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INTERMOUNTAIN PLANNED PARENTHOOD INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
INTERMOUNTAIN PLANNED PARENTHOOD INC (EIN 81-0307201)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-13
IRS object ID
202521339349301207
Schema version
2023v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-13T06:24:55-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760269860PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Blazek & VetterlingBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12900 Weslayan Suite 200AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810307201EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Intermountain Planned ParenthoodBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINTEBusinessNameControlTxt
Phone4062483636PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11643 Lewis Ave Suite 211AddressLine1Txt
CityBillingsCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59102ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMartha FullerPersonNm
Person TitleCEOPersonTitleTxt
Phone4062483636PhoneNum
Signature2025-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBarbara MurphyPreparerPersonNm
PTINP01386215PTIN
Phone7134395739PhoneNum
Preparation2025-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1Planned Parenthood of MontanaBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerMartha FullerPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11643 Lewis Ave Suite 211AddressLine1Txt
CityBillingsCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59102ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,831,195GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.plannedparenthood.org/montana/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1969FormationYr
Legal Domicile StateMTLegalDomicileStateCd
Activity Or MissionTo promote social awareness of reproductive health.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee77TotalEmployeeCnt
Total Volunteers12TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,337,237PYContributionsGrantsAmt
CY Contributions Grants$1,959,104CYContributionsGrantsAmt
PY Program Service Revenue$3,780,032PYProgramServiceRevenueAmt
CY Program Service Revenue$3,342,586CYProgramServiceRevenueAmt
PY Investment Income$166,098PYInvestmentIncomeAmt
CY Investment Income$20,823CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$7,283,367PYTotalRevenueAmt
CY Total Revenue$5,322,513CYTotalRevenueAmt
PY Grants And Similar Paid$220,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$4,917,146PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$5,355,107CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$272,879CYTotalFundraisingExpenseAmt
PY Other Expenses$2,262,728PYOtherExpensesAmt
CY Other Expenses$2,389,332CYOtherExpensesAmt
PY Total Expenses$7,399,874PYTotalExpensesAmt
CY Total Expenses$7,744,439CYTotalExpensesAmt
PY Revenues Less Expenses-$116,507PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$2,421,926CYRevenuesLessExpensesAmt
Total Assets BOY$7,202,170TotalAssetsBOYAmt
Total Assets EOY$5,442,514TotalAssetsEOYAmt
Total Liabilities BOY$624,132TotalLiabilitiesBOYAmt
Total Liabilities EOY$894,552TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,578,038NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,547,962NetAssetsOrFundBalancesEOYAmt
MissionPlanned Parenthood of Montana empowers all people to make informed decisions and ensures the freedom to manage their own sexuality, and personal health by providing the highest quality confidential healthcare services, education, and advocacy.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$6,934,022ExpenseAmt
Revenue$3,342,586RevenueAmt
DescPlanned Parenthood of Montana (PPMT) provides comprehensive reproductive and sexual healthcare services to individuals within Montana. In keeping with its mission, PPMT provides care without charge or at reduced rates to patients who meet certain criteria under its charity care policy. In addition, PPMT offers educational programs and community outreach.Desc
Total Program Service Expenses$6,934,022TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document26IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee77EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMartha FullerPersonNm
Phone4065291163PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11643 Lewis Ave Suite 211AddressLine1Txt
CityBillingsCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59102ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Sara Hagen Hull
Chair2.0010.00Yes (X)Yes (X)$0$0$0
Wayne Mortimer
Vice Chair2.000.00Yes (X)Yes (X)$0$0$0
Gail Gutsche
Secretary2.000.00Yes (X)Yes (X)$0$0$0
Libby Johnson
Treasurer2.000.00Yes (X)Yes (X)$0$0$0
Elizabeth Annie Crowe
Director1.001.00Yes (X)$0$0$0
Christine Kaufmann
Director1.001.00Yes (X)$0$0$0
Katie Lysinger
Director1.000.00Yes (X)$0$0$0
Mariah Welch
Director1.000.00Yes (X)$0$0$0
Susan Whittinghill
Director1.001.00Yes (X)$0$0$0
Nonie Woolf
Director1.000.00Yes (X)$0$0$0
Martha Fuller
CEO35.005.00Yes (X)$178,877$19,021$20,986
Rajeev Pillai
COO/CFO40.000.00Yes (X)$183,561$0$22,464
Samuel Dickman
Chief Medical Officer40.000.00$233,920$0$16,694Yes (X)
Christopher Coburn
VP Health Equity40.000.00$142,404$0$2,418Yes (X)
Rebecca Swonson
Medical40.000.00$107,363$0$23,727Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$846,125TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$19,021TotReportableCompRltdOrgAmt
Total Other Compensation$86,289TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K5IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Karadi Enterprises LLCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 705AddressLine1Txt
CityBillingsCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59103ZIPCd
FieldValueIRS element (for citing)
ServicesAccounting and consulting servicesServicesDesc
Compensation$149,310CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Government Grants$803GovernmentGrantsAmt
All Other Contributions$1,958,301AllOtherContributionsAmt
Noncash Contributions$31,363NoncashContributionsAmt
Total Contributions$1,959,104TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Patient services621300$3,136,083$3,136,083
Reimbursments & refunds900099$158,503$158,503
Consulting services541610$48,000$48,000
FieldValueIRS element (for citing)
Total Program Service Revenue$3,342,586TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$113,936TotalRevenueColumnAmt
Exclusion$113,936ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,415,569SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,508,682SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$93,113SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$93,113TotalRevenueColumnAmt
Exclusion-$93,113ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,322,513TotalRevenueColumnAmt
Related Or Exempt Func Income$3,342,586RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$20,823ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$447,502TotalAmt
Program Services$406,696ProgramServicesAmt
Management And General$24,435ManagementAndGeneralAmt
Fundraising$16,371FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,631,161TotalAmt
Program Services$3,300,052ProgramServicesAmt
Management And General$198,274ManagementAndGeneralAmt
Fundraising$132,835FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$74,912TotalAmt
Program Services$68,081ProgramServicesAmt
Management And General$4,091ManagementAndGeneralAmt
Fundraising$2,740FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$903,237TotalAmt
Program Services$820,875ProgramServicesAmt
Management And General$49,320ManagementAndGeneralAmt
Fundraising$33,042FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$298,295TotalAmt
Program Services$271,095ProgramServicesAmt
Management And General$16,288ManagementAndGeneralAmt
Fundraising$10,912FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$19,847TotalAmt
Program Services$3,725ProgramServicesAmt
Management And General$16,122ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$30,300TotalAmt
Management And General$30,300ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$6,983TotalAmt
Management And General$6,983ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$644,301TotalAmt
Program Services$609,087ProgramServicesAmt
Management And General$27,227ManagementAndGeneralAmt
Fundraising$7,987FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$230,905TotalAmt
Program Services$102,596ProgramServicesAmt
Management And General$89,709ManagementAndGeneralAmt
Fundraising$38,600FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$93,815TotalAmt
Program Services$85,027ProgramServicesAmt
Management And General$7,989ManagementAndGeneralAmt
Fundraising$799FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$295,592TotalAmt
Program Services$290,171ProgramServicesAmt
Management And General$4,928ManagementAndGeneralAmt
Fundraising$493FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$79,885TotalAmt
Program Services$66,019ProgramServicesAmt
Management And General$5,421ManagementAndGeneralAmt
Fundraising$8,445FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$62,339TotalAmt
Program Services$61,700ProgramServicesAmt
Management And General$581ManagementAndGeneralAmt
Fundraising$58FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$102,878TotalAmt
Program Services$102,253ProgramServicesAmt
Management And General$568ManagementAndGeneralAmt
Fundraising$57FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Contraceptive supplies$451,088$451,088
Medical supplies$290,672$290,672
Dues & memberships$80,727$4,885$55,302$20,540

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$7,744,439TotalAmt
Program Services$6,934,022ProgramServicesAmt
Management And General$537,538ManagementAndGeneralAmt
Fundraising$272,879FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$314,676BOYAmt
EOY$11,214EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,608,733BOYAmt
EOY$1,156EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$383,294BOYAmt
EOY$372,135EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$57,205BOYAmt
EOY$153,487EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$14,427BOYAmt
EOY$42,255EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,214,576LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,349,436LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$927,624BOYAmt
EOY$865,140EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,810,104BOYAmt
EOY$3,698,732EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$86,107BOYAmt
EOY$298,395EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,202,170BOYAmt
EOY$5,442,514EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$537,557BOYAmt
EOY$626,558EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
EOY$75,915EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$86,575BOYAmt
EOY$192,079EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$624,132BOYAmt
EOY$894,552EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,237,299BOYAmt
EOY$4,188,243EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$340,739BOYAmt
EOY$359,719EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,578,038BOYAmt
EOY$4,547,962EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,202,170BOYAmt
EOY$5,442,514EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$2,421,926ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$391,850NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,095,932CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,844,286CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,826,359CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,337,237CurrentTaxYearMinus1YearAmt
Current Tax Year$1,959,104CurrentTaxYearAmt
Total$24,062,918TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,095,932CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,844,286CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,826,359CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,337,237CurrentTaxYearMinus1YearAmt
Current Tax Year$1,959,104CurrentTaxYearAmt
Total$24,062,918TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$168,239SubstantialContributorsTotAmt
Public Support Total170$23,894,679PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$93,331CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19,177CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$78,390CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$136,969CurrentTaxYearMinus1YearAmt
Current Tax Year$113,936CurrentTaxYearAmt
Total$441,803TotalAmt
FieldValueIRS element (for citing)
Total Support$24,504,721TotalSupportAmt
Gross Receipts Rltd Activities$17,639,226GrossReceiptsRltdActivitiesAmt
Public Support CY1700.97510PublicSupportCY170Pct
Public Support PY1700.98520PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$315,731BeginningYearBalanceAmt
Investment Earnings Or Losses$43,988InvestmentEarningsOrLossesAmt
End Year Balance$359,719EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$282,277BeginningYearBalanceAmt
Investment Earnings Or Losses$33,454InvestmentEarningsOrLossesAmt
End Year Balance$315,731EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$146,241BeginningYearBalanceAmt
Contributions$194,239ContributionsAmt
Investment Earnings Or Losses-$58,203InvestmentEarningsOrLossesAmt
End Year Balance$282,277EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$104,797BeginningYearBalanceAmt
Investment Earnings Or Losses$41,444InvestmentEarningsOrLossesAmt
End Year Balance$146,241EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$95,215BeginningYearBalanceAmt
Investment Earnings Or Losses$9,582InvestmentEarningsOrLossesAmt
End Year Balance$104,797EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.52870PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.47130TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$281,286OtherCostOrOtherBasisAmt
Book Value$281,286BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,382,936OtherCostOrOtherBasisAmt
Depreciation$819,569DepreciationAmt
Book Value$563,367BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$550,354OtherCostOrOtherBasisAmt
Depreciation$529,867DepreciationAmt
Book Value$20,487BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$865,140TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
Operating lease right of use asset$186,937
Planned Parenthood Federation of America$3,382
Due from Planned Parenthood Advocates of Montana$108,076
FieldValueIRS element (for citing)
Total Book Value Other Assets$298,395TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Operating lease liability$189,739
Due from Planned Parenthood Advocates of Montana PAC$2,340
FieldValueIRS element (for citing)
Total Liability$192,079TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart V, Line 4:FormAndLineReferenceDesc
ExplanationThe endowment was established to provide long-term support to the programs and operations of Planned Parenthood.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Samuel Dickman
Chief Medical Officer$233,920$0$0$0$0$0$6,000$0$10,694$0$250,614$0$0$0
Martha Fuller
CEO$178,877$19,021$0$0$0$0$4,311$406$14,982$1,287$198,170$20,714$0$0
Rajeev Pillai
COO/CFO$183,561$0$0$0$0$0$5,709$0$16,755$0$206,025$0$0$0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$31,363NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 1aThe Executive Committee consists of the Officers of the Board, the most immediate past Board Chair of the Board, if the former Board Chair is a present member of the Board, and if possible, one (1) Director from each clinic location to the extent that an officer does not otherwise represent each location. The Corporation's President/CEO and Legal Counsel shall serve as ex-officio members of the Executive Committee without voting authority. The Executive Committee shall monitor Board structures and processes. The Executive Committee shall consider ongoing financial, operational, compliance, and legal risks and how the Corporation manages them. The Executive Committee shall identify issues to be considered by the Board and make recommendations to the Board. The Executive Committee works with the authority of the Board and, accordingly, shall convene to resolve an urgent matter. Actions by the Executive Committee shall be reported to the Board and may be reviewed and ratified by the Board's resolution. However, no such review and ratification shall be required. The Executive Committee shall ensure that strong succession planning is in place for the President/CEO and work with the President/CEO to ensure that strong succession planning is in place for the top management team. The Executive Committee shall review the President/CEO's performance annually, report to the Board on such review, and make recommendations regarding the President/CEO's compensation. This review shall be written and part of the permanent records. Key tasks of this committee shall include acting as a collaboration center for the President/CEO, a forum for conversation, a panel for vetting strategic plans, and a critical decision-making entity. The Executive Committee may work as the liaison between the President/CEO and the Board and as a forum for the President/CEO and the Executive Committee to vet strategies, problem-solve, and polish presentations before they are submitted to the full Board.
Form 990, Part VI, Section B, line 11bManagement reviews Form 990 and provides a copy to the governing body for approval before filing with the IRS.
Form 990, Part VI, Section B, line 12cAll directors shall disclose any possible conflict of interest as soon as possible. Upon such disclosure, each director shall fully disclose the nature of the interest and abstain from deliberating and voting on any matter under consideration at a Board or committee meeting in which such director has a conflict of interest.
Form 990, Part VI, Section B, line 15All salaries are compared to PPFA affiliates nationally, and local compensation information is gathered to ensure comparability. The Board of Directors meets and determines compensation for the CEO. Leadership discusses and approves compensation for the COO/CFO.
Form 990, Part VI, Section C, line 19These documents are available upon request.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
Planned Parenthood Advocates of Montana
1643 Lewis Ave Suite 211BillingsMT59102810467220To promote social awareness of reproductive healthMT501(c)(4)N/AIntermountain Planned ParenthoodYes (1)
Planned Parenthood Advocates of Montana PAC
1643 Lewis Ave Suite 211BillingsMT59102371832017To promote social awareness of reproductive healthMT527N/AIntermountain Planned ParenthoodYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Planned Parenthood Advocates MontanaBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeRTransactionTypeTxt
Involved$108,076InvolvedAmt
Method Of Amount DeterminationCashMethodOfAmountDeterminationTxt