2024-08-15T12:39:02-05:00 2023-09-30 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2022-10-01 221643997 PLANNED PARENTHOOD OF NORTHERN CENTRAL AND SOUTHERN NEW JERSEY INC PLAN 9735399580 196 SPEEDWELL AVE MORRISTOWN NJ 07960 RONALD TOFFOLO CHIEF FINANCIAL OFFICER 9735399580 2024-08-14 1 0 WILLIAM A LOUGHERY P01603932 2156433900 2024-08-14 2022 2024-08-08 14:25:15Z TRISTE BROOKS 196 SPEEDWELL AVE MORRISTOWN NJ 07960 41437373 0 X WWW.PPGNNJ.ORG X 1932 NJ PROVIDE REPRODUCTIVE HEALTH CARE, EDUCATION, AND RELATED SERVICES 14 14 235 25 0 0 19133205 27397267 13996423 13685229 84791 99983 41173 116732 33255592 41299211 1114562 1264274 0 0 17886527 19269346 0 0 908530 12280333 14931642 31281422 35465262 1974170 5833949 25823093 39349460 2153690 9457418 23669403 29892042 X PLANNED PARENTHOOD OF NORTHERN, CENTRAL, AND SOUTHERN NEW JERSEY PROVIDES CONFIDENTIAL, AFFORDABLE, HIGH-QUALITY HEALTH CARE. WE PROTECT AND PROMOTE THE FUNDAMENTAL RIGHT OF ALL INDIVIDUALS TO MAKE THEIR OWN PERSONAL HEALTH DECISIONS. CONTINUED ON SCHEDULE O. WE PROVIDE COMPREHENSIVE HEALTH EDUCATION AND INFORMATION WHICH ENABLES INDIVIDUALS TO MAKE RESPONSIBLE AND INFORMED CHOICES. WE BELIEVE THAT RESPECT AND VALUE FOR DIVERSITY IN ALL ASPECTS OF OUR WORK ARE ESSENTIAL TO OUR ACHIEVING THIS MISSION. 0 0 26677833 0 13685229 IN FISCAL YEAR 2023, PPNCSNJ'S SKILLED HEALTH CARE PROFESSIONALS PROVIDED HIGH-QUALITY, AFFORDABLE FAMILY PLANNING AND REPRODUCTIVE HEALTH CARE TO 53,136 UNDUPLICATED INDIVIDUALS WITH 100,548 HEALTH CENTER VISITS. CARING PHYSICIANS, NURSE PRACTITIONERS, AND OTHER STAFF HELPED OUR PATIENTS, ENCOURAGING THEM TO ASK QUESTIONS IN AN ENVIRONMENT THAT MILLIONS HAVE GROWN TO TRUST IN 16 HEALTH CENTERS IN OUR SERVICE AREA. 926328 0 41710 PPNCSNJ IS A LEADING EDUCATOR ON REPRODUCTIVE AND SEXUAL HEALTH TOPICS. WE DELIVER COMPREHENSIVE AND MEDICALLY ACCURATE INFORMATION THAT EMPOWERS WOMEN, MEN, TEENS AND FAMILIES TO MAKE INFORMED DECISIONS AND LEAD HEALTHY LIVES. OUR SEXUAL HEALTH EDUCATORS PLAY A VITAL ROLE IN PROVIDING YOUNG PEOPLE WITH HONEST SEXUALITY AND RELATIONSHIP INFORMATION TO HELP REDUCE THE ALARMINGLY HIGH RATES OF TEEN PREGNANCIES AND SEXUALLY TRANSMITTED INFECTIONS. 1264274 1264274 45307 ON CAMPUSES AND ONLINE, IN OUR STATEHOUSES AND IN COMMUNITY SETTINGS AND IN THE MEDIA, PPNCSNJ IS A VISIBLE AND PASSIONATE ADVOCATE FOR POLICIES THAT ENABLE NEW JERSEY COMMUNITY MEMBERS TO ACCESS COMPREHENSIVE REPRODUCTIVE AND SEXUAL HEALTH CARE, EDUCATION AND INFORMATION. 28868435 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 107 0 235 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X THE ORGANIZATION 9735399580 196 SPEEDWELL AVE MORRISTOWN NJ 07960 C NEERING CO-PRESIDENT & CEO 35.00 X 352502 0 23707 T BROOKS CO-PRESIDENT & CEO 35.00 X 331992 0 19122 D ADEST CFO (UNTIL DEC '22) 35.00 X 319666 0 20127 R TOFFOLO VP OF FINANCE & CFO (FROM DEC '22) 35.00 X 197699 0 9135 R TILLMAN-TAYLOR CHIEF HUMAN RESOURSE OFFICER 35.00 X 229042 0 41721 D MILLER CHIEF ADMINISTRATION OFFICER 35.00 X 253242 0 17193 K ROSSET SPECIAL PROJECTS OFFICER 35.00 X 224791 0 10124 K LEVEILLE VICE PRESIDENT OF FINANCE 35.00 X 200390 0 16038 E TALMONT CHIEF PROJECT OFFICER 35.00 X 181159 0 14771 C NEWMAN CHAIR 10.00 X X 0 0 0 J GOTTI FIRST VICE CHAIRPERSON 2.00 X X 0 0 0 K KLEEMAN SECOND VICE CHAIRPERSON 2.00 X X 0 0 0 J WOOD TREASURER 2.00 X X 0 0 0 S FISHER SECRETARY 2.00 X X 0 0 0 R BERRIA BOARD MEMBER 1.00 X 0 0 0 M BRAHANEY BOARD MEMBER 1.00 X 0 0 0 P COOK BOARD MEMBER 1.00 X 0 0 0 V JETHWANI BOARD MEMBER 1.00 X 0 0 0 K LAU BOARD MEMBER 1.00 X 0 0 0 M ROEMER BOARD MEMBER 1.00 X 0 0 0 J SAKS BOARD MEMBER 1.00 X 0 0 0 C WILKINS BOARD MEMBER 1.00 X 0 0 0 L WINTERS BOARD MEMBER 1.00 X 0 0 0 2290483 0 171938 47 0 1 0 WHISTLE BUILDING 127 ROUTE 206 HAMILTON NJ 08610 MAINTENANCE/CLEANING 456254 ARCHER AND GREINER 1025 LAUREL OAK ROAD VOORHEES NJ 08043 LEGAL SERVICES 246044 OPEN HAND MEDIA 265 TERMINO AVE LONG BEACH CA 90803 ADVERTISING 180000 DONALD BOYCHUK S47 WEST 36105 MEDOWS DRIVE DOUSMAN WI 53118 CONSULTANCY 178750 PERELMAN SECURITY GROUP 4150 BATTERY PARK BLVD APT 313 WILLIAMSBURG VA 23185 SECURITY 117206 5 106430 21572693 5718144 12142 27397267 PROGRAM REVENUE 621400 13685229 13685229 13685229 76169 76169 60430 12340 48956 0 11474 12340 23814 23814 79822 106430 81491 -1669 -1669 49425 7715 41710 41710 MISCELLANEOUS 900099 76691 45307 31384 76691 41299211 13772246 0 129698 1264274 1264274 1447422 144698 1157394 145330 14087001 12448863 1331114 307024 434517 370412 46498 17607 2136329 1936765 129567 69997 1164077 939208 191878 32991 257682 146408 111274 104124 104124 35597 35597 1923615 1136863 758229 28523 417879 367097 40281 10501 1789847 1527976 188757 73114 1090500 959686 89433 41381 1746168 1696582 49586 478186 343911 124174 10101 378590 321421 44836 12333 504969 403975 85845 15149 444982 444982 SUPPLIES AND MEDICATION 4301502 4263552 37950 PLEDGE WRITE-OFF 784100 784100 PERSONNEL AND TRAINING 409991 41927 366282 1782 DUES 223042 71739 8753 142550 40868 38096 2625 147 35465262 28868435 5688297 908530 4763404 6114910 946691 2987836 1539114 3466578 1688486 1742729 456007 541085 1022812 1025817 20078513 7238513 7047635 12840000 1206930 1264020 4587180 4769196 2564834 4597289 25823093 39349460 1575550 1396714 328140 201517 250000 5825971 0 2033216 2153690 9457418 X 18279926 24662237 5389477 5229805 23669403 29892042 25823093 39349460 5833949 388690 0 X 0 1 X 1 1 1 X 14276325 16596360 21716094 19133205 27397267 99119251 14276325 16596360 21716094 19133205 27397267 99119251 99119251 185266 103874 57178 69230 76169 491717 94871 21120 2815 3377 31384 153567 99764535 69282668 0.99350 0.99050 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 94,871. 2019 AMOUNT: $ 21,120. 2020 AMOUNT: $ 2,815. 2021 AMOUNT: $ 3,377. 2022 AMOUNT: $ 31,384. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3757144 369213 239322 3914035 4698420 -678196 263080 3757144 4127735 734 794957 225006 4698420 4021273 650049 543587 4127735 3947893 100405 27025 4021273 0.90970 0.06390 0.02640 1 0 970352 970352 8461086 4606284 3854802 1314062 1010693 303369 2465408 1621536 843872 6867605 6867605 12840000 POOLED INVESTMENTS 4642967 F INSURANCE AFFILIATE 16229 C PREFERRED STOCK 110000 C 4769196 BENEFICIAL INTERESTS 2519524 SECURITY DEPOSITS 56725 RIGHT OF USE ASSET 2021040 4597289 LEASE LIABILITY 2032993 OTHER CURRENT LIABILITIES 223 2033216 X 41741510 388690 388690 41352820 35597 -89206 -53609 41299211 35518871 89206 89206 35429665 35597 35597 35465262 PART V, LINE 4: EARNINGS AND INVESTMENT RETURNS FROM THE PERMANENT ENDOWMENT ARE EXPENDABLE FOR USE IN OPERATIONS. BOARD DESIGNATED FUNDS ARE ALSO EXPENDABLE FOR OPERATIONS IN ACCORDANCE WITH THE ENDOWMENT SPENDING POLICY AND FURTHER UPON APPROVAL OF THE BOARD OF DIRECTORS. PART X, LINE 2: THE ORGANIZATION HAS QUALIFIED AS NONPROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION FOLLOWS THE ACCOUNTING GUIDANCE FOR UNCERTAINTIES IN INCOME TAX POSITIONS, WHICH REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A MORE-LIKELY-THAN-NOT THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED SEPTEMBER 30, 2023. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSES -81,491. COST OF GOODS SOLD -7,715. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSES 81,491. COST OF GOODS SOLD 7,715. ANNUAL SPRING BENEFIT 186252 106430 79822 16975 29956 21081 13479 186252 106430 79822 16975 29956 21081 13479 81491 -1669 1 PLANNED PARENTHOOD ACTION FUND OF NEW JERSEY 196 SPEEDWELL AVENUE MORRISTOWN NJ 07960 223243732 501(C)(4) 1264274 0 SUPPORT PUBLIC AFFAIRS PROGRAMS 0 1 PART I, LINE 2: OBTAIN REPORTS FROM GRANTEE ON USE OF FUNDS AWARDED. X X X 0 0 0 0 0 0 0 1 0 C NEERING CO-PRESIDENT & CEO 317502 0 35000 0 0 0 17169 0 6538 0 376209 0 0 0 T BROOKS CO-PRESIDENT & CEO 296992 0 35000 0 0 0 13517 0 5605 0 351114 0 0 0 D ADEST CFO (UNTIL DEC '22) 290666 0 29000 0 0 0 14613 0 5514 0 339793 0 0 0 R TOFFOLO VP OF FINANCE & CFO (FROM DEC '22) 180199 0 17500 0 0 0 8971 0 164 0 206834 0 0 0 R TILLMAN-TAYLOR CHIEF HUMAN RESOURSE OFFICER 229042 0 0 0 0 0 36058 0 5663 0 270763 0 0 0 D MILLER CHIEF ADMINISTRATION OFFICER 230742 0 22500 0 0 0 11688 0 5505 0 270435 0 0 0 K ROSSET SPECIAL PROJECTS OFFICER 204791 0 20000 0 0 0 10061 0 63 0 234915 0 0 0 K LEVEILLE VICE PRESIDENT OF FINANCE 181390 0 19000 0 0 0 9500 0 6538 0 216428 0 0 0 E TALMONT CHIEF PROJECT OFFICER 164659 0 16500 0 0 0 8233 0 6538 0 195930 0 0 0 PART I, LINE 3 THE BOARD'S EXECUTIVE COMMITTEE REVIEWS AND EVALUATES THE TWO CEOS ANNUALLY AND DISCUSSES THIS INFORMATION WITH THE BOARD OF DIRECTORS IN A CLOSED SESSION. THIS EVALUATION, IN CONJUNCTION WITH COMPENSATION DATA FROM SIMILAR ORGANIZATIONS, IS CONSIDERED IN THE PROCESS OF DETERMINING FAIR COMPENSATION PART I, LINE 7 THE COMPENSATION FOR OFFICERS OTHER THAN THE CEOS IS BASED ON PERIODIC ANALYSIS CONDUCTED BY A THIRD PARTY CONSULTANT AND/OR USING A PAY SCALE VALIDATED BY PLANNED PARENTHOOD FEDERATION OF AMERICA, INC. IN ADDITION, COMPARABLE INFORMATION FROM NON-PROFIT ORGANIZATIONS IN THE AREA, BUDGET SIZE AND COST-OF-LIVING DATA ARE ALSO CONSIDERED IN MAKING A DETERMINATION. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIRPERSON OF THE BOARD, VICE-CHAIRPERSON(S), TREASURER, SECRETARY, AND THE CHAIRPERSON OF THE BOARD GOVERNANCE COMMITTEE. THE EXECUTIVE COMMITTEE HAS AUTHORITY TO ACT FOR THE BOARD ON URGENT MATTERS WHICH REQUIRE ACTION BETWEEN REGULARLY SCHEDULED MEETINGS OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE FORM 990 IS REVIEWED AND APPROVED BY THE CHIEF EXECUTIVE OFFICERS, THE CHIEF FINANCIAL OFFICER, AND THE CHAIR OF THE BUDGET AND FINANCE COMMITTEE. A COPY OF THE FORM 990 IS THEN PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO ALL MEMBERS OF THE BOARD OF DIRECTORS, MEMBERS OF BOARD COMMITTEES, AND OFFICER(S) OF THE ORGANIZATION AS DEFINED IN ITS BY-LAWS. FORM 990, PART VI, SECTION B, LINE 15 THE CO-PRESIDENT AND CEOS ARE EVALUATED ANNUALLY BY THE BOARD OF DIRECTORS. THE BOARD'S EXECUTIVE COMMITTEE THEN EVALUATES, REVIEWS, AND DISCUSSES THE INFORMATION WITH THE BOARD IN CLOSED SESSION. COMPENSATION DATA IS OBTAINED FROM SIMILAR AND LIKE ORGANIZATIONS AND IS CONSIDERED IN THIS PROCESS. A FAIR COMPENSATION AMOUNT IS DETERMINED AS A RESULT OF THIS PROCESS. FORM 990, PART VI, SECTION B, LINE 15B: PPNCSNJ DOES NOT HAVE ANY EMPLOYEES THAT MEET THE INTERNAL REVENUE SERVICE DEFINITION OF KEY EMPLOYEE. THE COMPENSATION DETERMINATION FOR OFFICERS OTHER THAN THE CO-PRESIDENT AND CEOS, IS BASED ON AN ANALYSIS CONDUCTED PERIODICALLY BY A THIRD-PARTY CONSULTANT AND/OR USING PAYSCALE, A VALIDATED COMPENSATION PROGRAM PROVIDED BY PLANNED PARENTHOOD FEDERATION OF AMERICA, INC., WHICH HAS MARKET DATA RELEVANT TO POSITION RESPONSIBILITIES AND REVIEWS COMPARABLE NON-PROFIT ORGANIZATIONS IN THE LOCAL AND REGIONAL AREAS. BUDGET SIZE AND COST-OF-LIVING DATA ARE USED TO DETERMINE COMPARABLE MARKET RATES. COMPENSATION AND THE ABOVE FACTORS ARE REVIEWED AND DOCUMENTED ANNUALLY. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST