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← PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA INC

Form 990 for tax year 2023

Filed by PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA INC.

Totals

Total revenue
$30,886,635
Total expenses
$33,982,559
Contributions and grants received
$11,572,697
Grants paid
$0
Program service revenue
$17,267,106
Investment income
$2,110,399
Other revenue
-$63,567
Total assets, end of year
$56,370,030
Total liabilities, end of year
$12,045,982
Net assets or fund balances, end of year
$44,324,048
Program services expenses (Part IX)
$30,480,862
Management and general expenses
$1,687,374
Fundraising expenses
$1,814,323
Program service expenses (Part III)
$30,480,862

Program services were 89.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $2,135,106

  • 1f · All other contributions, gifts and grants

    $9,437,591

  • 2a · Program service revenue: MEDICAL SERVICES

    total $17,084,847 · related or exempt $17,084,847

  • 2b · Program service revenue: CONTRACTED SERVICES

    total $182,259 · related or exempt $182,259

  • 3 · Investment income

    total $1,238,034 · excluded $1,238,034

  • 7a · Gross sales of assets other than inventory

    securities $10,203,154

  • 7b · Less cost or other basis and sales expenses

    securities $9,330,789

  • 7c · Gain or loss

    securities $872,365

  • 7d · Net gain or loss

    total $872,365 · excluded $872,365

  • 8a · Fundraising events: gross income

    $326,550

  • 8a · Fundraising events: contributions included on line 1c

    $2,135,105

  • 8b · Fundraising events: direct expenses

    $547,134

  • 8c · Net income from fundraising events

    total -$220,584 · excluded -$220,584

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $157,017 · related or exempt $157,017

  • 11e · Other revenue, total

    $157,017

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $589,532 · program services $135,592 · management and general $235,813 · fundraising $218,127

  • 6 · Compensation of disqualified persons

    total $15,235,424 · program services $13,574,023 · management and general $778,879 · fundraising $882,522

  • 8 · Pension plan contributions

    total $607,659 · program services $561,095 · management and general $22,650 · fundraising $23,914

  • 9 · Other employee benefits

    total $1,729,838 · program services $1,544,361 · management and general $92,158 · fundraising $93,319

  • 10 · Payroll taxes

    total $1,200,311 · program services $1,065,904 · management and general $66,937 · fundraising $67,470

  • 11b · Fees: legal

    total $94,856 · program services $77,219 · management and general $8,978 · fundraising $8,659

  • 11c · Fees: accounting

    total $91,750 · program services $74,690 · management and general $8,684 · fundraising $8,376

  • 11f · Fees: investment management

    total $2,261 · program services $1,996 · management and general $110 · fundraising $155

  • 11g · Fees: other

    total $1,748,405 · program services $1,460,809 · management and general $133,615 · fundraising $153,981

  • 12 · Advertising and promotion

    total $137,047 · program services $106,578 · management and general $21,587 · fundraising $8,882

  • 13 · Office expenses

    total $226,832 · program services $158,545 · management and general $25,701 · fundraising $42,586

  • 14 · Information technology

    total $811,187 · program services $660,354 · management and general $76,781 · fundraising $74,052

  • 16 · Occupancy

    total $1,337,989 · program services $1,273,088 · management and general $33,419 · fundraising $31,482

  • 19 · Conferences, conventions and meetings

    total $384,512 · program services $343,366 · management and general $15,223 · fundraising $25,923

  • 20 · Interest

    total $215,947 · program services $182,020 · management and general $16,392 · fundraising $17,535

  • 22 · Depreciation, depletion and amortization

    total $812,340 · program services $745,762 · management and general $28,101 · fundraising $38,477

  • 23 · Insurance

    total $696,508 · program services $672,281 · management and general $12,190 · fundraising $12,037

  • 24a · Other expenses: MEDICAL SERVICES

    total $5,404,546 · program services $5,404,546

  • 24b · Other expenses: SPECIAL INITIATIVE EXPE

    total $665,000 · program services $665,000

  • 24c · Other expenses: BAD DEBT

    total $382,540 · program services $382,540

  • 24d · Other expenses: BANK AND CREDIT CARD FE

    total $348,399 · program services $304,990 · management and general $1,264 · fundraising $42,145

  • 24e · All other expenses

    total $1,259,676 · program services $1,086,103 · management and general $108,892 · fundraising $64,681

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,098,568 · end of year $6,339,617

  • 2 · Savings and temporary cash investments

    beginning of year $1,275,383 · end of year $1,336,309

  • 3 · Pledges and grants receivable

    beginning of year $642,039 · end of year $813,042

  • 4 · Accounts receivable

    beginning of year $541,980 · end of year $762,844

  • 9 · Prepaid expenses and deferred charges

    beginning of year $471,979 · end of year $360,754

  • 10a · Land, buildings and equipment: cost or other basis

    $23,054,529

  • 10b · Land, buildings and equipment: accumulated depreciation

    $11,248,444

  • 10c · Land, buildings and equipment, net

    beginning of year $12,243,411 · end of year $11,806,085

  • 11 · Investments: publicly traded securities

    beginning of year $34,680,895 · end of year $31,467,224

  • 12 · Investments: other securities

    beginning of year $1,646,430 · end of year $1,794,715

  • 15 · Other assets

    beginning of year $1,566,432 · end of year $1,689,440

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,277,050 · end of year $2,624,498

  • 19 · Deferred revenue

    beginning of year $300,200 · end of year $2,452,841

  • 20 · Tax-exempt bond liabilities

    beginning of year $5,854,525 · end of year $5,863,599

  • 25 · Other liabilities

    beginning of year $1,291,575 · end of year $1,105,044

  • 27 · Net assets without donor restrictions

    beginning of year $41,881,504 · end of year $40,475,734

  • 28 · Net assets with donor restrictions

    beginning of year $3,562,263 · end of year $3,848,314

Mission and programs · 2023

Mission

THE MISSION OF PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. IS TO PROVIDE AFFORDABLE ACCESS TO COMPREHENSIVE REPRODUCTIVE HEALTHCARE AND ACCURATE HEALTH INFORMATION THROUGH PATIENT CARE, EDUCATION, AND ADVOCACY.

Activities or mission (Part I)

THE MISSION OF PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. IS TO ENSURE THE RIGHT OF ALL INDIVIDUALS TO MANAGE THEIR SEXUAL AND REPRODUCTIVE HEALTH BY PROVIDING MEDICAL SERVICES, EDUCATION, AND ADVOCACY.

  • MEDICAL AND HEALTH CARE SERVICES - PROVIDING SEXUAL HEALTH CARE TO MORE THAN 38,000 PATIENTS ANNUALLY.PPSWCF POLICIES AND PRACTICES PRESERVE INDIVIDUAL DIGNITY AND RESPECT PERSONAL PRIVACY WHILE EMPOWERING OTHERS TO MAKE AND IMPLEMENT RESPONSIBLE REPRODUCTIVE DECISIONS. WE PROVIDE THE FOLLOWING MEDICAL AND MEDICAL EDUCATION SERVICES: * PREGNANCY TESTING AND OPTIONS EDUCATION * BIRTH CONTROL * ABORTION SERVICES * SEXUAL HEALTH EDUCATION, INFORMATION AND HEALTH COUNSELING * LIFE SAVING CANCER SCREENINGS * PREVENTION AND TREATMENT OF STDS * BREAST HEALTH SERVICES * REFERRALS FOR ADOPTION * REFERRALS FOR OTHER MEDICAL AND SOCIAL SERVICES * COLPOSCOPY AND LEEP PROCEDURES: REMOVAL OF POTENTIALLY CANCEROUS CERVICAL TISSUES * MENOPAUSE SERVICES * IMPLEMENTATION OF AN ENHANCED NEW EMR (ELECTRONIC MEDICAL RECORDS)

    Expenses $27,697,576 · Revenue $17,735,155

  • OUTREACH EDUCATION PROGRAMS - REACHING MORE THAN 230,000 CONTACTS WITH MESSAGES OF PREVENTION AND RESPONSIBILITY.PLANNED PARENTHOOD PROVIDES AGE-APPROPRIATE, ABSTINENCE-BASED, MEDICALLY ACCURATE AND COMPREHENSIVE SEXUALITY EDUCATION INFORMATION AND RESOURCES TO THE SOUTHWEST AND CENTRAL FLORIDA COMMUNITY, ACCEPTING A LEADERSHIP ROLE IN DEALING WITH A RANGE OF ISSUES. WE OFFER THE FOLLOWING EDUCATIONAL SERVICES TO PARENTS, YOUNG PEOPLE, EDUCATORS AND STAFF WORKING WITH YOUNG PEOPLE: *FAMILY PLANNING AND HUMAN SEXUALITY INFORMATION *WORKSHOPS ON PARENTING, DECISION-MAKING, ABSTINENCE, COMMUNICATION SKILL-BUILDING, PREGNANCY, DISEASE PREVENTION AND OTHER PROGRAMS DESIGNED TO ENHANCE HUMAN SEXUALITY LEARNING IN THE FAMILY *TRAINING SEMINARS FOR EDUCATORS, HEALTH CARE AND SOCIAL SERVICE PROFESSIONALS *ADVOCACY FOR PATIENT CARE AND FAMILY PLANNING ISSUES *SPEAKERS FOR SERVICE AGENCIES, BUSINESS AND INDUSTRY AND CIVIC GROUPS

    Expenses $974,064 · Revenue $437,427

  • PUBLIC AFFAIRS AND ADVOCACY - ENGAGING MORE THAN 40,000 VOLUNTEER ADVOCATES. PPSWCF INITIATES ADVOCACY EFFORTS, PRIMARILY THROUGH VOLUNTEER ENGAGEMENT AND COORDINATED EFFORTS TO PROMOTE FAMILY PLANNING SERVICES AND ADVOCATE FOR REPRODUCTIVE HEALTH CARE POLICIES THAT WILL PROMOTE PREVENTATIVE HEALTH CARE SERVICES AND EDUCATION PROGRAMS. PPSWCF BELIEVES THAT EVERY COMMUNITY MEMBER SHOULD HAVE ACCESS TO SAFE, ACCURATE, AND EFFECTIVE REPRODUCTIVE HEALTH SERVICES AND WORKS TO ELIMINATE BARRIERS TO COMPASSIONATE, QUALITY CARE AND EDUCATION, SO THAT ALL PEOPLE CAN MAKE INFORMED, PRIVATE AND RESPONSIBLE CHOICES.

    Expenses $1,809,222 · Revenue $339,458

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • LORI BAGGETT

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • DENNIS REES

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    10

  • BRENDA SHERIDAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • KATE LANNAMANN

    CHAIR

    Total calculated
    $0
    Hours/week
    10

  • LAURIE COWAN PHILLIPS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • LAVERNE GREEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • KARLA JONES-WILSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • LINDA L FLEMING

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DR JON YENARI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • TERRY BRACKETT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • TONY FISHER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • KAREN SCHMITT

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • ELLEN SEIDENSTICKER

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    10

  • MARY BRAXTON-JOSEPH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    10

  • CARMEN ALEXANDER

    CHIEF OF STAFF

    Total calculated
    $154,617
    From this org
    $137,860
    From related orgs
    $0
    Other
    $16,757
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,860
    Bonus
    $0
    Other
    $0
    Deferred
    $8,272
    Nontaxable benefits
    $8,485
    Filer's total
    $154,617

  • SARA GOLDING-SCHER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • COTRENIA HOOD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • RACHEL HUMPHREY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • GRETCHEN LETTERMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • CHRISTINA RODRIGUEZ

    DIRECTOR OF HEALTH CENTER OPERATIONS

    Total calculated
    $115,148
    From this org
    $100,240
    From related orgs
    $0
    Other
    $14,908
    Hours/week
    40

  • ALESSANDRA JURTINUS

    APRN

    Total calculated
    $116,791
    From this org
    $100,504
    From related orgs
    $0
    Other
    $16,287
    Hours/week
    40

  • MISHYA NISHIOKA

    DIRECTOR OF GAHT SERVICES/LEAD CLINICIAN

    Total calculated
    $156,356
    From this org
    $133,313
    From related orgs
    $0
    Other
    $23,043
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,313
    Bonus
    $0
    Other
    $0
    Deferred
    $7,999
    Nontaxable benefits
    $15,044
    Filer's total
    $156,356

  • PRATIMA PERSAUD-BANKS

    DIRECTOR OF PHILANTHROPY

    Total calculated
    $107,760
    From this org
    $100,801
    From related orgs
    $0
    Other
    $6,959
    Hours/week
    40

  • JESSICA MORELAND

    IT DIRECTOR

    Total calculated
    $121,739
    From this org
    $101,666
    From related orgs
    $0
    Other
    $20,073
    Hours/week
    40

  • RAMJEE ADHIKARY

    MANAGER OF IT INRFASTRUCTURE

    Total calculated
    $122,563
    From this org
    $102,231
    From related orgs
    $0
    Other
    $20,332
    Hours/week
    40

  • MAIKA TOUSSAINT

    APRN

    Total calculated
    $110,178
    From this org
    $102,959
    From related orgs
    $0
    Other
    $7,219
    Hours/week
    40

  • RISHIKA AKAVARAM

    INFORMATION SECURITY MANAGER

    Total calculated
    $118,454
    From this org
    $102,959
    From related orgs
    $0
    Other
    $15,495
    Hours/week
    40

  • MICHELLE TARTE

    PHYSICIAN'S ASSISTANT

    Total calculated
    $132,137
    From this org
    $111,485
    From related orgs
    $0
    Other
    $20,652
    Hours/week
    40

  • JAIME MASTROIANNI

    SR. ACCOUNTING MANAGER

    Total calculated
    $119,133
    From this org
    $104,034
    From related orgs
    $0
    Other
    $15,099
    Hours/week
    40

  • KRISTINA CHARDON FELIX

    APRN

    Total calculated
    $122,907
    From this org
    $105,602
    From related orgs
    $0
    Other
    $17,305
    Hours/week
    40

  • GILLIAN DEAN

    VP OF PATIENT SERVICES

    Total calculated
    $130,641
    From this org
    $113,806
    From related orgs
    $0
    Other
    $16,835
    Hours/week
    40

  • MARISON JOSEPH

    APRN

    Total calculated
    $125,368
    From this org
    $105,173
    From related orgs
    $0
    Other
    $20,195
    Hours/week
    40

  • CHRISSY LOUIS-JEAN

    APRN

    Total calculated
    $122,087
    From this org
    $106,312
    From related orgs
    $0
    Other
    $15,775
    Hours/week
    40

  • MEGAN BAINBRIDGE

    APRN

    Total calculated
    $121,355
    From this org
    $101,306
    From related orgs
    $0
    Other
    $20,049
    Hours/week
    40

  • SARA PARROTT

    DIRECTOR OF REVENUE CYCLE

    Total calculated
    $107,220
    From this org
    $107,220
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • SUZANN SMART

    VP OF PHILANTHROPY

    Total calculated
    $112,759
    From this org
    $112,759
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • NICOLE LOCKWOOD

    DIRECTOR OF DATA STRATEGY AND ANALYTICS

    Total calculated
    $117,207
    From this org
    $117,207
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • NAN MORGAN

    CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $123,733
    From this org
    $123,733
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • JAN CHESTER

    VP OF PHILANTHROPY

    Total calculated
    $153,370
    From this org
    $153,370
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,370
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $153,370

  • MARIAN SAMPSON

    STAFF PHYSICIAN

    Total calculated
    $226,249
    From this org
    $226,249
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $226,249
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $226,249

  • LATOYA ROURK

    APRN

    Total calculated
    $123,665
    From this org
    $103,243
    From related orgs
    $0
    Other
    $20,422
    Hours/week
    40

  • COLE CARUSO

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    10

  • STEPHANIE FRAIM

    CEO

    Total calculated
    $410,147
    From this org
    $379,554
    From related orgs
    $0
    Other
    $30,593
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $379,554
    Bonus
    $0
    Other
    $0
    Deferred
    $22,773
    Nontaxable benefits
    $7,820
    Filer's total
    $410,147

  • ROBYN SCHICKLER

    CMO

    Total calculated
    $283,798
    From this org
    $259,790
    From related orgs
    $0
    Other
    $24,008
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $259,790
    Bonus
    $0
    Other
    $0
    Deferred
    $15,587
    Nontaxable benefits
    $8,421
    Filer's total
    $283,798

  • MELISSA MCDONALD

    COO

    Total calculated
    $209,930
    From this org
    $209,930
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $209,930
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $209,930

  • BARBARA ZDRAVECKY

    INTERIM CEO

    Total calculated
    $65,533
    From this org
    $60,522
    From related orgs
    $0
    Other
    $5,011
    Hours/week
    40

  • TANYA SHREVE

    PHYSICIAN'S ASSISTANT

    Total calculated
    $148,459
    From this org
    $130,764
    From related orgs
    $0
    Other
    $17,695
    Hours/week
    40

  • JACQUELINE STAAL

    SR. LEAD CLINICIAN

    Total calculated
    $144,652
    From this org
    $122,459
    From related orgs
    $0
    Other
    $22,193
    Hours/week
    40

  • SARAH SHUNKWILER

    STAFF PHYSICIAN

    Total calculated
    $224,623
    From this org
    $211,330
    From related orgs
    $0
    Other
    $13,293
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $211,330
    Bonus
    $0
    Other
    $0
    Deferred
    $12,680
    Nontaxable benefits
    $613
    Filer's total
    $224,623

  • MAGDA LOPEZ-ROSA

    ASSOCIATE DIRECTOR OF FAMILY PLANNING

    Total calculated
    $154,641
    From this org
    $137,098
    From related orgs
    $0
    Other
    $17,543
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,098
    Bonus
    $0
    Other
    $0
    Deferred
    $8,226
    Nontaxable benefits
    $9,317
    Filer's total
    $154,641

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Housing allowance or residence for personal use
  • 1a · Personal services (maid, chauffeur, chef)
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Provenance

Return type
form_990
Tax year
2023
Filed
1 May 2025
IRS schema version
2023v6.0
Source object
202541299349301009

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