PLANNED PARENTHOOD MAR MONTE INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- PLANNED PARENTHOOD MAR MONTE INC (EIN 94-1583439)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-16
- IRS object ID
- 201111369349307061
- Schema version
- 2009v1.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T17:43:13-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harrington Group CPAs LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2670 Mission Street Suite 200 | AddressLine1 |
| City | San Marino | City |
| State | CA | State |
| ZIP Code | 91108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941583439 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Planned Parenthood Mar Monte Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PLAN | NameControl |
| Phone | 4087953707 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1746 The Alameda | AddressLine1 |
| City | San Jose | City |
| State | CA | State |
| ZIP Code | 95126 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | John Giambruno | Name |
| Title | CFO | Title |
| Phone | 4087953707 | Phone |
| Date Signed | 2011-05-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6264036801 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Linda T Williams | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1746 The Alameda | AddressLine1 |
| City | San Jose | City |
| State | CA | State |
| ZIP Code | 95126 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 96988339 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.ppmarmonte.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1963 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | The mission of Planned Parenthood Mar Monte, Inc. is to ensure that every individual has the knowledge, opportunity, and freedom to make every child a wanted child, and every family a healthy family. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1071 | TotalNbrEmployees |
| Total Nbr Volunteers | 1182 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 9668422 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 12142894 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 73520222 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 81304017 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -153654 | InvestmentIncomePriorYear |
| Investment Income Current Year | 499661 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1076663 | OtherRevenuePriorYear |
| Other Revenue Current Year | 879664 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 84111653 | TotalRevenuePriorYear |
| Total Revenue Current Year | 94826236 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 277500 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 499500 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 47077754 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 50241939 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1135563 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 32434400 | OtherExpensePriorYear |
| Other Expenses Current Year | 34697388 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 79789654 | TotalExpensesPriorYear |
| Total Expenses Current Year | 85438827 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4321999 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 9387409 | RevenuesLessExpensesCY |
| Total Assets BOY | 82638893 | TotalAssetsBOY |
| Total Assets EOY | 91337854 | TotalAssetsEOY |
| Total Liabilities BOY | 13042348 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 11940230 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 69596545 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 79397624 | NetAssetsOrFundBalancesEOY |
| Mission Description | The mission of Planned Parenthood Mar Monte, Inc. is to ensure that every individual has the knowledge, opportunity, and freedom to make every child a wanted child, and every family a healthy family. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 69934068 | Expense |
| Revenue | 81304017 | Revenue |
| Description | Patient Services - 33 health centers and additional satellite service sites; annual gynecological exams; cancer screening & treatment; birth control and reproductive health care; pregnancy testing & counseling; HIV testing & counseling; menopausal services; general adult and pediatric health care; prenatal care; emergency contraception; male sterilization; medical & surgical abortions. During the year there were 552,595 visits. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5260603 | Expense |
| Description | Education Services - Age/Developmentally appropriate and medically accurate sex education services including preteen curriculum; middle school aged curriculum; male involvement programs; teen peer-to-peer education programs, parent/child communication education; teen success groups for teen mothers, and community outreach and referral. During the year there were 68,684 contacts & 43,833 calls. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2886283 | Expense |
| Description | Public Affairs - Monitor legislative & judicial activities regarding reproductive choice; educate & lobby legislators about the importance of affordable, accessible health care at local, state & national levels; inform, educate & mobilize the community about issues affecting access to reproductive health care & education. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 78080954 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 173 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1071 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 1 | Form1098CFiled |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rayroz Dodson-Crawford | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4087953707 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1746 The Alameda | AddressLine1 |
| City | San Jose | City |
| State | CA | State |
| ZIP Code | 95126 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Cole Wilbur | |||||||
| Chair | 0.80 | X | X | 0 | 0 | 0 | |
| Joan Gallo | |||||||
| Chair-Elect | 0.80 | X | X | 0 | 0 | 0 | |
| Cathryn Rivera-Hernandez | |||||||
| Vice Chair | 0.50 | X | X | 0 | 0 | 0 | |
| Penny Herscher | |||||||
| Treasurer | 0.40 | X | X | 0 | 0 | 0 | |
| Cindy Chavez | |||||||
| Secretary | 0.40 | X | X | 0 | 0 | 0 | |
| Claudie Kiti Bustamante | |||||||
| Board Member | 0.40 | X | 0 | 0 | 0 | ||
| Sharon Chatman | |||||||
| Board Member | 0.40 | X | 0 | 0 | 0 | ||
| Christine Fey | |||||||
| Board Member | 0.40 | X | 0 | 0 | 0 | ||
| Esperanza Garcia Walters | |||||||
| Board Member | 0.40 | X | 0 | 0 | 0 | ||
| Karen Grove | |||||||
| Board Member | 0.40 | X | 0 | 0 | 0 | ||
| Katy Orr | |||||||
| Board Member | 0.40 | X | 0 | 0 | 0 | ||
| Bruce Pomer | |||||||
| Board Member | 0.40 | X | 0 | 0 | 0 | ||
| Sarah Reyes | |||||||
| Board Member | 0.40 | X | 0 | 0 | 0 | ||
| Rita Saenz | |||||||
| Board Member | 0.40 | X | 0 | 0 | 0 | ||
| Genevieve Shiroma | |||||||
| Board Member | 0.40 | X | 0 | 0 | 0 | ||
| Christina Uribe | |||||||
| Board Member | 0.40 | X | 0 | 0 | 0 | ||
| Linda T Williams | |||||||
| CEO | 40.00 | X | X | 322902 | 0 | 27021 | |
| John R Giambruno | |||||||
| CFO/VP Finance & Admin. | 40.00 | X | 198282 | 0 | 19335 | ||
| Dorothy L Furgerson | |||||||
| Medical Director | 40.00 | 228421 | 0 | 13483 | X | ||
| Abraham C Cabebe | |||||||
| Physician | 40.00 | 188818 | 0 | 11191 | X | ||
| Rayroz Dodson-Crawford | |||||||
| Controller | 40.00 | 168540 | 0 | 15966 | X | ||
| Karen Webster | |||||||
| Physician | 34.00 | 167485 | 0 | 9847 | X | ||
| Richard Fischer | |||||||
| Assoc. Medical Dir. | 20.00 | 163156 | 0 | 8751 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1437604 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 105594 | TotalOtherCompensation |
| Number Individuals GT100 K | 29 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Jesse Joplin | |||||
| 1691 The Alameda | San Jose | CA | 95126 | Medical Services | 260856 |
| Ronald Berman | |||||
| 1691 The Alameda | San Jose | CA | 95126 | Medical Services | 149545 |
| Advanced Integration Solutions | |||||
| 1691 The Alameda | San Jose | CA | 95126 | Consultant | 118021 |
| Darris Gooding | |||||
| 1691 The Alameda | San Jose | CA | 95126 | Janitorial Services | 104481 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Government Grants | 4534852 | GovernmentGrants |
| All Other Contributions | 7608042 | AllOtherContributions |
| Total Contributions | 12142894 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| State Only Family Plan | 900099 | 54829158 | 54829158 |
| Medical Managed Care | 900099 | 11408492 | 11408492 |
| Medi-Cal/Medicaid | 900099 | 8821026 | 8821026 |
| Private Fees and Contr | 900099 | 6245341 | 6245341 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 81304017 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 312562 | TotalRevenueColumn |
| Exclusion | $312,562 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2500 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2500 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2500 | TotalRevenueColumn |
| Exclusion | $2,500 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2349202 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2162103 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 187099 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 187099 | TotalRevenueColumn |
| Exclusion | $187,099 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous income | Description |
| Business Code | 621110 | BusinessCode |
| Total Revenue Column | 877164 | TotalRevenueColumn |
| Exclusion | $877,164 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 877164 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 94826236 | TotalRevenueColumn |
| Related Or Exempt Function Income | 81304017 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,379,325 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 469000 | Total |
| Program Services | 469000 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30500 | Total |
| Program Services | 30500 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 571568 | Total |
| Management And General | 571568 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36920177 | Total |
| Program Services | 33240640 | ProgramServices |
| Management And General | 3001204 | ManagementAndGeneral |
| Fundraising | 678333 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8372007 | Total |
| Program Services | 7483349 | ProgramServices |
| Management And General | 735930 | ManagementAndGeneral |
| Fundraising | 152728 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4378187 | Total |
| Program Services | 3886320 | ProgramServices |
| Management And General | 411659 | ManagementAndGeneral |
| Fundraising | 80208 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 230252 | Total |
| Program Services | 229271 | ProgramServices |
| Management And General | 981 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3010246 | Total |
| Program Services | 2772671 | ProgramServices |
| Management And General | 198909 | ManagementAndGeneral |
| Fundraising | 38666 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3961887 | Total |
| Program Services | 3669651 | ProgramServices |
| Management And General | 235588 | ManagementAndGeneral |
| Fundraising | 56648 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 332033 | Total |
| Program Services | 299098 | ProgramServices |
| Management And General | 31228 | ManagementAndGeneral |
| Fundraising | 1707 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 253230 | Total |
| Program Services | 205315 | ProgramServices |
| Management And General | 44878 | ManagementAndGeneral |
| Fundraising | 3037 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21442 | Total |
| Program Services | 16380 | ProgramServices |
| Management And General | 5062 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1651652 | Total |
| Program Services | 1570338 | ProgramServices |
| Management And General | 68764 | ManagementAndGeneral |
| Fundraising | 12550 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2752096 | Total |
| Program Services | 2433136 | ProgramServices |
| Management And General | 291791 | ManagementAndGeneral |
| Fundraising | 27169 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 699539 | Total |
| Program Services | 699539 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Program Supplies | 15811061 | 15811061 | 0 | 0 |
| Contract Services | 2554501 | 2066944 | 477839 | 9718 |
| Bad Debts | 1750464 | 1683200 | 67264 | 0 |
| Miscellaneous Expense | 908109 | 806909 | 46758 | 54442 |
| Printing/Copying | 514645 | 484251 | 10171 | 20223 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 246231 | Total |
| Program Services | 223381 | ProgramServices |
| Management And General | 22716 | ManagementAndGeneral |
| Fundraising | 134 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85438827 | Total |
| Program Services | 78080954 | ProgramServices |
| Management And General | 6222310 | ManagementAndGeneral |
| Fundraising | 1135563 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2695815 | BOY |
| EOY | 542198 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18838369 | BOY |
| EOY | 30944889 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14561819 | BOY |
| EOY | 12909353 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3020100 | BOY |
| EOY | 2587752 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 956771 | BOY |
| EOY | 984219 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 51019573 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 18118743 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32854006 | BOY |
| EOY | 32900830 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9515417 | BOY |
| EOY | 10278624 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 196596 | BOY |
| EOY | 189989 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82638893 | BOY |
| EOY | 91337854 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10441786 | BOY |
| EOY | 8440230 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2600562 | BOY |
| EOY | 3500000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13042348 | BOY |
| EOY | 11940230 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65225321 | BOY |
| EOY | 74488779 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2111729 | BOY |
| EOY | 2649350 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2259495 | BOY |
| EOY | 2259495 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69596545 | BOY |
| EOY | 79397624 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82638893 | BOY |
| EOY | 91337854 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8492727 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8763682 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11287233 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9668422 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12142894 | CurrentTaxYear |
| Total | 50354958 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8492727 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8763682 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11287233 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9668422 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12142894 | CurrentTaxYear |
| Total | 50354958 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2952785 | AmountsSubstContributorsTotal |
| Public Support Total170 | 47402173 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1129036 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1546413 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1080367 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | -153654 | CurrentTaxYearMinus1Year |
| Current Tax Year | 502161 | CurrentTaxYear |
| Total | 4104323 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 851484 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 806130 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 947344 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1076663 | CurrentTaxYearMinus1Year |
| Current Tax Year | 877164 | CurrentTaxYear |
| Total | 4558785 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 59018066 | TotalSupport |
| Gross Receipts From Admissions Etc | 325299572 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.80320 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.83280 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 15133 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 876935 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 892068 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 84546759 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 85438827 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 998750 | CurrentYearMinus3 |
| Current Year Minus2 | 911221 | CurrentYearMinus2 |
| Current Year Minus1 | 805045 | CurrentYearMinus1 |
| Current Year | 892068 | CurrentYear |
| Total | 3607084 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 67512 | CurrentYearMinus3 |
| Current Year Minus2 | 40867 | CurrentYearMinus2 |
| Current Year Minus1 | 17317 | CurrentYearMinus1 |
| Current Year | 15133 | CurrentYear |
| Total | 140829 | Total |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8982598 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1049389 | InvestmentEarningsOrLosses |
| End Of Year Balance | 10031987 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9864765 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -704031 | InvestmentEarningsOrLosses |
| Administrative Expenses | 178136 | AdministrativeExpenses |
| End Of Year Balance | 8982598 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.74850 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.25150 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5561796 | OtherCostOrOtherBasis |
| Book Value | 5561796 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 16837523 | OtherCostOrOtherBasis |
| Depreciation | 4731936 | Depreciation |
| Book Value | 12105587 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15503025 | OtherCostOrOtherBasis |
| Depreciation | 6281209 | Depreciation |
| Book Value | 9221816 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11471806 | OtherCostOrOtherBasis |
| Depreciation | 7054755 | Depreciation |
| Book Value | 4417051 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1645423 | OtherCostOrOtherBasis |
| Depreciation | 50843 | Depreciation |
| Book Value | 1594580 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 32900830 | TotalOfBookValueLandBuildings |
| Total Revenue | 94826236 | TotalRevenue |
| Total Expenses | 85438827 | TotalExpenses |
| Excess Or Deficit For Year | 9387409 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 413672 | NetUnrealizedGLOnInvestments |
| Other | -$2 | OtherAmount |
| Total Adjustments | 413670 | TotalAdjustments |
| Excess Or Deficit Per FS | 9801079 | ExcessOrDeficitPerFS |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | PPMM has adopted investment and spending policies, approved by the Board of Directors, for endowment assets that attempt to provide a predictable stream of funding to programs supported by its endowment funds while also maintaining the purchasing power of those endowments assets over the long-term. Accordingly, the investment process seeks to achieve an after-cost total real rate of return, including investment income as well as capital appreciation, which exceeds the annual distribution with acceptable levels of risk. Endowment assets are invested in a well diversified asset mix, which includes equity and debt securities, that is intended to result in a consistent inflation-protected rate of return that has sufficient liquidity to make a reasonable annual distribution, while growing the funds if possible. |
| Part XI, Line 8 - Other Adjustments: | Rounding off difference: -2. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Plnnd Prnthd of the Great Northwest | |||||||
| 2001 E Madison | Seattle | WA | 98122 | 910686012 | 501(c)(3) | 30000 | Service Expansion Project |
| Plnnd Prnthd of San Diego | |||||||
| 1075 Camino Del Rio South | San Diego | CA | 92108 | 956111185 | 501(c)(3) | 30000 | Service Expansion Project |
| Plnnd Prnthd Shasta Diablo | |||||||
| 2185 Pacheco Street | Concord | CA | 94520 | 941575233 | 501(c)(3) | 30000 | Service Expansion Project |
| Plnnd Prnthd of East Central Iowa | |||||||
| 210 2nd Street Suite 300 | Cedar Rapids | IA | 52401 | 421132892 | 501(c)(3) | 26250 | Teen Success Replication Program |
| Plnnd Prnthd Los Angeles | |||||||
| 400 West 30th Street | Los Angeles | CA | 90007 | 952408623 | 501(c)(3) | 26000 | Teen Success Replication Program |
| Plnnd Prnthd Intermountain | |||||||
| 2525 4th Avenue N | Billings | MT | 59101 | 810307201 | 501(c)(3) | 40000 | Teen Success Replication Program |
| Plnnd Prnthd Southern Finger Lakes | |||||||
| 314 W States Street | Ithaca | NY | 14850 | 160953368 | 501(c)(3) | 8750 | Teen Success Replication Program |
| Plnnd Prnthd Pasadena | |||||||
| 1045 N Lake Avenue | Pasadena | CA | 91104 | 951916050 | 501(c)(3) | 106000 | Teen Success Replication Program |
| Plnnd Prnthd of Santa Barbara | |||||||
| 518 Garden Street | Santa Barbara | CA | 93101 | 952319356 | 501(c)(3) | 80000 | Teen Success Replication Program |
| Plnnd Prnthd of San Diego | |||||||
| 1075 Camino Del Rio South | San Diego | CA | 92108 | 956111785 | 501(c)(3) | 52000 | Teen Success Replication Program |
| Six Rivers Plnnd Prnthd | |||||||
| 3225 Timber Fall Court | Eureka | CA | 95503 | 942333653 | 501(c)(3) | 40000 | Teen Success Replication Program |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 11 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Teen Success Scholarships | TypeOfGrant |
| Number Of Recipients | 34 | NumberOfRecipients |
| Amount Of Cash Grant | 30500 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: Once a grant application has been accepted and the contract is in place, the following procedure should be followed to ensure proper accommodation of reporting and billing guidelines: 1. If the proposal is funded, the "Contract/Grant or Project Award Notification" form is completed to advise involved parties of the award. 2. Staff member initiating grants should assure that someone has been assigned to calendar report deadlines and write requested reports or outcomes or whatever follow-up is required by the funding source. 3. When the proposal for a government grant/contract has been approved or accepted, a copy of the signed contract and any related documentation must be forwarded to the Grants Accountant in the Accounting Department. Billing cannot be done unless these documents are in place. 4. A copy of any progress report must be forwarded to the Grants Accountant. 5. Billing of contracts will commence after the Grants Accountant has received a copy of the contract, related amendments and budget justifications. 6. Contract billings are customized to meet the grantor's requirements (e.g. timeframe for billing, number of copies to be mailed with each invoice, etc.) 7. Each invoice is reviewed and signed by Accounting Management. 8. The Grants Accountant tracks receipt of payments through Cash Management and makes appropriate inquiries regarding unpaid invoices. 9. The responsible staff member and the Grants Accountant will monitor expenses for each grant and assure that the budget requirements are followed. 10. When needed, the Program Director will apply for a budget amendment. Prior to submission, Accounting Management should approve this amended budget. After the submitted amended budget is received from the grantor, it is forwarded to the Grants Accountant who then continues billing until the end of the term. 11. If a grant award is a multi-year period, a current contract must be signed by both parties and a copy, along with the current year's budget, must be on file before billings for second and subsequent years can be prepared. 12. Near the end of the contract, the responsible staff person should make sure that all expenses are submitted to the appropriate section of the Accounting Department. After the contract ends, no more charges should be made to the assigned cost center. Teen Success Scholarships: The selection process and criteria include a Review Panel comprised of Area Services Directors, Education Leaders and/or other PPMM staff will meet to review applications and make recommendations for funding. The Process: -Applications are collected and a review packet created for each panel member. -Panel members review written materials and rate each application according to the Morgan Scholarship Matrix. -At the Panel meeting in May, applications are reviewed and discussed. -The panel recommends funding based on established criteria. Selection Criteria include: -Potential to benefit from a post secondary educational experience and to make effective use of scholarship funds -Compelling reason(s) to fund application -Clarity of plan for future -Timely and accurate submission of application -Organization and clarity of application materials -Content of letter(s) of support -Leadership demonstrated while a member of the Teen Success program Some consideration will be given to geography in order to equitably serve the PPMM service area. Panel members will also consider applicants with extenuating circumstances and reach a decision regarding their application. Awards and Disbursement of Funds All applicants will be invited to regional luncheons where they will be honored for their applications, and winners will receive special recognition, including a Teen Success Star silver keychain. Luncheons are held annually and occur in five regions: Great Valley North (Sacramento); Great Valley South (Bakersfield, Fresno, Madera); Mid Great Valley (Merced, Stockton); Northern Nevada (Reno); and Silicon Valley + Coast (Santa Clara + Monterey, Santa Cruz). Scholarship applicants are notified in person of approval or denial of their application by their facilitators. Education Directors/Managers or designated staff are expected to notify local schools and media outlets, as appropriate, to celebrate the achievements of scholarship recipients. Scholarship funds are disbursed in August and January. Successful applicants receive funds in two separate payments each year. Scholarship winners must pick up their funds from their local PP office. At this time, PP staff update contact information and obtain documentation to acknowledge receipt of the funds and effective use of the scholarship funds (i.e., grades, registration, etc.) Staff members are notified of the required documentation as part of the process. Restrictions and Responsibilities Funds are to be used to defray the costs of attending a school program. Acceptable uses of funds include: tuition, books, uniforms, program fees, childcare or transportation. -When funds are disbursed, scholarship recipients sign a form detailing that they agree to the terms of use. -Funds not used for the intended purpose of attending school must be returned to Planned Parenthood Mar Monte and will be used for future scholarship applicants. -Teen Success graduates must apply for and use a scholarship within five years of graduating from Teen Success unless granted a waiver for extenuating circumstances by the Review Panel. -Scholarship recipients agree to keep in regular contact with the Teen Success program and keep the program informed of their progress toward completion of degree, certificate, or training. -Scholarship recipients are expected to maintain passing grades (C- or higher) for all courses. -Recipients agree that, if they withdraw from classes prior to completing course work or if they fail to receive passing grades (C- or higher), they must explain the circumstances and request special consideration prior to receiving additional Morgan Scholarship Funds. Disbursement of Scholarship Funds Disbursement of scholarship funds follows a timeline that encourages recipients to adhere to realistic program time frames for exchanging required documentation for the scholarship awards. The local Education Director or Manager is responsible for collecting the required documentation and providing the Morgan Scholars with their award checks or for delegating Education staff to complete this part of the process. Scholarship checks are provided to local staff for a 5-week period of time during which the winners provide documentation in exchange for the check. Winners sign an agreement detailing their responsibilities and acknowledging receipt of the funds. All documentation must be returned to the Grants & Projects Coordinator within the specified timeframe. Checks that are not claimed by winners will also be returned to the Grants & Projects Coordinator, who will forward any returned checks to the Accounting Department. A second set of checks is provided to regional staff for the second disbursement of the year. Regional programs use the disbursement process to update contact information for Morgan Scholarship winners and to collect anecdotal data about the winner's progress (or lack thereof) toward completion of their post-secondary educational goal. If there are extenuating circumstances surrounding the disbursement of Morgan Scholarship checks, the local staff should contact the Grants & Projects Coordinator for resolution process. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Linda T Williams | |||||||||||||
| 322902 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 27021 | 0 | 349923 | 0 | 0 | 0 |
| John R Giambruno | |||||||||||||
| 198282 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 19335 | 0 | 217617 | 0 | 0 | 0 |
| Dorothy L Furgerson | |||||||||||||
| 228421 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 13483 | 0 | 241904 | 0 | 0 | 0 |
| Abraham C Cabebe | |||||||||||||
| 188818 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 11191 | 0 | 200009 | 0 | 0 | 0 |
| Rayroz Dodson-Crawford | |||||||||||||
| 168540 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 15966 | 0 | 184506 | 0 | 0 | 0 |
| Karen Webster | |||||||||||||
| 167485 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 9847 | 0 | 177332 | 0 | 0 | 0 |
| Richard Fischer | |||||||||||||
| 163156 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 8751 | 0 | 171907 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 4a | ReturnReference |
| Explanation | Linda Williams - 403b - $22,000; 457b - $7,612 John Giambruno - 403b - $20,392 Dorothy L. Ferguson - 403b - $6,417 Abraham C. Cabebe - 403b - $6,058 Karen Webster - 403b - $4,813 Richard Fischer - 403b - $6,417 | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | The Form 990 is reviewed and approved by the President/CEO, CFO/VP of Finance and Administration and the Controller before submission to the IRS. The board members were provided with a copy of Form 990 before it is submitted to the IRS. |
| Form 990, Part VI, Section B, line 12c | PPMM board members, employees and volunteers have a responsibility to conduct themselves with the highest ethical standards. They are expected to avoid any conflict of interest related to their duties at PPMM. No board member, employee or volunteer shall use his/her position with PPMM to further the manufacture, distribution, promotion or sale of any materials, products or services in which he/she has either direct or indirect financial interest or from which he/she receives any direct or indirect financial benefit. No board member, employee or volunteer shall accept any gift or gratuity from any pharmaceutical firm or other supplier or potential supplier to PPMM or from any provider or potential provider of services to PPMM. However, a board member, employee or volunteer may accept a gift of nominal value, such as an advertising novelty, when it is customarily offered to others having a similar relationship with the supplier or provider. PPMM board members will disclose any potential conflict of interest on an annual basis. In addition, any board member who is aware of a possible conflict of interest related to any matter coming before the board has an obligation to refrain from discussion and/or voting on the issue. Adopted by PPMM Board of Directors on 4/6/02. Amended by PPMM BOD on 6/17/06. |
| Form 990, Part VI, Section B, line 15 | The Compensation Committee of the board annually reviews and adjusts as appropriate the salaries of the CEO and Management Team based on external data, surveys and benchmarks. |
| Form 990, Part VI, Section C, line 19 | PPMM makes its governing documents, conflict of interest policy and financial statements available to the public upon request. The Form 990 is also available on Guidestar.org. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus |
|---|---|---|---|---|---|---|---|---|
| Planned Parenthood Advocates Mar Monte | ||||||||
| 1691 The Alameda | San Jose | CA | 95126 | 770261817 | Community education and public affairs and educate the public on candidate p | CA | 501(c)(4) | |
| East Valley Community Clinic | ||||||||
| 2470 Alvin Avenue 3 | San Jose | CA | 95121 | 942191935 | To provide reproductive health care services. | CA | 501(c)(3) | Line 7 |
| Kids in Common | ||||||||
| 1605 The Alameda | San Jose | CA | 95126 | 770230821 | Partnership and investments that lead to positive outcomes for childrren. | CA | 501(c)(3) | Line 7 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Planned Parenthood Advocates Mar Monte | |
| B | 2616423 |
| Planned Parenthood Advocates Mar Monte | |
| M | 72936 |
| Plnnd Prnthd Adv Mar Monte - amount is included in 1M | |
| N | 0 |
| East Valley Community Clinic | |
| O | 813051 |
| Kids in Common | |
| D | 59900 |
| Kids in Common | |
| P | 21693 |