2012-11-15T17:29:30-06:00 2011-12-31 741650885 PADGETT STRATEMANN & CO LLP 100 NE LOOP 410 SUITE 1100 SAN ANTONIO TX 78216 990 2011-01-01 741297211 THE PLANNED PARENTHOOD TRUST OF SAN ANTONIO AND SOUTH CENTRAL TEXAS PLAN 2107362244 104 BABCOCK RD SAN ANTONIO TX 78201 JEFFREY HONS 2107362244 2012-11-15 1 JOSIE BEHREND P00715390 2108286281 2011 2016-02-24 21:20:13Z JEFFREY HONS 104 BABCOCK RD SAN ANTONIO TX 78201 4673624 0 X WWW.PPTRUST.ORG X 1939 TX THE PURPOSE OF THE CORPORATION SHALL BE TO PROVIDE FAMILY PLANNING AND SEXUAL HEALTHCARE SERVICES TO BOTH MEN AND WOMEN WITH PARTICULAR EMPHASIS ON SERVING LOW-INCOME AND MEDICALLY UNDERSERVED POPULATIONS. 18 18 79 46 0 0 922115 746742 3403061 3434279 -14491 42704 102450 116988 4413135 4340713 0 0 0 0 3168987 2987772 0 0 328160 748534 837094 3917521 3824866 495614 515847 3569580 3093151 1595485 652585 1974095 2440566 X THE PURPOSE OF THE CORPORATION SHALL BE TO PROVIDE FAMILY PLANNING AND SEXUAL HEALTHCARE SERVICES TO BOTH MEN AND WOMEN WITH PARTICULAR EMPHASIS ON SERVING LOW-INCOME AND MEDICALLY UNDERSERVED POPULATIONS. 0 1 2497353 3405385 FAMILY PLANNING: PROVIDES CLINICAL SERVICES INCLUDING BIRTH CONTROL METHODS, CLINICAL BREAST EXAMS, SCREENING FOR CERVICAL CANCER, TESTING AND TREATMENT FOR SEXUALLY TRANSMITTED DISEASES, ABORTION CARE, HIV TESTING, REFERRALS TO OTHER MEDICAL FACILITIES FOR TREATMENTS WHICH ARE NOT AVAILABLE AT OUR CLINICS. 114027 274 ADVOCACY: ADVOCACY EFFORTS FOCUSED ON INCREASING ACCESS FOR FAMILY PLANNING, TEEN PREGNANCY PREVENTION, SEXUALLY TRANSMITTED DISEASE PREVENTION, AND THE PROVISION OF COMPREHENSIVE, MEDICALLY ACCURATE SEX EDUCATION. 109092 87372 EDUCATION SERVICES: COMMUNITY EDUCATION RELATED TO FAMILY PLANNING SEXUAL HEALTH PROVIDED IN A COMPREHENSIVE, MEDICALLY ACCURATE, AND AGE APPROPRIATE FASHION. 2720472 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 35 0 79 1 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X GARY LEWIS 2107362244 104 BABCOCK ROAD SAN ANTONIO TX 78201 MINDI ALTERMAN 0.50 X 0 0 0 MARLON ANDERSON 0.50 X X 0 0 0 KATHY ARMSTRONG 0.50 X 0 0 0 ELISE BOYAN 0.50 X 0 0 0 COLLEEN CASEY 0.50 X 0 0 0 ELIZABETH GARZA PHD 0.50 X 0 0 0 ELENA GUAJARDO 0.50 X 0 0 0 LUPITA GUTIERREZ 0.50 X 0 0 0 MARTHA M HIXON 0.50 X 0 0 0 PAT JASSO 0.50 X 0 0 0 PAT KALMANS 0.50 X 0 0 0 ALAN KRAMER 0.50 X X 0 0 0 REV JON D LOWRY 0.80 X X 0 0 0 KATE MCLACHLAN 0.50 X 0 0 0 JANET MCNUTT 0.50 X 0 0 0 PAYNE LISA 0.50 X 0 0 0 YVONNE PELAYO 0.50 X 0 0 0 CLAUS ROHLFS JR 0.50 X 0 0 0 JEFFREY HONS 40.00 X 123269 0 15066 123269 0 15066 1 0 0 0 0 1555 221550 523637 2081 746742 CONTRACT SERVICES 621400 3305805 3305805 MEDICAID FEES 624100 106771 106771 PATIENT FEES 624100 21703 21703 3434279 23399 23399 58752 0 58752 58752 58752 113192 140961 93163 141685 20029 -724 19305 19305 156299 221550 98063 58236 58236 4340713 3493031 0 100940 138335 116201 22134 2357157 1822147 344974 190036 107727 107727 365798 253303 75768 36727 18755 18755 33091 33091 3744 3744 10129 839 9290 33448 33448 193451 89672 70767 33012 100723 100723 48218 29846 15400 2972 70090 47308 18762 4020 11223 11223 72433 35059 33337 4037 6252 6252 MEDICAL EXPENSES 108170 108170 DUES 63808 5164 58644 FUNDRAISING EXPENSE 34127 34127 AGENCY MEMBERSHIP/SPONS 31847 31847 16340 15245 1095 3824866 2720472 776234 328160 195022 180310 122281 235142 1520463 112825 465044 310525 72431 63096 71432 37350 1294658 1073435 280329 221223 842578 732223 0 1200457 3569580 3093151 1595485 297585 0 355000 1595485 652585 X 1368990 2071605 242132 141487 362973 227474 1974095 2440566 3569580 3093151 X 515847 -49376 X X 0 1 1 X 0 X 864276 667461 871578 922115 746742 4072172 1963027 2372356 2740568 3403061 3434279 13913291 2827303 3039817 3612146 4325176 4181021 17985463 0 0 0 17985463 41570 34415 88365 58758 82151 305259 41570 34415 88365 58758 82151 305259 43698 43698 56756 2502 59258 2925629 3076734 3700511 4427632 4263172 18393678 0.97780 0.97930 0.01660 0.01470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 326191 347092 342562 0 1015845 1523768 39366 30857 30148 31313 131684 81548 86773 85641 69430 323392 485088 37031 28633 27975 14974 108613 791680 1600 -27906 33151 732223 725370 0 102852 33500 794722 613461 1400 150509 40000 725370 923203 7550 -277292 40000 613461 0.46000 0.00000 0.54000 0 0 80000 80000 801725 751302 50423 412933 322133 90800 221223 DUE FROM RELATED PARTIES 1200457 1200457 LINE OF CREDIT 355000 355000 4340713 3824866 515847 -67846 -1762 20232 -49376 466471 4370930 -67846 98063 30217 4340713 0 4340713 3922929 98063 98063 3824866 0 3824866 PART XI, LINE 8 - OTHER ADJUSTMENTS: TRANSFER OF ASSETS TO RELATED PARTY 20,232. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 98,063. PART XIII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 98,063. ANNUAL LUNCH 377849 221550 156299 47821 50242 377849 221550 156299 47821 50242 98063 58236 CHANGES IN PROGRAM SERVICES FORM 990, PART III, LINE 3 DUE TO FUNDING LOSSES THE ORGANIZATION DISCONTINUED THE HABLA CON TU HERMANA EDUCATION OUTREACH PROGRAM. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS DETAIL REVIEWED AND APPROVED BY ACCOUNTING STAFF. THEN IT IS SENT VIA EMAIL TO ALL MEMBERS OF THE BOARD OF THE ORGANIZATION PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY BY REQUIRING EACH BOARD MEMBER TO REPORT CONFLICTS ANNUALY. REPORTED CONFLICTS SHALL BE REVIEWED BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE WILL REPORT THEIR FINDINGS AND RECOMMENDATIONS TO THE FULL BOARD. MEMBERS SHALL ABSTAIN FROM VOTING ON ANY ITEM WITH WHICH THERE IS A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A THE REVIEW AND APPROVAL OF COMPENSATION FOR THE PRESIDENT/CEO IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS WITH INPUT FROM THE FULL BOARD. THE GROUP UTILIZES SALARY INFORMATION FROM THE PLANNED PARENTHOOD FEDERATION OF AMERICA SALARY SURVEY IN CONJUNCTION WITH LOCAL SURVEYS TO DETERMINE THE LEVEL OF COMPENSATION. ALL DELIBERATION AND DECISIONS ARE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMNETS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. THE FORM 990 IS AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -67,846. PRIOR PERIOD ADJUSTMENTS: -1,762. TRANSFER OF ASSETS TO RELATED PARTY 20,232. TOTAL TO FORM 990, PART XI, LINE 5: -49,376. FORM 990, PART XII, LINE 2C EXPLANATION: THE FINANCIAL OVERSIGHT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. PLANNED PARENTHOOD ASSOCIATION OF CAMERON AND WILLACY COUNTIES 104 BABCOCK RD SAN ANTONIO TX 78201 741592603 REPRODUCTIVE HEALTHCARE TX 501(C)(3) LINE 9 NO 0 FAMILY PLANNING ASSOCIATES OF SAN ANTONIO 104 BABCOCK RD SAN ANTONIO TX 78201 202851515 REPRODUCTIVE HEALTHCARE TX 501(C)(3) LINE 9 NO 0 PLANNED PARENTHOOD SEXUAL HEALTHCARE SERVICES 104 BABCOCK RD SAN ANTONIO TX 78201 202851697 REPRODUCTIVE HEALTHCARE TX 501(C)(3) LINE 9 NO 0 GOVERNMENT AFFAIRS COUNCIL AT PLANNED PARENTHOOD OF SA AND S CENTRAL TX 104 BABCOCK RD SAN ANTONIO TX 78201 743015577 EDUCATIONAL SERVICES TX 501(C)(4) NO 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 1 0 0 PLANNED PARENTHOOD ASSOCIATION OF CAMERON AND WILLACY COUNTIES P 797304 FMV PLANNED PARENTHOOD ASSOCIATION OF CAMERON AND WILLACY COUNTIES D 575238 FMV FAMILY PLANNING ASSOCIATES OF SAN ANTONIO P 1518156 FMV FAMILY PLANNING ASSOCIATES OF SAN ANTONIO D 388865 FMV PLANNED PARENTHOOD SEXUAL HEALTHCARE SERVICES P 949769 FMV PLANNED PARENTHOOD SEXUAL HEALTHCARE SERVICES I 58752 FMV PLANNED PARENTHOOD SEXUAL HEALTHCARE SERVICES D 491663 FMV