2014-01-31T09:51:41-06:00 2013-06-30 135565207 KPMG LLP 345 PARK AVENUE NEW YORK NY 101540102 990 2012-07-01 131644147 PLANNED PARENTHOOD FEDERATION OF AMERICA INC PLAN 2125417800 434 WEST 33RD STREET NEW YORK NY 100012601 WALLACE D'SOUZA 2125417800 2014-01-31 1 P00501222 2127589700 2012 2015-11-30 17:44:51Z CECILE RICHARDS 434 WEST 33RD STREET NEW YORK NY 100012601 171051383 0 X WWW.PLANNEDPARENTHOOD.ORG X 1922 NY LEADERSHIP AND ADVOCACY IN THE FIELD OF REPRODUCTIVE HEALTH - SEE SCHEDULE O 31 31 494 50 0 0 155090170 132739759 1435014 1799101 1341260 2437167 1595436 2393031 159461880 139369058 42135565 45839132 0 0 34793890 40609798 3894257 7260458 24520514 44590994 44126265 125414706 137835653 34047174 1533405 302321522 307429404 73029459 72207067 229292063 235222337 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 64316416 31947076 1155186 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 HEALTH CARE SYSTEM. 18436958 8934205 969901 ENGAGE COMMUNITIES - PROGRAMS DESIGNED TO ENGAGE BROAD AND DIVERSE COMMUNITIES TO REDUCE HEALTH DISPARITIES AND IMPROVE SEXUAL HEALTH FOR THE NEXT GENERATION. 12163872 4579822 156870 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. 3136484 218000 3483 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. 1492152 160029 11243 RENEW LEADERSHIP - PROGRAMS DESIGNED TO RECRUIT AND DEVELOP YOUNG, DIVERSE LEADERS DEDICATED TO PROVIDING SEXUAL HEALTHCARE AND EDUCATION. 4628636 378029 14726 99545882 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 1 199 0 1 494 1 0 1 SU KE NI 0 0 0 1 1 0 0 0 0 X 31 31 1 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AL AK AZ 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 1.00 X X 0 0 0 CECILIA BOONE 1.00 X X 0 0 0 NAOMI ABERLY 1.00 X X 0 0 0 LOU ZELLNER 1.00 X X 0 0 0 VERONICA DELA ROSA 1.00 X X 0 0 0 KATHLEEN TAIT 1.00 X X 0 0 0 SHERI BONNER 1.00 X 0 0 0 KAREN CAMPBELL 1.00 X 0 0 0 CINDY CHAVEZ 1.00 X 0 0 0 ANDREINA CORDOVA 1.00 X 0 0 0 DHARMA CORTES 1.00 X 0 0 0 ANNETTE CUMMING 1.00 X 0 0 0 STEPHEN DEBERRY 1.00 X 0 0 0 BRIAN FELDMAN 1.00 X 0 0 0 JUANITA FRANCIS 1.00 X 0 0 0 LINDA GRUBER 1.00 X 0 0 0 CATHY HAMPTON 1.00 X 0 0 0 SASHA HEINZ 1.00 X 0 0 0 MARYANA ISKANDER 1.00 X 0 0 0 KATE JHAVERI 1.00 X 0 0 0 DR PAULA JOHNSON 1.00 X 0 0 0 JILL LAFER 1.00 X 0 0 0 KEN LAMBRECHT 1.00 X 0 0 0 DIANNE LUBY 1.00 X 0 0 0 ELENA MARKS 1.00 X 0 0 0 REV TIMOTHY MCDONALD 1.00 X 0 0 0 MARGOT MILLIKEN 1.00 X 0 0 0 MICHAEL NEWTON 1.00 X 0 0 0 ANNA QUINDLEN 1.00 X 0 0 0 DALE REISS 1.00 X 0 0 0 SHAMINA SINGH 1.00 X 0 0 0 JOE SOLMONESE 1.00 X 0 0 0 JENNIFER ALLAN SOROS 1.00 X 0 0 0 DAYLE STEINBERG 1.00 X 0 0 0 JUDY TABAR 1.00 X 0 0 0 AISHA TYLER 1.00 X 0 0 0 CECILE RICHARDS 33.00 2.00 X 396866 25331 101419 WALLACE D'SOUZA 33.00 2.00 X 153382 4744 23185 LINNEA DORIN 35.00 0.00 X 321464 0 25356 LISA DAVID 35.00 0.00 X 340410 0 43825 SANDRA SEDACCA 33.00 2.00 X 278777 14673 34120 THOMAS SUBAK 35.00 0.00 X 252406 0 33054 DAWN LAGUENS 28.00 7.00 X 219286 146190 33629 JENNIE THOMPSON 33.00 2.00 X 231743 4730 22687 MOLLY EAGAN 35.00 0.00 X 234632 0 47144 KAREN RUFFATTO 35.00 0.00 X 356603 0 31297 DANA SINGISER 18.00 17.00 X 120654 115922 11326 ANN MCGUINESS 4.00 31.00 X 23400 210600 14153 2929623 522190 421195 98 0 1 0 O'BRIEN MCCONNELL & PEARSON 1133 19TH STREET NW WASHINGTON DC 20036 CONSULTING 6502455 GRASSROOTS CAMPAIGNS INC 1321 15TH STREET SUITE 100 DENVER CO 80202 TELEMARKETING 3706819 SEIU-CC LLC PO BOX 2238 NEW YORK NY 10108 TELEMARKETING 1067934 WCG INC 60 FRANCISCO STREET SAN FRANCISCO CA 94133 BRAND DEVELOPMENT CONSULTING 889061 BLACKBAUD INC PO BOX 930256 ATLANTA GA 31193 CONSULTING 848998 63 728779 337665 131673315 21310355 132739759 MEETING REVENUE 900099 847497 847497 NATIONAL CALL CENTER 900099 569954 569954 RESEARCH 900099 215564 215564 SMART 800 900099 166086 166086 1799101 1365214 1365214 138852 138852 31354407 30282454 1071953 1071953 1071953 75245 337665 290043 -214798 -214798 1607410 1109828 497582 497582 OVERHEAD FEES 900099 1028330 1028330 ARMS COST SHARING REIMBURSEMENT 900099 386705 386705 MED INSURANCE REFUND 900099 164524 164524 391836 391836 1971395 139369058 2296683 0 4332616 X 40462050 40462050 5377082 5377082 2119903 794853 774444 550606 31127004 19172951 5467322 6486731 1092285 667930 187357 236998 4037877 2527452 673553 836872 2232729 1292323 428938 511468 654198 442782 118651 92765 237698 142100 44385 51213 49766 40934 8832 7260458 7260458 205671 205671 14495476 11327849 1992936 1174691 1550974 1464978 77638 8358 4548213 2738407 939632 870174 1205028 384324 577839 242865 2296159 1428900 402659 464600 4126284 3388423 289139 448722 2159508 1664564 284138 210806 1229960 732380 231021 266559 2061455 1013503 319701 728251 525426 323824 107770 93832 OTHER FUNDRAISING EXPEN 5521588 2337840 3183748 OUTSIDE PRINTING & ARTW 1173658 739580 83643 350435 BANK CHARGES & LOCKBOX 1118502 685757 196163 236582 REPAIRS & MAINTENANCE 413953 115408 210885 87660 552748 279688 155772 117288 137835653 99545882 13769257 24520514 X 12941704 5479207 0 7462497 1800 13330753 23330449 93079633 70113681 2975879 2840258 649844 993775 1068584 1114737 68249578 14431071 54414995 53818507 121431236 157066358 2108451 4745314 3260651 3406021 302321522 307429404 15273889 14722152 1284746 37595000 35570000 20160570 20630169 73029459 72207067 X 88306836 105174370 121192015 107458892 19793212 22589075 229292063 235222337 302321522 307429404 X 1533405 3250013 1146856 X 0 1 X 1 0 X 105522820 81406695 179504200 155090170 132739759 654263644 105522820 81406695 179504200 155090170 132739759 654263644 182247730 472015914 1102592 600122 630852 687132 1504066 4524764 1856794 1580125 1423121 1205209 2046640 8111889 666900297 12956550 0.70780 0.71270 X SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: SECTION B, LINE 10, OTHER INCOME CONSISTS OF SPECIAL EVENTS AND AFFILIATE AND OTHER FEES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 215357 215357 497451 497451 712808 712808 124340798 128680143 125053606 129392951 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 497278 985977 990098 712808 3186161 250000 250000 250000 250000 1000000 1500000 173842 155077 107020 215357 651296 PART IV, SUPPLEMENTAL INFORMATION: AFFILIATES INCLUDED IN PART II-A, LINE 1D(B)AND 1E(B): PLANNED PARENTHOOD FOUNDATION 13-3772613 434 WEST 33RD STREET NEW YORK, NY 10001 EXPENSES: $75,677 VOXENT 61-1541009 72960 FRED WARING DRIVE PALM DESERT, CA 92260 EXPENSES: $4,263,668 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. 48304508 36037595 4483364 977998 87847469 37243759 12468491 -445583 962159 48304508 32559226 54510 5236474 606452 37243758 30011505 285287 2262434 32559226 35755268 157946 -5137961 763748 30011505 0.67300 0.25700 0.07000 1 0 29700000 29700000 12072491 452718 11619773 15038080 5083316 9954764 11439007 8895037 2543970 53818507 DUE TO RELATED ORGANIZATIONS 4118087 LIABILITY UNDER SPLIT INTEREST AGREEMENTS 12562915 AMOUNTS HELD ON BEHALF OF AFFILIATES 3949167 20630169 X 144670084 3250013 1146856 4396869 140273215 205671 -1109828 -904157 139369058 138739810 1109828 1109828 137629982 205671 205671 137835653 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 935,382. GAIN ON BENEFICIAL INTEREST IN PERPETUAL TRUST 145,370. GAIN ON HEDGED INTEREST RATE SWAP AGREEMENTS 184,426. LOSS ON CONTRIBUTIONS RECEIVABLE -118,322. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -1,109,828. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,109,828. 1 CENTRAL AMERICA/CARIBBEAN 0 4 PROGRAM SERVICES REPRODUCTIVE HEALTH 250258 CENTRAL AMERICA/CARIBBEAN 0 0 GRANTS 644525 SOUTH AMERICA 0 1 PROGRAM SERVICES REPRODUCTIVE HEALTH 267277 SOUTH AMERICA 0 0 GRANTS 861469 SUB-SAHARAN AFRICA 3 24 PROGRAM SERVICES REPRODUCTIVE HEALTH 1439458 SUB-SAHARAN AFRICA 0 0 GRANTS 3771087 NORTH AMERICA 0 1 PROGRAM SERVICES REPRODUCTIVE HEALTH 50676 NORTH AMERICA 0 0 GRANTS 100000 CENTRAL AMERICA/CARIBBEAN 0 0 INVESTMENT 1741599 3 30 0 0 3 30 7384750 1741599 9126349 SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 29333 WIRE TRANSFER 0 SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 78368 WIRE TRANSFER 0 SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 58020 WIRE TRANSFER 0 SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 36507 WIRE TRANSFER 0 SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 88305 WIRE TRANSFER 0 SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 136737 WIRE TRANSFER 3500 COMMODITIES COST SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 32709 WIRE TRANSFER 10600 COMMODITIES COST SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 25680 WIRE TRANSFER 0 SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 77871 WIRE TRANSFER 7000 COMMODITIES COST SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 24505 WIRE TRANSFER 0 SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 24611 WIRE TRANSFER 10416 COMMODITIES COST SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 36656 WIRE TRANSFER 9692 COMMODITIES COST SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 409913 WIRE TRANSFER 0 SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 275265 WIRE TRANSFER 0 SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 483042 WIRE TRANSFER 0 SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 846600 WIRE TRANSFER 0 SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 529938 WIRE TRANSFER 0 SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 191061 WIRE TRANSFER 14128 COMMODITIES COST SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 24877 WIRE TRANSFER 0 SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 25335 WIRE TRANSFER 0 SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 23239 WIRE TRANSFER 0 COMMODITIES COST SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 11560 WIRE TRANSFER 0 SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 24965 WIRE TRANSFER 0 SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 25930 WIRE TRANSFER 7400 COMMODITIES COST SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 61910 WIRE TRANSFER 24245 COMMODITIES COST SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 27205 WIRE TRANSFER 0 SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 27055 WIRE TRANSFER 0 SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 26390 WIRE TRANSFER 0 SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 27090 WIRE TRANSFER 0 SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 24945 WIRE TRANSFER 14400 COMMODITIES COST SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH PROGRAMS 55465 WIRE TRANSFER 0 CENTRAL AMERICA / CARIBBEAN REPRODUCTIVE HEALTH PROGRAMS 50693 WIRE TRANSFER 0 CENTRAL AMERICA / CARIBBEAN REPRODUCTIVE HEALTH PROGRAMS 37200 WIRE TRANSFER 0 CENTRAL AMERICA / CARIBBEAN REPRODUCTIVE HEALTH PROGRAMS 66391 WIRE TRANSFER 34809 COMMODITIES COST CENTRAL AMERICA / CARIBBEAN REPRODUCTIVE HEALTH PROGRAMS 50902 WIRE TRANSFER 5258 COMMODITIES COST CENTRAL AMERICA / CARIBBEAN REPRODUCTIVE HEALTH PROGRAMS 35040 WIRE TRANSFER 2276 COMMODITIES COST CENTRAL AMERICA / CARIBBEAN REPRODUCTIVE HEALTH PROGRAMS 24099 WIRE TRANSFER 0 CENTRAL AMERICA / CARIBBEAN REPRODUCTIVE HEALTH PROGRAMS 29985 WIRE TRANSFER 0 CENTRAL AMERICA / CARIBBEAN REPRODUCTIVE HEALTH PROGRAMS 33724 WIRE TRANSFER 6755 COMMODITIES COST CENTRAL AMERICA / CARIBBEAN REPRODUCTIVE HEALTH PROGRAMS 43202 WIRE TRANSFER 0 CENTRAL AMERICA / CARIBBEAN REPRODUCTIVE HEALTH PROGRAMS 25000 WIRE TRANSFER 3681 COMMODITIES COST CENTRAL AMERICA / CARIBBEAN REPRODUCTIVE HEALTH PROGRAMS 50565 WIRE TRANSFER 54757 COMMODITIES COST CENTRAL AMERICA / CARIBBEAN REPRODUCTIVE HEALTH PROGRAMS 32669 WIRE TRANSFER 0 CENTRAL AMERICA / CARIBBEAN REPRODUCTIVE HEALTH PROGRAMS 23903 WIRE TRANSFER 0 CENTRAL AMERICA / CARIBBEAN REPRODUCTIVE HEALTH PROGRAMS 29688 WIRE TRANSFER 0 CENTRAL AMERICA / CARIBBEAN REPRODUCTIVE HEALTH PROGRAMS 90792 WIRE TRANSFER 0 CENTRAL AMERICA / CARIBBEAN REPRODUCTIVE HEALTH PROGRAMS 20672 WIRE TRANSFER 0 NORTH AMERICA REPRODUCTIVE HEALTH PROGRAMS 100000 WIRE TRANSFER 0 SOUTH AMERICA REPRODUCTIVE HEALTH PROGRAMS 40000 WIRE TRANSFER 0 SOUTH AMERICA REPRODUCTIVE HEALTH PROGRAMS 102622 WIRE TRANSFER 3082 COMMODITIES COST SOUTH AMERICA REPRODUCTIVE HEALTH PROGRAMS 108819 WIRE TRANSFER 9000 COMMODITIES COST SOUTH AMERICA REPRODUCTIVE HEALTH PROGRAMS 24500 WIRE TRANSFER 0 SOUTH AMERICA REPRODUCTIVE HEALTH PROGRAMS 35000 WIRE TRANSFER 0 SOUTH AMERICA REPRODUCTIVE HEALTH PROGRAMS 40020 WIRE TRANSFER 0 SOUTH AMERICA REPRODUCTIVE HEALTH PROGRAMS 63647 WIRE TRANSFER 6317 COMMODITIES COST SOUTH AMERICA REPRODUCTIVE HEALTH PROGRAMS 29752 WIRE TRANSFER 0 SOUTH AMERICA REPRODUCTIVE HEALTH PROGRAMS 80794 WIRE TRANSFER 7805 COMMODITIES COST SOUTH AMERICA REPRODUCTIVE HEALTH PROGRAMS 57270 WIRE TRANSFER 0 SOUTH AMERICA REPRODUCTIVE HEALTH PROGRAMS 20160 WIRE TRANSFER 0 SOUTH AMERICA REPRODUCTIVE HEALTH PROGRAMS 142650 WIRE TRANSFER 0 SOUTH AMERICA REPRODUCTIVE HEALTH PROGRAMS 31683 WIRE TRANSFER 0 SOUTH AMERICA REPRODUCTIVE HEALTH PROGRAMS 28948 WIRE TRANSFER 0 SOUTH AMERICA REPRODUCTIVE HEALTH PROGRAMS 53325 WIRE TRANSFER 0 63 0 0 0 1 1 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, 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. METHOD USED TO ACCCOUNT FOR EXPENDITURES: SCHEDULE F, 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 1 O'BRIEN MCCONNELL & PEARSON 1133 19TH STREET NW WASHINGTON DC 20036 CONSULTING 0 31179067 6228233 24950834 MR STRATEGIC SERVICES INC 1901 L STREET NW STE 800 WASHINGTON DC 20036 CONSULTING 0 3943438 286428 3657010 GRASSROOTS CAMPAIGNS INC 59 TEMPLE PLACE BOSTON MA 02111 TELEMARKETING 0 1849612 3493461 -1643849 DONOR SERVICES GROUP 6715 SUNSET BLVD LOS ANGELES CA 90028 TELEMARKETING 0 1326867 661539 665328 INTEGRAL RESOURCES INC 1972 MASSACHUSETTS AVE CAMBRIDGE MA 02140 TELEMARKETING 0 1026418 839878 186540 TELEFUND PO BOX 120557 BOSTON MA 02112 TELEMARKETING 0 607104 327381 279723 GORDON SCHWENKMEYER INC 360 N SEPULVEDA BLVD EL SEGUNDO CA 90245 TELEMARKETING 0 478698 656659 -177961 SD&A TELESERVICES 5757 W CENTURY BLVD LOS ANGELES CA 90045 TELEMARKETING 0 169024 88729 80295 ARIA 717 WEST ST GERMAIN ST ST CLOUD MN 56301 TELEMARKETING 0 165444 81477 83967 HARRIS DIRECT 6800 OWENSMOUTH AVE CANOGA PARK CA 91303 TELEMARKETING 0 111976 76987 34989 40857648 12740772 28116876 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 ANNUAL GALA 388675 334905 53770 138307 29484 58855 40407 ANN AT LINCOLN CENTER 24235 2760 21475 18025 4293 672 412910 337665 75245 156332 33777 58855 41079 290043 -214798 EXPLANATION OF FUNDRAISING PAYMENTS 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. OTHER FUNDRAISING EXPENSES LINE 24 IN ADDITION TO PROFESSIONAL FUNDRAISER EXPENSES INCLUDED ON LINE 11E AND 11G, $5,521,588 OF OTHER REIMBURSED EXPENSES WERE PAID DIRECTLY TO PROFESSIONAL FUNDRAISERS FOR DIRECT POSTAGE/FREIGHT ($2,521,389), PRINTING ($1,731,965),MAIL HOUSE COSTS ($709,602), LIST USAGE (421,324) AND OTHER COSTS ($137,308). 1 PLANNED PARENTHOOD ACTION FUND 434 WEST 33RD ST NEW YORK NY 10001 133539048 501C (4) 4000000 TO SUPPORT ADVOCACY EFFORTS. THIS GRANT PROHIBITS LOBBYING AND ELECTORAL ACTIVITY. PP OF ILLINOIS 18 S MICHIGAN AV 6TH FLOOR CHICAGO IL 60603 362170901 501C (3) 2475580 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF SOUTHEASTERN PENNSYLVANIA 1144 LOCUST ST PHILADELPHIA PA 19107 231352509 501C (3) 2360535 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) 1607997 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF ARIZONA 5651 N 7TH ST PHOENIX AZ 85014 860146520 501C (3) 1497064 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) 1373533 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF THE HEARTLAND 1171 7TH ST SEATTLE WA 98122 420727488 501C (3) 1133730 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP CENTER FOR CHOICE 4600 GULF FREEWAY HOUSTON TX 77023 680610636 501C (3) 1086000 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) 958895 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF METROPOLITAN WASHINGTON DC 1108 16TH STNW WASHINGTON DC 20036 530204621 501C (3) 933822 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) 923348 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP GULF COAST 4600 GULF FREEWAY HOUSTON TX 77023 741100163 501C (3) 907897 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF SOUTH FLORIDA AND THE TREASURE COAST INC 2300 N FLORIDA MANGO ROAD WEST PALM BEACH FL 33409 591391115 501C (3) 907767 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) 880074 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF THE ST LOUIS REGION & SW MISSOURI 4251 FOREST PARK AVE ST LOUIS MO 63108 430652666 501C (3) 825084 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF MIDDLE AND EAST TENNESSEE 50 VANTAGE WAY SUITE 102 NASHVILLE TN 37228 626050064 501C (3) 807640 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) 768590 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF WISCONSIN 302 N JACKSON ST MILWAUKEE WI 53202 390863391 501C (3) 746185 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) 743215 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF KANSAS & MID-MISSOURI 4401 WEST 109TH STREET 200 OVERLAND PARK KS 66211 440565390 501C (3) 712704 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP MAR MONTE 1691 THE ALAMEDA SAN JOSE CA 95126 941583439 501C (3) 707851 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) 678300 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) 654243 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP COLUMBIA WILLAMETTE 3727 NE MARTIN LUTHER KINGS JR BLVD BLVD PORTLAND OR 97212 936031270 501C (3) 639205 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF CENTRAL NORTH CAROLINA 1765 DOBBINS DRIVE PO BOX 3258 CHAPEL HILL NC 27514 581484820 501C (3) 546154 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF INDIANA 200 S MERIDIAN ST SUITE 400 INDIANAPOLIS IN 46225 350874276 501C (3) 519731 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. VOXENT 72960 FRED WARING DRIVE PALM DESERT CA 92260 611541009 501C (3) 516390 TO PROVIDE TECHNOLOGY SUPPORT TO PP AFFILIATES. PP OF GREATER OHIO 206 EAST STATE ST COLUMBUS OH 43215 314379502 501C (3) 498349 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF NORTHEAST MID-PENN & BUCKS CO 5920 HAMILTON BLVD ALLENTOWN PA 18106 232450112 501C (3) 489461 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) 466452 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP SHASTA PACIFIC 2185 PACHECO STREET CONCORD CA 94520 941575233 501C (3) 444590 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF MINNESOTANORTH DAKOTASOUTH DAKOTA 671 VANDALIA ST ST PAUL MN 55114 410948382 501C (3) 430334 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP LEAGUE OF MASSACHUSETTS 1055 COMMONWEALTH AVE BOSTON MA 02215 040610636 501C (3) 429319 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) 400612 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) 386547 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) 351322 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) 338645 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF WESTERN PENNSYLVANIA 933 LIBERTY AVE PITTSBURGH PA 15222 250965474 501C (3) 322135 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF WEST TEXAS 314 SECOR ST MIDLAND TX 79701 751229350 501C (3) 312902 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. REPRODUCTIVE HEALTH SERVICES OF PPSLR 4251 FOREST PARK AVE ST LOUIS MO 63108 431848056 501C (3) 302000 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF DELAWARE 625 SHIPLEY ST WILMINGTON DE 19801 510066725 501C (3) 287338 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) 268870 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) 236474 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. THE EDUCATION FUND OF FAMILY PLANNING 17 ELK ST ALBANY NY 12207 222757367 501C (3) 231750 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. BETTER HEALTH PARTNERSHIP 1144 LOCUST ST PHILADELPHIA PA 19107 233084482 501C (3) 226509 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS TECHNICAL SUPPORT. PP HUDSON PECONIC 4 SKYLINE DRIVE HAWTHORNE NY 10532 112454790 501C (3) 213906 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. BALLOT INITIATIVE STRATEGY CENTER FOUNDATION 1825 K STREET NW 411 WASHINGTON DC 20006 043454684 501C (3) 200000 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH. PP TRUST OF SOUTH TEXAS 104 BABCOCK ROAD SAN ANTONIO TX 78201 471297211 501C (3) 193415 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) 187087 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF GREATER NORTHERN NEW JERSEY 196 SPEEDWELL AVE MORRISTOWN NJ 07960 221643997 501C (3) 175656 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF SOUTHEASTERN VIRGINIA 515 NEWTOWN ROAD VIRGINIA BEACH VA 23462 540929058 501C (3) 173578 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF ARKANSAS AND EASTERN OKLAHOMA 5921 WEST 12TH STREET STE C LITTLE ROCK AR 72204 730685955 501C (3) 158852 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) 139893 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) 138342 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF MARYLAND 330 NORTH HOWARD ST BALTIMORE MD 21201 520607930 501C (3) 131843 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF THE TEXAS CAPITAL REGION 201 EAST BEN WHITE BLVD BLDG B AUSTIN TX 78704 741005756 501C (3) 124013 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF CENTRAL PENNSYLVANIA 728 SOUTH BEAVER ST YORK PA 17401 231580959 501C (3) 115451 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. VOTE NO ON 6 736 CENTRAL AVE SARASOTA FL 34236 455297902 501C (4) 115000 TO SUPPORT ADVOCACY AGAINST BALLOT MEASURE. THIS GRANT PROHIBITS LOBBYING AND ELECTORAL ACTIVITY. PP ADVOCATES OF OHIO 206 EAST STATE ST COLUMBUS OH 21201 310937837 501C (4) 107000 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH. THIS GRANT PROHIBITS LOBBYING AND ELECTORAL ACTIVITY. PP ASSOCIATION OF MERCER AREA 437 EAST STATE ST UNIT 1 TRENTON NJ 08608 210723248 501C (3) 106819 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF COLLIER COUNTY 1425 CREECH ROAD NAPLES FL 34103 650450515 501C (3) 105495 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) 95560 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF NASSAU COUNTY 540 FULTON AVE HEMPSTEAD NY 11550 111776035 501C (3) 89006 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF MONTANA 2525 4TH AVE NORTH SUITE 201 BILLINGS MT 59101 810307201 501C (3) 88528 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) 87957 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) 86894 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP SOUTHWESTERN OREGON 3579 FRANKLIN BLVD EUGENE OR 97403 930573822 501C (3) 79996 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) 76005 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. FLORIDA ALLIANCE OF PLANNED PARENTHOOD 736 CENTRAL AVE SARASOTA FL 34236 593142119 501C (3) 75000 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. SIX RIVERS PP 3225 TIMBER FALL COURT EUREKA CA 95503 942333653 501C (3) 61636 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF GREATER WASHINGTON AND NORTH IDAHO 123 E INDIAN AVE SUITE 100 SPOKANE WA 99207 916071384 501C (3) 52264 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) 52190 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP AFFILIATES OF MICHIGAN 425 CHERRY ST SE GRAND RAPIDS MI 49503 382346424 501C (3) 48972 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) 45005 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP TRUST SAN ANTONIO 104 BABCOCK ROAD SAN ANTONIO TX 78201 741297211 501C (3) 44299 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. LABORATORY SERVICES COOPERATIVE 2001 E MADISON SEATTLE WA 98122 263613271 501C (3) 40777 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH. PP OF SOUTHERN NEW JERSEY 317 BROADWAY CAMDEN NJ 08103 216008381 501C (3) 40327 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) 39617 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF THE ROCHESTERSYRACUSE REGION INC 114 UNIVERSITY AVE ROCHESTER NY 14605 160743085 501C (3) 38245 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. NEW YORK STATE AFFILIATES OF PP 406 JAMESVILLE AVE SYRACUSE NY 13210 133834672 501C (3) 37741 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. CHARLES VANDALIA LLC 671 VANDALI ST ST PAUL MN 55114 260142749 LLC 37245 TO PROVIDE TECHNOLOGY SUPPORT TO PP AFFILIATES. PP OF NEW MEXICO 719 SAN MATEO NE ALBUQUERQUE NM 87108 850197745 501C (3) 33077 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) 31168 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. NATIONAL ASSOCIATION ADV OF COLORED PEOPLE 4805 MOUNT HOPE DRIVE BALTIMORE MD 21215 131084135 501C (3) 25000 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH. IMPLEXHEALTH LLC 145 HICKS ST A-54 BROOKLYN NY 11201 743159952 LLC 25000 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH. PP OF WESTERN NEW YORK 2697 MAIN ST BUFFALO NY 14214 160746860 501C (3) 24200 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP MOHAWK HUDSON 1424 GRENESEE ST UTICA NY 13502 146004167 501C (3) 23287 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. MT BAKER PLANNED PARENTHOOD 1509 CORNWALL AVE BELLINGHAM WA 98225 910846274 501C (3) 22281 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. IPAS PO BOX 9990 CHAPEL HILL NC 27515 561071085 501C (3) 22000 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) 21685 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH. PP OF KENTUCKY 1025 S 2ND ST LOUISVILLE KY 40203 610481704 501C (3) 21232 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. MEDICAL DIRECTORS COUNCIL 40950 WOODWARD AVE SUITE 306 BLOONFIELD HILLS MI 48304 200363930 501C (3) 20000 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH. INTERNATIONAL PLANNED PARENTHOOD FEDERATION 2001 L ST NW 2ND FLOOR WASHINGTON DC 20036 204365831 501C (3) 20000 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF SOUTH CENTRAL NEW YORK INC 117 HAWLEY STREET BINGHAMTON NY 13901 161552690 501C (3) 17981 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF THE NORTH COUNTRY 160 STONE STREET WATERTOWN NY 13601 160919175 501C (3) 17036 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. LEADERSHIP CENTER FOR THE COMMON GOOD 11 DUPONT CIRCLE NW 2ND FLOOR WASHINGTON DC 20036 272163366 501C (3) 15220 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH. HUMAN RIGHTS CAMPAIGN 1640 RHODE ISLAND AVE NW WASHINGTON DC 20036 521481896 501C (3) 12700 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH. NFPRHA 1627 K STREET NW 12TH FLOOR WASHINGTON DC 20006 237323629 501C (3) 12200 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH. PP OF WEST AND NORTHERN MICHIGAN 425 CHERRY ST SE GRAND RAPIDS MI 49503 381782520 501C (3) 11749 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. PP OF WACO FAMILY PLANNING AND SURGICAL 1121 ROSS AVE SUITE A WACO TX 76706 742329031 501C (3) 11000 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. THE LEADERSHIP CONFERENCE EDUCATION FUND 1629 K STREET NW 10TH FLOOR WASHINGTON DC 20006 237026895 501C (3) 10000 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH. WOMEN'S INFORMATION NETWORK 2 DOWNING STREET ROME GA 30161 581992969 501C (3) 10000 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH. MEXICAN AMERICAN LEGAL DEFENSE 634 S SPRINGS STREET 12 LOS ANGELES CA 90014 741563270 501C (3) 8500 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH. CENTER FOR AMERICAN PROGRESS 1333 H STREET NW 10TH FLOOR WASHINGTON DC 20005 300126510 501C (3) 6400 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH. NARAL PRO-CHOICE AMERICA FOUNDATION 1156 15TH ST NW SUITE 700 WASHINGTON DC 20005 132630359 501C (4) 6000 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH. THIS GRANT PROHIBITS LOBBYING AND ELECTORAL ACTIVITY. ALLIANCE FOR JUSTICE 11 DUPONT CIRCLE NW SUITE 200 WASHINGTON DC 20036 521009973 501C (3) 6000 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH. PP OF CENTRAL OKLAHOMA 619 NW 23RD STREET OKLAHOMA CITY OK 73103 730660035 501C (3) 5683 TO SUPPORT PROGRAMS REGARDING REPRODUCTIVE HEALTH AS WELL AS GENERAL SUPPORT. HEKTOEN INSTITUTE LLC 2240 W OGDEN AVE 2ND FLOOR CHICAGO IL 60612 362244897 LLC 5330 TO SUPPORT RESEARCH STUDY REGARDING REPRODUCTIVE HEALTH. 101 7 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 0 0 X X X X X 1 1 0 0 0 0 0 0 0 CECILE RICHARDS 396138 25285 0 0 728 46 91888 5865 3446 220 492200 31416 0 0 WALLACE D'SOUZA 153171 4737 0 0 211 7 0 0 22489 696 175871 5440 0 0 LINNEA DORIN 321066 0 0 0 398 0 0 0 25356 0 346820 0 0 0 LISA DAVID 339636 0 0 0 774 0 13393 0 30432 0 384235 0 0 0 SANDRA SEDACCA 278041 14634 0 0 736 39 7125 375 25289 1331 311191 16379 0 0 THOMAS SUBAK 252136 0 0 0 270 0 7500 0 25554 0 285460 0 0 0 DAWN LAGUENS 219124 146082 0 0 162 108 251 167 19927 13284 239464 159641 0 0 JENNIE THOMPSON 230579 4706 0 0 1164 24 11164 228 11069 226 253976 5184 0 0 MOLLY EAGAN 234452 0 0 0 180 0 14806 0 32338 0 281776 0 0 0 KAREN RUFFATTO 195084 0 0 0 161519 0 11040 0 20257 0 387900 0 0 0 DANA SINGISER 120562 115834 0 0 92 88 254 244 5522 5306 126430 121472 0 0 ANN MCGUINESS 23400 210600 0 0 0 0 1404 12636 11 102 24815 223338 0 0 PART I, LINES 4A-B KAREN RUFFATTO'S EMPLOYMENT AS VICE PRESIDENT OF OPERATIONS AND AFFILIATE RELATIONS ENDED ON 10/1/2012 AND SHE RECEIVED A SEVERANCE PAYMENT OF $160,697 WHICH INCLUDED $12,374 OF A COBRA LUMP SUM PAYMENT. 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 AMOUNTED TO $85,260, WHICH WAS FUNDED IN NOVEMBER 2012. A PUBLIC FINANCE AUTHORITY 273866124 2011-12-20 30000000 TO PROVIDE FUNDS FOR PURCHASE OF NEW YORK OFFICE 0 0 0 A 500000 30000000 30000000 2011 0 0 1 1 A 0 0 0 0 0.03800 0.03800 0 0 0 A 0 0 1 0 0 0 0 0 0 A 0 PART III, LINE 9, PART IV, LINE 7 & PART V WRITTEN PROCEDURES PPFA IS UPDATING ITS EXISTING PROCEDURES TO SPECIFICALLY INCLUDE REMEDIATION, SECTION 148 AND THE VOLUNTARY CLOSING AGREEMENT PROGRAM. X 227 21310355 FAIR MARKET VALUE 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 SHAMINA SINGH RENTED AN APARTMENT FROM MARYANA ISKANDER (A CURRENT DIRECTOR AND A FORMER KEY EMPLOYEE). 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 SHALL HAVE THREE (3) MEMBERSHIP VOTES, AND EACH MEMBER OF THE BOARD OF DIRECTORS SHALL HAVE 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, 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 VOTE ON THE RELATED 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. EXECUTIVE COMMITTEE FORM 990, PART VI, SECTION A, LINE 1A 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. FEES FOR SERVICES - OTHER: FORM 990, PART IX, LINE 11G OTHER FEES FOR SERVICES CONSIST OF CONSULANT FEES ($7,324,275), REIMBURSED EXPENSES ($515,985), SECURITY EXPENSES ($479,758), RECRUITMENT FEES ($438,777), MARKETING RESEARCH ($216,754), TEMPORARY HELP ($38,217) AND OTHER PROFESSIONAL FEES ($5,481,710). CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 935,382. GAIN ON BENEFICIAL INTEREST IN PERPETUAL TRUST 145,370. GAIN ON HEDGED INTEREST RATE SWAP AGREEMENTS 184,426. LOSS ON CONTRIBUTIONS RECEIVABLE -118,322. 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 691207 902125 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 CHARITABLE REMAINDER TRUST (13) 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 0 1 1 1 1 0 0 PLANNED PARENTHOOD ACTION FUND INC A 19949 ESTIMATE BASED ON USAGE PLANNED PARENTHOOD ACTION FUND INC B 4000000 ACTUAL AMOUNT DISBURSED VOXENT B 516390 ACTUAL AMOUNT DISBURSED PLANNED PARENTHOOD ACTION FUND INC L 592556 ESTIMATE BASED ON USAGE PLANNED PARENTHOOD ACTION FUND INC N 405967 ESTIMATE BASED ON USAGE PLANNED PARENTHOOD ACTION FUND INC O 6478145 ESTIMATE BASED ON USAGE PLANNED PARENTHOOD ACTION FUND INC Q 7496617 ACTUAL AMOUNT DISBURSED DIRECT CONTROL OVER SECTION 527 ORGANIZATIONS PART 11 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.