2013-11-13T11:24:27-06:00 2013-03-31 060903326 WHITTLESEY & HADLEY PC 147 CHARTER OAK AVE HARTFORD CT 061065100 990 2012-04-01 060263565 PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC PLAN 2037522850 345 WHITNEY AVENUE NEW HAVEN CT 06511 JUDY TABAR 2037522850 2013-11-13 1 EDWARD S JASON P00634355 8605223111 2012 2016-02-24 21:20:13Z JUDY TABAR 345 WHITNEY AVENUE NEW HAVEN CT 06511 34385807 0 X WWW.PLANNEDPARENTHOOD.ORG/PPSNE/ X 1939 CT FAMILY PLANNING 19 19 318 307 0 0 11217579 14491790 17764598 18238447 100945 156679 202919 1359986 29286041 34246902 0 0 0 0 13507149 14879651 0 0 1395025 13047512 14473651 26554661 29353302 2731380 4893600 25370312 31210633 2434474 2946671 22935838 28263962 PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND, INC.'S MISSION IS TO PROTECT THE FUNDAMENTAL RIGHT OF ALL PEOPLE TO MANAGE THEIR OWN FERTILITY AND SEXUAL HEALTH AND ENSURE ACCESS TO SERVICES, EDUCATION AND INFORMATION TO REALIZE THAT RIGHT. 0 0 23509872 19603397 PROGRAM SERVICES-PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND, INC. RUNS CLINICS AND CENTERS WHICH PROVIDE COUNSELING AND CLIENT SERVICES FOR THE COMMUNITY IN ORDER TO HELP IN FAMILY PLANNING. THE ORGANIZATION EDUCATES THE PUBLIC ON MATTERS OF REPRODUCTIVE CHOICE, PROVIDES INFORMATION ON CONTRACEPTION ALTERNATIVES, AND PROVIDES MEDICAL CARE RELATED TO REPRODUCTIVE ISSUES. 23509872 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 122 0 1 318 1 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CT RI X LOU DENEGRE 2037522802 345 WHITNEY AVENUE NEW HAVEN CT 06511 AMELIA RENKERT-THOMAS JD 1.00 X 0 0 0 NANCY HUTSON 1.00 X 0 0 0 SANDRA ARNOLD 1.00 X 0 0 0 SIW DE GYSSER 1.00 X 0 0 0 NILOY SANYAL 1.00 X 0 0 0 ADRIANA ARREOLA-JOSEPH 1.00 X 0 0 0 LEIGH BONNEY 1.00 X 0 0 0 ERICA BUCHSBAUM 1.00 X 0 0 0 KAREN DUBOIS-WALTON 1.00 X 0 0 0 SUE HESSEL 1.00 X 0 0 0 SIMONE P JOYAUX 1.00 X 0 0 0 SUSANN MARK 1.00 X 0 0 0 NADESHA MIJOBA 1.00 X 0 0 0 DONNA MOFFLY 1.00 X 0 0 0 JOHN R MORTON MD 1.00 X 0 0 0 SHANNON PERRY 1.00 X 0 0 0 SUSAN ROSS 1.00 X 0 0 0 FAHD VAHIDY 1.00 X 0 0 0 SANDRA WAGENFELD 1.00 X 0 0 0 JUDITH T TABAR 40.00 X 341237 0 50913 MARY BAWZA 40.00 X 174175 0 26387 LINDA COTE 40.00 X 171423 0 28612 JENNY CARRILLO 40.00 X 154274 0 13550 CHRISTOPHER BELLIS 40.00 X 135589 0 12788 MARJORIE WREN 40.00 X 125030 0 12872 SUSAN YOLEN 40.00 X 120989 0 18229 SARAH WHELAN 40.00 X 117182 0 17973 1339899 0 181324 14 0 1 0 WELLSPRING CONSULTING 198 AMITY ROAD WOODBRIDGE CT 06525 BUSINESS CONSULTING 202938 RUSSO ASSOCIATES 345 WHITNEY AVENUE NEW HAVEN CT 06511 PHYSICIAN 188155 GENE KIRSCHENBAUM 345 WHITNEY AVENUE NEW HAVEN CT 06511 PHYSICIAN 182305 KEN WEIN 345 WHITNEY AVENUE NEW HAVEN CT 06511 PHYSICIAN 173400 HIGHEND LLC 18 BEAVER DAM ROAD NEWTON CT 06570 PROPERTY/BUILDING MAINTENANCE 160756 9 422827 5805266 8263697 1756199 14491790 NET PATIENT REVENUE 621400 18238447 18238447 18238447 80291 80291 163594 87206 76388 76388 76388 46735 422827 51699 -4964 -4964 MISCELLANEOUS 611710 1364950 1364950 1364950 34246902 19603397 0 151715 685761 512015 133277 40469 11413768 8521950 2218260 673558 236746 179966 47343 9437 1579293 1139049 344567 95677 964083 719497 186923 57663 1487294 891622 288920 306752 1477276 836087 501920 139269 1557705 1421682 107813 28210 194946 152026 32707 10213 280485 135299 141787 3399 16026 16026 291808 291808 1038859 855076 183783 369062 314971 54091 CLINIC EXPENSES 3668287 3668287 PATIENT BILING SERVICES 1581752 1581752 BAD DEBT EXPENSE 1079997 1079997 PAYMENTS TO CONTRACTING 751871 751871 678283 456917 190988 30378 29353302 23509872 4448405 1395025 1914638 3132688 3392632 6160876 1705795 1828141 550605 702673 399748 516086 20056187 8944967 11210109 11111220 6057785 7619949 100000 100000 39000 39000 25370312 31210633 1633496 1923075 230978 203596 570000 820000 2434474 2946671 X 19328137 20542054 2348154 6412361 1259547 1309547 22935838 28263962 25370312 31210633 4893600 434524 0 X X 0 1 X 1 1 1 X 7886962 7848508 8232851 10762283 14421278 49151882 14739876 15795049 17249706 17764598 18238447 83787676 22626838 23643557 25482557 28526881 32659725 132939558 66896 57727 237448 888353 4734865 5985289 0 66896 57727 237448 888353 4734865 5985289 126954269 116732 89319 68268 65777 80291 420387 116732 89319 68268 65777 80291 420387 226830 208032 252954 249164 1364950 2301930 22970400 23940908 25803779 28841822 34104966 135661875 0.93580 0.98210 0.00310 0.00410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 68080 84965 153045 29253168 29406213 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 236278 294094 132581 153045 815998 250000 250000 250000 250000 1000000 1500000 145229 201388 37392 68080 452089 6157785 970961 591203 7719949 5786977 89538 281270 6157785 4651174 511887 623916 5786977 3231943 171549 1247682 4651174 4418657 80514 -1267228 3231943 0.83000 0.17000 0 0 686700 686700 9837284 3816178 6021106 1277961 1156726 121235 8254242 3972063 4282179 11111220 X 34733125 434524 51699 486223 34246902 0 34246902 29405001 51699 51699 29353302 0 29353302 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE OBJECTIVE IS LONG TERM GROWTH OF CAPITAL AND INCOME TO MEET THE CURRENT AND FUTURE NEEDS OF THE ORGANIZATION. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: FASB HAS ISSUED ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (ASC 740). PPSNE CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, PROPOSED SETTLEMENTS, CHANGES TO TAX LAW AND NEW AUTHORITATIVE RULINGS TO DETERMINE IF IT HAS ANY UNCERTAIN TAX POSITIONS. AS OF MARCH 31, 2013, PPSNE DOES NOT BELIEVE IT IS EXPOSED TO ANY UNCERTAIN TAX POSITIONS. PPSNE'S FEDERAL INFORMATIONAL RETURNS FOR THE YEARS ENDED MARCH 31, 2009 THROUGH 2011 REMAIN OPEN TO INSPECTION BY THE IRS. PART XI, LINE 2D - OTHER ADJUSTMENTS: . FUNDRAISING EVENTS EXPENSES NETTED IN TAX RETURN 51,699. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS EXPENSES NETTED IN TAX RETURN 51,699. GREENWICH SPRING LUNCHEON 364941 332806 32135 600 28354 3622 RI SPRING BENEFIT 59850 53400 6450 800 3103 2849 382 1 44771 36621 8150 900 9884 1205 469562 422827 46735 2300 41341 2849 5209 51699 -4964 X X X X 0 0 0 0 0 0 0 0 0 JUDITH T TABAR 341237 0 0 0 0 0 30138 0 20775 0 392150 0 0 0 MARY BAWZA 174175 0 0 0 0 0 14967 0 11420 0 200562 0 0 0 LINDA COTE 171423 0 0 0 0 0 15001 0 13611 0 200035 0 0 0 JENNY CARRILLO 154274 0 0 0 0 0 0 0 13550 0 167824 0 0 0 X 11 1756199 FAIR MARKET VALUE 0 1 1 THIRD PARTY USE: PART I, LINE 32B: THE ORGANIZATION HIRED AN INVESTMENT BROKER COMPANY TO MANAGE ALL ITS STOCK GIFTS. FORM 990, PART VI, SECTION B, LINE 11 THE ORGANIZATION'S BOARD OF DIRECTORS TOGETHER WITH THE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER AND CONTROLLER REVIEWS THE EXEMPT ORGANIZATION RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES ALL EMPLOYEES UPON EMPLOYMENT TO SIGN A STATEMENT INDICATING THAT THEY HAVE RECEIVED THE ORGANIZATION'S HUMAN RESOURCE MANUAL AND THAT THEY AGREE TO ABIDE BY ALL THE POLICIES IT CONTAINS INCLUDING CONFLICT OF INTEREST. STAFF MEMBERS ARE ASKED TO CONTACT HUMAN RESOURCES WITH ANY QUESTIONS ABOUT POTENTIAL CONFLICTS OF INTEREST. THE HUMAN RESOURCES DEPARTMENT COLLECTS THE NECESSARY INFORMATION FROM THE STAFF MEMBER AND THEIR SUPERVISOR AS NECESSARY TO DETERMINE IF A POTENTIAL CONFLICT EXISTS. HUMAN RESOURCES CONSULTS WITH SENIOR MANAGEMENT TO MAKE A FINAL DETERMINATION AND PROVIDES THE STAFF MEMBER WITH A WRITTEN RESPONSE REGARDING THE SITUATION. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION SUBMITS ALL ITS JOB DESCRIPTIONS FOR MARKET ASSESSMENTS PERIODICALLY AND EACH TIME A POSITION IS CREATED OR MODIFIED. THE MARKET ASSESSMENTS ARE COMPLETED BY AN INDEPENDENT FIRM THAT RECOMMENDS A COMPENSATION RANGE FOR EACH POSITION BASED ON COMPETITIVE DATA OF SIMILAR POSITIONS. CONCERNING THE CEO'S POSITION, THE MARKET ASSESSMENT INCLUDES A COMPREHENSIVE ANALYSIS WITH RECOMMENDATIONS FOR THE BOARD OF DIRECTORS WHO DETERMINE AND APPROVE THE CEO'S COMPENSATION. COMPENSATION FOR NEWLY CREATED OFFICERS AND OTHER KEY POSITIONS IS RECOMMENDED BY THE CEO, WITH INPUT FROM THE MARKET ASSESSMENTS, AND APPROVED BY THE BOARD OF DIRECTORS AS PART OF THE ANNUAL PLAN AND BUDGET. AN ANNUAL RATE OF INCREASE FOR EXISTING POSITIONS IS RECOMMENDED BY THE CEO AND APPROVED BY THE BOARD OF DIRECTORS. DISCUSSIONS WITH THE BOARD OF DIRECTORS ARE RECORDED IN THE MINUTES OF THE MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLIY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCE COMMITTEE REVIEWS THE FINANCIAL STATEMENTS PRIOR TO ISSUANCE. THE SAME COMMITTEE SELECTS THE INDEPENDENT ACCOUNTANT TO PERFORM THE AUDIT. PLANNED PARENTHOOD VOTES CT 345 WHITNEY AVENUE NEW HAVEN CT 06511 061309773 PUBLIC AWARENESS PROGRAM CT 501(C)(4) N/A 0 PLANNED PARENTHOOD VOTES RI 111 POINT STREET PROVIDENCE RI 02940 050499804 PUBLIC AWARENESS PROGRAM RI 501(C)(4) N/A 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 ALL YES ITEMS ARE LESS THAN 50000