2013-10-28T12:53:13-05:00 2012-12-31 420714325 MCGLADREY LLP 1185 AVENUE OF THE AMERICAS NEW YORK NY 100362602 990 2012-01-01 141344810 PLANNED PARENTHOOD OF THE MID-HUDSON VALLEY INC PLAN 8454711530 178 CHURCH STREET POUGHKEEPSIE NY 12601 RUTH-ELLEN BLODGETT 8454711530 2013-10-28 1 MARTIN GREIF P00029738 2123721000 2012 2016-02-25 16:41:14Z RUTH-ELLEN BLODGETT 178 CHURCH STREET POUGHKEEPSIE NY 12601 8576931 0 X WWW.PLANNEDPARENTHOOD.ORG/MID-HUDSON-VALLEY X 1943 NY PROVIDE GYNECOLOGICAL & FAMILY PLANNING SERVICES AS WELL AS PROVIDE EDUCATION ON REPRODUCTIVE AND SEXUAL HEALTH. 14 14 109 69 0 0 3235009 3349787 3893044 4706266 131701 -7471 -17400 206474 7242354 8255056 0 10000 0 0 4816582 4412195 0 0 215977 3727819 3811870 8544401 8234065 -1302047 20991 6031883 6225533 1738426 1825057 4293457 4400476 X PLANNED PARENTHOOD MID-HUDSON VALLEY EMPOWERS INDIVIDUALS TO MAKE INDEPENDENT, INFORMED DECISIONS ABOUT THEIR SEXUAL AND REPRODUCTIVE LIVES BY PROVIDING ACCESS TO HIGH QUALITY, EVIDENCE-BASED AND MEDICALLY-SOUND HEALTH CARE AND EDUCATIONAL SERVICES, AND BY PROMOTING AND ADVOCATING FOR PUBLIC POLICIES TO MAKE THOSE SERVICES AVAILABLE TO ALL.PLANNED PARENTHOOD MID-HUDSON VALLEY'S SERVICES ALLOW EACH INDIVIDUAL TO MANAGE HIS OR HER FERTILITY REGARDLESS OF INCOME, MARITAL STATUS, RACE, ETHNICITY, SEXUAL ORIENTATION, NATIONAL ORIGIN OR RESIDENCE. WE ASSIST OUR CLIENTS TO HAVE THE SELF CONFIDENCE TO MAKE VOLUNTARY, SEXUAL AND REPRODUCTIVE HEALTH DECISIONS WHILE PRESERVING THE INDIVIDUAL'S RIGHT TO PRIVACY. 0 0 5131973 4897516 CLINICAL SERVICES - PRIMARY AND PREVENTATIVE HEALTH SERVICES, INCLUDING PERSONAL COUNSELING AND EXAMINATION OF PATIENTS. PROVIDE CONTRACEPTIVES, REFERRAL FOR INFERTILITY AND OTHER MEDICAL ISSUES, ABORTIONS, STERILIZATION, TREATMENT FOR SEXUALLY TRANSMITTED DISEASES CARE PROVIDED TO 25,736 PATIENTS DURING 2012 IN DUTCHESS, ULSTER, SULLIVAN AND ORANGE COUNTIES. 907870 10000 EDUCATION & OUTREACH - PROVIDE SEXUALITY AND REPRODUCTIVE HEALTH EDUCATION AND PRINTED MATERIALS TO SCHOOLS, ORGANIZATIONS AND GROUPS IN DUTCHESS, ULSTER, SULLIVAN AND ORANGE COUNTIES. 156749 PUBLIC POLICY & ADVOCACY - ACTIVITIES, SERVICES AND MATERIALS USED FOR CONDUCTING WITH, ADDRESSED TO OR PREPARED FOR INDIVIDUALS OR ORGANIZATIONS THAT RELATE TO PROGRAMS FOR COMMUNITY INVOLVEMENT IN FERTILITY MANAGEMENT AND POPULATION RELATED MATTERS. WHICH CAN INCLUDE THOSE PROGRAMS INTENDED TO STIMULATE OR SUPPORT COMMUNITY ACTION, RELATIONS WITH OTHER AGENCIES AND INSTITUTIONS, GOVERNMENTAL DEPARTMENTS AND HEALTH FACILITIES. 6196592 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 39 0 1 109 1 0 0 0 0 0 1 1 0 0 0 0 X 14 14 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X RUTH-ELLEN BLODGETT PRESIDENTCEO 8454711530 178 CHURCH STREET POUGHKEEPSIE NY 12601 CYNTHIA ROSENBERG 1.00 X X 0 0 0 BLAKE RIDER 1.00 X X 0 0 0 FRED COOK - FROM 512012 1.00 X X 0 0 0 HELEN ULLRICH 1.00 X X 0 0 0 SHANNON WONG 1.00 X X 0 0 0 IRA HOCHMAN 1.00 X X 0 0 0 MAUREEN BURKE 1.00 X 0 0 0 MARTIN CHARWAT 1.00 X 0 0 0 LEAH FELDMAN 1.00 X 0 0 0 JULIA GOINGS-PERROT 1.00 X 0 0 0 STEPHAN KATZ MD 1.00 X 0 0 0 KELLYANN KOSTYAL-LARRIER 1.00 X 0 0 0 IRWIN ROSENTHAL 1.00 X 0 0 0 BARBARA SARAH 1.00 X 0 0 0 MIMI TANNEN 1.00 X 0 0 0 GABRIELA PRAGMAN 1.00 X 0 0 0 RUTH-ELLEN BLODGETT 38.00 X 166025 0 5525 WILLIAM TROY JOHNSON 38.00 X 94432 0 13968 MARILYN DONOHUE 38.00 X 93937 0 10664 PATRICIA TESSLER 38.00 X 82310 0 90 TINA ROBIE 38.00 X 76258 0 15214 MARY RADFORD 38.00 X 56826 0 6386 JOSHUA JAFFE 38.00 X 149038 0 0 RAYMA BURNETT-BIGLANE 38.00 X 100111 0 18968 818937 0 70815 3 0 1 0 HEALTHCARE MANAGEMENT SOLUTIONS LLC PO BOX 56 VAILS GATES NY 12584 FINANCIAL MANAGEMENT 562469 QUALITY BILLING SERVICE INC 3 NEPTUNE RD SUITE A20B POUGHKEEPSIE NY 12601 MEDICAL BILLING 145230 2 239926 2645368 464493 3349787 THIRD PARTY PAYORS 900099 4028390 4028390 SELF-PAY 900099 677876 677876 4706266 34853 34853 7800 0 7800 7800 7800 202184 45727 182527 107708 19657 -61981 -42324 -42324 12180 239926 31640 -19460 -19460 EHR INCENTIVE PROGRAM 900099 191250 191250 MISCELLANEOUS 900099 26884 26884 218134 8255056 4897516 0 7753 10000 10000 770676 593527 148900 28249 2649747 2040674 511946 97127 55170 41336 11886 1948 680743 511786 144810 24147 255859 192619 54148 9092 493043 12261 480782 37940 37940 48756 48756 518612 499954 6654 12004 74131 53735 8985 11411 163156 140812 13417 8927 522933 501035 21898 7798 5716 2082 91768 58324 33444 31371 1112 30259 225265 14950 210315 241313 220690 20623 100720 100720 MEDICAL SUPPLIES 497770 497770 LABORATORY FEES & OUTSI 293757 293757 BAD DEBT 229564 229564 MAINTENANCE & REPAIRS 73304 62343 7579 3382 160669 113907 27072 19690 8234065 6196592 1821496 215977 1060 1180 1091766 1033075 815828 627915 421681 1104990 58530 68010 124759 114152 3949332 1729596 2470495 2219736 980016 986480 67748 69995 6031883 6225533 849233 948772 190437 684713 835710 14043 40575 1738426 1825057 X 3919898 4167030 373559 233446 4293457 4400476 6031883 6225533 20991 86028 0 X 0 1 X 1 1 1 X 4128795 4435445 4115926 3235009 3349787 19264962 4128795 4435445 4115926 3235009 3349787 19264962 19264962 124711 95228 28690 39473 34853 322955 256924 13344 22844 2184 218134 513430 20101347 21514351 0.95840 0.96810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 278000 278000 1926448 869810 1056638 621479 133542 487937 1123405 726244 397161 2219736 DEFERRED RENT 26276 CAPITAL LEASE OBLIGATION 14299 40575 X 8159265 86028 47745 133773 8025492 229564 229564 8255056 8055271 60770 60770 7994501 239564 239564 8234065 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: PLANNED PARENTHOOD OF THE MID-HUDSON VALLEY, INC. ("PPMHV") QUALIFIES AS A CHARITABLE ORGANIZATION AS DEFINED BY SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(A). PPMHV IS ALSO EXEMPT FROM NEW YORK STATE AND NEW YORK CITY INCOME TAXES. PPMHV IS SUBJECT TO UNRELATED BUSINESS INCOME TAX ("UBIT"), IF APPLICABLE. FOR THE YEARS ENDED DECEMBER 31, 2012 AND 2011, PPMHV DID NOT OWE ANY UBIT. MANAGEMENT HAS EVALUATED PPMHV'S INCOME TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2012 AND 2011 AND CONCLUDED THAT PPMHV HAD TAKEN NO UNCERTAIN INCOME TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE CONSOLIDATED FINANCIAL STATEMENTS. GENERALLY, PPMHV IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2009, WHICH IS THE STANDARD STATUTE OF LIMITATIONS LOOK-BACK PERIOD. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE NETTED AGAINST FUNDRAISING REVENUE 31,640. PLANNED PARENTHOOD OF THE MID-HUDSON VALLEY ACTION FUND REVENUE 16,105. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 229,564. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE NETTED AGAINST FUNDRAISING REVENUE 31,640. PLANNED PARENTHOOD OF THE MID-HUDSON VALLEY ACTION FUND EXPENSES 29,130. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 229,564. GRANT EXPENSE 10,000. SPRING SOIREE 81481 72451 9030 10950 3294 RHINEBECK BENEFIT 69340 69340 920 1150 1276 3 101285 98135 3150 525 8591 4934 252106 239926 12180 1445 20691 9504 31640 -19460 1 PLANNED PARENTHOOD OF THE MID HUDSON VALLEY ACTION FUND INC 178 CHURCH STREET POUGHKEEPSIE NY 12601 141772752 501(C)(4) 10000 FUNDING ASSISTANCE FOR EDUCATIONAL ACTIVITIES. 0 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: PLANNED PARENTHOOD OF THE MID-HUDSON VALLEY ("PPMHV") RECEIVES AND REVIEWS FINANCIAL STATEMENTS FOR PLANNED PARENTHOOD OF THE MID HUDSON VALLEY' ACTION FUND. THE ACTION FUND'S BOOKS AND RECORDS ARE PREPARRED BY THE DIRECTOR OF FINANCE FOR PPMHV, AND THE CEO OF THE ACTION FUND IS ALSO THE CEO OF PPMHV. ADDITIONALLY, THE ACTION FUND HOLDS QUARTERLY BOARD MEETINGS IN WHICH PROGRAMMATICS AND FINANCIAL ACTIVITIES ARE REVIEWED IN DETAIL. X X X 0 0 0 0 0 0 0 0 0 RUTH-ELLEN BLODGETT 158778 0 0 0 7247 0 4763 0 762 0 171550 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 FINANCIAL CONSULTANTS WERE HIRED AS INTERIM MANAGEMENT TO OVERSEE AND RESTRUCTURE THE FINANCIAL AND BILLING AREAS. MS. MARIANNE MUISE SERVED AS INTERIM VICE PRESIDENT OF FINANCE & IT UPON THE RESIGNATION OF LOIS STODDARD IN JUNE 2011. MS. MUISE REPORTED WEEKLY TO THE PRESIDENT AND CHIEF EXECUTIVE OFFICER AND PRESENTED MONTHLY FINANCIAL STATEMENTS TO BOTH THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS. UNTIL NOV. 2012 WHE THE DIRECTOR OF FINANCE FULLY TOOK OVER DAILY MANAGEMENT OF THE ORGANIZATIONS FINANCIALY MATTERS. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD OF DIRECTORS AND FINANCE COMMITTEE REVIEWS THE FORM 990 BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND EMPLOYEES ARE REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST FORMS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS DETERMINES THE SALARY FOR THE PRESIDENT/CEO. PPMHV IS A MEMBER OF PLANNED PARENTHOOD FEDERATION OF AMERICA, THEREFORE, THE BOARD RECEIVES AN ANNUAL CEO COMPENSATION SURVEY WHICH PROVIDES INFORMATION OF THE ELEMENTS OF THE COMPENSATION FOR CEO'S OF AFFILIATES AROUND THE COUNTRY BASED ON BUDGET SIZE. FURTHERMORE, THE BOARD REVIEWS PUBLIC INFORMATION OF CEO'S OF NON-PROFIT ORGANIZATIONS IN THE GREATER METROPOLITAN AND HUDSON VALLEY REGION, INCLUDING A REVIEW OF 990'S. THE REVIEW AND APPROVAL OF THE SALARY IS VOTED ON BY BOARD MEMBERS. CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION IS MADE IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 INFORMATION ON ORGANIZATION'S WEBSITE INSTRUCTS THE PUBLIC ON HOW TO ACCESS THE GOVERNING, FINANCE AND CONFLICT OF INTEREST POLICIES. THE ORGANIZATION VOLUNTARILY UPLOADS ITS 990 TO GUIDESTAR WHEN FILED, AND POSTS A HYPERLINK ON ITS OWN WEBSITE. PLANNED PARENTHOOD OF THE MID-HUDSON VALLEY ACTION FUND 178 CHURCH STREET POUGHKEEPSIE NY 12601 141772752 REIMBURSEMENT OF DIRECT AND INDIRECT COSTS INCURRED NY 501(C)(4) N/A PLANNED PARENTHOOD OF THE MID-HUDSON VALLEY INC 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0