2024-05-15T15:02:10-05:00 2023-06-30 381357951 PLANTE & MORAN PLLC 3000 TOWN CENTER SUITE 100 SOUTHFIELD MI 48075 990 2022-07-01 381707521 PLANNED PARENTHOOD OF MICHIGAN PLAN 7349264800 950 VICTORS WAY 100 ANN ARBOR MI 48108 PAULA THORNTON GREEAR CEO 7349264800 2024-05-15 1 PAULA THORNTON GREEAR 999009999 0 TINA PETERS P00904574 2483522500 2024-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PAULA THORNTON GREEAR 950 VICTORS WAY 100 ANN ARBOR MI 48108 26529417 0 X WWW.PLANNEDPARENTHOOD.ORG/PLANNED-PARENTHOOD-MICH X 1939 MI PLANNED PARENTHOOD OF MICHIGAN WILL ENSURE BROAD PUBLIC ACCESS TO REPRODUCTIVE HEALTH CARE THROUGH DIRECT SERVICE, EDUCATION, AND ADVOCACY 20 20 306 200 2639 0 15148303 14594931 9573266 11425613 327254 261069 94499 98198 25143322 26379811 0 0 0 0 13832121 15686328 0 0 2109262 10493552 13095865 24325673 28782193 817649 -2402382 33783596 33737886 2783636 6197178 30999960 27540708 X PLANNED PARENTHOOD OF MICHIGAN WORKS TO ENSURE FULL ACCESS TO SEXUAL AND REPRODUCTIVE HEALTH CARE FOR ALL PEOPLE THROUGH MEDICAL SERVICES, EDUCATION AND ADVOCACY. 0 0 15692386 11320640 MEDICAL SERVICES - EXAMS, SURGICAL SERVICES, AND SALE OF CONTRACEPTIVES, ALL OF WHICH PROMOTE THE GOALS OF THE PATIENT'S FAMILY PLANNING NEEDS. 1266617 104973 RESEARCH AND EDUCATION SERVICES - CONDUCT RESEARCH AND EDUCATE PATIENTS AND THE GENERAL PUBLIC IN THE AREA OF FAMILY PLANNING. 2419670 PUBLIC AFFAIRS - WORKS TO PROTECT AND ENHANCE THE ABILITY OF PPMI TO DELIVER COMPREHENSIVE REPRODUCTIVE HEALTH SERVICES BY EDUCATING SUPPORTERS AND THE PUBLIC TO AFFECT PUBLIC POLICY. 3674661 PUBLIC ADVOCACY 3674661 23053334 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 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 1 17 0 1 306 1 1 1 0 0 0 0 1 1 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 MI X TAMMY HAMEL 7349264809 950 VICTORS WAY SUITE 100 ANN ARBOR MI 48108 DONALD PARFET ASST - TREASURER 1.00 1.00 X X 0 0 0 CAROL GOSS AT-LARGE 1.00 1.00 X 0 0 0 DENISE JACOB AT-LARGE 1.00 1.00 X 0 0 0 BRIAN WEISMAN BOARD MEMBER 1.00 0.00 X 0 0 0 KAMILAH DAVIS-WILSON BOARD MEMBER 1.00 0.00 X 0 0 0 REBECCA MERCADO JONES BOARD MEMBER 1.00 0.00 X 0 0 0 PETER LUNDEEN BOARD MEMBER 1.00 0.00 X 0 0 0 HELEN KATZ BOARD MEMBER 1.00 0.00 X 0 0 0 SANDRA HOWARD BOARD MEMBER 1.00 0.00 X 0 0 0 MICHAEL BRODSKY BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN HEBERT BOARD MEMBER 1.00 0.00 X 0 0 0 SARAH SCHONBERG BOARD MEMBER 1.00 0.00 X 0 0 0 CYNTHIA FORD BOARD MEMBER 1.00 1.00 X 0 0 0 AAQUILA BUFFINGTON-SHEPARD BOARD MEMBER 1.00 0.00 X 0 0 0 AURA CAZARES BOARD MEMBER 1.00 0.00 X 0 0 0 EMILY MOORHEAD BOARD MEMBER 1.00 0.00 X 0 0 0 STEEVE BUCKRIDGE CHAIR 1.00 0.00 X X 0 0 0 JACQULYN HIPPE SECRETARY 1.00 0.00 X X 0 0 0 EUGENE CRONIN SECRETARY 1.00 1.00 X X 0 0 0 JULIE FUNKE TREASURER 1.00 0.00 X X 0 0 0 DENISE ANN THAL CFO 45.00 0.00 X 286203 0 26012 JAMES NORTON JR CHIEF DEVELOPMENT OFFICER 45.00 0.00 X 177750 0 9520 DANIELLE BESSANT CHIEF EXPERIENCE OFFICER 45.00 0.00 X 115155 0 12820 SARAH WALLETT CHIEF MEDICAL OFFICER 45.00 0.00 X 364101 0 27312 NICOLE WELLS STALLWORTH ED, PPAM AND VP OF ADVOCACY 23.00 0.00 X 175841 0 17800 PAULA THORNTON GREEAR PRESIDENT/ CEO 40.00 3.00 X 172683 0 9135 CHERIE SEITZ VP OF EDUCATION AND OUTREACH 45.00 0.00 X 114835 0 8256 KATHERINE STARR ASSOCIATE MEDICAL DIRECTOR 37.50 0.00 X 285774 0 7182 LAURA CASTLEMAN ASSOCIATE MEDICAL DIRECTOR 37.50 0.00 X 261476 0 5285 HALLEY CRISSMAN ASSOCIATE MEDICAL DIRECTOR 37.50 0.00 X 202769 0 4055 TAMARA HAMEL CONTROLLER 45.00 0.00 X 162877 0 5914 NOREEN PAHOLAK SR DIRECTOR OF MAJOR GIFTS 45.00 0.00 X 135685 0 9587 LORI CARPENTIER FORMER PRESIDENT/ CEO 45.00 0.00 X 201650 0 0 2656799 0 142878 32 1 1 0 PARHELION TECHNOLOGIES 5148 SADDLE RIDGE PLYMOUTH MI 48170 INFORMATION TECHNOLOGY SERVICES 176460 1 724362 3419227 10451342 188931 14594931 MEDICAL SERVICES 621400 11320640 11320640 RESEARCH AND CLINICAL TRIALS 900099 104973 104973 11425613 257099 257099 32825 6366 26459 26459 2639 23820 3970 0 3970 3970 3970 214979 724362 143240 71739 71739 26379811 11425613 2639 356628 X 1646075 1296237 196016 153822 11759956 9260633 1400382 1098941 186782 147086 22242 17454 1124170 877460 160357 86353 969345 755318 142674 71353 85581 85581 20201 14815 2818 2568 2631 2631 3538953 2408275 838851 291827 182737 143059 39678 751046 550801 104764 95481 742377 544443 103555 94379 912931 578457 261315 73159 204575 131954 53330 19291 215121 77134 97087 40900 11407 11407 663998 567519 96092 387 538962 502299 29683 6980 MEDICAL SUPPLIES 3435957 3435957 REPAIRS & MAINTENANCE 988646 988646 EDUCATIONAL EXPENSES 654926 654926 DUES EXPENSES 188024 137862 28107 22055 -42208 -30954 -5888 -5366 28782193 23053334 3619597 2109262 5650 3000 1489264 1709252 1807458 1345143 1129940 626588 468450 542110 257422 215774 17152839 6860917 10874035 10291922 15057643 14589327 2693734 4414770 33783596 33737886 2366236 4267910 194862 99303 222538 168498 0 1661467 2783636 6197178 X 21024785 17652326 9975175 9888382 30999960 27540708 33783596 33737886 X -2402382 1042362 -2099234 X X 0 1 X 1 1 1 X 13440232 12398999 7180398 15148303 14594931 62762863 13440232 12398999 7180398 15148303 14594931 62762863 62762863 287632 224766 207240 296531 289924 1306093 328287 14475 8844 149122 214979 715707 64784663 48987376 0.96880 0.96620 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING INCOME PART II: BECAUSE OF THE SHORT YEAR-END FILING, THE COLUMNS IN SCHEDULE A PART III CORRESPOND TO THE FOLLOWING TAX YEARS: 2018 = FYE 9/30/2019 2019 = FYE 9/30/2020 2020 = SHORT YEAR-END 6/30/2021 2021 = FYE 6/30/2022 2022 = FYE 6/30/2023 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20201 20201 23033133 23053334 1000000 250000 0 0 1000000 954978 1000000 1000000 3954978 5932467 35522 16348 49359 20201 121430 250000 238745 250000 250000 988745 1483118 5150811 503279 194960 5459130 5704858 -418631 135416 5150811 5043812 729817 68771 5704858 4843415 1000 316460 117063 5043812 4825677 1000 121141 104403 4843415 0.00000 0.64520 0.35480 1 0 926705 926705 12613500 4179342 8434158 3612634 2681575 931059 10291922 AFFILIATE ACCOUNTS RECEIVABLE - NET 2723010 GIFT ANNUITIES 36211 RIGHT OF USE ASSET 1655549 4414770 LEASE LIABILITY 1661467 1661467 PART V, LINE 4: THERE ARE PRESENTLY SEVEN ENDOWMENT FUNDS, THE TRAINING FUND WHICH IS FOR MEDICAL TRAINING, THE TOWSLEY FUND, THE PPSM FUND, THE PPSCM FUND, THE PPWNM FUND, AND THE SCHWARZ FUND ARE ALL OPERATIONAL ENDOWMENTS, AND THE PPECM FUND IS FOR INVESTMENT IN FUTURE LEADERSHIP. ANN ARBOR EVENT 181042 135174 45868 4000 5189 DETROITS CHOICE EVENT 235220 202891 32329 29900 3665 5 523079 386297 136782 23683 76802 939341 724362 214979 57583 85656 143239 71740 X X X 1 0 0 0 0 0 0 0 0 SARAH WALLETT CHIEF MEDICAL OFFICER 364101 0 0 0 0 0 6100 0 21212 0 391413 0 0 0 DENISE ANN THAL CFO 286203 0 0 0 0 0 4800 0 21212 0 312215 0 0 0 KATHERINE STARR ASSOCIATE MEDICAL DIRECTOR 285774 0 0 0 0 0 7182 0 0 0 292956 0 0 0 LAURA CASTLEMAN ASSOCIATE MEDICAL DIRECTOR 261476 0 0 0 0 0 5285 0 0 0 266761 0 0 0 HALLEY CRISSMAN ASSOCIATE MEDICAL DIRECTOR 202769 0 0 0 0 0 4055 0 0 0 206824 0 0 0 LORI CARPENTIER FORMER PRESIDENT/ CEO 0 0 0 0 201650 0 0 0 0 0 201650 0 0 0 NICOLE WELLS STALLWORTH ED, PPAM AND VP OF ADVOCACY 175841 0 0 0 0 0 3548 0 14252 0 193641 0 0 0 JAMES NORTON JR CHIEF DEVELOPMENT OFFICER 177750 0 0 0 0 0 3606 0 5914 0 187270 0 0 0 PAULA THORNTON GREEAR PRESIDENT/ CEO 172683 0 0 0 0 0 650 0 8485 0 181818 0 0 0 TAMARA HAMEL CONTROLLER 162877 0 0 0 0 0 0 0 5914 0 168791 0 0 0 PART I, LINE 4A LORI CARPENTIER RECEIVED A SEVERANCE PAYMENT OF $162,500 X 21 188931 SALE PRICE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS IS SENT THE 990 PRIOR TO FILING AND ENCOURAGED TO RESPOND WITH QUESTIONS OR CONCERNS. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE IS ACHIEVED THROUGH THE ADMINISTRATION OF OUR CORPORATE COMPLIANCE PROGRAM THAT INCLUDES DIRECTOR/EMPLOYEE ADHERENCE THROUGH SPECIFIC STANDARDS AND GUIDELINES. THESE STANDARDS AND GUIDELINES ARE RELATED TO PLANNED PARENTHOOD OF MICHIGAN POLICIES, PPFA GUIDELINES, LEGAL AND REGULATORY COMPLIANCE AND ARE COMMUNICATED TO ALL DIRECTORS/STAFF MEMBERS AT POINT OF ELECTION/HIRE AND ANNUALLY. DIRECTORS/EMPLOYEES ARE REQUIRED TO NOTIFY PLANNED PARENTHOOD OF MICHIGAN OF ANY ACTIVITIES WHICH MIGHT BE CONSIDERED A CONFLICT OF INTEREST. A REPORTING MECHANISM EXISTS FOR EMPLOYEES TO REPORT SUSPECTED WRONGDOING. DIRECTORS WITH CONFLICTS DISCLOSE AND ABSTAIN FROM VOTING ON THE ISSUE. FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S SALARY REVIEW AND APPROVAL IS COMPLETED BY AN INDEPENDENT SUB-COMMITTEE ASSIGNED BY THE BOARD OF DIRECTORS AND DOCUMENTED IN THE SUBCOMMITTEE MEETING MINUTES. CEO COMPENSATION IS BASED ON LOCAL AND NATIONAL COMPENSATION FIGURES FOR COMPARABILITY. THE SUB-COMMITTEE HAS BEEN GRANTED THIS AUTHORITY BY THE BOARD OF DIRECTORS TO ENSURE APPROPRIATE COMPENSATION REVIEW AND PRACTICES FOR THE CEO ARE IN PLACE AND EVALUATED ANNUALLY. THIS PROCESS WAS LAST COMPLETED IN FEBRUARY 2023. ANNUAL PERFORMANCE AND COMPENSATION REVIEWS FOR THE EXECUTIVE TEAM ARE PERFORMED BY THE CEO AS DELEGATED BY THE BOARD OF DIRECTORS AND ARE ALSO BASED ON LOCAL AND NATIONAL COMPENSATION FIGURES FOR COMPARABILITY. THE EVP FOR BUSINESS OPERATIONS APPROVES ALL OTHER STAFF COMPENSATION IN PARTNERSHIP WITH THE HEADS OF DEPARTMENTS BASED ON COMPARABILITY DATA. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE ALWAYS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT AND PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,408,275. MANAGEMENT AND GENERAL EXPENSES 838,851. FUNDRAISING EXPENSES 291,827. TOTAL EXPENSES 3,538,953. FORM 990, PART XI, LINE 9: CHN LOAN & WITHDRAWL PAYMENTS -2,099,234. FORM 990, PART XII, LINE 2C: FINANCIAL STATEMENTS WERE AUDITED BY AN INDEPENDENT ACCOUNTANT AND THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. WEST MICHIGAN FACILITIES CORPORATION 950 VICTORS WAY SUITE 100 ANN ARBOR MI 48108 382707219 PROPERTY HOLDING MI 501(C)(2) PLANNED PARENTHOOD OF MICHIGAN 1 PLANNED PARENTHOOD ADVOCATES OF MICHIGAN PO BOX 15041 LANSING MI 48901 382765858 EDUCATION MI 501(C)(4) N/A 0 MICHIGAN PLANNED PARENTHOOD VOTES SUPER PAC 950 VICTORS WAY SUITE 100 ANN ARBOR MI 48108 471644866 POLITICAL MI 527 N/A 0 PLANNED PARENTHOOD ADVOCATES OF MI PAC PO BOX 19104 LANSING MI 48901 912089210 POLITICAL MI 527 N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 WEST MICHIGAN FACILITIES CORPORATION K 135600 LEASE AGREEMENT PLANNED PARENTHOOD ADVOCATES OF MICHIGAN N 189010 DIVISION OF ACTIVITIES