2013-02-13T16:32:03-06:00 2012-06-30 810272932 GALUSHA HIGGINS & GALUSHA PC 303 N BROADWAY 503 BILLINGS MT 59103 990 2011-07-01 810307201 INTERMOUNTAIN PLANNED PARENTHOOD INTE 4062483636 2525 4TH AVENUE N SUITE 201 NO 201 BILLINGS MT 591010990 STACY JAMES 4062483636 2013-02-11 1 KIMBERLY E DARE P00537995 4062481681 2013-02-11 2011 2016-02-25 16:41:14Z STACY JAMES 2525 4TH AVENUE N SUITE 201 NO 201 BILLINGS MT 591010990 5686732 0 X WWW.PLANNEDPARENTHOOD.ORG/MONTANA/ X 1969 MT PLANNED PARENTHOOD OF MONTANA EMPOWERS ALL PEOPLE TO MAKE INFORMED DECISIONS, AND ENSURES THE FREEDOM TO MANAGE THEIR OWN SEXUALITY, AND PERSONAL HEALTH BY PROVIDING THE HIGHEST QUALITY CONFIDENTIAL HEALTHCARE SERVICES, EDUCATION, AND ADVOCACY. 18 18 87 420 0 0 2095399 2397785 2976613 3025118 20718 11155 123893 144557 5216623 5578615 0 0 0 0 2652878 2858248 0 0 192085 2519425 2507779 5172303 5366027 44320 212588 3343273 3543838 1000388 1003359 2342885 2540479 PLANNED PARENTHOOD OF MONTANA EMPOWERS ALL PEOPLE TO MAKE INFORMED DECISIONS, AND ENSURES THE FREEDOM TO MANAGE THEIR OWN SEXUALITY, AND PERSONAL HEALTH BY PROVIDING THE HIGHEST QUALITY CONFIDENTIAL HEALTHCARE SERVICES, EDUCATION, AND ADVOCACY. 0 0 4159657 3149367 FAMILY PLANNING, MEDICAL SERVICES AND EDUCATIONAL PROGRAMS, INCLUDING COMMUNITY OUTREACH AND NURSE PRACTITIONER TRAINING 4159657 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 23 0 1 87 1 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X LANA RAE 4062483636 2525 4TH AVENUE N NO 201 BILLINGS MT 59101 ROGER WELSHANS 1.50 X X 0 0 0 LACEY GALLAGHER 1.50 X 0 0 0 SUZI KOPEC 1.50 X 0 0 0 RACHEL FOSTER 1.50 X X 0 0 0 SUSAN BURY 1.50 X 0 0 0 KELLY SAX 1.50 X X 0 0 0 JESSICA TUBERTY 1.50 X 0 0 0 DORI GILELS 1.50 X 0 0 0 KARI KAISER 1.50 X 0 0 0 BESS LOVEC 1.50 X 0 0 0 BRIAN DUNN 1.50 X 0 0 0 HOLLY GIARRAPUTO 1.50 X 0 0 0 CAMERON LAWRENCE 1.50 X 0 0 0 HARLAN REIDMOHR 1.50 X 0 0 0 SUSAN SHEARD 1.50 X 0 0 0 JULIE STREET 1.50 X 0 0 0 STACY JAMES 40.00 X 135142 0 0 JULIE DANAHER 30.00 X 135166 0 0 270308 0 0 2 1 0 0 0 12925 1873669 511191 298985 2397785 PATIENT FEES 621300 3025118 3025118 3025118 22010 22010 73663 84518 -10855 -10855 -10855 43907 12925 23599 20308 20308 OTHER REVENUE 621300 124249 124249 124249 5578615 3149367 0 31463 X 261178 195044 50860 15274 2179789 1627830 424479 127480 417281 312241 80588 24452 17875 14500 3375 5482 5170 312 127568 52858 74493 217 18282 18211 24 47 162093 122238 39762 93 133543 105618 21519 6406 73116 55546 14682 2888 61071 46807 14264 CONTRACEPTIVES 446887 446703 184 0 CONTRACTED SERVICES 305202 239179 66023 0 LABORATORY 226227 226227 0 0 BANK FEES, BAD DEBT 104048 66115 37933 0 826385 625370 185787 15228 5366027 4159657 1014285 192085 536057 930629 315769 204959 50000 50000 103527 109229 90202 105696 3034850 1579580 1519994 1455270 269188 178131 458536 509924 3343273 3543838 384622 396212 46364 49303 523080 500764 46322 57080 1000388 1003359 X 1348362 1796954 669278 670163 325245 73362 2342885 2540479 3343273 3543838 X 212588 -14994 X 0 1 1 X 1 1 X 5709223 5336661 5177891 4984051 5409978 26617804 5709223 5336661 5177891 4984051 5409978 26617804 26617804 17795 22673 19477 20718 20335 100998 104586 142753 134696 142261 124249 648545 27367347 239920 0.97260 0.97290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 3346 3346 5362681 5366027 418301 104575 0 0 54742 16794 874 72410 46709 6033 54742 0.00000 0.00000 1.00000 0 0 281286 281286 571514 240422 331092 1354020 1329289 24731 828030 9869 818161 1455270 MARKETABLE INVESTMENTS 178131 C 178131 OVERLAND CHARITABLE TRUST 416311 JOHNSON CHARITABLE TRUST 5680 RESTRICTED CASH 15523 EDWARD JONES ENDOWMENT 72410 509924 ANNUITY PAYABLE 57080 57080 5578615 5366027 212588 -14994 -14994 197594 5594064 -14994 10708 23599 19313 5574751 3864 3864 5578615 5398229 10708 23599 34307 5363922 2105 2105 5366027 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO SUPPORT ORGANIZATION'S EXEMPT PURPOSE PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 23,599. PART XII, LINE 4B - OTHER ADJUSTMENTS: WORKSHOP EXPENSE RECLASSIFIED FROM REVENUE 2,105. NET ASSETS RELEASED FROM TEMPORARY RESTRICTIONS 885. INVESTMENT RETURN IN PERMANENTLY RESTRICTED NET ASSETS 874. PART XIII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 23,599. PART XIII, LINE 4B - OTHER ADJUSTMENTS: WORKSHOP EXPENSE RECLASSIFIED FROM REVENUE 2,105. X X X X X X X 1 BROAD COMEDY (BILLINGS) 2525 4TH AVE N BILLINGS MT 59102 EVENT 1 31076 16280 0 TOM CATMULL (MISSOULA) 2525 4TH AVE N BILLINGS MT 59102 EVENT 1 10319 5669 0 RED LODGE CLAY CENTER (RED LODGE) 2525 4TH AVE N BILLINGS MT 59102 EVENT 1 7762 942 0 OTHER 2525 4TH AVE N BILLINGS MT 59102 EVENT 1 5223 0 0 MT LOGAN (BOZEMAN) 2525 4TH AVE N BILLINGS MT 59102 EVENT 1 2442 708 0 56822 23599 MT BROAD COMEDY BILLINGS PERFORMANCE 31076 4247 26829 200 6227 5600 4253 TOM CATMULL - MISSOULA 10319 1255 9064 250 1991 500 2928 7 15437 7423 8014 0 1110 0 540 56832 12925 43907 450 9328 6100 7721 23599 20308 0 0 0 0 0 0 0 0 0 JULIE DANAHER 129858 0 0 0 5308 0 0 0 0 0 135166 0 0 0 X 1 298985 MARKET PRICE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE DOCUMENT IS REVIEWED BY MANAGEMENT AND, IF ACCEPTABLE, SENT TO THE GOVERNING BODY FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS THE RATES PEOPLE ARE CHARGING AND REQUIRES BIDS IF THERE IS A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS MEETS AND DETERMINES COMPENSATION FOR THE CEO. ALL SALARIES ARE COMPARED TO PPFA AFFILIATES NATIONALLY AND LOCAL INFORMATION IS ALSO GATHERED TO INSURE COMPARABILITY. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE UPON REQUEST ALL OTHER FUNCTIONAL EXPENSES FORM 990, PART X, LINE 24E CALL CENTER: PROGRAM SERVICE EXPENSES 100,203. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 100,203. REPAIRS & MAINTENANCE: PROGRAM SERVICE EXPENSES 61,840. MANAGEMENT AND GENERAL EXPENSES 30,315. FUNDRAISING EXPENSES 1,286. TOTAL EXPENSES 93,441. TELEPHONE: PROGRAM SERVICE EXPENSES 76,833. MANAGEMENT AND GENERAL EXPENSES 14,529. FUNDRAISING EXPENSES 1,883. TOTAL EXPENSES 93,245. SUPPLIES - OFFICE: PROGRAM SERVICE EXPENSES 68,921. MANAGEMENT AND GENERAL EXPENSES 20,514. FUNDRAISING EXPENSES 2,735. TOTAL EXPENSES 92,170. SUPPLIES - PHARMACEUTICAL: PROGRAM SERVICE EXPENSES 90,187. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 90,187. PRINTING: PROGRAM SERVICE EXPENSES 80,066. MANAGEMENT AND GENERAL EXPENSES 1,411. FUNDRAISING EXPENSES 7,530. TOTAL EXPENSES 89,007. SUPPLIES - MEDICAL: PROGRAM SERVICE EXPENSES 73,613. MANAGEMENT AND GENERAL EXPENSES 799. FUNDRAISING EXPENSES 193. TOTAL EXPENSES 74,605. PAYMENTS TO AFFILIATES: PROGRAM SERVICE EXPENSES 943. MANAGEMENT AND GENERAL EXPENSES 68,071. FUNDRAISING EXPENSES 300. TOTAL EXPENSES 69,314. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 19,675. MANAGEMENT AND GENERAL EXPENSES 5,682. FUNDRAISING EXPENSES 1,045. TOTAL EXPENSES 26,402. PROPERTY EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 25,721. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,721. WORKSHOP EXPENSES: PROGRAM SERVICE EXPENSES 19,961. MANAGEMENT AND GENERAL EXPENSES 107. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,068. DUES & MEMBERSHIPS: PROGRAM SERVICE EXPENSES 18,273. MANAGEMENT AND GENERAL EXPENSES 244. FUNDRAISING EXPENSES 203. TOTAL EXPENSES 18,720. BOARD EXPENSES: PROGRAM SERVICE EXPENSES 136. MANAGEMENT AND GENERAL EXPENSES 12,024. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,160. SECURITY: PROGRAM SERVICE EXPENSES 6,158. MANAGEMENT AND GENERAL EXPENSES 2,059. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,217. TAXES & FEES: PROGRAM SERVICE EXPENSES 313. MANAGEMENT AND GENERAL EXPENSES 4,311. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,624. WORK STUDY EXPENSE: PROGRAM SERVICE EXPENSES 3,947. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 52. TOTAL EXPENSES 3,999. LICENSES/PROFESSIONAL: PROGRAM SERVICE EXPENSES 3,984. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,984. SARAH'S CIRCLE: PROGRAM SERVICE EXPENSES 272. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 272. SPECIAL PROJECT EXPENSES: PROGRAM SERVICE EXPENSES 45. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1. TOTAL EXPENSES 46. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -14,994.