2024-04-22T15:48:21-05:00 2023-06-30 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2022-07-01 936031270 PLANNED PARENTHOOD OF THE COLUMBIA WILLAMETTE INC PLAN 5037754931 3727 NE MARTIN LUTHER KING JR BLVD PORTLAND OR 97212 KENJI NOZAKI INTERIM PRESIDENT AND CEO 5037754931 2024-04-22 1 KENJI NOZAKI XXX-XX-XXXX 0 WENDY CAMPOS P00448102 5032421447 2024-04-22 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KENJI NOZAKI 3727 NE MARTIN LUTHER KING JR BLVD PORTLAND OR 97212 36741962 0 X WWW.PPCW.ORG X 1963 OR THE ORGANIZATION PROVIDES, PROMOTES, AND PROTECTS ACCESS TO REPRODUCTIVE AND SEXUAL HEALTH CARE. 17 17 296 82 0 0 30560196 11182866 15857982 19525710 1712391 602448 343505 148768 48474074 31459792 0 0 0 0 15827292 15891165 0 0 848477 10812726 13254444 26640018 29145609 21834056 2314183 54482692 60510227 5900746 7812710 48581946 52697517 X THE MISSION OF PLANNED PARENTHOOD OF THE COLUMBIA WILLAMETTE (PPCW) IS TO PROVIDE, PROMOTE AND PROTECT ACCESS TO QUALITY REPRODUCTIVE AND SEXUAL HEALTH CARE IN OREGON AND SOUTHWEST WASHINGTON. 0 0 18432145 19515517 PATIENT SERVICES - ANNUALLY, MORE THAN 46,000 PEOPLE VISIT ONE OF PPCW'S EIGHT HEALTH CENTERS AND TELEMEDICINE SERVICES IN OREGON AND SOUTHWEST WASHINGTON FOR COMPASSIONATE REPRODUCTIVE HEALTH CARE. PATIENTS RECEIVE AFFORABLE CONTRACEPTIVES, EMERGENCY CONTRACEPTION, ANNUAL GYNECOLOGICAL CHECK-UPS, BREAST EXAMS, CERVICAL CANCER DETECTION AND TREATMENT, STD TESTING AND TREATMENT, VASECTOMIES, GENDER AFFIRMING CARE, PREGNANCY TESTING AND OPTIONS COUNSELING, AND PREVENTATIVE HEALTH COUNSELING. APPROXIMATELY THIRTEEN PERCENT OF PPCWS SERVICES ARE FOR ABORTION CARE. 1090724 10193 EDUCATION AND COMMUNITY ENGAGEMENT - PPCW IS THE LEADING PROVIDER OF COMPREHENSIVE SEX EDUCATION AND YOUTH PEER EDUCATION AND LEADERSHIP IN OREGON AND SOUTHWEST WASHINGTON. RECOGNIZING THAT HEALTH LITERACY AND HEALTH CARE ACCESS ARE DIRECTLY LINKED TO IMPROVING INDIVIDUAL AND COMMUNITY HEALTH OUTCOMES, WE IMPLEMENT SEX EDUCATION AND AWARENESS PROGRAMMING THROUGHOUT OUR SERVICE AREAS TO INCLUDE REFERRALS, TO BUILD KNOWLEDGE OF EXISTING RESOURCES, AND TO DEVELOP AGENCY TO ACCESS THEM.SEE SCHEDULE OOUR OVERARCHING GOAL IS TO INCREASE YOUNG PEOPLE'S ACCESS TO SEX EDUCATION AND REPRODUCTIVE AND SEXUAL HEALTH CARE, AND WE ARE PRIORITIZING SERVING BIPOC AND LGBTQ2SIA+ YOUNG PEOPLE AND THEIR COMMUNITIES. PPCW'S ROBUST EDUCATION, OUTREACH, AND ENGAGEMENT WORK IS GUIDED BY A MODEL THAT 1) EMPOWERS YOUNG PEOPLE TO PROTECT THEIR HEALTH AND INCREASES ACCESS TO HEALTH CARE SERVICES; 2) BUILDS EXPERTISE FOR SEX EDUCATION AND HEALTH LITERACY WITH YOUTH, PARENTS AND FAMILIES, TEACHERS AND SERVICE PROVIDERS; AND 3) WORKS COLLABORATIVELY WITH THE COMMUNITIES WE SERVE.PPCW'S PROGRAMS AND SERVICES INCLUDE CURRICULUM-BASED WORKSHOPS FOR MIDDLE SCHOOL, HIGH SCHOOL, AND COLLEGE STUDENTS; TEEN COUNCIL PEER EDUCATION PROGRAM FOR HIGH SCHOOL STUDENTS AND THEIR PEERS; TRAINING AND WORKSHOPS FOR TEACHERS, YOUTH-SERVICE PROVIDERS, AND PARENTS TO HELP ANSWER YOUNG PEOPLES' QUESTIONS RELATED TO SEXUAL HEALTH AND TO HELP THEM IDENTIFY HEALTHY DECISIONS FOR THEIR FUTURES; AND INFORMATIONAL OUTREACH ABOUT HEALTH CARE SERVICES AND HOW TO ACCESS THOSE SERVICES. 455210 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 SOUTHWEST WASHINGTON. 19978079 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 68 0 1 296 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X X JESSICA SANDS 5037754931 3727 NE M L KING JR BLVD PORTLAND OR 972121112 ANNE UDALL PRESIDENT & CEO 40.00 X 291087 0 19791 KENJI NOZAKI CHIEF OF AFFILIATE OPERATIONS 40.00 X 175869 0 12060 MARIE GIBSON LEAD CLINICIAN 37.50 X 168920 0 15335 CHRIS STAUB VP OF FINANCE 40.00 X 160782 0 13894 RENEE HASHBARGER ASSOCIATE MEDICAL DIRECTOR 40.00 X 158517 0 14805 JESSICA KEERSEMAKER VP OF PATIENT SERVICES 40.00 X 153565 0 12856 TUMI JANTJIE VP OF PEOPLE & CULTURE 40.00 X 138198 0 14077 LISA BENITEZ LEAD CLINICIAN 37.50 X 135242 0 13730 TATYANA DEMBROW LEAD CLINICIAN 30.00 X 131100 0 12029 SALLY BROWN CHAIR 10.00 X X 0 0 0 ASHLEY THIRSTRUP CHAIR UNTIL FEB 2023 10.00 X X 0 0 0 DANI LEDEZMA VICE CHAIR 7.00 X X 0 0 0 CLAUDIA ANDREWS TREASURER 7.00 X X 0 0 0 EDDY MORALES SECRETARY 7.00 X X 0 0 0 ROXANNE BARRA DIRECTOR 4.00 X 0 0 0 KATHERINE BRADLEY DIRECTOR 4.00 X 0 0 0 CHRISTINE DUPRES DIRECTOR 4.00 X 0 0 0 ADRIENNE FELDSTEIN DIRECTOR 4.00 X 0 0 0 MARIOTTA GARY-SMITH DIRECTOR 4.00 X 0 0 0 JULIA HARPER DIRECTOR 4.00 X 0 0 0 RACHEL JOSEPH DIRECTOR 4.00 X 0 0 0 BRAD MILLER DIRECTOR 4.00 X 0 0 0 PAMELA NEFERKARA DIRECTOR 4.00 X 0 0 0 ALEXA OLSON VASCONCELOS DIRECTOR 4.00 X 0 0 0 KATHERINE PORRAS DIRECTOR 4.00 X 0 0 0 NAI SAEPHANH DIRECTOR 4.00 X 0 0 0 ALIX SANCHEZ DIRECTOR 4.00 X 0 0 0 DIVYA SHARMA DIRECTOR 4.00 X 0 0 0 1513280 0 128577 23 0 1 0 B & G BUILDERS 4213 NE ALBERTA ST PORTLAND OR 97218 CONSTRUCTION 1278459 BETTERHEALTH A PLANNED PARENTHOOD PARTNE 1144 LOCUS ST PHILADELPHIA PA 19107 MEDICAL BILLING 1169313 BETTER BUILT CONSTRUCTION 2802 CRATER LAKE HWY MEDFORD OR 97504 CONSTRUCTION 1055370 QUEST DIAGNOSTICS PO BOX 912400 PASADENA CA 91110 LABORATORY TESTING 264075 OREGON HEALTH SCIENCES UNIVERSITY 3181 SW SAM JACKSON PARK RD PORTLAND OR 97239 MEDICAL DIRECTOR 251283 9 623088 2761464 7798314 250360 11182866 PATIENT SERVICES 621300 19489528 19489528 STUDY AND RESEARCH 900099 25989 25989 EDUCATION AND TRAINING 900099 10193 10193 19525710 619986 619986 83340 0 83340 83340 83340 5138124 5155662 -17538 -17538 -17538 9750 623088 126508 -116758 -116758 ADMINISTRATION 900099 134564 134564 INFORMATION TECHNOLOGY 900099 36078 36078 ACCOUNTING 900099 3778 3778 7766 7766 182186 31459792 19525710 0 751216 858588 413210 361833 83545 11583272 8844692 2250802 487778 295497 295497 1955784 1955784 1198024 1198024 101052 101052 197385 197385 28948 28948 138124 138124 2223669 1842952 353245 27472 402764 401155 1609 734528 562884 103707 67937 1259666 1115782 117130 26754 209566 135421 61496 12649 382210 135783 239755 6672 127585 96753 23838 6994 537293 378093 119200 40000 1119330 987005 100336 31989 273733 267577 6156 MEDICAL SUPPLIES 3765784 3765766 14 4 EQUIPMENT 1136976 904707 194408 37861 LAB FEES 310581 306178 4403 FEES AND LICENSES 75059 71092 3038 929 230191 121236 92671 16284 29145609 19978079 8319053 848477 6668210 3365720 22776516 24544392 1626759 1604402 2386269 4315923 395807 686187 456021 403085 35653922 12727005 19695580 22926917 477530 2663601 54482692 60510227 2433366 2742279 257292 422758 3035707 2872688 174381 1774985 5900746 7812710 X 44334556 48570667 4247390 4126850 48581946 52697517 54482692 60510227 X 2314183 1295039 24395 481954 X 0 1 X 1 0 X 6583274 6814273 7166160 30560196 11182866 62306769 6583274 6814273 7166160 30560196 11182866 62306769 39584 62267185 342937 372864 268759 426410 703326 2114296 293613 114374 257009 252559 182186 1099741 65520806 89623053 0.95030 0.93090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 51587 28948 80535 29065074 29145609 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 80188 100507 49938 80535 311168 250000 250000 250000 250000 1000000 1500000 25813 29243 36425 51587 143068 23421440 105700 1691076 19536 25198680 10970829 15152750 -2178899 523240 23421440 8270882 615500 2103501 19054 10970829 7773711 346872 169475 19176 8270882 7578614 159405 211941 176249 7773711 0.91000 0.07000 0.02000 0 0 3526898 3526898 22382153 6489088 15893065 2560361 773145 1787216 6978941 5464772 1514169 205569 205569 22926917 LEASE LIABILITY 1664644 PHOTOCOPIER LEASE 110341 1774985 X 35748691 1295039 24395 3107589 4427023 31321668 138124 138124 31459792 31633120 2625635 2625635 29007485 138124 138124 29145609 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 X, LINE 2: PLANNED PARENTHOOD OF THE COLUMBIA WILLAMETTE (PPCW) IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND SIMILAR STATE PROVISIONS EXCEPT FOR TAX ON ACTIVITIES UNRELATED TO ITS EXEMPT PURPOSE. PPCW IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. MANAGEMENT DOES NOT BELIEVE PPCW HAS UNDERTAKEN ANY UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 481,954. EMPLOYEE RETENTION TAX CREDIT 2,625,635. PART XII, LINE 2D - OTHER ADJUSTMENTS: EMPLOYEE RETENTION TAX CREDIT 2,625,635. LUNCHEON 458827 449077 9750 5670 15740 39056 59624 HOUSE PARTY #1 31003 31003 31 143008 143008 6418 632838 623088 9750 5670 15740 39056 66042 126508 -116758 X X X 0 0 0 0 0 0 0 0 0 ANNE UDALL PRESIDENT & CEO 271087 0 20000 0 0 0 7226 0 12565 0 310878 0 0 0 KENJI NOZAKI CHIEF OF AFFILIATE OPERATIONS 175869 0 0 0 0 0 1787 0 10273 0 187929 0 0 0 MARIE GIBSON LEAD CLINICIAN 168920 0 0 0 0 0 4881 0 10454 0 184255 0 0 0 CHRIS STAUB VP OF FINANCE 160782 0 0 0 0 0 2969 0 10925 0 174676 0 0 0 RENEE HASHBARGER ASSOCIATE MEDICAL DIRECTOR 158517 0 0 0 0 0 4757 0 10048 0 173322 0 0 0 JESSICA KEERSEMAKER VP OF PATIENT SERVICES 153565 0 0 0 0 0 3095 0 9761 0 166421 0 0 0 TUMI JANTJIE VP OF PEOPLE & CULTURE 138198 0 0 0 0 0 4192 0 9885 0 152275 0 0 0 X 17 13079 SALE PRICE X 24 237261 AVERAGE HIGH/LOW QUOTE X MISCELLANEOUS 1 20 FAIR MARKET VALUE 0 0 1 1 PART I, COLUMN (B): THE AMOUNT REPRESENTS THE NUMBER OF ACTUAL CONTRIBUTIONS RECEIVED AND NOT THE NUMBER OF ITEMS RECEIVED FOR EACH CONTRIBUTION. PART I, LINE 32B: PPCW WORKS WITH CARS TO PROCESS VEHICLE DONATIONS. FORM 990, PART VI, SECTION B, LINE 11B 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 DETERMINDED BY THE CEO THROUGH CONSULTATION WITH THE VICE PRESIDENT OF PEOPLE AND CULTURE AND REVIEW OF COMPARABLE DATA. THIS PROCESS WAS LAST COMPLETED IN SEPTEMBER 2022 FOR OFFICERS AND KEY EMPLOYEES AND CEO COMPENSATION. 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. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 481,954. 14601 SE DIVISION LLC 3727 NE MARTIN LUTHER KING JR BLVD PORTLAND OR 97212 831866112 OWNS PROPERTY ADJACENT TO HEALTH CENTER SITE OR 1100 104948 PLANNED PARENTHOOD OF THE COLUMBIA WILLAMETTE