Nonprofit · EIN 94-1583439
PLANNED PARENTHOOD MAR MONTE INC
Tax-exempt · SAN JOSE, CA 95126
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $150,470,060 | $161,652,531 | -$11,182,471 | $197,113,075 | $77,690,899 | $119,422,176 |
| June 30, 2024 | 990 | $150,032,173 | $147,564,462 | $2,467,711 | $182,372,088 | $52,331,408 | $130,040,680 |
| June 30, 2023 | 990 | $129,470,266 | $134,894,885 | -$5,424,619 | $175,226,831 | $50,997,199 | $124,229,632 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $25,619,992
- of which government grants
- $4,905,669
- Program service revenue
- $120,939,418
- Investment income
- $3,329,045
- Net rental income
- $139,699
- Net gain from sales of assets
- $661,308
- Net income from fundraising events
- -$356,511
- Other revenue
- $581,605
Expenses
- Grants and similar amounts paid
- $822,500
- Compensation of officers, directors and key employees
- $2,834,447
- Other salaries and wages
- $73,179,383
- Salaries, compensation and benefits (total)
- $94,540,558
- Professional fundraising fees
- $0
- Legal fees
- $589,490
- Accounting fees
- $161,251
- Occupancy
- $11,596,847
- Travel
- $1,254,644
- Depreciation
- $7,409,300
- Program services (functional)
- $136,905,860
- Management and general (functional)
- $20,181,880
- Fundraising (functional)
- $4,564,791
Balance sheet and other
- Total assets, start of year
- $182,372,088
- Total assets, end of year
- $197,113,075
- Total liabilities, end of year
- $77,690,899
- Net assets, end of year
- $119,422,176
- Land, buildings and equipment
- $65,352,353
- Publicly traded securities
- $47,096,733
- Net assets without donor restrictions
- $113,458,808
- Net assets with donor restrictions
- $5,963,368
- Gross receipts
- $154,588,478
- Employees
- 1,000
- Volunteers
- 423
- Year formed
- 1963
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STACY CROSS | PRESIDENT & CEO Trustee or director, Officer | 40 | $780,501 | $67,545 |
| LAURA DALTON DO MBA | CHIEF MEDICAL OPERATING OFFICER Key employee | 40 | $680,505 | $36,587 |
| THOMAS MOTSIFF | CHIEF ADMIN & FINANCIAL OFFICER Officer | 40 | $522,229 | $55,584 |
| MARGAUX LAZARIN DO MPH | SENIOR MEDICAL DIRECTOR Highest-paid employee | 40 | $444,889 | $33,232 |
| ANDREW ADAMS | CHIEF OF STAFF & HEAD OF STRAT COMM Highest-paid employee | 40 | $340,939 | $47,383 |
| ABRAHAM CABEBE MD | SUPERVISING PHYSICIAN Highest-paid employee | 32 | $293,174 | $39,221 |
| NAMRATA MASTEY MD | ASSOCIATE MEDICAL DIRECTOR Highest-paid employee | 40 | $304,826 | $17,069 |
| MORGAN THEIS MD | SUPERVISING PHYSICIAN Highest-paid employee | 40 | $295,819 | $15,109 |
| SHAWHEEN MORIDI | GEN COUNSEL & CHIEF COMPL OFFICER Key employee | 40 | $263,990 | $35,470 |
| REBECCA SCHUETT | CHIEF DEVELOPMENT OFFICER Key employee | 40 | $174,155 | $4,647 |
| LORI ANN GUY | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| GWEN MCDONALD | IMMEDIATE PAST CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| STELLA YING | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| GABRIEL STRICKER | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| KIM BARBER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA BERKLEY | BOARD MEMBER Trustee or director | 1 | $0 |
| PAM CONELLY | BOARD MEMBER Trustee or director | 1 | $0 |
| VICTORIA COOLBAUGH | BOARD MEMBER Trustee or director | 1 | $0 |
| REEMA DIRKS PHARMD | BOARD MEMBER Trustee or director | 1 | $0 |
| JESSE DOROGUSKER | BOARD MEMBER Trustee or director | 1 | $0 |
| LETICIA GARCIA | BOARD MEMBER Trustee or director | 1 | $0 |
| MARIA GARCIA | BOARD MEMBER Trustee or director | 1 | $0 |
| MARISA KOLOKOTRONIS | BOARD MEMBER Trustee or director | 1 | $0 |
| DONYA NASSER | BOARD MEMBER Trustee or director | 1 | $0 |
| ANDRES RAMOS | BOARD MEMBER Trustee or director | 1 | $0 |
| DEBRA ROBINS | BOARD MEMBER Trustee or director | 1 | $0 |
| COLE WILBUR | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 28 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STACY M CROSS | PRESIDENT & CEO Trustee or director, Officer | 40 | $644,241 | $64,606 |
| LAURA DALTON DO MBA | CHIEF MEDICAL OPERATING OFFICER Key employee | 40 | $601,688 | $29,102 |
| THOMAS MOTSIFF | CHIEF ADMIN & FINANCIAL OFFICER Officer | 40 | $466,131 | $30,663 |
| MEGHAN MACALUSO | CHIEF DEV OFFICER THROUGH 8/2023 Key employee | 40 | $413,892 | $8,975 |
| MARGAUX LAZARIN MD MPH | SENIOR MEDICAL DIRECTOR Highest-paid employee | 40 | $383,335 | $29,277 |
| KATHRYN SCHUBERT FRITZ | GEN COUNSEL & CCO THRU 1/2024 Key employee | 40 | $364,111 | $27,088 |
| JESSICA HAMILTON MD | ASSOCIATE MEDICAL DIRECTOR Highest-paid employee | 40 | $361,175 | $13,189 |
| ABRAHAM CABEBE MD | SUPERVISING PHYSICIAN Highest-paid employee | 32 | $313,052 | $40,815 |
| JOANNE PARISE | VICE PRESIDENT, FINANCE Highest-paid employee | 40 | $299,151 | $33,658 |
| ANDREW ADAMS | CHIEF OF STAFF & HEAD OF STRAT COMMS Highest-paid employee | 40 | $300,450 | $21,399 |
| SHAWHEEN MORIDI | GEN COUNSEL & CHIEF COMPL OFFICER Key employee | 40 | $247,709 | $13,899 |
| GWEN MCDONALD | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| LORI ANN GUY | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| MARIA GARCIA | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| STELLA YING | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| LISA BERKLEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PAM CONELLY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| VICTORIA COOLBAUGH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| REEMA DIRKS PHARMD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JESSE DOROGUSKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ALEXANDRA EDWARDS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LETICIA GARCIA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARISA KOLOKOTRONIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DONYA NASSER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ANDRES RAMOS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LEAH RUBIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GABRIEL STRICKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| COLE WILBUR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STACY CROSS | PRESIDENT & CEO Trustee or director, Officer | 40 | $669,149 | $56,522 |
| LAURA DALTON DO MBA | CHIEF MEDICAL OPERATING OFFICER Key employee | 40 | $583,965 | $23,921 |
| DOMINIQUE LEE | CHIEF OPERATING OFFICER (THRU 1/2022) Key employee | 20 | $505,249 | $9,890 |
| THOMAS MOTSIFF | CHIEF ADMIN AND FINANCIAL OFFICER Officer | 40 | $446,134 | $30,166 |
| KATHRYN SCHUBERT FRITZ | GEN COUNSEL & CHIEF COMPLIANCE OFFICER Key employee | 40 | $346,548 | $23,686 |
| JESSICA HAMILTON MD | ASSOCIATE MEDICAL DIRECTOR Highest-paid employee | 40 | $355,997 | $4,134 |
| NAMRATA MASTEY MD | ASSOCIATE MEDICAL DIRECTOR Highest-paid employee | 40 | $296,834 | $8,393 |
| MEGHAN MACALUSO | CHIEF DEVELOPMENT OFFICER Key employee | 40 | $272,835 | $15,446 |
| ANDREW ADAMS | CHIEF OF STAFF & HEAD OF STRAT COMMS Highest-paid employee | 40 | $266,854 | $18,905 |
| CASSY FRIEDRICH MD FAAFP | PHYSICIAN Highest-paid employee | 40 | $263,834 | $18,594 |
| MORGAN THEIS MD | PHYSICIAN Highest-paid employee | 40 | $248,129 | $17,146 |
| GWEN MCDONALD | CHAIR Trustee or director, Officer | 8 | $0 | $0 |
| KATHERINE AITKEN-YOUNG | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MARIA GARCIA | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| LETICIA GARCIA | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| PAM CONNELLY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| REEMA DIRKS PHARMD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JESSE DOROGUSKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ALEXANDRA EDWARDS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ANNIE FLANZRAICH | BOARD MEMBER (THRU 9/2022) Trustee or director | 1 | $0 | $0 |
| LORI ANN GUY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| NOAH MOSS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DONYA NASSER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ANDRES RAMOS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LEAH RUBIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| COLE WILBUR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| STELLA YING | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1691 THE ALAMEDA, SAN JOSE, CA 95126-2203
- In care of
- % AROZ ALI
- Principal officer (990 for 2024)
- STACY CROSS, 1691 THE ALAMEDA, SAN JOSE, CA 95126
- Signed the 990
- STACY CROSS, PRESIDENT & CEO
- Phone
- (408) 795-3600
- Website
- WWW.PPMARMONTE.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-1583439 or by the name PLANNED PARENTHOOD MAR MONTE INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
PLANNED PARENTHOOD MAR MONTE INVESTS IN COMMUNITIES BY PROVIDING HEALTH CARE AND EDUCATION, AND BY EXPANDING RIGHTS AND ACCESS FOR ALL.
Program accomplishments
- PATIENT SERVICES - THE ORGANIZATION OPERATES 30 HEALTH CENTERS. SERVICES PROVIDED AT THESE HEALTH CENTERS INCLUDES ANNUAL PREVENTIVE VISITS; CANCER SCREENING & TREATMENTS; BIRTH CONTROL AND REPRODUCTIVE HEALTH CARE; SEXUALLY TRANSMITTED INFECTION TESTING AND TREATMENT; PREGNANCY TESTING AND COUNSELING; HIV TESTING & COUNSELING; MENOPAUSAL SERVICES; GENDER AFFIRMING CARE SERVICES; EMERGENCY CONTRACEPTION; MALE STERILIZATION; AND MEDICAL AND PROCEDURAL ABORTIONS. DURING FY2025, THERE WERE 317,460 VISITS.Expenses $129,779,230 · revenue $120,879,418
- EDUCATION SERVICES - EVIDENCE-BASED, AGE APPROPRIATE, AND MEDICALLY ACCURATE SEX EDUCATION AND YOUTH DEVELOPMENT PROGRAMS FOR THOSE AGES 13-24; PARTNER ORGANIZATION AND PARENT/CARING ADULT TRAININGS; AND COMMUNITY OUTREACH. DURING THE YEAR THERE WERE AN ESTIMATED 21,974 CONTACTS.Expenses $4,409,420 · revenue $60,000
- PUBLIC AFFAIRS - THE ORGANIZATION EDUCATES AND LOBBIES LEGISLATORS ABOUT THE IMPORTANCE OF AFFORDABLE, ACCESSIBLE HEALTH CARE AT LOCAL, STATE, AND NATIONAL LEVELS. IN ADDITION, THE ORGANIZATION MONITORS LEGISLATIVE AND JUDICIAL ACTIVITIES REGARDING REPRODUCTIVE CHOICE, AND INFORMS, EDUCATES, AND MOBILIZES THE COMMUNITY ABOUT ISSUES AFFECTING ACCESS TO REPRODUCTIVE HEALTH CARE AND EDUCATION.Expenses $2,717,210 · grants $822,500
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-1583439
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1964
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E420)
- Assets (IRS master file)
- $197,113,075
- Income (IRS master file)
- $154,588,478
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $150,470,060 | $161,652,531 | $197,113,075 | IRS |
| 990 | June 2024 | $150,032,173 | $147,564,462 | $182,372,088 | IRS |
| 990 | June 2023 | $129,470,266 | $134,894,885 | $175,226,831 | XML |
| 990 | June 2022 | $120,329,049 | $123,067,567 | $151,623,583 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-1583439).
Questions about PLANNED PARENTHOOD MAR MONTE INC
- What is the EIN of PLANNED PARENTHOOD MAR MONTE INC?
- The employer identification number (EIN) of PLANNED PARENTHOOD MAR MONTE INC is 94-1583439.
- Is PLANNED PARENTHOOD MAR MONTE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
- Are donations to PLANNED PARENTHOOD MAR MONTE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PLANNED PARENTHOOD MAR MONTE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PLANNED PARENTHOOD MAR MONTE INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PLANNED PARENTHOOD MAR MONTE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of PLANNED PARENTHOOD MAR MONTE INC?
- The 990 for the year ended June 30, 2025 names STACY CROSS.
- Who are the officers and directors of PLANNED PARENTHOOD MAR MONTE INC?
- The 990 for the year ended June 30, 2025 lists 27 people; 10 received compensation from the organization, the highest $780,501 (STACY CROSS, PRESIDENT & CEO).
- How much revenue does PLANNED PARENTHOOD MAR MONTE INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $150,470,060, expenses of $161,652,531 and total assets of $197,113,075 at year end.
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