2026-05-15T14:05:55-05:00 2025-06-30 231144520 TAIT WELLER & BAKER LLP 50 SOUTH 16TH STREET SUITE 2900 PHILADELPHIA PA 19102 990 2024-07-01 231352509 PLANNED PARENTHOOD SOUTHEASTERN PA PLAN 2153515500 1144 LOCUST STREET PHILADELPHIA PA 19107 DAYLE STEINBERG PRESIDENT & CEO 2153515500 2026-05-15 1 0 HARRISON PEREIRA P00746867 2159798800 2026-05-14 2024 2025-03-06 01:10:19Z DAYLE STEINBERG 1144 LOCUST STREET PHILADELPHIA PA 19107 26745388 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. 15 15 234 594 0 0 8662715 9252175 9354787 11595891 568998 5736899 91898 72522 18678398 26657487 0 0 0 0 12458004 13712867 0 0 685394 9437517 8291073 21895521 22003940 -3217123 4653547 27180357 29100894 5402799 6180461 21777558 22920433 OUR MISSION IS TO PROVIDE SEXUAL, REPRODUCTIVE AND COMPLEMENTARY HEALTH SERVICES, DELIVER COMPREHENSIVE SEXUALITY EDUCATION, AND ADVOCATE FIERCELY FOR THE PROTECTION AND ADVANCEMENT OF HEALTH EQUITY AND ACCESS TO CARE, ALL WITH A STRONG COMMITMENT TO CULTURAL HUMILITY 0 0 16374188 11434147 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 AND SURGICAL ABORTIONS, CRYOTHERAPY PROCEDURES, LEEP PROCEDURES, AND OTHER SERVICES. 615556 161744 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. 332427 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. 17322171 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 30 0 234 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 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 GEORGE BANKS-WESTON CHAIR 0.50 X X 0 0 0 CLAIRE EB ROBINSON 1ST VICE CHAIR 1.00 X X 0 0 0 JASMINE OGLESBY ASSISTANT SECRETARY 0.50 X X 0 0 0 JUDI GOLDING-BAKER 2ND VICE CHAIR 0.50 X X 0 0 0 RENEE GARCIA SECRETARY 0.50 X X 0 0 0 AMY LEICHNER TREASURER 0.50 X X 0 0 0 JOSEPH PIERCE BOARD MEMBER 0.50 X 0 0 0 BRENDA JACKSON WRIGHT BOARD MEMBER 0.50 X 0 0 0 HEATHER CATES BOARD MEMBER 0.50 X 0 0 0 IMMACULATA ERMOCIDA BOARD MEMBER 0.50 X 0 0 0 NANDI O'CONNOR BOARD MEMBER 0.50 X 0 0 0 ELLIOT IMANI GRIFFITH BOARD MEMBER 0.50 X 0 0 0 KAREN MAZER BOARD MEMBER 0.50 X 0 0 0 BEVERLY VAUGHN BOARD MEMBER 0.50 X 0 0 0 DAYLE STEINBERG EX-OFFICIO 35.00 X 287272 0 13302 JANE NAPOLI CHIEF OPERATING OFFICER 35.00 X 196601 0 23740 OMAR GABRIEL CARRILLO CHIEF FINANCIAL OFFICER 35.00 X 178506 0 8533 PHEBE BRANDT LEAD CLINICIAN 35.00 X 133353 0 6054 SARAH DAVIS CHIEF DEVELOPMENT OFFICER 35.00 X 138316 0 6336 JOEL LEBED MEDICAL DIRECTOR 28.00 X 208719 0 13897 ALHAMBRA FRAREY CHIEF MEDICAL OFFICER 35.00 X 331486 0 17964 PATRICK SMITH VP FOR EQUITY, EDUCATION, CULTURE 35.00 X 131176 0 14253 1605429 0 104079 25 0 1 0 BETTERHEALTH 1638 PINE STREET PHILADELPHIA PA 19103 WELLNESS CENTER 936177 AMERISOURCE BERGEN 1 W 1ST AVE CONSHOHOCKEN PA 19428 PHARMACEUTICALS 588631 MICRO ADVANTAGE INC 7123 PEARL RD STE 309 MIDDLEBURG HEIGHTS OH 44130 IT CONSULTANT 573156 THERACOM LLC 9715 KEY WEST AVENUE ROCKVILLE MD 20850 HEALTH CARE ANALYTICES 565964 RS STAFFING SOLUTIONS 3275 RIVERS AVE NORTH CHARLESTON SC 29405 EMPLOYMENT SERVICES 389962 17 91940 1291566 7868669 123886 9252175 REPRODUCTIVE HEALTH EDUCATION & C 624100 8481951 8481951 FAMILY PLANNING AND REPRODUCTIVE 624100 2952196 2952196 REPRODUCTIVE HEALTH EDUCATION & C 611710 161744 161744 11595891 465444 465444 5271455 0 5271455 5271455 5271455 0 91940 87901 -87901 -87901 MISCELLANEOUS 900099 160423 160423 160423 26657487 11756314 0 5648998 522886 431189 67221 24476 11156985 9200416 1434321 522248 82365 60670 18384 3311 1104774 810845 249735 44194 845857 623056 188796 34005 76540 76540 126491 126491 512775 154001 356416 2358 315216 315216 1071845 576006 487284 8555 198434 75934 122500 801628 608985 174519 18124 60949 37106 21309 2534 102924 102924 486612 337781 134825 14006 429150 426328 2822 MEDICAL SUPPLIES 1727167 1727167 CONTRACT PHYSICIANS 810784 810784 LABORATORY 203137 203137 BILLING SERVICES 199525 199525 1167896 1039241 117072 11583 22003940 17322171 3996375 685394 184963 736128 501726 2150250 1110643 413294 1044891 1538391 306836 387608 17290658 12794529 4509477 4496129 17257004 16971472 1547475 1709733 717342 697889 27180357 29100894 2099608 2771970 2390 140784 1534979 1502731 1765822 1764976 5402799 6180461 X 13403652 14837498 8373906 8082935 21777558 22920433 27180357 29100894 X 4653547 -3495010 -15662 X X 0 1 X 1 1 1 X 5605927 8871448 10584676 8862715 9252175 43176941 5605927 8871448 10584676 8862715 9252175 43176941 1182240 41994701 240260 317857 367008 390668 465444 1781237 362847 -254813 143948 157322 160423 569727 45527905 47180984 0.92240 0.94450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22003940 22003940 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 250000 250000 250000 250000 1000000 1500000 0 19494523 29160 2127054 664076 20986661 17956557 749029 2460114 1671177 19494523 16243393 1275820 1830391 1393047 17956557 19269345 461684 -2573858 913778 16243393 15410588 57699 4173588 372530 19269345 0.65490 0.27858 0.06651 1 0 597369 597369 11265638 8049326 3216312 987386 956998 30388 4376708 3788205 588503 63557 63557 4496129 INTEREST IN PERPETUAL TRUST 282899 F CHARITABLE REMAINDER TRUST 1395857 F ALTERNATIVE INVESTMENTS 30977 F 1709733 LEASE LIABILITY 711633 LOAN GUARANTEE OBLIGATION 1053343 1764976 X 23123887 -3495010 87901 -3407109 26530996 126491 126491 26657487 21965350 87901 87901 21877449 126491 126491 22003940 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, 2022, 2023 AND 2024, AS WELL AS THE RETURN TO BE FILED FOR THE YEAR ENDED JUNE 30, 2025. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUND RAISING EVENT EXPENSES 87,901. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUND RAISING EVENT EXPENSES 87,901. PPSP FALL GATHERING 55091 55091 38106 14836 SPRING LUNCHEON 36849 36849 18682 4828 91940 91940 56788 19664 76452 -76452 X X X X 0 0 0 0 0 0 0 0 0 ALHAMBRA FRAREY CHIEF MEDICAL OFFICER 331486 0 0 0 0 0 0 0 17964 0 349450 0 0 0 DAYLE STEINBERG EX-OFFICIO 287272 0 0 0 0 0 0 0 13302 0 300574 0 0 0 JOEL LEBED MEDICAL DIRECTOR 208719 0 0 0 0 0 0 0 13897 0 222616 0 0 0 JANE NAPOLI CHIEF OPERATING OFFICER 196601 0 0 0 0 0 0 0 23740 0 220341 0 0 0 OMAR GABRIEL CARRILLO CHIEF FINANCIAL OFFICER 178506 0 0 0 0 0 0 0 8533 0 187039 0 0 0 X 19 123886 STOCK MARKET VALUE 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: LOAN GUARANTEE EXPENSE -15,662. 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.