Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
PLANNED PARENTHOOD AFFILIATES OF MI
Employer identification number
38-2346424
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization?
................
11g(i)
(ii)
a family member of a person described in (i) above?
......................
11g(ii)
(iii)
a 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of support?
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3..
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public Support. Subtract line 5 from line 4.
Section B. Total Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
7
Amounts from line 4..
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..
11
Total support (Add lines 7 through 10).
12
Gross receipts from related activities, etc. (See instructions.)
..................
12
13
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here..........................................
Section C. Computation of Public Support Percentage
14
Public Support Percentage for 2010 (line 6 column (f) divided by line 11 column (f))
.........
14
15
Public Support Percentage for 2009 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2010.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
......................
b
33 1/3% support test—2009.
If the organization did not check the box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2010.
If the organization did not check a box on line 13, 16a, or 16b and line 14
is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported
organization
..................................................
b
10%-facts-and-circumstances test—2009.
If the organization did not check a box on line 13, 16a, 16b, or 17a and line
15 is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported organization
..............................................
18
Private Foundation
If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
instructions
...................................................
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
232,865
282,838
371,961
397,759
292,810
1,578,233
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
232,865
282,838
371,961
397,759
292,810
1,578,233
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public Support (Subtract line 7c from line 6.)
1,578,233
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
9
Amounts from line 6...
232,865
282,838
371,961
397,759
292,810
1,578,233
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
6,075
7,563
4,901
1,190
180
19,909
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
6,075
7,563
4,901
1,190
180
19,909
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
13
Total support (Add lines 9, 10c, 11 and 12.).
238,940
290,401
376,862
398,949
292,990
1,598,142
14
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public Support Percentage for 2010 (line 8 column (f) divided by line 13 column (f))
.........
15
98.750 %
16
Public support percentage from 2009 Schedule A, Part III, line 15
...............
16
98.240 %
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2010 (line 10c column (f) divided by line 13 column (f))
......
17
1.000 %
18
Investment income percentage from 2009 Schedule A, Part III, line 17
.............
18
2.000 %
19a
33 1/3% support tests—2010.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3% and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
..........
b
33 1/3% support tests—2009.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
....
20
Private Foundation
If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information.
Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2010
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
PLANNED PARENTHOOD AFFILIATES OF MI
Employer identification number
38-2346424
Identifier
Return Reference
Explanation
EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITS
FORM 990, PAGE 1, PART I, LINE 6
BOARD MEMBERS SERVE IN VOLUNTARY CAPACITY. OTHER VOLUNTEERS ASSIST IN PUBLIC EDUCATION AND DISEMINATING INFORMATION TO INTERESTED PARTIES.
CLASSES OF MEMBERS OR STOCKHOLDERS
FORM 990, PAGE 6, PART VI, LINE 6
MEMBERS.
ELECTION OF MEMBERS AND THEIR RIGHTS
FORM 990, PAGE 6, PART VI, LINE 7A
BOARD APPROVES PROSPECTIVE MEMBERS.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
FORM 990, PAGE 6, PART VI, LINE 11B
PLANNED PARENTHOOD AFFILIATES OF MICHIGAN IS AUDITED ANNUALLY BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM. THE PURPOSE OF THE AUDIT IS TO PROVIDE THE BOARD WITH CURRENT INFORMATION REGARDING THE ADEQUACY OF THE INTERNAL CONTROL STRUCTURE; THE LEVEL OF COMPLIANCE WITH THE LAWS, RULES AND REGULATIONS GOVERNING TRANSACTIONS; AND THE QUALITY OF THE FINANCIAL SYSTEM AND STATEMENTS. THE BOARD SELECTS THE CPA FIRM TO PERFORM THE AUDIT. A COMMITTEE OF THE BOARD WILL MEET WITH THE AUDITOR AT THE CONCLUSION OF THE AUDIT. THE EXECUTIVE COMMITTEE WILL DETERMINE WHETHER OR NOT THE AUDITOR WILL MEET WITH THE BOARD. AT LEAST EVERY THREE YEARS, THE AUDIT WILL BE PUT OUT FOR BID. WHENEVER THE TOTAL OF FEDERAL FUNDS EXPENDED EXCEEDS 300,000, THE AUDIT SHALL MEET THE REQUIREMENTS OF OMB CIRCULAR A-133. THE EXECUTIVE DIRECTOR IS THE PRIMARY CONTACT WITH THE AUDIT FIRM. THE AUDITOR IS EXPECTED TO REPORT ANY IRREGULARITIES OR IMPROPRIETIES TO THE BOARD. NEAR THE CONCLUSION OF THE AUDIT, THE EXECUTIVE DIRECTOR MEETS WITH THE AUDITOR TO REVIEW A DRAFT OF THE AUDIT REPORT. SHORTLY AFTER THE FINAL AUDIT REPORT IS ISSUED, THE BOARD, AND OR THE FINANCE COMMITTEE, MEETS WITH THE AUDITOR TO REVIEW THE AUDIT REPORT.
ENFORCEMENT OF CONFLICTS POLICY
FORM 990, PAGE 6, PART VI, LINE 12C
THE MEMBERS OF THE BOARD OF DIRECTORS, THE MANAGEMENT AND THE STAFF OF PLANNED PARENTHOOD AFFILIATES OF MICHIGAN ARE EXPECTED TO: 1. DEMONSTRATE THE HIGHEST STANDARDS OF PERSONAL INTEGRITY AND HONESTY WHEN EXECUTING THEIR DUTIES AND RESPONSIBILITIES 2. NOT REALIZE ANY INAPPROPRIATE PERSONAL GAIN FROM THE PERFORMANCE OF THEIR DUTIES WITH THE LETTER AND SPIRIT OF THE RULES AND REGULATIONS THAT GOVERN THE AGENCY'S ACTIVITIES 3. AVOID ANY INTEREST OR ACTIVITY THAT IS IN CONFLICT WITH THE CONDUCT OF THEIR DUTIES OR IS A CONFLICT OF INTEREST 4. SUPPORT, IMPLEMENT, AND PROMOTE EQUAL EMPLOYMENT OPPURTUNITY THROUGH RECRUITMENT, SELECTION, AND ADVANCEMENT OF QUALIFIED PEOPLE 5. MINIMIZE ALL FORMS OF ILLEGAL DISCRIMINATION, FRAUD, AND MISMANAGEMENT OF THE AGENCY'S FUNDS, AND SUPPORT EFFORTS TO CORRECT SUCH DISCRIMINATION 6. SERVE THE AGENCY'S COMMUNITY CONTACTS WITH RESPECT, CONCERN, COURTESY,AND RESPONSIVENESS. 7. RESPECT AND PROTECT ANY PRIVILEGED INFORMATION THAT IS USED IN THE COURSE OF THEIR DUTIES AND RESPONSIBILITIES. 8. EXERCISE THE AUTHORITY GRANTED THEM TO PROMOTE THE AGENCY'S INTERESTS. 9. STRIVE FOR PERSONAL PROFESSIONAL EXCELLENCE AND ACCEPT AS A PERSONAL DUTY THE RESPONSIBILITY TO KEEP UP-TO-DATE ON EMERGING ISSUES
COMPENSATION PROCESS FOR TOP OFFICIAL
FORM 990, PAGE 6, PART VI, LINE 15A
WAGES ARE REIMBURSED BY PLANNED PARENTHOOD MID AND SOUTH MICHIGAN (PPSM). PPSM IMPLEMENTS WAGES THAT REFLECT THE OUTSTANDING CAPABILITIES OF ITS EMPLOYEES. THE PRIMARY OBJECTIVE OF ITS COMPENSATION PROGRAMS IS TO ENCOURAGE AND REINFORCE THE ATTRACTION AND RETENTION OF TALENTED AND DEDICATED EMPLOYEES. WAGE AND SALARY RANGES ARE REVIEWED ANNUALLY AND SUBJECT TO BUDGET CONSTRAINTS, ARE DESIGNED TO REFLECT COMPETIVENESS AND EQUITY BASED ON INTERNAL AND EXTERNAL FACTORS.
COMPENSATION PROCESS FOR OFFICERS
FORM 990, PAGE 6, PART VI, LINE 15B
SEE RESPONSE TO 15A
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
FORM 990, PAGE 6, PART VI, LINE 19
IF REQUESTED, PLANNED PARENTHOOD AFFILIATES OF MI MAKES AVAILABLE THE BYLAWS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.