2026-05-06T10:56:41-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 333 BUSH STREET STE 1000 SAN FRANCISCO CA 94104 990 2024-07-01 770261817 PLANNED PARENTHOOD ADVOCATES MAR MONTE INC PLAN 4087953600 1691 THE ALAMEDA SAN JOSE CA 95126 STACY CROSS PRESIDENT & CEO 4087953600 2026-05-05 1 1 MICHAEL LUMSDEN P01262236 4159561500 2026-05-05 2024 2025-03-06 01:10:19Z STACY CROSS 1691 THE ALAMEDA SAN JOSE CA 95126 3264344 0 X WWW.PPAMM.ORG X 1990 CA TO ADVOCATE FOR REPRODUCTIVE HEALTH AND RIGHTS BY EDUCATING POLICY MAKERS AND THE PUBLIC, AND TO ELECT CANDIDATES THAT SUPPORT ACCESS TO REPRODUCTIVE HEALTH CARE BY IDENTIFYING, EDUCATING, AND MOBILIZING VOTERS. 14 13 0 356 0 0 932143 1267320 2558171 1952481 7067 3547 35314 40996 3532695 3264344 564482 59300 0 0 1542075 1658371 0 0 1379 1188908 1318196 3295465 3035867 237230 228477 1438298 1664272 200403 197900 1237895 1466372 TO ADVOCATE FOR REPRODUCTIVE HEALTH AND RIGHTS BY EDUCATING POLICY MAKERS AND THE PUBLIC, AND TO ELECT CANDIDATES THAT SUPPORT ACCESS TO REPRODUCTIVE HEALTH CARE BY IDENTIFYING, EDUCATING, AND MOBILIZING VOTERS. 0 0 2938656 59300 1952481 PUBLIC EDUCATION ACTIVITIES - EDUCATING THE PUBLIC ON LEGISLATION AND REGULATIONS IN THE FIELD OF FAMILY PLANNING, HEALTH CARE, AND COMPREHENSIVE SEXUALITY EDUCATION AS WELL AS LEGISLATOR'S VOTING RECORDS ON THESE ISSUES THROUGH TIMELY UPDATES AND THE PROVISION OF MEDIA RELATIONS. 34460 0 0 ELECTORAL ACTIVITIES - PPAMM'S INVOLVEMENT ON PUBLIC AFFAIRS INCLUDES EDUCATING AND LOBBYING LEGISLATORS ABOUT THE IMPORTANCE OF AFFORDABLE, ACCESSIBLE HEALTH CARE AT LOCAL, STATE & NATIONAL LEVELS; MONITORING LEGISLATIVE & JUDICIAL ACTIVITIES REGARDING REPRODUCTIVE CHOICE; AND INFORMING AND MOBILIZING THE COMMUNITY ABOUT ISSUES AFFECTING ACCESS TO REPRODUCTIVE HEALTH CARE AND EDUCATION. 2973116 0 1 1 0 0 0 0 1 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 2 0 1 0 0 0 0 0 1 1 0 0 0 X 14 13 0 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X JOANNE PARISE 4087953715 1691 THE ALAMEDA SAN JOSE CA 95126 CARLA BORAGNO CHAIR 3.00 0.00 X X 0 0 0 DEB KINNEY IMMEDIATE PAST CHAIR 2.00 0.00 X X 0 0 0 JENNIFER CHALOEMTIARANA TREASURER 2.00 0.00 X X 0 0 0 HAWAH AHMAD SECRETARY (THROUGH 3/2025) 2.00 0.00 X X 0 0 0 STACY CROSS BOARD MEMBER / PRESIDENT & CEO 5.00 45.00 X X 0 780501 67545 REBECCA BRAUN BOARD MEMBER 1.00 0.00 X 0 0 0 ALEJANDRO ROMO CARRILLO BOARD MEMBER 1.00 0.00 X 0 0 0 CECILIA CASTRO BOARD MEMBER 1.00 0.00 X 0 0 0 REEMA DIRKS PHARMD BOARD MEMBER 1.00 1.00 X 0 0 0 YOLANDA FRANCO-CLAUSEN BOARD MEMBER 1.00 0.00 X 0 0 0 VANESSA GONZALEZ BOARD MEMBER 1.00 0.00 X 0 0 0 SABINA GONZALEZ-ERANA BOARD MEMBER 1.00 0.00 X 0 0 0 DEBORAH ROTENBERG BOARD MEMBER 1.00 0.00 X 0 0 0 ANTOINETTE TAILLAC BOARD MEMBER 1.00 0.00 X 0 0 0 MAX VARGAS BOARD MEMBER 1.00 0.00 X 0 0 0 THOMAS MOTSIFF CHIEF ADMIN & FINANCIAL OFFICER 5.00 45.00 X 0 522229 55584 0 1302730 123129 0 0 1 0 0 810000 457320 1267320 SERVICE/CONTRACT FEES 624100 1952481 1952481 1952481 3547 3547 MISCELLANEOUS REVENUE 900099 40996 40996 40996 3264344 1952481 0 44543 X 59300 59300 1658371 1658371 30919 30919 23459 23459 306210 301792 3599 819 11170 11170 125 125 16494 16494 64869 64869 628 628 788260 788260 520 520 FOOD & BEVERAGE 42817 42817 EQUIP MAINT & RENTAL 1707 1707 31018 27583 2875 560 3035867 2973116 61372 1379 1199168 1435709 66270 65976 209 4032 2445 3387 170206 155168 1438298 1664272 27045 39061 173358 158839 200403 197900 X 1047993 1271970 189902 194402 1237895 1466372 1438298 1664272 228477 0 X 1 X 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34460 2834 34460 0 34460 1 WE VOTE - NOSOTROS VOTAMOS POLITICAL ACTION COMMITTEE 1691 THE ALAMEDA SAN JOSE CA 95126 460772665 0 196390 PART I-A, LINE 1: PROTECTING REPRODUCTIVE HEALTH RIGHTS THROUGH EDUCATION GRASSROOTS ACTIVISM AND LEGISLATIVE ADVOCACY INCLUDING PHONE BANKS, MAILING AND HOUSE PARTIES. 0 1 X 0 DUE FROM RELATED ORGANIZATION 155168 155168 DUE TO RELATED ORGANIZATION 158839 158839 X PART IV, LINE 2B: THE ORGANIZATION SERVES AS AN INTERMEDIARY FOR CONTRIBUTIONS ON BEHALF OF WE VOTE - NOSOTROS VOTAMOS POLITICAL ACTION COMMITTEE ("PAC"), A RELATED ORGANIZATION. PPAMM DOES NOT RECORD THESE AMOUNTS AS CONTRIBUTION REVENUE, BUT RATHER, THEY ARE RECORDED TO A LIABILITY ACCOUNT ON PPAMM'S BALANCE SHEET UNTIL CHECKS ARE ISSUED FROM PPAMM TO THE PAC. AS OF 6/30/2025, THERE WAS NO LIABILITY RECORDED ON THE BALANCE SHEET AS ALL CONTRIBUTIONS RECEIVED ON BEHALF OF THE PAC HAD BEEN DISBURSED PRIOR TO THIS DATE. PART X, LINE 2: PPAMM IS EXEMPT FROM TAXATION UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(4) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701F. AS OF JUNE 30, 2025 AND 2024, PPAMM HAD NO UNRECOGNIZED TAX POSITIONS OR UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY PPAMM IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. PPAMM'S RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE AND FOUR YEARS, RESPECTIVELY, AFTER THEY ARE FILED. 1 EQUALITY CALIFORNIA ISSUES PAC 515 S FIGUEROA STREET SUITE 1110 LOS ANGELES CA 90071 932318542 501(C)(4) 59000 0 BALLOT INITIATIVE CONTRIBUTIONS 0 1 PART I, LINE 2: TO MONITOR USE OF GRANT FUNDS, THE ORGANIZATION REQUIRES A SIGNED GRANT AGREEMENT WHICH CONTAINS TERMS AND CONDITIONS FOR THE USE OF FUNDS, AS WELL AS PERIODIC GRANT REPORTS OUTLINING USE OF FUNDS AND/OR PERFORMANCE MEASUREMENTS. 0 0 0 0 0 0 0 0 0 STACY CROSS BOARD MEMBER / PRESIDENT & CEO 0 617926 0 64183 0 98392 0 57500 0 10045 0 848046 0 0 THOMAS MOTSIFF CHIEF ADMIN & FINANCIAL OFFICER 0 464582 0 0 0 57647 0 43700 0 11884 0 577813 0 0 PART I, LINE 3 THE ORGANIZATION'S PRESIDENT & CEO IS COMPENSATED BY PLANNED PARENTHOOD MAR MONTE, INC., A RELATED ORGANIZATION. PLANNED PARENTHOOD MAR MONTE, INC. UTILIZES THE FOLLOWING METHODS TO DETERMINE COMPENSATION OF THE PRESIDENT & CEO: COMPENSATION COMMITTEE; INDEPENDENT COMPENSATION CONSULTANT; COMPENSATION SURVEY OR STUDY; AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED ITS BYLAWS ON MAY 21, 2025 TO REMOVE THE POWER OF PLANNED PARENTHOOD MAR MONTE TO ELECT MEMBERS OF THE GOVERNING BODY; EFFECTIVE MAY 21, 2025, MEMBERS OF THE GOVERNING BODY ARE ELECTED BY MEMBERS OF THE PLANNED PARENTHOOD ADVOCATES MAR MONTE BOARD OF DIRECTORS THEN IN OFFICE. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION DOES NOT HAVE "MEMBERS" BY DEFINITION OF THE BYLAWS; HOWEVER, THE FORM 990 INSTRUCTIONS FURTHER DEFINE A "MEMBER" AS A PERSON (INCLUDING A CORPORATION OR OTHER LEGAL ENTITY) WITH THE POWER TO ELECT MEMBERS OF THE GOVERNING BODY. ACCORDINGLY, THE ORGANIZATION HAD ONE SOLE MEMBER THROUGH MAY 21, 2025 (WHEN THE BYLAWS WERE AMENDED TO REMOVE THE POWER OF PLANNED PARENTHOOD MAR MONTE, INC. TO APPOINT MEMBERS OF THE BOARD): PLANNED PARENTHOOD MAR MONTE, INC., A CALIFORNIA NONPROFIT PUBLIC BENEFIT ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A PLANNED PARENTHOOD MAR MONTE, INC. HAD THE POWER TO APPOINT THE MEMBERS OF THE BOARD OF DIRECTORS OF PLANNED PARENTHOOD ADVOCATES MAR MONTE, INC. THROUGH MAY 21, 2025; EFFECTIVE MAY 21, 2025, THE BYLAWS WERE AMENDED AND THE DIRECTORS OF PLANNED PARENTHOOD ADVOCATES MAR MONTE THEN IN OFFICE HAD THE POWER TO ELECT MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX ACCOUNTANT IN CONJUNCTION WITH THE ORGANIZATION'S ACCOUNTING AND FINANCE DEPARTMENT. A DRAFT FORM 990 IS THEN REVIEWED BY THE PRESIDENT & CEO, CHIEF ADMINISTRATIVE & FINANCIAL OFFICER, AND CONTROLLER OF PLANNED PARENTHOOD MAR MONTE, INC.; ADJUSTMENTS ARE MADE, AS NECESSARY. A COMPLETE COPY OF THE FORM 990 IS THEN MADE AVAILABLE TO ALL MEMBERS OF BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY WHICH COVERS ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES ("INTERESTED PERSONS"). UNDER THE CONFLICT OF INTEREST POLICY, EACH INTERESTED PERSON SHALL ANNUALLY SIGN A STATEMENT THAT: (A) THE PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTOOD IT, AND HAS AGREED TO COMPLY WITH IT; AND (B) IF REQUIRED, DISCLOSES THE PERSON'S FINANCIAL INTERESTS AND FAMILY RELATIONSHIPS THAT COULD GIVE RISE TO ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. IN ADDITION, AN INTERESTED PERSON HAS AN ONGOING OBLIGATION TO PROMPTLY DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST GIVING RISE TO THE POTENTIAL CONFLICT OF INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE COMPLIANCE, QUALITY, AND RISK MANAGEMENT OVERSIGHT COMMITTEE ("CQRM OVERSIGHT COMMITTEE") OR, IN THE CASE OF A DIRECTOR, TO THE BOARD OF DIRECTORS, WHO WILL ASSESS THE POTENTIAL FOR CONFLICTS OF INTEREST ON BEHALF OF PPMM. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, THE DISINTERESTED MEMBERS OF THE BOARD OR CQRM OVERSIGHT COMMITTEE SHALL DECIDE: (I) WHETHER A CONFLICT OF INTEREST EXISTS AND, IF SO, (II) WHETHER TO ENTER INTO THE TRANSACTION. THE INTERESTED PERSONS SHALL NOT BE PRESENT DURING THE BOARD OR CQRM OVERSIGHT COMMITTEE'S FINAL DELIBERATIONS AND SHALL NOT VOTE ON ANY DECISIONS REGARDING THE MATTER. THE PROCEEDINGS ARE RECORDED WITHIN THE BOARD OR CQRM OVERSIGHT COMMITTEE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT & CEO AND CHIEF ADMINISTRATIVE & FINANCIAL OFFICER ARE BOTH COMPENSATED BY PLANNED PARENTHOOD MAR MONTE, INC., A RELATED ORGANIZATION. ACCORDINGLY, FORM 990, PART VI, SECTION B, LINES 15A AND 15B HAVE BEEN ANSWERED "NO" IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS. PLEASE REFER TO THE PLANNED PARENTHOOD MAR MONTE, INC.'S FORM 990 FOR A DISCUSSION ON HOW COMPENSATION IS DETERMINED FOR THESE INDIVIDUALS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 301,792. MANAGEMENT AND GENERAL EXPENSES 3,599. FUNDRAISING EXPENSES 819. TOTAL EXPENSES 306,210. PLANNED PARENTHOOD MAR MONTE INC 1691 THE ALAMEDA SAN JOSE CA 95126 941583439 TO PROVIDE HEALTH CARE AND EDUCATION, AND EXPAND RIGHTS AND ACCESS FOR ALL CA 501(C)(3) LINE 7 N/A 0 EAST VALLEY COMMUNITY CLINIC 2470 ALVIN AVENUE 60 SAN JOSE CA 95121 942191935 TO PROVIDE COMMUNITY HEALTH CARE CA 501(C)(3) LINE 7 PLANNED PARENTHOOD MAR MONTE INC 0 WE VOTE - NOSOTROS VOTAMOS POLITICAL ACTION COMMITTEE 1691 THE ALAMEDA SAN JOSE CA 95126 460772665 TO ELECT OFFICIALS ADVOCATING FOR ACCESS TO QUALITY REPRODUCTIVE HEALTH CARE CA 527 PPAMM 1 0 0 1 1 1 0 0 0 0 0 0 1 1 1 1 1 0 1 1 WE VOTE - NOSOTROS VOTAMOS POLITICAL ACTION COMMITTEE R 196390 RECORDED BOOK VALUE