2017-05-09T16:22:06-05:00 2016-06-30 390758449 WIPFLI LLP 303 N 28TH STREET SUITE 503 BILLINGS MT 59101 990 2015-07-01 810307201 INTERMOUNTAIN PLANNED PARENTHOOD INTE 4062483636 1116 GRAND AVE SUITE 1 NO 201 BILLINGS MT 59102 MARTHA STAHL CEO 4062483636 2017-05-08 1 KIMBERLY E DARE P00537995 4062481681 2017-05-08 2015 2021-01-29 14:40:06Z MARTHA STAHL 1116 GRAND AVE SUITE 1 NO 201 BILLINGS MT 59102 6065219 0 X WWW.PLANNEDPARENTHOOD.ORG/MONTANA/ X 1969 MT PLANNED 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. 14 14 88 384 0 0 2372666 2257233 3775270 3588530 24162 6283 168261 118450 6340359 5970496 0 0 0 0 3895473 3633437 0 0 349123 2390507 2473839 6285980 6107276 54379 -136780 3188745 3015566 1197240 1175383 1991505 1840183 PLANNED 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. 0 0 5402863 3683209 FAMILY PLANNING, MEDICAL SERVICES AND EDUCATIONAL PROGRAMS, INCLUDING COMMUNITY OUTREACH 5402863 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 27 0 88 1 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X KATIE RANTA 4065291163 1116 GRAND AVE STE 201 BILLINGS MT 59101 BARB VIES BOARD MEMBER 1.70 X 0 0 0 BARBARA SCHNEEMAN VICE CHAIR 1.70 1.40 X X 0 0 0 BESS LOVEC SECRETARY 1.70 X X 0 0 0 CATHY KENDALL BOARD MEMBER 1.70 X 0 0 0 DEBORAH AGNEW CHAIR 1.70 X X 0 0 0 EVAN BARRETT BOARD MEMBER 1.70 1.40 X 0 0 0 KARI KAISER BOARD MEMBER 1.70 X 0 0 0 KATIE RANTA VICE TREASURER 1.70 1.40 X 0 0 0 MAGGY ROZYCKI HILTNER BOARD MEMBER 1.70 X 0 0 0 MARGARET DUFRECHOU BOARD MEMBER 1.70 X 0 0 0 MARIAH WELCH BOARD MEMBER 1.70 X 0 0 0 MIMI HALL GUSTAFSON BOARD MEMBER 1.70 X 0 0 0 TANIS HOLM EX-OFFICIO 1.70 X 0 0 0 TESS CARLSON BOARD MEMBER 1.70 1.40 X 0 0 0 THERESA BUSHMAN BOARD MEMBER 1.70 X 0 0 0 DIANE PEDERSON CFO 40.00 1.50 X 65333 0 1500 MARTHA STAHL PRESIDENT & CEO 40.00 1.40 X 142221 0 5346 207554 0 6846 2 0 0 0 0 18904 1093202 1145127 2257233 PATIENT FEES 621300 3588530 3588530 3588530 16407 16407 68377 4000 77354 5147 -8977 -1147 -10124 -10124 25869 18904 12222 13647 13647 OTHER REVENUE 621300 104803 104803 104803 5970496 3683209 0 30054 X 362782 330688 7435 24659 2722583 2481722 55798 185063 548072 501336 9348 37388 89 89 20150 17605 1173 1372 80627 58008 5 22614 46169 36788 9081 300 79670 67546 7235 4889 170487 156433 5948 8106 219108 209281 449 9378 102303 93940 2076 6287 10577 3927 253 6397 34936 34936 62518 55091 3424 4003 115879 115879 64556 62666 871 1019 CONTRACEPTIVES 801503 801503 0 0 REPAIRS & MAINTENANCE 96960 94063 0 2897 LABORATORY 93581 93581 0 0 BANK CHARGES AND BAD DE 93429 5355 87361 713 381297 333241 14018 34038 6107276 5402863 355290 349123 261954 341444 688560 587999 50000 50000 100974 103951 25096 41395 3234309 1634953 1720382 1599356 239850 187374 101929 104047 3188745 3015566 722431 473899 167712 426715 398153 87263 48094 48356 1197240 1175383 X 1726853 1587038 168399 154219 96253 98926 1991505 1840183 3188745 3015566 -136780 -14542 0 X 0 1 X 1 1 1 X 2384860 1935810 2535732 2423939 2283102 11563443 3081950 3513944 3627840 3775270 3588530 17587534 5466810 5449754 6163572 6199209 5871632 29150977 0 0 0 29150977 20335 8610 12018 24162 6283 71408 20335 8610 12018 24162 6283 71408 124249 353828 166494 131437 104803 880811 5611394 5812192 6342084 6354808 5982718 30103196 0.96840 0.96580 0.00240 0.00290 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2011 AMOUNT: $ 124,249. 2012 AMOUNT: $ 353,828. 2013 AMOUNT: $ 166,494. 2014 AMOUNT: $ 131,437. 2015 AMOUNT: $ 104,803. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 96215 5150 -1515 1013 98837 94472 810 1847 914 96215 81312 17266 4106 94472 72410 928 7974 81312 54742 16794 874 72410 1.00000 0 0 281286 281286 571514 133989 437525 1421521 649902 771619 959988 851062 108926 1599356 MARKETABLE INVESTMENTS 187374 C 187374 ANNUITY PAYABLE 48356 48356 5908609 -10894 -10163 -21057 5929666 40830 40830 5970496 6126601 21415 21415 6105186 2090 2090 6107276 PART V, LINE 4: TO SUPPORT ORGANIZATION'S EXEMPT PURPOSE PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED ON SCHEDULE G 12,222. REVENUES REPORTED ON PLANNED PARENTHOOD ADVOCATES 990 38,762. FINANCIAL STATEMENT CONSOLIDATION ELIMINATIONS -61,147. PART XI, LINE 4B - OTHER ADJUSTMENTS: TEMPORARILY RESTRICTED CONTRIBUTIONS 32,505. TEMPORARILY RESTRICTED INTEREST 5,177. TEMPORARILY RESTRICTED REALIZED GAINS -8,000. PERMANENTLY RESTRICTED CONTRIBUTIONS 5,150. PERMANENTLY RESTRICTED INTEREST 4,565. PERMANENTLY RESTRICTED REALIZED GAINS -657. NEGATIVE REVENUE PER FINANCIAL STATEMENTS REPORTED AS EXPENSE ON 990 2,090. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED ON SCHEDULE G 12,222. EXPENSES REPORTED ON PLANNED PARENTHOOD ADVOCATES 990 74,882. FINANCIAL STATEMENT CONSOLIDATION ELIMINATIONS -65,689. PART XII, LINE 4B - OTHER ADJUSTMENTS: NEGATIVE REVENUE PER FINANCIAL STATEMENTS REPORTED AS EXPENSE ON 990 2,090. X X X X X X X MT SHOW 29920 11095 18825 550 7617 257 3798 HOUSE PARTY 7809 7809 1 7044 7044 44773 18904 25869 550 7617 257 3798 12222 13647 X X X 0 0 0 0 0 0 0 0 0 0 1 1 PART I, LINE 32B: ALL SECURITY/STOCK DONATIONS ARE RECEIVED AND CONVERTED TO CASH BY AGENTS AT EDWARDS JONES AND DA DAVIDSON. FORM 990, PART VI, SECTION B, LINE 11 THE DOCUMENT IS REVIEWED BY MANAGEMENT AND, IF ACCEPTABLE, SENT TO THE GOVERNING BODY FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS THE RATES PEOPLE ARE CHARGING AND REQUIRES BIDS IF THERE IS A CONFLICT OF INTEREST. THERE IS ALSO AN ANNUAL REVIEW FOR POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS MEETS AND DETERMINES COMPENSATION FOR THE CEO. ALL SALARIES ARE COMPARED TO PPFA AFFILIATES NATIONALLY AND LOCAL INFORMATION IS ALSO GATHERED TO ENSURE COMPARABILITY. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART IX, LINE 24E PHARMACEUTICAL SUPPLIES: PROGRAM SERVICE EXPENSES 82,248. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 82,248. MEDICAL SUPPLIES: PROGRAM SERVICE EXPENSES 74,935. MANAGEMENT AND GENERAL EXPENSES 35. FUNDRAISING EXPENSES 726. TOTAL EXPENSES 75,696. TELEPHONE: PROGRAM SERVICE EXPENSES 36,875. MANAGEMENT AND GENERAL EXPENSES 12,247. FUNDRAISING EXPENSES 2,301. TOTAL EXPENSES 51,423. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 25,583. MANAGEMENT AND GENERAL EXPENSES 554. FUNDRAISING EXPENSES 776. TOTAL EXPENSES 26,913. SECURITY: PROGRAM SERVICE EXPENSES 23,832. MANAGEMENT AND GENERAL EXPENSES 284. FUNDRAISING EXPENSES 565. TOTAL EXPENSES 24,681. CAMPAIGNS: PROGRAM SERVICE EXPENSES 20,275. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,275. SPECIAL PROJECT EXPENSES: PROGRAM SERVICE EXPENSES 433. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 17,677. TOTAL EXPENSES 18,110. CALL CENTER: PROGRAM SERVICE EXPENSES 16,328. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,328. PRINTING: PROGRAM SERVICE EXPENSES 6,184. MANAGEMENT AND GENERAL EXPENSES 37. FUNDRAISING EXPENSES 10,078. TOTAL EXPENSES 16,299. WORKSHOP EXPENSES: PROGRAM SERVICE EXPENSES 12,283. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,283. DUES & MEMBERSHIPS: PROGRAM SERVICE EXPENSES 9,473. MANAGEMENT AND GENERAL EXPENSES 554. FUNDRAISING EXPENSES 1,649. TOTAL EXPENSES 11,676. EDUCATIONAL MATERIALS: PROGRAM SERVICE EXPENSES 9,108. MANAGEMENT AND GENERAL EXPENSES 84. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,192. WORK STUDY EXPENSE: PROGRAM SERVICE EXPENSES 7,327. MANAGEMENT AND GENERAL EXPENSES 122. FUNDRAISING EXPENSES 142. TOTAL EXPENSES 7,591. LICENSES/PROFESSIONAL: PROGRAM SERVICE EXPENSES 6,597. MANAGEMENT AND GENERAL EXPENSES 4. FUNDRAISING EXPENSES 11. TOTAL EXPENSES 6,612. RECRUITMENT: PROGRAM SERVICE EXPENSES 1,456. MANAGEMENT AND GENERAL EXPENSES 97. FUNDRAISING EXPENSES 113. TOTAL EXPENSES 1,666. SARAH'S CIRCLE: PROGRAM SERVICE EXPENSES 304. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 304. PLANNED PARENTHOOD ADVOCATES OF MONTANA 2525 4TH AVENUE N SUITE 201 BILLINGS MT 59101 810467220 TO PROMOTE SOCIAL AWARENESS OF REPRODUCTIVE HEALTH ISSUES THROUGH ADVOCACY MT 501(C)(4) INTERMOUNTAIN PLANNED PARENTHOOD 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 PLANNED PARENTHOOD ADVOCATES OF MONTANA B 15383 ACTUAL DOLLARS PLANNED PARENTHOOD ADVOCATES OF MONTANA D 1144 ACTUAL DOLLARS PLANNED PARENTHOOD ADVOCATES OF MONTANA N 1159 ACTUAL DOLLARS PLANNED PARENTHOOD ADVOCATES OF MONTANA O 45764 ACTUAL DOLLARS PLANNED PARENTHOOD ADVOCATES OF MONTANA Q 18766 ACTUAL DOLLARS