2011-05-16T17:43:13-05:00 2010-06-30 Harrington Group CPAs LLP 2670 Mission Street Suite 200 San Marino CA 91108 990 2009-07-01 941583439 Planned Parenthood Mar Monte Inc PLAN 4087953707 1746 The Alameda San Jose CA 95126 John Giambruno 4087953707 2011-05-16 1 6264036801 2009 2016-02-24 21:20:13Z Linda T Williams 1746 The Alameda San Jose CA 95126 96988339 0 X www.ppmarmonte.org X 1963 CA 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. 17 16 1071 1182 0 0 9668422 12142894 73520222 81304017 -153654 499661 1076663 879664 84111653 94826236 277500 499500 0 47077754 50241939 0 1135563 32434400 34697388 79789654 85438827 4321999 9387409 82638893 91337854 13042348 11940230 69596545 79397624 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. 0 0 69934068 81304017 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. 5260603 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. 2886283 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. 78080954 1 1 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 173 0 1 1071 1 0 0 0 0 0 0 0 0 0 0 1 17 16 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X Rayroz Dodson-Crawford 4087953707 1746 The Alameda San Jose CA 95126 Cole Wilbur 0.80 X X 0 0 0 Joan Gallo 0.80 X X 0 0 0 Cathryn Rivera-Hernandez 0.50 X X 0 0 0 Penny Herscher 0.40 X X 0 0 0 Cindy Chavez 0.40 X X 0 0 0 Claudie Kiti Bustamante 0.40 X 0 0 0 Sharon Chatman 0.40 X 0 0 0 Christine Fey 0.40 X 0 0 0 Esperanza Garcia Walters 0.40 X 0 0 0 Karen Grove 0.40 X 0 0 0 Katy Orr 0.40 X 0 0 0 Bruce Pomer 0.40 X 0 0 0 Sarah Reyes 0.40 X 0 0 0 Rita Saenz 0.40 X 0 0 0 Genevieve Shiroma 0.40 X 0 0 0 Christina Uribe 0.40 X 0 0 0 Linda T Williams 40.00 X X 322902 0 27021 John R Giambruno 40.00 X 198282 0 19335 Dorothy L Furgerson 40.00 X 228421 0 13483 Abraham C Cabebe 40.00 X 188818 0 11191 Rayroz Dodson-Crawford 40.00 X 168540 0 15966 Karen Webster 34.00 X 167485 0 9847 Richard Fischer 20.00 X 163156 0 8751 1437604 0 105594 29 0 1 0 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 4 4534852 7608042 12142894 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 81304017 312562 312562 2500 2500 2500 2500 2349202 2162103 187099 187099 187099 Miscellaneous income 621110 877164 877164 877164 94826236 81304017 0 1379325 469000 469000 30500 30500 571568 571568 36920177 33240640 3001204 678333 8372007 7483349 735930 152728 4378187 3886320 411659 80208 230252 229271 981 3010246 2772671 198909 38666 3961887 3669651 235588 56648 332033 299098 31228 1707 253230 205315 44878 3037 21442 16380 5062 1651652 1570338 68764 12550 2752096 2433136 291791 27169 699539 699539 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 246231 223381 22716 134 85438827 78080954 6222310 1135563 2695815 542198 18838369 30944889 14561819 12909353 3020100 2587752 956771 984219 51019573 18118743 32854006 32900830 9515417 10278624 196596 189989 82638893 91337854 10441786 8440230 2600562 3500000 13042348 11940230 X 65225321 74488779 2111729 2649350 2259495 2259495 69596545 79397624 82638893 91337854 X 0 1 1 X 1 1 X 8492727 8763682 11287233 9668422 12142894 50354958 8492727 8763682 11287233 9668422 12142894 50354958 2952785 47402173 1129036 1546413 1080367 -153654 502161 4104323 851484 806130 947344 1076663 877164 4558785 59018066 325299572 0.80320 0.83280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15133 876935 892068 84546759 85438827 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 998750 911221 805045 892068 3607084 250000 250000 250000 250000 1000000 1500000 67512 40867 17317 15133 140829 8982598 1049389 10031987 9864765 -704031 178136 8982598 0.74850 0.25150 0.00000 0 0 5561796 5561796 16837523 4731936 12105587 15503025 6281209 9221816 11471806 7054755 4417051 1645423 50843 1594580 32900830 94826236 85438827 9387409 413672 -2 413670 9801079 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. 1 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 11 Teen Success Scholarships 34 30500 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: 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. X X X 0 1 0 0 0 0 0 0 0 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 Part I, Line 4a 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 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. 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 0 1 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 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