2017-11-10T13:19:35-06:00 2016-12-31 131517563 LOEB & TROPER LLP 655 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 990 2016-01-01 112454790 PLANNED PARENTHOOD HUDSON PECONIC INC PLAN 9144677300 4 SKYLINE DRIVE HAWTHORNE NY 105322143 JANE HAGERTY VP, FINANCE 9144677300 2017-11-02 1 AARON SHAPIRO P01333816 2128674000 38.98.118.70 2017-11-09 12:38:47 ES P 225B73B148284D6C629F7CBF4AC09CDDFD7CF9F8 73A2BDB4DEE3E1301F7FB9DCBA9193E2BC5F7900 2016 2017-02-10 21:41:12Z JANE HAGERTY 4 SKYLINE DRIVE HAWTHORNE NY 105322143 22250605 0 X WWW.PLANNEDPARENTHOOD.ORG X 1978 NY TO EMPOWER INDIVIDUALS TO DETERMINE THEIR OWN SEXUAL HEALTH AND REPRODUCTIVE FUTURES 21 21 282 190 0 0 7753718 8486810 11697089 11601016 501188 366519 99477 376045 20051472 20830390 99635 99638 0 0 10264020 10945348 0 0 801890 8329816 7890558 18693471 18935544 1358001 1894846 29419579 33325442 1295390 2290286 28124189 31035156 X TO EMPOWER INDIVIDUALS TO DETERMINE THEIR OWN SEXUAL HEALTH AND REPRODUCTIVE FUTURES BY OPERATING CENTERS THAT PROVIDE FAMILY PLANNING AND PRENATAL SERVICES, ABORTION SERVICES, HEALTH EDUCATION, PRIMARY MEDICAL CARE, CANCER DETECTION AND SEXUALLY TRANSMITTED INFECTION TESTING AND TREATMENT. 0 0 13631991 11626516 CLINICAL SERVICES: IN 2016, MORE THAN 36,300 PATIENTS RECEIVED 58,400 HEALTH CARE SERVICES SUCH AS LIFE-SAVING CANCER SCREENINGS, BIRTH CONTROL, PREVENTION AND TREATMENT OF SEXUALLY TRANSMITTED INFECTIONS, HIV TESTING AND COUNSELING, BREAST HEALTH SERVICES, GYNECOLOGICAL CARE, PREGNANCY TESTS, PRENATAL CARE, ABORTION SERVICES, SEXUAL HEALTH EDUCATION, INFORMATION AND HEALTH COUNSELING. 1077237 10780 EDUCATION AND TRAINING - IN 2016, NEARLY 19,000 ADULTS AND ADOLESCENTS TOOK PART IN 898 COMMUNITY AND SCHOOL PROGRAMS ABOUT ISSUES RELATED TO HUMAN SEXUALITY AND SEXUAL HEALTH. PPHP ATTENDED 162 HEALTH FAIRS AND COMMUNITY EVENTS AND HOSTED 31 PEER EDUCATION EVENTS. 475157 99638 PUBLIC AFFAIRS - IN 2016, OUR COMMUNITY ORGANIZING AND ADVOCACY INITIATIVES FOCUSED ON EDUCATING THE PUBLIC ABOUT THE VITAL HEALTH CARE SERVICES WE PROVIDE TO ALL INDIVIDUALS. PPHP CONTINUED TO FIGHT FOR LEGISLATION THAT WOULD IMPROVE THE LIVES OF NEW YORKERS SUCH AS THE COMPREHENSIVE CONTRACEPTIVE COVERAGE ACT AND THE REPRODUCTIVE HEALTH ACT BECAUSE EACH INDIVIDUAL SHOULD DETERMINE THEIR OWN REPRODUCTIVE FUTURES. TO SUPPORT THESE INITIATIVES AND ALL PPHP'S WORK, WE CONTINUED TO ENCOURAGE CIVIC ENGAGEMENT IN A NEUTRAL, NONPARTISAN WAY, EDUCATING COMMUNITIES WE SERVE ABOUT THE IMPORTANCE OF REGISTERING TO VOTE, REGARDLESS OF POLITICAL PREFERENCES. 15184385 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 29 0 282 1 0 0 0 0 0 1 1 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X JANE HAGERTY 9144677300 4 SKYLINE DRIVE HAWTHORNE NY 10532 X ANN POGUE-CAMPBELL CHAIR, BOD 5.00 X X 0 0 0 JOAN S ROSEN VICE CHAIR, BOD 3.00 X X 0 0 0 WENDY M GARDNER TREASURER, BOD 3.00 X X 0 0 0 MARIA GORETH FIDALGO SECRETARY, BOD 3.00 X X 0 0 0 MEG CAMERON MEMBER, BOD 3.00 X 0 0 0 SUSAN RAMOS CHATZKY MEMBER, BOD 2.00 X 0 0 0 VIVIAN VILORIA-FISHER MEMBER, BOD 2.00 1.00 X 0 0 0 ARTHUR J FRIED MEMBER, BOD 2.00 X 0 0 0 LINDA A GOLDSTEIN MEMBER, BOD 2.00 X 0 0 0 JEFFREY A HASTIE MEMBER, BOD 2.00 X 0 0 0 REV DR GAWAIN F DE LEEUW MEMBER, BOD 2.00 X 0 0 0 PEARL D LIM MD MEMBER, BOD 2.00 X 0 0 0 EILEEN CHEIGH NAKAMURA MEMBER, BOD 2.00 X 0 0 0 TERESA A SARNO MEMBER, BOD 2.00 X 0 0 0 BARBARA SHAPIRO MEMBER, BOD 2.00 X 0 0 0 LUZ SHULGIN MEMBER, BOD 2.00 X 0 0 0 ILISSA WARHIT MEMBER, BOD 2.00 X 0 0 0 JUDITH D WIDMANN MEMBER, BOD 2.00 X 0 0 0 JOHANNA ALTER WILSON MEMBER, BOD 2.00 X 0 0 0 SCOTT B WIENER MEMBER, BOD 2.00 X 0 0 0 JANE E YAHIL MEMBER, BOD 2.00 X 0 0 0 REINA SCHIFFRIN PRESIDENT / CEO 50.00 1.00 X 379568 0 77483 VINCENT RUSSELL CHIEF OPERATING OFFICER 35.00 X 212486 0 17974 ANDREW BRACCO CHIEF FINANCIAL OFFICER (UNTIL JULY) 45.00 1.00 X 120664 0 26130 MARIANNE L MUISE INTERIM CHIEF FINANCIAL OFFICER 20.00 X 0 0 0 JANE HAGERTY VICE PRESIDENT, FINANCE 35.00 X 133632 0 33914 ANN MARIE BENTSI- ADDISON DIRECTOR PATIENT SERVICES 35.00 X 144826 0 21055 JANET POLLACK VP, DEVELOPMENT 35.00 X 144367 0 26389 SUSAN MERGUERIAN DIRECTOR, CLINICAL TRAINING 35.00 X 139923 0 25637 BENITA GROSS MEDICAL DIRECTOR 35.00 X 185110 0 22600 1460576 0 251182 18 0 1 0 QUALITY BILLING 141 HALSTEAD AVE SUITE 201 MAMARONECK NY 10543 BILLING SERVICES 391547 GROUPONE HEALTH SOURCE INC 8275 ALLISON POINTE TRAIL SUITE 11 INDIANAPOLIS IN 46250 BILLING SERVICES 171417 HEALTHCARE MANAGEMENT SOLUTIONS PO BOX 56 VAILS GATE NY 12584 MANAGEMENT SERVICES 135289 WILTON ANESTHESIA ASSOCIATES 252 MOUNTAIN ROAD WILTON CT 06897 ANESTHESIA SERVICES 129345 THE EXECUSEARCH GROUP 675 THIRD AVENUE- 5TH FLOOR NEW YORK NY 10017 STAFFING SERVICES 126542 6 564079 4846945 3075786 55775 8486810 MEDICAID 621400 4655527 4655527 MEDICAID MANAGED CARE 621400 3655362 3655362 COMMERCIAL INSURANCE 621400 2114484 2114484 PRIVATE PAY 621400 1175643 1175643 11601016 471477 471477 1205193 1310151 -104958 -104958 -104958 156527 564079 110064 46463 46463 MISCELLANEOUS 900099 329582 36280 293302 329582 20830390 11637296 0 706284 99638 99638 834305 321871 375319 137115 8268185 6501705 1407208 359272 284127 253817 24123 6187 780365 651244 93894 35227 778366 616297 119441 42628 57150 57150 49696 49696 1784 1784 1488819 1106177 347960 34682 54069 50771 2221 1077 1453938 1089094 248266 116578 1267538 1107841 124468 35229 131053 91003 28279 11771 56101 22151 19189 14761 613339 560240 50023 3076 218339 218339 MEDICAL & PHARMACEUTICA 2284244 2284244 PPFA DUES 207820 207820 6668 2133 248 4287 18935544 15184385 2949269 801890 2677378 4007975 187138 333665 334453 302672 1699348 1791807 221290 339943 130531 228805 12543350 7750212 4918992 4793138 19126683 21379605 123766 147832 29419579 33325442 1295390 2290286 1295390 2290286 X 27729318 30374808 134437 396169 260434 264179 28124189 31035156 29419579 33325442 X 1894846 992055 24066 X X 0 1 X 1 1 1 X 7386785 7063074 7235212 7753718 8486810 37925599 7386785 7063074 7235212 7753718 8486810 37925599 39042 37886557 343868 347353 380003 419460 471447 1962131 27261 18479 4254 22761 46463 119218 28153 256507 43006 63697 329582 720945 40727893 52034712 0.93020 0.93950 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 300 1 2300 1 41554 1 522 1 5020 0 49696 0 PART II-B, LINE 1: PPHP PARTICIPATES IN LOBBYING ACTIVITIES TO ENSURE THAT ITS COMMUNITY-BASED HEALTH CARE AND EDUCATIONAL SERVICES ARE ADEQUATELY FUNDED, AND THAT ALL MEN AND WOMEN HAVE ACCESS TO THE SERVICES PROVIDED AT ITS HEALTH CENTERS. 260434 10621 5316 1560 246179 279514 -10555 6857 1668 260434 280620 7683 6957 1832 279514 283118 7542 8217 1823 280620 284208 9706 8930 1866 283118 1.00000 0 0 445000 445000 8399447 4962810 3436637 1089030 929319 159711 2421406 1707523 713883 188467 150560 37907 4793138 X 21879176 992055 158153 1150208 20728968 1784 99638 101422 20830390 18995708 161586 161586 18834122 1784 99638 101422 18935544 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF INDIVIDUAL DONOR-RESTRICTED ENDOWMENT FUNDS ESTABLISHED TO SUPPORT ACTIVITIES OF THE ORGANIZATION. PART X, LINE 2: THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDING DECEMBER 31, 2013 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUES OF RELATED ENTITY 134,087. CHANGE IN BENEFICIAL INTEREST 24,066. PART XI, LINE 4B - OTHER ADJUSTMENTS: ELIMINATION OF INTERCOMPANY TRANSACTIONS 99,638. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF RELATED ENTITY 161,586. PART XII, LINE 4B - OTHER ADJUSTMENTS: ELIMINATION OF INTERCOMPANY TRANSACTIONS 99,638. EMPOWER WESTCHESTER BENEFIT 397585 313285 84300 5999 48650 5566 EAST END BENEFIT 196315 147815 48500 10232 20540 1500 4 126706 102979 23727 5991 10386 1200 720606 564079 156527 22222 79576 8266 110064 46463 FORM 990, SCHEDULE G, PART II, LINE 7: RENT/FACILITY COSTS HAVE BEEN INCLUDED IN THE FOOD AND BEVERAGE COSTS FOR EVENTS IN WHICH FACILITIES CHARGE A FIXED PRICE PER HEAD. 1 PLANNED PARENTHOOD HUDSON PECONIC ACTION FUND 4 SKYLINE DRIVE HAWTHORNE NY 10532 134133042 501(C)(4) 99638 FUNDS ARE GRANTED TO PPHPAF TO ASSIST IN THE PAYMENT OF DUES. 0 1 PART I, LINE 2: AS THE GRANT IS TO A RELATED PARTY, MANAGEMENT ENSURES THAT THE GRANT IS RECEIVED AND UTILIZED FOR ITS INTENDED PURPOSE. X 1 1 X X X 0 0 0 0 0 0 0 1 0 REINA SCHIFFRIN PRESIDENT / CEO 348380 0 30000 0 1188 0 42000 0 35483 0 457051 0 0 0 VINCENT RUSSELL CHIEF OPERATING OFFICER 208793 0 3500 0 193 0 10482 0 7492 0 230460 0 0 0 JANE HAGERTY VICE PRESIDENT, FINANCE 132957 0 0 0 675 0 24000 0 9914 0 167546 0 0 0 ANN MARIE BENTSI- ADDISON DIRECTOR PATIENT SERVICES 144550 0 0 0 276 0 15055 0 6000 0 165881 0 0 0 JANET POLLACK VP, DEVELOPMENT 139053 0 5000 0 314 0 12620 0 13769 0 170756 0 0 0 SUSAN MERGUERIAN DIRECTOR, CLINICAL TRAINING 138614 0 0 0 1309 0 15000 0 10637 0 165560 0 0 0 BENITA GROSS MEDICAL DIRECTOR 184242 0 0 0 868 0 12860 0 9740 0 207710 0 0 0 PART I, LINE 1A THE AMOUNT REPORTED REPRESENTS HEALTH CLUB DUES. THE HEALTH CLUB DUES ARE NOT TREATED AS TAXABLE INCOME TO THE RECIPIENT. PART I, LINE 7 THE PRESIDENT, COO, CFO AND VP OF DEVELOPMENT ALL RECEIVED A BONUS IN RECOGNITION OF THEIR SERVICES PROVIDED. X 12 55775 FMV 0 0 0 PART I, COLUMN (B): SCHEDULE M, PART I, COLUMN (B): ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS CONSISTS OF KEY OFFICERS AND OTHER BOARD MEMBERS EMPOWERED TO ACT ON BEHALF OF THE THE FULL BOARD IF AND WHEN NECESSARY, GENERALLY WHEN A PRESSING MATTER MUST BE RESOLVED AND THE TIMING DOES NOT ALLOW FOR THE CONVENING OF THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED FIRST BY THE AUDIT & COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS, ALONG WITH A PARTNER OF OUR INDEPENDENT AUDITING FIRM. ONCE APPROVED AND FINALIZED, THE RETURN WAS MADE AVAILABLE TO ALL BOARD MEMBERS, VIA SECURE INTERNET SITE, FOR THEIR REVIEW AND COMMENTS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, ALL BOARD MEMBERS AND KEY EMPLOYEES ARE REQUIRED TO REVIEW THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, AND TO DISCLOSE ANY CONFLICTS, OR POTENTIAL CONFLICTS, TO THE AUDIT & COMPLIANCE COMMITTEE. THE COMMITTEE THEN DECIDES IF THE REPORTED ITEMS WARRANT FURTHER ACTION. IF THERE IS A CONFLICT, THE INDIVIDUAL MUST RECUSE HIM/HERSELF FROM ANY RELATED DISCUSSIONS AND DECISIONS. FORM 990, PART VI, SECTION B, LINE 15A ON AN ANNUAL BASIS, PRESIDENT/CEO COMPENSATION IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. ONCE THE PRESIDENT/CEO PERFORMANCE EVALUATION HAS BEEN CONDUCTED BY THE ENTIRE BOARD, THE COMMITTEE RECOMMENDS THE PRESIDENT/CEO COMPENSATION BASED ON THE EVALUATION AND A MARKET-BASED COMPENSATION ANALYSIS. THIS PROCESS IS DOCUMENTED IN THE MINUTES OF THE EXECUTIVE COMMITTEE, AND THE FINAL TERMS OF COMPENSATION ARE COMMUNICATED TO THE PRESIDENT/CEO IN A LETTER FROM THE BOARD CHAIR. PPHP USES A COMPENSATION PROGRAM CALCULATOR TO DETERMINE THE FAIR-MARKET BASE-PAY COMPENSATION FOR EVERY JOB. THIS PROGRAM PROVIDES A FAIR AND EQUITABLE METHOD OF COMPENSATION, AND IS REVIEWED ANNUALLY BY HUMAN RESOURCES STAFF OR BY OUTSIDE CONSULTANTS TO ASCERTAIN IF ANY JOBS REQUIRE ADJUSTMENTS TO BRING THEM TO FAIR MARKET RATES. THIS WAS LAST PERFORMED IN 2016. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC, UPON REQUEST. FORM 990: PART VII: SECTION A: THE ORGANIZATION HIRED HEALTHCARE MANAGMENT SOLUTIONS LLC (HMS) TO PROVIDE AN INTERIM CHIEF FINANCIAL OFFICER. HMS PROVIDED MARIANNE L. MUISE, A PRINCIPAL OF HMS, TO PROVIDE THE SERVICES. NO COMPENSATION IS BEING REPORTED ON PART VII, AS THE 1099-MISC IN THE AMOUNT OF $135,289 WAS ISSUED TO HMS, NOT MARIANNE L. MUISE, FOR SERVICES PROVIDED DURING THE 2016 REPORTING PERIOD. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST 24,066. FORM 990: PART XII: LINE 2C: THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. PLANNED PARENTHOOD HUDSON PECONIC ACTION FUND 4 SKYLINE DRIVE HAWTHORNE NY 10532 134133042 EDUCATE/ADVOCATE FOR REPROD. HEALTH ACCESS NY 501(C)(4) PLANNED PARENTHOOD HUDSON PECONIC 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 PLANNED PARENTHOOD HUDSON PECONIC ACTION FUND INC B 99638 CASH VALUE