Civic Intelligence

Planned Parenthood Association of Utah

990 • Fiscal year 2017 • EIN 87-0288909

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 02, 2018

654 South 900 EastSalt Lake City, UT 84102

(801) 532-1586

Siviq Scores

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

Liabilities / Assets

24th percentile

0.04x

Higher debt load relative to assets than 24% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

13th percentile

0.03x

Higher debt load relative to revenue than 13% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

80th percentile

22%

Higher net margin than 80% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

50th percentile

$172,574

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

91st percentile

37%

Faster asset growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

69th percentile

14%

Faster revenue growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Assets

Up

$9,658,243

Up $2,598,954 (+37%) from 2016

Net Assets

Up

$9,303,439

Up $2,758,632 (+42%) from 2016

Liabilities

Down

$354,804

Down $159,678 (-31%) from 2016

Revenue

Up

$11,665,686

Up $1,403,145 (+14%) from 2016

Expenses

Up

$9,116,958

Up $256,070 (+2.9%) from 2016

Net Income

Up

$2,548,728

Up $1,147,075 (+82%) from 2016

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $4,951,385Liabilities 2011: $964,562Net Assets 2011: $3,986,8232011Assets 2012: $5,171,515Liabilities 2012: $884,472Net Assets 2012: $4,287,0432012Assets 2013: $4,736,106Liabilities 2013: $586,316Net Assets 2013: $4,149,7902013Assets 2014: $5,117,722Liabilities 2014: $418,111Net Assets 2014: $4,699,6112014Assets 2015: $5,473,918Liabilities 2015: $322,278Net Assets 2015: $5,151,6402015Assets 2016: $7,059,289Liabilities 2016: $514,482Net Assets 2016: $6,544,8072016Assets 2017: $9,658,243Liabilities 2017: $354,804Net Assets 2017: $9,303,4392017Assets 2018: $12,242,226Liabilities 2018: $425,312Net Assets 2018: $11,816,9142018Assets 2019: $14,619,829Liabilities 2019: $467,426Net Assets 2019: $14,152,4032019Assets 2020: $16,075,103Liabilities 2020: $909,118Net Assets 2020: $15,165,9852020Assets 2021: $17,391,927Liabilities 2021: $843,387Net Assets 2021: $16,548,5402021Assets 2022: $24,402,445Liabilities 2022: $884,272Net Assets 2022: $23,518,1732022Assets 2023: $26,480,327Liabilities 2023: $2,224,955Net Assets 2023: $24,255,3722023Assets 2024: $23,955,309Liabilities 2024: $2,393,609Net Assets 2024: $21,561,7002024

Highlighted filing

2017

Assets$9,658,243
Liabilities$354,804
Net Assets$9,303,439

Operations Trend

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

$20M$10M$0-$10MRevenue 2011: $6,977,432Expenses 2011: $6,614,786Net Income 2011: $362,6462011Expenses 2012: $6,974,4202012Revenue 2013: $6,902,084Expenses 2013: $7,093,518Net Income 2013: -$191,4342013Revenue 2014: $7,574,911Expenses 2014: $7,092,998Net Income 2014: $481,9132014Revenue 2015: $8,322,020Expenses 2015: $7,885,638Net Income 2015: $436,3822015Revenue 2016: $10,262,541Expenses 2016: $8,860,888Net Income 2016: $1,401,6532016Revenue 2017: $11,665,686Expenses 2017: $9,116,958Net Income 2017: $2,548,7282017Revenue 2018: $12,221,713Expenses 2018: $9,999,274Net Income 2018: $2,222,4392018Revenue 2019: $11,705,336Expenses 2019: $10,147,639Net Income 2019: $1,557,6972019Revenue 2020: $11,255,570Expenses 2020: $10,515,205Net Income 2020: $740,3652020Revenue 2021: $10,980,173Expenses 2021: $10,258,512Net Income 2021: $721,6612021Revenue 2022: $19,264,421Expenses 2022: $10,773,363Net Income 2022: $8,491,0582022Revenue 2023: $15,677,936Expenses 2023: $12,939,916Net Income 2023: $2,738,0202023Revenue 2024: $11,482,415Expenses 2024: $15,769,019Net Income 2024: -$4,286,6042024

Highlighted filing

2017

Revenue$11,665,686
Expenses$9,116,958
Net Income$2,548,728
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 2, 2018
Return Version
2016v3.0
Gross Receipts
$11,839,014
Mission and Program Overview

Mission

Ppau's mission is to empower utahns of all ages to make informed choices about their sexual health, ensure access to affordable, quality health care and education, and protect their right to do so.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,407,038$5,004,572▲ $2,597,534
Land, Buildings, and Equipment, Net$2,648,142$2,531,836▼ $116,306
Cash and Non-Interest-Bearing Accounts$1,098,925$842,656▼ $256,269
Pledges and Grants Receivable$441,683$374,365▼ $67,318
Savings and Temporary Cash Investments$35,612$335,644▲ $300,032
Accounts Receivable$181,193$324,924▲ $143,731
Inventories for Sale or Use$172,580$204,280▲ $31,700
Other Notes and Loans Receivable, Net$69,179$35,029▼ $34,150
Prepaid Expenses and Deferred Charges$4,937$4,937→ $0
Total Assets$7,059,289$9,658,243▲ $2,598,954
Liabilities
Accounts Payable and Accrued Expenses$514,482$354,804▼ $159,678
Total Liabilities$514,482$354,804▼ $159,678
Net Assets / Fund Balance
Unrestricted Net Assets$5,940,508$8,740,223▲ $2,799,715
Temporarily Rstr Net Assets$604,299$563,216▼ $41,083
Total Net Assets Fund Balance$6,544,807$9,303,439▲ $2,758,632
Total Liabilities and Net Assets / Fund Balance$7,059,289$9,658,243▲ $2,598,954

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,014,364$1,054,945$3,069,309
Equipment$1$1,328,705$1,328,706
Land$517,471-$517,471
Leasehold Improvements$0$277,386$277,386
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karrie GallowayPresident & CEOFT$159,102$12,099$171,201
Lesley BaileyCFOFT$106,712$6,731$113,443

Board Members and Trustees

NameTitle
Del DraperChair
Katherine VentiVice Chair
Aharon Shulimson MdBoard Member
Beth Noymer LevineBoard Member
Cara HeuserBoard Member
Crystal Young-otterstromBoard Member
Danielle Watters MarzelliBoard Member
David MidgetBoard Member
Forrest CrawfordBoard Member
Gabriella BlanchardBoard Member
Jazmin MartinezBoard Member
Jennifer FedewaBoard Member
Jenny Bell MdBoard Member
Mary Ann MartindaleBoard Member
Nancy SassanoBoard Member
Neil WebsterBoard Member
Nora Trinidad-scholleBoard Member
Samatha CastletonBoard Member
Sara SimonsenBoard Member
Tania KnauerBoard Member
Taylor SnyderBoard Member
Therus Kolff MdBoard Member
Tina RugaBoard Member
Trina EyringBoard Member
Alexandra Eller MdSecretary
Brandi SimpsonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Priority HealthcareContraception SuppliesPO BOX 978510, Dallas, TX 75397$538,499
Dixon ShaneMedical SuppliesPO BOX 935485, Atlanta, GA 31193$411,042
Utah Department Of HealthLab Services4431 SOUTH 2700 WEST, Taylorsville, UT 84129$374,949
American ExpressGeneral ExpensesPO BOX 650448, Dallas, TX 75265$346,296
Paraguard DirectContraception Supplies12601 COLLECTION CENTER DR, Chicago, IL 60693$277,994
Revenue and Support

Revenue Composition

Contributions and Grants
$6,339,171
Program Service Revenue
$5,266,671
Investment Income
$59,844
Other Revenue
$0
All Other Contributions
$2,678,388
Change in Net Assets
$2,548,728

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,665,686
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$209,904
Total Revenue per Audited Statements
$11,875,590
Total Revenue per Form 990
$11,665,686
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,730,805
Other Expenses$4,363,153
Total Fundraising Expense$226,562
Grants and Similar Amounts Paid$23,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,781,289$764,612$93,295$3,639,196
All Other Expenses$308,981$289,805$44,950$643,736
Other Employee Benefits$307,813$105,067$10,997$423,877
Current Officers, Directors, Trustees, and Key Employees$42,074$250,043$9,082$301,199
Payroll Taxes$210,934$74,702$7,610$293,246
Occupancy$217,905$20,220-$238,125
Depreciation Depletion-$203,182-$203,182
Fees for Services Other$80,820$99,119$5,230$185,169
Other Expenses$164,614$33,355$3,073$164,614
Advertising$98,301$15,644$45,858$159,803
Insurance$131,695$14,799-$146,494
Office Expenses$70,116$18,273$649$89,038
Pension Plan Contributions$60,788$10,709$1,790$73,287
Travel$30,273$30,609$1,858$62,740
Fees for Services Legal$19,420$23,817$1,256$44,493
Fees for Services Accounting$14,131$17,329$914$32,374
Grants to Domestic Orgs$23,000--$23,000
Total Functional Expenses$6,915,832$1,974,564$226,562$9,116,958

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,116,958
Total Expenses per Audited Statements$9,116,958
Total Expenses per Form 990$9,116,958
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Planned Parenthood Action CouSalt Lake City, UT501(c)(4)Support for Womens Health Issues$23,000
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
Audit committee
Yes
Backup withholding compliance
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
Yes
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 A, Line 4

Updated bylaws and mission statement.

Form 990, Part VI, Section B, Line 11B

Ppau's cfo receives the draft copy of the auditor prepared irs form 990 for review prior to filing. Once the draft is received, the cfo will disseminate the copy to all members of the board of directors and the president/ceo for additional review.

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

All board members are required to sign a conflict of interest statement. All ongoing transactions of the organization are monitored to be in compliance with this policy.

Form 990, Part VI, Section B, Line 15

Market evaluations are performed for all officers, directors and key employees on a biennial basis.

Form 990, Part VI, Section C, Line 19

The organization makes its tax returns, financial statements, and various other information available on www.guidestar.org. In addition, donors and banks are provided financial information on an as-needed basis. Other governing documents are available from the organization upon request.

Filing and Contact Details

Filer

Filer Name
Planned Parenthood Association of Utah
EIN
87-0288909
Phone
8015321586
Address
654 SOUTH 900 EAST, SALT LAKE CITY, UT 84102

Signing Officer

Name
Karrie Galloway
Title
Executive Director
Phone
8015321586
Signed
2018-03-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karrie Galloway
Formed
1965
Legal Domicile
Ut
Voting Board Members
26
Independent Board Members
26
Employees
158
Volunteers
129

Preparer

Firm
Eide Bailly Llp
Address
5 TRIAD CENTER STE 600, SALT LAKE CITY, UT 84180-1106
Preparer
Mark C Furniss CPA
Phone
8015322200
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

Ppau is organized as a utah nonprofit corporation and has been recognized by the internal revenue service (irs) as exempt from federal income taxes under section 501(a) of the internal revenue code as an organization described in section 501(c)(3), that qualifies for the charitable contribution deduction under section 170(b)(1)(a)(vi), and has been determined not to be a private foundation under section 509(a)(1). Ppac is organized as a utah nonprofit corporation and has been recognized by the irs as exempt from federal income taxes under section 501(a) of the internal revenue code as an organization described in section 501(c)(4). The organizations are required to file a return of organization exempt from income tax (form 990) annually with the irs. In addition, the entities are subject to income tax on net income that is derived from business activities that are unrelated to their exempt purposes. Each entity has determined it is not subject to unrelated business income tax and has not filed an exempt organization business income tax return (form 990-t) with the irs. Each entity believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The entities would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred.

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IRS990/ActivityOrMissionDesc0PPAU'S MISSION IS TO EMPOWER UTAHNS OF ALL AGES TO MAKE INFORMED CHOICES ABOUT THEIR SEXUAL HEALTH, ENSURE ACCESS TO AFFORDABLE, QUALITY HEALTH CARE AND EDUCATION, AND PROTECT THEIR RIGHT TO DO SO.
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IRS990/Form990PartVIISectionAGrp/PersonNm3ALEXANDRA ELLER MD
IRS990/Form990PartVIISectionAGrp/PersonNm4JENNY BELL MD
IRS990/Form990PartVIISectionAGrp/PersonNm5SAMATHA CASTLETON
IRS990/Form990PartVIISectionAGrp/PersonNm6TRINA EYRING
IRS990/Form990PartVIISectionAGrp/PersonNm7JENNIFER FEDEWA
IRS990/Form990PartVIISectionAGrp/PersonNm8THERUS KOLFF MD
IRS990/Form990PartVIISectionAGrp/PersonNm9BETH NOYMER LEVINE
IRS990/Form990PartVIISectionAGrp/PersonNm10TINA RUGA
IRS990/Form990PartVIISectionAGrp/PersonNm11AHARON SHULIMSON MD
IRS990/Form990PartVIISectionAGrp/PersonNm12TAYLOR SNYDER
IRS990/Form990PartVIISectionAGrp/PersonNm13DANIELLE WATTERS MARZELLI
IRS990/Form990PartVIISectionAGrp/PersonNm14NEIL WEBSTER
IRS990/Form990PartVIISectionAGrp/PersonNm15GABRIELLA BLANCHARD
IRS990/Form990PartVIISectionAGrp/PersonNm16FORREST CRAWFORD
IRS990/Form990PartVIISectionAGrp/PersonNm17CRYSTAL YOUNG-OTTERSTROM
IRS990/Form990PartVIISectionAGrp/PersonNm18CARA HEUSER
IRS990/Form990PartVIISectionAGrp/PersonNm19TANIA KNAUER
IRS990/Form990PartVIISectionAGrp/PersonNm20MARY ANN MARTINDALE
IRS990/Form990PartVIISectionAGrp/PersonNm21JAZMIN MARTINEZ
IRS990/Form990PartVIISectionAGrp/PersonNm22DAVID MIDGET
IRS990/Form990PartVIISectionAGrp/PersonNm23NANCY SASSANO
IRS990/Form990PartVIISectionAGrp/PersonNm24SARA SIMONSEN
IRS990/Form990PartVIISectionAGrp/PersonNm25NORA TRINIDAD-SCHOLLE
IRS990/Form990PartVIISectionAGrp/PersonNm26LESLEY BAILEY
IRS990/Form990PartVIISectionAGrp/PersonNm27KARRIE GALLOWAY
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt23BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt24BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt25BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt26CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt27PRESIDENT & CEO
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IRS990/GamingActivitiesInd00
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IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.0$2.39$21.6$11.5$15.8$4.29
2023Detailed filing. Detailed filing data is available for this year.$26.5$2.22$24.3$15.7$12.9$2.74
2022Detailed filing. Detailed filing data is available for this year.$24.4$0.88$23.5$19.3$10.8$8.49
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.4$0.84$16.5$11.0$10.3$0.72
2020Detailed filing. Detailed filing data is available for this year.$16.1$0.91$15.2$11.3$10.5$0.74
2019Detailed filing. Detailed filing data is available for this year.$14.6$0.47$14.2$11.7$10.1$1.56
2018Detailed filing. Detailed filing data is available for this year.$12.2$0.43$11.8$12.2$10.00$2.22
2017Detailed filing. Detailed filing data is available for this year.$9.66$0.35$9.30$11.7$9.12$2.55
2016Detailed filing. Detailed filing data is available for this year.$7.06$0.51$6.54$10.3$8.86$1.40
2015Detailed filing. Detailed filing data is available for this year.$5.47$0.32$5.15$8.32$7.89$0.44
2014Detailed filing. Detailed filing data is available for this year.$5.12$0.42$4.70$7.57$7.09$0.48
2013Summary only. Only limited summary data is available for this year.$4.74$0.59$4.15$6.90$7.09$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.17$0.88$4.29$6.97
2011Summary only. Only limited summary data is available for this year.$4.95$0.96$3.99$6.98$6.61$0.36
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $10M-$25M nonprofits