Civic Intelligence

Planned Parenthood of the MID-Hudson Valley Inc

990 • Fiscal year 2013 • EIN 14-1344810

Jan 01, 2013 to Dec 31, 2013 • Filed on Sep 17, 2014

178 Church Street12601

(845) 471-1530

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.28x

Higher debt load relative to assets than 57% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

51st percentile

0.20x

Higher debt load relative to revenue than 51% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Net Margin

35th percentile

-0.7%

Higher net margin than 35% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

74th percentile

$183,549

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Asset Growth

36th percentile

-0.6%

Faster asset growth than 36% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$6,189,000

Down $36,533 (-0.6%) from 2012

Net Assets

Up

$4,482,909

Up $82,433 (+1.9%) from 2012

Liabilities

Down

$1,706,091

Down $118,966 (-6.5%) from 2012

Revenue

$8,736,497

No earlier filing loaded for comparison.

Expenses

Up

$8,793,418

Up $559,353 (+6.8%) from 2012

Net Income

-$56,921

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,031,883Liabilities 2011: $1,738,426Net Assets 2011: $4,293,4572011Assets 2012: $6,225,533Liabilities 2012: $1,825,057Net Assets 2012: $4,400,4762012Assets 2013: $6,189,000Liabilities 2013: $1,706,091Net Assets 2013: $4,482,9092013Assets 2014: $5,626,848Liabilities 2014: $1,193,503Net Assets 2014: $4,433,3452014Assets 2015: $5,426,834Liabilities 2015: $893,356Net Assets 2015: $4,533,4782015Assets 2016: $5,805,617Liabilities 2016: $964,657Net Assets 2016: $4,840,9602016Assets 2017: $6,426,333Liabilities 2017: $1,093,286Net Assets 2017: $5,333,0472017Assets 2018: $6,013,481Liabilities 2018: $922,444Net Assets 2018: $5,091,0372018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2013

Assets$6,189,000
Liabilities$1,706,091
Net Assets$4,482,909

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2011: $8,544,4012011Expenses 2012: $8,234,0652012Revenue 2013: $8,736,497Expenses 2013: $8,793,418Net Income 2013: -$56,9212013Revenue 2014: $8,517,280Expenses 2014: $8,580,722Net Income 2014: -$63,4422014Revenue 2015: $8,598,640Expenses 2015: $8,439,803Net Income 2015: $158,8372015Revenue 2016: $8,983,638Expenses 2016: $8,733,203Net Income 2016: $250,4352016Revenue 2017: $9,762,289Expenses 2017: $9,487,544Net Income 2017: $274,7452017Revenue 2018: $10,177,023Expenses 2018: $10,188,692Net Income 2018: -$11,6692018Revenue 2019: $9,912,932Expenses 2019: $11,577,001Net Income 2019: -$1,664,0692019

Highlighted filing

2013

Revenue$8,736,497
Expenses$8,793,418
Net Income-$56,921
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Sep 17, 2014
Return Version
2013v3.0
Gross Receipts
$8,841,260
Mission and Program Overview

Mission

Planned parenthood of the mid-hudson valley empowers individuals to make independent, informed decisions about their sexual and reproductive lives by providing access to high quality, evidence-based and medically-sound health care and educational services, and by promoting and advocating for public policies to make those services available to all.

Provide gynecological & family planning services as well as provide education on reproductive and sexual health.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,219,736$1,710,838▼ $508,898
Pledges and Grants Receivable$627,915$1,101,839▲ $473,924
Investments in Publicly Traded Securities$986,480$816,859▼ $169,621
Accounts Receivable$1,104,990$579,370▼ $525,620
Savings and Temporary Cash Investments$610,149$456,471▼ $153,678
Cash and Non-Interest-Bearing Accounts$424,106$433,691▲ $9,585
Investments Other Securities-$326,464-
Inventories for Sale or Use$68,010$188,791▲ $120,781
Prepaid Expenses and Deferred Charges$114,152$125,121▲ $10,969
Total Assets$6,225,533$6,189,000▼ $36,533
Other Assets Total$69,995$449,556▲ $379,561
Liabilities
Accounts Payable and Accrued Expenses$948,772$1,023,461▲ $74,689
Mortgage Notes Payable Secured by Investment Property$835,710$635,316▼ $200,394
Other Liabilities$40,575$47,314▲ $6,739
Total Liabilities$1,825,057$1,706,091▼ $118,966
Net Assets / Fund Balance
Unrestricted Net Assets$4,167,030$3,891,120▼ $275,910
Temporarily Rstr Net Assets$233,446$591,789▲ $358,343
Total Net Assets Fund Balance$4,400,476$4,482,909▲ $82,433
Total Liabilities and Net Assets / Fund Balance$6,225,533$6,189,000▼ $36,533

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$669,288$765,234$1,434,522
Equipment$365,579$857,508$1,223,087
Leasehold Improvements$437,971$188,408$626,379
Land$238,000-$238,000
Other Assets Org$85,000--
Other Securities$326,464--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ruth-ellen BlodgettPresident & CEOFT$168,705$14,844$183,549
Joshua JaffeMedical DirectorFT$150,000$516$150,516
William Troy JohnsonChief Information OfficerFT$118,098$16,524$134,622
Rayma Burnett-biglanePhysicianPT$110,717$20,548$131,265
Patricia TesslerVP of Clinical ServicesFT$110,970-$110,970
Christina RobieVP of Organizational DevelFT$89,544$16,053$105,597
Mary RadfordDirector of FinanceFT$84,991$7,959$92,950

Board Members and Trustees

NameTitle
Blake RiderChair
Ira HochmanChair, Development
Shannon WongSecretary/chair, Outreach
Helen UllrichTreasurer/chair of Finance
Fred CookVice-chair, Nominating & G
Barbara SarahDirector
Irwin RosenthalDirector
Julia Goings-perrotDirector
Kellyann Kostyal-larrierDirector
Leah FeldmanDirector
Martin CharwatDirector
Mimi TannenDirector
Stephen Katz MdDirector
Cathie HunterDirector, as of Apr.2013
Cynthia LoweDirector, as of June 2013
Maureen BurkeDirector,until Aug. 2013

Highest Paid Contractors

ContractorServicesLocationCompensation
Healthcare Management Solutions LLCFinancial Management-$280,467
Quality Billing Service INCMedical Billing-$249,633
Revenue and Support

Revenue Composition

Contributions and Grants
$3,759,328
Program Service Revenue
$4,781,947
Investment Income
$51,512
Other Revenue
$143,710
All Other Contributions
$893,309
Change in Net Assets
$-56,921

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,588,314
Revenue Not Reported on Financial Statements
$148,183
Revenue Not Reported on Form 990
$186,539
Other Revenue Adjustments
$148,183
Total Revenue per Audited Statements
$8,774,853
Total Revenue per Form 990
$8,736,497
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,588,847
Other Expenses$4,194,571
Total Fundraising Expense$180,640
Grants and Similar Amounts Paid$10,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,264,502$532,092$85,122$2,881,716
Fees for Services Other$576,654$313,922$6,790$897,366
Current Officers, Directors, Trustees, and Key Employees$607,211$145,456$22,844$775,511
Occupancy$535,788$16,562-$552,350
Other Employee Benefits$383,491$124,508$14,629$522,628
Payroll Taxes$255,657$83,005$9,753$348,415
Depreciation Depletion$230,074$19,095-$249,169
Payments to Affiliates$14,850$221,900$300$237,050
All Other Expenses$150,480$50,159$4,763$205,402
Office Expenses$154,592$26,780$6,903$188,275
Advertising$82,237$5,215$27,841$115,293
Other Expenses$148,183$94,903-$94,903
Insurance$92,809--$92,809
Travel$60,672$30,148-$90,820
Pension Plan Contributions$44,450$14,432$1,695$60,577
Fees for Services Accounting-$59,423-$59,423
Interest$1,339$30,010-$31,349
Fees for Services Legal-$23,638-$23,638
Conferences and Meetings$12,047$5,976-$18,023
Grants to Domestic Orgs$10,000--$10,000
Total Functional Expenses$6,815,554$1,797,224$180,640$8,793,418

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,793,418
Total Expenses per Audited Statements$8,688,280
Expenses per Audited Statements$8,635,235
Expenses Not Reported on Financial Statements$158,183
Other Expense Adjustments$158,183
Expenses Not Reported on Form 990$53,045
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
14-1772752-501(c)(4)Funding Assistance for Educational Activities.$10,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$38,386
Fundraising Gross Income$16,600
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$91,501$10,220$3,227$6,993
Event 2$46,550$930$1,880$-950
Total Events$247,080$16,600$38,386$-21,786
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent$36,390
Capital Lease Obligation$10,924
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The board of directors and finance committee reviews the form 990 before it is filed with the internal revenue service.

Form 990, Part VI, Section B, Line 12C

Officers, directors and employees are required to review and sign the conflict of interest forms annually. Should there be an actual or potential conflict of interest, the affected board or committee member shall disclose this to the chair of the board or his/her designee. If it is determined by ppmhv that a conflict of interest or the appearance of impropriety exists, the affected board or committee member shall voluntarily agree to abstain from participation in any action, discussion or vote involving such relationship.

Form 990, Part VI, Section B, Line 15A

The board of directors determines the salary for the president/ceo. Ppmhv is a member of planned parenthood federation of america, therefore, the board receives an annual ceo compensation survey which provides information of the elements of the compensation for ceo's of affiliates around the country based on budget size. Furthermore, the board reviews public information of ceo's of non-profit organizations in the greater metropolitan and hudson valley region, including a review of 990's. The review and approval of the salary is voted on by board members. Contemporaneous substantiation of the deliberation and decision is made in the board minutes.

Form 990, Part VI, Section C, Line 19

Information on organization's website instructs the public on how to access the governing, finance and conflict of interest policies. The organization voluntarily uploads its 990 to guidestar when filed, and posts a hyperlink on its own website.

Filing and Contact Details

Filer

EIN
14-1344810
Phone
8454711530

Signing Officer

Name
Ruth-ellen Blodgett
Title
President/CEO
Phone
8454711530
Signed
2014-09-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ruth-ellen Blodgett
Formed
1943
Legal Domicile
Ny
Voting Board Members
15
Independent Board Members
15
Employees
101
Volunteers
74

Preparer

Preparer
Martin Greif
Phone
2123721000
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Purchased services - billing: program service expenses 276,763. Management and general expenses 908. Fundraising expenses 0. Total expenses 277,671. Staffing agency fees: program service expenses 172,982. Management and general expenses 2,969. Fundraising expenses 6,790. Total expenses 182,741. Contracted services - grants: program service expenses 50,000. Management and general expenses 2,500. Fundraising expenses 0. Total expenses 52,500. Professional other consultants: program service expenses 49,678. Management and general expenses 307,545. Fundraising expenses 0. Total expenses 357,223. Contracted services - youth health promoters: program service expenses 22,231. Management and general expenses 0. Fundraising expenses 0. Total expenses 22,231. Management services fees: program service expenses 5,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,000.

Financial Statement Notes

PART X, LINE 2:

The organization qualifies as a charitable organization as defined by section 501(c)(3) of the internal revenue code and, accordingly, is exempt from federal income taxes under internal revenue code section 501(a). The organization is exempt from new york state income taxes. Ppmhv is subject to unrelated business income tax ("ubit"), if applicable. For the years ended december 31, 2013 and 2012, ppmhv did not owe any ubit. Management has evaluated ppmhv's income tax positions for the years ended december 31, 2013 and 2012 and concluded that ppmhv had taken no uncertain income tax positions that require adjustments to the consolidated financial statements. Generally, ppmhv is no longer subject to income tax examinations by u.s. Federal, state or local tax authorities for years before 2010, which is the standard statute of limitations look-back period.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expense netted against fundraising revenue 38,386. Planned parenthood of the mid-hudson valley action fund revenue 8,799.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Bad debt expense 148,183.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expense netted against fundraising revenue 38,386. Planned parenthood of the mid-hudson valley action fund expenses 14,659.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Bad debt expense 148,183. Grant expense 10,000.

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IRS990/Form990PartVIISectionAGrp/PersonNm1FRED COOK
IRS990/Form990PartVIISectionAGrp/PersonNm2HELEN ULLRICH
IRS990/Form990PartVIISectionAGrp/PersonNm3SHANNON WONG
IRS990/Form990PartVIISectionAGrp/PersonNm4IRA HOCHMAN
IRS990/Form990PartVIISectionAGrp/PersonNm5MAUREEN BURKE
IRS990/Form990PartVIISectionAGrp/PersonNm6MARTIN CHARWAT
IRS990/Form990PartVIISectionAGrp/PersonNm7LEAH FELDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm8JULIA GOINGS-PERROT
IRS990/Form990PartVIISectionAGrp/PersonNm9STEPHEN KATZ MD
IRS990/Form990PartVIISectionAGrp/PersonNm10KELLYANN KOSTYAL-LARRIER
IRS990/Form990PartVIISectionAGrp/PersonNm11IRWIN ROSENTHAL
IRS990/Form990PartVIISectionAGrp/PersonNm12BARBARA SARAH
IRS990/Form990PartVIISectionAGrp/PersonNm13MIMI TANNEN
IRS990/Form990PartVIISectionAGrp/PersonNm14CATHIE HUNTER
IRS990/Form990PartVIISectionAGrp/PersonNm15CYNTHIA LOWE
IRS990/Form990PartVIISectionAGrp/PersonNm16RUTH-ELLEN BLODGETT
IRS990/Form990PartVIISectionAGrp/PersonNm17WILLIAM TROY JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm18PATRICIA TESSLER
IRS990/Form990PartVIISectionAGrp/PersonNm19CHRISTINA ROBIE
IRS990/Form990PartVIISectionAGrp/PersonNm20MARY RADFORD
IRS990/Form990PartVIISectionAGrp/PersonNm21JOSHUA JAFFE
IRS990/Form990PartVIISectionAGrp/PersonNm22RAYMA BURNETT-BIGLANE
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHAIR, NOMINATING & G
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER/CHAIR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/CHAIR, OUTREACH
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIR, DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR,UNTIL AUG. 2013
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR, AS OF APR.2013
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR, AS OF JUNE 2013
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt17CHIEF INFORMATION OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt18VP OF CLINICAL SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP OF ORGANIZATIONAL DEVEL
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt21MEDICAL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22PHYSICIAN
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
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IRS990/FundraisingDirectExpensesAmt038386
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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0PLANNED PARENTHOOD OF THE MID-HUDSON VALLEY EMPOWERS INDIVIDUALS TO MAKE INDEPENDENT, INFORMED DECISIONS ABOUT THEIR SEXUAL AND REPRODUCTIVE LIVES BY PROVIDING ACCESS TO HIGH QUALITY, EVIDENCE-BASED AND MEDICALLY-SOUND HEALTH CARE AND EDUCATIONAL SERVICES, AND BY PROMOTING AND ADVOCATING FOR PUBLIC POLICIES TO MAKE THOSE SERVICES AVAILABLE TO ALL.PLANNED PARENTHOOD MID-HUDSON VALLEY'S SERVICES ALLOW EACH INDIVIDUAL TO MANAGE HIS OR HER FERTILITY REGARDLESS OF INCOME, MARITAL STATUS, RACE, ETHNICITY, SEXUAL ORIENTATION, NATIONAL ORIGIN OR RESIDENCE. WE ASSIST OUR CLIENTS TO HAVE THE SELF CONFIDENCE TO MAKE VOLUNTARY, SEXUAL AND REPRODUCTIVE HEALTH DECISIONS WHILE PRESERVING THE INDIVIDUAL'S RIGHT TO PRIVACY.
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IRS990/OtherExpensesGrp/Desc0MEDICAL SUPPLIES
IRS990/OtherExpensesGrp/Desc1LABORATORY FEES & OUTSI
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IRS990/OtherRevenueMiscGrp/Desc0EHR INCENTIVE PROGRAM
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt085122
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0532092
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02264502
IRS990/OtherSalariesAndWagesGrp/TotalAmt02881716
IRS990/OtherWebsiteInd0X

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