Check
if
self-employed
OMB No. 1545-0047
Department of the Treasury
Internal Revenue Service
Check if
applicable:
Address
change
Name
change
Initial
return
Final
return/
termin-
ated
Gross receipts $
Amended
return
Applica-
tion
pending
Are all subordinates included?
732001 11-28-17
Beginning of Current Year
Paid
Preparer
Use Only
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
| Do not enter social security numbers on this form as it may be made public.
Open to Public
Inspection
| Go to www.irs.gov/Form990 for instructions and the latest information.
A For the 2017 calendar year, or tax year beginning and ending
B C D Employer identification number
E
G
H(a)
H(b)
H(c)
F Yes No
Yes No
I
J
K
Website: |
L M
1
2
3
4
5
6
7
3
4
5
6
7a
7b
a
b
Activities & Governance
Prior Year Current Year
8
9
10
11
12
13
14
15
16
17
18
19
Revenue
a
b
Expenses
End of Year
20
21
22
Sign
Here
Yes No
For Paperwork Reduction Act Notice, see the separate instructions.
(or P.O. box if mail is not delivered to street address) Room/suite
)
501(c)(3) 501(c) ( (insert no.) 4947(a)(1) or 527
|
Corporation Trust Association Other
Form of organization: Year of formation: State of legal domicile:
|
|
Net Assets or
Fund Balances
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is
true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Signature of officer Date
Type or print name and title
Date
PTIN
Print/Type preparer's name Preparer's signature
Firm's name Firm's EIN
Firm's address
Phone no.
Form
Name of organization
Doing business as
Number and street Telephone number
City or town, state or province, country, and ZIP or foreign postal code
Is this a group return
for subordinates?Name and address of principal officer: ~~
If "No," attach a list. (see instructions)
Group exemption number |
Tax-exempt status:
Briefly describe the organization's mission or most significant activities:
Check this box if the organization discontinued its operations or disposed of more than 25% of its net assets.
Number of voting members of the governing body (Part VI, line 1a)
Number of independent voting members of the governing body (Part VI, line 1b)
Total number of individuals employed in calendar year 2017 (Part V, line 2a)
~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~
Total number of volunteers (estimate if necessary)
Total unrelated business revenue from Part VIII, column (C), line 12
Net unrelated business taxable income from Form 990-T, line 34
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~
••••••••••••••••••••••
Contributions and grants (Part VIII, line 1h) ~~~~~~~~~~~~~~~~~~~~~
Program service revenue (Part VIII, line 2g) ~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~
Investment income (Part VIII, column (A), lines 3, 4, and 7d)
Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) ~~~~~~~~
Total revenue - add lines 8 through 11 (must equal Part VIII, column (A), line 12) •••
Grants and similar amounts paid (Part IX, column (A), lines 1-3)
Benefits paid to or for members (Part IX, column (A), line 4)
Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10)
~~~~~~~~~~~
~~~~~~~~~~~~~
~~~
Professional fundraising fees (Part IX, column (A), line 11e)
Total fundraising expenses (Part IX, column (D), line 25)
~~~~~~~~~~~~~~
Other expenses (Part IX, column (A), lines 11a-11d, 11f-24e)
Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25)
Revenue less expenses. Subtract line 18 from line 12
~~~~~~~~~~~~~
~~~~~~~
••••••••••••••••
Total assets (Part X, line 16)
Total liabilities (Part X, line 26)
Net assets or fund balances. Subtract line 21 from line 20
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~
••••••••••••••
May the IRS discuss this return with the preparer shown above? (see instructions) •••••••••••••••••••••
LHA Form (2017)
Part I Summary
Signature Block
Part II
990
Return of Organization Exempt From Income Tax
990
2017
§
=
=
9
9
9
** PUBLIC DISCLOSURE COPY **
JUL 1, 2017 JUN 30, 2018
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC.
13-1644147
123 WILLIAM STREET 10 FL (212)541-7800
393,636,092.
NEW YORK, NY 10038
DR. LEANA WEN X
SAME AS C ABOVE
X
WWW.PLANNEDPARENTHOOD.ORG
X 1922 NY
LEADERSHIP AND ADVOCACY IN THE
FIELD OF REPRODUCTIVE HEALTH - SEE SCHEDULE O
29
29
676
150
0.
214,566.
344,001,712. 259,024,664.
2,701,857. 1,053,372.
12,691,065. 6,712,944.
7,843,341. 7,395,614.
367,237,975. 274,186,594.
155,369,755. 88,677,922.
0. 0.
61,468,224. 66,756,480.
12,203,883. 9,568,145.
47,365,418.
88,801,305. 84,282,706.
317,843,167. 249,285,253.
49,394,808. 24,901,341.
446,345,578. 467,407,950.
85,338,397. 73,827,724.
361,007,181. 393,580,226.
VICKIE BARROW-KLEIN, CFO
MARGARET A. BRADSHAW P00501222
KPMG LLP 13-5565207
345 PARK AVENUE
NEW YORK, NY 10154-0102 (212) 758-9700
X
OMB No. 1545-1879
For calendar year 2017, or tax year beginning , 2017, and ending , 20
Department of the Treasury
Internal Revenue Service
Date Check if
also paid
preparer
Check
if self-
employed
ERO's SSN or PTIN
ERO's
signature
Firm's name (or
yours if self-employed),
address, and ZIP code
EIN
Phone no.
723061 11-09-17
For Privacy Act and Paperwork Reduction Act Notice, see back of form.
For use with Forms 990, 990-EZ, 990-PF, 1120-POL, and 8868
Employer identification number
1a, 2a, 3a, 4a, 5a 1b, 2b, 3b, 4b, 5b,
Do not
1a
2a
3a
4a
5a
b Total revenue, 1b
2b
3b
4b
5b
Form 990
Form 990-EZ b Total revenue,
Form 1120-POL
b Total tax
Form 990-PF b Tax based on investment income
Form 8868 b Balance due
6
(a) (b) (c)
8453-EO
e-file
Check if self-
employed
PTIN
Print/Type preparer's name Preparer's signature Date
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
Name of exempt organization
(Whole Dollars Only)
Check the box for the type of return being filed with Form 8453-EO and enter the applicable amount, if any, from the return. If you check the box on
line or below and the amount on that line of the return being filed with this form was blank, then leave line or
whichever is applicable, blank (do not enter -0-). If you entered -0- on the return, then enter -0- on the applicable line below. complete more
than one line in Part I.
if any (Form 990, Part VIII, column (A), line 12) ~~~~~~
check here
check here if any (Form 990-EZ, line 9) ~~~~~~~~~~~~~~
check here
(Form 1120-POL, line 22) ~~~~~~~~~~~~~~~~~
check here (Form 990-PF, Part VI, line 5) ~~~
check here (Form 8868, line 3c) ~~~~~~~~~~~~~~~~~~~~
I authorize the U.S. Treasury and its designated Financial Agent to initiate an Automated Clearing House (ACH) electronic funds withdrawal
(direct debit) entry to the financial institution account indicated in the tax preparation software for payment of the organization's federal
taxes owed on this return, and the financial institution to debit the entry to this account. To revoke a payment, I must contact the U.S.
Treasury Financial Agent at 1-888-353-4537 no later than 2 business days prior to the payment (settlement) date. I also authorize the financial
institutions involved in the processing of the electronic payment of taxes to receive confidential information necessary to answer inquiries
and resolve issues related to the payment.
If a copy of this return is being filed with a state agency(ies) regulating charities as part of the IRS Fed/State program, I certify that I
executed the electronic disclosure consent contained within this return allowing disclosure by the IRS of this Form 990/990-EZ/990-PF
(as specifically identified in Part I above) to the selected state agency(ies).
Under penalties of perjury, I declare that I am an officer of the above named organization and that I have examined a copy of the organization's 2017
electronic return and accompanying schedules and statements, and, to the best of my knowledge and belief, they are true, correct, and complete. I
further declare that the amount in Part I above is the amount shown on the copy of the organization's electronic return. I consent to allow my
intermediate service provider, transmitter, or electronic return originator (ERO) to send the organization's return to the IRS and to receive from the IRS
an acknowledgement of receipt or reason for rejection of the transmission, the reason for any delay in processing the return or refund, and
the date of any refund.
Signature of officer Date Title
(see instructions)
I declare that I have reviewed the above organization's return and that the entries on Form 8453-EO are complete and correct to the best of my
knowledge. If I am only a collector, I am not responsible for reviewing the return and only declare that this form accurately reflects the data on the
return. The organization officer will have signed this form before I submit the return. I will give the officer a copy of all forms and information to be
filed with the IRS, and have followed all other requirements in Pub. 4163, Modernized e-File (MeF) Information for Authorized IRS Providers
for Business Retur
ns. If I am also the Paid Preparer, under penalties of perjury I declare that I have examined the above organization's return and
accompanying schedules and statements, and, to the best of my knowledge and belief, they are true, correct, and complete. This Paid Preparer
declaration is based on all information of which I have any knowledge.
Under penalties of perjury, I declare that I have examined the above return and accompanying schedules and statements, and, to the best of my know-
ledge and belief, they are true, correct, and complete. Declaration of preparer is based on all information of which the preparer has any knowledge.
Form (2017)
LHA
Exempt Organization Declaration and Signature for
Electronic Filing
Part I
Type of Return and Return Information
Part II
Declaration of Officer
Sign
Here
Part III
Declaration of Electronic Return Originator (ERO) and Paid Preparer
ERO's
Use
Only
Paid
Preparer
Use Only
8453-EO
2017
J
J
J
J
J
==
=
=
9
9
9
JUL 1 JUN 30 18
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
X 274,186,594.
CFO
P00501222
13-5565207
KPMG LLP
345 PARK AVENUE
NEW YORK, NY 10154-0102 (212) 758-9700
10000214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
2/14/19
Margaret A. Bradshaw
DocuSign Envelope ID: 05F411E7-FF5A-40C3-A02D-150C19094CF3
2/14/2019
Code: Expenses $ including grants of $ Revenue $
Code: Expenses $ including grants of $ Revenue $
Code: Expenses $ including grants of $ Revenue $
Expenses $ including grants of $ Revenue $
732002 11-28-17
1
2
3
4
Yes No
Yes No
4a
4b
4c
4d
4e
Form 990 (2017) Page
Check if Schedule O contains a response or note to any line in this Part III ••••••••••••••••••••••••••••
Briefly describe the organization's mission:
Did the organization undertake any significant program services during the year which were not listed on the
prior Form 990 or 990-EZ?
If "Yes," describe these new services on Schedule O.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization cease conducting, or make significant changes in how it conducts, any program services?
If "Yes," describe these changes on Schedule O.
~~~~~~
Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses.
Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and
revenue, if any, for each program service reported.
( ) ( ) ( )
( ) ( ) ( )
( ) ( ) ( )
Other program services (Describe in Schedule O.)
( ) ( )
Total program service expenses |
Form (2017)
2
Statement of Program Service Accomplishments
Part III
990
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
X
SEE SCHEDULE O
X
X
85,741,796. 49,180,025. 578,608.
HEALTHCARE - PROGRAMS DESIGNED TO IMPROVE AND PROTECT THE ABILITY TO
PROVIDE HIGH-QUALITY REPRODUCTIVE HEALTHCARE FOR ALL.
77,426,827. 35,889,895. 415,369.
ADVOCACY - PROGRAMS DESIGNED TO EMPOWER ALL PEOPLE TO BUILD THE FUTURE
THEY WANT AND CHANGE CULTURAL ATTITUDES ABOUT REPRODUCTIVE HEALTH.
6,342,452. 2,487,238. 51,941.
EDUCATION - PROGRAMS DESIGNED TO EDUCATE THE PUBLIC REGARDING
REPRODUCTIVE HEALTH.
3,539,670. 1,120,764. 59,395.
173,050,745.
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
2
732003 11-28-17
Yes No
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
1
2
3
4
5
6
7
8
9
10
Section 501(c)(3) organizations.
a
b
c
d
e
f
a
b
11a
11b
11c
11d
11e
11f
12a
12b
13
14a
14b
15
16
17
18
19
a
b
If "Yes," complete Schedule A
Schedule B, Schedule of Contributors
If "Yes," complete Schedule C, Part I
If "Yes," complete Schedule C, Part II
If "Yes," complete Schedule C, Part III
If "Yes," complete Schedule D, Part I
If "Yes," complete Schedule D, Part II
If "Yes," complete
Schedule D, Part III
If "Yes," complete Schedule D, Part IV
If "Yes," complete Schedule D, Part V
If "Yes," complete Schedule D,
Part VI
If "Yes," complete Schedule D, Part VII
If "Yes," complete Schedule D, Part VIII
If "Yes," complete Schedule D, Part IX
If "Yes," complete Schedule D, Part X
If "Yes," complete Schedule D, Part X
If "Yes," complete
Schedule D, Parts XI and XII
If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional
If "Yes," complete Schedule E
If "Yes," complete Schedule F, Parts I and IV
If "Yes," complete Schedule F, Parts II and IV
If "Yes," complete Schedule F, Parts III and IV
If "Yes," complete Schedule G, Part I
If "Yes," complete Schedule G, Part II
If "Yes,"
complete Schedule G, Part III
Form 990 (2017) Page
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Is the organization required to complete ?
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for
public office?
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization engage in lobbying activities, or have a section 501(h) election in effect
during the tax year?
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or
similar amounts as defined in Revenue Procedure 98-19?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to
provide advice on the distribution or investment of amounts in such funds or accounts?
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures?
Did the organization maintain collections of works of art, historical treasures, or other similar assets?
~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report an amount in Part X, line 21, for escrow or custodial account liability, serve as a custodian for
amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services?
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent
endowments, or quasi-endowments?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~
If the organization's answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X
as applicable.
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report an amount for investments - other securities in Part X, line 12 that is 5% or more of its total
assets reported in Part X, line 16?
Did the organization report an amount for investments - program related in Part X, line 13 that is 5% or more of its total
assets reported in Part X, line 16?
~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in
Part X, line 16?
Did the organization report an amount for other liabilities in Part X, line 25?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses
the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?
Did the organization obtain separate, independent audited financial statements for the tax year?
~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Was the organization included in consolidated, independent audited financial statements for the tax year?
~~~~~
Is the organization a school described in section 170(b)(1)(A)(ii)?
Did the organization maintain an office, employees, or agents outside of the United States?
~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business,
investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000
or more?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any
foreign organization?
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to
or for foreign individuals?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX,
column (A), lines 6 and 11e? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines
1c and 8a? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a?
•••••••••••••••••••••••••••••••••••••••••••••••
Form (2017)
3
Part IV
Checklist of Required Schedules
990
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
3
732004 11-28-17
Yes No
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
a
b
20a
20b
21
22
23
24a
24b
24c
24d
25a
25b
26
27
28a
28b
28c
29
30
31
32
33
34
35a
35b
36
37
38
a
b
c
d
a
b
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations.
a
b
c
a
b
Section 501(c)(3) organizations.
Note.
(continued)
If "Yes," complete Schedule H
If "Yes," complete Schedule I, Parts I and II
If "Yes," complete Schedule I, Parts I and III
If "Yes," complete
Schedule J
If "Yes," answer lines 24b through 24d and complete
Schedule K. If "No", go to line 25a
If "Yes," complete Schedule L, Part I
If "Yes," complete
Schedule L, Part I
If "Yes,"
complete Schedule L, Part II
If "Yes," complete Schedule L, Part III
If "Yes," complete Schedule L, Part IV
If "Yes," complete Schedule L, Part IV
If "Yes," complete Schedule L, Part IV
If "Yes," complete Schedule M
If "Yes," complete Schedule M
If "Yes," complete Schedule N, Part I
If "Yes," complete
Schedule N, Part II
If "Yes," complete Schedule R, Part I
If "Yes," complete Schedule R, Part II, III, or IV, and
Part V, line 1
If "Yes," complete Schedule R, Part V, line 2
If "Yes," complete Schedule R, Part V, line 2
If "Yes," complete Schedule R, Part VI
Form 990 (2017) Page
Did the organization operate one or more hospital facilities? ~~~~~~~~~~~~~~~~
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? ~~~~~~~~~~
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or
domestic government on Part IX, column (A), line 1?
~~~~~~~~~~~~~~
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on
Part IX, column (A), line 2? ~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current
and former officers, directors, trustees, key employees, and highest compensated employees?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the
last day of the year, that was issued after December 31, 2002?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease
any tax-exempt bonds?
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?
~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~
Did the organization engage in an excess benefit
transaction with a disqualified person during the year?
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and
that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?
~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or
former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial
contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member
of any of these persons? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV
instructions for applicable filing thresholds, conditions, and exceptions):
A current or former officer, director, trustee, or key employee? ~~~~~~~~~~~
A family member of a current or former officer, director, trustee, or key employee?
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer,
director, trustee, or direct or indirect owner?
~~
~~~~~~~~~~~~~~~~~~~~~
Did the organization receive more than $25,000 in non-cash contributions?
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation
contributions?
~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization liquidate, terminate, or dissolve and cease operations?
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations
sections 301.7701-2 and 301.7701-3?
Was the organization related to any tax-exempt or taxable entity?
~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity
within the meaning of section 512(b)(13)?
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~
Did the organization make any transfers to an exempt non-charitable related organization?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization conduct more than 5% of its activities through an entity that is not a related organization
and that is treated as a partnership for federal income tax purposes? ~~~~~~~~
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19?
All Form 990 filers are required to complete Schedule O •••••••••••••••••••••••••••••••
Form (2017)
4
Part IV
Checklist of Required Schedules
990
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
4
732005 11-28-17
Yes No
1
2
3
4
5
6
7
a
b
c
1a
1b
1c
a
b
2a
Note.
2b
3a
3b
4a
5a
5b
5c
6a
6b
7a
7b
7c
7e
7f
7g
7h
8
9a
9b
a
b
a
b
a
b
c
a
b
Organizations that may receive deductible contributions under section 170(c).
a
b
c
d
e
f
g
h
7d
8
9
10
11
12
13
14
Sponsoring organizations maintaining donor advised funds.
Sponsoring organizations maintaining donor advised funds.
a
b
Section 501(c)(7) organizations.
a
b
10a
10b
Section 501(c)(12) organizations.
a
b
11a
11b
a
b
Section 4947(a)(1) non-exempt charitable trusts. 12a
12b
Section 501(c)(29) qualified nonprofit health insurance issuers.
Note.
a
b
c
a
b
13a
13b
13c
14a
14b
e-file
If "No," to line 3b, provide an explanation in Schedule O
If "No," provide an explanation in Schedule O
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?
Form (2017)
Form 990 (2017) Page
Check if Schedule O contains a response or note to any line in this Part V
•••••••••••••••••••••••••••
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ~~~~~~~~~~~
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable ~~~~~~~~~~
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming
(gambling) winnings to prize winners?
•••••••••••••••••••••••••••••••••••••••••••
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements,
filed for the calendar year ending with or within the year covered by this return ~~~~~~~~~~
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
If the sum of lines 1a and 2a is greater than 250, you may be required to (see instructions)
~~~~~~~~~~
~~~~~~~~~~~
Did the organization have unrelated business gross income of $1,000 or more during the year?
If "Yes," has it filed a Form 990-T for this year?
~~~~~~~~~~~~~~
~~~~~~~~~~
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a
financial account in a foreign country (such as a bank account, securities account, or other financial account)?~~~~~~~
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
~~~~~~~~~~~~
~~~~~~~~~
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit
any contributions that were not tax deductible as charitable contributions?
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts
were not tax deductible?
~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes," did the organization notify the donor of the value of the goods or services provided?
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required
to file Form 8282?
~~~~~~~~~~~~~~~
••••••••••••••••••••••••••••••••••••••••••••••••••••
If "Yes," indicate the number of Forms 8282 filed during the year
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
~~~~~~~~~~~~~~~~
~~~~~~~
~~~~~~~~~
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?
~
Did a donor advised fund maintained by the
sponsoring organization have excess business holdings at any time during the year? ~~~~~~~~~~~~~~~~~~~
Did the sponsoring organization make any taxable distributions under section 4966?
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?
~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~
Enter:
Initiation fees and capital contributions included on Part VIII, line 12
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
~~~~~~~~~~~~~~~
~~~~~~
Enter:
Gross income from members or shareholders
Gross income from other sources (Do not net amounts due or paid to other sources against
amounts due or received from them.)
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Is the organization filing Form 990 in lieu of Form 1041?
If "Yes," enter the amount of tax-exempt interest received or accrued during the year ••••••
Is the organization licensed to issue qualified health plans in more than one state?
See the instructions for additional information the organization must report on Schedule O.
~~~~~~~~~~~~~~~~~~~~~
Enter the amount of reserves the organization is required to maintain by the states in which the
organization is licensed to issue qualified health plans
Enter the amount of reserves on hand
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization receive any payments for indoor tanning services during the tax year?
If "Yes," has it filed a Form 720 to report these payments?
~~~~~~~~~~~~~~~~
••••••••••
5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
990
J
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
X
270
0
X
676
X
X
X
X
KENYA
X
X
X
X
X
X
X
X
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
5
732006 11-28-17
Yes No
1a
1b
1
2
3
4
5
6
7
8
9
a
b
2
3
4
5
6
7a
7b
8a
8b
9
a
b
a
b
Yes No
10
11
a
b
10a
10b
11a
12a
12b
12c
13
14
15a
15b
16a
16b
a
b
12a
b
c
13
14
15
a
b
16a
b
17
18
19
20
For each "Yes" response to lines 2 through 7b below, and for a "No" response
to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
If "Yes," provide the names and addresses in Schedule O
(This Section B requests information about policies not required by the Internal Revenue Code.)
If "No," go to line 13
If "Yes," describe
in Schedule O how this was done
(explain in Schedule O)
If there are material differences in voting rights among members of the governing body, or if the governing
body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts?
Form (2017)
Form 990 (2017) Page
Check if Schedule O contains a response or note to any line in this Part VI •••••••••••••••••••••••••••
Enter the number of voting members of the governing body at the end of the tax year
Enter the number of voting members included in line 1a, above, who are independent
~~~~~~
~~~~~~
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other
officer, director, trustee, or key employee? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization delegate control over management duties customarily performed by or under the direct supervision
of officers, directors, or trustees, or key employees to a management company or other person? ~~~~~~~~~~~~~~
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
Did the organization become aware during the year of a significant diversion of the organization's assets?
Did the organization have members or stockholders?
~~~~~
~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or
more members of the governing body?
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or
persons other than the governing body?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
The governing body?
Each committee with authority to act on behalf of the governing body?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the
organization's mailing address? •••••••••••••••••
Did the organization have local chapters, branches, or affiliates?
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates,
and branches to ensure their operations are consistent with the organization's exempt purposes?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
Describe in Schedule O the process, if any, used by the organization to review this Form 990.
Did the organization have a written conflict of interest policy? ~~~~~~~~~~~~~~~~~~~~
~~~~~~
Did the organization regularly and consistently monitor and enforce compliance with the policy?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization have a written whistleblower policy?
Did the organization have a written document retention and destruction policy?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~
Did the process for determining compensation of the following persons include a review and approval by independent
persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
The organization's CEO, Executive Director, or top management official
Other officers or key employees of the organization
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a
taxable entity during the year? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation
in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's
exempt status with respect to such arrangements?
••••••••••••••••••••••••••••••••••••
List the states with which a copy of this Form 990 is required to be filed
Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (Section 501(c)(3)s only) available
for public inspection. Indicate how you made these available. Check all that apply.
Own website Another's website Upon request Other
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial
statements available to the public during the tax year.
State the name, address, and telephone number of the person who possesses the organization's books and records: |
6
Part VI
Governance, Management, and Disclosure
Section A. Governing Body and Management
Section B. Policies
Section C. Disclosure
990
J
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
X
29
29
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
SEE SCHEDULE O
X X
ELZBIETA SZAFRAN-BODZIONY C/O PPFA - (212)541-7800
123 WILLIAM STREET 10FL, NEW YORK, NY 10038
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
6
Individual trustee or director
Institutional trustee
Officer
Key employee
Highest compensated
employee
Former
(do not check more than one
box, unless person is both an
officer and a director/trustee)
732007 11-28-17
current
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a
current
current
former
former directors or trustees
(A) (B) (C) (D) (E) (F)
Form 990 (2017) Page
Check if Schedule O contains a response or note to any line in this Part VII
•••••••••••••••••••••••••••
Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year.
¥ List all of the organization's officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation.
Enter -0- in columns (D), (E), and (F) if no compensation was paid.
¥ List all of the organization's key employees, if any. See instructions for definition of "key employee."
¥ List the organization's five highest compensated employees (other than an officer, director, trustee, or key employee) who received report-
able compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations.
¥ List all of the organization's officers, key employees, and highest compensated employees who received more than $100,000 of
reportable compensation from the organization and any related organizations.
¥ List all of the organization's that received, in the capacity as a former director or trustee of the organization,
more than $10,000 of reportable compensation from the organization and any related organizations.
List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest compensated employees;
and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
Position
Name and Title Average
hours per
week
(list any
hours for
related
organizations
below
line)
Reportable
compensation
from
the
organization
(W-2/1099-MISC)
Reportable
compensation
from related
organizations
(W-2/1099-MISC)
Estimated
amount of
other
compensation
from the
organization
and related
organizations
Form (2017)
7
Part VII
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated
Employees, and Independent Contractors
990
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
(1) NAOMI ABERLY
1.00
CHAIR
X X 0. 0. 0.
(2) CATHY HAMPTON
1.00
VC & BOARD MEMBER THRU 4/27/18
X X 0. 0. 0.
(3) CARMEN RITA WONG
1.00
VICE CHAIR STARTING 4/27/18
X X 0. 0. 0.
(4) COLLEEN FOSTER
1.00
TREASURER
X X 0. 0. 0.
(5) KATE JHAVERI
1.00
SECRETARY
X X 0. 0. 0.
(6) NATASHA BHUYAN,MD
1.00
DIRECTOR STARTING 4/27/18
X 0. 0. 0.
(7) DHARMA E. CORTES
1.00
DIRECTOR
X 0. 0. 0.
(8) AIMEE BOONE CUNNINGHAM
1.00
DIRECTOR
X 0. 0. 0.
(9) STEPHEN DEBERRY
1.00
DIRECTOR
X 0. 0. 0.
(10) VERONICA DELA ROSA
1.00
DIRECTOR THRU 4/27/18
X 0. 0. 0.
(11) DAISY AUGER-DOMINGUEZ
1.00
DIRECTOR STARTING 4/27/18
X 0. 0. 0.
(12) PEGGY DREXLER
1.00
DIRECTOR
X 0. 0. 0.
(13) SUSAN DUNLAP
1.00
DIRECTOR STARTING 4/27/18
X 0. 0. 0.
(14) MANEESH GOYAL
1.00
DIRECTOR STARTING 4/27/18
X 0. 0. 0.
(15) REV. DR. NEICHELLE GUIDRY
1.00
DIRECTOR STARTING 4/27/18
X 0. 0. 0.
(16) IRIS HARVEY
1.00
DIRECTOR
X 0. 0. 0.
(17) MARYANA ISKANDER
1.00
DIRECTOR
X 0. 0. 0.
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
7
Former
Individual trustee or director
Institutional trustee
Officer
Highest compensated
employee
Key employee
(do not check more than one
box, unless person is both an
officer and a director/trustee)
732008 11-28-17
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
(B) (C)
(A) (D) (E) (F)
1b
c
d
Sub-total
Total from continuation sheets to Part VII, Section A
Total (add lines 1b and 1c)
2
Yes No
3
4
5
former
3
4
5
Section B. Independent Contractors
1
(A) (B) (C)
2
(continued)
If "Yes," complete Schedule J for such individual
If "Yes," complete Schedule J for such individual
If "Yes," complete Schedule J for such person
Page
Form 990 (2017)
Position
Average
hours per
week
(list any
hours for
related
organizations
below
line)
Name and title Reportable
compensation
from
the
organization
(W-2/1099-MISC)
Reportable
compensation
from related
organizations
(W-2/1099-MISC)
Estimated
amount of
other
compensation
from the
organization
and related
organizations
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
~~~~~~~~~~ |
•••••••••••••••••••••••• |
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable
compensation from the organization |
Did the organization list any officer, director, or trustee, key employee, or highest compensated employee on
line 1a? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization
and related organizations greater than $150,000? ~~~~~~~~~~~~~
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services
rendered to the organization? ••••••••••••••••••••••••
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from
the organization. Report compensation for the calendar year ending with or within the organization's tax year.
Name and business address Description of services Compensation
Total number of independent contractors (including but not limited to those listed above) who received more than
$100,000 of compensation from the organization |
Form (2017)
8
Part VII
990
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
(18) MICHELLE JUBELIRER
1.00
DIRECTOR
X 0. 0. 0.
(19) DAVID KARP
1.00
DIRECTOR
X 0. 0. 0.
(20) MINI KRISHNAN
1.00
DIRECTOR
X 0. 0. 0.
(21) MARIA TERESA KUMAR
1.00
DIRECTOR THRU 4/27/18
X 0. 0. 0.
(22) JILL LAFER
1.00
DIRECTOR THRU 4/27/18
X 0. 0. 0.
(23) KEN LAMBRECHT
1.00
DIRECTOR
X 0. 0. 0.
(24) DIANE MAX
1.00
DIRECTOR
X 0. 0. 0.
(25) REV. TIMOTHY MCDONALD
1.00
DIRECTOR THRU 4/27/18
X 0. 0. 0.
(26) MARGOT MILLIKEN
1.00
DIRECTOR
X 0. 0. 0.
0. 0. 0.
4,947,767. 491,381. 774,888.
4,947,767. 491,381. 774,888.
197
X
X
X
MCKINSEY & COMPANY, INC. US
280 CONGRESS ST STE 1100, BOSTON, MA 02210 CONSULTING 10,700,000.
O'BRIEN GARRETT, 1133 19TH ST NW STE 300,
WASHINGTON, DC 20036 CONSULTING & OTHER 9,295,200.
GRASSROOTS CAMPAIGNS, INC.
PO BOX 120557, BOSTON, MA 02112 CANVASSING 5,087,535.
M+R STRATEGIC SERVICES, INC, 1101
CONNECTICUT AVE NW, WASHINGTON, DC 20036 CONSULTING 4,466,037.
ATOS IT OUTSOURCING SERVICES, LLC
2828 NORTH HASKELL, DALLAS, TX 75204 IT SERVICES 3,327,475.
109
SEE PART VII, SECTION A CONTINUATION SHEETS
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
8
Individual trustee or director
Institutional trustee
Officer
Key employee
Highest compensated employee
Former
732201
04-01-17
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
(A) (B) (C) (D) (E) (F)
(continued)
Form 990
Name and title Average
hours
per
week
(list any
hours for
related
organizations
below
line)
Position
(check all that apply)
Reportable
compensation
from
the
organization
(W-2/1099-MISC)
Reportable
compensation
from related
organizations
(W-2/1099-MISC)
Estimated
amount of
other
compensation
from the
organization
and related
organizations
Total to Part VII, Section A, line 1c •••••••••••••••••••••••••
Part VII
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
(27) DONYA NASSER
1.00
DIRECTOR
1.00 X 0. 0. 0.
(28) MICHAEL NEWTON
1.00
DIRECTOR THRU 4/27/18
X 0. 0. 0.
(29) DR. MARK NICHOLS
1.00
DIRECTOR
X 0. 0. 0.
(30) KIMBERLY OLSON
1.00
DIRECTOR
X 0. 0. 0.
(31) JENNY PRICE
1.00
DIRECTOR
X 0. 0. 0.
(32) NATHALIE RAYES
1.00
DIRECTOR
X 0. 0. 0.
(33) SHONDA RHIMES
1.00
DIRECTOR
X 0. 0. 0.
(34) JOE SOLMONESE
33.00
DIRECTOR THRU 5/1/18 THEN TC
2.00 X X 0. 0. 0.
(35) DAYLE STEINBERG
1.00
DIRECTOR THRU 4/27/18
X 0. 0. 0.
(36) SHERRESE CLARKE-SOARES
1.00
DIRECTOR STARTING 4/27/18
X 0. 0. 0.
(37) SARAH STOESZ
1.00
DIRECTOR
X 0. 0. 0.
(38) CECILE RICHARDS
33.00
PRESIDENT & CEO THRU 5/2/18
2.00 X 843,312. 69,123. 120,839.
(39) WALLACE D'SOUZA
29.00
CFO THRU 10/20/17
6.00 X 197,043. 40,359. 49,385.
(40) ABIGAIL SMITH
29.00
INTERIM CFO (10/20/17-3/5/18)
6.00 X 162,338. 33,250. 58,980.
(41) VICKIE BARROW-KLEIN
29.00
CFO STARTING 3/5/18
6.00 X 0. 0. 0.
(42) MELVIN GALLOWAY
30.00
EVP & COO
5.00 X 352,410. 72,180. 30,265.
(43) THOMAS SUBAK
34.00
CHIEF STRATEGY OFFICER
1.00 X 395,665. 8,074. 47,314.
(44) DAWN LAGUENS
30.00
EVP & CHIEF BRAND & CXO
5.00 X 618,860. 142,871. 129,361.
(45) DEBRA ALLIGOOD WHITE
29.00
SR VP & GENERAL COUNSEL
6.00 X 309,099. 63,309. 37,678.
(46) JETHRO MILLER
30.00
CHIEF DEVELOPMENT OFFICER
5.00 X 352,551. 62,215. 18,993.
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
9
Individual trustee or director
Institutional trustee
Officer
Key employee
Highest compensated employee
Former
732201
04-01-17
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
(A) (B) (C) (D) (E) (F)
(continued)
Form 990
Name and title Average
hours
per
week
(list any
hours for
related
organizations
below
line)
Position
(check all that apply)
Reportable
compensation
from
the
organization
(W-2/1099-MISC)
Reportable
compensation
from related
organizations
(W-2/1099-MISC)
Estimated
amount of
other
compensation
from the
organization
and related
organizations
Total to Part VII, Section A, line 1c •••••••••••••••••••••••••
Part VII
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
(47) KIMBERLY CUSTER
35.00
EVP HEALTHCARE
0.00 X 340,366. 0. 56,465.
(48) JENNIE THOMPSON
35.00
MANAGING DIR OF DEVELOPMENT
0.00 X 276,754. 0. 29,225.
(49) DANNETTE HILL
35.00
CHIEF HR OFFICER
0.00 X 301,401. 0. 36,649.
(50) KATHERINE MAGILL
35.00
VP HEALTH OUTCOMES & PO
0.00 X 266,451. 0. 39,752.
(51) FRANKLIN ROSADO
35.00
CHIEF TECHNOLOGY OFFICER
0.00 X 275,437. 0. 57,456.
(52) MOLLY EAGAN
35.00
VP PP EXPERIENCE
0.00 X 256,080. 0. 62,526.
4,947,767. 491,381. 774,888.
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
10
Noncash contributions included in lines 1a-1f: $
732009 11-28-17
Total revenue.
(A) (B) (C) (D)
1 a
b
c
d
e
f
g
h
1
1
1
1
1
1
a
b
c
d
e
f
Contributions, Gifts, Grants
and Other Similar Amounts
Total.
Business Code
a
b
c
d
e
f
g
2
Program Service
Revenue
Total.
3
4
5
6 a
b
c
d
a
b
c
d
7
a
b
c
8
a
b
9 a
b
c
a
b
10 a
b
c
a
b
Business Code
11 a
b
c
d
e Total.
Other Revenue
12
Revenue excluded
from tax under
sections
512 - 514
All other contributions, gifts, grants, and
similar amounts not included above
See instructions.
Form (2017)
Page
Form 990 (2017)
Check if Schedule O contains a response or note to any line in this Part VIII •••••••••••••••••••••••••
Total revenue
Related or
exempt function
revenue
Unrelated
business
revenue
Federated campaigns
Membership dues
~~~~~~
~~~~~~~~
Fundraising events
Related organizations
~~~~~~~~
~~~~~~
Government grants (contributions)
~~
Add lines 1a-1f ••••••••••••••••• |
All other program service revenue ~~~~~
Add lines 2a-2f ••••••••••••••••• |
Investment income (including dividends, interest, and
other similar amounts)
Income from investment of tax-exempt bond proceeds
~~~~~~~~~~~~~~~~~ |
|
Royalties ••••••••••••••••••••••• |
(i) Real (ii) Personal
Gross rents
Less: rental expenses
Rental income or (loss)
Net rental income or (loss)
~~~~~~~
~~~
~~
•••••••••••••• |
Gross amount from sales of
assets other than inventory
(i) Securities (ii) Other
Less: cost or other basis
and sales expenses
Gain or (loss)
~~~
~~~~~~~
Net gain or (loss) ••••••••••••••••••• |
Gross income from fundraising events (not
including $
of
contributions reported on line 1c). See
Part IV, line 18 ~~~~~~~~~~~~~
Less: direct expenses~~~~~~~~~~
Net income or (loss) from fundraising events ••••• |
Gross income from gaming activities. See
Part IV, line 19 ~~~~~~~~~~~~~
Less: direct expenses
Net income or (loss) from gaming activities
~~~~~~~~~
•••••• |
Gross sales of inventory, less returns
and allowances ~~~~~~~~~~~~~
Less: cost of goods sold
Net income or (loss) from sales of inventory
~~~~~~~~
•••••• |
Miscellaneous Revenue
All other revenue ~~~~~~~~~~~~~
Add lines 11a-11d ~~~~~~~~~~~~~~~ |
|
•••••••••••••
9
Part VIII
Statement of Revenue
990
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
4,988,151.
254,036,513.
28,321,324.
259,024,664.
MEETING REVENUE 900099 535,330. 535,330.
ATTORNEY FEE AWARDS 900099 415,369. 415,369.
RESEARCH 900099 59,395. 59,395.
SERVICES TO AFFILIATES 900099 43,278. 43,278.
1,053,372.
4,845,205. 4,845,205.
325,443. 325,443.
121,200,597.
119,332,858.
1,867,739.
1,867,739. 1,867,739.
168,581.
116,640.
51,941. 51,941.
OVERHEAD FEES 900099 6,728,058. 6,728,058.
INSURANCE REIMBURSEMENT 900099 191,960. 191,960.
CREDIT CARD REBATE 900099 77,014. 77,014.
900099 21,198. 21,198.
7,018,230.
274,186,594. 1,105,313. 0. 14,056,617.
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
11
Check here
if following SOP 98-2 (ASC 958-720)
732010 11-28-17
Total functional expenses.
Joint costs.
(A) (B) (C) (D)
1
2
3
4
5
6
7
8
9
10
11
a
b
c
d
e
f
g
12
13
14
15
16
17
18
19
20
21
22
23
24
a
b
c
d
e
25
26
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).
Grants and other assistance to domestic organizations
and domestic governments. See Part IV, line 21
Compensation not included above, to disqualified
persons (as defined under section 4958(f)(1)) and
persons described in section 4958(c)(3)(B)
Pension plan accruals and contributions (include
section 401(k) and 403(b) employer contributions)
Professional fundraising services. See Part IV, line 17
(If line 11g amount exceeds 10% of line 25,
column (A) amount, list line 11g expenses on Sch O.)
Other expenses. Itemize expenses not covered
above. (List miscellaneous expenses in line 24e. If line
24e amount exceeds 10% of line 25, column (A)
amount, list line 24e expenses on Schedule O.)
Add lines 1 through 24e
Complete this line only if the organization
reported in column (B) joint costs from a combined
educational campaign and fundraising solicitation.
Form 990 (2017) Page
Check if Schedule O contains a response or note to any line in this Part IX ••••••••••••••••••••••••••
Total expenses Program service
expenses
Management and
general expenses
Fundraising
expenses
~
Grants and other assistance to domestic
individuals. See Part IV, line 22 ~~~~~~~
Grants and other assistance to foreign
organizations, foreign governments, and foreign
individuals. See Part IV, lines 15 and 16 ~~~
Benefits paid to or for members ~~~~~~~
Compensation of current officers, directors,
trustees, and key employees ~~~~~~~~
~~~
Other salaries and wages ~~~~~~~~~~
Other employee benefits ~~~~~~~~~~
Payroll taxes ~~~~~~~~~~~~~~~~
Fees for services (non-employees):
Management
Legal
Accounting
Lobbying
~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
Investment management fees
Other.
~~~~~~~~
Advertising and promotion
Office expenses
Information technology
Royalties
~~~~~~~~~
~~~~~~~~~~~~~~~
~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
Occupancy ~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~
Travel
Payments of travel or entertainment expenses
for any federal, state, or local public officials
Conferences, conventions, and meetings ~~
Interest
Payments to affiliates
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~
Depreciation, depletion, and amortization
Insurance
~~
~~~~~~~~~~~~~~~~~
All other expenses
|
Form (2017)
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
10
Part IX
Statement of Functional Expenses
990
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
X
88,677,922. 88,677,922.
4,656,880. 1,938,143. 1,551,296. 1,167,441.
48,206,246. 25,391,903. 10,984,724. 11,829,619.
2,401,573. 1,244,875. 566,787. 589,911.
7,981,367. 4,153,608. 1,861,020. 1,966,739.
3,510,414. 1,805,130. 849,865. 855,419.
1,256,597. 1,012,961. 103,306. 140,330.
190,335. 190,335.
137,219. 137,219.
9,568,145. 9,568,145.
751,355. 751,355.
27,040,396. 21,440,983. 2,841,774. 2,757,639.
6,678,472. 5,516,679. 1,161,793.
5,607,552. 1,551,422. 392,170. 3,663,960.
13,458,535. 4,468,457. 4,168,704. 4,821,374.
4,760,584. 2,430,902. 1,190,898. 1,138,784.
5,106,422. 3,758,842. 750,046. 597,534.
4,525,882. 3,039,541. 1,034,176. 452,165.
3,219,323. 1,668,763. 759,781. 790,779.
833,603. 88,282. 530,887. 214,434.
OTHER FUNDRAISING EXPEN 8,238,305. 3,208,995. 5,029,310.
OUTSIDE PRINTING & ARTW 498,647. 197,824. 13,713. 287,110.
REIMBURSED EXPENSES 386,906. 292,331. 65,512. 29,063.
STAFF DEVELOPMENT & TRA 349,345. 225,036. 31,479. 92,830.
1,243,228. 800,927. 231,262. 211,039.
249,285,253.173,050,745. 28,869,090. 47,365,418.
X 14,736,303. 5,740,103. 0. 8,996,200.
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
12
732011 11-28-17
(A) (B)
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
1
2
3
4
5
6
7
8
9
10c
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
a
b
10a
10b
Assets
Total assets.
Liabilities
Total liabilities.
Organizations that follow SFAS 117 (ASC 958), check here and
complete lines 27 through 29, and lines 33 and 34.
27
28
29
Organizations that do not follow SFAS 117 (ASC 958), check here
and complete lines 30 through 34.
30
31
32
33
34
Net Assets or Fund Balances
Form 990 (2017) Page
Check if Schedule O contains a response or note to any line in this Part X •••••••••••••••••••••••••••••
Beginning of year End of year
Cash - non-interest-bearing
Savings and temporary cash investments
Pledges and grants receivable, net
~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~
Accounts receivable, net ~~~~~~~~~~~~~~~~~~~~~~~~~~
Loans and other receivables from current and former officers, directors,
trustees, key employees, and highest compensated employees. Complete
Part II of Schedule L ~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Loans and other receivables from other disqualified persons (as defined under
section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing
employers and sponsoring organizations of section 501(c)(9) voluntary
employees' beneficiary organizations (see instr). Complete Part II of Sch L ~~
Notes and loans receivable, net
Inventories for sale or use
Prepaid expenses and deferred charges
~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
Land, buildings, and equipment: cost or other
basis. Complete Part VI of Schedule D
Less: accumulated depreciation
~~~
~~~~~~
Investments - publicly traded securities
Investments - other securities. See Part IV, line 11
Investments - program-related. See Part IV, line 11
Intangible assets
~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~
~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Other assets. See Part IV, line 11 ~~~~~~~~~~~~~~~~~~~~~~
Add lines 1 through 15 (must equal line 34) ••••••••••
Accounts payable and accrued expenses
Grants payable
Deferred revenue
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Tax-exempt bond liabilities
Escrow or custodial account liability. Complete Part IV of Schedule D
~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~
Loans and other payables to current and former officers, directors, trustees,
key employees, highest compensated employees, and disqualified persons.
Complete Part II of Schedule L
~~~~~~~~~~~~~~~~~~~~~~~
Secured mortgages and notes payable to unrelated third parties ~~~~~~
Unsecured notes and loans payable to unrelated third parties ~~~~~~~~
Other liabilities (including federal income tax, payables to related third
parties, and other liabilities not included on lines 17-24). Complete Part X of
Schedule D ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines 17 through 25 ••••••••••••••••••
|
Unrestricted net assets
Temporarily restricted net assets
Permanently restricted net assets
~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~
|
Capital stock or trust principal, or current funds
Paid-in or capital surplus, or land, building, or equipment fund
Retained earnings, endowment, accumulated income, or other funds
~~~~~~~~~~~~~~~
~~~~~~~~
~~~~
Total net assets or fund balances ~~~~~~~~~~~~~~~~~~~~~~
Total liabilities and net assets/fund balances ••••••••••••••••
Form (2017)
11
Balance Sheet
Part X
990
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
83,863,983. 101,052,833.
68,163,159. 55,722,356.
514,167. 239,728.
152,426. 113,522.
2,101,978. 3,320,555.
27,452,665.
8,223,700. 17,976,562. 19,228,965.
259,131,003. 273,852,181.
10,718,984. 10,060,304.
3,723,316. 3,817,506.
446,345,578. 467,407,950.
17,472,604. 23,030,336.
40,833,551. 23,062,440.
114,405. 47,280.
26,917,837. 27,687,668.
85,338,397. 73,827,724.
X
236,322,255. 272,246,608.
98,503,059. 95,036,578.
26,181,867. 26,297,040.
361,007,181. 393,580,226.
446,345,578. 467,407,950.
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
13
732012 11-28-17
1
2
3
4
5
6
7
8
9
10
1
2
3
4
5
6
7
8
9
10
Yes No
1
2
3
a
b
c
2a
2b
2c
a
b
3a
3b
Form 990 (2017) Page
Check if Schedule O contains a response or note to any line in this Part XI •••••••••••••••••••••••••••
Total revenue (must equal Part VIII, column (A), line 12)
Total expenses (must equal Part IX, column (A), line 25)
Revenue less expenses. Subtract line 2 from line 1
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A))
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~
Net unrealized gains (losses) on investments
Donated services and use of facilities
Investment expenses
Prior period adjustments
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Other changes in net assets or fund balances (explain in Schedule O)
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33,
column (B))
~~~~~~~~~~~~~~~~~~~
•••••••••••••••••••••••••••••••••••••••••••••••
Check if Schedule O contains a response or note to any line in this Part XII
•••••••••••••••••••••••••••
Accounting method used to prepare the Form 990: Cash Accrual Other
If the organization changed its method of accounting from a prior year or checked "Other," explain in Schedule O.
Were the organization's financial statements compiled or reviewed by an independent accountant? ~~~~~~~~~~~~
If "Yes," check a box below to indicate whether the financial statements for the year were compiled or reviewed on a
separate basis, consolidated basis, or both:
Separate basis Consolidated basis Both consolidated and separate basis
Were the organization's financial statements audited by an independent accountant? ~~~~~~~~~~~~~~~~~~~
If "Yes," check a box below to indicate whether the financial statements for the year were audited on a separate basis,
consolidated basis, or both:
Separate basis Consolidated basis Both consolidated and separate basis
If "Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit,
review, or compilation of its financial statements and selection of an independent accountant?~~~~~~~~~~~~~~~
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit
Act and OMB Circular A-133? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit
or audits, explain why in Schedule O and describe any steps taken to undergo such audits ••••••••••••••••
Form (2017)
12
Part XI
Reconciliation of Net Assets
Part XII
Financial Statements and Reporting
990
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
X
274,186,594.
249,285,253.
24,901,341.
361,007,181.
5,252,585.
2,419,119.
393,580,226.
X
X
X
X
X
X
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
14
(iv) Is the organization listed
in your governing document?
OMB No. 1545-0047
Department of the Treasury
Internal Revenue Service
732021 10-06-17
(i) (iii) (v) (vi)(ii) Name of supported
organization
Type of organization
(described on lines 1-10
above (see instructions))
Amount of monetary
support (see instructions)
Amount of other
support (see instructions)
EIN
(Form 990 or 990-EZ)
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
| Attach to Form 990 or Form 990-EZ.
| Go to www.irs.gov/Form990 for instructions and the latest information.
Open to Public
Inspection
Name of the organization Employer identification number
1
2
3
4
5
6
7
8
9
10
11
12
section 170(b)(1)(A)(i).
section 170(b)(1)(A)(ii).
section 170(b)(1)(A)(iii).
section 170(b)(1)(A)(iii).
section 170(b)(1)(A)(iv).
section 170(b)(1)(A)(v).
section 170(b)(1)(A)(vi).
section 170(b)(1)(A)(vi).
section 170(b)(1)(A)(ix)
section 509(a)(2).
section 509(a)(4).
section 509(a)(1) section 509(a)(2) section 509(a)(3).
a
b
c
d
e
f
g
Type I.
You must complete Part IV, Sections A and B.
Type II.
You must complete Part IV, Sections A and C.
Type III functionally integrated.
You must complete Part IV, Sections A, D, and E.
Type III non-functionally integrated.
You must complete Part IV, Sections A and D, and Part V.
Yes No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule A (Form 990 or 990-EZ) 2017
(All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
A church, convention of churches, or association of churches described in
A school described in (Attach Schedule E (Form 990 or 990-EZ).)
A hospital or a cooperative hospital service organization described in
A medical research organization operated in conjunction with a hospital described in Enter the hospital's name,
city, and state:
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in
(Complete Part II.)
A federal, state, or local government or governmental unit described in
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in
(Complete Part II.)
A community trust described in (Complete Part II.)
An agricultural research organization described in operated in conjunction with a land-grant college
or university or a non-land-grant college of agriculture (see instructions). Enter the name, city, and state of the college or
university:
An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from
activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment
income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975.
See (Complete Part III.)
An organization organized and operated exclusively to test for public safety. See
An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or
more publicly supported organizations described in or . See Check the box in
lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.
A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving
the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting
organization.
A supporting organization supervised or controlled in connection with its supported organization(s), by having
control or management of the supporting organization vested in the same persons that control or manage the supported
organization(s).
A supporting organization operated in connection with, and functionally integrated with,
its supported organization(s) (see instructions).
A supporting organization operated in connection with its supported organization(s)
that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness
requirement (see instructions).
Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III
functionally integrated, or Type III non-functionally integrated supporting organization.
Enter the number of supported organizations ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Provide the following information about the supported organization(s).
LHA
SCHEDULE A
Part I Reason for Public Charity Status
Public Charity Status and Public Support
2017
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
X
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
15
Subtract line 5 from line 4.
732022 10-06-17
Calendar year (or fiscal year beginning in)
Calendar year (or fiscal year beginning in) |
2
(a) (b) (c) (d) (e) (f)
1
2
3
4
5
Total.
6
Public support.
(a) (b) (c) (d) (e) (f)
7
8
9
10
11
12
13
Total support.
12
First five years.
stop here
14
15
14
15
16
17
18
a
b
a
b
33 1/3% support test - 2017.
stop here.
33 1/3% support test - 2016.
stop here.
10% -facts-and-circumstances test - 2017.
stop here.
10% -facts-and-circumstances test - 2016.
stop here.
Private foundation.
Schedule A (Form 990 or 990-EZ) 2017
|
Add lines 7 through 10
Schedule A (Form 990 or 990-EZ) 2017 Page
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization
fails to qualify under the tests listed below, please complete Part III.)
2013 2014 2015 2016 2017 Total
Gifts, grants, contributions, and
membership fees received. (Do not
include any "unusual grants.")
~~
Tax revenues levied for the organ-
ization's benefit and either paid to
or expended on its behalf
~~~~
The value of services or facilities
furnished by a governmental unit to
the organization without charge
~
Add lines 1 through 3 ~~~
The portion of total contributions
by each person (other than a
governmental unit or publicly
supported organization) included
on line 1 that exceeds 2% of the
amount shown on line 11,
column (f)
~~~~~~~~~~~~
2013 2014 2015 2016 2017 Total
Amounts from line 4 ~~~~~~~
Gross income from interest,
dividends, payments received on
securities loans, rents, royalties,
and income from similar sources ~
Net income from unrelated business
activities, whether or not the
business is regularly carried on ~
Other income. Do not include gain
or loss from the sale of capital
assets (Explain in Part VI.) ~~~~
Gross receipts from related activities, etc. (see instructions) ~~~~~~~~~~~~~~~~~~~~~~~
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3)
organization, check this box and
•••••••••••••••••••••••••••••••••••••••••••••
|
~~~~~~~~~~~~
Public support percentage for 2017 (line 6, column (f) divided by line 11, column (f))
Public support percentage from 2016 Schedule A, Part II, line 14
%
%~~~~~~~~~~~~~~~~~~~~~
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and
The organization qualifies as a publicly supported organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this box
and The organization qualifies as a publicly supported organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more,
and if the organization meets the "facts-and-circumstances" test, check this box and Explain in Part VI how the organization
meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ~~~~~~~~~~~~~~~ |
If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or
more, and if the organization meets the "facts-and-circumstances" test, check this box and Explain in Part VI how the
organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ~~~~~~~~ |
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions ••• |
Part II Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
Section A. Public Support
Section B. Total Support
Section C. Computation of Public Support Percentage
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
169,312,084. 187,871,799. 226,660,582. 343,976,712. 259,024,664. 1186845841.
169,312,084. 187,871,799. 226,660,582. 343,976,712. 259,024,664. 1186845841.
146,958,783.
1039887058.
169,312,084. 187,871,799. 226,660,582. 343,976,712. 259,024,664. 1186845841.
2,103,528. 3,348,634. 4,335,555. 4,507,629. 5,170,648. 19,465,994.
2,189,230. 1,154,616. 3,312,008. 8,284,908. 7,018,230. 21,958,992.
1228270827.
12,542,403.
84.66
82.80
X
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
16
(Subtract line 7c from line 6.)
Amounts included on lines 2 and 3 received
from other than disqualified persons that
exceed the greater of $5,000 or 1% of the
amount on line 13 for the year
(Add lines 9, 10c, 11, and 12.)
732023 10-06-17
Calendar year (or fiscal year beginning in) |
Calendar year (or fiscal year beginning in) |
Total support.
3
(a) (b) (c) (d) (e) (f)
1
2
3
4
5
6
7
Total.
a
b
c
8 Public support.
(a) (b) (c) (d) (e) (f)
9
10a
b
c
11
12
13
14
First five years.
stop here
15
16
15
16
17
18
19
20
2017
2016
17
18
a
b
33 1/3% support tests - 2017.
stop here.
33 1/3% support tests - 2016.
stop here.
Private foundation.
Schedule A (Form 990 or 990-EZ) 2017
Unrelated business taxable income
(less section 511 taxes) from businesses
acquired after June 30, 1975
Schedule A (Form 990 or 990-EZ) 2017 Page
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to
qualify under the tests listed below, please complete Part II.)
2013 2014 2015 2016 2017 Total
Gifts, grants, contributions, and
membership fees received. (Do not
include any "unusual grants.")
~~
Gross receipts from admissions,
merchandise sold or services per-
formed, or facilities furnished in
any activity that is related to the
organization's tax-exempt purpose
Gross receipts from activities that
are not an unrelated trade or bus-
iness under section 513
~~~~~
Tax revenues levied for the organ-
ization's benefit and either paid to
or expended on its behalf
~~~~
The value of services or facilities
furnished by a governmental unit to
the organization without charge
~
~~~
Add lines 1 through 5
Amounts included on lines 1, 2, and
3 received from disqualified persons
~~~~~~
Add lines 7a and 7b ~~~~~~~
2013 2014 2015 2016 2017 Total
Amounts from line 6 ~~~~~~~
Gross income from interest,
dividends, payments received on
securities loans, rents, royalties,
and income from similar sources ~
~~~~
Add lines 10a and 10b ~~~~~~
Net income from unrelated business
activities not included in line 10b,
whether or not the business is
regularly carried on
~~~~~~~
Other income. Do not include gain
or loss from the sale of capital
assets (Explain in Part VI.)
~~~~
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and
••••••••••••••••••••••••••••••••••••••••••••••••••••
|
Public support percentage for 2017 (line 8, column (f) divided by line 13, column (f))
Public support percentage from 2016 Schedule A, Part III, line 15
~~~~~~~~~~~~ %
%••••••••••••••••••••
Investment income percentage for (line 10c, column (f) divided by line 13, column (f))
Investment income percentage from Schedule A, Part III, line 17
~~~~~~~~ %
%~~~~~~~~~~~~~~~~~~
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not
more than 33 1/3%, check this box and The organization qualifies as a publicly supported organization ~~~~~~~~~~ |
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3%, and
line 18 is not more than 33 1/3%, check this box and The organization qualifies as a publicly supported organization ~~~~ |
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions •••••••• |
Part III Support Schedule for Organizations Described in Section 509(a)(2)
Section A. Public Support
Section B. Total Support
Section C. Computation of Public Support Percentage
Section D. Computation of Investment Income Percentage
PLANNED PARENTHOOD FEDERATION OF
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Yes No
1
2
3
4
5
6
7
8
9
10
Part VI
1
2
3a
3b
3c
4a
4b
4c
5a
5b
5c
6
7
8
9a
9b
9c
10a
10b
Part VI
a
b
c
a
b
c
a
b
c
a
b
c
a
b
Part VI
Part VI
Part VI
Part VI
Part VI,
Type I or Type II only.
Substitutions only.
Part VI.
Part VI.
Part VI.
Part VI.
Schedule A (Form 990 or 990-EZ) 2017
If "No," describe in how the supported organizations are designated. If designated by
class or purpose, describe the designation. If historic and continuing relationship, explain.
If "Yes," explain in how the organization determined that the supported
organization was described in section 509(a)(1) or (2).
If "Yes," answer
(b) and (c) below.
If "Yes," describe in when and how the
organization made the determination.
If "Yes," explain in what controls the organization put in place to ensure such use.
If
"Yes," and if you checked 12a or 12b in Part I, answer (b) and (c) below.
If "Yes," describe in how the organization had such control and discretion
despite being controlled or supervised by or in connection with its supported organizations.
If "Yes," explain in what controls the organization used
to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B)
purposes.
If "Yes,"
answer (b) and (c) below (if applicable). Also, provide detail in including (i) the names and EIN
numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action;
(iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action
was accomplished (such as by amendment to the organizing document).
If "Yes," provide detail in
If "Yes," complete Part I of Schedule L (Form 990 or 990-EZ).
If "Yes," complete Part I of Schedule L (Form 990 or 990-EZ).
If "Yes," provide detail in
If "Yes," provide detail in
If "Yes," provide detail in
If "Yes," answer 10b below.
(Use Schedule C, Form 4720, to
determine whether the organization had excess business holdings.)
Schedule A (Form 990 or 990-EZ) 2017 Page
(Complete only if you checked a box in line 12 on Part I. If you checked 12a of Part I, complete Sections A
and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete
Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Are all of the organization's supported organizations listed by name in the organization's governing
documents?
Did the organization have any supported organization that does not have an IRS determination of status
under section 509(a)(1) or (2)?
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)?
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and
satisfied the public support tests under section 509(a)(2)?
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B)
purposes?
Was any supported organization not organized in the United States ("foreign supported organization")?
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign
supported organization?
Did the organization support any foreign supported organization that does not have an IRS determination
under sections 501(c)(3) and 509(a)(1) or (2)?
Did the organization add, substitute, or remove any supported organizations during the tax year?
Was any added or substituted supported organization part of a class already
designated in the organization's organizing document?
Was the substitution the result of an event beyond the organization's control?
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to
anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class
benefited by one or more of its supported organizations, or (iii) other supporting organizations that also
support or benefit one or more of the filing organization's supported organizations?
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor
(defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with
regard to a substantial contributor?
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7?
Was the organization controlled directly or indirectly at any time during the tax year by one or more
disqualified persons as defined in section 4946 (other than foundation managers and organizations described
in section 509(a)(1) or (2))?
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which
the supporting organization had an interest?
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit
from, assets in which the supporting organization also had an interest?
Was the organization subject to the excess business holdings rules of section 4943 because of section
4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated
supporting organizations)?
Did the organization have any excess business holdings in the tax year?
Part IV
Supporting Organizations
Section A. All Supporting Organizations
PLANNED PARENTHOOD FEDERATION OF
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Yes No
11
a
b
c
11a
11b
11cPart VI.
Yes No
1
2
Part VI
1
2
Part VI
Yes No
1
Part VI
1
Yes No
1
2
3
1
2
3
Part VI
Part VI
1
2
3
(see instructions).
a
b
c
line 2
line 3
Part VI
Answer (a) and (b) below. Yes No
a
b
a
b
Part VI identify
those supported organizations and explain
2a
2b
3a
3b
Part VI
Answer (a) and (b) below.
Part VI.
Part VI
Schedule A (Form 990 or 990-EZ) 2017
If "Yes" to a, b, or c, provide detail in
If "No," describe in how the supported organization(s) effectively operated, supervised, or
controlled the organization's activities. If the organization had more than one supported organization,
describe how the powers to appoint and/or remove directors or trustees were allocated among the supported
organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
If "Yes," explain in
how providing such benefit carried out the purposes of the supported organization(s) that operated,
supervised, or controlled the supporting organization.
If "No," describe in how control
or management of the supporting organization was vested in the same persons that controlled or managed
the supported organization(s).
If "No," explain in how
the organization maintained a close and continuous working relationship with the supported organization(s).
If "Yes," describe in the role the organization's
supported organizations played in this regard.
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year
Complete below.
Complete below.
Describe in how you supported a government entity (see instructions).
If "Yes," then in
how these activities directly furthered their exempt purposes,
how the organization was responsive to those supported organizations, and how the organization determined
that these activities constituted substantially all of its activities.
If "Yes," explain in the
reasons for the organization's position that its supported organization(s) would have engaged in these
activities but for the organization's involvement.
Provide details in
If "Yes," describe in the role played by the organization in this regard.
Schedule A (Form 990 or 990-EZ) 2017 Page
Has the organization accepted a gift or contribution from any of the following persons?
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c)
below, the governing body of a supported organization?
A family member of a person described in (a) above?
A 35% controlled entity of a person described in (a) or (b) above?
Did the directors, trustees, or membership of one or more supported organizations have the power to
regularly appoint or elect at least a majority of the organization's directors or trustees at all times during the
tax year?
Did the organization operate for the benefit of any supported organization other than the supported
organization(s) that operated, supervised, or controlled the supporting organization?
Were a majority of the organization's directors or trustees during the tax year also a majority of the directors
or trustees of each of the organization's supported organization(s)?
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the
organization's tax year, (i) a written notice describing the type and amount of support provided during the prior tax
year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the
organization's governing documents in effect on the date of notification, to the extent not previously provided?
Were any of the organization's officers, directors, or trustees either (i) appointed or elected by the supported
organization(s) or (ii) serving on the governing body of a supported organization?
By reason of the relationship described in (2), did the organization's supported organizations have a
significant voice in the organization's investment policies and in directing the use of the organization's
income or assets at all times during the tax year?
The organization satisfied the Activities Test.
The organization is the parent of each of its supported organizations.
The organization supported a governmental entity.
Activities Test.
Did substantially all of the organization's activities during the tax year directly further the exempt purposes of
the supported organization(s) to which the organization was responsive?
Did the activities described in (a) constitute activities that, but for the organization's involvement, one or more
of the organization's supported organization(s) would have been engaged in?
Parent of Supported Organizations.
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or
trustees of each of the supported organizations?
Did the organization exercise a substantial degree of direction over the policies, programs, and activities of each
of its supported organizations?
(continued)
Part IV
Supporting Organizations
Section B. Type I Supporting Organizations
Section C. Type II Supporting Organizations
Section D. All Type III Supporting Organizations
Section E. Type III Functionally Integrated Supporting Organizations
PLANNED PARENTHOOD FEDERATION OF
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732026 10-06-17
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1 See instructions.
Section A - Adjusted Net Income
1
2
3
4
5
6
7
8
1
2
3
4
5
6
7
8Adjusted Net Income
Section B - Minimum Asset Amount
1
2
3
4
5
6
7
8
a
b
c
d
e
1a
1b
1c
1d
2
3
4
5
6
7
8
Total
Discount
Part VI
Minimum Asset Amount
Section C - Distributable Amount
1
2
3
4
5
6
7
1
2
3
4
5
6
Distributable Amount.
Schedule A (Form 990 or 990-EZ) 2017
Schedule A (Form 990 or 990-EZ) 2017 Page
Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI.) All
other Type III non-functionally integrated supporting organizations must complete Sections A through E.
(B) Current Year
(optional)
(A) Prior Year
Net short-term capital gain
Recoveries of prior-year distributions
Other gross income (see instructions)
Add lines 1 through 3
Depreciation and depletion
Portion of operating expenses paid or incurred for production or
collection of gross income or for management, conservation, or
maintenance of property held for production of income (see instructions)
Other expenses (see instructions)
(subtract lines 5, 6, and 7 from line 4)
(B) Current Year
(optional)
(A) Prior Year
Aggregate fair market value of all non-exempt-use assets (see
instructions for short tax year or assets held for part of year):
Average monthly value of securities
Average monthly cash balances
Fair market value of other non-exempt-use assets
(add lines 1a, 1b, and 1c)
claimed for blockage or other
factors (explain in detail in ):
Acquisition indebtedness applicable to non-exempt-use assets
Subtract line 2 from line 1d
Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount,
see instructions)
Net value of non-exempt-use assets (subtract line 4 from line 3)
Multiply line 5 by .035
Recoveries of prior-year distributions
(add line 7 to line 6)
Current Year
Adjusted net income for prior year (from Section A, line 8, Column A)
Enter 85% of line 1
Minimum asset amount for prior year (from Section B, line 8, Column A)
Enter greater of line 2 or line 3
Income tax imposed in prior year
Subtract line 5 from line 4, unless subject to
emergency temporary reduction (see instructions)
Check here if the current year is the organization's first as a non-functionally integrated Type III supporting organization (see
instructions).
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
PLANNED PARENTHOOD FEDERATION OF
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Section D - Distributions Current Year
1
2
3
4
5
6
7
8
9
10
Part VI
Total annual distributions.
Part VI
(i)
Excess Distributions
(ii)
Underdistributions
Pre-2017
(iii)
Distributable
Amount for 2017
Section E - Distribution Allocations (see instructions)
1
2
3
4
5
6
7
8
Part VI
a
b
c
d
e
f
g
h
i
j
Total
a
b
c
Part VI.
Part VI
Excess distributions carryover to 2018.
a
b
c
d
e
Schedule A (Form 990 or 990-EZ) 2017
Schedule A (Form 990 or 990-EZ) 2017 Page
Amounts paid to supported organizations to accomplish exempt purposes
Amounts paid to perform activity that directly furthers exempt purposes of supported
organizations, in excess of income from activity
Administrative expenses paid to accomplish exempt purposes of supported organizations
Amounts paid to acquire exempt-use assets
Qualified set-aside amounts (prior IRS approval required)
Other distributions (describe in ). See instructions.
Add lines 1 through 6.
Distributions to attentive supported organizations to which the organization is responsive
(provide details in ). See instructions.
Distributable amount for 2017 from Section C, line 6
Line 8 amount divided by line 9 amount
Distributable amount for 2017 from Section C, line 6
Underdistributions, if any, for years prior to 2017 (reason-
able cause required- explain in ). See instructions.
Excess distributions carryover, if any, to 2017
From 2013
From 2014
From 2015
From 2016
of lines 3a through e
Applied to underdistributions of prior years
Applied to 2017 distributable amount
Carryover from 2012 not applied (see instructions)
Remainder. Subtract lines 3g, 3h, and 3i from 3f.
Distributions for 2017 from Section D,
line 7: $
Applied to underdistributions of prior years
Applied to 2017 distributable amount
Remainder. Subtract lines 4a and 4b from 4.
Remaining underdistributions for years prior to 2017, if
any. Subtract lines 3g and 4a from line 2. For result greater
than zero, explain in See instructions.
Remaining underdistributions for 2017. Subtract lines 3h
and 4b from line 1. For result greater than zero, explain in
. See instructions.
Add lines 3j
and 4c.
Breakdown of line 7:
Excess from 2013
Excess from 2014
Excess from 2015
Excess from 2016
Excess from 2017
(continued)
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
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Schedule A (Form 990 or 990-EZ) 2017
Schedule A (Form 990 or 990-EZ) 2017 Page
Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12;
Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C,
line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a, and 3b; Part V, line 1; Part V, Section B, line 1e; Part V,
Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information.
(See instructions.)
Part VI
Supplemental Information.
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
PART 11, SECTION B, LINE 10
OTHER INCOME CONSISTS OF SPECIAL EVENTS (IF APPLICABLE), OVERHEAD AND
OTHER FEES.
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
22
OMB No. 1545-0047
Department of the Treasury
Internal Revenue Service
723451 11-01-17
Schedule B (Form 990, 990-EZ, or 990-PF) (2017)
(Form 990, 990-EZ,
or 990-PF)
| Attach to Form 990, Form 990-EZ, or Form 990-PF.
| Go to www.irs.gov/Form990 for the latest information.
Name of the organization Employer identification number
Organization type
Filers of: Section:
not
General Rule Special Rule.
Note:
General Rule
Special Rules
(1) (2)
General Rule
Caution:
must
For Paperwork Reduction Act Notice, see the instructions for Form 990, 990-EZ, or 990-PF.
exclusively
exclusively
exclusively
nonexclusively
(check one):
Form 990 or 990-EZ 501(c)( ) (enter number) organization
4947(a)(1) nonexempt charitable trust treated as a private foundation
527 political organization
Form 990-PF 501(c)(3) exempt private foundation
4947(a)(1) nonexempt charitable trust treated as a private foundation
501(c)(3) taxable private foundation
Check if your organization is covered by the or a
Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or
property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33 1/3% support test of the regulations under
sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from
any one contributor, during the year, total contributions of the greater of $5,000; or 2% of the amount on (i) Form 990, Part VIII, line 1h;
or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the
year, total contributions of more than $1,000 for religious, charitable, scientific, literary, or educational purposes, or for
the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the
year, contributions for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box
is checked, enter here the total contributions that were received during the year for an religious, charitable, etc.,
purpose. Don't complete any of the parts unless the applies to this organization because it received
religious, charitable, etc., contributions totaling $5,000 or more during the year ~~~~~~~~~~~~~~~ | $
An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990, 990-EZ, or 990-PF),
but it answer "No" on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on its Form 990-PF, Part I, line 2, to
certify that it doesn't meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF).
LHA
Schedule B Schedule of Contributors
2017
** PUBLIC DISCLOSURE COPY **
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
X 3
X
723452 11-01-17
Name of organization Employer identification number
Schedule B (Form 990, 990-EZ, or 990-PF) (2017)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
Schedule B (Form 990, 990-EZ, or 990-PF) (2017) Page
(see instructions). Use duplicate copies of Part I if additional space is needed.
$
(Complete Part II for
noncash contributions.)
$
(Complete Part II for
noncash contributions.)
$
(Complete Part II for
noncash contributions.)
$
(Complete Part II for
noncash contributions.)
$
(Complete Part II for
noncash contributions.)
$
(Complete Part II for
noncash contributions.)
2
Part I Contributors
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
1 X
19,312,210. X
2 X
19,182,732.
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
24
723453 11-01-17
Name of organization Employer identification number
Schedule B (Form 990, 990-EZ, or 990-PF) (2017)
(a)
No.
from
Part I
(c)
FMV (or estimate)
(See instructions.)
(b)
Description of noncash property given
(d)
Date received
(a)
No.
from
Part I
(c)
FMV (or estimate)
(See instructions.)
(b)
Description of noncash property given
(d)
Date received
(a)
No.
from
Part I
(c)
FMV (or estimate)
(See instructions.)
(b)
Description of noncash property given
(d)
Date received
(a)
No.
from
Part I
(c)
FMV (or estimate)
(See instructions.)
(b)
Description of noncash property given
(d)
Date received
(a)
No.
from
Part I
(c)
FMV (or estimate)
(See instructions.)
(b)
Description of noncash property given
(d)
Date received
(a)
No.
from
Part I
(c)
FMV (or estimate)
(See instructions.)
(b)
Description of noncash property given
(d)
Date received
Schedule B (Form 990, 990-EZ, or 990-PF) (2017) Page
(see instructions). Use duplicate copies of Part II if additional space is needed.
$
$
$
$
$
$
3
Part II Noncash Property
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
VARIOUS GIFTS OF DONATED STOCK
1
19,217,510. 08/16/17
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
25
(Enter this info. once.)
For organizations
completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year.
723454 11-01-17
Name of organization Employer identification number
religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for
the year from any one contributor. (a) (e) and
Schedule B (Form 990, 990-EZ, or 990-PF) (2017)
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee
Complete columns through the following line entry.
Schedule B (Form 990, 990-EZ, or 990-PF) (2017) Page
| $
Use duplicate copies of Part III if additional space is needed.
Exclusively
4
Part III
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
26
OMB No. 1545-0047
Department of the Treasury
Internal Revenue Service
732041 11-09-17
(Form 990 or 990-EZ)
For Organizations Exempt From Income Tax Under section 501(c) and section 527
Open to Public
Inspection
Complete if the organization is described below. Attach to Form 990 or Form 990-EZ.
| Go to www.irs.gov/Form990 for instructions and the latest information.
If the organization answered "Yes," on Form 990, Part IV, line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
If the organization answered "Yes," on Form 990, Part IV, line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
If the organization answered "Yes," on Form 990, Part IV, line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy
Tax) (see separate instructions), then
Employer identification number
1
2
3
1
2
3
4
Yes No
a
b
Yes No
1
2
3
4
5
Form 1120-POL Yes No
(a) (b) (c) (d) (e)
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Schedule C (Form 990 or 990-EZ) 2017
¥ Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
¥ Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
¥ Section 527 organizations: Complete Part I-A only.
¥ Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
¥ Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
¥ Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of organization
Provide a description of the organization's direct and indirect political campaign activities in Part IV.
Political campaign activity expenditures
Volunteer hours for political campaign activities
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ $
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Enter the amount of any excise tax incurred by the organization under section 4955
Enter the amount of any excise tax incurred by organization managers under section 4955
If the organization incurred a section 4955 tax, did it file Form 4720 for this year?
~~~~~~~~~~~~~ $
~~~~~~~~~~ $
~~~~~~~~~~~~~~~~~~~
Was a correction made?
If "Yes," describe in Part IV.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Enter the amount directly expended by the filing organization for section 527 exempt function activities
Enter the amount of the filing organization's funds contributed to other organizations for section 527
exempt function activities
~~~~ $
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ $
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL,
line 17b
Did the filing organization file for this year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ $
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing organization
made payments. For each organization listed, enter the amount paid from the filing organization's funds. Also enter the amount of political
contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a
political action committee (PAC). If additional space is needed, provide information in Part IV.
Name Address EIN Amount paid from
filing organization's
funds. If none, enter -0-.
Amount of political
contributions received and
promptly and directly
delivered to a separate
political organization.
If none, enter -0-.
LHA
SCHEDULE C
Part I-A Complete if the organization is exempt under section 501(c) or is a section 527 organization.
Part I-B
Complete if the organization is exempt under section 501(c)(3).
Part I-C Complete if the organization is exempt under section 501(c), except section 501(c)(3).
Political Campaign and Lobbying Activities
2017
J J
J
J
J
J
J
J
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
27
732042 11-09-17
If the amount on line 1e, column (a) or (b) is:
2
A
B
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) (b)
1a
b
c
d
e
f
The lobbying nontaxable amount is:
g
h
i
j
Yes No
4-Year Averaging Period Under section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five columns below.
See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
(a) (b) (c) (d) (e)
2a
b
c
d
e
f
Schedule C (Form 990 or 990-EZ) 2017
Schedule C (Form 990 or 990-EZ) 2017 Page
Check if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN,
expenses, and share of excess lobbying expenditures).
Check if the filing organization checked box A and "limited control" provisions apply.
Filing
organization's
totals
Affiliated group
totals
Total lobbying expenditures to influence public opinion (grass roots lobbying)
Total lobbying expenditures to influence a legislative body (direct lobbying)
~~~~~~~~~~
~~~~~~~~~~~
Total lobbying expenditures (add lines 1a and 1b)
Other exempt purpose expenditures
~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Total exempt purpose expenditures (add lines 1c and 1d)
Lobbying nontaxable amount. Enter the amount from the following table in both columns.
~~~~~~~~~~~~~~~~~~~~
Not over $500,000
Over $500,000 but not over $1,000,000
Over $1,000,000 but not over $1,500,000
Over $1,500,000 but not over $17,000,000
Over $17,000,000
20% of the amount on line 1e.
$100,000 plus 15% of the excess over $500,000.
$175,000 plus 10% of the excess over $1,000,000.
$225,000 plus 5% of the excess over $1,500,000.
$1,000,000.
Grassroots nontaxable amount (enter 25% of line 1f)
Subtract line 1g from line 1a. If zero or less, enter -0-
Subtract line 1f from line 1c. If zero or less, enter -0-
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~
If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720
reporting section 4911 tax for this year? ••••••••••••••••••••••••••••••••••••••
Calendar year
(or fiscal year beginning in)
2014 2015 2016 2017 Total
Lobbying nontaxable amount
Lobbying ceiling amount
(150% of line 2a, column(e))
Total lobbying expenditures
Grassroots nontaxable amount
Grassroots ceiling amount
(150% of line 2d, column (e))
Grassroots lobbying expenditures
Part II-A Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under
section 501(h)).
J
J
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
X
148,278. 148,278.
761,974. 761,974.
910,252. 910,252.
215,637,340. 243,441,963.
216,547,592. 244,352,215.
1,000,000. 1,000,000.
250,000. 250,000.
0. 0.
0. 0.
1,000,000. 1,000,000. 1,000,000. 1,000,000. 4,000,000.
6,000,000.
849,660. 437,142. 747,355. 910,252. 2,944,409.
250,000. 250,000. 250,000. 250,000. 1,000,000.
1,500,000.
172,983. 211,056. 218,587. 148,278. 750,904.
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
28
732043 11-09-17
3
(a) (b)
Yes No
Amount
1
a
b
c
d
e
f
g
h
i
j
a
b
c
d
2
Yes No
1
2
3
1
2
3
1
2
3
4
5
(do not include amounts of political
expenses for which the section 527(f) tax was paid).
1
2a
2b
2c
3
4
5
a
b
c
Schedule C (Form 990 or 990-EZ) 2017
For each "Yes," response on lines 1a through 1i below, provide in Part IV a detailed description
of the lobbying activity.
Schedule C (Form 990 or 990-EZ) 2017 Page
During the year, did the filing organization attempt to influence foreign, national, state or
local legislation, including any attempt to influence public opinion on a legislative matter
or referendum, through the use of:
Volunteers?
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)?
Media advertisements?
Mailings to members, legislators, or the public?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~
Publications, or published or broadcast statements?
Grants to other organizations for lobbying purposes?
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~
Direct contact with legislators, their staffs, government officials, or a legislative body?
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means?
Other activities?
~~~~~~
~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Total. Add lines 1c through 1i
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)?
If "Yes," enter the amount of any tax incurred under section 4912
If "Yes," enter the amount of any tax incurred by organization managers under section 4912
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~
~~~~~~~~~~~~~~~~
~~~
••••••
Were substantially all (90% or more) dues received nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Did the organization agree to carry over lobbying and political campaign activity expenditures from the prior year?
~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~
Dues, assessments and similar amounts from members
Section 162(e) nondeductible lobbying and political expenditures
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Current year
Carryover from last year
Total
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess
does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political
expenditure next year?
~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Taxable amount of lobbying and political expenditures (see instructions)
•••••••••••••••••••••
Provide the descriptions required for Part I-A, line 1; Part I-B, line 4; Part I-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see
instructions); and Part II-B, line 1. Also, complete this part for any additional information.
Part II-B Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768
(election under section 501(h)).
Part III-A Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section
501(c)(6).
Part III-B Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section
501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No," OR (b) Part III-A, line 3, is
answered "Yes."
Part IV
Supplemental Information
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
PART II-A, COLUMN B
AFFILIATE INCLUDED IN LINE 1D(B) AND 1E(B):
PLANNED PARENTHOOD GLOBAL, INC.
123 WILLIAM STREET
NEW YORK, NY 10038
EXPENSES $27,804,623
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
29
732044 11-09-17
4
Schedule C (Form 990 or 990-EZ) 2017
(continued)
Schedule C (Form 990 or 990-EZ) 2017 Page
Supplemental Information
Part IV
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
THE ABOVE 501(C)(3) ORGANIZATION HAS ALSO MADE THE 501 (H) ELECTION.
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
30
OMB No. 1545-0047
Department of the Treasury
Internal Revenue Service
732051 10-09-17
Held at the End of the Tax Year
(Form 990) | Complete if the organization answered "Yes" on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
| Attach to Form 990.
|Go to www.irs.gov/Form990 for instructions and the latest information.
Open to Public
Inspection
Name of the organization Employer identification number
(a) (b)
1
2
3
4
5
6
Yes No
Yes No
1
2
3
4
5
6
7
8
9
a
b
c
d
2a
2b
2c
2d
Yes No
Yes No
1
2
a
b
(i)
(ii)
a
b
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule D (Form 990) 2017
Complete if the
organization answered "Yes" on Form 990, Part IV, line 6.
Donor advised funds Funds and other accounts
Total number at end of year
Aggregate value of contributions to (during year)
Aggregate value of grants from (during year)
Aggregate value at end of year
~~~~~~~~~~~~~~~
~~~~
~~~~~~
~~~~~~~~~~~~~
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds
are the organization's property, subject to the organization's exclusive legal control?~~~~~~~~~~~~~~~~~~
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only
for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring
impermissible private benefit?
••••••••••••••••••••••••••••••••••••••••••••
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
Purpose(s) of conservation easements held by the organization (check all that apply).
Preservation of land for public use (e.g., recreation or education)
Protection of natural habitat
Preservation of open space
Preservation of a historically important land area
Preservation of a certified historic structure
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last
day of the tax year.
Total number of conservation easements
Total acreage restricted by conservation easements
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Number of conservation easements on a certified historic structure included in (a)
Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure
listed in the National Register
~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax
year |
Number of states where property subject to conservation easement is located |
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of
violations, and enforcement of the conservation easements it holds? ~~~~~~~~~~~~~~~~~~~~~~~~~
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
|
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
| $
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i)
and section 170(h)(4)(B)(ii)? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and
include, if applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for
conservation easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII,
the text of the footnote to its financial statements that describes these items.
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical
treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts
relating to these items:
Revenue included on Form 990, Part VIII, line 1
Assets included in Form 990, Part X
~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | $
$~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide
the following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
Revenue included on Form 990, Part VIII, line 1
Assets included in Form 990, Part X
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | $
$••••••••••••••••••••••••••••••••••• |
LHA
Part I Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts.
Part II Conservation Easements.
Part III Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
SCHEDULE D
Supplemental Financial Statements
2017
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
31
732052 10-09-17
3
4
5
a
b
c
d
e
Yes No
1
2
a
b
c
d
e
f
a
b
Yes No
1c
1d
1e
1f
Yes No
(a) (b) (c) (d) (e)
1
2
3
4
a
b
c
d
e
f
g
a
b
c
a
b
Yes No
(i)
(ii)
3a(i)
3a(ii)
3b
(a) (b) (c) (d)
1a
b
c
d
e
Total.
Schedule D (Form 990) 2017
(continued)
(Column (d) must equal Form 990, Part X, column (B), line 10c.)
Two years back Three years back Four years back
Schedule D (Form 990) 2017 Page
Using the organization's acquisition, accession, and other records, check any of the following that are a significant use of its collection items
(check all that apply):
Public exhibition
Scholarly research
Preservation for future generations
Loan or exchange programs
Other
Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIII.
During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets
to be sold to raise funds rather than to be maintained as part of the organization's collection? ••••••••••••
Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or
reported an amount on Form 990, Part X, line 21.
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included
on Form 990, Part X?
If "Yes," explain the arrangement in Part XIII and complete the following table:
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Amount
Beginning balance
Additions during the year
Distributions during the year
Ending balance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided on Part XIII
~~~~~
•••••••••••••
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
Current year Prior year
Beginning of year balance
Contributions
Net investment earnings, gains, and losses
Grants or scholarships
~~~~~~~
~~~~~~~~~~~~~~
~~~~~~~~~
Other expenditures for facilities
and programs
Administrative expenses
End of year balance
~~~~~~~~~~~~~
~~~~~~~~
~~~~~~~~~~
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
Board designated or quasi-endowment
Permanent endowment
Temporarily restricted endowment
The percentages on lines 2a, 2b, and 2c should equal 100%.
| %
| %
| %
Are there endowment funds not in the possession of the organization that are held and administered for the organization
by:
unrelated organizations
related organizations
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes" on line 3a(ii), are the related organizations listed as required on Schedule R?
Describe in Part XIII the intended uses of the organization's endowment funds.
~~~~~~~~~~~~~~~~~~~~
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property Cost or other
basis (investment)
Cost or other
basis (other)
Accumulated
depreciation
Book value
Land
Buildings
Leasehold improvements
~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~
Equipment
Other
~~~~~~~~~~~~~~~~~
••••••••••••••••••••
Add lines 1a through 1e. |
•••••••••••••
2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets
Part IV
Escrow and Custodial Arrangements.
Part V Endowment Funds.
Part VI Land, Buildings, and Equipment.
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
157,145,414. 142,154,226. 118,378,426. 101,042,566. 87,847,469.
15,000. 524,857. 27,025,482. 15,841,860. 2,191,597.
10,316,779. 16,046,726. -1,841,039. 2,691,810. 12,074,314.
1,638,027. 1,580,395. 1,408,643. 1,197,810. 1,070,814.
165,839,166. 157,145,414. 142,154,226. 118,378,426. 101,042,566.
76.00
16.00
8.00
X
X
11,784,762. 3,975,177. 7,809,585.
15,667,903. 4,248,523. 11,419,380.
19,228,965.
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
32
(including name of security)
732053 10-09-17
Total.
Total.
(a) (b) (c)
(1)
(2)
(3)
(a) (b) (c)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(a) (b)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total.
(a) (b)
1.
Total.
2.
Schedule D (Form 990) 2017
(Column (b) must equal Form 990, Part X, col. (B) line 15.)
(Column (b) must equal Form 990, Part X, col. (B) line 25.)
Description of security or category
(Col. (b) must equal Form 990, Part X, col. (B) line 12.) |
(Col. (b) must equal Form 990, Part X, col. (B) line 13.) |
Schedule D (Form 990) 2017 Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
Book value Method of valuation: Cost or end-of-year market value
Financial derivatives
Closely-held equity interests
Other
~~~~~~~~~~~~~~~
~~~~~~~~~~~
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Complete if the organization answered "Yes" on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
Description of investment Book value Method of valuation: Cost or end-of-year market value
Complete if the organization answered "Yes" on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
Description Book value
••••••••••••••••••••••••••••
|
Complete if the organization answered "Yes" on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
Description of liability Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Federal income taxes
••••• |
Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the
organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
3
Part VII Investments - Other Securities.
Part VIII
Investments - Program Related.
Part IX Other Assets.
Part X Other Liabilities.
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
DUE TO RELATED ORGANIZATIONS (NET
OF GRANTS PAYABLE) 1,690,316.
LIABILITY UNDER SPLIT INTEREST
AGREEMENTS 15,022,478.
AMOUNTS HELD ON BEHALF OF
AFFILIATES AND OTHERS 3,824,016.
DEFERRED RENT 7,150,858.
27,687,668.
X
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
33
732054 10-09-17
1
2
3
4
5
1
a
b
c
d
e
2a
2b
2c
2d
2a 2d 2e
32e 1
a
b
c
4a
4b
4a 4b
3 4c.
4c
5
1
2
3
4
5
1
a
b
c
d
e
2a
2b
2c
2d
2a 2d
2e 1
2e
3
a
b
c
4a
4b
4a 4b
3 4c.
4c
5
Schedule D (Form 990) 2017
(This must equal Form 990, Part I, line 12.)
(This must equal Form 990, Part I, line 18.)
Schedule D (Form 990) 2017 Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 12a.
Total revenue, gains, and other support per audited financial statements
Amounts included on line 1 but not on Form 990, Part VIII, line 12:
~~~~~~~~~~~~~~~~~~~
Net unrealized gains (losses) on investments
Donated services and use of facilities
Recoveries of prior year grants
Other (Describe in Part XIII.)
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines through ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Subtract line from line ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Amounts included on Form 990, Part VIII, line 12, but not on line 1:
Investment expenses not included on Form 990, Part VIII, line 7b
Other (Describe in Part XIII.)
~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines and
Total revenue. Add lines and
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
•••••••••••••••••
Complete if the organization answered "Yes" on Form 990, Part IV, line 12a.
Total expenses and losses per audited financial statements
Amounts included on line 1 but not on Form 990, Part IX, line 25:
~~~~~~~~~~~~~~~~~~~~~~~~~~
Donated services and use of facilities
Prior year adjustments
Other losses
Other (Describe in Part XIII.)
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines through
Subtract line from line
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Amounts included on Form 990, Part IX, line 25, but not on line 1:
Investment expenses not included on Form 990, Part VIII, line 7b
Other (Describe in Part XIII.)
~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines and
Total expenses. Add lines and
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
••••••••••••••••
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI,
lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return.
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return.
Part XIII Supplemental Information.
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
287,168,547.
5,252,585.
2,328,286.
6,035,797.
13,616,668.
273,551,879.
751,355.
-116,640.
634,715.
274,186,594.
254,595,502.
2,328,286.
3,733,318.
6,061,604.
248,533,898.
751,355.
751,355.
249,285,253.
PART V, LINE 4:
THE PURPOSE OF THE ENDOWMENT FUND IS TO PROVIDE FUTURE INCOME FOR THE
OPERATIONS OF PLANNED PARENTHOOD FEDERATION OF AMERICA, INC. ("PPFA").
THE BOARD DESIGNATED ENDOWMENT DOES SO AS WELL, AS A MEANS OF DIVERSIFYING
PPFA'S REVENUE BASE, WHICH OTHERWISE RELIES LARGELY ON ANNUAL FUNDRAISING.
THE BOARD DESIGNATED ENDOWMENT ALSO SERVES THE PURPOSE OF PROVIDING KEY
STRATEGIC LONG-TERM PROGRAMMATIC AND OPERATIONAL INVESTMENTS.
PART X, LINE 2:
THE FIN 48 FOOTNOTE PER THE AUDITED FINANCIAL STATEMENTS STATES THAT THE
ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE
POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. PPFA BELIEVES IT
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
34
732055 10-09-17
5
Schedule D (Form 990) 2017
(continued)
Schedule D (Form 990) 2017 Page
Part XIII
Supplemental Information
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:
CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 2,319,113.
GAIN ON BENEFICIAL INTEREST IN PERPETUAL TRUST 100,006.
DONATED OVERHEAD TO PLANNED PARENTHOOD GLOBAL, INC. 3,616,678.
TOTAL TO SCHEDULE D, PART XI, LINE 2D 6,035,797.
PART XI, LINE 4B - OTHER ADJUSTMENTS:
COST OF GOODS SOLD -116,640.
PART XII, LINE 2D - OTHER ADJUSTMENTS:
COST OF GOODS SOLD 116,640.
DONATED OVERHEAD TO PLANNED PARENTHOOD GLOBAL, INC. 3,616,678.
TOTAL TO SCHEDULE D, PART XII, LINE 2D 3,733,318.
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
35
OMB No. 1545-0047
Department of the Treasury
Internal Revenue Service
732071 10-06-17
| Complete if the organization answered "Yes" on Form 990, Part IV, line 14b, 15, or 16.
| Attach to Form 990.
| Go to www.irs.gov/Form990 for instructions and the latest information.
Open to Public
Inspection
Employer identification number
1
2
3
For grantmakers.
Yes No
For grantmakers.
(a) (b) (c) (d) (e) (f)
3 a
b
c Totals
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule F (Form 990) 2017
Name of the organization
Complete if the organization answered "Yes" on
Form 990, Part IV, line 14b.
Does the organization maintain records to substantiate the amount of its grants and other assistance,
the grantees' eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance? ~~
Describe in Part V the organization's procedures for monitoring the use of its grants and other assistance outside the
United States.
Activities per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
Region Number of
offices
in the region
Number of
employees,
agents, and
independent
contractors
in the region
Activities conducted in the region
(by type) (such as, fundraising, pro-
gram services, investments, grants to
recipients located in the region)
If activity listed in (d)
is a program service,
describe specific type
of service(s) in the region
Total
expenditures
for and
investments
in the region
Sub-total ~~~~~~
Total from continuation
sheets to Part I ~~~
(add lines 3a
and 3b) ••••••
LHA
(Form 990)
Part I General Information on Activities Outside the United States.
SCHEDULE F
Statement of Activities Outside the United States
2017
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
CENTRAL AMERICA AND
THE CARIBBEAN 0 0 INVESTMENTS 4,409,551.
0 0 4,409,551.
0 0 0.
0 0 4,409,551.
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
36
732072 10-06-17
2
Part II Grants and Other Assistance to Organizations or Entities Outside the United States.
(a)
(b)
(c)
(d) (e) (f)
(g) (h) (i)
1
2
3
Schedule F (Form 990) 2017
IRS code section
and EIN (if applicable)
Schedule F (Form 990) 2017 Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any
recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
Name of organization Region
Purpose of
grant
Amount
of cash grant
Manner of
cash disbursement
Amount of
noncash
assistance
Description
of noncash
assistance
Method of
valuation (book, FMV,
appraisal, other)
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt
by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ~~~~~~~~~~~~~~~~~~~~~~ |
Enter total number of other organizations or entities ••••••••••••••••••••••••••••••••••••••••••••• |
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
37
732073 10-06-17
3
Part III Grants and Other Assistance to Individuals Outside the United States.
(c) (d) (e) (f) (g) (h)
(a) (b)
Schedule F (Form 990) 2017
Schedule F (Form 990) 2017 Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
Number of
recipients
Amount of
cash grant
Manner of
cash disbursement
Amount of
noncash
assistance
Description of
noncash assistance
Method of
valuation
(book, FMV,
appraisal, other)
Type of grant or assistance Region
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
38
732074 10-06-17
4
1
2
3
4
5
6
Schedule F (Form 990) 2017
If "Yes," the
organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign
Corporation (see Instructions for Form 926)
If "Yes," the organization
may be required to separately file Form 3520, Annual Return To Report Transactions With Foreign
Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign
Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990)
If "Yes,"
the organization may be required to file Form 5471, Information Return of U.S. Persons With Respect To
Certain Foreign Corporations (see Instructions for Form 5471)
If "Yes," the organization may be required to file Form 8621,
Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund
(see Instructions for Form 8621)
If "Yes,"
the organization may be required to file Form 8865, Return of U.S. Persons With Respect to Certain
Foreign Partnerships (see Instructions for Form 8865)
If
"Yes," the organization may be required to separately file Form 5713, International Boycott Report (see
Instructions for Form 5713; don't file with Form 990)
Schedule F (Form 990) 2017 Page
Was the organization a U.S. transferor of property to a foreign corporation during the tax year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes No
Did the organization have an interest in a foreign trust during the tax year?
~~~~~~~~~~~ Yes No
Did the organization have an ownership interest in a foreign corporation during the tax year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes No
Was the organization a direct or indirect shareholder of a passive foreign investment company or a
qualified electing fund during the tax year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes No
Did the organization have an ownership interest in a foreign partnership during the tax year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes No
Did the organization have any operations in or related to any boycotting countries during the tax year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes No
Part IV
Foreign Forms
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
X
X
X
X
X
X
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
39
732075 10-06-17
5
Schedule F (Form 990) 2017
Schedule F (Form 990) 2017 Page
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of
investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c)
(estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
Part V
Supplemental Information
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
PART I, 3(F)
INVESTMENTS ARE RECORDED AT YEAR END BOOK VALUE.
PART I, QUESTION #3(B) & FORM 990 PART IV, Q 14A - OFFICES OUTSIDE U.S.
LEASES FOR RENTAL SPACE IN FOREIGN COUNTRIES ARE IN THE NAME OF PPFA
BUT PP GLOBAL, INC. AND PPFA INTERNATIONAL AFRICA REGIONAL OFFICE IS
USING THE SPACE AND PAYING THE RENT. PPFA DID NOT INCUR ANY EXPENSES
RELATED TO THESE LEASES DURING FISCAL YEAR 2018.
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
40
OMB No. 1545-0047
Department of the Treasury
Internal Revenue Service
Did
fundraiser
have custody
or control of
contributions?
732081 09-13-17
Go to
(Form 990 or 990-EZ)
Complete if the organization answered "Yes" on Form 990, Part IV, line 17, 18, or 19, or if the
organization entered more than $15,000 on Form 990-EZ, line 6a.
| Attach to Form 990 or Form 990-EZ.
Open to Public
Inspection
| for the latest instructions.
Employer identification number
1
a
b
c
d
a
b
e
f
g
2
Yes No
(i)
(ii)
(iii)
(iv)
(v)
(i)
(vi)
Yes No
Total
3
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule G (Form 990 or 990-EZ) 2017
Name of the organization
Complete if the organization answered "Yes" on Form 990, Part IV, line 17. Form 990-EZ filers are not
required to complete this part.
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
Mail solicitations
Internet and email solicitations
Phone solicitations
In-person solicitations
Solicitation of non-government grants
Solicitation of government grants
Special fundraising events
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees, or
key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be
compensated at least $5,000 by the organization.
Name and address of individual
or entity (fundraiser)
Activity
Gross receipts
from activity
Amount paid
to (or retained by)
fundraiser
listed in col.
Amount paid
to (or retained by)
organization
•••••••••••••••••••••••••••••••••••••• |
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration
or licensing.
LHA
www.irs.gov/Form990
SCHEDULE G
Supplemental Information Regarding Fundraising or Gaming Activities
Part I Fundraising Activities.
2017
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
X X
X
X
X
X
O'BRIEN GARRETT - 1133 19TH
ST NW STE 300, WASHINGTON, DC CONSULTING X 75,634,019. 937,642. 74,696,377.
M+R STRATEGIC SERVICES, INC.
- 1101 CONNECTICUT AVE NW, CONSULTING X 38,711,043. 3,496,212. 35,214,831.
GRASSROOTS CAMPAIGNS, INC. -
PO BOX 120557, BOSTON, MA CANVASSING X 1,229,921. 2,789,997. -1,560,076.
PUBLIC INTEREST
COMMUNICATIONS, INC. - 7700 TELEMARKETING X 647,113. 466,836. 180,277.
DONOR SERVICES GROUP - 6715
SUNSET BLVD, LOS ANGELES, CA TELEMARKETING X 469,487. 690,626. -221,139.
GORDON SCHWENKMEYER INC - 360
N SEPULVEDA BLVD, EL SEGUNDO, TELEMARKETING X 278,691. 579,452. -300,761.
TELEFUND - PO BOX 120557,
BOSTON, MA 02112 TELEMARKETING X 262,428. 216,982. 45,446.
SD&A TELESERVICES - 5757 W
CENTURY BLVD, LOS ANGELES, CA TELEMARKETING X 196,779. 196,240. 539.
INTEGRAL RESOURCES, INC. -
1972 MASSACHUSETTS AVE, TELEMARKETING X 69,175. 106,645. -37,470.
YOUR VOICE MEDIA - 1111
BROADWAY, SUITE 2040, TELEMARKETING X 47,278. 87,513. -40,235.
117,545,934. 9,568,145. 107,977,789.
AL,AK,AZ,AR,CA,CO,CT,DE,FL,GA,HI,ID,IL,IN,IA,KS,KY,LA,ME,MD,MA,MI,MN,MS,MO
MT,NE,NV,NH,NJ,NM,NY,NC,ND,OH,OK,OR,PA,RI,SC,SD,TN,TX,UT,VT,VA,WA,WV,WI,WY
DC
SEE PART IV FOR CONTINUATIONS
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
41
732082 09-13-17
2
(d)
(a)
(c)
(a) (b) (c)
1
2
3
4
5
6
7
8
9
10
11
(a)
(b)
(c)
(d)
(a) (c)
1
2
3
4
5
6
7
8
Yes Yes Yes
No No No
9
10
a
b
Yes No
a
b
Yes No
Schedule G (Form 990 or 990-EZ) 2017
Pull tabs/instant
bingo/progressive bingo
Schedule G (Form 990 or 990-EZ) 2017 Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000
of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
Total events
(add col. through
col. )
Revenue
Event #1 Event #2 Other events
(event type) (event type) (total number)
Gross receipts
Less: Contributions
~~~~~~~~~~~~~~
~~~~~~~~~~~
Gross income (line 1 minus line 2)
Direct Expenses
••••
Cash prizes
Noncash prizes
~~~~~~~~~~~~~~~
~~~~~~~~~~~~~
Rent/facility costs
~~~~~~~~~~~~
Food and beverages
Entertainment
~~~~~~~~~~
~~~~~~~~~~~~~~
Other direct expenses ~~~~~~~~~~
Direct expense summary. Add lines 4 through 9 in column (d)
Net income summary. Subtract line 10 from line 3, column (d)
~~~~~~~~~~~~~~~~~~~~~~~~ |
•••••••••••••••••••••••• |
Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than
$15,000 on Form 990-EZ, line 6a.
Revenue
Bingo Other gaming
Total gaming (add
col. through col. )
Direct Expenses
Gross revenue ••••••••••••••
Cash prizes
Noncash prizes
~~~~~~~~~~~~~~~
~~~~~~~~~~~~~
Rent/facility costs
Other direct expenses
~~~~~~~~~~~~
••••••••••
% % %
Volunteer labor
~~~~~~~~~~~~~
Direct expense summary. Add lines 2 through 5 in column (d)
Net gaming income summary. Subtract line 7 from line 1, column (d)
~~~~~~~~~~~~~~~~~~~~~~~~ |
•••••••••••••••••••••
|
Enter the state(s) in which the organization conducts gaming activities:
Is the organization licensed to conduct gaming activities in each of these states?
If "No," explain:
~~~~~~~~~~~~~~~~~~~~
Were any of the organization's gaming licenses revoked, suspended, or terminated during the tax year?
If "Yes," explain:
~~~~~~~~~
Part II Fundraising Events.
Part III Gaming.
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
42
732083 09-13-17
3
11
12
13
14
15
Yes No
Yes No
a
b
13a
13b
Yes No
a
b
c
16
17
a
b
Yes No
Supplemental Information.
Schedule G (Form 990 or 990-EZ) 2017
Schedule G (Form 990 or 990-EZ) 2017 Page
Does the organization conduct gaming activities with nonmembers?
Is the organization a grantor, beneficiary or trustee of a trust, or a member of a partnership or other entity formed
to administer charitable gaming?
~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Indicate the percentage of gaming activity conducted in:
The organization's facility
An outside facility
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ %
%~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name |
Address |
Does the organization have a contract with a third party from whom the organization receives gaming revenue?
If "Yes," enter the amount of gaming revenue received by the organization |
~~~~~~
$ and the amount
of gaming revenue retained by the third party | $
If "Yes," enter name and address of the third party:
Name |
Address |
Gaming manager information:
Name |
Gaming manager compensation |
Description of services provided |
$
Director/officer Employee Independent contractor
Mandatory distributions:
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent in the
organization's own exempt activities during the tax year | $
Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b,
15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Part IV
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
SCHEDULE G, PART I, LINE 2B, LIST OF TEN HIGHEST PAID FUNDRAISERS:
(I) NAME OF FUNDRAISER: O'BRIEN GARRETT
(I) ADDRESS OF FUNDRAISER: 1133 19TH ST NW STE 300, WASHINGTON, DC 20036
(I) NAME OF FUNDRAISER: M+R STRATEGIC SERVICES, INC.
(I) ADDRESS OF FUNDRAISER: 1101 CONNECTICUT AVE NW, WASHINGTON, DC 20036
(I) NAME OF FUNDRAISER: GRASSROOTS CAMPAIGNS, INC.
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
43
732084 04-01-17
4
Schedule G (Form 990 or 990-EZ)
(continued)
Schedule G (Form 990 or 990-EZ) Page
Part IV
Supplemental Information
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
(I) ADDRESS OF FUNDRAISER: PO BOX 120557, BOSTON, MA 02112
(I) NAME OF FUNDRAISER: PUBLIC INTEREST COMMUNICATIONS, INC.
(I) ADDRESS OF FUNDRAISER:
7700 LEESBURG PIKE SUITE 301N, FALLS CHURCH, VA 22043
(I) NAME OF FUNDRAISER: DONOR SERVICES GROUP
(I) ADDRESS OF FUNDRAISER: 6715 SUNSET BLVD, LOS ANGELES, CA 90028
(I) NAME OF FUNDRAISER: GORDON SCHWENKMEYER INC
(I) ADDRESS OF FUNDRAISER: 360 N SEPULVEDA BLVD, EL SEGUNDO, CA 90245
(I) NAME OF FUNDRAISER: TELEFUND
(I) ADDRESS OF FUNDRAISER: PO BOX 120557, BOSTON, MA 02112
(I) NAME OF FUNDRAISER: SD&A TELESERVICES
(I) ADDRESS OF FUNDRAISER: 5757 W CENTURY BLVD, LOS ANGELES, CA 90045
(I) NAME OF FUNDRAISER: INTEGRAL RESOURCES, INC.
(I) ADDRESS OF FUNDRAISER: 1972 MASSACHUSETTS AVE, CAMBRIDGE, MA 02140
(I) NAME OF FUNDRAISER: YOUR VOICE MEDIA
(I) ADDRESS OF FUNDRAISER: 1111 BROADWAY, SUITE 2040, OAKLAND, CA 94607
PART I, LINE 2B, COLUMN (V):
AMOUNTS PAID TO CERTAIN FUNDRAISERS RESULTED IN A CURRENT YEAR LOSS BUT
SECURED FUTURE DONORS.
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
44
732084 04-01-17
4
Schedule G (Form 990 or 990-EZ)
(continued)
Schedule G (Form 990 or 990-EZ) Page
Part IV
Supplemental Information
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
PART I, LINE 2B, COLUMN (V) & FORM 990, PART IX, LINE 24A
IN ADDITION TO PROFESSIONAL FUNDRAISER EXPENSES INCLUDED ON LINE 11E,
$8,238,305 OF OTHER REIMBURSED EXPENSES WERE PAID DIRECTLY TO
PROFESSIONAL FUNDRAISERS FOR DIRECT POSTAGE/FREIGHT($4,047,323),
PRINTING($2,416,115), MAIL HOUSE COSTS($1,295,812), LIST USAGE($445,574),
AND OTHER COSTS($33,481).
THESE REIMBURSED EXPENSES ARE REPORTED ON FORM 990, PART IX, LINE 24A.
THE PROFESSIONAL FUNDRAISER'S CONTRACTS AND THE INVOICES PAID DISTINGUISH
BETWEEN PAYMENT FOR SERVICES AND PAYMENT FOR THESE EXPENSES.
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
45
OMB No. 1545-0047
Department of the Treasury
Internal Revenue Service
732101 11-01-17
SCHEDULE I
(Form 990)
Complete if the organization answered "Yes" on Form 990, Part IV, line 21 or 22.
| Attach to Form 990.
| Go to www.irs.gov/Form990 for the latest information.
Open to Public
Inspection
Employer identification number
General Information on Grants and Assistance
Part I
1
2
Yes No
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments.
(f)
1 (a) (b) (c) (d) (e) (g) (h)
2
3
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Schedule I (Form 990) (2017)
Name of the organization
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and the selection
criteria used to award the grants or assistance? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any
recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
Method of
valuation (book,
FMV, appraisal,
other)
Name and address of organization
or government
EIN IRC section
(if applicable)
Amount of
cash grant
Amount of
non-cash
assistance
Description of
noncash assistance
Purpose of grant
or assistance
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table
Enter total number of other organizations listed in the line 1 table
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
•••••••••••••••••••••••••••••••••••••••••••••••••• |
LHA
Grants and Other Assistance to Organizations,
Governments, and Individuals in the United States
2017
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
X
AFFILIATE CHIEF EXECUTIVES TO SUPPORT PROGRAMS
COUNCIL, INC - PO BOX 180644 - REGARDING REPRODUCTIVE
DELAFIELD, WI 53018 31-1319168 501(C)(3) 8,000,000. 0. HEALTH.
BALLOT INITIATIVE STRATEGY CENTER TO SUPPORT PROGRAMS
FOUNDATION - 1815 ADAMS MILL RD REGARDING REPRODUCTIVE
STE 300 - WASHINGTON, DC 20009 04-3454684 501(C)(3) 25,000. 0. HEALTH.
CALIFORNIA PP EDUCATION FUND, INC. TO SUPPORT PROGRAMS
555 CAPITOL MALL STE 510 REGARDING REPRODUCTIVE
SACRAMENTO, CA 95814 68-0358026 501(C)(3) 32,243. 0. HEALTH.
CENTERLINK TO SUPPORT PROGRAMS
P.O BOX 24490 REGARDING REPRODUCTIVE
FORT LAUDERDALE, FL 33307 52-2292725 501(C)(3) 30,000. 0. HEALTH.
HISPANIC FEDERATION, INC. TO SUPPORT PROGRAMS
55 EXCHANGE PL STE 501 REGARDING REPRODUCTIVE
NEW YORK, NY 10005 13-3573852 501(C)(3) 15,000. 0. HEALTH.
MAINE EQUAL JUSTICE PROJECT TO SUPPORT PROGRAMS
126 SEWALL ST REGARDING REPRODUCTIVE
AUGUSTA, ME 04330 01-0503454 501(C)(3) 80,000. 0. HEALTH.
77.
5.
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
46
732241
04-01-17
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of
organization or government
EIN IRC section
if applicable
Amount of
cash grant
Amount of
non-cash
assistance
Method of
valuation
(book, FMV,
appraisal, other)
Description of
non-cash assistance
Purpose of grant
or assistance
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
MEDICAL DIRECTORS COUNCIL INC. TO SUPPORT PROGRAMS
4937 MAMMOTH AVE REGARDING REPRODUCTIVE
SHERMAN OAKS, CA 91423 20-0363930 501(C)(3) 10,000. 0. HEALTH.
MT. BAKER PP TO SUPPORT PROGRAMS
1509 CORNWALL AVE REGARDING REPRODUCTIVE
BELLINGHAM, WA 98225 91-0846274 501(C)(3) 204,238. 0. HEALTH.
NATIONAL PARTNERSHIP FOR WOMEN & TO SUPPORT PROGRAMS
FAMILIES - 1875 CONNECTICUT AVE REGARDING REPRODUCTIVE
STE 650 - WASHINGTON, DC 20009 23-7124915 501(C)(3) 160,000. 0. HEALTH.
NEVADA EDUCATION FUND FOR PP TO SUPPORT PROGRAMS
AFFILIATES - 550 W PLUMB L STE REGARDING REPRODUCTIVE
B-104 - RENO, NV 89509 26-4715618 501(C)(3) 103,500. 0. HEALTH.
OCHIN INC. TO SUPPORT PROGRAMS
1881 SW NAITO PKWY REGARDING REPRODUCTIVE
PORTLAND, OR 97201 20-0195556 501(C)(3) 15,000. 0. HEALTH.
PLANNED PARENTHOOD GLOBAL, INC. TO SUPPORT PROGRAMS
123 WILLIAM ST FL 10 REGARDING REPRODUCTIVE
NEW YORK, NY 10038 47-5312115 501(C)(3) 14,931,211. 0. HEALTH.
PP ADVOCATES OF TEXAS TO SUPPORT PROGRAMS
PO BOX 41646 REGARDING REPRODUCTIVE
AUSTIN, TX 78704 81-3566701 501(C)(3) 210,000. 0. HEALTH.
PP ARIZONA, INC. TO SUPPORT PROGRAMS
4751 N 15TH ST REGARDING REPRODUCTIVE
PHOENIX, AZ 85014 86-0146520 501(C)(3) 1,788,401. 0. HEALTH.
PP ASSOCIATION OF PENNSYLVANIA TO SUPPORT PROGRAMS
1514 N 2ND ST REGARDING REPRODUCTIVE
HARRISBURG, PA 17102 23-1989400 501(C)(3) 282,243. 0. HEALTH.
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
47
732241
04-01-17
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of
organization or government
EIN IRC section
if applicable
Amount of
cash grant
Amount of
non-cash
assistance
Method of
valuation
(book, FMV,
appraisal, other)
Description of
non-cash assistance
Purpose of grant
or assistance
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
PP ASSOCIATION OF UTAH TO SUPPORT PROGRAMS
654 S 900 E REGARDING REPRODUCTIVE
SALT LAKE CITY, UT 84102 87-0288909 501(C)(3) 496,261. 0. HEALTH.
PP CALIFORNIA CENTRAL COAST TO SUPPORT PROGRAMS
518 GARDEN ST REGARDING REPRODUCTIVE
SANTA BARBARA, CA 93101 95-2319356 501(C)(3) 451,653. 0. HEALTH.
PP COLUMBIA WILLAMETTE TO SUPPORT PROGRAMS
3727 NE MLK JR BLVD REGARDING REPRODUCTIVE
PORTLAND, OR 97212 93-6031270 501(C)(3) 1,227,384. 0. HEALTH.
TO SUPPORT ADVOCACY
PP EMPIRE STATE ACTS, INC. EFFORTS. THIS GRANT
194 WASHINGTON AVE STE 620 PROHIBITS LOBBYING &
ALBANY, NY 12210 14-1593876 501(C)(4) 37,029. 0. ELECTORAL ACTIVITY.
PP GREAT PLAINS TO SUPPORT PROGRAMS
4401 W 109TH ST STE 200 REGARDING REPRODUCTIVE
OVERLAND PARK, KS 66211 44-0565390 501(C)(3) 1,411,893. 0. HEALTH.
PP GREATER MEMPHIS REGION, INC. TO SUPPORT PROGRAMS
2430 POPLAR AVE STE 100 REGARDING REPRODUCTIVE
MEMPHIS, TN 38112 62-6073178 501(C)(3) 667,474. 0. HEALTH.
PP GULF COAST, INC. TO SUPPORT PROGRAMS
4600 GULF FREEWAY REGARDING REPRODUCTIVE
HOUSTON, TX 77023 74-1100163 501(C)(3) 1,525,908. 0. HEALTH.
PP HUDSON PECONIC, INC. TO SUPPORT PROGRAMS
4 SKYLINE DR REGARDING REPRODUCTIVE
HAWTHORNE, NY 10532 11-2454790 501(C)(3) 742,430. 0. HEALTH.
PP KEYSTONE TO SUPPORT PROGRAMS
5920 HAMILTON BLVD REGARDING REPRODUCTIVE
ALLENTOWN, PA 18106 23-2450112 501(C)(3) 655,039. 0. HEALTH.
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
48
732241
04-01-17
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of
organization or government
EIN IRC section
if applicable
Amount of
cash grant
Amount of
non-cash
assistance
Method of
valuation
(book, FMV,
appraisal, other)
Description of
non-cash assistance
Purpose of grant
or assistance
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
PP LEAGUE OF MASSACHUSETTS, INC. TO SUPPORT PROGRAMS
1055 COMMONWEALTH AVE REGARDING REPRODUCTIVE
BOSTON, MA 02215 04-2698497 501(C)(3) 2,136,831. 0. HEALTH.
PP LOS ANGELES TO SUPPORT PROGRAMS
400 W 30TH ST REGARDING REPRODUCTIVE
LOS ANGELES, CA 90007 95-2408623 501(C)(3) 1,837,893. 0. HEALTH.
PP MAR MONTE, INC. TO SUPPORT PROGRAMS
1691 THE ALAMEDA REGARDING REPRODUCTIVE
SAN JOSE, CA 95126 94-1583439 501(C)(3) 3,342,801. 0. HEALTH.
PP MINNESOTA, NORTH DAKOTA, SOUTH TO SUPPORT PROGRAMS
DAKOTA - 671 VANDALIA ST - ST REGARDING REPRODUCTIVE
PAUL, MN 55114 41-0948382 501(C)(3) 1,293,458. 0. HEALTH.
PP MOHAWK HUDSON, INC. TO SUPPORT PROGRAMS
1040 STATE ST REGARDING REPRODUCTIVE
SCHENECTADY, NY 12307 14-6004167 501(C)(3) 278,249. 0. HEALTH.
PP NORTHERN CALIFORNIA TO SUPPORT PROGRAMS
2185 PACHECO ST REGARDING REPRODUCTIVE
CONCORD, CA 94520 94-1575233 501(C)(3) 2,263,308. 0. HEALTH.
PP OF CENTRAL & WESTERN NEW YORK, TO SUPPORT PROGRAMS
INC. - 114 UNIVERSITY AVE - REGARDING REPRODUCTIVE
ROCHESTER, NY 14605 16-0746860 501(C)(3) 519,710. 0. HEALTH.
PP OF DELAWARE, INC. TO SUPPORT PROGRAMS
625 N SHIPLEY ST REGARDING REPRODUCTIVE
WILMINGTON, DE 19801 51-0066725 501(C)(3) 274,651. 0. HEALTH.
PP OF GREATER OHIO TO SUPPORT PROGRAMS
444 W EXCHANGE ST REGARDING REPRODUCTIVE
AKRON, OH 44302 34-1015976 501(C)(3) 952,847. 0. HEALTH.
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
49
732241
04-01-17
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of
organization or government
EIN IRC section
if applicable
Amount of
cash grant
Amount of
non-cash
assistance
Method of
valuation
(book, FMV,
appraisal, other)
Description of
non-cash assistance
Purpose of grant
or assistance
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
PP OF GREATER TEXAS, INC. TO SUPPORT PROGRAMS
7424 GREENVILLE AVE STE 206 REGARDING REPRODUCTIVE
DALLAS, TX 75231 52-1243220 501(C)(3) 1,584,691. 0. HEALTH.
PP OF GREATER WASHINGTON & NORTH TO SUPPORT PROGRAMS
IDAHO - 1117 TIETON DR - YAKIMA, REGARDING REPRODUCTIVE
WA 98902 91-6071384 501(C)(3) 331,469. 0. HEALTH.
PP OF ILLINOIS TO SUPPORT PROGRAMS
18 S MICHIGAN AVE FL 6 REGARDING REPRODUCTIVE
CHICAGO, IL 60603 36-2170901 501(C)(3) 3,762,798. 0. HEALTH.
PP OF INDIANA & KENTUCKY, INC. TO SUPPORT PROGRAMS
200 S MERIDIAN ST STE 400 REGARDING REPRODUCTIVE
INDIANAPOLIS, IN 46225 35-0874276 501(C)(3) 966,618. 0. HEALTH.
PP OF MARYLAND, INC. TO SUPPORT PROGRAMS
330 N HOWARD ST REGARDING REPRODUCTIVE
BALTIMORE, MD 21201 52-0607930 501(C)(3) 707,843. 0. HEALTH.
PP OF METROPOLITAN NEW JERSEY, TO SUPPORT PROGRAMS
INC. - 238 MULBERRY ST - NEWARK, REGARDING REPRODUCTIVE
NJ 07102 22-1539559 501(C)(3) 402,241. 0. HEALTH.
PP OF METROPOLITAN WASHINGTON, DC, TO SUPPORT PROGRAMS
INC. - 1225 4TH ST NE - REGARDING REPRODUCTIVE
WASHINGTON, DC 20002 53-0204621 501(C)(3) 2,236,404. 0. HEALTH.
PP OF MICHIGAN TO SUPPORT PROGRAMS
950 VICTORS WAY STE 100 REGARDING REPRODUCTIVE
ANN ARBOR, MI 48108 38-1707521 501(C)(3) 1,052,134. 0. HEALTH.
PP OF MIDDLE & EAST TENNESSEE, TO SUPPORT PROGRAMS
INC. - 50 VANTAGE WAY STE 102 - REGARDING REPRODUCTIVE
NASHVILLE, TN 37228 62-6050064 501(C)(3) 628,579. 0. HEALTH.
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
50
732241
04-01-17
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of
organization or government
EIN IRC section
if applicable
Amount of
cash grant
Amount of
non-cash
assistance
Method of
valuation
(book, FMV,
appraisal, other)
Description of
non-cash assistance
Purpose of grant
or assistance
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
TO SUPPORT ADVOCACY
PP OF MINNESOTA, ND, SD ACTION EFFORTS. THIS GRANT
FUND, INC. - 671 VANDALIA ST - ST. PROHIBITS LOBBYING &
PAUL, MN 55114 41-1709702 501(C)(4) 10,868. 0. ELECTORAL ACTIVITY.
PP OF MONTANA, INC. TO SUPPORT PROGRAMS
1116 GRAND AVE STE 201 REGARDING REPRODUCTIVE
BILLINGS, MT 59102 81-0307201 501(C)(3) 414,488. 0. HEALTH.
PP OF NASSAU COUNTY, INC. TO SUPPORT PROGRAMS
540 FULTON AVE REGARDING REPRODUCTIVE
HEMPSTEAD, NY 11550 11-1776035 501(C)(3) 294,387. 0. HEALTH.
PP OF NEW YORK CITY, INC. TO SUPPORT PROGRAMS
26 BLEECKER ST REGARDING REPRODUCTIVE
NEW YORK, NY 10012 13-2621497 501(C)(3) 3,964,119. 0. HEALTH.
PP OF NORTHERN NEW ENGLAND, INC. TO SUPPORT PROGRAMS
784 HERCULES DR STE 110 REGARDING REPRODUCTIVE
COLCHESTER, VT 05446 03-0222941 501(C)(3) 1,510,489. 0. HEALTH.
PP OF NORTHERN, CENTRAL & SOUTHERN TO SUPPORT PROGRAMS
NEW JERSEY - 196 SPEEDWELL AVE - REGARDING REPRODUCTIVE
MORRISTOWN, NJ 07960 22-1643997 501(C)(3) 851,111. 0. HEALTH.
PP OF ORANGE & SAN BERNARDINO TO SUPPORT PROGRAMS
COUNTIES, INC. - 700 S TUSTIN ST - REGARDING REPRODUCTIVE
ORANGE, CA 92866 95-6152773 501(C)(3) 438,190. 0. HEALTH.
PP OF SOUTH, EAST & NORTH FLORIDA TO SUPPORT PROGRAMS
2300 N FLORIDA MANGO RD REGARDING REPRODUCTIVE
WEST PALM BEACH, FL 33409 59-1391115 501(C)(3) 1,156,410. 0. HEALTH.
PP OF SOUTHERN NEW ENGLAND, INC. TO SUPPORT PROGRAMS
345 WHITNEY AVE REGARDING REPRODUCTIVE
NEW HAVEN, CT 06511 06-0263565 501(C)(3) 1,107,758. 0. HEALTH.
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
51
732241
04-01-17
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of
organization or government
EIN IRC section
if applicable
Amount of
cash grant
Amount of
non-cash
assistance
Method of
valuation
(book, FMV,
appraisal, other)
Description of
non-cash assistance
Purpose of grant
or assistance
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
PP OF SOUTHWEST & CENTRAL FLORIDA, TO SUPPORT PROGRAMS
INC. - 736 CENTRAL AVE - SARASOTA, REGARDING REPRODUCTIVE
FL 34236 59-1274328 501(C)(3) 1,228,443. 0. HEALTH.
PP OF SOUTHWESTERN OREGON TO SUPPORT PROGRAMS
3579 FRANKLIN BLVD REGARDING REPRODUCTIVE
EUGENE, OR 97403 93-0573822 501(C)(3) 443,637. 0. HEALTH.
PP OF THE GREAT NORTHWEST & THE TO SUPPORT PROGRAMS
HAWAIIAN ISLANDS - 2001 E MADISON REGARDING REPRODUCTIVE
ST - SEATTLE, WA 98122 91-0686012 501(C)(3) 2,443,877. 0. HEALTH.
PP OF THE HEARTLAND, INC. TO SUPPORT PROGRAMS
818 5TH AVE REGARDING REPRODUCTIVE
DES MOINES, IA 50309 42-0727488 501(C)(3) 1,214,281. 0. HEALTH.
PP OF THE MID-HUDSON VALLEY, INC. TO SUPPORT PROGRAMS
178 CHURCH ST REGARDING REPRODUCTIVE
POUGHKEEPSIE, NY 12601 14-1344810 501(C)(3) 251,700. 0. HEALTH.
PP OF THE NORTH COUNTRY NEW YORK, TO SUPPORT PROGRAMS
INC. - 160 STONE ST - WATERTOWN, REGARDING REPRODUCTIVE
NY 13601 16-0919175 501(C)(3) 160,221. 0. HEALTH.
PP OF THE PACIFIC SOUTHWEST, INC. TO SUPPORT PROGRAMS
1075 CAMINO DEL RIO S REGARDING REPRODUCTIVE
SAN DIEGO, CA 92108 95-6111785 501(C)(3) 907,228. 0. HEALTH.
PP OF THE ROCKY MOUNTAINS, INC. TO SUPPORT PROGRAMS
7155 E 38TH AVE REGARDING REPRODUCTIVE
DENVER, CO 80207 84-0404253 501(C)(3) 2,208,489. 0. HEALTH.
PP OF THE SOUTHERN FINGER LAKES, TO SUPPORT PROGRAMS
INC. - 620 W SENECA ST - ITHACA, REGARDING REPRODUCTIVE
NY 14850 16-0953368 501(C)(3) 236,920. 0. HEALTH.
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
52
732241
04-01-17
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of
organization or government
EIN IRC section
if applicable
Amount of
cash grant
Amount of
non-cash
assistance
Method of
valuation
(book, FMV,
appraisal, other)
Description of
non-cash assistance
Purpose of grant
or assistance
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
PP OF THE ST. LOUIS REGION & TO SUPPORT PROGRAMS
SOUTHWEST MISSOURI - 4251 FOREST REGARDING REPRODUCTIVE
PARK AVE - ST LOUIS, MO 63108 43-0652666 501(C)(3) 1,063,159. 0. HEALTH.
PP OF WESTERN PENNSYLVANIA, INC. TO SUPPORT PROGRAMS
933 LIBERTY AVE REGARDING REPRODUCTIVE
PITTSBURGH, PA 15222 25-0965474 501(C)(3) 470,592. 0. HEALTH.
PP OF WISCONSIN, INC. TO SUPPORT PROGRAMS
302 N JACKSON ST REGARDING REPRODUCTIVE
MILWAUKEE, WI 53202 39-0863391 501(C)(3) 1,286,811. 0. HEALTH.
PP PASADENA & SAN GABRIEL VALLEY, TO SUPPORT PROGRAMS
INC. - 2333 LAKE AVE FL 2 - REGARDING REPRODUCTIVE
ALTADENA, CA 91001 95-1916050 501(C)(3) 401,664. 0. HEALTH.
PP PUBLIC POLICY NETWORK OF THE TO SUPPORT PROGRAMS
NORTHWEST & HAWAII - 2001 E REGARDING REPRODUCTIVE
MADISON ST - SEATTLE, WA 98122 20-1987331 501(C)(3) 309,200. 0. HEALTH.
TO SUPPORT ADVOCACY
PP ROCHESTER SYRACUSE ACTION FUND EFFORTS. THIS GRANT
114 UNIVERSITY AVE PROHIBITS LOBBYING &
ROCHESTER, NY 14605 45-4269785 501(C)(4) 11,962. 0. ELECTORAL ACTIVITY.
PP SOUTH ATLANTIC TO SUPPORT PROGRAMS
100 S BOYLAN AVE REGARDING REPRODUCTIVE
RALEIGH, NC 27603 56-1282557 501(C)(3) 2,202,077. 0. HEALTH.
PP SOUTH TEXAS TO SUPPORT PROGRAMS
2140 BABCOCK RD REGARDING REPRODUCTIVE
SAN ANTONIO, TX 78229 74-1297211 501(C)(3) 394,490. 0. HEALTH.
PP SOUTHEAST, INC. TO SUPPORT PROGRAMS
241 PEACHTREE ST NE STE 400 REGARDING REPRODUCTIVE
ATLANTA, GA 30303 58-6045874 501(C)(3) 1,716,683. 0. HEALTH.
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
53
732241
04-01-17
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of
organization or government
EIN IRC section
if applicable
Amount of
cash grant
Amount of
non-cash
assistance
Method of
valuation
(book, FMV,
appraisal, other)
Description of
non-cash assistance
Purpose of grant
or assistance
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
PP SOUTHEASTERN PENNSYLVANIA TO SUPPORT PROGRAMS
1144 LOCUST ST REGARDING REPRODUCTIVE
PHILADELPHIA, PA 19107 23-1352509 501(C)(3) 2,107,810. 0. HEALTH.
PP SOUTHWEST OHIO REGION TO SUPPORT PROGRAMS
2314 AUBURN AVE REGARDING REPRODUCTIVE
CINCINNATI, OH 45219 31-0536688 501(C)(3) 761,224. 0. HEALTH.
TO SUPPORT ADVOCACY
PP TEXAS VOTES EFFORTS. THIS GRANT
P.O. BOX 41646 PROHIBITS LOBBYING &
AUSTIN, TX 78704 46-5305326 501(C)(4) 6,579. 0. ELECTORAL ACTIVITY.
REPRODUCTIVE HEALTH SERVICES OF PP TO SUPPORT PROGRAMS
4251 FOREST PARK AVENUE REGARDING REPRODUCTIVE
ST. LOUIS, MO 63108 43-1848056 501(C)(3) 10,000. 0. HEALTH.
ROCKWOOD LEADERSHIP INSTITUTE TO SUPPORT PROGRAMS
1212 BROADWAY FL 7 REGARDING REPRODUCTIVE
OAKLAND, CA 94612 72-1552165 501(C)(3) 100,000. 0. HEALTH.
SISTERREACH TO SUPPORT PROGRAMS
1750 MADISON AVE SUITE 6000 REGARDING REPRODUCTIVE
MEMPHIS, TN 38104 45-4013343 501(C)(3) 30,000. 0. HEALTH.
SISTERSONG TO SUPPORT PROGRAMS
1237 RALPH DAVID ABERNATHY BLVD SW REGARDING REPRODUCTIVE
ATLANTA, GA 30310 51-0544927 501(C)(3) 50,000. 0. HEALTH.
SMALL BUSINESS MAJORITY TO SUPPORT PROGRAMS
FOUNDATION, INC. - 4000 BRIDGEWAY, REGARDING REPRODUCTIVE
STE 305 - SAUSALITO, CA 94965 03-0576666 501(C)(3) 40,000. 0. HEALTH.
TO SUPPORT ADVOCACY
TENNESSEE ADVOCATES FOR PP EFFORTS. THIS GRANT
50 VANTAGE WAY STE 102 PROHIBITS LOBBYING &
NASHVILLE, TN 37228 46-2511274 501(C)(4) 20,000. 0. ELECTORAL ACTIVITY.
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
54
732241
04-01-17
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of
organization or government
EIN IRC section
if applicable
Amount of
cash grant
Amount of
non-cash
assistance
Method of
valuation
(book, FMV,
appraisal, other)
Description of
non-cash assistance
Purpose of grant
or assistance
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
THE GATHERING FOR JUSTICE, INC. TO SUPPORT PROGRAMS
310 WEST 43RD ST 14TH FL REGARDING REPRODUCTIVE
NEW YORK, NY 10036 47-2966777 501(C)(3) 50,000. 0. HEALTH.
THE VIRGINIA LEAGUE FOR PP, INC. TO SUPPORT PROGRAMS
201 N HAMILTON ST REGARDING REPRODUCTIVE
RICHMOND, VA 23221 54-0505973 501(C)(3) 784,546. 0. HEALTH.
UNITED WE DREAM NETWORK, INC. TO SUPPORT PROGRAMS
1900 L ST NW STE 900 REGARDING REPRODUCTIVE
WASHINGTON, DC 20036 46-2216565 501(C)(3) 30,000. 0. HEALTH.
UPPER HUDSON PP, INC. TO SUPPORT PROGRAMS
855 CENTRAL AVE REGARDING REPRODUCTIVE
ALBANY, NY 12206 14-6000805 501(C)(3) 277,078. 0. HEALTH.
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
55
732102 11-01-17
2
Part III
Grants and Other Assistance to Domestic Individuals.
(e)
(a) (b) (c) (d) (f)
Part IV Supplemental Information.
Schedule I (Form 990) (2017)
Schedule I (Form 990) (2017) Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
Method of valuation
(book, FMV, appraisal, other)
Type of grant or assistance Number of
recipients
Amount of
cash grant
Amount of non-
cash assistance
Description of noncash assistance
Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
PART I, LINE 2:
THE MAJORITY OF THE GRANTS ARE TO AFFILIATES FOR GENERAL SUPPORT TO FURTHER
THEIR MISSION. FOR GRANTS THAT ARE AWARDED FOR SPECIFIC PURPOSES, THE
ORGANIZATION'S MANAGEMENT MONITORS, ON A CONTINUING BASIS, THE USAGE OF
GRANTS TO ENSURE SUCH GRANTS ARE USED FOR INTENDED PURPOSES. THE GRANTEES
ARE REQUIRED TO SUBMIT A NARRATIVE AND FINANCIAL REPORT EXPLAINING HOW THE
GRANT FUNDS WERE SPENT.
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
56
OMB No. 1545-0047
Department of the Treasury
Internal Revenue Service
732111 10-17-17
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Open to Public
Inspection
Attach to Form 990.
| Go to www.irs.gov/Form990 for instructions and the latest information.
Employer identification number
Yes No
1a
b
1b
2
2
3
4
a
b
c
4a
4b
4c
Only section 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
5a
5b
6a
6b
7
8
9
a
b
6
a
b
7
8
9
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule J (Form 990) 2017
|
|
Name of the organization
Check the appropriate box(es) if the organization provided any of the following to or for a person listed on Form 990,
Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
First-class or charter travel
Travel for companions
Housing allowance or residence for personal use
Payments for business use of personal residence
Tax indemnification and gross-up payments
Discretionary spending account
Health or social club dues or initiation fees
Personal services (such as, maid, chauffeur, chef)
If any of the boxes on line 1a are checked, did the organization follow a written policy regarding payment or
reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain~~~~~~~~~~~
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all directors,
trustees, and officers, including the CEO/Executive Director, regarding the items checked on line 1a? ~~~~~~~~~~~~
Indicate which, if any, of the following the filing organization used to establish the compensation of the organization's
CEO/Executive Director. Check all that apply. Do not check any boxes for methods used by a related organization to
establish compensation of the CEO/Executive Director, but explain in Part III.
Compensation committee
Independent compensation consultant
Form 990 of other organizations
Written employment contract
Compensation survey or study
Approval by the board or compensation committee
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing
organization or a related organization:
Receive a severance payment or change-of-control payment?
Participate in, or receive payment from, a supplemental nonqualified retirement plan?
Participate in, or receive payment from, an equity-based compensation arrangement?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation
contingent on the revenues of:
The organization?
Any related organization?
If "Yes" on line 5a or 5b, describe in Part III.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation
contingent on the net earnings of:
The organization?
Any related organization?
If "Yes" on line 6a or 6b, describe in Part III.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed payments
not described on lines 5 and 6? If "Yes," describe in Part III
Were any amounts reported on Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the
initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe in Part III
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in
Regulations section 53.4958-6(c)? •••••••••••••••••••••••••••••••••••••••••••••
LHA
SCHEDULE J
(Form 990)
Part I Questions Regarding Compensation
Compensation Information
2017
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
X
X X
X X
X
X
X
X
X
X
X
X
X
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
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732112 10-17-17
2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees.
Note:
(B) (C) (D) (E) (F)
(i) (ii) (iii)
(A)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
Schedule J (Form 990) 2017
Schedule J (Form 990) 2017 Page
Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the instructions, on row (ii).
Do not list any individuals that aren't listed on Form 990, Part VII.
The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
Breakdown of W-2 and/or 1099-MISC compensation Retirement and
other deferred
compensation
Nontaxable
benefits
Total of columns
(B)(i)-(D)
Compensation
in column (B)
reported as deferred
on prior Form 990
Base
compensation
Bonus &
incentive
compensation
Other
reportable
compensation
Name and Title
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
(1) CECILE RICHARDS
488,008. 23,250. 332,054. 110,549. 1,831. 955,692. 294,190.
PRESIDENT & CEO THRU 5/2/18
36,732. 1,750. 30,641. 8,321. 138. 77,582. 27,164.
(2) WALLACE D'SOUZA
196,733. 0. 310. 12,034. 28,955. 238,032. 0.
CFO THRU 10/20/17
40,295. 0. 64. 2,465. 5,931. 48,755. 0.
(3) ABIGAIL SMITH
161,275. 0. 1,063. 10,383. 38,571. 211,292. 0.
INTERIM CFO (10/20/17-3/5/18)
33,032. 0. 218. 2,126. 7,900. 43,276. 0.
(4) MELVIN GALLOWAY
334,359. 17,887. 164. 9,468. 15,652. 377,530. 0.
EVP & COO
68,483. 3,663. 34. 1,939. 3,206. 77,325. 0.
(5) THOMAS SUBAK
378,994. 16,219. 452. 7,938. 38,430. 442,033. 0.
CHIEF STRATEGY OFFICER
7,734. 331. 9. 162. 784. 9,020. 0.
(6) DAWN LAGUENS
404,363. 34,400. 180,097. 75,820. 35,430. 730,110. 163,915.
EVP & CHIEF BRAND & CXO
65,827. 5,600. 71,444. 12,343. 5,768. 160,982. 65,101.
(7) DEBRA ALLIGOOD WHITE
278,841. 29,590. 668. 12,616. 18,657. 340,372. 0.
SR VP & GENERAL COUNSEL
57,112. 6,060. 137. 2,584. 3,821. 69,714. 0.
(8) JETHRO MILLER
299,613. 52,700. 238. 12,669. 3,475. 368,695. 0.
CHIEF DEVELOPMENT OFFICER
52,873. 9,300. 42. 2,236. 613. 65,064. 0.
(9) KIMBERLY CUSTER
305,036. 35,050. 280. 15,369. 41,096. 396,831. 0.
EVP HEALTHCARE
0. 0. 0. 0. 0. 0. 0.
(10) JENNIE THOMPSON
274,380. 0. 2,374. 12,288. 16,937. 305,979. 0.
MANAGING DIR OF DEVELOPMENT
0. 0. 0. 0. 0. 0. 0.
(11) DANNETTE HILL
271,897. 28,700. 804. 15,412. 21,237. 338,050. 0.
CHIEF HR OFFICER
0. 0. 0. 0. 0. 0. 0.
(12) KATHERINE MAGILL
266,013. 0. 438. 16,182. 23,570. 306,203. 0.
VP HEALTH OUTCOMES & PO
0. 0. 0. 0. 0. 0. 0.
(13) FRANKLIN ROSADO
257,426. 17,800. 211. 15,179. 42,277. 332,893. 0.
CHIEF TECHNOLOGY OFFICER
0. 0. 0. 0. 0. 0. 0.
(14) MOLLY EAGAN
255,805. 0. 275. 16,200. 46,326. 318,606. 0.
VP PP EXPERIENCE
0. 0. 0. 0. 0. 0. 0.
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
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732113 10-17-17
3
Part III
Supplemental Information
Schedule J (Form 990) 2017
Schedule J (Form 990) 2017 Page
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
PART I, LINE 4B:
SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN RE: CECILE RICHARDS
THE BASE COMPENSATION OF THE PRESIDENT AND CEO IN 2017 WAS $524,740. IN
ADDITION TO COMPENSATION, PPFA MAINTAINS A NON QUALIFIED DEFERRED
COMPENSATION PLAN (457(F) PLAN) FOR CERTAIN KEY EMPLOYEES. UNDER THIS PLAN,
AT THE DIRECTION OF THE BOARD OF DIRECTORS, THE PRESIDENT'S TOTAL OF
$321,354 WAS CONTRIBUTED BY PPFA BETWEEN 2014-2016 AND REPORTED AS DEFERRED
COMPENSATION ON THE FORM 990 OVER THESE PREVIOUS THREE YEARS.
THE PLAN REQUIRES VESTING EVERY THREE YEARS. IN 2017, $361,507 (WHICH
CONSISTS OF THE PAYMENTS TO THE PLAN OF $108,204 IN 2014 AND $106,575 IN
BOTH 2015 AND 2016 PLUS INVESTMENT EARNINGS) VESTED AND WAS PAID OUT, WHICH
IS REPORTED AS OTHER REPORTABLE COMPENSATION ON THE 2017 FORM 990. BECAUSE
OF THE REQUIREMENTS OF THE FORM 990, $321,354 OF THIS COMPENSATION WAS
DEFERRED AND REPORTED ON THE FORM 990 IN PRIOR YEARS BUT IS ALSO DISCLOSED
ON THE 2017 FORM 990 BECAUSE IT WAS PAID OUT DURING THIS TIME.
IN ADDITION, THE TOTAL AMOUNT DEFERRED TO THIS PLAN FOR CALENDAR YEAR 2017
AMOUNTED TO $106,575.
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
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732113 10-17-17
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Part III
Supplemental Information
Schedule J (Form 990) 2017
Schedule J (Form 990) 2017 Page
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN RE: DAWN LAGUENS
THE BASE COMPENSATION OF THE EXECUTIVE VICE PRESIDENT AND CHIEF BRAND AND
EXPERIENCE OFFICER (EVP) IN 2017 WAS $470,190. UNDER THE 457(F) PLAN, AT
THE DIRECTION OF THE BOARD OF DIRECTORS, THE EVP'S TOTAL OF $229,016 WAS
CONTRIBUTED BY PPFA BETWEEN 2014-2016 AND REPORTED AS DEFERRED COMPENSATION
ON THE FORM 990 OVER THESE PREVIOUS THREE YEARS.
IN 2017, $251,127 (WHICH CONSISTS OF THE PAYMENTS TO THE PLAN OF $76,174 IN
2014, $77,842 IN 2015 AND $75,000 IN 2016 PLUS INVESTMENT EARNINGS) VESTED
AND WAS PAID OUT, WHICH IS REPORTED AS OTHER REPORTABLE COMPENSATION ON THE
2017 FORM 990. BECAUSE OF THE REQUIREMENTS OF THE FORM 990, $229,016 OF
THIS COMPENSATION WAS DEFERRED AND REPORTED ON THE FORM 990 IN PRIOR YEARS
BUT IS ALSO DISCLOSED ON THE 2017 FORM 990 BECAUSE IT WAS PAID OUT DURING
THIS TIME.
IN ADDITION, THE TOTAL AMOUNT DEFERRED TO THIS PLAN FOR CALENDAR YEAR 2017
AMOUNTED TO $75,000.
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
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Part III
Supplemental Information
Schedule J (Form 990) 2017
Schedule J (Form 990) 2017 Page
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
FORM 990, PART VII
CECILE RICHARDS, PRESIDENT AND CEO OF PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. RESIGNED EFFECTIVE MAY 2, 2018. BOARD MEMBER JOE
SOLMONESE RESIGNED FROM THE BOARD ON MAY 1, 2018 AND BECAME THE
TRANSITION CHAIR ON MAY 3, 2018 UNTIL A NEW PRESIDENT STARTED ON
NOVEMBER 12, 2018.
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
61
OMB No. 1545-0047
Department of the Treasury
Internal Revenue Service
732141 09-07-17
Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Open To Public
Inspection
Attach to Form 990.
Go to www.irs.gov/Form990 for the latest information.
Employer identification number
(a) (b) (c) (d)
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
29
Yes No
30
31
32
33
a
b
30a
31
32a
a
b
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule M (Form 990) 2017
Name of the organization
Check if
applicable
Number of
contributions or
items contributed
Noncash contribution
amounts reported on
Form 990, Part VIII, line 1g
Method of determining
noncash contribution amounts
Art - Works of art
Art - Historical treasures
Art - Fractional interests
~~~~~~~~~~~~~
~~~~~~~~~
~~~~~~~~~~
Books and publications
Clothing and household goods
~~~~~~~~~~
~~~~~~
Cars and other vehicles
Boats and planes
Intellectual property
~~~~~~~~~~
~~~~~~~~~~~~~
~~~~~~~~~~~
Securities - Publicly traded
Securities - Closely held stock
~~~~~~~~
~~~~~~~
Securities - Partnership, LLC, or
trust interests
Securities - Miscellaneous
~~~~~~~~~~~~~~
~~~~~~~~
Qualified conservation contribution -
Historic structures
Qualified conservation contribution - Other
~~~~~~~~~~~~
~
Real estate - Residential
Real estate - Commercial
Real estate - Other
~~~~~~~~~
~~~~~~~~~
~~~~~~~~~~~~
Collectibles
Food inventory
Drugs and medical supplies
Taxidermy
~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~
~~~~~~~~
~~~~~~~~~~~~~~~~
Historical artifacts
Scientific specimens
Archeological artifacts
~~~~~~~~~~~~
~~~~~~~~~~~
~~~~~~~~~~
Other ( )
Other ( )
Other ( )
Other ( )
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ~~~~
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it
must hold for at least three years from the date of the initial contribution, and which isn't required to be used for
exempt purposes for the entire holding period? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes," describe the arrangement in Part II.
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
~~~~~~
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes," describe in Part II.
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
LHA
SCHEDULE M
(Form 990)
Part I Types of Property
Noncash Contributions
2017
J
J
J
J
J
J
J
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
X 1,086 28,321,324.FAIR MARKET VALUE
0
X
X
X
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
62
732142 09-07-17
2
Schedule M (Form 990) 2017
Schedule M (Form 990) 2017 Page
Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization
is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete
this part for any additional information.
Part II
Supplemental Information.
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
SCHEDULE M, PART I, COLUMN (B):
THE AMOUNT REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF
CONTRIBUTIONS.
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OMB No. 1545-0047
Department of the Treasury
Internal Revenue Service
732211 09-07-17
Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
| Attach to Form 990 or 990-EZ.
| Go to www.irs.gov/Form990 for the latest information.
(Form 990 or 990-EZ)
Open to Public
Inspection
Employer identification number
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule O (Form 990 or 990-EZ) (2017)
Name of the organization
LHA
SCHEDULE O
Supplemental Information to Form 990 or 990-EZ
2017
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:
THE MISSION OF PLANNED PARENTHOOD FEDERATION OF AMERICA, INC. ("PPFA")
SHALL BE TO PROVIDE LEADERSHIP IN:
- ENSURING THE PROVISION OF COMPREHENSIVE REPRODUCTIVE AND
COMPLEMENTARY HEALTH CARE SERVICES IN SETTINGS WHICH PRESERVE AND
PROTECT THE ESSENTIAL PRIVACY AND RIGHTS OF EACH INDIVIDUAL;
- ADVOCATING PUBLIC POLICIES WHICH GUARANTEE THESE RIGHTS AND ENSURE
ACCESS TO SUCH SERVICES;
- PROVIDING EDUCATIONAL PROGRAMS WHICH ENHANCE UNDERSTANDING OF
INDIVIDUAL AND SOCIETAL IMPLICATIONS OF HUMAN SEXUALITY; AND
- PROMOTING RESEARCH AND THE ADVANCEMENT OF TECHNOLOGY IN
REPRODUCTIVE HEALTH CARE AND ENCOURAGING THE UNDERSTANDING OF THEIR
INHERENT BIOETHICAL, BEHAVIORAL, AND SOCIAL IMPLICATIONS.
FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES:
RESEARCH - PROGRAMS DESIGNED TO PROMOTE CLINICAL RESEARCH.
EXPENSES $ 3,539,670. INCLUDING GRANTS OF $ 1,120,764. REVENUE $ 59,395
FORM 990, PART III - STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS - LINE 3
DURING THE YEAR, THE ORGANIZATION DID NOT CEASE CONDUCTING OR MAKE
SIGNIFICANT CHANGES IN HOW IT CONDUCTS ANY PROGRAM SERVICES. PROGRAM
HEADINGS HAVE BEEN CHANGED TO BE MORE IN LINE WITH MISSION PILLARS.
FORM 990, PART VI, SECTION A, LINE 1:
THE PPFA BYLAWS PROVIDE FOR AN EXECUTIVE COMMITTEE WHICH IS RESPONSIBLE TO
THE BOARD AND HAS FULL POWER TO ACT IN THE OPERATION AND MANAGEMENT OF PPFA
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
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2
Employer identification number
Schedule O (Form 990 or 990-EZ) (2017)
Schedule O (Form 990 or 990-EZ) (2017) Page
Name of the organization
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
IF AN URGENT MATTER ARISES BETWEEN BOARD MEETINGS. THE COMMITTEE MUST
REQUEST THAT THE BOARD RATIFY THE COMMITTEE'S DECISIONS AT THE NEXT
REGULARLY SCHEDULED BOARD MEETING. ALL MEMBERS OF THE EXECUTIVE COMMITTEE
ARE MEMBERS OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 6:
PPFA IS A NOT-FOR-PROFIT MEMBERSHIP ORGANIZATION. THE MEMBERS OF PPFA ARE
ITS SEPARATELY INCORPORATED AFFILIATES (ALL 501(C)(3) PUBLIC CHARITIES) AND
THE PPFA BOARD OF DIRECTORS. EACH AFFILIATE HAS THREE (3) MEMBERSHIP VOTES,
AND EACH MEMBER OF THE BOARD OF DIRECTORS HAS ONE (1) MEMBERSHIP VOTE.
FORM 990, PART VI, SECTION A, LINE 7A:
THE MEMBERS OF PPFA ELECT THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7B:
IN ADDITION TO THE BOARD, THE MEMBERSHIP APPROVES CHANGES TO THE BYLAWS AND
CHANGES TO THE DUES FORMULA FOR THE NATIONAL PROGRAM SUPPORT TO BE
CONTRIBUTED BY THE MEMBERS OF PPFA.
FORM 990, PART VI, SECTION B, LINE 11B:
PPFA'S FORM 990 IS PREPARED BY THE ORGANIZATION'S FINANCE STAFF AND
REVIEWED INTERNALLY BY THE CFO AND THE LEGAL DEPARTMENT. THE DRAFT FORM
990 IS THEN REVIEWED EXTERNALLY BY AN INDEPENDENT PAID TAX PREPARER. ANY
REVISIONS ARE PRESENTED TO THE ORGANIZATION AND ONCE REVISED, THE FINAL
DRAFT FORM 990 IS REVIEWED BY THE ORGANIZATION'S AUDIT SUBCOMMITTEE. ONCE
THE DRAFT IS APPROVED BY THE AUDIT SUBCOMMITTEE, COPIES OF THE COMPLETED
FORM 990 ARE PROVIDED TO EACH VOTING MEMBER OF THE GOVERNING BOARD PRIOR TO
SUBMISSION AND FILING WITH THE INTERNAL REVENUE SERVICE.
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
65
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2
Employer identification number
Schedule O (Form 990 or 990-EZ) (2017)
Schedule O (Form 990 or 990-EZ) (2017) Page
Name of the organization
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
FORM 990, PART V, LINES 4A & B
THE KENYA BANK ACCOUNTS ARE IN PPFA'S NAME BUT THESE ASSETS WERE
TRANSFERRED OVER TO PPFA INTERNATIONAL AFRICA REGIONAL OFFICE WHEN PP
GLOBAL STARTED OPERATIONS IN JULY 2016.
FORM 990, PART VI, SECTION B, LINE 12C:
CONFLICT OF INTEREST POLICY - PPFA ASKS ITS KEY EMPLOYEES, OTHER EMPLOYEES,
OFFICERS AND OTHER BOARD MEMBERS TO REVIEW AND SIGN A CONFLICT OF INTEREST
POLICY ON AN ANNUAL BASIS. PPFA'S LEGAL COUNSEL FOLLOWS UP TO RESOLVE ANY
DISCLOSED CONFLICTS. IF A CONFLICT IS IDENTIFIED, THE INTERESTED
INDIVIDUAL MAY NOT BE PRESENT AT, OR PARTICIPATE IN DELIBERATION, OR VOTE
ON THE MATTER GIVING RISE TO THE CONFLICT.
FORM 990, PART VI, SECTION B, LINE 15:
COMPENSATION REVIEW PROCESS - PPFA HAS A COMPENSATION SETTING BODY (THE
"BODY") THAT REVIEWS AND APPROVES THE COMPENSATION OF THE LEADERSHIP STAFF
OF PPFA INCLUDING THE PRESIDENT AND CEO, CHIEF FINANCIAL OFFICER, EVP AND
CHIEF OPERATING OFFICER, AND OTHER MEMBERS OF THE EXECUTIVE TEAM. THIS
INDEPENDENT BODY IS COMPRISED OF THE OFFICERS OF THE PPFA BOARD AND 3 OTHER
DIRECTORS, WITH THE CHAIR OF THE BOARD SERVING AS ITS CHAIR. THE ANNUAL
REVIEW AND APPROVAL OF THE SALARIES OF THESE EMPLOYEES USES COMPARABILITY
DATA SUCH AS INDUSTRY SURVEYS, DOCUMENTED COMPENSATION OF PERSONS HOLDING
SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS,AND/OR INDEPENDENT COMPENSATION
STUDIES. PROCEEDINGS ARE DOCUMENTED CONTEMPORANEOUSLY IN MINUTES.
FORM 990, PART VI, LINE 17, LIST OF STATES RECEIVING COPY OF FORM 990:
AL,AK,AR,CA,CO,CT,DC,FL,GA,HI,IL,KS,KY,LA,ME,MD,MA,MI,MN,MS,NH,NJ,NM,NY,NC
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
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2
Employer identification number
Schedule O (Form 990 or 990-EZ) (2017)
Schedule O (Form 990 or 990-EZ) (2017) Page
Name of the organization
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
ND,OH,OK,OR,PA,RI,SC,TN,UT,WA,WV,WI
FORM 990, PART VI, SECTION C, LINE 19:
PPFA'S ANNUAL REPORT AND FORM 990 ARE AVAILABLE ON THE ORGANIZATION'S
WEBSITE AND ARE AVAILABLE UPON REQUEST.
PART IX - STATEMENT OF FUNCTIONAL EXPENSES, LINE 11G OTHER FEES FOR SERVICE
OTHER FEES FOR SERVICES CONSISTS OF:
CONSULTANT FEES 19,058,801
OTHER PROFESSIONAL FEES 3,433,241
TEMPORARY HELP - EXTERNAL AGENCY 2,172,552
DEVELOPMENT DATABASE 1,027,172
SECURITY PROFESSIONAL SERVICES 725,638
EXTERNAL RECRUITMENT FEES 289,500
DIRECT MAIL PROCESSING 240,538
MISCELLANEOUS 92,954
}}}}}}}}}
TOTAL 27,040,396
~~~~~~~~~~~
FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS:
CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 2,319,113.
GAIN ON BENEFICIAL INTEREST IN PERPETUAL TRUST 100,006.
TOTAL TO FORM 990, PART XI, LINE 9 2,419,119.
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
67
OMB No. 1545-0047
Department of the Treasury
Internal Revenue Service
Section 512(b)(13)
controlled
entity?
732161 09-11-17
SCHEDULE R
(Form 990)
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Open to Public
Inspection
| Go to www.irs.gov/Form990 for instructions and the latest information.
Employer identification number
Part I Identification of Disregarded Entities.
(a) (b) (c) (d) (e) (f)
Identification of Related Tax-Exempt Organizations.
Part II
(a) (b) (c) (d) (e) (f) (g)
Yes No
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule R (Form 990) 2017
|
|
Name of the organization
Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
Name, address, and EIN (if applicable)
of disregarded entity
Primary activity Legal domicile (state or
foreign country)
Total income End-of-year assets Direct controlling
entity
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related tax-exempt
organizations during the tax year.
Name, address, and EIN
of related organization
Primary activity Legal domicile (state or
foreign country)
Exempt Code
section
Public charity
status (if section
501(c)(3))
Direct controlling
entity
LHA
Related Organizations and Unrelated Partnerships
2017
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
PROPER ATTIRE LLC - 27-1986483 PLANNED PARENTHOOD
C/O PPFA 123 WILLIAM ST. 10TH FL FEDERATION OF AMERICA,
NEW YORK, NY 10038 CONDOM SALES DELAWARE 0. 520,840.INC.
COMMUNITY CONNECT, LLC. - 46-3961161 PLANNED PARENTHOOD
C/O PPFA 123 WILLIAM ST. 10TH FL AFFORDABLE CARE ACT FEDERATION OF AMERICA,
NEW YORK, NY 10038 CANVASSING DELAWARE 0. 29,572.INC.
PLANNED PARENTHOOD ACTION FUND,INC. - PLANNED
13-3539048, 123 WILLIAM ST. 10TH FL, NEW PARENTHOOD
YORK, NY 10038 ADVOCACY NEW YORK 501(C)(4) N/A FEDERATION OF
X
PLANNED PARENTHOOD VOTES - 13-4128897 PLANNED
123 WILLIAM ST. 10TH FL PARENTHOOD ACTION
NEW YORK, NY 10038 POLITICAL ACTIVITIES NEW YORK 527 N/A FUND, INC.
X
PLANNED PARENTHOOD ACTION FUND INC. PAC - PLANNED
13-3885199, 123 WILLIAM ST. 10TH FL, NEW PARENTHOOD ACTION
YORK, NY 10038 POLITICAL ACTIVITIES NEW YORK 527 N/A FUND, INC.
X
PLANNED PARENTHOOD GLOBAL, INC. - 47-5312115 PLANNED
123 WILLIAM ST. 10TH FL PARENTHOOD
NEW YORK, NY 10038 GLOBAL SEXUAL HEALTH DELAWARE 501(C)(3) LINE 7 FEDERATION OF
X
SEE PART VII FOR CONTINUATIONS
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
68
Section 512(b)(13)
controlled
organization?
732222
04-01-17
Part II Continuation of Identification of Related Tax-Exempt Organizations
(a) (b) (c) (d) (e) (f) (g)
Yes No
Schedule R (Form 990)
Name, address, and EIN
of related organization
Primary activity Legal domicile (state or
foreign country)
Exempt Code
section
Public charity
status (if section
501(c)(3))
Direct controlling
entity
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
PP FEDERATION OF AMERICA INTERNATIONAL PLANNED
AFRICA REGIONAL OFFICE, ARGWINGS KODHEK RD, PARENTHOOD
CHAKA PL, PO BOX 53538-00200, , NAIROBI, CHARITABLE OPERATIONS KENYA 501(C)(3) LINE 7 GLOBAL, INC.
X
PLANNED PARENTHOOD GLOBAL - UGANDA LIMITED PLANNED
BANK BLDG, PLOT 4 NILE AVE, PO BOX 7128 PARENTHOOD
, KAMPALA, UGANDA CHARITABLE OPERATIONS UGANDA 501(C)(3) LINE 7 GLOBAL, INC.
X
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
69
Disproportionate
allocations?
Legal
domicile
(state or
foreign
country)
General or
managing
partner?
Section
512(b)(13)
controlled
entity?
Legal domicile
(state or
foreign
country)
732162 09-11-17
2
Identification of Related Organizations Taxable as a Partnership.
Part III
(a) (b) (c) (d) (e) (f) (g) (h) (i) (j) (k)
Yes No Yes No
Identification of Related Organizations Taxable as a Corporation or Trust.
Part IV
(a) (b) (c) (d) (e) (f) (g) (h) (i)
Yes No
Schedule R (Form 990) 2017
Predominant income
(related, unrelated,
excluded from tax under
sections 512-514)
Schedule R (Form 990) 2017 Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related
organizations treated as a partnership during the tax year.
Name, address, and EIN
of related organization
Primary activity Direct controlling
entity
Share of total
income
Share of
end-of-year
assets
Code V-UBI
amount in box
20 of Schedule
K-1 (Form 1065)
Percentage
ownership
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related
organizations treated as a corporation or trust during the tax year.
Name, address, and EIN
of related organization
Primary activity Direct controlling
entity
Type of entity
(C corp, S corp,
or trust)
Share of total
income
Share of
end-of-year
assets
Percentage
ownership
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
COMMUNITY OUTREACH GROUP, LLC - 46-5346839 COMMUNITY-BASED PLANNED
C/O PPAF 123 WILLIAM ST, 10TH FL ORGANIZING, ADVOCACY PARENTHOOD
NEW YORK, NY 10038 AND CANVASSING
DE
ACTION FUND, C CORP
X
PPGLOBAL, S.A. PLANNED
C/O PP GLOBAL 123 WILLIAM ST, 10TH FL PARENTHOOD
NEW YORK, NY 10038 CHARITABLE OPERATIONS ECUADOR GLOBAL, INC. C CORP
X
CHARITABLE REMAINDER
CHARITABLE REMAINDER TRUST (20) TRUSTS
NY
PPFA TRUST
X
CHARITABLE LEAD
CHARITABLE LEAD TRUST (2) TRUSTS
NY
PPFA TRUST
X
POOLED INCOME FUND POOLED INCOME FUND
MO
PPFA TRUST
X
SEE PART VII FOR CONTINUATIONS
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
70
732163 09-11-17
3
Part V Transactions With Related Organizations.
Note: Yes No
1
a
b
c
d
e
f
g
h
i
j
k
l
m
n
o
p
q
r
s
(i) (ii) (iii) (iv) 1a
1b
1c
1d
1e
1f
1g
1h
1i
1j
1k
1l
1m
1n
1o
1p
1q
1r
1s
2
(a) (b) (c) (d)
(1)
(2)
(3)
(4)
(5)
(6)
Schedule R (Form 990) 2017
Schedule R (Form 990) 2017 Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
During the tax year, did the organization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
Receipt of interest, annuities, royalties, or rent from a controlled entity ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Gift, grant, or capital contribution to related organization(s)
Gift, grant, or capital contribution from related organization(s)
Loans or loan guarantees to or for related organization(s)
Loans or loan guarantees by related organization(s)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Dividends from related organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Sale of assets to related organization(s)
Purchase of assets from related organization(s)
Exchange of assets with related organization(s)
Lease of facilities, equipment, or other assets to related organization(s)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Lease of facilities, equipment, or other assets from related organization(s)
Performance of services or membership or fundraising solicitations for related organization(s)
Performance of services or membership or fundraising solicitations by related organization(s)
Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Sharing of paid employees with related organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Reimbursement paid to related organization(s) for expenses
Reimbursement paid by related organization(s) for expenses
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Other transfer of cash or property to related organization(s)
Other transfer of cash or property from related organization(s)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
••••••••••••••••••••••••••••••••••••••••••••••••••••••••
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
Name of related organization
Transaction
type (a-s)
Amount involved Method of determining amount involved
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
PLANNED PARENTHOOD ACTION FUND, INC. A 83,989.ESTIMATE BASED ON USAGE
PLANNED PARENTHOOD GLOBAL, INC. B 14,931,211.ACTUAL AMOUNT DISBURSED
PLANNED PARENTHOOD ACTION FUND, INC. L 2,933,127.ESTIMATE BASED ON USAGE
PLANNED PARENTHOOD GLOBAL, INC. L 1,879,707.ESTIMATE BASED ON USAGE
COMMUNITY OUTREACH GROUP, INC. M 372,505.ACTUAL AMOUNT DISBURSED
PLANNED PARENTHOOD ACTION FUND, INC. N 473,301.ESTIMATE BASED ON USAGE
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
71
732225
04-01-17
Part V Continuation of Transactions With Related Organizations
(d)
(a) (b) (c)
(7)
(8)
(9)
(10)
(11)
(12)
(13)
(14)
(15)
(16)
(17)
(18)
(19)
(20)
(21)
(22)
(23)
(24)
Schedule R (Form 990)
(Schedule R (Form 990), Part V, line 2)
Method of determining
amount involved
Transaction
type (a-r)
Amount involved
Name of other organization
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
PLANNED PARENTHOOD GLOBAL, INC. N 348,171.ESTIMATE BASED ON USAGE
PLANNED PARENTHOOD ACTION FUND, INC. O 7,449,863.ESTIMATE BASED ON USAGE
PLANNED PARENTHOOD GLOBAL, INC. O 6,655,101.ESTIMATE BASED ON USAGE
PLANNED PARENTHOOD ACTION FUND, INC. Q 10,940,280.ESTIMATE BASED ON USAGE
PLANNED PARENTHOOD GLOBAL, INC. Q 8,882,979.ESTIMATE BASED ON USAGE
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
72
Are all
partners sec.
501(c)(3)
orgs.?
Dispropor-
tionate
allocations?
General or
managing
partner?
732164 09-11-17
Yes No Yes No Yes N
4
Part VI Unrelated Organizations Taxable as a Partnership.
(a) (b) (c) (d) (e) (f) (g) (h) (i) (j) (k)
o
Schedule R (Form 990) 2017
Predominant income
(related, unrelated,
excluded from tax under
sections 512-514)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
Schedule R (Form 990) 2017 Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue)
that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
Name, address, and EIN
of entity
Primary activity Legal domicile
(state or foreign
country)
Share of
total
income
Share of
end-of-year
assets
Percentage
ownership
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
73
732165 09-11-17
5
Schedule R (Form 990) 2017
Schedule R (Form 990) 2017 Page
Provide additional information for responses to questions on Schedule R. See instructions.
Part VII
Supplemental Information.
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC. 13-1644147
PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS:
NAME OF RELATED ORGANIZATION:
PLANNED PARENTHOOD ACTION FUND,INC.
DIRECT CONTROLLING ENTITY: PLANNED PARENTHOOD FEDERATION OF AMERICA, INC.
NAME OF RELATED ORGANIZATION:
PLANNED PARENTHOOD GLOBAL, INC.
DIRECT CONTROLLING ENTITY: PLANNED PARENTHOOD FEDERATION OF AMERICA, INC.
NAME AND ADDRESS OF RELATED ORGANIZATION:
PP FEDERATION OF AMERICA INTERNATIONAL AFRICA REGIONAL
OFFICE
ARGWINGS KODHEK RD, CHAKA PL, PO BOX 53538-00200
, NAIROBI, KENYA
PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS CORP OR TRUST:
NAME OF RELATED ORGANIZATION:
COMMUNITY OUTREACH GROUP, LLC
DIRECT CONTROLLING ENTITY: PLANNED PARENTHOOD ACTION FUND, INC.
PART II
DIRECT CONTROL OVER SECTION 527 ORGANIZATIONS:
PLANNED PARENTHOOD FEDERATION OF AMERICA, INC. DOES NOT DIRECTLY
CONTROL PLANNED PARENTHOOD VOTES OR PLANNED PARENTHOOD ACTION FUND PAC,
INC. DIRECT CONTROL OVER THESE ENTITIES IS EXERCISED BY PLANNED
PARENTHOOD ACTION FUND, INC.
20300214 142680 FEDERATION 2017.05030 PLANNED PARENTHOOD FEDERATI FEDERAT1
74