2023-05-12T09:45:33-05:00 2022-06-30 231144520 TAIT WELLER & BAKER LLP 50 SOUTH 16TH STREET SUITE 2900 PHILADELPHIA PA 19102 990 2021-07-01 231352509 PLANNED PARENTHOOD SOUTHEASTERN PA PLAN 2153515500 1144 LOCUST STREET PHILADELPHIA PA 19107 DAYLE STEINBERG PRESIDENT & CEO 2153515500 2023-05-12 1 DAYLE STEINBERG 999009999 HARRISON PEREIRA P00746867 2159798800 2023-05-11 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z DAYLE STEINBERG 1144 LOCUST STREET PHILADELPHIA PA 19107 19040746 0 X WWW.PPSP.ORG X 1929 PA IT IS PPSP'S MISSION TO PROTECT AND ENHANCE REPRODUCTIVE FREEDOM, INCREASE ACCESS TO REPRODUCTIVE HEALTH SERVICES AND INFORMATION, AND PROMOTE SEXUAL HEALTH. 15 15 219 130 0 0 5605927 8871448 8392318 9487085 285859 527400 338185 -300472 14622289 18585461 0 0 0 0 10404456 10549707 0 0 563824 7093888 7658465 17498344 18208172 -2876055 377289 30834041 25904727 5345174 2912277 25488867 22992450 OUR MISSION IS TO PROVIDE SEXUAL, REPRODUCTIVE AND COMPLEMENTARY HEALTH SERVICES, DELIVER COMPREHENSIVE SEXUALITY EDUCATION, AND ADVOCATE FIERCELY FOR THE PROTECTION AND ADVANCEMENT OF HEALTH EQUITY AND ACCESS TO CARE, ALL WITH A STRONG COMMITMENT TO CULTURAL HUMILITY 0 0 13918946 9364564 FAMILY PLANNING AND REPRODUCTIVE HEALTH SERVICES - PROVIDE PERSONAL, AFFORDABLE MEDICAL SERVICES AT OUR HEALTH CENTERS INCLUDING FAMILY PLANNING SERVICES, CANCER SCREENING, STD TESTING, MIDLIFE SERVICES, MEDICAL ABORTIONS, EMERGENCY CONTRACEPTION, HPV TYPING, COLPOSCOPY, REPRODUCTIVE HEALTH SERVICES, MEDICATION AND SURGICAL ABORTIONS, CRYOTHERAPY PROCEDURES, LEEP PROCEDURES, AND OTHER SERVICES. 614481 122521 REPRODUCTIVE HEALTH EDUCATION & COUNSELING - PROVIDE EDUCATION PROGRAMS INCLUDING PROFESSIONAL DEVELOPMENT, YOUTH LEADERSHIP AND EDUCATION, COMMUNITY EDUCATION, PUBLIC INFORMATION, HEALTH COUNSELING, CONDOM DISTRIBUTION, HEALTH FAIRS AND MEDICAL RESIDENCE TRAINING. 332662 PUBLIC AFFAIRS - SHAPE PUBLIC POLICY AT THE LOCAL, STATE, AND FEDERAL LEVELS BY PROVIDING UP-TO-DATE INFORMATION ABOUT LEGISLATION, MEETING WITH PUBLIC OFFICIALS ABOUT REPRODUCTIVE HEALTH ISSUES, MOBILIZING SUPPORTERS TO TAKE ACTION TO PROTECT REPRODUCTIVE RIGHTS, HOSTING COMMUNITY EVENTS AND ADVOCACY TRAINING, WORKING WITH COALITION PARTNERS, AND COMMUNICATING OUR MESSAGE IN THE MEDIA. 14866089 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 75 0 1 219 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X OMAR CARRILLO 2513515500 1144 LOCUST STREET PHILADELPHIA PA 191076797 ALHAMBRA FRAREY BOARD MEMBER 0.50 X 0 0 0 AMY LEICHNER BOARD MEMBER 0.50 X 0 0 0 BRENDA JACKSON WRIGHT TREASURER 0.50 X X 0 0 0 CLAIRE EB ROBINSON CHAIR 1.00 X X 0 0 0 ELLIOT IMANI GRIFFIN ASST. SECRETARY 0.50 X X 0 0 0 FAE Z EHSAN BOARD MEMBER 0.50 X 0 0 0 GEORGE D BANKS-WESTON 1ST VICE CHAIR 0.50 X X 0 0 0 JASMINE OGLESBY BOARD MEMBER 0.50 X 0 0 0 JUDI GOLDING-BAKER SECRETARY 0.50 X X 0 0 0 KRYSTEN L CONNON BOARD MEMBER 0.50 X 0 0 0 LINDA S GLICKSTEIN BOARD MEMBER 0.50 X 0 0 0 MARCIE FRIEDMAN 2ND VICE CHAIR 0.50 X X 0 0 0 RENEE GARCIA BOARD MEMBER 0.50 X 0 0 0 REV MARVIN A MARSH BOARD MEMBER 0.50 X 0 0 0 TARA STEPHENSON BOARD MEMBER 0.50 X 0 0 0 DAYLE STEINBERG PRESIDENT & CEO 35.00 X 230458 0 9885 JANE NAPOLI CHIEF OPERATING OFFICER 35.00 X 176881 0 10333 VERA BAILEY VP FINANCE & IT (CFO) 35.00 X 78297 0 0 JOEL LEBED MEDICAL DIRECTOR 28.00 X 239662 0 11033 KATHERINE WOOTEN-BIELSKI CERTIFIED REGISTERED NURSE 35.00 X 123450 0 850 MARY A HORN NURSE PRACTITIONER 35.00 X 125497 0 847 MICHAEL GROWMILLER SENIOR INFORMATION TECHNOL 35.00 X 126811 0 11155 SARAH DAVIS VP OF DEVELOPMENT 35.00 X 121694 0 853 1222750 0 44956 12 0 1 0 AMERISOURCEBERGEN 1 W 1ST AVE CONSHOHOCKEN PA 19428 PHARMACEUTICALS 431741 THERACOM LLC 9715 KEY WEST AVENUE ROCKVILLE MD 20850 HEALTH CARE ANALYTICS 366106 LEE TRIPP MD 1144 LOCUST STREET PHILADELPHIA PA 19107 CONTRACT PHYSICIAN 338140 CDW GOVERNMENT INC 75 REMITTANCE DRIVE STE 1515 CHICAGO IL 60675 TECHNOLOGY SOLUTIONS 214564 DRCDB LLC 1144 LOCUST STREET PHILADELPHIA PA 19107 CONTRACT PHYSICIAN 183430 15 176913 3184956 5509579 188569 8871448 REPRODUCTIVE HEALTH EDUCATION & C 624100 6925751 6925751 FAMILY PLANNING AND REPRODUCTIVE 624100 2438813 2438813 REPRODUCTIVE HEALTH EDUCATION & C 611710 122521 122521 9487085 317857 317857 619169 409626 209543 209543 209543 0 176913 45659 -45659 -45659 MISCELLANEOUS 900099 -254813 -254813 -254813 18585461 9232272 0 481741 437600 382384 33794 21422 8427491 7364119 650814 412558 55753 46512 6792 2449 997323 832165 121340 43818 631540 527440 76291 27809 44000 44000 139765 139765 1007101 482269 509742 15090 297748 297748 763479 395059 361495 6925 312474 145261 167213 774455 606827 153892 13736 43760 36232 7528 56007 56007 522940 472969 37522 12449 282423 279430 2993 MEDICAL SUPPLIES 1325103 1325103 CONTRACT PHYSICIANS 815486 815486 BILLING SERVICES 285950 285950 LABORATORY 176185 176185 811589 692698 111323 7568 18208172 14866089 2778259 563824 2189190 1052799 3349535 2621689 1382911 727571 1061789 1203138 318496 678651 16120427 11481100 4873040 4639327 16146918 13741792 1512162 1234025 0 5735 30834041 25904727 1654035 1228233 1928362 82879 1722795 1601165 39982 0 5345174 2912277 X 18148654 15885443 7340213 7107007 25488867 22992450 30834041 25904727 X 377289 -2919423 45717 X X 0 1 X 1 0 X 5632915 5907271 5447253 5605927 8871448 31464814 5632915 5907271 5447253 5605927 8871448 31464814 88424 31376390 159555 258589 302622 240260 317857 1278883 275700 -80155 31520 362847 -254813 335099 33078796 53796014 0.94850 0.92070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18208172 18208172 1000000 250000 0 0 1000000 1000000 1000000 3000000 4500000 229126 248944 478070 250000 250000 250000 750000 1125000 114941 126862 241803 0 19269345 461684 -2573858 913778 16243393 15410588 57699 4173588 372530 19269345 16142488 32504 451569 1215973 15410588 15742775 257868 798340 656495 16142488 14846334 122176 1308600 534335 15742775 0.58270 0.35760 0.05970 1 0 597369 597369 10819728 7118809 3700919 947339 907964 39375 3712312 3454327 257985 43679 43679 4639327 X 15571932 -2919423 45659 -2873764 18445696 139765 139765 18585461 18114066 45659 45659 18068407 139765 139765 18208172 PART V, LINE 4: EARNINGS FROM PERMANENTLY RESTRICTED FUNDS ARE USED FOR OPERATIONS. BOARD-RESTRICTED FUNDS ARE AVAILABLE FOR USE IN OPERATIONS OR FOR ANY OTHER PURPOSE FALLING UNDER OUR EXEMPT ACTIVITIES. TEMPORARILY RESTRICTED ENDOWMENT FUNDS ARE AVAILABLE FOR USE UPON SATISFACTION OF THE PURPOSE FOR WHICH THE DONATIONS WERE MADE. PART X, LINE 2: THE ORGANIZATION REGULARLY REVIEWS AND EVALUATES ITS TAX POSITIONS TAKEN IN PREVIOUSLY FILED INFORMATION RETURNS AND AS REFLECTED IN ITS FINANCIAL STATEMENTS, WITH REGARD TO ISSUES AFFECTING ITS TAX EXEMPT STATUS, UNRELATED BUSINESS INCOME, AND RELATED MATTERS. THE AGENCY BELIEVES THAT IN THE EVENT OF AN EXAMINATION BY TAXING AUTHORITIES, THE AGENCY'S POSITIONS WOULD PREVAIL BASED UPON THE TECHNICAL MERITS OF SUCH POSITIONS. THEREFORE, THE AGENCY HAS CONCLUDED THAT NO TAX BENEFITS OR LIABILITIES ARE REQUIRED TO BE RECOGNIZED IN ACCORDANCE WITH THE ACCOUNTING INTERPRETATION. THE AGENCY'S FEDERAL INFORMATION RETURNS ARE GENERALLY SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THREE YEARS, INCLUDING THE FISCAL YEARS ENDED JUNE 30, 2019, 2020, AND 2021, AS WELL AS THE RETURN TO BE FILED FOR THE YEAR ENDED JUNE 30, 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUND RAISING EVENT EXPENSES 45,659. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUND RAISING EVENT EXPENSES 45,659. X X X X X X X 0 PA SPRING SOIREE 120666 120666 39355 VIRTUAL FALL GATHERING 56247 56247 3691 176913 176913 43046 43046 -43046 X X X X 0 0 0 0 0 0 0 0 0 JOEL LEBED MEDICAL DIRECTOR 239662 0 0 0 0 0 1176 0 9857 0 250695 0 0 0 DAYLE STEINBERG PRESIDENT & CEO 230458 0 0 0 0 0 0 0 9885 0 240343 0 0 0 JANE NAPOLI CHIEF OPERATING OFFICER 176881 0 0 0 0 0 479 0 9854 0 187214 0 0 0 X 22 188569 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY CONTROLLER AND VP-FINANCE PRIOR TO FINALIZATION. FORM IS THEN MADE AVAILABLE FOR REVIEW BY THE AUDIT COMMITTEE AND THE FULL BOARD OF DIRECTORS. NO APPROVAL BY THE BOARD IS REQUIRED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY FOR EMPLOYEES IS COVERED IN EMPLOYEE MANUAL. SUCH CONFLICTS ARE EXPLICITLY PROHIBITED. BOARD CONFLICT OF INTEREST POLICY IS COVERED IN BOARD TRAINING ANNUALLY. MEMBERS ARE CONTINUALLY REMINDED OF THEIR RESPONSIBILITIES IN THIS AREA. FORM 990, PART VI, SECTION B, LINE 15 CEO COMPENSATION IS SET ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD. REFERENCE IS MADE TO SALARY SURVEYS, AS WELL AS DATA FROM OTHER PLANNED PARENTHOOD AFFILIATES. SALARY REVIEW ALSO INCLUDES PERFORMANCE APPRAISAL. COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES (VP AND DIRECTORS) IS BASED ON JOB GRADE, AS WELL AS SALARY SURVEYS. ALL COMPENSATION ADJUSTMENTS REQUIRE PERFORMANCE APPRAISALS, AS WELL AS CEO APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTEREST RATE SWAP 45,717. FORM 990, PART XII, LINE 2C THE PROCESS IS THE SAME AS LAST YEAR. THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT IS A SUBSET OF THE BUDGET AND FINANCE COMMITTEE. THE AUDIT COMMITTEE IS STAFFED WITH BOARD MEMBERS AND NON-BOARD MEMBERS. THIS COMMITTEE OVERSEES THE AUDIT PROCESS. AT THE CONCLUSION OF THE AUDIT, THE COMMITTEE MEETS WITH THE AUDITORS WITHOUT THE CONTROLLER AND VP-FINANCE PRESENT SO THAT THE AUDITORS MAY SPEAK MORE CANDIDLY ABOUT ANY CONCERNS THEY MIGHT HAVE. BETTER HEALTH A PLANNED PARENTHOOD PARTNERSHIP 1144 LOCUST STREET PHILADELPHIA PA 19107 233084482 MEDICAL BILLING & IT SERVICES PA 501(C)(3) LINE 7 0 PLANNED PARENTHOOD PENNSYLVANIA ADVOCATES 1514 N 2ND STREET HARRISBURG PA 17102 232208281 LOBBYING PA 501(C)(4) 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0