2026-05-06T10:59:34-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 333 BUSH STREET STE 1000 SAN FRANCISCO CA 94104 990 2024-07-01 941583439 PLANNED PARENTHOOD MAR MONTE INC PLAN 4087953600 1691 THE ALAMEDA SAN JOSE CA 95126 STACY CROSS PRESIDENT & CEO 4087953600 2026-05-05 1 1 MICHAEL LUMSDEN P01262236 4159561500 2026-05-05 2024 2025-03-06 01:10:19Z STACY CROSS 1691 THE ALAMEDA SAN JOSE CA 95126 154588478 0 X WWW.PPMARMONTE.ORG X 1963 CA PLANNED PARENTHOOD MAR MONTE INVESTS IN COMMUNITIES BY PROVIDING HEALTH CARE AND EDUCATION, AND BY EXPANDING RIGHTS AND ACCESS FOR ALL. 18 17 1000 423 0 0 20911188 25619992 124251783 120939418 3525598 3329045 1343604 581605 150032173 150470060 500000 822500 0 0 88057220 94540558 0 0 4564791 59007242 66289473 147564462 161652531 2467711 -11182471 182372088 197113075 52331408 77690899 130040680 119422176 PLANNED PARENTHOOD MAR MONTE INVESTS IN COMMUNITIES BY PROVIDING HEALTH CARE AND EDUCATION, AND BY EXPANDING RIGHTS AND ACCESS FOR ALL. 0 0 129779230 0 120879418 PATIENT SERVICES - THE ORGANIZATION OPERATES 30 HEALTH CENTERS. SERVICES PROVIDED AT THESE HEALTH CENTERS INCLUDES ANNUAL PREVENTIVE VISITS; CANCER SCREENING & TREATMENTS; BIRTH CONTROL AND REPRODUCTIVE HEALTH CARE; SEXUALLY TRANSMITTED INFECTION TESTING AND TREATMENT; PREGNANCY TESTING AND COUNSELING; HIV TESTING & COUNSELING; MENOPAUSAL SERVICES; GENDER AFFIRMING CARE SERVICES; EMERGENCY CONTRACEPTION; MALE STERILIZATION; AND MEDICAL AND PROCEDURAL ABORTIONS. DURING FY2025, THERE WERE 317,460 VISITS. 4409420 0 60000 EDUCATION SERVICES - EVIDENCE-BASED, AGE APPROPRIATE, AND MEDICALLY ACCURATE SEX EDUCATION AND YOUTH DEVELOPMENT PROGRAMS FOR THOSE AGES 13-24; PARTNER ORGANIZATION AND PARENT/CARING ADULT TRAININGS; AND COMMUNITY OUTREACH. DURING THE YEAR THERE WERE AN ESTIMATED 21,974 CONTACTS. 2717210 822500 0 PUBLIC AFFAIRS - THE ORGANIZATION EDUCATES AND LOBBIES LEGISLATORS ABOUT THE IMPORTANCE OF AFFORDABLE, ACCESSIBLE HEALTH CARE AT LOCAL, STATE, AND NATIONAL LEVELS. IN ADDITION, THE ORGANIZATION MONITORS LEGISLATIVE AND JUDICIAL ACTIVITIES REGARDING REPRODUCTIVE CHOICE, AND INFORMS, EDUCATES, AND MOBILIZES THE COMMUNITY ABOUT ISSUES AFFECTING ACCESS TO REPRODUCTIVE HEALTH CARE AND EDUCATION. 136905860 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 1 87 0 1 1000 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 17 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X JOANNE PARISE 4087953715 1691 THE ALAMEDA SAN JOSE CA 95126 LORI ANN GUY CHAIR 5.00 0.00 X X 0 0 0 GWEN MCDONALD IMMEDIATE PAST CHAIR 5.00 0.00 X X 0 0 0 STELLA YING TREASURER 5.00 0.00 X X 0 0 0 GABRIEL STRICKER SECRETARY 5.00 0.00 X X 0 0 0 KIM BARBER BOARD MEMBER 1.00 0.00 X 0 0 0 LISA BERKLEY BOARD MEMBER 1.00 0.00 X 0 0 0 PAM CONELLY BOARD MEMBER 1.00 0.00 X 0 0 0 VICTORIA COOLBAUGH BOARD MEMBER 1.00 0.00 X 0 0 0 REEMA DIRKS PHARMD BOARD MEMBER 1.00 1.00 X 0 0 0 JESSE DOROGUSKER BOARD MEMBER 1.00 0.00 X 0 0 0 LETICIA GARCIA BOARD MEMBER 1.00 0.00 X 0 0 0 MARIA GARCIA BOARD MEMBER 1.00 0.00 X 0 0 0 MARISA KOLOKOTRONIS BOARD MEMBER 1.00 0.00 X 0 0 0 DONYA NASSER BOARD MEMBER 1.00 0.00 X 0 0 0 ANDRES RAMOS BOARD MEMBER 1.00 0.00 X 0 0 0 DEBRA ROBINS BOARD MEMBER 1.00 0.00 X 0 0 0 COLE WILBUR BOARD MEMBER 1.00 0.00 X 0 0 0 STACY CROSS PRESIDENT & CEO 40.00 10.00 X X 780501 0 67545 THOMAS MOTSIFF CHIEF ADMIN & FINANCIAL OFFICER 40.00 10.00 X 522229 0 55584 LAURA DALTON DO MBA CHIEF MEDICAL OPERATING OFFICER 40.00 0.00 X 680505 0 36587 REBECCA SCHUETT CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 174155 0 4647 SHAWHEEN MORIDI GEN COUNSEL & CHIEF COMPL OFFICER 40.00 0.00 X 263990 0 35470 MARGAUX LAZARIN DO MPH SENIOR MEDICAL DIRECTOR 40.00 0.00 X 444889 0 33232 ANDREW ADAMS CHIEF OF STAFF & HEAD OF STRAT COMM 40.00 0.00 X 340939 0 47383 NAMRATA MASTEY MD ASSOCIATE MEDICAL DIRECTOR 40.00 0.00 X 304826 0 17069 MORGAN THEIS MD SUPERVISING PHYSICIAN 40.00 0.00 X 295819 0 15109 ABRAHAM CABEBE MD SUPERVISING PHYSICIAN 32.00 0.00 X 293174 0 39221 4101027 0 351847 218 0 1 0 BRIDGE HEALTHCARE PARTNERS LLC PO BOX 5141 DENVER CO 80217 IT AND REVENUE CYCLE SERVICES 2331448 KASTLE SYSTEMS OF LOS ANGELES PSP 1092 N TUSTIN AVE ANAHEIM CA 92807 SECURITY SERVICES 705909 ONE WORKPLACE L FERRARI LLC PO BOX 8522 PASADENA CA 91109 DESIGN SERVICES 469183 MURPHY AUSTIN ADAMS SCHOENFELD LLP 555 CAPITOL MALL SACRAMENTO CA 95814 LEGAL CONSULTING SERVICES 208277 SISU CONSULTANTS LLC 111 4TH AVE N MINNEAPOLIS MN 55401 MANAGEMENT CONSULTANT VENDOR 166692 10 2690674 4905669 18023649 619687 25619992 NET PATIENT SERVICE REVENUE 624100 120807827 120807827 PRIVATE FEES AND CONTRACTS 624100 71591 71591 EDUCATION 624100 60000 60000 120939418 2667737 2667737 200985 61286 139699 139699 139699 3979313 217871 3264099 271777 715214 -53906 661308 661308 164745 2690674 521256 -356511 -356511 MISCELLANEOUS REVENUE 624100 725732 725732 TRADE DISCOUNT 624110 72685 72685 798417 150470060 120939418 0 3910650 822500 822500 2834447 1304833 1008194 521420 73179383 61377667 9636691 2165025 3270913 2803344 394429 73140 8430521 7264913 988203 177405 6825294 5737652 855796 231846 589490 589490 161251 263 160988 194804 194804 10937738 9469005 612879 855854 196690 42539 146511 7640 1570192 1159991 196325 213876 3867565 2301183 1481234 85148 11596847 11246754 284606 65487 1254644 936144 267206 51294 228238 195722 27888 4628 513630 108579 405051 1819570 1819570 7409300 6944410 464890 2268505 2094119 145744 28642 MEDICAL SUPPLIES 21241973 21236027 2307 3639 EQUIPMENT AND RENTAL 1294040 1260095 31699 2246 SALES TAX 96485 96485 SUBSCRIPTIONS 36955 10742 22764 3449 1011556 492893 444611 74052 161652531 136905860 20181880 4564791 21971554 10970100 857966 3656945 1559190 3084675 22640857 15722253 1417416 2189538 1811886 1436387 116884884 51532531 52815970 65352353 47375512 47096733 2635648 2882032 29286089 44722059 182372088 197113075 18014489 21768237 4000000 10000000 30316919 45922662 52331408 77690899 X 122510221 113458808 7530459 5963368 130040680 119422176 182372088 197113075 -11182471 563967 0 X 0 1 X 1 1 1 X 18744713 17903360 28412279 20911188 25619992 111591532 18744713 17903360 28412279 20911188 25619992 111591532 1957735 109633797 620576 1506205 2501229 3049041 2868722 10545773 568677 478325 1877349 1253171 798417 4975939 127113244 545416692 0.86250 0.87040 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2020 AMOUNT: $ 568,677. 2021 AMOUNT: $ 478,325. 2022 AMOUNT: $ 1,877,349. 2023 AMOUNT: $ 1,253,171. 2024 AMOUNT: $ 798,417. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 142101 142101 42456 42456 184557 184557 161273170 161773525 161457727 161958082 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 299677 183934 606375 184557 1274543 250000 250000 250000 250000 1000000 1500000 225612 51547 6747 2101 286007 34191584 -1978324 1569923 30643337 30334554 5469955 1612925 34191584 28682481 2696972 1044899 30334554 37484058 50658 -4852235 4000000 28682481 29661752 390473 7431833 37484058 0.91862 0.08138 0.00000 0 0 8608820 8608820 56883687 29853428 27030259 27560271 8734370 18825901 18887610 12944733 5942877 4944496 4944496 65352353 DEPOSITS 234098 DUE FROM RELATED ORGANIZATIONS 158839 OPERATING LEASES - RIGHT-OF-USE ASSETS 36009670 FINANCIAL LEASES - RIGHT-OF-USE ASSETS 7832186 OTHER ASSETS 5000 BENEFICIAL INTEREST IN TRUST 482266 44722059 DUE TO RELATED ORGANIZATIONS 155168 LOSS RESERVE LIABILITY 364300 FINANCE LEASE LIABILITIES 6117023 OPERATING LEASE LIABILITIES 39286171 45922662 X PART V, LINE 4: THE ENDOWMENT FUNDS HELD BY THE ORGANIZATION ARE TO ASSURE THE FUTURE STRENGTH AND STABILITY OF PPMM IN ORDER TO SUSTAIN ITS IMPORTANT MISSION, AND ASSIST IN: (I) HELPING OFFSET THE COST OF PROVIDING SEX EDUCATION TO THE COMMUNITIES PPMM SERVES; (II) HELPING OFFSET THE SALARY AND BENEFITS OF PHYSICIANS OR MEDICAL DIRECTORS WHO PROVIDE REPRODUCTIVE HEALTH SERVICES AT PPMM; (III) HELPING TO COVER THE COST OF PROVIDING CERTAIN HEALTH CARE SERVICES; AND (IV) HELPING PURCHASE REAL ESTATE, REFURBISH AND MAINTAIN HEALTH CENTER BUILDINGS, LEASE AND/OR PURCHASE UPDATED HEALTH CARE EQUIPMENT, AND OTHER HEALTH CENTER FACILITY NEEDS. PART X, LINE 2: PPMM IS A NONPROFIT CORPORATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND HAS BEEN GRANTED TAX-EXEMPT STATUS BY THE INTERNAL REVENUE SERVICE AND THE CALIFORNIA REVENUE AND TAXATION CODE. AS OF JUNE 30, 2025 AND 2024, PPMM HAD NO UNRECOGNIZED TAX POSITIONS OR UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. PENINSULA BREAKFAST 1688823 1635299 53524 53524 15279 111303 OAKLAND GALA 913644 823556 90088 8541 90088 22450 188070 1 252952 231819 21133 21133 10868 2855419 2690674 164745 8541 164745 37729 310241 521256 -356511 1 PLANNED PARENTHOOD ADVOCATES MAR MONTE INC 1691 THE ALAMEDA SAN JOSE CA 95126 770261817 501(C)(4) 810000 0 TO SUPPORT EDUCATION, ADVOCACY, AND BALLOT INITIATIVES. 0 1 PART I, LINE 2: THE ORGANIZATION PROVIDES GRANTS TO PLANNED PARENTHOOD ADVOCATES MAR MONTE, INC., A RELATED ORGANIZATION. PROPER USE OF GRANT FUNDS IS MONITORED BY OVERLAPPING MANAGEMENT. X X X X 0 0 0 0 0 0 0 1 0 STACY CROSS PRESIDENT & CEO 617926 0 64183 0 98392 0 57500 0 10045 0 848046 0 0 0 LAURA DALTON DO MBA CHIEF MEDICAL OPERATING OFFICER 599489 0 0 0 81016 0 20700 0 15887 0 717092 0 0 0 THOMAS MOTSIFF CHIEF ADMIN & FINANCIAL OFFICER 464582 0 0 0 57647 0 43700 0 11884 0 577813 0 0 0 MARGAUX LAZARIN DO MPH SENIOR MEDICAL DIRECTOR 402185 0 0 0 42704 0 17250 0 15982 0 478121 0 0 0 ANDREW ADAMS CHIEF OF STAFF & HEAD OF STRAT COMM 316725 0 0 0 24214 0 37338 0 10045 0 388322 0 0 0 ABRAHAM CABEBE MD SUPERVISING PHYSICIAN 268099 0 1161 0 23914 0 29391 0 9830 0 332395 0 0 0 NAMRATA MASTEY MD ASSOCIATE MEDICAL DIRECTOR 304826 0 0 0 0 0 12188 0 4881 0 321895 0 0 0 MORGAN THEIS MD SUPERVISING PHYSICIAN 280741 0 0 0 15078 0 15109 0 0 0 310928 0 0 0 SHAWHEEN MORIDI GEN COUNSEL & CHIEF COMPL OFFICER 263413 0 0 0 577 0 18838 0 16632 0 299460 0 0 0 REBECCA SCHUETT CHIEF DEVELOPMENT OFFICER 174155 0 0 0 0 0 0 0 4647 0 178802 0 0 0 PART I, LINE 7 CERTAIN INDIVIDUALS REPORTED ON FORM 990, PART VII AND SCHEDULE J, PART II RECEIVED A NON-FIXED PAYMENT IN THE FORM OF A BONUS DURING THE 2024 CALENDAR, WHICH (IN PART) IS DETERMINED UTILIZING DISCRETION AND/OR JUDGMENT BY THE BOARD OF DIRECTORS AND/OR MANAGEMENT. X 25 619687 FAIR MARKET VALUE 0 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX ACCOUNTANT IN CONJUNCTION WITH THE ORGANIZATION'S ACCOUNTING AND FINANCE DEPARTMENT. A DRAFT FORM 990 IS THEN REVIEWED BY THE PRESIDENT/CEO, CHIEF ADMINISTRATIVE AND FINANCIAL OFFICER, AND CONTROLLER; ADJUSTMENTS ARE MADE, AS NECESSARY. A COMPLETE COPY OF THE FORM 990 IS THEN REVIEWED WITH THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY WHICH COVERS ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES ("INTERESTED PERSONS"). UNDER THE CONFLICT OF INTEREST POLICY, EACH INTERESTED PERSON SHALL ANNUALLY SIGN A STATEMENT THAT: (A) THE PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTOOD IT, AND HAS AGREED TO COMPLY WITH IT; AND (B) IF REQUIRED, DISCLOSES THE PERSON'S FINANCIAL INTERESTS AND FAMILY RELATIONSHIPS THAT COULD GIVE RISE TO ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. IN ADDITION, AN INTERESTED PERSON HAS AN ONGOING OBLIGATION TO PROMPTLY DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST GIVING RISE TO THE POTENTIAL CONFLICT OF INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE COMPLIANCE, QUALITY, AND RISK MANAGEMENT OVERSIGHT COMMITTEE ("CQRM OVERSIGHT COMMITTEE") OR, IN THE CASE OF A DIRECTOR, TO THE BOARD OF DIRECTORS, WHO WILL ASSESS THE POTENTIAL FOR CONFLICTS OF INTEREST ON BEHALF OF PPMM. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, THE DISINTERESTED MEMBERS OF THE BOARD OR CQRM OVERSIGHT COMMITTEE SHALL DECIDE: (I) WHETHER A CONFLICT OF INTEREST EXISTS AND, IF SO, (II) WHETHER TO ENTER INTO THE TRANSACTION. THE INTERESTED PERSONS SHALL NOT BE PRESENT DURING THE BOARD OR CQRM OVERSIGHT COMMITTEE'S FINAL DELIBERATIONS AND SHALL NOT VOTE ON ANY DECISIONS REGARDING THE MATTER. THE PROCEEDINGS ARE RECORDED WITHIN THE BOARD OR CQRM OVERSIGHT COMMITTEE MEETING MINUTES. 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 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PLANNED PARENTHOOD ADVOCATES MAR MONTE INC 1691 THE ALAMEDA SAN JOSE CA 95126 770261817 ADVOCACY, EDUCATION, AND POLITICAL SUPPORT FOR REPRODUCTIVE HEALTH CARE CA 501(C)(4) PLANNED PARENTHOOD MAR MONTE INC 1 EAST VALLEY COMMUNITY CLINIC 2470 ALVIN AVENUE 60 SAN JOSE CA 95121 942191935 TO PROVIDE COMMUNITY HEALTH CARE CA 501(C)(3) LINE 7 PLANNED PARENTHOOD MAR MONTE INC 1 WE VOTE - NOSOTROS VOTAMOS POLITICAL ACTION COMMITTEE 1691 THE ALAMEDA SAN JOSE CA 95126 460772665 TO ELECT OFFICIALS ADVOCATING FOR ACCESS TO QUALITY REPRODUCTIVE HEALTH CARE CA 527 PPAMM 1 0 1 0 1 1 0 0 0 0 0 0 1 1 1 1 1 1 1 1 PLANNED PARENTHOOD ADVOCATES MAR MONTE INC B 810000 RECORDED BOOK VALUE PLANNED PARENTHOOD ADVOCATES MAR MONTE INC D 158839 "DUE FROM..." RECORDED BOOK VALUE PLANNED PARENTHOOD ADVOCATES MAR MONTE INC E 155168 "DUE TO..." RECORDED BOOK VALUE PLANNED PARENTHOOD ADVOCATES MAR MONTE INC M 1986941 RECORDED BOOK VALUE THE ORGANIZATION IS A PART OF AN AFFILIATED GROUP, WHICH INCLUDES THE FOLLOWING ORGANIZATIONS:PLANNED PARENTHOOD MAR MONTE INC.1691 THE ALAMEDASAN JOSE, CA 95126FEIN: 94-1583439501(H) ELECTION: YESTOTAL LOBBYING EXPENDITURES TO INFLUENCE PUBLIC OPINION (GRASSROOTS LOBBYING): $142,101TOTAL LOBBYING EXPENDITURES TO INFLUENCE A LEGISLATIVE BODY (DIRECT LOBBYING): $42,456OTHER EXEMPT PURPOSE EXPENDITURES: $161,273,170TOTAL EXEMPT PURPOSE EXPENDITURES: $161,457,727EAST VALLEY COMMUNITY CLINIC INC. (DBA MAR MONTE COMMUNITY CLINIC)1691 THE ALAMEDASAN JOSE, CA 95126FEIN: 94-2191935501(H) ELECTION: NOTOTAL LOBBYING EXPENDITURES TO INFLUENCE PUBLIC OPINION (GRASSROOTS LOBBYING): $0TOTAL LOBBYING EXPENDITURES TO INFLUENCE A LEGISLATIVE BODY (DIRECT LOBBYING): $0OTHER EXEMPT PURPOSE EXPENDITURES: $500,355TOTAL EXEMPT PURPOSE EXPENDITURES: $500,355