Planned Parenthood Mar Monte

Nonprofit profile at a glance

EIN
941583439
IRS 990 coverage
2009–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024
Location
San Jose, CA, US
Phone
1-877-855-7526
Rating
85
Verdict
STRONG
Rating confidence
Standard
Sector
Family Planning Centers

Official website

Reported finances

Revenue
$150,470,060
Expenses
$161,652,531
Assets
$197,113,075
Liabilities
$77,690,899

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

27 people listed

Executive titles in this filing

  • STACY CROSS (PRESIDENT & CEO)

Highest reported compensation

  • STACY CROSS (PRESIDENT & CEO): $848,046 total reported compensation
  • LAURA DALTON DO MBA (CHIEF MEDICAL OPERATING OFFICER): $717,092 total reported compensation
  • THOMAS MOTSIFF (CHIEF ADMIN & FINANCIAL OFFICER): $577,813 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Planned parenthood mar monte invests in communities by providing health care and education, and by expanding rights and access for all.

What it reported doing in 2024

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.

Operating model

Revenue model
Earned-program. 81% of the money available for current operations came from fees and other program revenue.
Distribution model
Cannot be determined from the filing. The program-spending lines do not add up, so the filing cannot show reliably whether the nonprofit works directly or through others.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 82
  • Transparency & Controls: 89
  • Accountability: 96
  • Sustainability: 29
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 91.5%; rating input score 92
  • Program expense ratio: 84.7%; rating input score 85
  • Fundraising efficiency: $5.61 raised per $1 spent on fundraising; rating input score 24; 24th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 94.1%; rating input score 94; 28th percentile among comparable filings
  • Pay-setting controls: 4 of 6 controls in place; rating input score 67
    • Compensation committee: Pass
    • Independent consultant: Pass
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 98.5%; rating input score 98; 35th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 94.4%; rating input score 94; 46th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -7.4%; rating input score 10; 10th percentile among comparable filings
  • Total-asset coverage ratio: 1.22; rating input score 46; 46th percentile among comparable filings
  • Liabilities to assets ratio: 0.39; rating input score 46; 46th percentile among comparable filings
  • Officer compensation ratio: 2.8%; rating input score 42; 42nd percentile among comparable filings

Growth

  • Program expense growth: 4.4% per year; rating input score 100; 35th percentile among comparable filings
  • Revenue growth: 3.4% per year; rating input score 100; 26th percentile among comparable filings
  • Asset growth: 5% per year; rating input score 100; 36th percentile among comparable filings

Details

  • What they do: 4 programs and campaigns described on the official site · 1 operating location identified
  • Where the money goes: 91.5% of revenue deployed · 84.7% of spending went to programs
  • Governance: 17 of 18 board members independent · 9 of 9 filing controls reported
  • Programs: 3 filed program accomplishments · $136.9M in reported program spending
  • Leadership: top reported pay $848K · 27 people listed · 4 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $3.9M reported
  • Consistency: 39 of 40 current checks pass · 1 finding to review
  • Schedules: 10 filed schedules · includes major donors, grants, executive pay, and related organizations
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 11 filed money-flow records
  • Related organizations: 4 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Fundraising efficiency scored 24/100.
  • High — Sustainability: Operating margin scored 10/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 46/100.
  • Moderate — Sustainability: Officer compensation ratio scored 42/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 46/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.