2012-11-06T10:23:56-06:00 2011-12-31 420714325 MCGLADREY LLP 1185 AVENUE OF THE AMERICAS NEW YORK NY 100362602 990 2011-01-01 141344810 PLANNED PARENTHOOD OF THE MID-HUDSON VALLEY INC PLAN 8454711530 178 CHURCH STREET POUGHKEEPSIE NY 12601 RUTH-ELLEN BLODGETT 8454711530 2012-11-06 1 MARTIN GREIF P00029738 2123721000 2011 2016-02-25 16:41:14Z RUTH-ELLEN BLODGETT 178 CHURCH STREET POUGHKEEPSIE NY 12601 8027879 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 13 108 66 0 0 4147640 3235009 4675135 3893044 52787 131701 113509 -17400 8989071 7242354 0 0 0 0 4541962 4816582 0 0 237331 4022740 3727819 8564702 8544401 424369 -1302047 6521050 6031883 847159 1738426 5673891 4293457 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 5341548 3893044 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 28,454 PATIENTS DURING 2011 IN DUTCHESS, ULSTER, SULLIVAN AND ORANGE COUNTIES. 924719 EDUCATION & OUTREACH - PROVIDE SEXUALITY AND REPRODUCTIVE HEALTH EDUCATION AND PRINTED MATERIALS TO SCHOOLS, ORGANIZATIONS AND GROUPS IN DUTCHESS, ULSTER, SULLIVAN AND ORANGE COUNTIES. 165648 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. 6431915 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 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 32 0 1 108 1 0 0 0 0 0 1 1 0 0 0 0 X 14 13 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 CHRIS TESSLER 1.00 X X 0 0 0 SHANNON WONG - FROM 92011 1.00 X X 0 0 0 IRA HOCHMAN 1.00 X 0 0 0 FRED COOK 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 SAMIRA KHERA - THRU 82011 1.00 X 0 0 0 KELLYANN KOSTYAL-LARRIER 1.00 X 0 0 0 KEVIN MULQUEEN - THRU 62011 1.00 X 0 0 0 GABRIELA PRAGMAN 1.00 X 0 0 0 BARBARA SARAH 1.00 X 0 0 0 MIMI TANNEN 1.00 X 0 0 0 HELEN ULLRICH 1.00 X X 0 0 0 JUSTIN LEASE 1.00 X 0 0 0 KEVIN KRAFT - THRU 82011 1.00 X 0 0 0 RUTH-ELLEN BLODGETT 38.00 X 172145 0 5700 MARILYN DONOHUE 38.00 X 95200 0 19078 KATHLEEN MADDEN 38.00 X 63785 0 5964 LOIS STODDARD - THRU 62011 38.00 X 60195 0 3976 ANNE MATSUI - THRU 12011 38.00 X 10012 0 418 TRICIA O'MALLEY 38.00 X 61683 0 16636 JOSHUA JAFFE 38.00 X 120192 0 0 RAYMA BURNETT-BIGLANE 38.00 X 115303 0 26501 698515 0 78273 3 0 1 0 HEALTHCARE MANAGEMENT SOLUTIONS LLC PO BOX 56 VAILS GATES NY 12584 FINANCIAL MANAGEMENT 200733 1 220490 2461313 553206 3235009 MEDICAID 900099 2262746 2262746 SELF-PAY 900099 1097594 1097594 OTHER THIRD PARTY 900099 532704 532704 3893044 31673 31673 7800 0 7800 7800 7800 249184 596960 200588 545528 48596 51432 100028 100028 12025 220490 39409 -27384 -27384 MISCELLANEOUS 900099 2184 2184 2184 7242354 3893044 0 114301 634898 472012 138599 24287 3216048 2390117 702923 123008 70370 52559 15120 2691 549413 410360 118048 21005 345853 258317 74311 13225 26483 26483 69830 69830 901667 416914 453445 31308 76188 59977 16211 198877 148606 31554 18717 543966 506829 37137 88305 59824 28481 42557 18352 24205 26785 26785 222808 144993 77515 300 229407 207369 22038 102423 95091 7332 MEDICAL SUPPLIES 411930 411649 281 LABORATORY FEES & OUTSI 292659 292659 BAD DEBT 180688 180688 PHYSICIAN FEES 165440 165300 140 147806 140299 4717 2790 8544401 6431915 1875155 237331 1321 1060 805711 1091766 1162888 815828 609575 421681 78157 58530 5446 124759 4097681 1627186 2768171 2470495 1033653 980016 56128 67748 6521050 6031883 847159 849233 190437 684713 0 14043 847159 1738426 X 5158631 3919898 515260 373559 5673891 4293457 6521050 6031883 X -1302047 -78387 X 0 1 1 X 1 1 X 4378564 4128795 4435445 4115926 3235009 20293739 4378564 4128795 4435445 4115926 3235009 20293739 20293739 77101 124711 95228 28690 39473 365203 7280 256924 13344 22844 2184 302576 20961518 21964158 0.96810 0.96720 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 303000 303000 2137491 939103 1198388 514554 86597 427957 1075366 601486 473880 67270 67270 2470495 DEFERRED RENT 14043 14043 7242354 8544401 -1302047 -78887 500 -18184 -96571 -1398618 7043033 -78887 -120434 -199321 7242354 0 7242354 8441651 57805 57805 8383846 160555 160555 8544401 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: PLANNED PARENTHOOD OF THE MID-HUDSON VALLEY, INC. ("PPMHV") IS SUBJECT TO UNRELATED BUSINESS INCOME TAX ("UBIT"), IF APPLICABLE. FOR THE YEARS ENDED DECEMBER 31, 2011 AND 2010, PPMHV DID NOT OWE ANY UBIT. MANAGEMENT HAS EVALUATED PPMHV'S INCOME TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2011 AND 2010 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 2008, WHICH IS THE STANDARD STATUTE OF LIMITATIONS LOOK-BACK PERIOD. PART XI, LINE 8 - OTHER ADJUSTMENTS: PLANNED PARENTHOOD OF THE MID-HUDSON VALLEY ACTION FUND -18,184. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE NETTED AGAINST FUNDRAISING REVENUE 39,409. PLANNED PARENTHOOD OF THE MID-HUDSON VALLEY ACTION FUND REVENUE 212. BAD DEBT EXPENSE -160,055. PART XIII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE NETTED AGAINST FUNDRAISING REVENUE 39,409. PLANNED PARENTHOOD OF THE MID-HUDSON VALLEY ACTION FUND EXPENSES 18,396. PART XIII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 160,555. SPRING SOIREE 91330 79305 12025 4396 16111 RHINEBECK BENEFIT 44415 44415 840 1137 759 3 96770 96770 285 738 15143 232515 220490 12025 1125 6271 32013 39409 -27384 X X X 1 0 0 0 0 0 0 0 0 RUTH-ELLEN BLODGETT 164615 0 0 0 7530 0 4938 0 762 0 177845 0 0 0 PART I, LINE 4A KATHLEEN MADDEN RECEIVED SEVERANCE PAYMENT IN THE AMOUNT OF $9,231. PATRICIA TESSLER SHARES FAMILY RELATIONSHIP WITH CHRIS TESSLER, TRESURER/CHAIR 19749 IN OCTOBER 2011, PPMHV HIRED THE SPOUSE OF BOARD MEMBER, CHRIS TESSLER, AS THE SENIOR DIRECTOR OF CLINICAL OPERATIONS. PRIOR TO HIRING MRS. TESSLER, EXPLICIT DISCUSSION WITH THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS WAS HELD TO DESCRIBE MRS. TESSLER'S ROLE WITHIN THE ORGANIZATION AS WELL AS THE CONFLICT WITH MR. TESSLER'S POSITION ON THE BOARD. SPECIFIC DISCUSSION REGARDING THE FACT THAT MR. TESSLER'S TERM ON THE BOARD OF DIRECTORS WAS SET TO EXPIRE EFFECTIVE DECEMBER 31, 2011 WAS HELD. THIS WOULD LEAD TO AN OVERLAP OF APPROXIMATELY TWO AND A HALF MONTHS. THIS EXCEPTION WAS APPROVED DUE TO PPMHVS SIGNIFICANT DEFICIT IN CLINICIAN LEADERSHIP WITH ANY EXPERIENCE WITH ELECTRONIC HEALTH RECORDS AND DATA ANALYSIS. MRS. TESSLER WAS PREVIOUSLY EMPLOYED AT A MAJOR HOSPITAL USING THE SAME ELECTRONIC HEALTH RECORDS SYSTEM AND BROUGHT TRAINING LEADERSHIP AND TEMPLATE DEVELOPMENT SKILLS TO PPMHV WHICH ALLOWED PPMHV TO END THE YEAR WITH A COMPLETED ELECTRONIC MEDICAL RECORDS SYSTEM. 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. 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. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -78,887. PRIOR PERIOD ADJUSTMENTS: 500. TOTAL TO FORM 990, PART XI, LINE 5: -78,387. FORM 990, PART VII, SECTION A: THE ORGANIZATION, IN A FULL TRANSPARENCY POSTURE TO REPORTING, IS REPORTING ALL BENEFITS IN FULL IN PART VII, COLUMN F AND NOT APPLYING THE $10,000 PER ITEM EXCEPTION FOR CERTAIN BENEFITS. PLANNED PARENTHOOD OF THE MIDHUDSON VALLEY ACTION FUND 178 CHURCH STREET POUGHKEEPSIE NY 12601 REIMBURSEMENT OF DIRECT AND INDIRECT COSTS INCURRED NY 501(C)(4) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0