2014-05-08T11:18:36-05:00 2013-06-30 930743240 HOFFMAN STEWART & SCHMIDT PC 4900 MEADOWS ROAD STE 200 LAKE OSWEGO OR 970353295 990 2012-07-01 936031270 PLANNED PARENTHOOD OF THE COLUMBIAWILLAMETTE PLAN 5037754931 3727 NE ML KING JR BLVD PORTLAND OR 972121112 STACY JAMES 5037754931 2014-04-29 1 JASON HALL P00960849 5032205900 2012 2015-11-30 17:44:51Z PLANNED PARENTHOOD COLUMBIA WILLAMETTE STACY CROSS 3727 NE ML KING JR BLVD PORTLAND OR 972121112 23596757 0 X WWW.PPCW.ORG X 1963 OR THE ORGANIZATION PROVIDES, PROMOTES,AND PROTECTS ACCESS TO REPRODUCTIVE AND SEXUAL HEALTH CARE. 18 18 278 306 0 0 2629090 2381339 18304045 18723319 199971 518881 174777 86063 21307883 21709602 5800 0 0 0 10084397 10177423 0 0 721919 10418188 10619022 20508385 20796445 799498 913157 37160659 37499094 17123376 16693662 20037283 20805432 THE MISSION OF PLANNED PARENTHOOD COLUMBIA WILLAMETTE (PPCW) IS TO PROVIDE, PROMOTE AND PROTECT ACCESS TO QUALITY REPRODUCTIVE AND SEXUAL HEALTH CARE IN OREGON AND SW WASHINGTON. 0 0 16325753 18132374 PATIENT SERVICES - ANNUALLY, MORE THAN 60,000 WOMEN, MEN AND TEENS VISIT ONE OF PPCWS 10 HEALTH CENTERS IN OREGON AND SOUTHWEST WASHINGTON FOR COMPASSIONATE REPRODUCTIVE HEALTH CARE. PATIENTS RECEIVE AFFORDABLE CONTRACEPTIVES, EMERGENCY CONTRACEPTION, ANNUAL GYNECOLOGICAL CHECK-UPS, BREAST EXAMS, CERVICAL CANCER DETECTION AND TREATMENT, STD TESTING AND TREATMENT, VASECTOMY, FEMALE STERILIZATION, AND PREGNANCY TESTING AND OPTIONS COUNSELING AND PREVENTATIVE HEALTH COUNSELING. LESS THAN FIVE PERCENT OF PPCWS SERVICES ARE FOR EARLY-ABORTION CARE. 761607 681760 THROUGH A CONTRACT WITH ANOTHER PLANNED PARENTHOOD AFFILIATE, PPCW PROVIDES WYMAN'S TEEN OUTREACH PROGRAM (TOP) WHICH IS A COMPREHENSIVE YOUTH DEVELOPMENT STRATEGY THAT PROMOTES THE POSITIVE DEVELOPMENT OF ADOLESCENTS THROUGH A COMBINATION OF CURRICULUM-GUIDED GROUP DISCUSSION AND COMMUNITY SERVICE LEARNING. THE PROGRAM PROVIDES TEENS WITH THE NECESSARY SUPPORT AND OPPORTUNITIES TO PREPARE FOR A SUCCESSFUL ADULTHOOD AND AVOID PROBLEM BEHAVIOR. PPCW ALSO PROVIDES PEER EDUCATION PROGRAMS IN PORTLAND AND WOODBURN. IN THESE PROGRAMS, SMALL GROUPS OF HIGHLY TRAINED AND MOTIVATED TEENS REACH OUT TO THEIR PEERS IN INFORMAL SETTINGS SPREADING KNOWLEDGE AND SKILLS TO HELP TEENS DEVELOP HEALTHY SEXUAL ATTITUDES AND BEHAVIORS. 205470 32000 PUBLIC AFFAIRS - THE PUBLIC AFFAIRS PROGRAM PROVIDES INFORMATION, SUPPORT, AND TRAINING THAT HELPS PPCW SUPPORTERS INFLUENCE PUBLIC POLICY AND THE LEGISLATIVE PROCESS. PPCW WORKS WITH LOCAL, STATE AND NATIONAL OFFICALS AND THROUGH PUBLIC INFORMATION AND GRASSROOTS ORGANIZING TO MAKE SURE THAT REPRODUCTIVE HEALTH CARE IS RECOGNIZED AS A BASIC AND FUNDAMENTAL HEALTH-CARE SERVICE, TO IMPROVE ACCESS TO FAMILY PLANNING SERVICES, TO IMPROVE THE AVAILABILITY AND ACCURACY OF SEXUALITY EDUCATION IN PUBLIC SCHOOLS, TO KEEP ABORTION SAFE AND LEGAL, AND TO REDUCE TEEN PREGNANCY RATES IN OREGON AND SW WASHINGTON. 17292830 1 1 0 1 0 0 0 0 0 1 1 0 1 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 56 0 1 278 1 0 0 0 0 0 1 1 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA OR X X TOM MOTSIFF 5037754931 3727 NE M L KING JR BLVD PORTLAND OR 972121112 CARA JACOBSEN 2.70 X X 0 0 0 KATHERINE MCDOWELL 1.20 X 0 0 0 JULIA HARPER 1.80 X X 0 0 0 DAVID ANGELI 1.40 X 0 0 0 MAUREEN FALLT 1.50 X 0 0 0 BARBARA FISHER 2.30 X 0 0 0 WILLIAM HADEN 1.80 X X 0 0 0 PETER HEUSER 1.50 X 0 0 0 MARDICA HICKS 0.10 X 0 0 0 LESLIE HOWELL 1.80 X X 0 0 0 BEVERLY PEARMAN 1.50 X 0 0 0 LAUREN WALLACE 2.00 X 0 0 0 ANN WITSIL 1.80 X 0 0 0 BRIAN SHIPLEY 1.80 X 0 0 0 SITA SYMONETTE 1.80 X 0 0 0 STEFFENI MENDOZA GRAY 1.80 X 0 0 0 SALLY BROWN 1.80 X 0 0 0 WILLIAM DRUMMOND 1.80 X 0 0 0 DAVID GREENBERG 37.50 X 201052 0 5575 KATHLEEN ALTMAN 37.50 X 104249 0 5226 LENICE SHAW 37.50 X 105974 0 806 411275 0 11607 3 0 1 0 OHSU 3181 SW SAM JACKSON PARK ROAD PORTLAND OR 97239 MEDICAL SUPPORT SERVICES 156142 1 285242 2096097 152707 2381339 PATIENT SERVICES 621300 18041559 18041559 EDUCATION AND TRAINING 900099 681760 681760 18723319 204091 204091 85285 0 85285 85285 85285 2069118 1754328 314790 314790 314790 10790 285242 132827 -122037 -122037 MISCELLANEOUS 900099 122815 122815 122815 21709602 18846134 0 482129 446839 143425 227646 75768 8007859 6797124 996791 213944 968319 798304 137802 32213 754406 619572 109061 25773 666647 260908 258993 146746 19106 18456 650 611666 490793 43232 77641 589706 556101 27220 6385 175365 116998 40563 17804 22196 7752 13534 910 379384 379384 473511 198744 274767 940438 739345 167744 33349 231484 215731 12985 2768 MED. & ED. SUPPLIES 5124524 5123638 886 LABS AND PHYSICIANS 855967 855967 SMALL EQUIPMENT 340675 258071 62817 19787 PRINTING & PUBLICATIONS 89653 35563 4253 49837 98700 74794 5562 18344 20796445 17292830 2781696 721919 2218694 3799509 1526660 921453 1849230 1801621 100000 100000 267933 313903 657740 501709 22567566 6558601 16349207 16008965 4434420 4507208 8971092 8836793 120000 90000 665683 617933 37160659 37499094 2048569 1939532 7275000 7275000 7799807 7479130 17123376 16693662 X 17944310 18725679 1737579 1722609 355394 357144 20037283 20805432 37160659 37499094 X 913157 -30017 -114991 X X 0 1 X 1 1 1 X 2798487 2449971 3359485 2629090 2381339 13618372 2798487 2449971 3359485 2629090 2381339 13618372 1056392 12561980 209665 117549 154404 208776 289376 979770 39769 83161 117046 147156 122815 509947 15108089 84869707 0.83150 0.84220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10094 26424 36518 20759927 20796445 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 59735 143974 36518 240227 250000 250000 250000 250000 1000000 1500000 34686 28874 10094 73654 4802287 231294 393488 173857 5253212 5069350 160818 -146497 281384 4802287 4439731 112484 862943 345808 5069350 4439469 113838 332089 445665 4439731 10189273 23829 -2533582 3240051 4439469 0.91700 0.06800 0.01500 0 0 2427889 2427889 14844227 2567571 12276656 926698 549770 376928 4190576 3441260 749316 178176 178176 16008965 INVESTMENT IN BEECH STREET PARTNERS, LLC 3529013 C INVESTMENT IN RSC LENDER LLC 5307780 C 8836793 CAPITAL LEASE OBLIGATION 7479130 7479130 X 21653878 -30017 19295 -45002 -55724 21709602 0 21709602 20815740 19295 19295 20796445 0 20796445 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE PURPOSE OF THE BOARD DESIGNATED ENDOWMENT (THE "ENDOWMENT") IS TO ADVANCE THE MISSION OF PPCW AND TO PROTECT THE LONG-TERM VIABILITY OF THE ORGANIZATION. EARNINGS ON THE ENDOWMENT MAY BE USED TO FUND OPERATIONS. FROM TIME TO TIME, AND WITH CAREFUL CONSIDERATION, THE BOARD MAY USE THE CORPUS OF THE ENDOWMENT FOR MISSION-RELATED INVESTMENTS. OTHER ENDOWMENT FUNDS GENERATE EARNINGS TO SUPPORT EDUCATION PROGRAMS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: PLANNED PARENTHOOD OF THE COLUMBIA/WILLAMETTE HAS NO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 68,180. LOSS FROM SUBSIDIARIES -113,182. PPCW ANNUAL LUNCHEON 177583 177583 36278 3458 7550 5565 EVENING GALA 83893 83893 14250 29905 1100 15047 5 34556 23766 10790 8930 10744 296032 285242 10790 8930 50528 33363 8650 31356 132827 -122037 X X X X 0 0 0 0 0 0 0 0 0 DAVID GREENBERG 201052 0 0 0 0 0 0 0 5575 0 206627 0 0 0 X 1 7000 FAIR MARKET VALUE X 23 130661 AVERAGE DAILY FMV X OTHER MISCELLANEOUS 104 15046 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 EACH YEAR, PRIOR TO FILING THE FORM 990 WITH THE INTERNAL REVENUE SERVICE, MANAGEMENT PROVIDES A COPY OF THE 990 TO ALL BOARD MEMBERS, REVIEWS THE DOCUMENT WITH THE BOARD AT A FULL MEETING OF THE BOARD, AND PROVIDES THE BOARD AN OPPORTUNITY TO ASK QUESTIONS OF MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER ANNUALLY REVIEWS AND CONFIRMS THEIR UNDERSTANDING OF THE PPCW CONFLICT OF INTEREST POLICY. IN ADDITION, AT LEAST ONCE EACH YEAR, BOARD MEMBERS AND EMPLOYEE-OFFICERS OF THE ORGANIZATION COMPLETE A QUESTIONNAIRE, INTENDED TO IDENTIFY POTENTIAL CONFLICTS OF INTERESTS, SO THAT THE ORGANIZATION CAN EFFECTIVELY MONITOR COMPLIANCE WITH THE POLICY. ALL STAFF MEMBERS ARE INFORMED OF PPCW'S CONFLICT OF INTEREST POLICY WHEN THEY ARE HIRED AND ARE EXPECTED TO ADHERE TO THAT POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWS TOTAL COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER IN COMPARISON TO CEOS OF OTHER COMPARABLE PORTLAND, OREGON-BASED NOT-FOR-PROFIT ORGANIZATIONS AND TO OTHER PLANNED PARENTHOOD AFFILIATES NATION-WIDE. MINUTES OF THE BOARDS DELIBERATIONS ARE TAKEN AND SUPPORTING DOCUMENTATION USED IN THE BOARDS ANALYSIS AND REVIEW IS RETAINED BY THE BOARD SECRETARY. COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY THE CEO THROUGH CONSULTATION WITH THE VICE PRESIDENT OF HUMAN RESOURCES AND REVIEW OF COMPARABLE DATA. FORM 990, PART VI, SECTION C, LINE 19 A COMPLETE COPY OF THE ORGANIZATION'S FORM 990 AND OTHER GOVERNING DOCUMENTS CAN BE OBTAINED FROM THE ORGANIZATION UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 68,180. EQUITY IN INCOME OF RSC LENDER LLC 50,877. EQUITY IN LOSS OF BEECH STREET PARTNERS, LLC -234,048. RSC HOLDING LLC 3727 NE MARTIN LUTHER KING BLVD PORTLAND OR 97212 264828894 TO DEVELOP AND OPERATE OFFICE BUILDING AND MEDICAL FACILITY AT 3727 NE MLK. OR 135 14889457 PLANNED PARENTHOOD OF THE COLUMBIAWILLAMETTE RSC LENDER LLC 3727 NE MARTIN LUTHER KING JR BLVD PORTLAND OR 97212 264828939 ACT AS A LEVERAGE LENDER WITH RESPECT TO NEW MARKETS TAX CREDIT TRANSACTION OR PLANNED PARENTHOOD OF THE COLUMBIAWILLAMETTE EXCLUDED 51231 5276947 0 1 0.99990 BEECH STREET PARTNERS LLC PO BOX 820135 PORTLAND OR 97212 203837663 OWNS THE PROPERTY THAT IS LEASED TO RSC HOLDING, LLC OR N/A EXCLUDED 162309 7218640 0 0 1.00000 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 BEECH STREET PARTNERS LLC R 336834 FAIR VALUE BEECH STREET PARTNERS LLC K 320860 FAIR VALUE BEECH STREET PARTNERS LLC B 247000 FAIR VALUE