2019-05-15T13:51:57-05:00 2018-06-30 231144520 TAIT WELLER & BAKER LLP 50 SOUTH 16TH STREET SUITE 2900 PHILADELPHIA PA 19102 990 2017-07-01 231352509 PLANNED PARENTHOOD SOUTHEASTERN PA PLAN 2153515500 1144 LOCUST STREET PHILADELPHIA PA 19107 DAYLE STEINBERG PRESIDENT & CEO 2153515500 2019-05-15 1 STACY CULLEN P00974308 2159798800 2019-05-15 50.239.110.162 2019-05-15 14:51:47 ED P A4BF3E6FED897BEA479E65A428327275E916FE0C A4BF3E6FED897BEA479E65A428327275E916FE0C 2017 2019-02-21 02:37:17Z DAYLE STEINBERG 1144 LOCUST STREET PHILADELPHIA PA 19107 20042486 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. 18 18 229 300 0 0 8785735 5632915 12762118 12894863 357491 401650 343904 245135 22249248 19174563 0 0 0 0 10679288 9623205 138000 138000 486358 7565867 7527143 18383155 17288348 3866093 1886215 27242374 29826032 3249546 3193706 23992828 26632326 X IT IS PPSP'S MISSION TO PROTECT AND ENHANCE REPRODUCTIVE FREEDOM, INCREASE ACCESS TO REPRODUCTIVE HEALTH SERVICES AND INFORMATION, AND PROMOTE SEXUAL HEALTH. PPSP PROVIDES HIGH-QUALITY SEXUAL HEALTH CARE, OFFERS EXPERT SEXUALITY EDUCATION, AND PROMOTES EFFECTIVE ADVOCACY TO PROTECT THE RIGHT OF REPRODUCTIVE CHOICE. 0 0 13437893 12739702 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 ABORTIONS, CRYOTHERAPY PROCEDURES, LEEP PROCEDURES, AND OTHER SERVICES. 413048 124112 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. 590872 31049 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. 14441813 1 1 0 1 0 0 0 0 0 1 1 1 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 0 0 0 0 0 1 0 0 0 1 114 0 1 229 1 0 0 0 0 0 0 0 0 0 0 X 18 18 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 CAROL A WILLIAMS CHAIR 1.00 X X 0 0 0 BRENDA JACKSON WRIGHT 1ST VICE CHAIR 0.50 X X 0 0 0 KATHRYN LOEV PUTNAM 2ND VICE CHAIR 0.50 X X 0 0 0 JUDY WILSON SECRETARY 0.50 X X 0 0 0 BILLY J SMITH ASST. SECRETARY 0.50 X X 0 0 0 KIMBERLY C OXHOLM TREASURER 0.50 X X 0 0 0 LCLARKE BLYNN BOARD MEMBER 0.50 X 0 0 0 GEORGE D BANKS JR BOARD MEMBER 0.50 X 0 0 0 KRYSTEN L CONNON BOARD MEMBER 0.50 X 0 0 0 AMY R GAVIN BOARD MEMBER 0.50 X 0 0 0 ELICIA GONZALEZ BOARD MEMBER 0.50 X 0 0 0 NANCY H EALES BOARD MEMBER 0.50 X 0 0 0 MARCIE FRIEDMAN BOARD MEMBER 0.50 X 0 0 0 DEBASRI GHOSH BOARD MEMBER 0.50 X 0 0 0 KENDRA HYPOLITE BOARD MEMBER 0.50 X 0 0 0 LINDA S GLICKSTEIN BOARD MEMBER 0.50 X 0 0 0 ARIANA KATZ BOARD MEMBER 0.50 X 0 0 0 JANE ROH BOARD MEMBER 0.50 X 0 0 0 DAYLE STEINBERG PRESIDENT & CEO 35.00 X 207753 0 11520 JANE NAPOLI CHIEF OPERATING OFFICER 35.00 X 141172 0 10118 VERA BAILEY VP FINANCE & IT (CFO) 35.00 X 127345 0 9815 KATHY CABLE VP ORG DEVELOPMENT 35.00 X 119101 0 11360 JOEL LEBED MEDICAL DIRECTOR 35.00 X 202905 0 11360 MAGGIE GROFF VP EXTERNAL AFFAIRS 35.00 X 105017 0 9353 DEBORAH LENNON CLINICIAN 35.00 X 127317 0 9699 DAVID OTWELL CONTROLLER 35.00 X 106034 0 2269 1136644 0 75494 8 0 1 0 LEE TRIP MD 1144 LOCUST STREET PHILADELPHIA PA 19107 CONTRACT PHYSICIAN 390605 RS ANESTHESIA SERVICES PO BOX 3140 AMBLER PA 19002 ANESTHESIA SERVICES 281440 CHARLES BENJAMIN MD 2751 COMLY ROAD PHILADELPHIA PA 19054 CONTRACT PHYSICIAN 214450 LABORATORY CORPORATION OF AMERICA 531 S SPRING STREET BURLINGTON NC 27215 LABORATORY SERVICES 188311 WEIDENHAMMER SYSTEMS CORPORATION 935 BERKSHIRE BLVD WYOMISSING PA 19610 IT SERVICES 167707 5 161611 1461766 4009538 5632915 REPRODUCTIVE HEALTH EDUCATION & C 624100 8727055 8727055 FAMILY PLANNING AND REPRODUCTIVE 624100 4012647 4012647 REPRODUCTIVE HEALTH EDUCATION & C 611710 124112 124112 PUBLIC AFFAIRS 900099 31049 31049 12894863 159555 159555 1010191 768096 242095 242095 242095 69262 161611 99827 -30565 -30565 275700 275700 275700 19174563 13170563 0 371085 287430 248929 30239 8262 7832525 6783359 824032 225134 84453 61804 21049 1600 829600 615752 197497 16351 589197 439242 138202 11753 16686 16686 50475 50475 138000 138000 134836 55501 79335 221064 221064 454872 233720 207080 14072 319881 128847 191034 803167 616519 174948 11700 87731 60672 19725 7334 71579 71579 592572 529931 47760 14881 292173 289180 2993 MEDICAL SUPPLIES 1720097 1720097 CONTRACT PHYSICIANS 885305 885305 PRACTICE MANAGEMENT 678368 678368 LABORATORY 204406 204406 993931 890181 66479 37271 17288348 14441813 2360177 486358 2987040 5718485 63995 498 3004255 1704345 1349389 1336948 325122 330317 17148137 11733638 5717773 5414499 12126377 12490090 1663745 2761359 4678 69491 27242374 29826032 1026247 1119493 53818 10678 2169481 2063535 3249546 3193706 X 15033988 17710810 3632159 3498454 5326681 5423062 23992828 26632326 27242374 29826032 X 1886215 688470 64813 X X 0 1 X 1 1 1 X 4894722 5823981 7228165 8785735 5632915 32365518 4894722 5823981 7228165 8785735 5632915 32365518 1219708 31145810 176319 196273 136565 110330 159555 779042 716290 491619 611314 360464 275700 2455387 35599947 61701857 0.87490 0.86420 X 107069 108350 215419 17072929 17288348 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 153718 157678 162920 215419 689735 250000 250000 250000 250000 1000000 1500000 77976 76552 82780 107069 344377 0 14846334 122176 1308600 534335 15742775 12314094 1757091 1312701 537552 14846334 12608779 689787 24845 1009317 12314094 12644317 688138 145461 869137 12608779 10991777 512431 1837993 697884 12644317 0.59170 0.34450 0.06380 1 0 597368 597368 9834129 5779673 4054456 947339 675217 272122 5769301 5278748 490553 5414499 INTEREST IN PERPETUAL TRUST 262046 F CHARITABLE REMAINDER TRUST 1418887 F ALTERNATIVE INVESTMENTS 1080426 F 2761359 X 19962860 688470 99827 788297 19174563 0 19174563 17388175 99827 99827 17288348 0 17288348 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, 2015, 2016, AND 2017, AS WELL AS THE RETURN TO BE FILED FOR THE YEAR ENDED JUNE 30, 2018. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUND RAISING EVENT EXPENSES 99,827. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUND RAISING EVENT EXPENSES 99,827. X X X X X X X 0 QUINN CONSULTING ASSOCIATES LLC 658 FERNFIELD CIRCLE WAYNE PA 19087 CONTRACT DEVELOPMENT DIRECTOR 0 0 138000 -138000 138000 -138000 PA GALA 150436 105305 45131 3000 25500 1875 29892 FALL EVENT 80437 56306 24131 3950 15915 4750 14945 230873 161611 69262 6950 41415 6625 44837 99827 -30565 X X X X 0 0 0 0 0 0 0 0 0 DAYLE STEINBERG PRESIDENT & CEO 207753 0 0 0 0 0 4155 0 7365 0 219273 0 0 0 JANE NAPOLI CHIEF OPERATING OFFICER 141172 0 0 0 0 0 2823 0 7295 0 151290 0 0 0 JOEL LEBED MEDICAL DIRECTOR 202905 0 0 0 0 0 4058 0 7302 0 214265 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 64,813. 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