2013-05-14T18:32:48-05:00 2012-06-30 954557617 Harrington Group CPAs LLP 234 East Colorado Blvd Suite M150 Pasadena CA 91101 990 2011-07-01 941583439 Planned Parenthood Mar Monte Inc PLAN 4087953600 1691 The Alameda San Jose CA 95126 Rayroz Dodson-Crawford 4087953600 2013-05-13 1 Carmen D Mosley CPA P00475769 6264036801 2011 2016-02-24 21:20:13Z Linda T Williams 1691 The Alameda San Jose CA 95126 99341504 0 X www.ppmarmonte.org X 1963 CA The mission of Planned Parenthood Mar Monte, Inc. is to ensure that every individual has the knowledge, opportunity, and freedom to make every child a wanted child, and every family a healthy family. 17 16 1152 788 0 0 11283723 11949010 83403694 79908822 538780 445447 781189 2947815 96007386 95251094 539891 293640 0 0 54136420 56668085 0 0 1212733 36083455 35716249 90759766 92677974 5247620 2573120 98432618 103747053 11238440 14297934 87194178 89449119 The mission of Planned Parenthood Mar Monte, Inc. is to ensure that every individual has the knowledge, opportunity, and freedom to make every child a wanted child, and every family a healthy family. 0 0 77440647 79908821 Patient Services - 34 health centers and additional satellite service sites; annual gynecological exams; cancer screening & treatment; birth control and reproductive health care; pregnancy testing & counseling; HIV testing & counseling; menopausal services; general adult and pediatric health care; prenatal care; emergency contraception; male sterilization; medical & surgical abortions. During the year there were 520,136 visits. 4446644 Education Services - Age/Developmentally appropriate and medically accurate sex education services including preteen curriculum; middle school aged curriculum; male involvement programs; teen peer-to-peer education programs, parent/child communication education; teen success groups for teen mothers, and community outreach and referral. During the year there were 68,018 contacts & 31,481 calls. 2668020 Public Affairs - Monitor legislative & judicial activities regarding reproductive choice; educate & lobby legislators about the importance of affordable, accessible health care at local, state & national levels; inform, educate & mobilize the community about issues affecting access to reproductive health care & education. 84555311 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 174 0 1 1152 1 0 0 0 0 0 1 1 0 0 0 1 1 0 X 17 16 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X Joanne Parise 4087953715 1746 The Alameda San Jose CA 95126 Joan Gallo 1.80 X X 0 0 0 Karen Grove 0.50 X X 0 0 0 Cathryn Rivera-Hernandez 0.50 X X 0 0 0 Genevieve Shiroma 0.50 X X 0 0 0 Claudie Kiti Bustamante 0.50 X X 0 0 0 Sono Aibe 0.50 X 0 0 0 Christine Fey 0.50 X 0 0 0 Esperanza Garcia Walters 0.50 X 0 0 0 Penny Herscher 0.50 X 0 0 0 Jodi Hicks 0.50 X 0 0 0 Ro Khanna 0.50 X 0 0 0 Hilary McLean 0.50 X 0 0 0 Samuel Norman 0.50 X 0 0 0 Kathy Orr 0.50 X 0 0 0 Diane Savage 0.50 X 0 0 0 Cole Wilbur 0.50 X 0 0 0 Linda T Williams 65.00 X X 345355 0 33702 Rayroz Dodson-Crawford 40.00 X 192445 0 15578 Nina Clymer 40.00 X 248363 0 10104 Dorothy L Furgerson 40.00 X 246655 0 14542 Mary Lavigne-Butler 65.00 X 211722 0 8504 Abraham C Cabebe 40.00 X 222291 0 14643 Karen Webster 34.00 X 181783 0 10598 1648614 0 107671 7 0 1 0 Ronald Berman 1691 The Alameda San Jose CA 95126 Medical services 199143 Olympic Enterprises 1691 The Alameda San Jose CA 95126 Janitorial Services 149564 Robert Major 1691 The Alameda San Jose CA 95126 IT Services 142460 3 3571647 8377363 11949010 State Only Family Plan 900099 55367035 55367035 Medical Managed Care 900099 11314380 11314380 Medi-Cal/Medicaid 900099 7434062 7434062 Private Fees and Contr 900099 5793345 5793345 79908822 317493 317493 54631 0 54631 54631 54631 4179285 4051331 127954 127954 127954 344425 39079 305346 305346 EHR Incentive Payment 900099 1530000 1530000 Miscellaneous income 621110 1057838 1057838 2587838 95251094 79908822 0 3393262 143000 143000 150640 150640 622784 622784 41390439 37491801 3200056 698582 9982223 8976437 842354 163432 4672639 4168908 424954 78777 220803 206984 13679 140 2960571 2682130 216558 61883 4435982 4117478 268481 50023 456572 414779 39133 2660 376975 321450 52095 3430 75124 76159 -1035 1910365 1815158 80727 14480 3413097 3010869 375501 26727 703407 703407 Program Supplies 17360868 17360868 Contract Services 2473334 1877965 583852 11517 All other expenses 1029840 910070 74802 44968 Miscellaneous Expenses 227517 108135 63268 56114 71794 19073 52721 92677974 84555311 6909930 1212733 2348641 3058033 30227663 34135858 12167122 12059440 3113567 2641635 946033 1087870 57565623 21602875 36209684 35962748 13208872 14543609 211036 257860 98432618 103747053 8488440 9797934 2750000 4500000 11238440 14297934 X 82544565 84439857 2390118 2749717 2259495 2259545 87194178 89449119 98432618 103747053 X 2573120 -318179 X 0 1 1 X 1 1 X 11287233 9668422 12142894 11233723 11949000 56281272 11287233 9668422 12142894 11233723 11949000 56281272 4922685 51358587 1080367 -153654 502161 472137 372124 2273135 947344 1076663 877164 512264 2587838 6001273 64555680 379601184 0.79560 0.82380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23203 260339 283542 92394432 92677974 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 805045 892068 706160 283542 2686815 250000 250000 250000 250000 1000000 1500000 17317 15133 22206 23203 77859 12683157 296485 32096 13011738 10031987 867263 1783907 12683157 8982598 1049389 10031987 9864765 -704031 178136 8982598 0.82630 0.17370 0 0 5924471 5924471 20789740 5996553 14793187 16360453 7586722 8773731 13170094 8019600 5150494 1320865 1320865 35962748 Description of Intended Use of Endowment Funds: Part V, Line 4: PPMM has adopted investment and spending policies, approved by the Board of Directors, for endowment assets that attempt to provide a predictable stream of funding to programs supported by its endowment funds while also maintaining the purchasing power of those endowments assets over the long-term. Accordingly, the investment process seeks to achieve an after-cost total real rate of return, including investment income as well as capital appreciation, which exceeds the annual distribution with acceptable levels of risk. Endowment assets are invested in a well diversified asset mix, which includes equity and debt securities, that is intended to result in a consistent inflation-protected rate of return that has sufficient liquidity to make a reasonable annual distribution, while growing the funds if possible. Description of Uncertain Tax Positions Under FIN 48: Part X: Planned Parenthood is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. Generally accepted accounting principles ("GAAP") provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by Planned Parenthood in their federal and state exempt organization tax returns are more likely than not to be sustained upon examination. Planned Parenthood's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed. Peninsula Breakfast 304565 304565 6639 9989 785 6835 Children's Summit 39860 39860 84 2606 11811 180 150 344425 344425 84 9245 21800 965 6985 39079 305346 1 Families First Inc 1105 W Peachtree Street NE Atlanta GA 30357 581054331 501(c)(3) 54250 Teen Success Replication Program Florence Crittenton Home 901 N Harris Street Helena MT 59601 810231788 501(c)(3) 750 Teen Success Replication Program Plnnd Prnthd Association of Utah 654 S 900 East Salt Lake City UT 84102 870288909 501(c)(3) 27000 Teen Success Replication Program Intermountain Planned Parenthood 2525 4th Avenue N Suite 201 Billings MT 59101 810307201 501(c)(3) 1000 Teen Success Replication Program Plnnd Prntd Santa Barbara 518 Garden Street Santa Barbara CA 93101 952319356 501(c)(3) 42000 Teen Success Replication Program Plnnd Prntd Pacific Southwest 1075 Camino Del Rio San Diego CA 92108 956111785 501(c)(3) 1000 Teen Success Replication Program Plnnd Prntd Southeastern Pennsylvania 1144 Locust Street Philadelphia PA 19107 231352509 501(c)(3) 1000 Teen Success Replication Program Six Rivers Planned Parenthood 3225 Timber Fall Court Eureka CA 95503 942333653 501(c)(3) 14500 Teen Success Replication Program Youth Service Inc 410 N 34th Street Philadelphia PA 19104 231365076 501(c)(3) 1500 Teen Success Replication Program Teen Success Scholarships 76 150640 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Once a Teen Success Replication grantee is selected, the TSRS staff creates and Memorandum of Understanding outlining the responsibilities of the partner agency and of PPMM surrounding Teen Success replication. Issuance of grant funds is dependent upon both parties' adherence to the agreements set forth in the MOU. PPMM agrees to coordinate the replication project and provide technical assistance, as needed, to ensure a smooth implementation process; provide funding for the implementation of the Teen Success program during the first year, and subsequent two years, pending receipt of grant funds and acceptable performance by the partner; develop a timeline for implementation in conjunction with partner; provide an initial on-site orientation training and other technical assistance and training in person or via webinar, as needed; provide monthly or, as needed, telephone check-in and technical assistance; provide electronic and/or web hosted copies of Teen Success program materials, forms and curriculum activities to partner; in conjunction with partner staff, conduct an annual site visit to the program to assess the fidelity of implementation of the Teen Success group; implement a continuous program improvement model to gather feedback from staff and clients to provide information about curriculum lessons that are effective and those that need modification and/or elimination; conduct an Annual Teen Success Stakeholders' meeting and provide funding to partner to address transportation, lodging, etc. expenses for staff to attend the meeting, pending receipt of grant funds and acceptable performance by the partner; coordinate the collection of program data and generate periodic reports of program outcomes to funding sources and other stakeholders; establish and maintain a web-hosted data base to collect program and participant data, archive, extract and report data, as needed, and train partner staff to accurately use the database to collect data, enter and extract information. The Partner Agency agrees to launch at least one Teen Success group and follow the program guidelines and ensure implementation with program fidelity; provide matching funds to support the Teen Success program during the second and third year of program implementation; participate in the development of an implementation timeline with PPMM staff; arrange for initial on-site orientation training, and others as required, and participate in monthly telephone check-in and technical assistance; in conjunction with PPMM staff, conduct an annual program site visit to assess the implementation fidelity of the Teen Success group; send one or two staff members to the Annual Stakeholders' Meeting to exchange information, increase skills and knowledge, and meet other staff members who conduct Teen Success groups to form a learning community; participate in the collection of program data and submission of periodic reports of program outcomes to funding sources and other stakeholders. Use the Teen Success data base to collect, archive, extract and report program data reports such as the weekly documentation of group attendance and activities, monthly group report, quarterly participant skill development assessment and twice annual outcomes reports; participate in a formal evaluation of Teen Success, as needed. The MOU is signed by a representative of PPMM (AVPYDE) and by a representative of the partner agency (typically the President/CEO). Once the MOU is executed, TSRS staff conducts training for the Teen Success program staff at the partner agency. Training includes instruction on program implementation, evaluation, and fidelity standards. Once staff have been trained, the TSRS will initiate a check request from the PPMM accounting department for Year 1 funding. Determination of adherence to the agreements set forth in the MOU and eligibility to receive subsequent years' funding is dependent upon the replicating partners' compliance with all of the Teen Success program fidelity standards. Evaluation for compliance with fidelity standards is conducted by TSRS staff via monthly check-in calls/meetings, annual site visiting, and monitoring of data. A representative from the partner agency must request Year 2 and 3 funding, in writing. If the partner agency is eligible to receive funding, as evaluated by the TSRS based upon the criteria explained above, TSRS staff submits a check request to PPMMs accounting department for disbursement of funds. Schedule I, Part I, Line 2 Teen Success Scholarships The selection process and criteria include a Review Panel comprised of Area Services Directors, Education Leaders and/or other PPMM staff will meet to review applications and make recommendations for funding. The Process: -Applications are collected and a review packet created for each panel member. -Panel members review written materials and rate each application according to the Morgan Scholarship Matrix. -At the Panel meeting in May, applications are reviewed and discussed. -The panel recommends funding based on established criteria. Selection Criteria include: -Potential to benefit from a post secondary educational experience and to make effective use of scholarship funds -Compelling reason(s) to fund application -Clarity of plan for future -Timely and accurate submission of application -Organization and clarity of application materials -Content of letter(s) of support -Leadership demonstrated while a member of the Teen Success program Some consideration will be given to geography in order to equitably serve the PPMM service area. Panel members will also consider applicants with extenuating circumstances and reach a decision regarding their application. Awards and Disbursement of Funds All applicants will be invited to regional luncheons where they will be honored for their applications, and winners will receive special recognition, including a Teen Success Star silver keychain. Luncheons are held annually and occur in five regions: Great Valley North (Sacramento); Great Valley South (Bakersfield, Fresno, Madera); Mid Great Valley (Merced, Stockton); Northern Nevada (Reno); and Silicon Valley + Coast (Santa Clara + Monterey, Santa Cruz). Scholarship applicants are notified in person of approval or denial of their application by their facilitators. Education Directors/Managers or designated staff are expected to notify local schools and media outlets, as appropriate, to celebrate the achievements of scholarship recipients. Scholarship funds are disbursed in August and January. Successful applicants receive funds in two separate payments each year. Scholarship winners must pick up their funds from their local PP office. At this time, PP staff update contact information and obtain documentation to acknowledge receipt of the funds and effective use of the scholarship funds (i.e., grades, registration, etc.) Staff members are notified of the required documentation as part of the process. Restrictions and Responsibilities Funds are to be used to defray the costs of attending a school program. Acceptable uses of funds include: tuition, books, uniforms, program fees, childcare or transportation. -When funds are disbursed, scholarship recipients sign a form detailing that they agree to the terms of use. -Funds not used for the intended purpose of attending school must be returned to Planned Parenthood Mar Monte and will be used for future scholarship applicants. -Teen Success graduates must apply for and use a scholarship within five years of graduating from Teen Success unless granted a waiver for extenuating circumstances by the Review Panel. -Scholarship recipients agree to keep in regular contact with the Teen Success program and keep the program informed of their progress toward completion of degree, certificate, or training. -Scholarship recipients are expected to maintain passing grades (C- or higher) for all courses. -Recipients agree that, if they withdraw from classes prior to completing course work or if they fail to receive passing grades (C- or higher), they must explain the circumstances and request special consideration prior to receiving additional Morgan Scholarship Funds. Disbursement of Scholarship Funds Disbursement of scholarship funds follows a timeline that encourages recipients to adhere to realistic program time frames for exchanging required documentation for the scholarship awards. The local Education Director or Manager is responsible for collecting the required documentation and providing the Morgan Scholars with their award checks or for delegating Education staff to complete this part of the process. Scholarship checks are provided to local staff for a 5-week period of time during which the winners provide documentation in exchange for the check. Winners sign an agreement detailing their responsibilities and acknowledging receipt of the funds. All documentation must be returned to the Grants & Projects Coordinator within the specified timeframe. Checks that are not claimed by winners will also be returned to the Grants & Projects Coordinator, who will forward any returned checks to the Accounting Department. A second set of checks is provided to regional staff for the second disbursement of the year. Regional programs use the disbursement process to update contact information for Morgan Scholarship winners and to collect anecdotal data about the winner's progress (or lack thereof) toward completion of their post-secondary educational goal. If there are extenuating circumstances surrounding the disbursement of Morgan Scholarship checks, the local staff should contact the Grants & Projects Coordinator for resolution process X X X 0 1 0 0 0 0 0 0 0 Linda T Williams 345355 0 0 0 0 0 0 0 33702 0 379057 0 0 0 Rayroz Dodson-Crawford 192445 0 0 0 0 0 0 0 15578 0 208023 0 0 0 Nina Clymer 248363 0 0 0 0 0 0 0 10104 0 258467 0 0 0 Dorothy L Furgerson 246655 0 0 0 0 0 0 0 14542 0 261197 0 0 0 Mary Lavigne-Butler 211722 0 0 0 0 0 0 0 8504 0 220226 0 0 0 Abraham C Cabebe 222291 0 0 0 0 0 0 0 14643 0 236934 0 0 0 Karen Webster 181783 0 0 0 0 0 0 0 10598 0 192381 0 0 0 Part I, Line 4b Officers/employees who contributed to the following nonqualified retirement plans: Linda T. Williams - 403b - $22,000.00; 457b - $3,906.96 Dorothy L. Ferguson - 403b - $21,999.84 Mary Lavigne-Butler - 403b - $18,900.00 Nina Clymer - 403b - $9,160.00 Abraham C. Cabebe - 403b - $21,936.00 Karen Webster - 403b - $21,999.84 Form 990, Part VI, Section B, line 11 The Form 990 is reviewed and approved by the President/CEO, CFO and the Controller before submission to the IRS. The board members reviewed them before submission to the IRS. Form 990, Part VI, Section B, line 12c PPMM board members, employees and volunteers have a responsibility to conduct themselves with the highest ethical standards. They are expected to avoid any conflict of interest related to their duties at PPMM. No board member, employee or volunteer shall use his/her position with PPMM to further the manufacture, distribution, promotion or sale of any materials, products or services in which he/she has either direct or indirect financial interest or from which he/she receives any direct or indirect financial benefit. No board member, employee or volunteer shall accept any gift or gratuity from any pharmaceutical firm or other supplier or potential supplier to PPMM or from any provider or potential provider of services to PPMM. However, a board member, employee or volunteer may accept a gift of nominal value, such as an advertising novelty, when it is customarily offered to others having a similar relationship with the supplier or provider. PPMM board members will disclose any potential conflict of interest annually and as soon as he or she is aware of the real potential conflict. In addition, any board member who is aware of a possible conflict of interest related to any matter coming before the board has an obligation to refrain from discussion and/or voting on the issue. No individual volunteer member shall be granted a loan from any affiliate funds. Adopted by PPMM Board of Directors on 4/6/2002. Amended by PPMM Board of Directors on 6/17/2006. Amended by PPMM Board of Directors on 12/11/2011 Form 990, Part VI, Section B, line 15 The Compensation Committee of the Board annually reviews and adjusts as appropriate the salaries of the CEO and Management Team based on external data, surveys and benchmarks. Form 990, Part VI, Section C, line 19 PPMM makes its governing documents, conflict of interest policy and financial statements available to the public upon request. The Form 990 is also available on Guidestar.org. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized losses on investments: -337,579. Patient service settlements 19,400. Total to Form 990, Part XI, Line 5: -318,179. Form 990, Part XII, line 2c There was no change in the process from the prior year. Planned Parenthood Advocates Mar Monte 1691 The Alameda San Jose CA 95126 770261817 Community education and public affairs and educate the public on candidate p CA 501(c)(4) N/A 0 East Valley Community Clinic 2470 Alvin Avenue 3 San Jose CA 95121 942191935 To provide reproductive health care services. CA 501(C)(3) 170(b)(1)(a)(vi) 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 Planned Parenthood Advocates Mar Monte B 2528372 Work plan agreement Planned Parenthood Advocates Mar Monte M 36440 Actual cost Planned Parenthood Advocates Mar Monte (Amount is included in 1M) N 0 East Valley Community Clinic O 964009 Actual cost