2017-05-15T10:17:16-05:00 2016-06-30 954557617 Harrington Group CPAs LLP 234 East Colorado Blvd Suite M150 Pasadena CA 91101 990 2015-07-01 941583439 Planned Parenthood Mar Monte Inc PLAN 4087953600 1691 The Alameda San Jose CA 95126 Rayroz Dodson-Crawford CFO 4087953600 2017-05-15 1 Sean E Cain CPA P01612986 6264036801 2015 2021-01-29 14:40:06Z Linda T Williams 1691 The Alameda San Jose CA 95126 97331627 0 X www.ppmarmonte.org X 1963 CA The mission of Planned Parenthood Mar Monte, Inc. is to ensure that every individual has the knowledge, opportunity, and freedom to make every child a wanted child, and every family a healthy family. 17 16 1009 605 330602 0 16073369 17828240 76970893 76680855 1101464 846219 458042 752029 94603768 96107343 128342 68000 0 0 54680361 55760745 0 0 1464068 37737915 38957752 92546618 94786497 2057150 1320846 108500361 105885408 15813019 14656263 92687342 91229145 The mission of Planned Parenthood Mar Monte, Inc. is to ensure that every individual has the knowledge, opportunity, and freedom to make every child a wanted child, and every family a healthy family. 0 0 79490460 46000 75680855 Patient Services - 33 health centers and additional satellite service sites; annual gynecological exams; cancer screening & treatment; birth control and reproductive health care; pregnancy testing & counseling; HIV testing & counseling; menopausal services; general adult and pediatric health care; prenatal care; emergency contraception; male sterilization; medical & surgical abortions. During the year there were 418,184 visits. 3826744 22000 Education Services - Age/Developmentally appropriate and medically accurate sex education services including preteen curriculum; middle school aged curriculum; male involvement programs; teen peer-to-peer education programs, parent/child communication education; teen success groups for teen mothers, and community outreach and referral. During the year there were 57,030 contacts. 2811086 Public Affairs - Educate & lobby legislators about the importance of affordable, accessible health care at local, state & national levels; monitor legislative & judicial activities regarding reproductive choice; inform, educate & mobilize the community about issues affecting access to reproductive health care & education. 86128290 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 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 115 0 1 1009 1 0 0 0 0 0 1 1 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X Joanne Parise 4087953715 1746 The Alameda San Jose CA 95126 Cathryn Rivera-Hernandez Board Chair 0.80 X X 0 0 0 Diane Savage Vice Chair 0.50 X X 0 0 0 Cole Wilbur Chair Elect 0.50 X X 0 0 0 Francisco Silva Secretary 0.50 X X 0 0 0 Tanuja Bahal Treasurer 0.50 X 0 0 0 Sono Aibe Board Member 0.50 X 0 0 0 Christine Fey Board Member(term ended ) 0.50 X 0 0 0 Esther Franco Board Member 0.50 X 0 0 0 Joan Gallo Board Member 0.50 X 0 0 0 Margaret Gill Board Member 0.50 X 0 0 0 Karen Grove Board Member(term began ) 0.50 X 0 0 0 Jodi Hicks Board Member 0.50 X 0 0 0 Claudie Kiti Bustamonte Board Member(term ended ) 0.50 X 0 0 0 Latika Nalkani Board Member 0.50 X 0 0 0 Hilary McLean Board Member 0.50 X 0 0 0 Margo Piscevich Board Member 0.50 X 0 0 0 Genevieve Shiroma Board Member 0.50 X 0 0 0 Diane Van Maren Board Member 0.50 X 0 0 0 Linda T Williams CEO 65.00 0.50 X X 359215 0 35104 Rayroz Dodson-Crawford CFO 40.00 X X 220505 0 21412 Dorothy L Furgerson Chief Medical Director 40.00 X 259981 0 37125 Stephanie Marrell COO 40.00 X 209726 0 31655 Abraham C Cabebe Physician 40.00 X 232334 0 26290 Sandra Loehner Clinician 38.00 X 196684 0 43277 Karen Webster Physician 34.00 X 189354 0 31395 Catherine Valentine General Councsel 40.00 X 186414 0 9766 1854213 0 236024 67 0 1 0 Olympic Enterprises 1691 The Alameda San Jose CA 95126 Janitorial Services 278590 SunGard Availability Services 1691 The Alameda San Jose CA 95126 IT Services 260101 Couman Associates 1691 The Alameda San Jose CA 95126 Consulting 187910 Cryptocloud 9 1691 The Alameda San Jose CA 95126 IT Services 183355 4 715097 4768839 12344304 17828240 Medi-cal Managed Care 900099 31251151 31251151 Family PACT 900099 31144179 31144179 Private Fees and Contracts 900099 7192886 7192886 Medi-Cal/Medicaid 900099 7092639 7092639 76680855 515617 515617 1479079 1148477 330602 330602 330602 75807 715097 75807 0 Miscellaneous income 621110 752029 752029 752029 96107343 0 330602 77948501 46000 46000 22000 22000 677659 677659 40155380 36186359 3207496 761525 10524176 9515004 847044 162128 4403530 3940915 382547 80068 150951 143392 1739 5820 2339917 2186806 125911 27200 993609 675356 173554 144699 5106127 4895748 161252 49127 541274 502263 29426 9585 195950 160974 30346 4630 44289 42555 1734 2133373 2023322 92433 17618 3825711 3533533 246535 45643 778548 778548 Program Supplies 17636093 17636093 Contract Services 4111913 3078553 1009477 23883 All other expenses 1099997 760869 206986 132142 94786497 86128290 7194139 1464068 3565221 4072434 16128434 16149259 25930819 23900031 1640946 1369203 754881 1102914 71134737 32754715 40633999 38380022 19699403 20776887 146658 134658 108500361 105885408 14590795 11350705 1222224 3305558 15813019 14656263 X 86425434 84675156 4002263 4294344 2259645 2259645 92687342 91229145 108500361 105885408 1320846 -1212659 0 X 0 1 X 1 1 1 X 11949000 10854475 12073955 16073369 17828239 68779038 11949000 10854475 12073955 16073369 17828239 68779038 3729124 65049914 372124 409073 321489 421722 515617 2040025 2587838 1258539 1604419 458042 752029 6660867 77479930 394618780 0.83960 0.83670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6674 166523 173197 94613300 94786497 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 126347 66260 794095 173197 1159899 250000 250000 250000 250000 1000000 1500000 3122 3766 13745 6674 27307 19074843 426117 -473984 19026976 17480778 913114 680951 19074843 15133714 307342 2348540 308818 17480778 13011738 1114222 1007754 15133714 12683157 296485 32096 13011738 0.87000 0.12000 0.01000 0 0 6752081 6752081 39016341 17051576 21964765 9177102 3878472 5298630 15549441 11824667 3724774 639772 639772 38380022 X Part V, Line 4: PPMM has adopted investment and spending policies, approved by the Board of Directors, for endowment assets that attempt to provide a predictable stream of funding to programs supported by its endowment funds while also maintaining the purchasing power of those endowments assets over the long-term. Accordingly, the investment process seeks to achieve an after-cost total real rate of return, including investment income as well as capital appreciation, which exceeds the annual distribution with acceptable levels of risk. Endowment assets are invested in a well diversified asset mix, which includes equity and debt securities, that is intended to result in a consistent inflation-protected rate of return that has sufficient liquidity to make a reasonable annual distribution, while growing the funds if possible. Part X, Line 2: Planned Parenthood is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. Generally accepted accounting principles ("GAAP") provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by Planned Parenthood in their federal and state exempt organization tax returns are more likely than not to be sustained upon examination. Planned Parenthood's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed. Peninsula Breakfast 642036 599701 42335 5634 23901 8582 4218 Centennial Celebration 75653 66208 9445 1910 6151 256 1128 2 73215 49188 24027 280 15677 5400 2670 790904 715097 75807 7824 45729 14238 8016 75807 0 1 Planned Parenthood Minnisota North Dakoda and South Dakoda 671 Vandalia Street St Paul MN 55114 381707521 501(c)(3) 10000 Service Expansion Project Planned Parenthood of the Rocky Mountains 7155 East 38th Avenue Denver CO 80207 840404253 501(c)(3) 10000 Service Expansion Project Planned Parenthood of Southwest and Central Florida 736 Central Avenue Sarasota FL 34236 591274328 501(c)(3) 16000 Service Expansion Project Planned Parenthood of Wisconsin 302 North Jackson Street Milwaukee WI 53202 390863391 501(c)(3) 10000 Service Expansion Project 4 Teen Success Scholarships 21 22000 Teen Success Scholarship Process, Schedule I, Part III, Line 1 The selection process and criteria include a Review Panel comprised of Area Services Directors, Education Leaders and/or other PPMM staff will meet to review applications and make recommendations for funding. The Process: -Applications are collected and a review packet created for each panel member. -Panel members review written materials and rate each application according to the Morgan Scholarship Matrix. -At the Panel meeting in May, applications are reviewed and discussed. -The panel recommends funding based on established criteria. Selection Criteria include: -Potential to benefit from a post secondary educational experience and to make effective use of scholarship funds -Compelling reason(s) to fund application -Clarity of plan for future -Timely and accurate submission of application -Organization and clarity of application materials -Content of letter(s) of support -Leadership demonstrated while a member of the Teen Success program Some consideration will be given to geography in order to equitably serve the PPMM service area. Panel members will also consider applicants with extenuating circumstances and reach a decision regarding their application. Awards and Disbursement of Funds All applicants will be invited to regional luncheons where they will be honored for their applications, and winners will receive special recognition, including a Teen Success Star silver keychain. Luncheons are held annually and occur in five regions: Great Valley North (Sacramento); Great Valley South (Bakersfield, Fresno, Madera); Mid Great Valley (Merced, Stockton); Northern Nevada (Reno); and Silicon Valley + Coast (Santa Clara + Monterey, Santa Cruz). Scholarship applicants are notified in person of approval or denial of their application by their facilitators. Education Directors/Managers or designated staff are expected to notify local schools and media outlets, as appropriate, to celebrate the achievements of scholarship recipients. Scholarship funds are disbursed in August and January. Successful applicants receive funds in two separate payments each year. Scholarship winners must pick up their funds from their local PP office. At this time, PP staff update contact information and obtain documentation to acknowledge receipt of the funds and effective use of the scholarship funds (i.e., grades, registration, etc.) Staff members are notified of the required documentation as part of the process. Restrictions and Responsibilities Funds are to be used to defray the costs of attending a school program. Acceptable uses of funds include: tuition, books, uniforms, program fees, childcare or transportation. -When funds are disbursed, scholarship recipients sign a form detailing that they agree to the terms of use. -Funds not used for the intended purpose of attending school must be returned to Planned Parenthood Mar Monte and will be used for future scholarship applicants. -Teen Success graduates must apply for and use a scholarship within five years of graduating from Teen Success unless granted a waiver for extenuating circumstances by the Review Panel. -Scholarship recipients agree to keep in regular contact with the Teen Success program and keep the program informed of their progress toward completion of degree, certificate, or training. -Scholarship recipients are expected to maintain passing grades (C- or higher) for all courses. -Recipients agree that, if they withdraw from classes prior to completing course work or if they fail to receive passing grades (C- or higher), they must explain the circumstances and request special consideration prior to receiving additional Morgan Scholarship Funds. Disbursement of Scholarship Funds Disbursement of scholarship funds follows a timeline that encourages recipients to adhere to realistic program time frames for exchanging required documentation for the scholarship awards. The local Education Director or Manager is responsible for collecting the required documentation and providing the Morgan Scholars with their award checks or for delegating Education staff to complete this part of the process. Scholarship checks are provided to local staff for a 5-week period of time during which the winners provide documentation in exchange for the check. Winners sign an agreement detailing their responsibilities and acknowledging receipt of the funds. All documentation must be returned to the Grants & Projects Coordinator within the specified timeframe. Checks that are not claimed by winners will also be returned to the Grants & Projects Coordinator, who will forward any returned checks to the Accounting Department. A second set of checks is provided to regional staff for the second disbursement of the year. Regional programs use the disbursement process to update contact information for Morgan Scholarship winners and to collect anecdotal data about the winner's progress (or lack thereof) toward completion of their post-secondary educational goal. If there are extenuating circumstances surrounding the disbursement of Morgan Scholarship checks, the local staff should contact the Grants & Projects Coordinator for resolution process X X X 0 1 0 0 0 0 0 0 0 Linda T Williams CEO 359215 0 0 0 0 0 35095 0 9 0 394319 0 0 0 Rayroz Dodson-Crawford CFO 220505 0 0 0 0 0 21403 0 9 0 241917 0 0 0 Dorothy L Furgerson Chief Medical Director 259981 0 0 0 0 0 21076 0 16049 0 297106 0 0 0 Stephanie Marrell COO 209726 0 0 0 0 0 8950 0 22705 0 241381 0 0 0 Abraham C Cabebe Physician 232334 0 0 0 0 0 18261 0 8029 0 258624 0 0 0 Sandra Loehner Clinician 196684 0 0 0 0 0 20572 0 22705 0 239961 0 0 0 Karen Webster Physician 189354 0 0 0 0 0 15346 0 16049 0 220749 0 0 0 Catherine Valentine General Councsel 186414 0 0 0 0 0 0 0 9766 0 196180 0 0 0 Part I, Line 4b Officers/employees who contributed to the following nonqualified retirement plans: Linda T. Williams - 403b - $22,999.68; 457b - $4,463.28 Rayoz Dodson-Crawford - 403b - $12,000.00 Dorothy L. Ferguson - 403b - $24,000.00 Stephanie Merrell - 403b - $2,400.00 Abraham C. Cabebe - 403b - $24,000.00 Sandra Loahner - 403b - $24,000.00 Karen Webster - 403b - $24,000.00 Catherine Valentine - 403b - $21,600 Form 990, Part VI, Section B, line 11 The Form 990 is reviewed and approved by the President/CEO, CFO and the Controller before submission to the IRS. The board members review them before submission to the IRS. Form 990, Part VI, Section B, line 12c PPMM board members, employees and volunteers have a responsibility to conduct themselves with the highest ethical standards. They are expected to avoid any conflict of interest or appearance related to their duties at PPMM. No board member, employee or volunteer shall use his/her position with PPMM to further the manufacture, distribution, promotion or sale of any materials, products or services in which he/she has either direct or indirect financial interest or from which he/she receives any direct or indirect financial benefit. No board member, employee or volunteer shall accept any gift or gratuity from any pharmaceutical firm, or medical device manufacturer, or a supplier of pharmaceudicals or medical devices to PPMM, or other supplier or potential supplier to PPMM, or from any provider or potential provider of services to PPMM. However, a board member, employee or volunteer may accept a gift of nominal value, such as an advertising novelty, when it is customarily offered to others having a similar relationship with the supplier or provider. No gifts of cash or cash equivalents are permitted. PPMM board members will disclose any potential conflict of interest annually and as soon as he or she is aware of the real potential conflict. In addition, any board member who is aware of a possible conflict of interest related to any matter coming before the board has an obligation to refrain from discussion and/or voting on the issue. No board or executive staff member of PPMM shall be granted a loan from any PPMM funds. Approved by the Board of Directors, September 2015 Form 990, Part VI, Section B, line 15 The Compensation Committee of the Board annually reviews and adjusts as appropriate the salaries of the CEO and Management Team based on external data, surveys and benchmarks. Form 990, Part VI, Section C, line 19 PPMM makes its governing documents, conflict of interest policy and financial statements available to the public upon request. The Form 990 is also available on Guidestar.org. Planned Parenthood Advocates Mar Monte 1691 The Alameda San Jose CA 95126 770261817 Community education and public affairs and educate the public on candidate p CA 501(c)(4) N/A 0 East Valley Community Clinic 2470 Alvin Avenue 3 San Jose CA 95121 942191935 To provide community health care CA 501(C)(3) 170(b)(1)(a)(vi) 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 Planned Parenthood Advocates Mar Monte B 2070820 Work plan agreement Planned Parenthood Advocates Mar Monte N 6829 Actual cost Planned Parenthood Advocates Mar Monte (Amount is included in 1N) O East Valley Community Clinic P 1321120 Actual cost