2023-11-08T14:51:33-06:00 2022-12-31 420714325 RSM US LLP 19026 RIDGEWOOD PKWY STE 400 SAN ANTONIO TX 78259 990 2022-01-01 741297211 PLANNED PARENTHOOD SOUTH TEXAS PLAN 2107362244 2140 BABCOCK RD 202 SAN ANTONIO TX 78229 LAURA TERRILL PATTEN PRESIDENT & CEO 2107362244 2023-11-03 1 LAURA TERRILL PATTEN 999009999 0 REBECCA A RODRIGUEZ P01073764 2108286281 2023-11-03 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X LAURA TERRILL PATTEN 2140 BABCOCK RD 202 SAN ANTONIO TX 78229 10334374 0 X WWW.PLANNEDPARENTHOOD.ORG X 1939 TX THE PURPOSE OF THE CORPORATION SHALL BE TO PROVIDE FAMILY PLANNING AND SEXUAL HEALTHCARE SERVICES TO BOTH ADULTS AND TEENAGERS WITH PARTICULAR EMPHASIS ON SERVING LOW-INCOME AND MEDICALLY UNDERSERVED POPULATIONS. 22 22 102 49 74223 0 7252578 4859213 4753483 5070104 134862 48322 -35052 -63344 12105871 9914295 1524994 1081398 0 0 4745397 5254178 0 0 763202 2099317 2438226 8369708 8773802 3736163 1140493 16374159 18403452 2315017 3418559 14059142 14984893 WE PROVIDE AND PROTECT THE HEALTH CARE AND INFORMATION PEOPLE NEED TO PLAN THEIR FAMILIES AND THEIR FUTURES. 0 0 5563182 1081398 5172566 HEALTH CARE: THROUGH OUR THREE SUBSIDIARIES, WE PROVIDE FAMILY PLANNING AND RELATED SEXUAL HEALTH CARE SERVICES INCLUDING GYNECOLOGICAL EXAMS, TESTING AND TREATMENT OF SEXUALLY TRANSMITTED DISEASE, CERVICAL CANCER SCREENING AND EARLY INTERVENTION, MALE SEXUAL HEALTH EXAMS AND A RANGE OF GENERAL HEALTH SCREENINGS. 378484 COMMUNITY ENGAGEMENT: WE WORK TO RAISE AWARENESS AND SUPPORT FOR FAMILY PLANNING, REPRODUCTIVE SELF-DETERMINATION AND A RANGE OF SOCIAL JUSTICE AND EQUITY ISSUES THAT IMPACT THE LIVES OF OUR PATIENTS. 5941666 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 39 0 1 102 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X MAGDA MIJARES 2107362244 2140 BABCOCK RD 202 SAN ANTONIO TX 78229 POLIN BARRAZA SR VP & COO 40.00 3.00 X 145283 0 19066 ERIKA JASSO CLINICIAN 40.00 X 126219 0 8129 CRISTINA VAN DUSEN CLINICIAN 40.00 X 112679 0 16707 ANGELA KOESTER VP OF COMMUNITY ENGAGEMENT 40.00 X 112005 0 12088 LAURA SILVA CLINICIAN 40.00 X 107708 0 15972 DEBORAH DAVIS CENTRALIZED FOLLOW-UP CLINICIAN 40.00 X 108400 0 10684 JEFFREY HONS FORMER PRESIDENT & CEO 0.00 X 101694 0 11101 VALERIE MASCORRO AVP FOR OPERATIONS AND GROWTH 40.00 1.00 X 94868 0 13361 LAURA TERRILL PATTEN PRESIDENT & CEO 40.00 X 66758 0 6979 MERRITT CLEMENTS BOARD CHAIR 2.00 X X 0 0 0 MAYRA MENDOZA VICE CHAIR 2.00 X X 0 0 0 ELISE BOYAN IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 CATHERINE PAYER TREASURER 2.00 X X 0 0 0 LISA ALCANTAR DIRECTOR 1.50 X 0 0 0 GAYLE ALTERMAN DIRECTOR 1.50 X 0 0 0 BROOKE BENSON DIRECTOR 1.50 X 0 0 0 JANE BOCKUS DIRECTOR 1.50 X 0 0 0 JENN DOBBERTIN DIRECTOR 1.50 X 0 0 0 YESHIKA DOOLEY MD DIRECTOR 1.50 X 0 0 0 LAURIE GREENBERG MD DIRECTOR 1.50 X 0 0 0 STEPHANIE GUERRA DIRECTOR 1.50 X 0 0 0 LILLIAN JONES MD DIRECTOR 1.50 X 0 0 0 ALISON KENNAMER DIRECTOR 1.50 0.50 X 0 0 0 MINA LOPEZ DIRECTOR 1.50 X 0 0 0 MARIA MATHIS DIRECTOR 1.50 X 0 0 0 LIZ MCFARLAND DIRECTOR 1.50 X 0 0 0 MARTINA MERITZ DIRECTOR 1.50 X 0 0 0 PATRICIA MORALES DIRECTOR 1.50 X 0 0 0 BRIAN STEWARD DIRECTOR 1.50 X 0 0 0 MARY ELLEN VELIZ DIRECTOR 1.50 X 0 0 0 DANIEL WALKER DIRECTOR 1.50 X 0 0 0 975614 0 114087 8 1 1 0 0 666133 4193080 30611 4859213 CONTRACT SERVICES 621400 5069451 5069451 PATIENT FEES 624100 653 653 5070104 39432 39432 126693 0 126693 126693 52470 74223 118079 109189 8890 8890 8890 70861 666133 310890 -240029 -240029 MISCELLANEOUS REVENUE 621400 49992 49992 49992 9914295 5172566 74223 -191707 1081398 1081398 346315 151038 173157 22120 4014737 2688570 941772 384395 136713 89798 33176 13739 745077 475431 195147 74499 11336 7172 3052 1112 369548 244870 109166 15512 54148 35880 15996 2272 4935 4935 208365 136402 63010 8953 122897 81434 36304 5159 264524 146282 73457 44785 154022 83979 42578 27465 277786 166639 93011 18136 118176 64434 32669 21073 31045 20571 9171 1303 351505 151032 177273 23200 66018 48442 11470 6106 MEDICAL EXPENSES 175062 175062 FUNDRAISING EXPENSES 86884 86884 DUES & SUBSCRIPTIONS 71200 47179 21032 2989 MISCELLANEOUS EXPENSE 55670 24633 29262 1775 26441 16485 8231 1725 8773802 5941666 2068934 763202 2633845 3363896 1526936 1524311 210683 156104 891597 64121 13247085 2996726 7687368 10250359 1557107 1266487 1866623 1778174 16374159 18403452 410560 560516 236 0 1894108 2823721 10113 34322 2315017 3418559 X 13187901 13189127 871241 1795766 14059142 14984893 16374159 18403452 X 1140493 -348572 133830 X X 0 1 X 1 1 1 X 2756461 4119482 3819238 7252578 4859213 22806972 3426727 3550489 4737469 4753483 5070104 21538272 6183188 7669971 8556707 12006061 9929317 44345244 131094 101009 149343 94311 45000 520757 0 131094 101009 149343 94311 45000 520757 43824487 110022 118841 118952 162259 91902 601976 110022 118841 118952 162259 91902 601976 75951 75655 74530 77559 74223 377918 4808 5766 3967 6425 49992 70958 6373969 7870233 8754156 12252304 10145434 45396096 0.96540 0.95880 0.01330 0.01520 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2018 AMOUNT: $ 4,808. 2019 AMOUNT: $ 5,766. 2020 AMOUNT: $ 3,967. 2021 AMOUNT: $ 6,425. 2022 AMOUNT: $ 49,992. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4935 4935 8768867 8773802 588690 147173 0 0 446148 441378 588690 1476216 2214324 9384 2901 5450 4935 22670 111537 110345 147173 369055 553583 2901 5450 4935 13286 1641165 1000 -300250 -6511 1348426 1450620 3000 190216 2671 1641165 1257098 1000 192522 1450620 1040281 1000 215817 1257098 1115634 -75353 1040281 0.49990 0.00000 0.50010 0 0 1470681 1470681 1457290 341478 1115812 6711940 2049482 4662458 854616 605766 248850 2752558 2752558 10250359 DUE FROM RELATED PARTIES 1778174 1778174 CAPITAL LEASE 34322 34322 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENTS CONSIST OF FIVE INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENTS INCLUDE BOTH DONOR-RESTRICTED FUNDS AND FUNDS DESIGNATED BY THE BOARD TO FUNCTION AS ENDOWMENTS. THE INTENDED USE IS TO REQUIRE THE PRESERVATION OF FAIR VALUE OF THE ORIGINAL GIFT AND TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT, WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. ANNUAL LUNCHEON 736994 666133 70861 120623 76132 92532 21603 736994 666133 70861 120623 76132 92532 21603 310890 -240029 1 PLANNED PARENTHOOD CAMERON COUNTY 2140 BABCOCK RD 202 SAN ANTONIO TX 78229 741592603 501(C)(3) 77294 0 FMV N/A SUPPORT PROGRAMS PLANNED PARENTHOOD SAN ANTONIO 2140 BABCOCK RD 202 SAN ANTONIO TX 78229 202851515 501(C)(3) 564400 0 FMV N/A SUPPORT PROGRAMS PLANNED PARENTHOOD SOUTH TEXAS SURGICAL CENTER 2140 BABCOCK RD 202 SAN ANTONIO TX 78229 202851697 501(C)(3) 439704 0 FMV N/A SUPPORT PROGRAMS 3 0 PART I, LINE 2: THE BOARD MEMBERS ARE FAMILIAR WITH THE ORGANIZATIONS AND THEIR NEEDS. THE BOARD MEMBERS ARE ALSO AWARE OF THE USE OF FUNDS BY THE GRANTEES. X X X 0 0 0 0 0 0 0 0 0 POLIN BARRAZA SR VP & COO 144689 0 0 0 594 0 8814 0 10252 0 164349 0 0 0 JEFFREY HONS FORMER PRESIDENT & CEO 101694 0 0 0 0 0 6122 0 4979 0 112795 0 0 0 X PPFA DUES 1 30611 COST 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DETAIL REVIEWED AND APPROVED BY THE ACCOUNTING STAFF. THEN IT IS SENT VIA EMAIL TO ALL MEMBERS OF THE BOARD OF THE ORGANIZATION PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY BY REQUIRING EACH BOARD MEMBER TO REPORT CONFLICTS ANNUALLY. REPORTED CONFLICTS SHALL BE REVIEWED BY THE BOARD OF DIRECTORS TO DETERMINE IF ANY MEMBERS SHALL BE REQUIRED TO ABSTAIN FROM VOTING ON ANY ITEM WHERE THERE IS A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE REVIEW AND APPROVAL OF COMPENSATION FOR THE PRESIDENT/CEO IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS WITH INPUT FROM THE FULL BOARD. THE GROUP UTILIZES SALARY INFORMATION FROM THE AFFILIATE CHIEF EXECUTIVES COUNCIL SALARY SURVEY IN CONJUNCTION WITH LOCAL SURVEYS TO DETERMINE THE LEVEL OF COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. THE FORM 990 IS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER OF ASSETS FROM PLANNED PARENTHOOD SOUTH TEXAS SURGICAL CENTER 133,830. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS, ACTING AS A COMMITTEE OF THE WHOLE, ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. PLANNED PARENTHOOD CAMERON COUNTY 2140 BABCOCK RD 202 SAN ANTONIO TX 782294439 741592603 REPRODUCTIVE HEALTHCARE TX 501(C)(3) LINE 9 PLANNED PARENTHOOD SOUTH TEXAS 1 PLANNED PARENTHOOD SAN ANTONIO 2140 BABCOCK RD 202 SAN ANTONIO TX 782294439 202851515 REPRODUCTIVE HEALTHCARE TX 501(C)(3) LINE 9 PLANNED PARENTHOOD SOUTH TEXAS 1 PLANNED PARENTHOOD SOUTH TEXAS SURGICAL CENTER 2140 BABCOCK RD 202 SAN ANTONIO TX 782294439 202851697 REPRODUCTIVE HEALTHCARE TX 501(C)(3) LINE 9 PLANNED PARENTHOOD SOUTH TEXAS 1 PLANNED PARENTHOOD SOUTH TEXAS PHYSICIANS GROUP 2140 BABCOCK RD 202 SAN ANTONIO TX 782294439 611667325 DELIVERING HEALTH CARE & HEALTHCARE EDUCATION TO PLANNED PARENTHOOD PATIENTS TX PLANNED PARENTHOOD SOUTH TEXAS C -25186 69902 1.00000 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 1 0 PLANNED PARENTHOOD CAMERON COUNTY B 77294 FMV PLANNED PARENTHOOD SAN ANTONIO B 564400 FMV PLANNED PARENTHOOD SOUTH TEXAS SURGICAL CENTER B 439704 FMV PLANNED PARENTHOOD CAMERON COUNTY D 248007 FMV PLANNED PARENTHOOD SAN ANTONIO D 1111183 FMV PLANNED PARENTHOOD SOUTH TEXAS PHYSICIANS GROUP D 418984 FMV PLANNED PARENTHOOD SOUTH TEXAS SURGICAL CENTER J 34035 FMV PLANNED PARENTHOOD CAMERON COUNTY Q 1131422 FMV PLANNED PARENTHOOD SOUTH TEXAS SURGICAL CENTER Q 1300153 FMV PLANNED PARENTHOOD SOUTH TEXAS SURGICAL CENTER S 133830 BOOK VALUE