Civic Intelligence

Unknown Organization

EIN 59-1061757 • 501(c)3 • Jacksonville, FL

Profile

To provide comprehensive reproductive and complementary health care services in settings which preserve and protect essential privacy and rights of each individual. To advocate public policies which guarantee these rights and ensure access to such services. To provide educational programs which enhance understanding of individual and societal implications of human sexuality. To promote research and the advancement of technology in reproductive health care and encourage understanding of their inherent bioethical, behavioral and social implications.

5978 Powers AvenueJacksonville, FL 32217

www.ppnfl.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

74th percentile

0.29x

Higher debt load relative to assets than 74% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

76th percentile

0.35x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

28th percentile

-5.3%

Higher net margin than 28% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

65th percentile

$96,865

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

28th percentile

-3.6%

Faster asset growth than 28% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

30th percentile

-4.3%

Faster revenue growth than 30% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Down

$2,370,594

Down $87,286 (-3.6%) from 2013

Liabilities

Down

$695,904

Down $3,593 (-0.5%) from 2013

Net Assets

Down

$1,674,690

Down $83,693 (-4.8%) from 2013

Revenue

Down

$1,974,796

Down $89,051 (-4.3%) from 2013

Expenses

Up

$2,079,064

Up $67,207 (+3.3%) from 2013

Net Income

Down

-$104,268

Down $156,258 (-301%) from 2013

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $1,582,037Liabilities 2011: $93,369Net Assets 2011: $1,488,6682011Assets 2012: $2,196,834Liabilities 2012: $531,340Net Assets 2012: $1,665,4942012Assets 2013: $2,457,880Liabilities 2013: $699,497Net Assets 2013: $1,758,3832013Assets 2014: $2,370,594Liabilities 2014: $695,904Net Assets 2014: $1,674,6902014

Highlighted filing

2014

Assets$2,370,594
Liabilities$695,904
Net Assets$1,674,690

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,002,439Expenses 2011: $1,946,732Net Income 2011: $55,7072011Revenue 2012: $2,190,890Expenses 2012: $2,048,224Net Income 2012: $142,6662012Revenue 2013: $2,063,847Expenses 2013: $2,011,857Net Income 2013: $51,9902013Revenue 2014: $1,974,796Expenses 2014: $2,079,064Net Income 2014: -$104,2682014

Highlighted filing

2014

Revenue$1,974,796
Expenses$2,079,064
Net Income-$104,268

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 21, 2015
Return Version
2014v5.0
Gross Receipts
$1,974,796
Mission and Program Overview

Mission

To provide comprehensive reproductive and complementary health care services in settings which preserve and protect essential privacy and rights of each individual. To advocate public policies which guarantee these rights and ensure access to such services. To provide educational programs which enhance understanding of individual and societal implications of human sexuality. To promote research and the advancement of technology in reproductive health care and encourage understanding of their inherent bioethical, behavioral and social implications.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,648,335$1,604,310▼ $44,025
Cash and Non-Interest-Bearing Accounts$190,460$270,672▲ $80,212
Pledges and Grants Receivable$150,599$65,863▼ $84,736
Inventories for Sale or Use$33,259$18,390▼ $14,869
Prepaid Expenses and Deferred Charges$23,535$11,939▼ $11,596
Total Assets$2,457,880$2,370,594▼ $87,286
Other Assets Total$411,692$399,420▼ $12,272
Liabilities
Mortgage Notes Payable Secured by Investment Property$610,866$548,419▼ $62,447
Accounts Payable and Accrued Expenses$88,631$147,485▲ $58,854
Total Liabilities$699,497$695,904▼ $3,593
Net Assets / Fund Balance
Unrestricted Net Assets$1,669,162$1,588,011▼ $81,151
Permanently Rstr Net Assets$51,150$51,150→ $0
Temporarily Rstr Net Assets$38,071$35,529▼ $2,542
Total Net Assets Fund Balance$1,758,383$1,674,690▼ $83,693
Total Liabilities and Net Assets / Fund Balance$2,457,880$2,370,594▼ $87,286

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$971,867$487,256$1,459,123
Land$616,761-$616,761
Equipment$15,682$353,135$368,817
Leasehold Improvements-$38,557$38,557
Other Assets Org$399,420--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$411,692-▲ $24,356$32,848$399,419
2013$385,358$1,500▲ $41,819$13,305$411,962
2012$366,053-▲ $35,551$12,733$385,358
2011$383,243-▼ $1,118$12,606$366,053
2010$370,016$500▲ $37,961$22,112$383,243
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth FraleyCEOFT$91,061$5,804$96,865

Board Members and Trustees

NameTitle
Kirsten DoolittleBoard Chair
Theodore GlasserChair Elect
Lauren GroffVice Chair
Amy RankinBoard Member
Cheryl TaylorBoard Member
Elizabeth Davenport Jd PhdBoard Member
Javan FrinksBoard Member
Jennifer DonelanBoard Member
Josephine JacksonBoard Member
Kylie LacuskyBoard Member
Lydia BrooksBoard Member
Mallory Garner-wellsBoard Member
Marisa ButtonBoard Member
Roberta FostBoard Member
Jon ReiskindMember at La
Michael FisherMember at La
Lindsay BrennanSecretary
Beth Hughes ClarkTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$635,223
Program Service Revenue
$1,337,255
Investment Income
$2,318
Other Revenue
$0
All Other Contributions
$558,993
Change in Net Assets
$-104,268
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,128,731
Salaries, Compensation, and Employee Benefits$948,984
Total Fundraising Expense$28,300
Grants and Similar Amounts Paid$1,349
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$598,053$97,055$5,712$700,820
Information Technology$35,461$73,807$1,007$110,275
Current Officers, Directors, Trustees, and Key Employees-$96,865-$96,865
Occupancy$65,166$21,730$589$87,485
Other Employee Benefits$13,677$65,760$155$79,592
Payroll Taxes$55,593$16,114-$71,707
Payments to Affiliates$59,438$4,479$5,000$68,917
Travel$41,607$26,507$402$68,516
Interest$43,928$18,889-$62,817
Depreciation Depletion$38,202$23,009$253$61,464
Fees for Services Management-$60,000-$60,000
Fees for Services Other$21,460$18,501$11,250$51,211
Office Expenses$32,778$10,912$3,351$47,041
Insurance$24,218$5,987$581$30,786
Fees for Services Accounting-$13,670-$13,670
Other Expenses$8,671$1,478-$10,149
Fees for Services Legal-$8,185-$8,185
Grants to Domestic Individuals$1,349--$1,349
Conferences and Meetings$848$207-$1,055
Advertising-$164-$164
Total Functional Expenses$1,451,998$598,766$28,300$2,079,064
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

An agreement was mutually agreed upon between planned parenthood of north florida (ppnf) and planned parenthood of south florida and the treasure coast (ppsftc). Ppsftc, the management company will provide an executive team under the leadership of ceo lillian tamayo, acting as interim ceo to ppnf for a period up to six months. Ppsftc will provide an administrative and oversight presence, video and phone conferencing, as well as on-call services. The executive team services to be provided will be comprised of the following: executive leadership, clinical operations, financial, development, information technology, medical and risk and quality assurance. The agreement between parties commenced on september 1, 2014 and terminated on march 31, 2015. No compensation was provided to any of ppnf's current or former officers, directors, trustees, key employees, or highest compensated employees as part of this agreement.

Form 990, Page 6, Part VI, Line 11B

The form is prepared with the assistance of an independent cpa and reviewed for accuracy. A draft of the form 990 is emailed to the board of directors and questions or concerns are resolved before filing.

Form 990, Page 6, Part VI, Line 12C

A conflict of interest policy is contained within the board bylaws as well as the organization's human resource policy. The board of directors are required to sign an annual conflict of interest statement, and must abstain from voting when there is a conflict. Administrative staff monitors conflicts of interest.

Form 990, Page 6, Part VI, Line 15A

The compensation that the ceo and other members of the management team are below market rates as determined by the planned parenthood federation of america's annual survey of affiliates throughout the u.s. And available local/regional data. Factors that influence salary ranges include the survey data, local/regional market rates and what the organization can afford to pay. The ceo is typically evaluated annually by the board of directors at which time salary is determined. There was no evaluation done in 2014. Documentation of all the changes in salary are recorded in human resource and kept in the employee's hr file.

Form 990, Page 6, Part VI, Line 19

All governing documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Planned Parenthood of North
EIN
59-1061757
Phone
9043992800
Address
5978 POWERS AVENUE, JACKSONVILLE, FL 32217

Signing Officer

Name
Beth Clark
Title
Treasurer
Phone
9043992800
Signed
2015-04-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Beth Clark Treasurer
Formed
1965
Legal Domicile
Fl
Voting Board Members
17
Independent Board Members
17
Employees
45
Volunteers
20

Preparer

Firm
Kattell & Company Pl
Address
808B NW 16TH AVE, GAINESVILLE, FL 32601
Preparer
Stephen H Kattell CPA
Phone
3523956565
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To provide comprehensive reproductive and complementary health care services in settings which preserve and protect essential privacy and rights of each individual. To advocate public policies which guarantee these rights and ensure access to such services. To provide educational programs which enhance understanding of individual and societal implications of human sexuality. To promote research and the advancement of technology in reproductive health care and encourage understanding of their inherent bioethical, behavioral and social implications.

Form 990, Part XI, Line 9

Change in value of asset held in trust 20,575

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

Contributions from the fund are determined under the fund agreement with the community foundation in jacksonville and are to be used to support the general operations of the organization.

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IRS990/ProgSrvcAccomActy3Grp/Desc0EDUCATION AND COUNSELING PROGRAM: EXPENSES INCURRED THAT ARE RELATED TO THE ACTIVITIES OF THE EDUCATION DEPARTMENT, WHICH PROVIDES VARIOUS EDUCATIONAL PROGRAMS IN REPRODUCTIVE HEALTH. THE EDUCATION DEPARTMENT ENCOURAGES RESPONSIBLE AND INFORMED DECISION MAKING IN MATTERS OF SEX AND SEXUALITY. THE ORGANIZATION BELIEVES THAT KNOWLEDGE EMPOWERS PEOPLE TO MAKE BETTER CHOICES. THE EDUCATION DEPARTMENT PROVIDES COMPREHENSIVE, MEDICALLY ACCURATE, AND AGE APPROPRIATE SEX EDUCATION IN A VARIETY OF COMMUNITY SETTINGS SUCH AS SCHOOLS AND YOUTH SERVING ORGANIZATIONS.
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