2015-02-13T08:55:54-06:00 2014-06-30 135565207 KPMG LLP 345 PARK AVENUE NEW YORK NY 101540102 990 2013-07-01 131644147 PLANNED PARENTHOOD FEDERATION OF AMERICA INC PLAN 2125417800 434 WEST 33RD STREET NEW YORK NY 100012601 WALLACE D'SOUZA CHIEF FINANCIAL OFFICER 2125417800 2015-02-13 1 P00501222 2127589700 2013 2016-02-25 16:41:14Z CECILE RICHARDS 434 WEST 33RD STREET NEW YORK NY 100012601 196986791 0 X WWW.PLANNEDPARENTHOOD.ORG X 1922 NY LEADERSHIP AND ADVOCACY IN THE FIELD OF REPRODUCTIVE HEALTH - SEE SCHEDULE O 31 31 649 40 0 0 132739759 169312084 1799101 1709162 2437167 3269994 2393031 2326045 139369058 176617285 45839132 40030065 0 0 40609798 50162220 7260458 4988509 23939978 44126265 53017878 137835653 148198672 1533405 28418613 307429404 353684105 72207067 75109910 235222337 278574195 X THE MISSION OF PPFA SHALL BE TO PROVIDE LEADERSHIP IN:- ENSURING THE PROVISION OF COMPREHENSIVE REPRODUCTIVE AND COMPLEMENTARY HEALTH CARE SERVICES IN SETTINGS WHICH PRESERVE AND PROTECT THE ESSENTIAL PRIVACY AND RIGHTS OF EACH INDIVIDUAL; - ADVOCATING PUBLIC POLICIES WHICH GUARANTEE THESE RIGHTS AND ENSURE ACCESS TO SUCH SERVICES; - PROVIDING EDUCATIONAL PROGRAMS WHICH ENHANCE UNDERSTANDING OF INDIVIDUAL AND SOCIETAL IMPLICATIONS OF HUMAN SEXUALITY; AND- PROMOTING RESEARCH AND THE ADVANCEMENT OF TECHNOLOGY IN REPRODUCTIVE HEALTH CARE AND ENCOURAGING THE UNDERSTANDING OF THEIR INHERENT BIOETHICAL, BEHAVIORAL, AND SOCIAL IMPLICATIONS. 0 0 85720936 36021975 842520 INCREASE ACCESS - PROGRAMS DESIGNED TO IMPROVE ACCESS TO REPRODUCTIVE HEALTH SERVICES AND INFORMATION BY LEVERAGING TECHNOLOGY, ENHANCING EXISTING CAPACITY, AND SECURING THE ROLE OF WOMEN'S HEALTH CENTERS IN THE EVOLVING HEALTHCARE SYSTEM. 10993088 1805837 863842 ENGAGE COMMUNITIES - PROGRAMS DESIGNED TO ENGAGE BROAD AND DIVERSE COMMUNITIES TO REDUCE HEALTH DISPARITIES AND IMPROVE SEXUAL HEALTH FOR THE NEXT GENERATION. 5892913 1552898 303072 BUILD ADVOCACY CAPACITY- PROGRAMS DESIGNED TO BUILD THE ORGANIZATIONAL CAPACITY AND EXPERTISE NECESSARY TO BE EFFECTIVE IN PROTECTING AND EXPANDING ACCESS TO THE FULL RANGE OF REPRODUCTIVE HEALTH SERVICES. 1935387 220729 REFRESH OUR BRAND - PROGRAMS DESIGNED TO RAISE VISIBILITY SO THAT DIVERSE COMMUNITIES AND INDIVIDUALS ARE AWARE OF AND UNDERSTAND THE FULL RANGE OF PLANNED PARENTHOOD HEALTH SERVICES OFFERED 3894232 428626 RENEW LEADERSHIP - PROGRAMS DESIGNED TO RECRUIT AND DEVELOP YOUNG, DIVERSE LEADERS DEDICATED TO PROVIDING SEXUAL HEALTHCARE AND EDUCATION. 5829619 649355 108436556 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 1 1 1 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 0 1 260 0 1 649 1 0 1 SU KE NI 0 0 0 1 1 0 0 0 0 X 31 31 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT WA WV WI X X ELZBIETA SZAFRAN-BODZIONY CO PPFA 2125417800 434 WEST 33RD STREET NEW YORK NY 10001 ALEXIS MCGILL JOHNSON CHAIRPERSON 1.00 X X 0 0 0 NAOMI ABERLY VICE CHAIR 1.00 X X 0 0 0 LOU ZELLNER TREASURER THRU 3/29/14 1.00 X X 0 0 0 MICHAEL NEWTON TREASURER STARTING 3/29/14 1.00 X X 0 0 0 VERONICA DELA ROSA SECRETARY 1.00 X X 0 0 0 SHERI BONNER DIRECTOR THRU 3/29/14 1.00 X 0 0 0 CECILIA BOONE DIRECTOR 1.00 X 0 0 0 KAREN CAMPBELL DIRECTOR THRU 3/29/14 1.00 X 0 0 0 CINDY CHAVEZ DIRECTOR THRU 3/29/14 1.00 X 0 0 0 ANDREINA CORDOVA DIRECTOR THRU 3/29/14 1.00 X 0 0 0 DHARMA CORTES DIRECTOR 1.00 X 0 0 0 KIM CUSTER DIRECTOR STARTING 3/29/14 1.00 X 0 0 0 STEPHEN DEBERRY DIRECTOR 1.00 X 0 0 0 MALLIKA DUTT DIRECTOR STARTING 3/29/14 1.00 X 0 0 0 COLLEEN FOSTER DIRECTOR STARTING 3/29/14 1.00 X 0 0 0 JUANITA FRANCIS DIRECTOR 1.00 X 0 0 0 LINDA GRUBER DIRECTOR 1.00 X 0 0 0 CATHY HAMPTON DIRECTOR 1.00 X 0 0 0 SASHA HEINZ DIRECTOR THRU 3/29/14 1.00 X 0 0 0 MARYANA ISKANDER DIRECTOR 1.00 X 0 0 0 KATE JHAVERI DIRECTOR 1.00 X 0 0 0 DR PAULA JOHNSON DIRECTOR 1.00 X 0 0 0 DAVID KARP DIRECTOR STARTING 3/29/14 1.00 X 0 0 0 MINI KRISHNAN DIRECTOR STARTING 3/29/14 1.00 X 0 0 0 JILL LAFER DIRECTOR 1.00 X 0 0 0 KEN LAMBRECHT DIRECTOR 1.00 X 0 0 0 REV TIMOTHY MCDONALD DIRECTOR 1.00 X 0 0 0 MARGOT MILLIKEN DIRECTOR 1.00 X 0 0 0 KIMBERLY OLSON DIRECTOR STARTING 3/29/14 1.00 X 0 0 0 ANNA QUINDLEN DIRECTOR 1.00 X 0 0 0 NATHALIE RAYES DIRECTOR STARTING 3/29/14 1.00 X 0 0 0 DALE REISS DIRECTOR 1.00 X 0 0 0 JOE SOLMONESE DIRECTOR 1.00 X 0 0 0 JENNIFER ALLAN SOROS DIRECTOR THRU 3/29/14 1.00 X 0 0 0 DAYLE STEINBERG DIRECTOR 1.00 X 0 0 0 JUDY TABAR DIRECTOR 1.00 X 0 0 0 KATHLEEN TAIT DIRECTOR 1.00 X 0 0 0 AISHA TYLER DIRECTOR THRU 3/29/14 1.00 X 0 0 0 CECILE RICHARDS PRESIDENT 33.00 2.00 X 451752 31405 107771 WALLACE D'SOUZA CHIEF FINANCIAL OFFICER 33.00 2.00 X 206091 10847 40665 LISA DAVID CHIEF OPERATING OFFICER 35.00 X 376032 0 42996 SANDRA SEDACCA CHIEF DEVELOPMENT OFFICER 33.00 2.00 X 338584 17820 35398 THOMAS SUBAK CHIEF INFORMATION OFFICER 35.00 X 272647 0 34837 DAWN LAGUENS CHIEF EXPERIENCE OFFICER 28.00 7.00 X 344489 91022 45615 DEBRA ALLIGOOD WHITE SR VP & GENERAL COUNSEL 33.00 2.00 X 289057 15214 19872 JENNIE THOMPSON MANAGING DIRECTOR OF DEVEL 33.00 2.00 X 280563 14766 22954 MOLLY EAGAN VP PLANNED PARENTHOOD EXPERIENCE 35.00 X 244426 0 50501 ELIZABETH LILEY NAT'L DIR PRINCIPAL & MAJOR GIFTS 32.00 3.00 X 217788 22862 22685 ANN MCGUINESS SR PRINCIPAL GIFTS OFFICER 4.00 31.00 X 23400 210600 13835 EILEEN TWIGGS VP HIT & BUSINESS INITIATIVES 35.00 0.00 X 224671 0 22935 3269500 414536 460064 102 0 1 0 O'BRIEN MCCONNELL & PEARSON 1133 19TH STREET NW 30 WASHINGTON DC 20036 CONSULTING 6469624 GRASSROOTS CAMPAIGNS INC 1321 15TH STREET SUITE 100 DENVER CO 80202 CANVASSING 2230668 BLACKBAUD INC PO BOX 930256 ATLANTA GA 31193 CONSULTING 1203597 CALL 4 HEALTH HCAS OF FL INC 4720 NW BOCA RATON BLVD D-103 BOCA RATON FL 33431 CALL CENTER SERVICES 1045418 SLALOM LLC 821 2ND AVE 1900 SEATTLE WA 98104 CONSULTING 804338 66 877763 458127 9846 167966348 24547663 169312084 NATIONAL CALL CENTER 900099 927467 927467 MEETING REVENUE 900099 324042 324042 ATTORNEY FEE AWARDS 900099 257980 257980 RESEARCH 900099 100649 100649 SMART 800 900099 99024 99024 1709162 1934321 1934321 169207 169207 20078510 18742837 1335673 1335673 1335673 66263 458127 332664 -266401 -266401 1594277 1294005 300272 300272 OVERHEAD FEES 900099 1380350 1380350 SERVICE FEES & OTHER MISC REV 900099 616079 616079 MED INSURANCE REFUND 900099 126538 126538 2122967 176617285 2009434 0 5295767 X 36337929 36337929 3692136 3692136 2693204 1306667 747333 639204 38722848 25547191 6085165 7090492 1652446 1074263 270657 307526 4515063 2973679 146101 1395283 2578659 1625651 423288 529720 736939 475886 133708 127345 545599 114603 396312 34684 57993 56027 1966 4988509 4988509 381827 381827 21526817 16741710 3188954 1596153 1256077 1238853 1534 15690 3989574 2905331 445316 638927 556426 181422 149313 225691 2334675 1613047 313966 407662 5109997 4298294 395396 416307 2254928 1745227 379376 130325 1118115 725036 171021 222058 1947387 752785 967408 227194 550644 334494 126038 90112 OTHER FUNDRAISING EXPEN 6542106 2445464 4096642 REPAIRS & MAINTENANCE 1191360 233267 747898 210195 OUTSIDE PRINTING & ARTW 1183897 885181 65319 233397 BANK CHARGES & LOCKBOX 1142508 729994 201900 210614 591009 402419 84308 104282 148198672 108436556 15822138 23939978 X 11024664 4121062 0 6903602 13330753 40098106 70113681 51111501 2840258 2570728 993775 653403 1114737 957519 71201761 16377110 53818507 54824651 157066358 190557611 4745314 9174049 3406021 3736537 307429404 353684105 14722152 17199943 1284746 152180 35570000 33505000 20630169 24252787 72207067 75109910 X 105174370 142287710 107458892 111275413 22589075 25011072 235222337 278574195 307429404 353684105 X 28418613 9716589 5216656 X 0 1 X 1 0 X 81406695 179504200 155090170 132739759 169312084 718052908 81406695 179504200 155090170 132739759 169312084 718052908 176570674 541482234 600122 630852 687132 1504066 2103528 5525700 1580125 1423121 1205209 2046640 2189230 8444325 732022933 14268935 0.73970 0.70780 X SECTION B, LINE 10, OTHER INCOME CONSISTS OF SPECIAL EVENTS AND AFFILIATE AND OTHER FEES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 168329 168329 521087 521087 689416 689416 135978641 141619212 136668057 142308628 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 985977 990098 712808 689416 3378299 250000 250000 250000 250000 1000000 1500000 155077 107020 215357 168329 645783 PART II-A, COLUMN B AFFILIATES INCLUDED IN LINES 1D(B) AND IE(B): PLANNED PARENTHOOD FOUNDATION 13-3772613 434 WEST 33RD STREET NEW YORK, NY 10001 EXPENSES: $713 VOXENT 61-1541009 72960 FRED WARING DRIVE PALM DESERT, CA 92260 EXPENSES $5,639,858 PPFA 21ST CENTURY INC. 16-1681541 434 WEST 33RD STREET NEW YORK, NY 10001 EXPENSES $0 THE ABOVE ORGANIZATIONS HAVE NOT MADE THE 501(H) ELECTION. 87847469 2191597 12074314 1070814 101042566 48304508 36037595 4483364 977998 87847469 37243759 12468491 -445583 962159 48304508 32559226 54510 5236474 606452 37243758 30011505 285287 2262434 32559226 0.64700 0.24800 0.10500 1 0 29700000 29700000 12072491 754531 11317960 17241255 5799857 11441398 12188015 9822722 2365293 54824651 DUE TO RELATED ORGANIZATIONS 6122792 LIABILITY UNDER SPLIT INTEREST AGREEMENTS 13778683 AMOUNTS HELD ON BEHALF OF AFFILIATES 4351312 24252787 X 189259547 9716589 2013495 11730084 177529463 381827 -1294005 -912178 176617285 148950850 1294005 1294005 147656845 381827 160000 541827 148198672 PART V, LINE 4: THE PURPOSE OF THE ENDOWMENT FUND IS TO PROVIDE FUTURE INCOME FOR PPFA'S OPERATIONS. THE BOARD DESIGNATED ENDOWMENT DOES SO AS WELL, AS A MEANS OF DIVERSIFYING PPFA'S REVENUE BASE, WHICH OTHERWISE RELIES LARGELY ON ANNUAL FUNDRAISING. THE BOARD DESIGNATED ENDOWMENT ALSO HAS TWO OTHER PURPOSES: (1) TO GIVE PPFA BALANCE SHEET STRENGTH TO SUPPORT TAX-EXEMPT BOND FINANCING; AND (2) TO MAKE OTHER, KEY LONG-TERM PROGRAMMATIC AND OPERATIONAL INVESTMENTS. PART X, LINE 2: THE FIN 48 FOOTNOTE PER THE AUDITED FINANCIAL STATEMENTS STATES THAT THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 1,722,260. GAIN ON BENEFICIAL INTEREST IN PERPETUAL TRUST 330,516. GAIN ON HEDGED INTEREST RATE SWAP AGREEMENTS 96,514. LOSS ON CONTRIBUTIONS RECEIVABLE -135,795. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -1,294,005. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,294,005. PART XII, LINE 4B - OTHER ADJUSTMENTS: REVOCATION OF GRANTS AWARDED IN PRIOR YEAR 160,000. 1 CENTRAL AMERICA/CARIBBEAN 0 4 PROGRAM SERVICES REPRODUCTIVE HEALTH 277145 CENTRAL AMERICA/CARIBBEAN 0 0 GRANTS 853204 SOUTH AMERICA 0 3 PROGRAM SERVICES REPRODUCTIVE HEALTH 260067 SOUTH AMERICA 0 0 GRANTS 1360526 SUB-SAHARAN AFRICA 2 21 PROGRAM SERVICES REPRODUCTIVE HEALTH 1974614 SUB-SAHARAN AFRICA 0 0 GRANTS 1478406 NORTH AMERICA 0 2 PROGRAM SERVICES REPRODUCTIVE HEALTH 5019 CENTRAL AMERICA/CARIBBEAN 0 0 INVESTMENT 3314897 2 30 0 0 2 30 9523878 0 9523878 CENTRAL AMERICA / CARIBBEAN REPRODUCTIVE HEALTH PROGRAMS 20000 WIRE TRANSFER 2158 CONTRACEPTIVE SUPPLIES COST CENTRAL AMERICA / CARIBBEAN REPRODUCTIVE HEALTH PROGRAMS 42232 WIRE TRANSFER CENTRAL AMERICA / CARIBBEAN REPRODUCTIVE HEALTH PROGRAMS 75270 WIRE TRANSFER CENTRAL AMERICA / CARIBBEAN REPRODUCTIVE HEALTH PROGRAMS 39963 WIRE TRANSFER CENTRAL AMERICA / CARIBBEAN REPRODUCTIVE HEALTH PROGRAMS 52176 WIRE TRANSFER CENTRAL AMERICA / CARIBBEAN REPRODUCTIVE HEALTH PROGRAMS 120433 WIRE TRANSFER CENTRAL AMERICA / CARIBBEAN REPRODUCTIVE HEALTH PROGRAMS 58617 WIRE TRANSFER 6062 CONTRACEPTIVE SUPPLIES COST CENTRAL AMERICA / CARIBBEAN REPRODUCTIVE HEALTH PROGRAMS 69965 WIRE TRANSFER 1673 CONTRACEPTIVE SUPPLIES COST CENTRAL AMERICA / CARIBBEAN REPRODUCTIVE HEALTH PROGRAMS 38478 WIRE TRANSFER CENTRAL AMERICA / CARIBBEAN REPRODUCTIVE HEALTH PROGRAMS 13061 WIRE TRANSFER CENTRAL AMERICA / CARIBBEAN REPRODUCTIVE HEALTH PROGRAMS 54945 WIRE TRANSFER 11709 CONTRACEPTIVE SUPPLIES COST CENTRAL AMERICA / CARIBBEAN REPRODUCTIVE HEALTH PROGRAMS 85256 WIRE TRANSFER CENTRAL AMERICA / CARIBBEAN REPRODUCTIVE HEALTH PROGRAMS 45676 WIRE TRANSFER CENTRAL AMERICA / CARIBBEAN REPRODUCTIVE HEALTH PROGRAMS 39282 WIRE TRANSFER CENTRAL AMERICA / CARIBBEAN REPRODUCTIVE HEALTH PROGRAMS 35608 WIRE TRANSFER CENTRAL AMERICA / CARIBBEAN REPRODUCTIVE HEALTH PROGRAMS 50783 WIRE TRANSFER 6053 CONTRACEPTIVE SUPPLIES COST SOUTH AMERICA REPRODUCTIVE HEALTH PROGRAMS 34190 WIRE TRANSFER 5988 CONTRACEPTIVE SUPPLIES COST SOUTH AMERICA REPRODUCTIVE HEALTH PROGRAMS 14043 WIRE TRANSFER 13280 CONTRACEPTIVE SUPPLIES COST SOUTH AMERICA REPRODUCTIVE HEALTH PROGRAMS 53142 WIRE TRANSFER 2246 CONTRACEPTIVE SUPPLIES COST SOUTH AMERICA REPRODUCTIVE HEALTH PROGRAMS 74722 WIRE TRANSFER 0 SOUTH AMERICA REPRODUCTIVE HEALTH PROGRAMS 10156 WIRE TRANSFER 23596 CONTRACEPTIVE SUPPLIES COST SOUTH AMERICA REPRODUCTIVE HEALTH PROGRAMS 7454 WIRE TRANSFER 22990 CONTRACEPTIVE SUPPLIES COST SOUTH AMERICA REPRODUCTIVE HEALTH PROGRAMS 39848 WIRE TRANSFER 0 SOUTH AMERICA REPRODUCTIVE HEALTH PROGRAMS 415230 WIRE TRANSFER 0 SOUTH AMERICA REPRODUCTIVE HEALTH PROGRAMS 30200 WIRE TRANSFER 0 SOUTH AMERICA REPRODUCTIVE HEALTH PROGRAMS 10767 WIRE TRANSFER 0 SOUTH AMERICA REPRODUCTIVE HEALTH PROGRAMS 25000 WIRE TRANSFER 0 SOUTH AMERICA REPRODUCTIVE HEALTH PROGRAMS 35020 WIRE TRANSFER 0 SOUTH AMERICA REPRODUCTIVE HEALTH PROGRAMS 68500 WIRE TRANSFER 0 SOUTH AMERICA REPRODUCTIVE HEALTH PROGRAMS 139608 WIRE TRANSFER 0 SOUTH AMERICA REPRODUCTIVE HEALTH PROGRAMS 90000 WIRE TRANSFER 0 SOUTH AMERICA REPRODUCTIVE HEALTH PROGRAMS 58600 WIRE TRANSFER 0 SOUTH AMERICA REPRODUCTIVE HEALTH PROGRAMS 44394 WIRE TRANSFER 778 CONTRACEPTIVE SUPPLIES COST SOUTH AMERICA REPRODUCTIVE HEALTH PROGRAMS 194821 WIRE TRANSFER SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 44542 WIRE TRANSFER 0 SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 98416 WIRE TRANSFER SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 23052 WIRE TRANSFER SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 24998 WIRE TRANSFER SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 22887 WIRE TRANSFER SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 27729 WIRE TRANSFER SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 29489 WIRE TRANSFER SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 16948 WIRE TRANSFER SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 40408 WIRE TRANSFER SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 68380 WIRE TRANSFER SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 115471 WIRE TRANSFER SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 69342 WIRE TRANSFER SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 30167 WIRE TRANSFER SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 129188 WIRE TRANSFER 56273 CONTRACEPTIVE SUPPLIES COST SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 24889 WIRE TRANSFER SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 58019 WIRE TRANSFER SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 28232 WIRE TRANSFER SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 36476 WIRE TRANSFER SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 40809 WIRE TRANSFER SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 15034 WIRE TRANSFER SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 15034 WIRE TRANSFER SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 25057 WIRE TRANSFER SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 12862 WIRE TRANSFER SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 130565 WIRE TRANSFER SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 192211 WIRE TRANSFER SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 24942 WIRE TRANSFER SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 46114 WIRE TRANSFER SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 26210 WIRE TRANSFER SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 44818 WIRE TRANSFER 63 0 0 0 1 1 0 0 PART I, LINE 2: INTERNATIONAL GRANT PROCESS - AT THE DEVELOPMENT PHASE OF EACH PROJECT, PLANNED PARENTHOOD FEDERATION OF AMERICA, INC'S GLOBAL DIVISION STAFF AND THE GRANTEE ORGANIZATION DEVELOP AND DOCUMENT THE AGREED UPON PROJECT OBJECTIVES, OUTPUT AND KEY ACTIVITIES, WORK PLAN AND BUDGET. THESE DOCUMENTS BECOME THE TOOLS THAT ARE USED TO MEASURE AND MONITOR THE PROGRESS OF THE PROJECT. THE GRANTEE ORGANIZATION IS REQUIRED TO SUBMIT A PROGRESS AND FINANCIAL REPORT EVERY FOUR MONTHS. EACH FINANCIAL REPORT IS REVIEWED TO DETERMINE THAT PROJECTS ARE CONDUCTED IN ACCORDANCE WITH THE WORK PLAN AND BUDGET. IN ADDITION, ON-SITE MONITORING OF FINANCIAL AND PROGRAMMATIC ACTIVITIES IS PERFORMED MULTIPLE TIMES ANNUALLY. PART I, LINE 3: INVESTMENTS ARE RECORDED AT YEAR END BOOK VALUE AND EXPENDITURES ARE REPORTED ON THE ACCRUAL METHOD OF ACCOUNTING. X X X X X X X 1 O'BRIEN MCCONNELL & PEARSON 1133 19TH STREET NW WASHINGTON DC 20036 CONSULTING 0 26152827 7205329 18947498 MR STRATEGIC SERVICES INC 1901 L STREET NW STE 800 WASHINGTON DC 20036 CONSULTING 0 4572054 272979 4299075 GRASSROOTS CAMPAIGNS INC 59 TEMPLE PLACE BOSTON MA 02111 CANVASSING 0 1049817 2261872 -1212055 DONOR SERVICES GROUP 6715 SUNSET BLVD LOS ANGELES CA 90028 TELEMARKETING 0 1042726 780773 261953 TELEFUND PO BOX 120557 BOSTON MA 02112 TELEMARKETING 0 382702 233755 148947 GORDON SCHWENKMEYER INC 360 N SEPULVEDA BLVD EL SEGUNDO CA 90245 TELEMARKETING 0 364153 239460 124693 INTEGRAL RESOURCES INC 1972 MASSACHUSETTS AVE CAMBRIDGE MA 02140 TELEMARKETING 0 241868 268758 -26890 SD&A TELESERVICES 5757 W CENTURY BLVD LOS ANGELES CA 90045 TELEMARKETING 0 214681 115508 99173 PUBLIC INTEREST COMMUNICATIONS INC 7700 LEESBURG PIKE SUITE 301N FALLS CHURCH VA 22043 TELEMARKETING 0 58396 46256 12140 SHARE 3008 MONTICELLO BLVD CLEVELAND HEIGHTS OH 44118 TELEMARKETING 0 47822 50575 -2753 34127046 11475265 22651781 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC ANNUAL GALA 524390 458127 66263 112558 132739 66800 20566 524390 458127 66263 112558 132739 66800 20566 332663 -266400 SCHEDULE G, PART I, LINE 2B, COLUMN (V) AMOUNTS PAID TO SELECT TELEMARKETERS, SUCH AS GRASSROOTS CAMPAIGNS, INC., RESULTED IN A CURRENT YEAR LOSS BUT SECURED FUTURE DONORS. PART I, LINE 2B, COLUMN (V) & FORM 990, PART IX, LINE 24A IN ADDITION TO PROFESSIONAL FUNDRAISER EXPENSES INCLUDED ON LINE 11E, $6,542,106 OF OTHER REIMBURSED EXPENSES WERE PAID DIRECTLY TO PROFESSIONAL FUNDRAISERS FOR DIRECT POSTAGE/FREIGHT($2,898,335),PRINTING($2,085,766), MAIL HOUSE COSTS($873,053), LIST USAGE($586,543), AND OTHER COSTS($98,409). THESE REIMBURSED EXPENSES ARE REPORTED ON FORM 990, PART IX, LINE 24A. THE PROFESSIONAL FUNDRAISER'S CONTRACTS DISTINGUISH BETWEEN PAYMENT FOR SERVICES AND PAYMENT FOR THESE EXPENSES. 1 AFFILIATE CHIEF EXECUTIVES COUNCIL INC 4 SKYLINE DR HAWTHORNE NY 10532 311319168 501C (3) 7500 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH. BETTER HEALTH PARTNERSHIP 1144 LOCUST ST PHILADELPHIA PA 19107 233084482 501C (3) 76508 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH. CHARLES VANDALIA LLC 671 VANDALI ST ST PAUL MN 55114 260142749 LLC 37245 TO PROVIDE TECHNOLOGY SUPPORT TO PP AFFILIATES. CONGRESSIONAL BLACK CAUCUS FOUNDATION INC 1720 MASSACHUSETTS AVE NW WASHINGTON DC 20036 521160561 501C (3) 5400 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH. GUTTMACHER INSTITUTE 125 MAIDEN LANE 7TH FLOOR NEW YORK NY 10038 132890727 501C (3) 50000 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH. MT BAKER PLANNED PARENTHOOD 1509 CORNWALL AVE BELLINGHAM WA 98225 910846274 501C (3) 27850 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. NATIONAL ASSOCIATION OF BLACK JOURNALISTS 1100 KNIGHT HALL SUITE 3100 COLLEGE PARK MD 20742 521266959 501C (3) 12500 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH. NEW YORK STATE AFFILIATES OF PP 406 JAMESVILLE AVE SYRACUSE NY 13210 133834672 501C (3) 37741 TO PROVIDE TECHNOLOGY SUPPORT TO PP AFFILIATES. PP ACTION FUND INC 434 WEST 33RD ST NEW YORK NY 10001 133539048 501C (4) 4500000 TO SUPPORT ADVOCACY EFFORTS. THIS GRANT PROHIBITS LOBBYING AND ELECTORAL ACTIVITY. PP ADVOCATES OF OREGON PO BOX 12267 PORTLAND OR 97212 931040482 501C (4) 15020 TO SUPPORT ADVOCACY EFFORTS. THIS GRANT PROHIBITS LOBBYING AND ELECTORAL ACTIVITY. PP AFFILIATES OF NJ PO BOX 928 ELIZABETH NJ 07207 510172233 501C (3) 48478 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP ASSOCIATION OF HIDALGO COUNTY 916 EAST HACKBERRY SUITE A SAN DIEGO CA 92108 741655329 501C (3) 27261 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP ASSOCIATION OF LUBBOCK INC BRIERCOFT OFFICE PARK BLDG 14 LUBBOCK TX 79401 751220739 501C (3) 11531 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP ASSOCIATION OF MERCER AREA 437 EAST STATE ST UNIT 1 TRENTON NJ 08608 210723248 501C (3) 32722 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP ASSOCIATION OF UTAH 654 SOUTH 900 EAST SALT LAKE CITY UT 84102 870288909 501C (3) 283373 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP CENTER FOR CHOICE 4600 GULF FREEWAY HOUSTON TX 77023 680610636 501C (3) 826630 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP COLUMBIA WILLAMETTE 3727 NE MARTIN LUTHER KINGS JR BLVD PORTLAND OR 97212 936031270 501C (3) 726946 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP GULF COAST 4600 GULF FREEWAY HOUSTON TX 77023 741100163 501C (3) 542061 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP HEALTH SYSTEMS INC 100 S BOYLAN AVE RALEIGH NC 27603 561282557 501C (3) 1087736 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP HUDSON PECONIC 4 SKYLINE DR HAWTHORNE NY 10532 112454790 501C (3) 214129 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP KEYSTONE 5920 HAMILTON BLVD ALLENTOWN PA 18106 232450112 501C (3) 499526 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP LEAGUE OF MASSACHUSETTS 1055 COMMONWEALTH AVE BOSTON MA 02215 040610636 501C (3) 399535 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP MAR MONTE 1691 THE ALAMEDA SAN JOSE CA 95126 941583439 501C (3) 732857 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP MOHAWK HUDSON 1424 GRENESEE ST UTICA NY 13502 146004167 501C (3) 27659 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF ARIZONA 5651 N 7TH ST PHOENIX AZ 85014 860146520 501C (3) 1346289 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF ARKANSAS & EASTERN OKLAHOMA 5921 WEST 12TH ST SUITE C LITTLE ROCK AR 72204 730685955 501C (3) 84205 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF CENTRAL & GREATER NORTHERN NJ 196 SPEEDWELL AVE MORRISTOWN NJ 07960 221643997 501C (3) 165877 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF CENTRAL & WESTERN NY 114 UNIVERSITY AVE ROCHESTER NY 14605 160746860 501C (3) 46876 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF CENTRAL NORTH CAROLINA 1765 DOBBINS DR PO BOX 3258 CHAPEL HILL NC 27514 581484820 501C (3) 558568 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF COLLIER COUNTY 1425 CREECH RD NAPLES FL 34103 650450515 501C (3) 62823 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF DELAWARE 625 SHIPLEY ST WILMINGTON DE 19801 510066725 501C (3) 137527 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF GREATER OHIO 206 EAST STATE ST COLUMBUS OH 43215 314379502 501C (3) 725065 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF GREATER ORLANDO 726 SOUTH TAMPA AVE ORLANDO FL 32805 593092996 501C (3) 291844 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF GREATER TEXAS 7424 GREENVILLE AVE 206 DALLAS TX 75231 521243220 501C (3) 1554098 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF GREATER WASHINGTON & NORTH IDAHO 123 E INDIAN AVE SUITE 100 SPOKANE WA 99207 916071384 501C (3) 93323 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF HAWAII 1350 S KING ST SUITE 309 HONOLULU HI 96814 996012377 501C (3) 35100 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF ILLINOIS 18 S MICHIGAN AV 6TH FLOOR CHICAGO IL 60603 362170901 501C (3) 2419079 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF INDIANA & KENTUCKY 200 S MERIDIAN ST SUITE 400 INDIANAPOLIS IN 46225 350874276 501C (3) 426038 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF KANSAS & MID-MISSOURI 4401 WEST 109TH ST 200 OVERLAND PARK KS 66211 440565390 501C (3) 409243 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF LOS ANGELES 400 WEST 30TH ST LOS ANGELES CA 05401 952408623 501C (3) 361191 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF MARYLAND 330 NORTH HOWARD ST BALTIMORE MD 21201 520607930 501C (3) 108656 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF METROPOLITAN NEW JERSEY 151 WASHINGTON ST NEWARK NJ 07102 221539559 501C (3) 43200 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF METROPOLITAN WASHINGTON DC 1108 16TH ST NW WASHINGTON DC 20036 530204621 501C (3) 763906 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF MID AND SOUTH MICHIGAN 3100 PROFESSIONAL DR PO BOX 3673 ANN ARBOR MI 48104 381707521 501C (3) 531421 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF MIDDLE & EAST TENNESSEE 50 VANTAGE WAY SUITE 102 NASHVILLE TN 37228 626050064 501C (3) 783197 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF MID-HUDSON VALLEY 178 CHURCH ST POUGHKEEPSIE NY 12601 141344810 501C (3) 49287 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF MINNESOTA ND & SD 671 VANDALIA ST ST PAUL MN 55114 410948382 501C (3) 372700 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF MONTANA 2525 4TH AVE N SUITE 201 BILLINGS MT 59101 810307201 501C (3) 72506 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF NASSAU COUNTY 540 FULTON AVE HEMPSTEAD NY 11550 111776035 501C (3) 71919 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF NEW YORK CITY INC 26 BLEECKER ST NEW YORK NY 10012 132621497 501C (3) 768657 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF NORTH FLORIDA INC 3850 BEACH BLVD JACKSONVILLE FL 32207 591061757 501C (3) 60560 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF NORTHERN NEW ENGLAND 128 LAKESIDE AVE 301 BURLINGTON VT 05401 030222941 501C (3) 324588 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF ORANGE & SAN BERNARDINO COUNTIES 700 S TUSTIN ST ORANGE CA 92866 956152773 501C (3) 71015 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF SANTA BARBARA VENTURA & SAN LUIS OBISPO COUNTIES INC 518 GARDEN ST SANTA BARBARA CA 93101 952319356 501C (3) 92181 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF SOUTH CENTRAL NEW YORK INC 117 HAWLEY ST BINGHAMTON NY 13901 161552690 501C (3) 16340 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF SOUTH FLORIDA & THE TREASURE COAST INC 2300 N FLORIDA MANGO RD WEST PALM BEACH FL 33409 591391115 501C (3) 1267341 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF SOUTHEASTERN PENNSYLVANIA 1144 LOCUST ST PHILADELPHIA PA 19107 231352509 501C (3) 2047883 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF SOUTHEASTERN VIRGINIA 515 NEWTOWN RD VIRGINIA BEACH VA 23462 540929058 501C (3) 140871 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF SOUTHERN NEW ENGLAND INC CT 345 WHITNEY AVE NEW HAVEN CT 06511 060263565 501C (3) 447441 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF SOUTHERN NEW JERSEY 317 BROADWAY CAMDEN NJ 08103 216008381 501C (3) 13217 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF SOUTHWEST & CENTRAL FLORIDA INC 736 CENTRAL AVE SARASOTA FL 34236 591274328 501C (3) 735804 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF SOUTHWEST OHIO REGION 2314 AUBURN AVE CINCINNATI OH 45219 310536688 501C (3) 390409 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF THE GREAT NORTHWEST 2001 E MADISON ST SEATTLE WA 98122 910686012 501C (3) 637005 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF THE GREATER MEMPHIS REGION 2430 POPLAR AVE SUITE 100 MEMPHIS TN 38112 626073178 501C (3) 234436 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF THE HEARTLAND 1171 7TH ST SEATTLE WA 98122 420727488 501C (3) 728531 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF THE NORTH COUNTRY NY 160 STONE ST WATERTOWN NY 13601 160919175 501C (3) 22111 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF THE PACIFIC SOUTHWEST 1075 CAMINO DEL RIO SOUTH SAN DIEGO CA 92108 956111785 501C (3) 186497 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF THE ROCKY MOUNTAINS 7155 E 38TH AVE DENVER CO 80207 840404253 501C (3) 1174173 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF THE SOUTHEAST 75 PIEDMONT AVE NE SUITE 800 ATLANTA GA 30303 586045874 501C (3) 1198263 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF THE SOUTHERN FINGER LAKES 314 W STATE ST ITHACA NY 14850 160953368 501C (3) 54841 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH. PP OF THE ST LOUIS REGION & SW MISSOURI 4251 FOREST PARK AVE ST LOUIS MO 63108 430652666 501C (3) 640227 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF THE UPPER HUDSON INC 855 CENTRAL AVE ALBANY NY 12206 146000805 501C (3) 25373 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF WEST TEXAS 314 SECOR ST MIDLAND TX 79701 751229350 501C (3) 20317 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF WESTERN PENNSYLVANIA 933 LIBERTY AVE PITTSBURGH PA 15222 250965474 501C (3) 222619 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF WISCONSIN 302 N JACKSON ST MILWAUKEE WI 53202 390863391 501C (3) 571874 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP PASADENA & SAN GABRIEL VALLEY INC 2233 LAKE AVE 2ND FLOOR ALTADENA CA 91001 951916050 501C (3) 52313 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP SHASTA PACIFIC 2185 PACHECO ST CONCORD CA 94520 941575233 501C (3) 555675 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP SOUTHWESTERN OREGON 3579 FRANKLIN BLVD EUGENE OR 97403 930573822 501C (3) 89666 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP SOUTH TEXAS 104 BABCOCK RD SAN ANTONIO TX 78201 471297211 501C (3) 901580 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PROTECT OUR FAMILIES 7155 E 38TH AVE DENVER CO 80207 841464199 501C (4) 125000 TO SUPPORT ADVOCACY EFFORTS. THIS GRANT PROHIBITS LOBBYING AND ELECTORAL ACTIVITY. REPRODUCTIVE HEALTH SERVICES OF PPSLR 4251 FOREST PARK AVE ST LOUIS MO 63108 431848056 501C (3) 264000 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. SIX RIVERS PP 3225 TIMBER FALL CT EUREKA CA 95503 942333653 501C (3) 15805 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. VIRGINIA LEAGUE FOR PP INC 201 N HAMILTON ST RICHMOND VA 23221 540505973 501C (3) 399909 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF WEST AND NORTHERN MICHIGAN 425 CHERRY ST SE GRAND RAPIDS MI 49503 381782520 501C (3) 44461 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. 80 4 PART I, LINE 2: GRANT MONITORING PROCESS: THE MAJORITY OF THE GRANTS ARE TO AFFILIATES FOR GENERAL SUPPORT TO FURTHER THEIR MISSION. FOR GRANTS THAT ARE AWARDED FOR SPECIFIC PURPOSES, THE ORGANIZATION'S MANAGEMENT MONITORS, ON A CONTINUING BASIS, THE USAGE OF GRANTS TO ENSURE SUCH GRANTS ARE USED FOR INTENDED PURPOSES. THE GRANTEES ARE REQUIRED TO SUBMIT A NARRATIVE AND FINANCIAL REPORT EXPLAINING HOW THE GRANT FUNDS WERE SPENT. X X X 0 1 0 0 0 0 0 0 0 CECILE RICHARDS PRESIDENT 427597 29726 23375 1625 780 54 99422 6912 1344 93 552518 38410 0 0 WALLACE D'SOUZA CHIEF FINANCIAL OFFICER 205820 10833 0 0 271 14 8661 456 29971 1577 244723 12880 0 0 LISA DAVID CHIEF OPERATING OFFICER 375198 0 0 0 834 0 13241 0 29755 0 419028 0 0 0 SANDRA SEDACCA CHIEF DEVELOPMENT OFFICER 337820 17780 0 0 764 40 7125 375 26503 1395 372212 19590 0 0 THOMAS SUBAK CHIEF INFORMATION OFFICER 272362 0 0 0 285 0 7650 0 27187 0 307484 0 0 0 DAWN LAGUENS CHIEF EXPERIENCE OFFICER 312619 82601 31640 8360 230 61 10843 2865 25238 6669 380570 100556 0 0 DEBRA ALLIGOOD WHITE SR VP & GENERAL COUNSEL 264929 13944 23750 1250 378 20 0 0 18878 994 307935 16208 0 0 JENNIE THOMPSON MANAGING DIRECTOR OF DEVEL 279434 14707 0 0 1129 59 10458 550 11349 597 302370 15913 0 0 MOLLY EAGAN VP PLANNED PARENTHOOD EXPERIENCE 243958 0 0 0 468 0 14926 0 35575 0 294927 0 0 0 ELIZABETH LILEY NAT'L DIR PRINCIPAL & MAJOR GIFTS 217544 22836 0 0 244 26 2617 275 17913 1880 238318 25017 0 0 ANN MCGUINESS SR PRINCIPAL GIFTS OFFICER 23400 210600 0 0 0 0 1377 12393 7 58 24784 223051 0 0 EILEEN TWIGGS VP HIT & BUSINESS INITIATIVES 199734 0 24677 0 260 0 11939 0 10996 0 247606 0 0 0 PART I, LINE 4B THE PRESIDENT, CECILE RICHARDS, PARTICIPATED IN A 457(F) PLAN BEGINNING IN CALENDAR YEAR 2011. TOTAL AMOUNT DEFERRED TO THIS PLAN FOR THE CALENDAR YEAR 2013 AMOUNTED TO $93,380. A PUBLIC FINANCE AUTHORITY 273866124 2011-12-20 30000000 TO PROVIDE FUNDS FOR PURCHASE OF NEW YORK OFFICE 0 0 0 A 1000000 30000000 30000000 2011 0 0 1 1 A 0 0 1 1 0 0.05400 0.05400 0 0 1 A 0 0 1 0 0 0 0 0 1 A 1 X 296 24547663 FAIR MARKET VALUE 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 PLANNED PARENTHOOD FEDERATION OF AMERICA, INC.("PPFA") IS A NOT-FOR-PROFIT MEMBERSHIP ORGANIZATION. THE MEMBERS OF PPFA ARE ITS SEPARATELY INCORPORATED AFFILIATES (ALL 501(C)(3) PUBLIC CHARITIES) AND THE PPFA BOARD OF DIRECTORS. EACH AFFILIATE HAS THREE (3) MEMBERSHIP VOTES, AND EACH MEMBER OF THE BOARD OF DIRECTORS HAS ONE (1) MEMBERSHIP VOTE. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF PLANNED PARENTHOOD FEDERATION OF AMERICA ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERSHIP APPROVES CHANGES IN THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11 PLANNED PARENTHOOD FEDERATION OF AMERICA, INC.'S FORM 990 IS PREPARED BY THE ORGANIZATION'S FINANCE STAFF AND REVIEWED INTERNALLY BY THE CHIEF FINANCIAL OFFICER AND THE LEGAL DEPARTMENT. THE DRAFT FORM 990 IS THEN REVIEWED EXTERNALLY BY AN INDEPENDENT PAID TAX PREPARER. ANY REVISIONS ARE PRESENTED TO THE ORGANIZATION AND ONCE REVISED, THE FINAL DRAFT FORM 990 IS REVIEWED BY THE ORGANIZATION'S AUDIT COMMITTEE. ONCE THE DRAFT 990 IS APPROVED BY THE AUDIT COMMITTEE, COPIES OF THE COMPLETED FORM 990 ARE PROVIDED TO EACH VOTING MEMBER OF THE GOVERNING BOARD PRIOR TO SUBMISSION AND FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY - PLANNED PARENTHOOD FEDERATION OF AMERICA, INC. ("PPFA") ASKS ITS KEY EMPLOYEES,OTHER EMPLOYEES, OFFICERS AND OTHER BOARD MEMBERS TO REVIEW AND SIGN A CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. PPFA'S LEGAL COUNSEL FOLLOWS UP TO RESOLVE ANY DISCLOSED CONFLICTS. IF A CONFLICT IS IDENTIFIED, THE INTERESTED INDIVIDUAL MAY NOT PARTICIPATE IN DELIBERATIONS OR DISCUSSIONS, BE PRESENT FOR A VOTE, OR VOTE ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW PROCESS - PLANNED PARENTHOOD FEDERATION OF AMERICA, INC. ("PPFA") HAS A COMPENSATION SETTING BODY (THE "BODY") THAT REVIEWS AND APPROVES THE COMPENSATION OF THE LEADERSHIP STAFF OF PPFA INCLUDING THE PRESIDENT, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, AND OTHER MEMBERS OF THE EXECUTIVE TEAM. THIS INDEPENDENT BODY IS COMPRISED OF THE OFFICERS OF THE PPFA BOARD, WITH THE CHAIR OF THE BOARD SERVING AS ITS CHAIR. THE ANNUAL REVIEW AND APPROVAL OF THE SALARIES OF THESE EMPLOYEES USES COMPARABILITY DATA SUCH AS INDUSTRY SURVEYS, DOCUMENTED COMPENSATION OF PERSONS HOLDING SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS,AND/OR INDEPENDENT COMPENSATION STUDIES. RESULTS ARE DOCUMENTED CONTEMPORANEOUSLY IN MINUTES. FORM 990, PART VI, SECTION C, LINE 19 PLANNED PARENTHOOD FEDERATION OF AMERICA'S ANNUAL REPORT AND FORM 990 ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION A, LINE 1A EXECUTIVE COMMITTEE PPFA BYLAWS PROVIDE FOR AN EXECUTIVE COMMITTEE WHICH IS RESPONSIBLE TO THE BOARD AND HAS FULL POWER TO ACT IN THE OPERATION AND MANAGEMENT OF PPFA IF AN URGENT MATTER ARISES BETWEEN BOARD MEETINGS. THE COMMITTEE MUST REQUEST THAT THE BOARD RATIFY THE COMMITTEE'S DECISIONS AT THE NEXT REGULARLY SCHEDULED BOARD MEETING. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 16,741,710. MANAGEMENT AND GENERAL EXPENSES 3,188,954. FUNDRAISING EXPENSES 1,596,153. TOTAL EXPENSES 21,526,817. FORM 990, PART IX, LINE 11G - FEES FOR SERVICE - OTHER $21,526,818 OF OTHER FEES FOR SERVICES CONSISTED OF CONSULTANT FEES ($11,675,428), OTHER PROFESSIONAL FEES ($6,720,317), REIMBURSED EXPENSES ($880,885), DATABASE FEES($600,000), LIST USAGE ($571,116), SECURITY EXPENSES ($490,929), RECRUITMENT FEES ($470,903), AND TEMPORARY HELP ($117,240). FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 1,722,260. GAIN ON BENEFICIAL INTEREST IN PERPETUAL TRUST 330,516. GAIN ON HEDGED INTEREST RATE SWAP AGREEMENTS 96,514. LOSS ON CONTRIBUTIONS RECEIVABLE -135,795. REVOCATION OF GRANTS AWARDED IN PRIOR YEAR 160,000. TRANSFER OF PLANNED PARENTHOOD FOUNDATION'S NET ASSETS TO PPFA 3,043,161. 434W33CHC LLC C/O PPFA 434 WEST 33RD ST NEW YORK NY 10001 131644147 REAL ESTATE VA 0 0 PPFA PROPER ATTIRE LLC C/O PPFA 434 WEST 33RD ST NEW YORK NY 10001 271986483 CONDOM SALES DE 409648 936592 PPFA COMMUNITY CONNECT LLC C/O PPFA 434 WEST 33RD ST NEW YORK NY 10001 463961161 AFFORDABLE CARE ACT CANVASSING DE 6000000 245910 PPFA PLANNED PARENTHOOD ACTION FUNDINC(PPAF) 434 WEST 33RD STREET NEW YORK NY 10001 133539048 ADVOCACY NY 501(C)(4) N/A PPFA 1 PLANNED PARENTHOOD FOUNDATION 434 WEST 33RD STREET NEW YORK NY 10001 133772613 SUPPORTING NY 501(C)(3) LINE 11A, I PPFA 1 PLANNED PARENTHOOD VOTES 434 WEST 33RD STREET NEW YORK NY 10001 134128897 POLITICAL ACTIVITIES NY 527 N/A PLANNED PARENTHOOD ACTION FUND INC 1 PLANNED PARENTHOOD ACTION FUND INC PAC 434 WEST 33RD STREET NEW YORK NY 10001 133885199 POLITICAL ACTIVITIES NY 527 N/A PLANNED PARENTHOOD ACTION FUND INC 1 VOXENT 72960 FRED WARING DRIVE PALM DESERT CA 92260 611541009 TECHNOLOGY SUPPORT CA 501(C)(3) LINE 11A, I PPFA 1 PPFA 21ST CENTURY INC 434 WEST 33RD STREET NEW YORK NY 10001 161681541 SUPPORTING DC 501(C)(3) LINE 11A, I PPFA 1 COMMUNITY OUTREACH GROUP LLC C/O PPAF 434 WEST 33RD ST NEW YORK NY 10001 465346839 COMMUNITY-BASED ORGANIZING, ADVOCACY AND CANVASSING DE PPAF C 0 CHARITABLE REMAINDER TRUST (16) CHARITABLE REMAINDER TRUSTS NY PPFA T 0 CHARITABLE LEAD TRUST (2) CHARITABLE LEAD TRUSTS NY PPFA T 0 POOLED INCOME FUND POOLED INCOME FUND MO PPFA T 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 1 PLANNED PARENTHOOD ACTION FUND INC A 41327 ESTIMATE BASED ON USAGE PLANNED PARENTHOOD ACTION FUND INC B 4500000 ACTUAL AMOUNT DISBURSED PLANNED PARENTHOOD ACTION FUND INC L 824056 ESTIMATE BASED ON USAGE VOXENT M 531598 ACTUAL AMOUNT DISBURSED PLANNED PARENTHOOD ACTION FUND INC N 556294 ESTIMATE BASED ON USAGE PLANNED PARENTHOOD ACTION FUND INC O 8119270 ESTIMATE BASED ON USAGE PLANNED PARENTHOOD ACTION FUND INC Q 9540947 ACTUAL AMOUNT DISBURSED PLANNED PARENTHOOD FOUNDATION S 3043161 ACTUAL AMOUNT TRANSFERRED PART II DIRECT CONTROL OVER SECTION 527 ORGANIZATIONS PLANNED PARENTHOOD FEDERATION OF AMERICA DOES NOT DIRECTLY CONTROL PLANNED PARENTHOOD VOTES OR PLANNED PARENTHOOD ACTION FUND PAC, INC. DIRECT CONTROL OVER THESE ENTITIES IS EXERCISED BY PLANNED PARENTHOOD ACTION FUND, INC.