2014-09-15T11:44:15-05:00 2013-12-31 420714325 MCGLADREY LLP 1185 AVENUE OF THE AMERICAS NEW YORK NY 100362602 990 2013-01-01 141344810 PLANNED PARENTHOOD OF THE MID-HUDSON VALLEY INC PLAN 8454711530 178 CHURCH STREET POUGHKEEPSIE NY 12601 RUTH-ELLEN BLODGETT PRESIDENT/CEO 8454711530 2014-09-17 1 MARTIN GREIF P00029738 2123721000 2013 2015-11-30 17:44:51Z RUTH-ELLEN BLODGETT 178 CHURCH STREET POUGHKEEPSIE NY 12601 8841260 0 X WWW.PLANNEDPARENTHOOD.ORG/MID-HUDSON-VALLEY X 1943 NY PROVIDE GYNECOLOGICAL & FAMILY PLANNING SERVICES AS WELL AS PROVIDE EDUCATION ON REPRODUCTIVE AND SEXUAL HEALTH. 15 15 101 74 0 0 3349787 3759328 4706266 4781947 -7471 51512 206474 143710 8255056 8736497 10000 10000 0 0 4412195 4588847 0 0 180640 3811870 4194571 8234065 8793418 20991 -56921 6225533 6189000 1825057 1706091 4400476 4482909 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.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. 0 0 5692784 4930697 CLINICAL SERVICES - PRIMARY AND PREVENTATIVE HEALTH SERVICES, INCLUDING PERSONAL COUNSELING AND EXAMINATION OF PATIENTS. PROVIDE CONTRACEPTIVES, REFERRAL FOR INFERTILITY AND OTHER MEDICAL ISSUES, ABORTIONS, STERILIZATION, TREATMENT FOR SEXUALLY TRANSMITTED DISEASES CARE PROVIDED TO 24,653 PATIENTS DURING 2013 IN DUTCHESS, ULSTER, SULLIVAN AND ORANGE COUNTIES. 900513 10000 EDUCATION & OUTREACH - PROVIDE SEXUALITY AND REPRODUCTIVE HEALTH EDUCATION AND PRINTED MATERIALS TO SCHOOLS, ORGANIZATIONS AND GROUPS IN DUTCHESS, ULSTER, SULLIVAN AND ORANGE COUNTIES. 222257 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. 6815554 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 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 40 0 1 101 1 0 0 0 0 0 1 1 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X RUTH-ELLEN BLODGETT PRESIDENTCEO 8454711530 178 CHURCH STREET POUGHKEEPSIE NY 12601 BLAKE RIDER CHAIR 1.00 X X 0 0 0 FRED COOK VICE-CHAIR, NOMINATING & G 1.00 1.00 X X 0 0 0 HELEN ULLRICH TREASURER/CHAIR OF FINANCE 1.00 1.00 X X 0 0 0 SHANNON WONG SECRETARY/CHAIR, OUTREACH 1.00 1.00 X X 0 0 0 IRA HOCHMAN CHAIR, DEVELOPMENT 1.00 X X 0 0 0 MAUREEN BURKE DIRECTOR,UNTIL AUG. 2013 1.00 X 0 0 0 MARTIN CHARWAT DIRECTOR 1.00 X 0 0 0 LEAH FELDMAN DIRECTOR 1.00 1.00 X 0 0 0 JULIA GOINGS-PERROT DIRECTOR 1.00 X 0 0 0 STEPHEN KATZ MD DIRECTOR 1.00 X 0 0 0 KELLYANN KOSTYAL-LARRIER DIRECTOR 1.00 X 0 0 0 IRWIN ROSENTHAL DIRECTOR 1.00 X 0 0 0 BARBARA SARAH DIRECTOR 1.00 X 0 0 0 MIMI TANNEN DIRECTOR 1.00 X 0 0 0 CATHIE HUNTER DIRECTOR, AS OF APR.2013 1.00 X 0 0 0 CYNTHIA LOWE DIRECTOR, AS OF JUNE 2013 1.00 X 0 0 0 RUTH-ELLEN BLODGETT PRESIDENT & CEO 38.00 X 176663 0 6886 WILLIAM TROY JOHNSON CHIEF INFORMATION OFFICER 38.00 X 118098 0 16524 PATRICIA TESSLER VP OF CLINICAL SERVICES 38.00 X 110970 0 0 CHRISTINA ROBIE VP OF ORGANIZATIONAL DEVEL 38.00 X 89544 0 16053 MARY RADFORD DIRECTOR OF FINANCE 38.00 X 84991 0 7959 JOSHUA JAFFE MEDICAL DIRECTOR 38.00 X 150516 0 0 RAYMA BURNETT-BIGLANE PHYSICIAN 25.00 X 110717 0 20548 841499 0 67970 5 0 1 0 HEALTHCARE MANAGEMENT SOLUTIONS LLC PO BOX 56 VAILS GATE NY 12584 FINANCIAL MANAGEMENT 280467 QUALITY BILLING SERVICE INC 3 NEPTUNE RD SUITE A20B POUGHKEEPSIE NY 12601 MEDICAL BILLING 249633 2 230480 2635539 893309 2957 3759328 THIRD PARTY PAYORS 900099 4342619 4342619 SELF-PAY 900099 439328 439328 4781947 27082 27082 6500 0 6500 6500 6500 90807 66377 24430 24430 24430 16600 230480 38386 -21786 -21786 EHR INCENTIVE PROGRAM 900099 148750 148750 MISCELLANEOUS 900099 10246 10246 158996 8736497 4930697 0 46472 X 10000 10000 775511 607211 145456 22844 2881716 2264502 532092 85122 60577 44450 14432 1695 522628 383491 124508 14629 348415 255657 83005 9753 23638 23638 59423 59423 897366 576654 313922 6790 115293 82237 5215 27841 188275 154592 26780 6903 552350 535788 16562 90820 60672 30148 18023 12047 5976 31349 1339 30010 237050 14850 221900 300 249169 230074 19095 92809 92809 MEDICAL SUPPLIES 806327 806327 LABORATORY FEES & OUTSI 384191 384191 BAD DEBT 148183 148183 IMPAIRMENT LOSS ON PP&E 94903 94903 205402 150480 50159 4763 8793418 6815554 1797224 180640 424106 433691 610149 456471 627915 1101839 1104990 579370 68010 188791 114152 125121 3521988 1811150 2219736 1710838 986480 816859 326464 69995 449556 6225533 6189000 948772 1023461 835710 635316 40575 47314 1825057 1706091 X 4167030 3891120 233446 591789 4400476 4482909 6225533 6189000 -56921 139354 0 X 0 1 X 1 1 1 X 4435445 4115926 3235009 3349787 3759328 18895495 4435445 4115926 3235009 3349787 3759328 18895495 907274 17988221 95228 28690 39473 34853 27082 225326 13344 22844 2184 218134 158996 415502 19536323 21883250 0.92080 0.95840 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS EHR INCENTIVE PROGRAM RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 238000 238000 1434522 765234 669288 626379 188408 437971 1223087 857508 365579 1710838 TIAA CREF S&P 500 INDEX FD INST CL 326464 F 326464 SECURITY DEPOSITS 31917 ANNUITY RECEIVABLES 18873 DUE FROM RELATED ENTITY 17173 ASSET HELD FOR SALE 296593 OTHER RECEIVABLE 85000 449556 DEFERRED RENT 36390 CAPITAL LEASE OBLIGATION 10924 47314 X 8774853 139354 47185 186539 8588314 148183 148183 8736497 8688280 53045 53045 8635235 158183 158183 8793418 PART X, LINE 2: THE ORGANIZATION QUALIFIES AS A CHARITABLE ORGANIZATION AS DEFINED BY SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(A). THE ORGANIZATION IS EXEMPT FROM NEW YORK STATE INCOME TAXES. PPMHV IS SUBJECT TO UNRELATED BUSINESS INCOME TAX ("UBIT"), IF APPLICABLE. FOR THE YEARS ENDED DECEMBER 31, 2013 AND 2012, PPMHV DID NOT OWE ANY UBIT. MANAGEMENT HAS EVALUATED PPMHV'S INCOME TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2013 AND 2012 AND CONCLUDED THAT PPMHV HAD TAKEN NO UNCERTAIN INCOME TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE CONSOLIDATED FINANCIAL STATEMENTS. GENERALLY, PPMHV IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2010, WHICH IS THE STANDARD STATUTE OF LIMITATIONS LOOK-BACK PERIOD. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE NETTED AGAINST FUNDRAISING REVENUE 38,386. PLANNED PARENTHOOD OF THE MID-HUDSON VALLEY ACTION FUND REVENUE 8,799. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 148,183. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE NETTED AGAINST FUNDRAISING REVENUE 38,386. PLANNED PARENTHOOD OF THE MID-HUDSON VALLEY ACTION FUND EXPENSES 14,659. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 148,183. GRANT EXPENSE 10,000. SPRING SOIREE 91501 81281 10220 10660 1000 3227 RHINEBECK BENEFIT 46550 45620 930 1000 2640 1880 4 109029 103579 5450 500 5496 7313 4670 247080 230480 16600 1500 8136 17973 1000 9777 38386 -21786 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. 0 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 PREPARRED BY THE DIRECTOR OF FINANCE 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 0 0 0 0 0 0 0 0 0 RUTH-ELLEN BLODGETT PRESIDENT & CEO 168705 0 0 0 7958 0 5061 0 1825 0 183549 0 0 0 JOSHUA JAFFE MEDICAL DIRECTOR 150000 0 0 0 516 0 0 0 0 0 150516 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE BOARD OF DIRECTORS AND FINANCE 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. PPMHV IS A MEMBER OF PLANNED PARENTHOOD FEDERATION OF AMERICA, THEREFORE, THE BOARD 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 BOARD REVIEWS PUBLIC INFORMATION OF CEO'S OF NON-PROFIT ORGANIZATIONS IN THE GREATER METROPOLITAN AND HUDSON VALLEY REGION, INCLUDING A 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 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 IX, LINE 11G PURCHASED SERVICES - BILLING: PROGRAM SERVICE EXPENSES 276,763. MANAGEMENT AND GENERAL EXPENSES 908. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 277,671. STAFFING AGENCY FEES: PROGRAM SERVICE EXPENSES 172,982. MANAGEMENT AND GENERAL EXPENSES 2,969. FUNDRAISING EXPENSES 6,790. TOTAL EXPENSES 182,741. CONTRACTED SERVICES - GRANTS: PROGRAM SERVICE EXPENSES 50,000. MANAGEMENT AND GENERAL EXPENSES 2,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 52,500. PROFESSIONAL OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 49,678. MANAGEMENT AND GENERAL EXPENSES 307,545. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 357,223. CONTRACTED SERVICES - YOUTH HEALTH PROMOTERS: PROGRAM SERVICE EXPENSES 22,231. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,231. MANAGEMENT SERVICES FEES: PROGRAM SERVICE EXPENSES 5,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,000. 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