2012-09-26T16:42:37-05:00 2011-12-31 910189318 MOSS ADAMS LLP 999 THIRD AVENUE SUITE 2800 SEATTLE WA 98104 990 2011-01-01 910686012 PLANNED PARENTHOOD OF THE GREAT NORTHWEST PLAN 2063287731 2001 EAST MADISON STREET SEATTLE WA 981222959 MYNOR VELIZ-PAIZ 2063287731 2012-09-11 WENDY CAMPOS P00448102 2063026500 2011 2016-02-24 21:20:13Z MYNOR VELIZ-PAIZ 2001 EAST MADISON STREET SEATTLE WA 981222959 74132077 0 X WWW.PPGNW.ORG X 1948 WA THE MISSION OF PLANNED PARENTHOOD OF THE GREAT NORTHWEST IS TO SUPPORT THE LIFELONG SEXUAL HEALTH OF WOMEN AND MEN, AND FOSTER A COMMUNITY WHERE EVERY CHILD IS A WANTED CHILD. WE ACCOMPLISH THIS THROUGH: SERVICES (HIGH QUALITY, AFFORDABLE REPRODUCTIVE HEALTH SERVICES IN SETTINGS THAT PROTECT THE DIGNITY, PRIVACY, AND RIGHTS OF EACH INDIVIDUAL); EDUCATION & PREVENTION (MEDICALLY ACCURATE, AGE APPROPRIATE, COMPREHENSIVE SEX EDUCATION THAT FURTHERS UNDERSTANDING OF HUMAN SEXUALITY AND PROMOTES HEALTHY BEHAVIOR); AND ADVOCACY (ACTIVELY PROTECTING THE FUNDAMENTAL RIGHT TO SELF-DETERMINATION, AND THE RIGHT TO DECIDE FREELY IF AND WHEN TO HAVE A CHILD.) 18 18 525 1084 131111 106991 5007199 6042008 32684346 33243384 890734 729337 206597 303515 38788876 40318244 328458 144135 0 0 21256637 21770080 136346 131988 1131731 17685970 18686181 39407411 40732384 -618535 -414140 47755464 43242104 7253429 4604533 40502035 38637571 X THE MISSION OF PLANNED PARENTHOOD OF THE GREAT NORTHWEST IS TO SUPPORT THE LIFELONG SEXUAL HEALTH OF WOMEN AND MEN, AND FOSTER A COMMUNITY WHERE EVERY CHILD IS A WANTED CHILD. WE ACCOMPLISH THIS THROUGH: SERVICES (HIGH QUALITY, AFFORDABLE REPRODUCTIVE HEALTH SERVICES IN SETTINGS THAT PROTECT THE DIGNITY, PRIVACY, AND RIGHTS OF EACH INDIVIDUAL); EDUCATION & PREVENTION (MEDICALLY ACCURATE, AGE APPROPRIATE, COMPREHENSIVE SEX EDUCATION THAT FURTHERS UNDERSTANDING OF HUMAN SEXUALITY AND PROMOTES HEALTHY BEHAVIOR); AND ADVOCACY (ACTIVELY PROTECTING THE FUNDAMENTAL RIGHT TO SELF-DETERMINATION, AND THE RIGHT TO DECIDE FREELY IF AND WHEN TO HAVE A CHILD.) 0 0 29375256 32989013 PATIENT SERVICES: MEDICAL SERVICES AND COUNSELING; STD TESTING AND TREATMENT; PROVISION OF CONTRACEPTIVES; FAMILY PLANNING; HIV TESTING AND COUNSELING. 2974897 84900 67708 OUTREACH, ADVOCACY AND GOVERNMENT RELATIONS 5243144 59235 186663 PUBLIC AND PROFESSIONAL EDUCATION; AGE-APPROPRIATE INFORMATIONAL PROGRAMS AT SCHOOLS, CHURCHES, YOUTH CENTERS, AND CLUBS; PEER EDUCATION; COMMUNITY PRESENTATIONS; WEEKLY TEEN COLUMN; CLINICAL EXPERIENCE AND TRAINING FOR MEDICAL AND NURSING STUDENTS, RNS, AND RESIDENTS 37593297 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 1 1 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 1 0 1 112 0 1 525 1 1 1 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 1 1 WA ID AK X X ERICA FLOYD 2063286814 2001 EAST MADISON STREET SEATTLE WA 98122 ALAINA SMITH 2.00 X 0 0 0 ART WANG 2.00 X 0 0 0 CAMILLE OLDENBURG 2.00 X X 0 0 0 GLORIA CORONADO 2.00 X 0 0 0 HAN NACHTRIEB 2.00 X 0 0 0 JENNIFER R BANKS 2.00 X X 0 0 0 JIM YOUNG 2.00 X X 0 0 0 KATHY EDWARDS 2.00 X 0 0 0 KIRA DRUYAN 2.00 X 0 0 0 LAUREN BLANCHETT 2.00 X 0 0 0 LAURA WEDEEN 2.00 X 0 0 0 LLEWELYN PRITCHARD 2.00 X 0 0 0 MATTHEW OPPENHEIMER 2.00 X 0 0 0 MARY CLOGSTON 2.00 X 0 0 0 PAM GROVES 2.00 X 0 0 0 PAULA HOUSTON 2.00 X 0 0 0 ROBIN SMITH 2.00 X 0 0 0 SARAH FERRENCY 2.00 X X 0 0 0 SONYA CAMPION 2.00 X 0 0 0 STEPHANIE DALEY-WATSON 2.00 X 0 0 0 SUSANNA ORR 2.00 X 0 0 0 CHRISTINE CHARBONNEAU 37.50 X 267738 0 15690 MYNOR VELIZ 37.50 X 64275 0 4376 ROBERT CAMPBELL MCINTYRE 37.50 X 245503 0 15771 MICHAEL ROMO 37.50 X 221284 0 15715 STEPHEN MCCALLISTER 37.50 X 153775 0 13815 REBECCA POEDY 37.50 X 162068 0 5558 CAROLE MILLER 37.50 X 121323 0 12547 LAURA EINSTEIN 37.50 X 106700 0 4437 ANNA KAMINSKI 36.00 X 148210 0 13841 ERICA FLOYD 37.50 X 113482 0 11480 SHARON ZEH 37.50 X 107647 0 11305 CAROLE WILLIAMS 0.00 X 168365 0 8539 MARY GRINNELL 0.00 X 128132 0 5692 2008502 0 138766 12 1 1 0 PHILLIBER RESEARCH ASSOCIATES 16 MAIN STREET ACCORD NY 12404 CONSULTING 625000 MOOSE LOGIC 18702 NORTH CREEK PKWY STE 208 BOTHELL WA 98011 INFORMATION TECHNOLOGY 164311 DIRECT RESOURCE GROUP 311 OCIDENTAL AVE S B SEATTLE WA 98104 FUNDRAISING 152801 MOSS ADAMS LLP PO BOX 2147 SEATTLE WA 981112147 ACCOUNTING 105876 4 34457 6007551 180610 6042008 PATIENT SERVICES 621300 30361304 30361304 MANAGEMENT FEE 621300 2301403 2301403 OTHER PROGRAM FEES 621300 580677 580677 33243384 623673 623673 97071 0 97071 97071 97071 33913777 33808113 105664 105664 105664 8170 34457 5720 2450 2450 FROM METRO K-1 531390 130893 131111 -218 FROM PACIFIC DIVERSIFI 523920 84518 84518 FROM ISHARES K-1 523920 2182 2182 -13599 -13599 203994 40318244 33243384 131111 901741 109500 109500 34635 34635 1185567 737945 330439 117183 16581147 15291210 803100 486837 217688 202435 10858 4395 2119763 1986929 82540 50294 1665915 1545236 67390 53289 4261 3639 598 24 107992 5638 102180 174 131988 131988 142254 142254 2440740 2313434 91737 35569 651471 650516 500 455 1881091 1717202 58135 105754 891275 786739 84189 20347 2093289 2040224 21894 31171 704562 611785 52042 40735 174969 163780 3524 7665 64079 56350 7729 1478149 1398149 80000 1072222 1042992 19160 10070 289496 288922 574 UBI TAXES 40500 40500 MEDICAL SUPPLIES 5217155 5217060 14 81 OTHER OPERATING EXPENSE 533132 453056 45400 34676 OTHER SUPPLIES 414203 413970 145 88 485341 481451 2954 936 40732384 37593297 2007356 1131731 648833 195074 632937 94368 613585 802567 4294383 4201619 404998 391125 1501792 1320090 1005009 884341 18330609 5833621 12413079 12496988 20577754 20337838 5663094 2518094 47755464 43242104 1490859 1296156 2043483 1710945 3719087 1597432 7253429 4604533 X 27910251 25648099 1161847 1559135 11429937 11430337 40502035 38637571 47755464 43242104 X -414140 -1450324 X X 0 1 1 X 1 1 X 9813627 4468810 4307017 5007199 6042008 29638661 26255841 37307463 32938508 32502792 33251554 162256158 36069468 41776273 37245525 37509991 39293562 191894819 47004 21242 60718 76211 65391 270566 0 47004 21242 60718 76211 65391 270566 191624253 1221603 1126116 825939 1029164 720744 4923566 148345 140089 111307 399741 1221603 1126116 974284 1169253 832051 5323307 73101 73101 37291071 42902389 38219809 38679244 40198714 197291227 0.97130 0.97020 0.02700 0.02860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 138819 91610 230429 40501956 40732385 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 427809 459531 385879 230429 1503648 250000 250000 250000 250000 1000000 1500000 20469 40159 29937 138819 229384 ORGANIZATIONS DIRECT AND INDIRECT POLITICAL CAMPAIGN ACTIVITIES: PART I-A, LINE 1: LEGISLATIVE AND LOBBYING ACTIVITIES INCLUDED: WORKING TO PRESERVE FAMILY PLANNING FUNDING IN WASHINGTON STATE AND ATTEMPTING TO PASS THE LIMITED SERVICE PREGNANCY CENTER ACCOUNTABILITY ACT (SB 5274/HB1366) -- REQUIRING LSPCS TO DISCLOSE THE SERVICES THEY DO AND DO NOT PROVIDE. IN ALASKA -- EXPANDING DENALI KID CARE, ALASKA'S CHILD HEALTH INSURANCE PROGRAM, FROM 150 TO 200 PERCENT OF FPL (SB 5) AND WORKING TO AMEND SB 16 REGARDING "CHOOSE LIFE" LICENSE PLATES TO INCLUDE "PRO-FAMILY, PRO-CHOICE" LICENSE PLATES. IN IDAHO - WORKING TO DEFEAT SB 115 WHICH PROHIBITS ABORTION COVERAGE WITHOUT EXCEPTION THROUGH THE AFFORDABLE CARE ACT INSURANCE EXCHANGE AND SB 1165 WHICH PROHIBITS ABORTIONS AFTER 20 WEEKS POST-FERTILIZATION. 25721581 338676 -640740 1185468 24234049 23843076 82662 2716857 921014 25721581 20744055 422983 3238807 562769 23843076 26264340 352954 -2582400 3290839 20744055 0.53000 0.47000 0 0 2785434 2785434 9529887 2995175 6534712 905013 484271 420742 4769815 2354175 2415640 340460 340460 12496988 1896082 F OTHER INVESTMENTS 284900 F HEDGE FUND 187112 F PRIVATE EQUITY FUND 150000 F 2518094 ACCRUED PAYROLL & OTHER LIABILITIES 1597432 1597432 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE AGENCY'S ENDOWMENT CONSISTS OF 6 FUNDS ESTABLISHED AS DONOR-RESTRICTED FUNDS OR ESTABLISHED BY THE BOARD OF DIRECTORS TO ENSURE THE OPERATIONAL VIABILITY OF THE AGENCY AND ONGOING DELIVERY, ENHANCEMENT AND GROWTH OF THE MISSION-DRIVEN SERVICE ACTIVITIES. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: PPGNW IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). LSC IS ORGANIZED UNDER 501(E) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAX. AAGM IS A SECTION 527 POLITICAL ORGANIZATION. AK VOTES AND ID VOTES ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE AGENCY RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE AGENCY RECOGNIZES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. AS OF DECEMBER 31, 2011 AND 2010, THE AGENCY IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. 1 SUB-SAHARAN AFRICA - ANGOLA, 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 18986 CENTRAL AMERICA AND THE CARIBBEAN - 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 15649 0 0 0 0 0 0 34635 0 34635 X SUB-SAHARAN AFRICA - ANGOLA, YOUTH EDUCATION 18986 WIRE TRANSFER CENTRAL AMERICA AND THE CARIBBEAN - YOUTH EDUCATION 15649 WIRE TRANSFER 1 1 0 0 0 0 0 0 X X X X X X X 1 DIRECT RESOURCES GROUP 311 OCCIDENTAL AVE S B SEATTLE WA 98104 DIRECT MAIL FUNDRAISING 0 500252 152801 347451 500252 152801 347451 WA ID AK 2011 CHOICE AK AWARDS 42627 34457 8170 4859 474 387 42627 34457 8170 4859 474 387 5720 2450 1 MIKE WALLERI TRUST ACCOUNT 10520 OLD EAGLE RIVER RD EAGLE RIVER AK 99577 574244381 501(C)(4) 9900 TO SUPPORT ALASKANS FOR FAIR REDISTRICTING HEALTH LEADERSHIP INTERNATIONAL 1463 REPUBLICAN STREET 38B SEATTLE WA 981224517 261081200 501(C)(3) 20000 SUPPORT OF WHERE WOMAN HAVE NO DOCTOR - LOCATION PROJECT MISSISSIPPIANS FOR HEALTHY FAMILIES PO BOX 55662 JACKSON MS 39296 453273830 501(C)(4) 50000 SUPPORT OF DEFEAT OF MS INITIATIVE 26 ONE ANCHORAGE PO BOX 90921 ANCHORAGE AK 99509 453056414 501(C)(4) 25000 TO SUPPORT ALASKANS FOR FAIR REDISTRICTING 1 3 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE GRANT PURPOSE IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS OR COMMITTEES OF THE BOARD. AS PPGNW MAKES A LIMITED NUMBER OF GRANTS IT IS ABLE TO COMMUNICATE REGULARLY WITH GRANT PARTICIPANTS AND MEASURE THEIR OUTCOMES. X X X 1 0 0 0 0 0 0 0 0 CHRISTINE CHARBONNEAU 267738 0 0 0 0 0 7218 0 8472 0 283428 0 0 0 ROBERT CAMPBELL MCINTYRE 245503 0 0 0 0 0 7282 0 8489 0 261274 0 0 0 MICHAEL ROMO 221284 0 0 0 0 0 7278 0 8437 0 236999 0 0 0 STEPHEN MCCALLISTER 153775 0 0 0 0 0 5403 0 8412 0 167590 0 0 0 REBECCA POEDY 162068 0 0 0 0 0 5233 0 325 0 167626 0 0 0 ANNA KAMINSKI 148210 0 0 0 0 0 5403 0 8438 0 162051 0 0 0 CAROLE WILLIAMS 0 0 0 0 168365 0 0 0 8539 0 176904 0 0 0 MARY GRINNELL 0 0 0 0 128132 0 0 0 5692 0 133824 0 0 0 PART I, LINE 4A CAROLE WILLIAMS RECEIVED A SEVERANCE PAYMENT OF $176,904. MARY GRINNELL RECEIVED A SEVERANCE PAYMENT OF $133,824. WASHINGTON HEALTH CARE FACILITIES AUTHORITY 911108929 2006-09-26 960000 TO REFINANCE TAXABLE DEBT INCURRED TO ACQUIRE PROPERTY 0 0 0 WASHINGTON HEALTH CARE FACILITIES AUTHORITY 911108929 2007-08-27 2300000 TO ACQUIRE EQUIPMENT AND PAY COSTS OF ISSUANCE 0 0 0 960000 960000 2006 0 0 1 1 2370976 21500 2172842 176634 2011 0 0 1 1 0 1 0 0 0.00000 0.00000 1 0 0 0 0 0.00000 0.00000 1 0 1 0 0 0 1 0 0 0 0 0 0 X 7 180610 QUOTED MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS PREPARED WITH THE ASSISTANCE OF AN EXTERNAL TAX ACCOUNTANT, REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD WITH THE TAX ACCOUNTANT, THEN POSTED TO THE BOARD SITE FOR GENERAL BOARD REVIEW BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CHAIR OF THE BOARD READS AND SIGNS THE PPGNW CONFLICT OF INTEREST POLICY EACH YEAR; EACH DIRECTOR AGREES TO ABIDE BY THE POLICY AND TO NOTIFY THE CHAIR OF THE BOARD OF ANY CONFLICT, OR POTENTIAL CONFLICT INVOLVING THE DIRECTOR OR HIS/HER FAMILY MEMBERS. IN ADDITION, EACH YEAR, THE DIRECTORS COMPLETE A DISCLOSURE STATEMENT REGARDING ANY FINANCIAL OR OTHER TRANSACTIONS CONTEMPLATED IN THE COMING YEAR BETWEEN PPGNW AND THE DIRECTOR, FAMILY MEMBER OR THE DIRECTOR'S EMPLOYER. AN ATTORNEY FOR PPGNW REVIEWS THE DISCLOSURE STATEMENTS AND INFORMS THE CHAIR OF THE BOARD OF ANY CONFLICTS OR POTENTIAL CONFLICTS. FINALLY, DURING THE YEAR, IF A DIRECTOR BECOMES AWARE OF A CONFLICT OR POTENTIAL CONFLICT THE DIRECTOR WILL INFORM THE CHAIR OF THE BOARD. MEMBERS MAY NOT VOTE ON ANY MATTER THAT MIGHT INVOLVE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 AN INDEPENDENT SURVEY IS CONDUCTED AND DATA IS PROVIDED TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR REVIEW AND APPROVAL OF THE CEO SALARY. FOR EXECUTIVE/KEY EMPLOYEE COMPENSATION, THE CEO REQUESTS AND REVIEWS MARKET DATA TO DETERMINE SALARIES. IN 2009, THE ORGANIZATION IMPLEMENTED A REBUTTABLE PRESUMPTION POLICY FORMALIZING THESE POLICIES. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 IS AVAILABLE ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST, WITH A PAYMENT REQUIRED FOR COPYING CHARGES. FORM 1023 IS NOT REQUIRED TO BE MADE AVAILABLE AS THE ORGANIZATION FILED FORM WITH THE IRS PRIOR TO 1987. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -1,450,324. THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. GROSS RECEIPTS FORM 990, PAGE 1, LINE G THE AMOUNT REPORTED AS GROSS RECEIPTS OF $74,025,834 INCLUDES INVESTMENT SALES PROCEEDS OF $33,913,777 THAT WERE GENERATED DURING 2011 DUE TO CHANGES IN INVESTMENT MANAGERS. WITHOUT CONSIDERING GROSS PROCEEDS FROM THESE INVESTMENT SALES, THE ORGANIZATION'S GROSS RECEIPTS WOULD BE $40,218,300, CONSISTENT WITH PREVIOUS YEARS. BREMERTON PROPERTIES 1 LLC 1201 3RD AVE STE 3200 SEATTLE WA 98101 204392962 REAL ESTATE INVESTMENT WA 0 1430754 PLANNED PARENTHOOD OF THE GREAT NORTHWEST PLANNED PARENTHOOD PUBLIC POLICY NETWORK OF WASHINGTON 2001 E MADISON ST SEATTLE WA 98122 201987331 CONDUCTS PUBLIC POLICY WORK ON BEHALF OF WA'S FIVE PP AFFILIATES WA 501(C)(3) 509(A)(2) N/A 0 PLANNED PARENTHOOD VOTES NORTHWEST 2002 E MADISON ST SEATTLE WA 98122 913168114 EDUCATES WA AND POLICY-MAKERS ABOUT REPRODUCTIVE HEALTH ISSUES WA 501(C)(4) N/A 0 LABORATORY SERVICES COOPERATIVE 2001 E MADISON ST SEATTLE WA 98122 263813271 LAB COOPERATIVE WA 501(E) N/A 0 PLANNED PARENTHOOD VOTES ALASKA 4050 LAKE OTIS PKWY SUITE 205 ANCHORAGE AK 99508 200549104 POLITICAL ADVOCACY IN ALASKA AK 501(C)(4) N/A 0 PLANNED PARENTHOOD VOTES IDAHO 2001 E MADISON ST SEATTLE WA 98122 270989083 POLITICAL ADVOCACY IN IDAHO ID 501(C)(4) N/A 0 ALASKANS AGAINST GOVERNMENT MANDATES 3701 ARCTIC BLVD 340 ANCHORAGE AK 99503 OPERATING SUPPORT FOR DEFEAT OF ALASKA STATE BALLOT MEASURE 2 WA NOT INCORPORATED N/A 0 0 1 0 0 0 0 0 0 1 0 1 1 1 0 0 1 0 0 PLANNED PARENTHOOD VOTES ALASKA B 35000 PLANNED PARENTHOOD VOTES ALASKA P 2292 PLANNED PARENTHOOD VOTES IDAHO B 8250 LABORATORY SERVICES COOPERATIVE K 539117 LABORATORY SERVICES COOPERATIVE G 194150 PLANNED PARENTHOOD VOTES NORTHWEST I 55342 PLANNED PARENTHOOD VOTES NORTHWEST L 873790