2024-05-10T17:25:21-05:00 2023-06-30 231144520 TAIT WELLER & BAKER LLP 50 SOUTH 16TH STREET SUITE 2900 PHILADELPHIA PA 19102 990 2022-07-01 232450112 PLANNED PARENTHOOD KEYSTONE PLAN 6104810481 29 N 9TH STREET C ALLENTOWN PA 18101 MELISSA REED CEO 6104810481 2024-05-10 1 MELISSA REED 999009999 0 HARRISON PEREIRA P00746867 2159798800 2024-05-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X MELISSA REED 29 N 9TH STREET C ALLENTOWN PA 18101 18872004 0 X WWW.PPKEYSTONE.ORG X 1925 PA PLANNED PARENTHOOD KEYSTONE SERVES RESIDENTS OF 37 PENNSYLVANIA COUNTIES THROUGH 9 MEDICAL CENTERS, A COMPREHENSIVE SEXUALITY EDUCATION PROGRAM, AND AS AN ADVOCATE FOR REPRODUCTIVE RIGHTS. TWENTY-FIVE PERCENT OF THE STATE'S WOMEN, MEN AND TEENS LIVES WITHIN REACH OF OUR AFFORDABLE, CONFIDENTIAL AND CULTURALLY-RESPONSIVE REPRODUCTIVE HEALTH CENTERS. 20 20 156 200 0 0 12648793 7338898 6425232 7911898 385463 355190 -21931 -26632 19437557 15579354 0 0 0 0 6041086 8287729 0 0 974174 6220626 8525280 12261712 16813009 7175845 -1233655 15148697 14954173 2122069 3095555 13026628 11858618 X PPKEYSTONE'S MISSION IS TO: PROVIDE AND PROMOTE HIGH QUALITY AND COMPREHENSIVE REPRODUCTIVE HEALTH CARE THROUGH MEDICAL SERVICES, EDUCATION AND ADVOCACY, REGARDLESS OF ABILITY TO PAY. 0 0 12451922 7977945 REPRODUCTIVE HEALTH CARE: PLANNED PARENTHOOD IS THE LEADING PROVIDER OF REPRODUCTIVE HEALTH CARE. PATIENTS PAY FOR EXAMINATIONS, TESTS, TREATMENTS AND METHODS OF BIRTH CONTROL ACCORDING TO AN INCOME-BASED, SLIDING FEE SCALE. MOST INSURANCE PLANS ARE ACCEPTED, AS WELL AS MEDICAID AND OTHER PUBLICLY-FUNDED INSURANCE PROGRAMS. AS THEIR LIVES UNFOLD, WOMEN AND MEN VISIT PLANNED PARENTHOOD FOR CONTRACEPTION EDUCATION AND SUPPLIES, ANNUAL GYNECOLOGICAL EXAMS, SEXUALLY TRANSMITTED DISEASE TESTING AND TREATMENT, PREGNANCY TESTS, CERVICAL CANCER SCREENING AND TREATMENT, AND ABORTION CARE. WHILE ABORTION SERVICES ACCOUNT FOR LESS THAN 5 PERCENT OF OUR SERVICES, PLANNED PARENTHOOD IS COMMITTED TO ENSURING THAT ABORTION IS SAFE, LEGAL AND AFFORDABLE. 302475 COMPREHENSIVE SEXUALITY EDUCATION: THE COMPREHENSIVE SEXUALITY EDUCATION WE OFFER IN SCHOOLS AND COMMUNITY ORGANIZATIONS UTILIZES MEDICALLY ACCURATE, AGE-APPROPRIATE INFORMATION TO HELP YOUNG PEOPLE ACQUIRE HEALTHY ATTITUDES AND BEHAVIORS REGARDING HUMAN DEVELOPMENT AND SEXUALITY. OUR GOAL IS FOR TEENS TO DELAY SEXUAL ACTIVITY OR, IF THEY BECOME SEXUALLY ACTIVE, TO DO SO RESPONSIBLY. EITHER CHOICE ENABLES THEM TO PREVENT THE POTENTIALLY LIFE-CHANGING CONSEQUENCES OF UNINTENDED PREGNANCY AND SEXUALLY TRANSMITTED DISEASE. 74646 ADVOCACY: THROUGH PUBLIC POLICY AND PUBLIC RELATIONS EFFORTS, PPKEYSTONE ENSURES THAT THE COMMUNITIES WE SERVE ARE AWARE OF LEGISLATION AND POLICY THAT THREATENS OR WEAKENS ACCESS TO CARE. PPKEYSTONE WORKS WITH ITS CONSTITUENTS TO ENGAGE IN PUBLIC DEBATE, TO EDUCATE OUR LEGISLATORS TO MAKE INFORMED DECISIONS AND TO COLLABORATE WITH OTHER KEY STAKEHOLDERS TO IMPROVE ACCESS TO NONJUDGMENTAL REPRODUCTIVE HEALTH CARE AND COMPREHENSIVE SEXUALITY EDUCATION. 710641 PAYMENTS TO AFFILIATED ORGANIZATION AND LOAN GUARANTEE EXPENSE 710641 13539684 1 1 0 1 0 0 0 0 0 1 1 0 0 1 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 25 0 156 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X MARIANNE MUISE 6107096071 610 LOUIS DRIVE SUITE 300 WARMINSTER PA 18974 LIZ VIBBER CHAIR 5.00 X X 0 0 0 HANNAH CLARK DIRECTOR 2.00 X 0 0 0 KATHARINE DALKE DIRECTOR 2.00 X 0 0 0 SHAVONNIA CORBIN JOHNSON DIRECTOR 2.00 X 0 0 0 MELANIE STONE DIRECTOR 2.00 X 0 0 0 JES KAST DIRECTOR 2.00 X 0 0 0 JUDY CHANG CODY DIRECTOR 2.00 X 0 0 0 MIA BRICENO DIRECTOR 2.00 X 0 0 0 CATHERINE BAYE EASTON DIRECTOR 2.00 X 0 0 0 IVY SILVER DIRECTOR 2.00 X 0 0 0 CRAIG TROUT DIRECTOR 2.00 X 0 0 0 JULIE SLOAN MD DIRECTOR 2.00 X 0 0 0 ALEXIS HEDGELAND DIRECTOR 2.00 X 0 0 0 KIRA SCOTT DIRECTOR 2.00 X 0 0 0 JON STEVENS DIRECTOR 2.00 X 0 0 0 VICKI MAYK DIRECTOR 2.00 X 0 0 0 ERICA TOWNES DIRECTOR 2.00 X 0 0 0 BERNICE HINES CORBIT SECRETARY 5.00 X X 0 0 0 JENNIFER DUFFIELD TREASURER 5.00 X X 0 0 0 TAYNA LONGINO VICE CHAIR 5.00 X X 0 0 0 MELISSA REED CEO 40.00 X 207345 0 16674 NATALIA ARMOZA CFO 40.00 X 155212 0 1542 SAMANTHA BOBILA CHIEF EXTERNAL AFFAIRS OFF 40.00 X 135000 0 2018 TRISH TASHJIAN COO 40.00 X 136323 0 16416 CONSTANCE CHANG CLINICIAN 40.00 X 119841 0 465 MARY WOLFF CLINICIAN 40.00 X 103440 0 7898 CASSANDRA SCULLY LEAD CLINICIAN 40.00 X 151955 0 8613 DANIEL SCHWARTZMAN STAFF PHYSICIAN 40.00 X 172287 0 8903 1181403 0 62529 8 0 1 0 CLINICAL HEALTH NETWORK FOR TRANSFORMATI 2300 N FLORIDA MANGO RD WEST PALM BEACH FL 33409 IT SERVICES/CALL CENTER 1294566 THERACOM LLC 1195 TRADEMARK DRIVE STE 102-C RENO NV 89521 MEDICAL SUPPLIES 391750 BETTERHEALTH 23262 WESTHEIMER RD 944 HOUSTON TX 77098 BILLING SERVICE, ELECTRONIC HEALTH RECOR 386988 R&S NORTHEAST LLC 8407 AUSTIN TRACY ROAD FOUNTAIN RUN KY 42133 PHARMACEUTICAL SUPPLIER 339446 LABORATORY CORPORATION OF AMERICA HOLDIN 531 SOUTH SPRING STREET BURLINGTON NC 27215 LABORATORY SERVICES 295492 18 102731 2029791 5206376 193964 7338898 THIRD PARTY BILLINGS 624100 5946306 5946306 MEDICAID 624100 1334673 1334673 MISCELLANEOUS PATIENT 624100 630919 630919 7911898 313736 313736 3307472 3266018 41454 41454 41454 0 102731 26632 -26632 -26632 15579354 7911898 0 328558 X 785232 608352 103759 73121 6244272 4837699 825105 581468 71400 55316 9435 6649 648189 526319 62651 59219 538636 411729 76669 50238 114507 114507 30900 30900 25547 25547 2581928 2024450 500511 56967 330829 323460 7369 301464 133372 122743 45349 359386 337029 21532 825 338340 279101 24972 34267 9959 9959 171413 171413 377119 239599 137456 64 304421 240209 64200 12 CONTRACEPTIVE SUPPLIES 957501 957501 LAB FEES 374961 374961 BUILDING & EQUIPMENT MA 365045 331918 29737 3390 ELECTRONIC HEALTH RECOR 228425 228425 1653535 1458831 139468 55236 16813009 13539684 2299151 974174 15122 232434 829612 586512 297300 350480 109760 114568 253109 12436 8043999 3686216 4011528 4357783 9350006 8138643 282260 1161317 15148697 14954173 1475019 772638 395680 245085 632480 401965 755529 0 539228 2122069 3095555 X 11336339 9995935 1690289 1862683 13026628 11858618 15148697 14954173 X -1233655 67460 -1815 X X 0 1 X 1 1 1 X 4117748 5446696 3786660 12648793 7338898 33338795 5323563 4866400 6103997 6425232 7911898 30631090 9441311 10313096 9890657 19074025 15250796 63969885 0 0 0 63969885 66018 71688 48206 102396 313736 602044 66018 71688 48206 102396 313736 602044 9507329 10384784 9938863 19176421 15564532 64571929 0.99070 0.99390 0.00930 0.00610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 16813009 16813009 990650 247663 0 0 681473 686181 763086 990650 3121390 4682085 170368 171545 190772 247663 780348 1170522 1809938 347333 118755 60195 2215831 994008 999904 -137585 46389 1809938 807750 237219 50961 994008 1078007 4743 275000 807750 1171914 5793 99700 1078007 0.55310 0.36290 0.08400 1 0 486813 486813 5237192 2381194 2855998 1183831 633683 550148 1060772 671339 389433 75391 75391 4357783 TRUSTS HELD BY PPFA 30999 BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATIONS 265122 RIGHT OF USE ASSETS 749196 ASSETS WHOSE USE IS LIMITED 116000 1161317 LOAN GUARANTEE OBLIGATION 539228 539228 X 15661760 67460 40493 107953 15553807 25547 25547 15579354 16814094 26632 26632 16787462 25547 25547 16813009 PART V, LINE 4: SUPPORT THE OPERATIONS OF THE ORGANIZATION. PART X, LINE 2: MANAGEMENT HAS REVIEWED THE TAX POSITIONS FOR EACH OF THE OPEN FISCAL TAX YEARS (2020-2022) OR EXPECTED TO BE TAKEN IN THE ORGANIZATION'S FISCAL 2023 TAX RETURN AND HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST 10,258. CHANGE IN SPLIT INTEREST AGREEMENTS 3,603. FUNDRAISING SPECIAL EVENTS EXPENSE 26,632. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING SPECIAL EVENTS EXPENSE 26,632. KEYSTONE CARES 102731 102731 26632 102731 102731 26632 26632 -26632 X X X 0 0 0 0 0 0 0 0 0 MELISSA REED CEO 207345 0 0 0 0 0 3323 0 13351 0 224019 0 0 0 DANIEL SCHWARTZMAN STAFF PHYSICIAN 172287 0 0 0 0 0 2648 0 6255 0 181190 0 0 0 CASSANDRA SCULLY LEAD CLINICIAN 151955 0 0 0 0 0 2356 0 6257 0 160568 0 0 0 NATALIA ARMOZA CFO 155212 0 0 0 0 0 0 0 1542 0 156754 0 0 0 TRISH TASHJIAN COO 136323 0 0 0 0 0 2201 0 14215 0 152739 0 0 0 X 8 193964 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B MEMBERS OF THE FINANCE COMMITTEE, IN ADDITION TO THE FINANCE STAFF, REVIEW THE 990 IN DETAIL PRIOR TO FILING. THE ENTIRE BOARD OF DIRECTORS HAVE ACCESS TO THE 990 ELECTRONICALLY PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY AND EVERY BOARD MEMBER IS REQUIRED TO DISCLOSE ANNUALLY VIA AN ANNUAL BOARD DISCLOSURE SUPPORT STATEMENT. FORM 990, PART VI, SECTION B, LINE 15A PERFORMANCE EVALUATION- THE CHAIR OF THE BOARD WORKS WITH THE HUMAN RESOURCES DEPT TO INITIATE AND COMPLETE THE ANNUAL PERFORMANCE AND COMPENSATION REVIEW FOR THE CEO. THE BOARD CHAIR DISTRIBUTES A CEO EVALUATION FORM TO ALL BOARD MEMBERS. THE FORM IS RETURNED DIRECTLY TO THE CHAIR WHO SHARES THE RESULTS WITH THE BOARD EXECUTIVE COMMITTEE. THE CHAIR MEETS WITH THE CEO TO DELIVER THE RESULTS. THE RESULTS ARE KEPT IN THE CEO'S PERSONNEL FILE. COMPENSATION REVIEW- AN INCREASE TO CEO COMPENSATION, IF ANY, DEPENDS UPON POSITIVE EVALUATION RESULTS AND BUDGET RESTRICTIONS. THE SUGGESTED INCREASE IS REVIEWED AGAINST PLANNED PARENTHOOD FEDERATION OF AMERICA'S ANNUAL CEO COMPENSATION REPORT AND AGAINST EXTERNAL SALARY SURVEYS. THE BOARD'S AWARD OF AN INCREASE IS NOTED ON THE AFFILIATE'S CHANGE OF STATUS FORM WHICH IS COPIED TO THE FINANCE DEPARTMENT AND STORED IN THE CEO'S PERSONNEL FILE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 908,664. MANAGEMENT AND GENERAL EXPENSES 500,511. FUNDRAISING EXPENSES 56,967. TOTAL EXPENSES 1,466,142. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 267,026. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 267,026. INFORMATION TECHNOLOGY: PROGRAM SERVICE EXPENSES 848,760. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 848,760. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST 10,258. CHANGE IN SPLIT INTEREST AGREEMENTS 3,603. LOSS ON DISPOSAL OF FIXED ASSETS -15,676. FORM 990, PART XI, LINE 2C THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE AUDIT.