Mt Baker Planned Parenthood FY2020 filing

Bellingham, WAUnknown exempt organizationSince 1969EIN 91-0846274Revenue $5.5M in FY2020

On file with the IRSmbpp.org1509 Cornwall Ave · Bellingham, WA

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Mt. Baker Planned Parenthood provided 11,182 preventive and essential medical services to 7,166 clients. In 2021, our health centers provided 13,107 STI screening tests, 2,186

81¢ of each $1 spent went to programs.
$482K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $935K a year · 15% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
81%
of spending
Looks good: 81% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$482K
to officers and key staff · 10% of spending
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
10 mo
of spending, in cash
Looks good: 10.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
12
named funders · $604K
Looks good: 12 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$295K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$5.5M
Spent
$5.0M
To programs
81%
Net assets
$12.4M
By yearFY2020–FY2024
Revenue
$5.5M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$5.5M
FY2021$5.3M
FY2022$6.8M
FY2023$6.9M
FY2024$7.6M
Expenses
$5.0M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$5.0M
FY2021$4.7M
FY2022$5.5M
FY2023$6.0M
FY2024$6.3M
Net assets
$12.4M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$12.4M
FY2021$13.6M
FY2022$13.7M
FY2023$15.4M
FY2024$17.1M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

81 cents of each dollar spent went to programs.

Program services 81% · $4.0M Management & general 16% · $793K Fundraising 3% · $168K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

15 people listed on the 990; $482K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$152,381Pt VII · Sec A
Medical Director
$114,195Pt VII · Sec A
$108,505Pt VII · Sec A
Director of Finance
$107,070Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Linda McCarthy$221,507$191,891$172,426$163,028$152,381
Caitlin Blau$196,389————
Petra Karpsteinova Director$146,554$137,132———
Anna Dowling—$145,116$128,059$117,990$114,195
Heidi Materi$140,808$131,444$128,740$119,309$108,505
Petra Karpsteinova——$128,278$118,497$107,070
Elizabeth Eklund$126,385$116,982———
Kara Allen Director$110,060$105,053———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides preventive medical services, including STI testing, to thousands of clients.

Provided by the organization

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3 programs · $4.0M · in their own filed words · FY2020
01

Medical Services

MT. Baker planned parenthood (MBPP) provides comprehensive reproductive health care for woman and men. Services include birth control method counseling services and supplies; pregnancy testing and option counseling, first-trimester abortion care, education, and support; referrals for prenatal care, parenting, adoption; annual checkups…

$3.6Mprogram expense
02

Community Relations

The community relations department provides information, support, and training that helps MT. Baker planned parenthood supporters influence public policy and the legislative process. MBPP works with local, state, and national officials and through issue advocacy and grassroots organizing to make sure that sexual and reproductive health…

$196Kprogram expense
03

Community Education

MT. Baker planned parenthood (MBPP) offers educational programs to schools and other social service agencies. Our community health educators provide quality, comprehensive, medically accurate, and age-appropriate programs.

$185Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 12 funders →
Grants paid · 7 grants · $2.0M · 2021–2024

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$5.5M
Ln 12
Fees for servicesLn 2g$2.6M
Gifts and grantsLn 1h$2.3M
Investment incomeLn 3$621K
Money outPt IX
$5.0M
Ln 25
Programscol B$4.0M
Managementcol C$793K
Fundraisingcol D$168K
Owns and owesPt X
$12.4M
net assets · Ln 32
Cash and savingsLn 1–2$4.2M
Total assetsLn 16$12.7M
LiabilitiesLn 26$295K
PeoplePt VI, VII
15
listed · VII A
PaidVII A4
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.3M
Government grantsLn 1e$1.4M
Noncash giftsLn 1g$31K
Fees for servicesLn 2g$2.6M
Investment incomeLn 3$621K
Gains on assetsLn 7$508K
Total revenueLn 12$5.5M
Assets in detailPt X, end of year
CashLn 1$2.3M
SavingsLn 2$1.9M
Cash and savings togetherLn 1–2$4.2M
InvestmentsLn 11–13$5.8M
Land, buildings, equipmentLn 10c$2.1M
Total assetsLn 16$12.7M
LiabilitiesLn 26$295K
Net assetsLn 32$12.4M
OperationsPt I, VI
EmployeesI 552
VolunteersI 6153
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$3.3M$4.2M
InvestmentsLn 11–13$5.8M$5.8M
Land, buildings, equipmentLn 10c$2.3M$2.1M
Total assetsLn 16$11.8M$12.7M
LiabilitiesLn 26$269K$295K
Net assetsLn 32$11.6M$12.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$165K$107K$49K$8K
Other salaries and wagesLn 7$2.4M$1.9M$429K$79K
Pension plan contributionsLn 8$37K$27K$10K$271
Other employee benefitsLn 9$281K$236K$35K$9K
Payroll taxesLn 10$240K$198K$34K$7K
Legal feesLn 11b$8K$650$4K$3K
Accounting feesLn 11c$21K$21K
Lobbying feesLn 11d$32K$32K
Investment management feesLn 11f$44K$44K
Other fees for servicesLn 11g$77K$53K$15K$9K
Advertising and promotionLn 12$23K$22K$2K
Office expensesLn 13$82K$47K$13K$22K
Information technologyLn 14$267K$214K$40K$14K
OccupancyLn 16$227K$185K$35K$6K
TravelLn 17$10K$5K$3K$2K
Conferences, conventions and meetingsLn 19$20K$9K$8K$3K
Payments to affiliatesLn 21$4K$4K
Depreciation, depletion and amortizationLn 22$205K$168K$36K$192
InsuranceLn 23$69K$61K$8K$293
Other expenses (24a–d)Ln 24$706K$698K$6K$2K
All other expensesLn 24e$46K$44K$1K$930
Total functional expensesLn 25$5.0M$4.0M$793K$168K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $7.6M$6.3M$1.3M$17.1M 990 PDF
FY2023 $6.9M$6.0M$873K$15.4M 990 PDF
FY2022 $6.8M$5.5M$1.4M$13.7M 990 PDF
FY2021 $5.3M$4.7M$565K$13.6M 990 PDF
FY2020 Viewing $5.5M$5.0M$566K$12.4M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $5,531,346 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,292,636$2,289,283
I-9 Program service revenuePrior year $3,026,982$2,621,150
I-10 Investment incomePrior year $557,616$620,913
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $5,877,234$5,531,346
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $2,934,374$3,124,424
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,978,515$1,841,158
I-18 Total expensesPrior year $4,912,889$4,965,582
I-19 Revenue less expensesPrior year $964,345$565,764
Part VI · Governance 11 of 11 board members independent, no flags
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $5,531,346 across 8 lines filed
VIII-1e Government grants$1,425,626
VIII-1f All other contributions, gifts and grants$863,657
VIII-1g Noncash contributions (included above)$31,332
VIII-1h Total contributions, gifts and grants$2,289,283
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,621,150$2,621,150
VIII-3 Investment incomeExcluded from tax $113,159$113,159
VIII-7 Net gain or loss on sales of assetsExcluded from tax $507,754$507,754
VIII-12 Total revenueRelated to mission $2,621,150 · Unrelated business $0 · Excluded from tax $620,913$5,531,346
Part IX · Statement of functional expenses $4,965,582 across 21 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $107,073 · Management $49,416 · Fundraising $8,236$164,725
IX-7 Other salaries and wagesPrograms $1,894,114 · Management $429,156 · Fundraising $79,028$2,402,298
IX-8 Pension plan contributionsPrograms $26,778 · Management $9,972 · Fundraising $271$37,021
IX-9 Other employee benefitsPrograms $236,231 · Management $35,206 · Fundraising $9,216$280,653
IX-10 Payroll taxesPrograms $198,272 · Management $34,448 · Fundraising $7,007$239,727
IX-11b Legal feesPrograms $650 · Management $4,417 · Fundraising $3,314$8,381
IX-11c Accounting feesManagement $21,000$21,000
IX-11d Lobbying feesPrograms $32,112$32,112
IX-11f Investment management feesManagement $43,919$43,919
IX-11g Other fees for servicesPrograms $52,970 · Management $15,119 · Fundraising $9,060$77,149
IX-12 Advertising and promotionPrograms $21,675 · Fundraising $1,643$23,318
IX-13 Office expensesPrograms $47,175 · Management $12,736 · Fundraising $22,145$82,056
IX-14 Information technologyPrograms $213,626 · Management $39,888 · Fundraising $13,808$267,322
IX-16 OccupancyPrograms $185,093 · Management $35,193 · Fundraising $6,493$226,779
IX-17 TravelPrograms $5,283 · Management $2,746 · Fundraising $1,513$9,542
IX-19 Conferences, conventions and meetingsPrograms $9,062 · Management $7,768 · Fundraising $3,027$19,857
IX-21 Payments to affiliatesPrograms $4,000$4,000
IX-22 Depreciation, depletion and amortizationPrograms $168,285 · Management $36,135 · Fundraising $192$204,612
IX-23 InsurancePrograms $60,730 · Management $8,109 · Fundraising $293$69,132
IX-24 Other expenses (24a–d)Programs $697,881 · Management $6,080 · Fundraising $1,859$705,820
IX-24e All other expensesPrograms $44,010 · Management $1,219 · Fundraising $930$46,159
IX-25 Total functional expensesPrograms $4,005,020 · Management $792,527 · Fundraising $168,035$4,965,582
Part X · Balance sheet $12,691,065 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $1,953,931$2,339,309
X-2 Savings and temporary cash investmentsStart of year $1,336,584$1,903,973
X-3 Pledges and grants receivableStart of year $224,579$299,230
X-4 Accounts receivableStart of year $41,042$22,720
X-8 Inventories for sale or useStart of year $80,600$101,491
X-9 Prepaid expenses and deferred chargesStart of year $135,844$104,520
X-10c Land, buildings and equipment, netStart of year $2,258,971$2,134,166
X-11 Publicly traded securitiesStart of year $5,756,529$5,764,422
X-12 Other securitiesStart of year $57,055$21,234
X-16 Total assetsStart of year $11,845,135$12,691,065
X-17 Accounts payable and accrued expensesStart of year $259,231$287,516
X-19 Deferred revenueStart of year $10,000$7,047
X-26 Total liabilitiesStart of year $269,231$294,563
X-27 Net assets without donor restrictionsStart of year $11,575,904$12,396,502
X-32 Total net assets or fund balancesStart of year $11,575,904$12,396,502
X-33 Total liabilities and net assetsStart of year $11,845,135$12,691,065
Part XI · Reconciliation of net assets $12,396,502 net assets at year end
XI-1 Total revenue$5,531,346
XI-2 Total expenses$4,965,582
XI-3 Revenue less expenses$565,764
XI-4 Net assets at start of year$11,575,904
XI-5 Net unrealized gains (losses) on investments$300,107
XI-9 Other changes in net assets−$45,273
XI-10 Net assets at end of year$12,396,502

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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