2017-10-27T07:53:57-05:00 2016-12-31 161131146 BONADIO & CO LLP 6 WEMBLEY COURT ALBANY NY 12205 990 2016-01-01 141344810 PLANNED PARENTHOOD OF THE MID-HUDSON VALLEY INC PLAN 8454711530 178 CHURCH STREET POUGHKEEPSIE NY 12601 RUTH-ELLEN BLODGETT PRESIDENT/CEO 8454711530 2017-09-27 1 JOHN C OLSEN P00321116 5184644080 4.14.157.194 2017-09-27 15:28:23 ED P E61F7C404BE6E184B1DD40981685B2A3147B998A D01A67795876EF4CF800481503ACC34362B8F34B 2016 2021-01-29 14:40:06Z RUTH-ELLEN BLODGETT 178 CHURCH STREET POUGHKEEPSIE NY 12601 9075603 0 X WWW.PLANNEDPARENTHOOD.ORG/PLANNED-PARENTHOOD-MID- X 1943 NY PROVIDE GYNECOLOGICAL & FAMILY PLANNING SERVICES AS WELL AS PROVIDE EDUCATION ON REPRODUCTIVE AND SEXUAL HEALTH.PLANNED PARENTHOOD MID-HUDSON VALLEY'S SERVICES ALLOW EACH INDIVIDUAL TO MANAGE HIS OR HER FERTILITY REGARDLESS OF INCOME, MARITAL STATUS, RACE, ETHNICITY, SEXUAL ORIENTATION, NATIONAL ORIGIN OR RESIDENCE. WE ASSIST OUR CLIENTS TO HAVE THE SELF-CONFIDENCE TO MAKE VOLUNTARY, SEXUAL AND REPRODUCTIVE HEALTH DECISIONS WHILE PRESERVING THE INDIVIDUAL'S RIGHT TO PRIVACY. 16 16 146 37 0 0 3517372 3896470 4948524 4896295 25390 30836 107354 160037 8598640 8983638 10000 10000 0 0 4785868 5174629 0 0 373974 3643935 3548574 8439803 8733203 158837 250435 5426834 5805617 893356 964657 4533478 4840960 X PLANNED PARENTHOOD OF THE MID-HUDSON VALLEY EMPOWERS INDIVIDUALS TO MAKE INDEPENDENT, INFORMED DECISIONS ABOUT THEIR SEXUAL AND REPRODUCTIVE LIVES BY PROVIDING ACCESS TO HIGH QUALITY, EVIDENCE-BASED AND MEDICALLY-SOUND HEALTH CARE AND EDUCATIONAL SERVICES, AND BY PROMOTING AND ADVOCATING FOR PUBLIC POLICIES TO MAKE THOSE SERVICES AVAILABLE TO ALL. 0 0 5719739 4927131 CLINICAL SERVICES - PRIMARY AND PREVENTATIVE HEALTH SERVICES, INCLUDING PERSONAL COUNSELING AND EXAMINATION OF PATIENTS. PROVIDE BIRTH CONTROL, PREVENTION AND TREATMENT OF SEXUALLY TRANSMITTED DISEASES, ABORTIONS. REFERRAL FOR STERILIZATION, INFERTILITY AND OTHER MEDICAL ISSUES. CARE PROVIDED TO 16,459 PATIENTS DURING 2016 IN DUTCHESS, ULSTER, SULLIVAN AND ORANGE COUNTIES. 902980 10000 EDUCATION & OUTREACH - PROVIDE SEXUALITY AND REPRODUCTIVE HEALTH EDUCATION AND PRINTED MATERIALS TO SCHOOLS, ORGANIZATIONS AND GROUPS IN DUTCHESS, ULSTER, SULLIVAN AND ORANGE COUNTIES. 119943 PUBLIC POLICY & ADVOCACY - ACTIVITIES, SERVICES AND MATERIALS USED FOR CONDUCTING WITH, ADDRESSED TO OR PREPARED FOR INDIVIDUALS OR ORGANIZATIONS THAT RELATE TO PROGRAMS FOR COMMUNITY INVOLVEMENT IN FERTILITY MANAGEMENT AND POPULATION RELATED MATTERS. WHICH CAN INCLUDE THOSE PROGRAMS INTENDED TO STIMULATE OR SUPPORT COMMUNITY ACTION, RELATIONS WITH OTHER AGENCIES AND INSTITUTIONS, GOVERNMENTAL DEPARTMENTS AND HEALTH FACILITIES. 69259 181050 OTHER PROGRAM 69259 181050 6811921 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 25 0 1 146 1 0 0 0 0 0 1 1 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X MARY RADFORD 8454711530 178 CHURCH STREET POUGHKEEPSIE NY 12601 FRED COOK DIRECTOR 1.00 1.00 X 0 0 0 CATHIE HUNTER VICE-CHAIR 1.00 1.00 X X 0 0 0 CYNTHIA LOWE TREASURER 1.00 1.00 X X 0 0 0 HELEN ULLRICH BOARD CHAIR 1.00 1.00 X X 0 0 0 IRA HOCHMAN DIRECTOR 1.00 X 0 0 0 MARTIN CHARWAT DIRECTOR 1.00 X 0 0 0 ALANNA ANDREWS DIRECTOR 1.00 X 0 0 0 JULIA GOINGS-PERROT DIRECTOR 1.00 X 0 0 0 MATTHEW QUERNS DIRECTOR 1.00 X 0 0 0 JANICE WEINSTEIN DIRECTOR 1.00 X 0 0 0 KELLYANN KOSTYAL-LARRIER SECRETARY 1.00 X X 0 0 0 IRWIN ROSENTHAL DIRECTOR 1.00 X 0 0 0 PAT CLAIBORNE DIRECTOR 1.00 X 0 0 0 LISA GHARTEY DIRECTOR 1.00 X 0 0 0 SHARONE WELLINGTON-DEANDA DIRECTOR 1.00 X 0 0 0 SHANNON WONG DIRECTOR 1.00 X 0 0 0 RUTH-ELLEN BLODGETT PRESIDENT & CEO 37.50 X 203891 0 6493 MARY RADFORD CFO 37.50 X 120385 0 9661 KATHARINE BURNETT CHIEF STRATEGY OFFICER 37.50 X 126027 0 13469 PATRICIA TESSLER VP OF CLINICAL SERVICES 37.50 X 103928 0 3954 FRANCES FOX PIZZONIA VP OF EDUCATION AND PUBLIC 37.50 X 101418 0 4375 JOSHUA JAFFE MEDICAL DIRECTOR 37.50 X 150000 0 0 RAYMA BURNETT-BIGLANE CLINICIAN 37.50 X 119075 0 27687 924724 0 65639 3 0 1 0 QUALITY BILLING SERVICES 3 NEPTUNE RD SUITE 5200 POUGHKEEPSIE NY 12601 BILLING SERVICES 232800 TAG SOLUTIONS INC 12 ELMWOOD ROAD ALBANY NY 12204 IT SUPPORT 172982 VECTOR SECURITY PO BOX 89462 CLEVELAND OH 44101 SECURITY 146010 FACILITIES MAINTENANCE CORP PO BOX 3689 POUGHKEEPSIE NY 12603 CLEANING SERVICES 113898 4 352052 2558490 985928 3896470 THIRD PARTY PAYORS 900099 4653408 4653408 SELF-PAY 900099 242887 242887 4896295 30230 30230 44273 43667 606 606 606 27285 352052 48298 -21013 -21013 PERFORMING PROVIDER SY 900099 157606 157606 MISCELLANEOUS 900099 12544 12544 EHR INCENTIVE PROGRAM 900099 8500 8500 2400 2400 181050 8983638 5108181 0 -21013 10000 10000 976866 314368 535404 127094 3271095 2997986 182751 90358 85242 63801 17373 4068 526670 394194 107340 25136 314756 235584 64150 15022 5958 5958 36400 36400 485885 293107 188938 3840 75738 45688 7920 22130 237471 208534 26280 2657 581738 557107 24631 108153 67252 40901 28659 17648 11011 10767 10767 245060 14743 229967 350 213952 192300 21652 101292 101292 MEDICAL SUPPLIES 805941 805941 LABORATORY FEES AND OUT 275433 275433 MISCELLANEOUS 150978 63504 26310 61164 MAINTENANCE AND REPAIRS 114591 82881 20566 11144 70558 70558 8733203 6811921 1547308 373974 628321 915472 174678 118440 829691 913752 464320 355497 185988 186681 23919 31142 3951715 2488992 1418055 1462723 1263086 1339071 321131 325444 117645 157395 5426834 5805617 660026 649319 180171 150282 53159 165056 893356 964657 X 4203772 4514428 329706 326532 4533478 4840960 5426834 5805617 250435 49703 7344 0 X X 0 1 X 1 0 1 X 3349787 3759328 3245497 3517372 3986746 17858730 3349787 3759328 3245497 3517372 3986746 17858730 17858730 34853 27082 44391 25378 30230 161934 218134 158996 269024 123652 769806 18790470 0.95040 0.94770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 238000 238000 1480226 924497 555729 680743 359543 321200 1552746 1204952 347794 1462723 DYNAMIC ASSET ALLOCATION OVERLAY PORTFOLIO CLASS I 325444 F 325444 DEFERRED RENT 165056 165056 9040383 49703 77600 127303 8913080 70558 70558 8983638 8728631 65986 65986 8662645 70558 70558 8733203 PART XI, LINE 2D - OTHER ADJUSTMENTS: PLANNED PARENTHOOD OF THE MID-HUDSON VALLEY ACTION FUND REVENUE 29,302. FUNDRAISING EXPENSES NETTED WITH REVENUE 48,298. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBTS 70,558. PART XII, LINE 2D - OTHER ADJUSTMENTS: PLANNED PARENTHOOD OF THE MID-HUDSON VALLEY ACTION FUND EXPENSES 17,688. FUNDRAISING EXPENSES NETTED WITH REVENUE 48,298. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBTS 70,558. SPRING GALA 147284 133259 14025 1450 22011 RHINEBECK BENEFIT 102757 99857 2900 415 4656 4 102011 91651 10360 3700 16066 352052 324767 27285 5565 42733 48298 -21013 1 PLANNED PARENTHOOD OF THE MID-HUDSON VALLEY ACTION FUND INC 178 CHURCH STREET POUGHKEEPSIE NY 12601 141772752 501(C)(4) 10000 FUNDING ASSISTANCE FOR EDUCATIONAL ACTIVITIES 1 PART I, LINE 2: PLANNED PARENTHOOD OF THE MID-HUDSON VALLEY ("PPMHV") RECEIVES AND REVIEWS FINANCIAL STATEMENTS FOR PLANNED PARENTHOOD OF THE MID-HUDSON VALLEY ACTION FUND. THE ACTION FUND'S BOOKS AND RECORDS ARE PREPARED BY THE CFO FOR PPMHV, AND THE CEO OF THE ACTION FUND IS ALSO THE CEO OF PPMHV. ADDITIONALLY, THE ACTION FUND HOLDS QUARTERLY BOARD MEETINGS IN WHICH PROGRAMMATICS AND FINANCIAL ACTIVITIES ARE REVIEWED IN DETAIL. X X X X 0 0 0 0 0 0 0 0 0 RUTH-ELLEN BLODGETT PRESIDENT & CEO 180107 0 15000 0 8784 0 5994 0 499 0 210384 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS AND AUDIT & COMPLIANCE COMMITTEE REVIEWS THE FORM 990 BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND EMPLOYEES ARE REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST FORMS ANNUALLY. SHOULD THERE BE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THE AFFECTED BOARD OR COMMITTEE MEMBER SHALL DISCLOSE THIS TO THE CHAIR OF THE BOARD OR HIS/HER DESIGNEE. IF IT IS DETERMINED BY PPMHV THAT A CONFLICT OF INTEREST OR THE APPEARANCE OF IMPROPRIETY EXISTS, THE AFFECTED BOARD OR COMMITTEE MEMBER SHALL VOLUNTARILY AGREE TO ABSTAIN FROM PARTICIPATION IN ANY ACTION, DISCUSSION OR VOTE INVOLVING SUCH RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS DETERMINES THE SALARY FOR THE PRESIDENT/CEO. THE BOARD DELEGATES TO THE EXECUTIVE COMMITTEE, AS AN INDEPENDENT BODY, THE RESPONSIBILITY FOR ESTABLISHING THE EVALUATION CRITERIA FOR ANY GIVEN YEAR, CONDUCT THE RESEARCH REQUIRED TO ENSURE COMPARABILITY OF THE CEO'S SALARY WITH REGIONAL SALARIES OF EXECUTIVE DIRECTORS AND CEO'S OF NON-PROFITS OF SIMILAR SIZE AND COMPLEXITY AND FORMULATE A DETAILED, WRITTEN COMPENSATION RECOMMENDATION TO THE FULL BOARD. PPMHV IS A MEMBER OF PLANNED PARENTHOOD FEDERATION OF AMERICA, THEREFORE, THE EXECUTIVE COMMITTEE RECEIVES AN ANNUAL CEO COMPENSATION SURVEY, WHICH PROVIDES INFORMATION OF THE ELEMENTS OF THE COMPENSATION FOR CEO'S OF AFFILIATES AROUND THE COUNTRY BASED ON BUDGET SIZE. FURTHERMORE, THE EXECUTIVE COMMITTEE REVIEWS PUBLIC INFORMATION OF CEO'S OF NON-PROFIT ORGANIZATIONS IN THE GREATER METROPOLITAN AND HUDSON VALLEY REGION, INCLUDING REVIEW OF 990'S. THE REVIEW AND APPROVAL OF THE SALARY IS VOTED ON BY BOARD MEMBERS. CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION IS MADE IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 INFORMATION ON THE ORGANIZATION'S WEBSITE INSTRUCTS THE PUBLIC ON HOW TO ACCESS THE GOVERNING, FINANCE AND CONFLICT OF INTEREST POLICIES. THE ORGANIZATION VOLUNTARILY UPLOADS ITS 990 TO GUIDESTAR WHEN FILED, AND POSTS A HYPERLINK ON ITS OWN WEBSITE FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR PLANNED PARENTHOOD OF THE MID-HUDSON VALLEY ACTION FUND 178 CHURCH STREET POUGHKEEPSIE NY 12601 141772752 REIMBURSEMENT OF DIRECT AND INDIRECT COSTS INCURRED NY 501(C)(4) N/A PLANNED PARENTHOOD OF THE MID-HUDSON VALLEY INC 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0