Civic Intelligence

Unknown Organization

EIN 61-0481704 • 501(c)3

Profile

To promote and ensure an environment in which women, men, and teens from all backgrounds are able to access confidential, affordable, quality reproductive healthcare; and to educate and support individuals to make informed decisions about their sexual well being.

1025 South Second Street40203-5442

www.ppky.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2013

Liabilities / Revenue

34th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

13th percentile

-27%

Higher net margin than 13% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

501(c)3 • $500k-$1M 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

$0

Down $1,492,202 (-100%) from 2012

Liabilities

Down

$0

Down $97,292 (-100%) from 2012

Net Assets

Down

$0

Down $1,394,910 (-100%) from 2012

Revenue

$537,077

No earlier filing loaded for comparison.

Expenses

Down

$681,281

Down $711,346 (-51%) from 2012

Net Income

-$144,204

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,625,125Liabilities 2010: $211,017Net Assets 2010: $1,414,1082010Assets 2011: $1,798,466Liabilities 2011: $138,291Net Assets 2011: $1,660,1752011Assets 2012: $1,492,202Liabilities 2012: $97,292Net Assets 2012: $1,394,9102012Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013

Highlighted filing

2013

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,276,7812010Expenses 2011: $1,390,1762011Expenses 2012: $1,392,6272012Revenue 2013: $537,077Expenses 2013: $681,281Net Income 2013: -$144,2042013

Highlighted filing

2013

Revenue$537,077
Expenses$681,281
Net Income-$144,204

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 16, 2014
Return Version
2013v3.0
Gross Receipts
$540,077
Mission and Program Overview

Mission

To promote and ensure an environment in which women, men, and teens from all backgrounds are able to access confidential, affordable, quality reproductive healthcare; and to educate and support individuals to make informed decisions about their sexual well being.

To provide family planning, reproductive health and educational services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$744,577$0▼ $744,577
Land, Buildings, and Equipment, Net$655,527$0▼ $655,527
Pledges and Grants Receivable$26,629$0▼ $26,629
Investments Other Securities$24,835$0▼ $24,835
Accounts Receivable$22,147$0▼ $22,147
Inventories for Sale or Use$16,716$0▼ $16,716
Prepaid Expenses and Deferred Charges$1,473$0▼ $1,473
Investments in Publicly Traded Securities$298$0▼ $298
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$1,492,202$0▼ $1,492,202
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$72,981$0▼ $72,981
Mortgage Notes Payable Secured by Investment Property$24,311$0▼ $24,311
Total Liabilities$97,292$0▼ $97,292
Net Assets / Fund Balance
Unrestricted Net Assets$743,120$0▼ $743,120
Temporarily Rstr Net Assets$651,790$0▼ $651,790
Total Net Assets Fund Balance$1,394,910$0▼ $1,394,910
Total Liabilities and Net Assets / Fund Balance$1,492,202$0▼ $1,492,202

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$676,626-▲ $2,247$678,876$-3
2012$674,886-▲ $2,955-$676,626
2011$725,945$37,719▲ $240$87,796$674,886
2010$474,845$322,249▲ $1,601$72,750$725,945
2009$157,571$355,407▲ $2,804$40,937$474,845
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pattie a StaufferCEOFT$40,684$450$41,134

Board Members and Trustees

NameTitle
Kim GreeneBoard Chair
Sadhna TrueBoard Vice Chair
Aaron YarmuthBoard Director
Africa HandsBoard Director
Angela EvansBoard Director
Brenda ManninoBoard Director
Brooke P PardueBoard Director
Christie MooreBoard Director
Cynthia SmithBoard Director
Ellen BallardBoard Director
Elwood R SturtevantBoard Director
Erica LawrenceBoard Director
Hervey HowellBoard Director
John RoseBoard Director
Lauren IngramBoard Director
Nancy NewmanBoard Director
Ruth GreenbergBoard Director
Stephenie SteitzerBoard Director
Steven GoldsteinBoard Director
Deangelo CraneBoard Secretary
Paulette DubofskyBoard Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$350,674
Program Service Revenue
$186,956
Investment Income
$-753
Other Revenue
$200
All Other Contributions
$172,991
Change in Net Assets
$-144,204
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$350,467
Other Expenses$330,814
Total Fundraising Expense$70,731
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$203,893$25,487$25,487$254,867
Fees for Services Other$82,358$22,653$19,255$124,266
Current Officers, Directors, Trustees, and Key Employees$32,907$4,113$4,113$41,133
Occupancy$26,600$2,710$1,626$30,936
Depreciation Depletion$14,649$6,633$6,357$27,639
Payroll Taxes$21,934$2,742$2,742$27,418
Other Employee Benefits$21,639$2,705$2,705$27,049
Office Expenses$16,921$832$796$18,549
All Other Expenses$11,164$2,358$2,200$15,722
Insurance$8,951$1,119$1,119$11,189
Other Expenses$9,041--$9,041
Payments to Affiliates$6,195$1,309$1,222$8,726
Travel$5,821$1,230$1,148$8,199
Fees for Services Accounting$4,960$1,574$1,338$7,872
Advertising$3,103$656$612$4,371
Conferences and Meetings$53$11$11$75
Total Functional Expenses$534,418$76,132$70,731$681,281
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
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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
Yes
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, Part VI, Section A, Line 3

Planned parenthood of kentucky entered into a management agreement with planned parenthood of indiana. The purpose of this management agreement was to secure management services necessary to maintain medical, educational, development, advocacy and administrative programs in compliance with the planned parenthood federation of america standards of affiliation.

Form 990, Part VI, Section A, Line 4

Planned parenthood of kentucky merged with planned parenthood of indiana as of july 1, 2013. The orgnaizations are both affiliated with planned parenthood federation of america. Ppky distributed its assets to ppin in the meger and continues to operate in a similar capacity as before but operating under the new entity; planned parenthood of indiana and kentucky, inc.

Form 990, Part VI, Section B, Line 11

The process of reviewing the form 990 entails a detailed review by ppky's management. The board of directors are provided a copy of the tax return for review prior to filing.

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

The written conflict of interest policy is regularly and consistently monitored and compliance enforced by the board chairperson. The scope of this policy includes all staff and board members. The policy is in place to prevent any conflict of interest with respect to the staff and board members' fiduciary responsibilities and to provide the staff and board members with direction for disclosure of any conflicts of interests which they may have. A self disclosure from covered persons to the board chairperson and/or the ceo is required on any potential conflicts of interest. The covered persons are to recues from participating in any deliberation or decisions on such transactions, but to date no conflicts of interest have been disclosed.

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

The board sets the ceo compensation after considering the ppfa ceo compensation survey and local market data.

Form 990, Part VI, Section C, Line 19

The governing documents, conflict of interest policy, and financial statements are not available for public inspection.

Filing and Contact Details

Filer

EIN
61-0481704
Phone
5025842471

Signing Officer

Name
Nina Schultz
Title
CEO
Phone
5025842473
Signed
2014-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patti a Stauffer
Formed
1958
Legal Domicile
Ky
Voting Board Members
21
Independent Board Members
21
Employees
28
Volunteers
30

Preparer

Preparer
Carrie a Merrill CPA
Phone
3176334705
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Purchased services: program service expenses 82,358. Management and general expenses 22,653. Fundraising expenses 19,255. Total expenses 124,266.

FORM 990, PART XI, LINE 9:

Merger with planned parenthood of indiana -1,252,282.

Financial Statement Notes

PART V, LINE 4:

Ppky has 6.0% of funds in a board-designated endowment fund that is held by community foundation of louisville, inc. For long-term growth; using the investment income for the general purposes of the organization to help ppky to achieve its exempt purpose and mission. In addition ppky has 94% of funds in temporarily restricted net assets which are donor-restricted for a specific use including: pledges, profile for the future, and elisabeth ball trust. These funds were transferred to the new entitiy; planned parenthood of indiana and kentucky, inc.

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IRS990/Desc0PLANNED PARENTHOOD OF KENTUCKY PROVIDES FAMILY PLANNING AND REPRODUCTIVE HEALTH SERVICES TO INDIVIDUALS REGARDLESS OF RACE, GENDER, AGE, SEXUAL ORIENTATION, PHYSICAL DISABILITIES, ECONOMIC OR MARITAL STATUS. PLANNED PARENTHOOD OF KENTUCKY OPERATES ONE CLINIC IN LOUISVILLE, ONE IN LEXINGTON AND ONE IN RICHMOND IN ORDER TO SERVE THE PEOPLE OF THE LOUISVILLE, LEXINGTON AND SURROUNDING AREAS.
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IRS990/MissionDesc0TO PROMOTE AND ENSURE AN ENVIRONMENT IN WHICH WOMEN, MEN, AND TEENS FROM ALL BACKGROUNDS ARE ABLE TO ACCESS CONFIDENTIAL, AFFORDABLE, QUALITY REPRODUCTIVE HEALTHCARE; AND TO EDUCATE AND SUPPORT INDIVIDUALS TO MAKE INFORMED DECISIONS ABOUT THEIR SEXUAL WELL BEING.
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IRS990/ProgSrvcAccomActy2Grp/Desc0PLANNED PARENTHOOD OF KENTUCKY PROVIDES EDUCATIONAL PROGRAMS TO HELP ASSIST INDIVIDUALS WITH FAMILY PLANNING REPRODUCTIVE AND SEXUAL HEALTH.
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