2025-08-13T15:38:14-05:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2023-10-01 221643997 PLANNED PARENTHOOD OF NORTHERN CENTRAL AND SOUTHERN NEW JERSEY INC PLAN 9735399580 196 SPEEDWELL AVE MORRISTOWN NJ 07960 RON TOFFOLO CHIEF FINANCIAL OFFICER 9735399580 2025-08-11 1 0 WILLIAM A LOUGHERY P01603932 2156433900 2025-08-11 2023 2025-03-06 01:10:19Z TRISTE BROOKS 196 SPEEDWELL AVE MORRISTOWN NJ 07960 47978338 0 X WWW.PPGNNJ.ORG X 1932 NJ PROVIDE REPRODUCTIVE HEALTH CARE, EDUCATION, AND RELATED SERVICES 14 14 230 24 0 0 27397267 31752031 13685229 15520813 99983 67068 116732 551236 41299211 47891148 1264274 1381636 0 0 19269346 21008317 0 0 1200579 14931642 16623462 35465262 39013415 5833949 8877733 39349460 49084284 9457418 9314083 29892042 39770201 X PLANNED PARENTHOOD OF NORTHERN, CENTRAL, AND SOUTHERN NEW JERSEY PROVIDES CONFIDENTIAL, AFFORDABLE, HIGH-QUALITY HEALTH CARE. WE PROTECT AND PROMOTE THE FUNDAMENTAL RIGHT OF ALL INDIVIDUALS TO MAKE THEIR OWN PERSONAL HEALTH DECISIONS. CONTINUED ON SCHEDULE O. WE PROVIDE COMPREHENSIVE HEALTH EDUCATION AND INFORMATION WHICH ENABLES INDIVIDUALS TO MAKE RESPONSIBLE AND INFORMED CHOICES. WE BELIEVE THAT RESPECT AND VALUE FOR DIVERSITY IN ALL ASPECTS OF OUR WORK ARE ESSENTIAL TO OUR ACHIEVING THIS MISSION. 0 0 29326453 15565258 IN FISCAL YEAR 2024, PPNCSNJ'S SKILLED HEALTH CARE PROFESSIONALS PROVIDED HIGH-QUALITY, AFFORDABLE FAMILY PLANNING AND REPRODUCTIVE HEALTH CARE TO 59,264 UNDUPLICATED INDIVIDUALS WITH 93,029 HEALTH CENTER VISITS. CARING PHYSICIANS, NURSE PRACTITIONERS, AND OTHER STAFF HELPED OUR PATIENTS, ENCOURAGING THEM TO ASK QUESTIONS IN AN ENVIRONMENT THAT MILLIONS HAVE GROWN TO TRUST IN 16 HEALTH CENTERS IN OUR SERVICE AREA. 1021343 50894 PPNCSNJ IS A LEADING EDUCATOR ON REPRODUCTIVE AND SEXUAL HEALTH TOPICS. WE DELIVER COMPREHENSIVE AND MEDICALLY ACCURATE INFORMATION THAT EMPOWERS PEOPLE TO MAKE INFORMED DECISIONS AND LEAD HEALTHY LIVES. OUR SEXUAL HEALTH EDUCATORS PLAY A VITAL ROLE IN PROVIDING YOUNG PEOPLE WITH HONEST SEXUALITY AND RELATIONSHIP INFORMATION TO HELP REDUCE THE ALARMINGLY HIGH RATES OF TEEN PREGNANCIES AND SEXUALLY TRANSMITTED INFECTIONS. 1381636 1381636 48927 ON CAMPUSES AND ONLINE, IN OUR STATEHOUSES AND IN COMMUNITY SETTINGS AND IN THE MEDIA, PPNCSNJ IS A VISIBLE AND PASSIONATE ADVOCATE FOR POLICIES THAT ENABLE NEW JERSEY COMMUNITY MEMBERS TO ACCESS COMPREHENSIVE REPRODUCTIVE AND SEXUAL HEALTH CARE, EDUCATION AND INFORMATION. 31729432 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 91 0 230 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X RON TOFFOLO 9735399580 196 SPEEDWELL AVE MORRISTOWN NJ 07960 C NEWMAN CHAIR 10.00 X X 0 0 0 K LAU FIRST VICE CHAIR 2.00 X X 0 0 0 J GOTTI SECOND VICE CHAIRPERSON 2.00 X X 0 0 0 J WOOD TREASURER 2.00 X X 0 0 0 S FISHER SECRETARY 2.00 X X 0 0 0 R BERRIA BOARD MEMBER 1.00 X 0 0 0 V JETHWANI BOARD MEMBER 1.00 X 0 0 0 K KLEEMAN BOARD MEMBER 1.00 X 0 0 0 M ROEMER BOARD MEMBER 1.00 X 0 0 0 J SAKS BOARD MEMBER 1.00 X 0 0 0 C WILKINS BOARD MEMBER 1.00 X 0 0 0 L WINTERS BOARD MEMBER 1.00 X 0 0 0 H HOWARD BOARD MEMBER 1.00 X 0 0 0 D NORCROSS BOARD MEMBER 1.00 X 0 0 0 C NEERING CO-PRESIDENT & CEO 35.00 X 488750 0 47090 T BROOKS CO-PRESIDENT & CEO 35.00 X 488750 0 38398 R TOFFOLO CHEIF FINANCIAL OFFICER 35.00 X 319000 0 11662 S CHA SURGICAL DIRECTOR (UNTIL 08/24) 35.00 X 283914 0 33352 G HIRSCH CHIEF MEDICAL OFFICER 35.00 X 267357 0 40252 D MILLER CHIEF INFORMATION OFFICER 35.00 X 257735 0 31319 J CORNELL CHIEF GOVERNMENT RELATIONS OFFICER (UNTIL 03/24) 35.00 X 247500 0 20471 E TALMONT CHIEF PROJECT OFFICER 35.00 X 221710 0 32435 2574716 0 254979 55 0 1 0 FORTIUM PARTNERS LP PO BOX 733128 DALLAS TX 75373 CONSULTING 259650 DONALD BOYCHUK S47 W 36105 MEADOWS DR DOUSMAN WI 53118 CONSULTING 239104 PERELMEN SECURITY GROUP INC 4150 BATTERY BLVD APT 313 WILLIAMSBURG VA 23185 SECURITY 135674 RAY JORGENSEN CONSULTING LLC 850 NEW BURTON ROAD SUITE 201 DOVER DE 19904 CONSULTING 110800 RUTGERS UNIVERSITY 335 GEORGE ST 3RD FLOOR STE 3700 NEW BRUNSWICK NJ 08901 MEDICAL SERVICES 109634 5 110276 22220116 9421639 31752031 PROGRAM REVENUE 621400 15520813 15520813 15520813 67068 67068 89358 110276 74329 15029 15029 63756 12861 50895 50895 INSURANCE REBATE 900099 391941 391941 MISCELLANEOUS 900099 93371 93371 485312 47891148 15665079 0 474038 1381636 1381636 1393650 159448 1074319 159883 15252410 12892010 2047059 313341 472714 417109 44252 11353 2342459 1831445 461794 49220 1547084 1216496 287270 43318 225306 128424 96882 127409 127409 39159 39159 2874016 2013908 756374 103734 450836 425555 6588 18693 1880581 1530238 251138 99205 1220994 1043533 120597 56864 1996947 1922568 73961 418 574032 452606 104082 17344 454871 285865 164609 4397 1085438 868350 184525 32563 617543 616343 1200 SUPPLIES AND MEDICATION 4313177 4300986 12172 19 PERSONNEL AND TRAINING 402092 192415 208046 1631 DUES 319011 24765 8400 285846 MISCELLANEOUS 42050 25732 13568 2750 39013415 31729432 6083404 1200579 6114910 3702031 2987836 9847853 3466578 2491192 1742729 1825144 541085 580666 1025817 869678 26969520 8323951 12840000 18645569 1264020 1326399 4769196 5229524 4597289 4566228 39349460 49084284 1396714 2384927 201517 476887 5825971 4934063 2033216 1518206 9457418 9314083 X 24662237 32891723 5229805 6878478 29892042 39770201 39349460 49084284 8877733 1000426 0 X 0 1 X 1 1 1 X 16596360 21716094 19133205 27397267 31752031 116594957 16596360 21716094 19133205 27397267 31752031 116594957 116594957 103874 57178 69230 76169 67068 373519 21120 2815 3377 31384 440868 499564 117468040 70399702 0.99260 0.99350 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 21,120. 2020 AMOUNT: $ 2,815. 2021 AMOUNT: $ 3,377. 2022 AMOUNT: $ 31,384. 2023 AMOUNT: $ 48,927. INSURANCE REBATE - 2023 AMOUNT: $ 391,941. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3914035 601838 210134 4305739 3757144 396213 239322 3914035 4698420 -678196 263080 3757144 4127735 734 794957 225006 4698420 4021273 650049 543587 4127735 0.90840 0.05810 0.03350 1 0 970352 970352 12866802 5125480 7741322 2617922 1223802 1394120 3950630 1974669 1975961 6563814 6563814 18645569 POOLED INVESTMENTS 5103295 F INSURANCE AFFILIATE 16229 C PREFERRED STOCK 110000 C 5229524 BENEFICIAL INTERESTS 3012551 SECURITY DEPOSITS 56725 RIGHT OF USE ASSET 1496952 4566228 LEASE LIABILITY 1518206 1518206 X 48939604 1000426 1000426 47939178 39159 -87189 -48030 47891148 39061445 87189 87189 38974256 39159 39159 39013415 PART V, LINE 4: EARNINGS AND INVESTMENT RETURNS FROM THE PERMANENT ENDOWMENT ARE EXPENDABLE FOR USE IN OPERATIONS. BOARD DESIGNATED FUNDS ARE ALSO EXPENDABLE FOR OPERATIONS IN ACCORDANCE WITH THE ENDOWMENT SPENDING POLICY AND FURTHER UPON APPROVAL OF THE BOARD OF DIRECTORS. PART X, LINE 2: THE ORGANIZATION HAS QUALIFIED AS NONPROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION FOLLOWS THE ACCOUNTING GUIDANCE FOR UNCERTAINTIES IN INCOME TAX POSITIONS, WHICH REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A MORE-LIKELY-THAN-NOT THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED SEPTEMBER 30, 2024. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSES -74,328. COST OF GOODS SOLD -12,861. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSES 74,328. COST OF GOODS SOLD 12,861. ANNUAL SPRING BENEFIT 199634 110276 89358 39880 17562 16887 199634 110276 89358 39880 17562 16887 74329 15029 1 PLANNED PARENTHOOD ACTION FUND OF NEW JERSEY 196 SPEEDWELL AVENUE MORRISTOWN NJ 07960 223243732 501(C)(4) 1381636 0 SUPPORT PUBLIC AFFAIRS PROGRAMS 0 1 PART I, LINE 2: OBTAIN REPORTS FROM GRANTEE ON USE OF FUNDS AWARDED. X X 0 0 0 0 0 0 0 1 0 C NEERING CO-PRESIDENT & CEO 425000 0 63750 0 0 0 18752 0 28338 0 535840 0 0 0 T BROOKS CO-PRESIDENT & CEO 425000 0 63750 0 0 0 18751 0 19647 0 527148 0 0 0 R TOFFOLO CHEIF FINANCIAL OFFICER 290000 0 29000 0 0 0 10038 0 1624 0 330662 0 0 0 S CHA SURGICAL DIRECTOR (UNTIL 08/24) 257757 0 26157 0 0 0 5014 0 28338 0 317266 0 0 0 G HIRSCH CHIEF MEDICAL OFFICER 238309 0 29048 0 0 0 11915 0 28337 0 307609 0 0 0 D MILLER CHIEF INFORMATION OFFICER 235235 0 22500 0 0 0 11672 0 19647 0 289054 0 0 0 J CORNELL CHIEF GOVERNMENT RELATIONS OFFICER ( 225000 0 22500 0 0 0 2769 0 17702 0 267971 0 0 0 E TALMONT CHIEF PROJECT OFFICER 201676 0 20034 0 0 0 6692 0 25743 0 254145 0 0 0 PART I, LINE 3 THE BOARD'S EXECUTIVE COMMITTEE REVIEWS AND EVALUATES THE TWO CEOS ANNUALLY AND DISCUSSES THIS INFORMATION WITH THE BOARD OF DIRECTORS IN A CLOSED SESSION. THIS EVALUATION, IN CONJUNCTION WITH COMPENSATION DATA FROM SIMILAR ORGANIZATIONS, IS CONSIDERED IN THE PROCESS OF DETERMINING FAIR COMPENSATION PART I, LINE 7 THE COMPENSATION FOR OFFICERS OTHER THAN THE CEOS IS BASED ON PERIODIC ANALYSIS CONDUCTED BY A THIRD PARTY CONSULTANT AND/OR USING A PAY SCALE VALIDATED BY PLANNED PARENTHOOD FEDERATION OF AMERICA, INC. IN ADDITION, COMPARABLE INFORMATION FROM NON-PROFIT ORGANIZATIONS IN THE AREA, BUDGET SIZE AND COST-OF-LIVING DATA ARE ALSO CONSIDERED IN MAKING A DETERMINATION. BONUSES ARE APPROVED BY THE BOARD AND ARE GIVEN TO ALL EMPLOYEES WHO QUALIFY. QUALIFICATION IS ALSO BASED ON LEGNTH OF SERVICE FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIRPERSON OF THE BOARD, VICE-CHAIRPERSON(S), TREASURER, SECRETARY, AND THE CHAIRPERSON OF THE BOARD GOVERNANCE COMMITTEE. THE EXECUTIVE COMMITTEE HAS AUTHORITY TO ACT FOR THE BOARD ON URGENT MATTERS WHICH REQUIRE ACTION BETWEEN REGULARLY SCHEDULED MEETINGS OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE FORM 990 IS REVIEWED AND APPROVED BY THE CHIEF EXECUTIVE OFFICERS, THE CHIEF FINANCIAL OFFICER, AND THE CHAIR OF THE BUDGET AND FINANCE COMMITTEE. A COPY OF THE FORM 990 IS THEN PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO ALL MEMBERS OF THE BOARD OF DIRECTORS, MEMBERS OF BOARD COMMITTEES, AND OFFICER(S) OF THE ORGANIZATION AS DEFINED IN ITS BY-LAWS. CONFLICT OF INTEREST FORMS ARE REQUIRED ANNUALLY. THE BOARD OR SEPERATE COMMITTEE OF THE BOARD IS RESPONSIBLE FOR OVERALL COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. IF A CONFLICT OF INTEREST SHOULD ARISE, THE BOARD OR SEPERATE COMMITTEE WOULD REVIEW THE FACTS AND DETERMINE IF DISIPLINARY ACTION IS NEEDED. FORM 990, PART VI, SECTION B, LINE 15 THE CO-PRESIDENT AND CEOS ARE EVALUATED ANNUALLY BY THE BOARD OF DIRECTORS. THE BOARD'S EXECUTIVE COMMITTEE THEN EVALUATES, REVIEWS, AND DISCUSSES THE INFORMATION WITH THE BOARD IN CLOSED SESSION. COMPENSATION DATA IS OBTAINED FROM SIMILAR AND LIKE ORGANIZATIONS AND IS CONSIDERED IN THIS PROCESS. A FAIR COMPENSATION AMOUNT IS DETERMINED AS A RESULT OF THIS PROCESS. FORM 990, PART VI, SECTION B, LINE 15B: PPNCSNJ DOES NOT HAVE ANY EMPLOYEES THAT MEET THE INTERNAL REVENUE SERVICE DEFINITION OF KEY EMPLOYEE. THE COMPENSATION DETERMINATION FOR OFFICERS OTHER THAN THE CO-PRESIDENT AND CEOS, IS BASED ON AN ANALYSIS CONDUCTED PERIODICALLY BY A THIRD-PARTY CONSULTANT AND/OR USING PAYSCALE, A VALIDATED COMPENSATION PROGRAM PROVIDED BY PLANNED PARENTHOOD FEDERATION OF AMERICA, INC., WHICH HAS MARKET DATA RELEVANT TO POSITION RESPONSIBILITIES AND REVIEWS COMPARABLE NON-PROFIT ORGANIZATIONS IN THE LOCAL AND REGIONAL AREAS. BUDGET SIZE AND COST-OF-LIVING DATA ARE USED TO DETERMINE COMPARABLE MARKET RATES. COMPENSATION AND THE ABOVE FACTORS ARE REVIEWED AND DOCUMENTED ANNUALLY. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST