2012-08-14T10:51:27-05:00 2011-12-31 010523282 Berry Dunn McNeil & Parker LLC PO Box 1100 Portland ME 041041100 990 2011-01-01 030222941 Planned Parenthood of Northern New England Inc PLAN 8024489700 128 Lakeside Avenue Suite 301 Burlington VT 05401 Heather Bushey 8024489700 2012-08-13 1 Barbara J McGuan CPA P00219457 2077752387 2012-08-13 2011 2016-02-24 21:20:13Z X Steve Trombley 128 Lakeside Avenue Suite 301 Burlington VT 05401 21313622 0 X www.ppnne.org X 1965 VT Reproductive Health and Education 20 20 273 400 0 0 5863758 3899202 11350138 13437016 278173 1415825 13395 8624 17505464 18760667 175883 30000 0 0 10634606 10660449 21303 17389 858859 7360055 8015778 18191847 18723616 -686383 37051 13192975 14310685 3215262 4805634 9977713 9505051 X To provide, promote, and protect access to reproductive health care and sexuality education so that all people can make voluntary choices about their reproductive and sexual health. 0 0 12635204 30000 13437016 Women, men and teens across Maine, New Hampshire, and Vermont rely on PPNNE as an affordable reproductive and sexual health care provider, educator, and steadfast advocate. In 2011, patients came to our 20 health centers across the region for annual gynecological exams, cancer screening (cervical, breast, uterine, colorectal and ovarian), birth control education and contraceptives (including emergency contraception), sexually transmitted infection (STI) testing and treatment, confidential HIV testing and counseling, colposcopy and cryotherapy (follow-up procedures for abnormal Pap tests), abortion care, and routine immunizations. We are a safety net provider and for many of our patients, their only source of health care. Last year, 64% of our patients were living at or below 150% of the federal poverty level ($16,335 for one person); 40% were uninsured and had to pay out-of-pocket; and 91% were female. In 2011, teens made up 19% of our patient base and 74% were under the age of 30. Our patients spoke more than 15 languages. In 2011, PPNNE:1. Provided sexual health care and education to 44,349 patients.2. Delivered $10 million in free or subsidized health care to vulnerable populations.3. Provided 59,029 STI tests, 7,941 Pap tests, and 11,482 breast exams.4. Relocated and transformed 2 flagship facilities in Burlington, VT and Portland, ME as well as 1 medium-sized health center in Williston, VT to better meet the needs of our patients5. Centralized our call center, ensuring the maximum responsiveness to patients seeking our services.6. Implemented technological infrastructure region-wide to connect all sites and pave the way for a new Electronic Practice Management system and Electronic Medical Records in 2012.7. Hired a new Medical Director and laid the foundation for enhanced service delivery and expansion. 154205 PPNNE is committed to ensuring young people have access to the education and information they need to make healthy choices. We believe teens must play an instrumental role in designing and implementing PPNNE's community education initiatives. We work to include young people in all stages of the development of our programs, including a new peer-to-peer education program launching in 2012.In 2011, PPNNE:1. Developed a program plan for launching a comprehensive peer-to-peer sex education program in 2012.2. Recruited a renowned sex educator to assist with the development of an interactive community of youth through social media and other outreach activities.3. Held 19 presentations and events in the community, reaching approximately 268 people. 752031 PPNNE's Public Affairs and Grassroots staff are charged with protecting and promoting reproductive rights to ensure access to reproductive health care and sexuality education throughout northern New England. Supporting their work is a network of over 20,000 activists throughout Maine, New Hampshire, and Vermont who help us face challenges unique to our political landscape. Across our region, we utilize staffing, volunteer, and advocacy strategies designed to optimize each state's strengths and overcome specific threats and challenges, including ensuring women's health care and family planning are included in the health care reform policies emerging in each of our states.Highlights from 2011 include:1. We defeated 5 anti-choice bills in Maine and worked with the Vermont legislature and governor to ensure reproductive health care and access to abortion were included in Vermont's single payer health bill.2. Our activists participated in a number of rallies and events across the region in support of Planned Parenthood, playing a critical role protecting women's health care access. 368126 PPNNE continues to focus on online opportunities and social media to raise our visibility, and encourage people to become patients, activists, and supporters of PPNNE. We also utilize college campus representatives and our community engagement staff to expand visibility through intern programs, greeter programs, and tabling, etc. In 2011, we began implementation of PPNNE's new brand platform and health center revitalization effort which aim to engage our target audience of 15 to 29 year olds and help PPNNE prepare for an increase in demand and complexities of health care reform. 368126 13909566 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 99 0 1 273 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NH X X X Heather Bushey CPA 8024489728 128 Lakeside Avenue Suite 301 Burlington VT 05401 Deborah Kimbell 2.00 X X 0 0 0 Tanna Clews 2.00 X X 0 0 0 Randall Perkins 2.00 X 0 0 0 Geoffrey Tolzmann 2.00 X X 0 0 0 Leslie Abrons 2.00 X 0 0 0 Joanne D'Arcangelo 2.00 X X 0 0 0 Benjamin Dudley 2.00 X X 0 0 0 Rev Marvin M Ellison PhD 2.00 X X 0 0 0 Rachel Connell 2.00 X 0 0 0 Heather Krans 2.00 X 0 0 0 Rashida Mohamed 2.00 X 0 0 0 Leah A Plunkett Esq 2.00 X 0 0 0 Jane W Gage 2.00 X 0 0 0 Eric Hanson 2.00 X 0 0 0 Steven W Sinding PhD 2.00 X X 0 0 0 Rachel Weston 2.00 X 0 0 0 Layne Gregory 2.00 X 0 0 0 Mary Rauh 2.00 X 0 0 0 Marilyn Blackwell PhD 2.00 X 0 0 0 Lucy Karl Esq 2.00 X 0 0 0 Melinda Moulton 2.00 X 0 0 0 Jennifer Goodspeed 2.00 X 0 0 0 Jane Honeck 2.00 X X 0 0 0 Margot Milliken 2.00 X 0 0 0 Sydnee Viray 2.00 X 0 0 0 Steve Trombley 37.50 X 271444 1744 29058 Heather Bushey 37.50 X 117123 0 15897 Meagan Gallagher 37.50 X 156327 0 12942 Kathleen Toivanen 37.50 X 137788 0 84 Jennifer Castle 37.50 X 110324 0 5394 Kathleen Landry 37.50 X 100186 0 22834 Regan Theiler 37.50 X 100511 0 4400 Thomas Frank 0.00 X 118433 0 0 1112136 1744 90609 8 1 1 0 Stewart Construction 24 Pearl Street Essex Jct VT 05452 Building Contracting Services 1874644 Converge Diagnostic Services 200 Corporate Place Ste 7 Peabody MA 01960 Lab Services 624510 MorrisSwitzer 185 Talcott Road Williston VT 05495 Architectural Services 315683 Development GuildDDI 233 Harvard Street Suite 107 Brookline MA 02446 Consultant Services 260879 4 30314 3868888 120599 3899202 Net Patient Fees 621990 10375460 10375460 Fees for Services 621990 2970632 2970632 Miscellaneous Revenue 621990 90924 90924 13437016 246555 246555 8500 0 8500 8500 8500 1294119 2422800 1289711 1257938 4408 1164862 1169270 1169270 5430 5306 124 124 18760667 13437016 0 1424449 30000 30000 602654 602654 8023680 6317957 1329369 376354 85364 69486 11759 4119 1230051 944296 229776 55979 718700 530598 156647 31455 129275 129275 50097 50097 17389 17389 30209 18369 4299 7541 1428442 914136 340851 173455 91884 63740 27569 575 3214400 2776444 307407 130549 1127492 941635 152646 33211 296930 189936 91294 15700 94711 51633 41991 1087 496933 308198 185066 3669 150611 150611 Bad Debt Expense 318185 318185 PPFA Program Support 223642 223642 Miscellaneous 112378 69335 39096 3947 Dues and Materials 97654 72743 22041 2870 152935 142264 9712 959 18723616 13909566 3955191 858859 569615 620504 712794 717247 1079425 949777 50000 475747 290543 174494 252689 10336815 5153952 3375942 5182863 6281846 5499100 473112 797962 13192975 14310685 1199009 1535505 543109 408739 750084 2300615 723060 560775 3215262 4805634 X 7538708 7197666 1209480 1040051 1229525 1267334 9977713 9505051 13192975 14310685 X 37051 -509713 X X 0 1 1 X 1 1 X 5842970 5140746 5674893 5687875 3899202 26245686 5842970 5140746 5674893 5687875 3899202 26245686 26245686 415215 309319 198436 266178 255055 1444203 27689889 66625491 0.94780 0.95210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38702 50259 88961 18634655 18723616 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 6715 37807 151572 88961 285055 250000 250000 250000 250000 1000000 1500000 60 942 99594 38702 139298 6254603 326756 -305173 199555 6076631 6097269 16289 872423 731378 6254603 4511680 452705 1132884 6097269 0.79610 0.20340 0.00050 0 0 247561 247561 3398667 2200149 1198518 3644970 1215769 2429201 2568173 1738034 830139 477444 477444 5182863 Prepaid Rent Deposits 140321 Due from Affiliates 20897 Beneficial Interest in Trusts 435083 Miscellaneous Receivable 201661 797962 Capital Lease Obligations 174329 Cash Overdraft 386446 560775 18760667 18723616 37051 -509713 -509713 -472662 18276117 -509713 50067 5306 -454340 18730457 30210 30210 18760667 18748779 50067 5306 55373 18693406 30210 30210 18723616 Description of Intended Use of Endowment Funds: Part V, Line 4: The intended use of the Organization's endowment funds is to provide reasonably stable and predictable funds from the endowment for the Organization's operating budget. Part XII, Line 2d - Other Adjustments: Fundraising Expenses 5,306. Part XIII, Line 2d - Other Adjustments: Fundraising Expenses 5,306. X 1 Aria Communications 717 West Germain Street St Cloud MN 56301 Telemarking Services 0 26032 17389 8643 26032 17389 8643 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC Explanation of Fundraising Payments Schedule G, Part I, Line 2b, Column (v) PPNNE paid $17,389 to Aria Communications for telemarketing services during 2011 aimed at acquiring new donors. 1 Planned Parenthood of Northern New England Action Fund Inc 128 Lakeside Avenue Suite 301 Burlington VT 05401 030326364 501(c)(4) 30000 To support advocacy efforts. This grant prohibits electoral activity. 1 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: PPNNE and PPNNE Action Fund, Inc. are related entities that have the same Board of Directors and they share staff. The CFO and the Board of Directors of PPNNE periodically review the financial statements of PPNNE Action Fund, Inc. This allows PPNNE to monitor the use of its grant to its controlled entity PPNNE Action Fund, Inc. X X X X 1 0 0 0 0 0 0 0 0 Steve Trombley 245073 1680 20000 0 6371 64 4900 0 23749 409 300093 2153 0 0 Meagan Gallagher 149911 0 0 0 6416 0 1455 0 11487 0 169269 0 0 0 Thomas Frank 3049 0 0 0 115384 0 0 0 0 0 118433 0 0 0 Part I, Line 4a Thomas Frank, Past Senior VP of Operations and Administration, received a severance payment in 2011 in the amount of $118,433. X 12 120599 Stock Market Valuation 0 0 1 Third Party Use: Part I, Line 32b: The Organization sells contributions of securities through its investment broker. All gifts of securities are sold as soon as administratively possible. Form 990, Part VI, Section A, line 4 The organization has amended its By-Law to revise the structure of the Executive Committee. As revised - The Executive Committee shall consist of the officers of the Corporation and three (3) at-large board members. The at-large appointments shall be made by the Chairperson in consultation with the Board Development Committee and approved by the Board at its June meeting. A majority of the members of the Executive Committee shall constitute a quorum. Form 990, Part VI, Section B, line 11 The return is reviewed in detail by the Chief Financial Officer prior to the return being filed. In addition, the Chief Financial Officer emails a copy of the final version of Form 990 excluding Schedule B to each board member prior to filing. Form 990, Part VI, Section B, line 12c Board members and key employees discuss and sign a conflict of interest disclosure form annually. Should any conflicts of interest arise throughout the year, Board members have a fiduciary duty to disclose those to PPNNE. Form 990, Part VI, Section B, line 15 CEO compensation is determined by a review team appointed by the Board Chair. The review team gathers recent salary and benefit market information and considers that data when establishing CEO compensation. The review team prepares a written report and presents it to the full Board. CFO compensation is determined by an internal salary committee based on market comparison for salary and benefits. Form 990, Part VI, Section C, line 19 The Organization does not make its governing documents, conflict of interest policy, or its financial statements available to the public. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized losses on investments: -509,713. Audit Oversight and Selection Process Form 990, Part XI, Line 2c: The Organization's audit oversight and selection processes have not changed from the prior year. PPNNE Action Fund Inc 128 Lakeside Avenue Suite 301 Burlington VT 05401 030326364 Social Welfare regarding reproductive healthcare and education VT 501(c)(4) Planned Parenthood of Northern New England Inc 1 PPNNE Action Fund Vermont PAC 128 Lakeside Avenue Suite 301 Burlington VT 05401 841703534 Social Welfare regarding reproductive healthcare and education VT 527 Planned Parenthood of Northern New England Inc 1 PPNNE Action Fund Maine PAC 128 Lakeside Avenue Suite 301 Burlington VT 05401 841703535 Social Welfare regarding reproductive healthcare and education ME 527 Planned Parenthood of Northern New England Inc 1 PPNNE Action Fund New Hampshire PAC 128 Lakeside Avenue Suite 301 Burlington VT 05401 841703533 Social Welfare regarding reproductive healthcare and education NH 527 Planned Parenthood of Northern New England Inc 1 1 1 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0 PPNNE Action Fund Inc A 6516 FMV PPNNE Action Fund New Hampshire PAC A 165 FMV PPNNE Action Fund Maine PAC A 46 FMV PPNNE Action Fund Vermont PAC A 159 FMV PPNNE Action Fund Inc B 30000 FMV