2012-05-11T12:01:35-05:00 2011-06-30 HOFFMAN STEWART & SCHMIDT PC 4900 MEADOWS ROAD STE 200 LAKE OSWEGO OR 970353295 990 2010-07-01 936031270 PLANNED PARENTHOOD OF THE COLUMBIAWILLAMETTE PLAN 5037754931 3727 NE ML KING JR BLVD PORTLAND OR 972121112 DAVID GREENBERG 5037754931 2012-05-10 1 ROBERT M PRILL 5032205900 2010 2016-02-24 21:20:13Z X PLANNED PARENTHOOD COLUMBIA WILLAMET DAVID GREENBERG 3727 NE ML KING JR BLVD PORTLAND OR 972121112 22306903 0 X WWW.PPCW.ORG X 1963 OR THE ORGANIZATION PROVIDES, PROMOTES,AND PROTECTS ACCESS TO REPRODUCTIVE AND SEXUAL HEALTH CARE. 20 20 265 415 0 0 2259669 3359485 16218878 16591637 500950 337763 18893 51279 18998390 20340164 7200 6300 0 0 9256706 9407152 52540 0 576843 9438425 9572480 18754871 18985932 243519 1354232 34770436 36487477 17125989 16777861 17644447 19709616 THE MISSION OF PLANNED PARENTHOOD COLUMBIA WILLAMETTE (PPCW) IS TO PROVIDE, PROMOTE AND PROTECT ACCESS TO QUALITY REPRODUCTIVE AND SEXUAL HEALTH CARE IN OREGON AND SW WASHINGTON. 0 0 15240941 6300 16464527 PATIENT SERVICES - ANNUALLY, MORE THAN 60,000 WOMEN, MEN AND TEENS VISIT ONE OF PPCWS 11 HEALTH CENTERS IN OREGON AND SOUTHWEST WASHINGTON FOR COMPASSIONATE REPRODUCTIVE HEALTH CARE. PATIENTS RECEIVE AFFORDABLE CONTRACEPTIVES, EMERGENCY CONTRACEPTION, ANNUAL GYNECOLOGICAL CHECK-UPS, BREAST EXAMS, CERVICAL CANCER DETECTION AND TREATMENT, STD TESTING AND TREATMENT, VASECTOMY, FEMALE STERILIZATION (ADIANA) AND PREGNANCY TESTING AND OPTIONS COUNSELING AND PREVENTATIVE HEALTH COUNSELING. LESS THAN FIVE PERCENT OF PPCWS SERVICES ARE FOR EARLY-ABORTION CARE. 298025 244156 THROUGH A CONTRACT WITH ANOTHER PLANNED PARENTHOOD AFFILIATE, PPCW PROVIDES WYMAN'S TEEN OUTREACH PROGRAM (TOP) WHICH IS A COMPREHENSIVE YOUTH DEVELOPMENT STRATEGY THAT PROMOTES THE POSITIVE DEVELOPMENT OF ADOLESCENTS THROUGH A COMBINATION OF CURRICULUM-GUIDED GROUP DISCUSSION AND COMMUNITY SERVICE LEARNING. THE PROGRAM PROVIDES TEENS WITH THE NECESSARY SUPPORT AND OPPORTUNITIES TO PREPARE FOR A SUCCESSFUL ADULTHOOD AND AVOID PROBLEM BEHAVIOR. PPCW ALSO PROVIDES PEER EDUCATION PROGRAMS IN PORTLAND AND WOODBURN. IN THESE PROGRAMS, SMALL GROUPS OF HIGHLY TRAINED AND MOTIVATED TEENS REACH OUT TO THEIR PEERS IN INFORMAL SETTINGS SPREADING KNOWLEDGE AND SKILLS TO HELP TEENS DEVELOP HEALTHY SEXUAL ATTITUDES AND BEHAVIORS. 242312 PUBLIC AFFAIRS - THE PUBLIC AFFAIRS PROGRAM PROVIDES INFORMATION, SUPPORT, AND TRAINING THAT HELPS PPCW SUPPORTERS INFLUENCE PUBLIC POLICY AND THE LEGISLATIVE PROCESS. PPCW WORKS WITH LOCAL, STATE AND NATIONAL OFFICALS AND THROUGH PUBLIC INFORMATION AND GRASSROOTS ORGANIZING TO MAKE SURE THAT REPRODUCTIVE HEALTH CARE IS RECOGNIZED AS A BASIC AND FUNDAMENTAL HEALTH-CARE SERVICE, TO IMPROVE ACCESS TO FAMILY PLANNING SERVICES, TO IMPROVE THE AVAILABILITY AND ACCURACY OF SEXUALITY EDUCATION IN PUBLIC SCHOOLS, TO KEEP ABORTION SAFE AND LEGAL, AND TO REDUCE TEEN PREGNANCY RATES IN OREGON AND SW WASHINGTON. 15781278 1 1 0 1 0 0 0 0 1 1 0 1 0 1 0 0 1 0 0 0 1 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 1 38 0 265 1 0 0 0 0 0 1 1 0 0 0 1 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA OR X X LENICE SHAW 5037754931 3727 NE M L KING JR BLVD PORTLAND OR 972121112 SASKIA DEBOER 2.60 X X 0 0 0 CHRISTINE VERNIER 3.00 X X 0 0 0 CARA JACOBSEN 2.70 X X 0 0 0 NICHOLE MAHER 0.80 X X 0 0 0 DAVID ANGELI 1.40 X 0 0 0 SUSAN COOPER 1.70 X 0 0 0 MATTHEW DE GALAN 1.30 X 0 0 0 DONALDA DODSON 1.70 X 0 0 0 BARBARA FISHER 2.30 X 0 0 0 WILLIAM HADEN 0.80 X 0 0 0 JULIA HARPER 1.80 X 0 0 0 MARDICA HICKS 0.10 X 0 0 0 LESLIE HOWELL 1.40 X 0 0 0 KATHERINE MCDOWELL 1.20 X 0 0 0 HARRISON PRIDE 0.70 X 0 0 0 ALIDA ROL MD 2.60 X 0 0 0 SAGA SHOFFNER 1.30 X 0 0 0 KATE BARKER SWINDELL 1.90 X 0 0 0 ABBY TIBBS 1.70 X 0 0 0 ANN WITSIL 1.80 X 0 0 0 DAVID GREENBERG 40.00 X 195806 0 19833 STEPHEN REICHARD 40.00 X 107411 0 1403 LENICE SHAW 40.00 X 97754 0 4021 400971 0 25257 2 0 1 0 B&G BUILDERS INC 4244 NE ALBERTA STREET PORTLAND OR 97218 CONSTRUCTION SERVICES 162681 LEOPOLD KETEL & PARTNERS 112 SW 1ST AVE PORTLAND OR 97204 MARKETING 158277 OHSU 3181 SW SAM JACKSON PARK ROAD PORTLAND OR 97239 MEDICAL SUPPORT SERVICES 119600 VOXENT 500 S HOPE STREET SUITE 1700 LOS ANGELES CA 90071 MANAGED SERVICES ORGANIZATION 100037 4 254143 3105342 92002 3359485 PATIENT SERVICES 621300 16347481 16347481 EDUCATION AND TRAINING 900099 244156 244156 16591637 154404 154404 2060415 1877056 183359 183359 183359 23916 254143 89683 -65767 -65767 MISCELLANEOUS 900099 117046 117046 117046 20340164 16708683 0 271996 6300 6300 420443 133179 213777 73487 7427792 6291657 975713 160422 40661 36371 4048 242 822690 690574 110900 21216 695566 580370 96040 19156 433741 287315 135636 10790 66346 65746 600 457472 386113 50195 21164 560367 546598 6373 7396 92054 61565 19475 11014 27280 20473 4151 2656 403037 403037 477101 222556 254545 1071914 834918 203307 33689 220221 204903 13263 2055 MED. & ED. SUPPLIES 4427750 4427750 LABS AND PHYSICIANS 700671 700671 SMALL EQUIPMENT 299501 230399 55715 13387 BAD DEBT 139926 139926 MISCELLANEOUS 108604 73326 2992 32286 86495 46240 12898 27357 18985932 15781278 2627811 576843 X 13943 6971 0 6972 1285702 1716577 1360302 1472316 1151372 1371837 100000 100000 352118 243500 587435 588057 23318373 4931521 19198055 18386852 3510845 4695590 6173771 6936446 180000 150000 870836 826302 34770436 36487477 1438891 1387907 7275000 7275000 8412098 8114954 17125989 16777861 X 15823528 17069285 1627359 2336287 193560 304044 17644447 19709616 34770436 36487477 X 1354232 710937 X 0 1 1 X 1 1 X 3474655 4177623 2798487 2449971 3359485 16260221 3474655 4177623 2798487 2449971 3359485 16260221 1400374 14859847 434668 320849 209665 117549 154404 1237135 11639 18188 39769 83161 117046 269803 17767159 74284564 0.83640 0.90180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34686 25049 59735 18926197 18985932 1000000 250000 0 0 956355 1000000 1000000 1000000 3956355 5934533 77857 59735 137592 239089 250000 250000 250000 989089 1483634 34686 34686 4439731 112484 862943 345808 5069350 4439469 113838 332089 445665 4439731 10189273 23829 -2533582 3240051 4439469 0.92800 0.06000 0.01200 0 0 2427889 2427889 16226321 1675121 14551200 750423 567015 183408 3913740 2689385 1224355 18386852 INVESTMENT IN BEECH STREET PARTNERS, LLC 1628666 C INVESTMENT IN RSC LENDER LLC 5307780 C 6936446 LIABILITY UNDER CRUT 6440 CAPITAL LEASE OBLIGATION 8108514 8114954 20340164 18985932 1354232 646496 64441 710937 2065169 21087521 646496 36420 64441 747357 20340164 0 20340164 19022352 36420 36420 18985932 0 18985932 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE PURPOSE OF THE BOARD DESIGNATED ENDOWMENT (THE "ENDOWMENT") IS TO ADVANCE THE MISSION OF PPCW AND TO PROTECT THE LONG-TERM VIABILITY OF THE ORGANIZATION. EARNINGS ON THE ENDOWMENT MAY BE USED TO FUND OPERATIONS. FROM TIME TO TIME, AND WITH CAREFUL CONSIDERATION, THE BOARD MAY USE THE CORPUS OF THE ENDOWMENT FOR MISSION-RELATED INVESTMENTS. OTHER ENDOWMENT FUNDS GENERATE EARNINGS TO SUPPORT EDUCATION PROGRAMS. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 120,285. CHANGE IN RSC LENDER LLC NET ASSETS 52,765. EQUITY IN LOSS FROM BEECH STREET PARTNERS, LLC -108,609. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 120,285. CHANGE IN RSC LENDER LLC NET ASSETS 52,765. EQUITY IN LOSS FROM BEECH STREET PARTNERS, LLC -108,609. 0 0 0 0 0 0 0 0 0 0 X NORTH AMERICA CAPITAL BUILDING FUND 6300 WIRE TRANSFER FAIR MARKET VALUE 1 0 0 0 0 0 PPCW ANNUAL LUNCHEON 165683 165683 8350 28050 3827 5562 EVENING GALA 94128 75567 18561 6816 10125 3550 10277 5 18248 12893 5355 6276 946 241 5663 278059 254143 23916 6276 15166 39121 7618 21502 89683 -65767 X X X X 0 0 0 0 0 0 0 0 0 DAVID GREENBERG 194618 0 0 0 1188 0 5856 0 13977 0 215639 0 0 0 X 6 31050 FAIR MARKET VALUE X 8 5693 FAIR MARKET VALUE X 5 40685 AVERGE DAILY FMV X GIFT CERTIFICATES 28 1993 FAIR MARKET VALUE X OTHER MISCELLANEOUS 34 12581 FAIR MARKET VALUE 0 1 1 THIRD PARTY USE: PART I, LINE 32B: IN THE COURSE OF ITS CAPITAL CAMPAIGN, THE ORGANIZATION USED THE SERVICES OF A THIRD PARTY TO CONDUCT FUND-RAISING ACTIVITIES VIA TELEPHONE SOLICITATION. DURING THE YEAR ENDED JUNE 30, 2011, THIS PARTY'S ROLE WAS LIMITED TO FOLLOW-UP ON PLEDGES FOR THE CAPITAL CAMPAIGN. FORM 990, PART VI, SECTION B, LINE 11 EACH YEAR, PRIOR TO FILING THE FORM 990 WITH THE INTERNAL REVENUE SERVICE, MANAGEMENT PROVIDES A COPY OF THE 990 TO ALL BOARD MEMBERS, REVIEWS THE DOCUMENT WITH THE BOARD AT A FULL MEETING OF THE BOARD, AND PROVIDES THE BOARD AN OPPORTUNITY TO ASK QUESTIONS OF MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER ANNUALLY REVIEWS AND CONFIRMS THEIR UNDERSTANDING OF THE PPCW CONFLICT OF INTEREST POLICY. IN ADDITION, AT LEAST ONCE EACH YEAR, BOARD MEMBERS AND EMPLOYEE-OFFICERS OF THE ORGANIZATION COMPLETE A QUESTIONNAIRE, INTENDED TO IDENTIFY POTENTIAL CONFLICTS OF INTERESTS, SO THAT THE ORGANIZATION CAN EFFECTIVELY MONITOR COMPLIANCE WITH THE POLICY. ALL STAFF MEMBERS ARE INFORMED OF PPCW'S CONFLICT OF INTEREST POLICY WHEN THEY ARE HIRED AND ARE EXPECTED TO ADHERE TO THAT POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWS TOTAL COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER IN COMPARISON TO CEOS OF OTHER COMPARABLE PORTLAND, OREGON-BASED NOT-FOR-PROFIT ORGANIZATIONS AND TO OTHER PLANNED PARENTHOOD AFFILIATES NATION-WIDE. MINUTES OF THE BOARDS DELIBERATIONS ARE TAKEN AND SUPPORTING DOCUMENTATION USED IN THE BOARDS ANALYSIS AND REVIEW IS RETAINED BY THE BOARD SECRETARY. COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY THE CEO THROUGH CONSULTATION WITH THE VICE PRESIDENT OF HUMAN RESOURCES AND REVIEW OF COMPARABLE DATA. FORM 990, PART VI, SECTION C, LINE 19 A COMPLETE COPY OF THE ORGANIZATION'S FORM 990 AND OTHER GOVERNING DOCUMENTS CAN BE OBTAINED FROM THE ORGANIZATION UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 646,496. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 120,285. CHANGE IN RSC LENDER LLC NET ASSETS 52,765. EQUITY IN LOSS FROM BEECH STREET PARTNERS, LLC -108,609. TOTAL TO FORM 990, PART XI, LINE 5: 710,937. RSC HOLDING LLC 3727 NE MARTIN LUTHER KING BLVD PORTLAND OR 97212 264828894 TO DEVELOP AND OPERATE OFFICE BUILDING AND MEDICAL FACILITY AT 3727 NE MLK. OR 400 16143807 N/A PLANNED PARENTHOOD ADVOCATES OF OREGON PO BOX 21267 PORTLAND OR 97212 931040482 LOBBY AND ELECTORAL OR 501(C)(4) N/A 0 PLANNED PARENTHOOD VOTES NORTHWEST PO BOX 21372 SEATTLE WA 98122 943168114 LOBBY WA 501(C)(4) N/A 0 POLICY NETWORK OF WASHINGTON (PPPPNW) 2001 E MADISON STREET SEATTLE WA 98122 201987331 LOBBY WA 501(C)(3) 9 N/A 0 RSC LENDER LLC 3727 NE MARTIN LUTHER KING JR BLVD PORTLAND OR 97212 264828939 ACT AS A LEVERAGE LENDER WITH RESPECT TO NEW MARKETS TAX CREDIT TRANSACTION OR N/A RELATED 52752 5276947 0 1 0.99990 BEECH STREET PARTNERS LLC PO BOX 820135 PORTLAND OR 97212 203837663 OWNS THE PROPERTY THAT IS LEASED TO RSC HOLDING, LLC OR N/A RELATED 18782 5833385 0 0 0.49000 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 1 1 0 PLANNED PARENTHOOD ADVOCATES OF OREGON Q 208744 FAIR VALUE BEECH STREET PARTNERS LLC Q 357730 FAIR VALUE BEECH STREET PARTNERS LLC J 297106 FAIR VALUE PLANNED PARENTHOOD ADVOCATES OF OREGON P 360398 FAIR VALUE BEECH STREET PARTNERS LLC B 1047685 FAIR VALUE