2024-05-13T12:50:46-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2022-07-01 420727488 PLANNED PARENTHOOD OF THE HEARTLAND INC PLAN 6516965500 671 VANDALIA STREET ST PAUL MN 55114 RUTH RICHARDSON PRESIDENT 6516965500 2024-05-13 1 RUTH RICHARDSON XXX-XX-XXXX 1 KURT BENNION CPA P01469618 6123764500 2024-05-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RUTH RICHARDSON 671 VANDALIA STREET ST PAUL MN 55114 17707086 0 X WWW.PPHEARTLAND.ORG X 1934 IA PROVIDE, PROMOTE AND PROTECT REPRODUCTIVE AND SEXUAL HEALTH. 5 2 0 983 0 0 9895577 10057610 7709134 7599055 6 0 140207 -418776 17744924 17237889 1067899 734236 0 0 350835 435836 0 0 1245107 23338672 25350990 24757406 26521062 -7012482 -9283173 6804328 6652489 9407528 18208631 -2603200 -11556142 X TO PROVIDE, PROMOTE AND PROTECT REPRODUCTIVE AND SEXUAL HEALTH THROUGH HEALTH SERVICES, EDUCATION AND ADVOCACY. 0 0 16344417 734236 7599055 - HEALTHCARE SERVICES -IN FY23, PLANNED PARENTHOOD OF THE HEARTLAND, INC. (PPHEARTLAND) SERVED 30,090 PATIENTS IN 13 HEALTH CENTERS LOCATED IN IOWA AND NEBRASKA. OUR HEALTH CENTERS IN IOWA AND NEBRASKA PROVIDED ANNUAL EXAMS; BIRTH CONTROL; EMERGENCY CONTRACEPTION; PREGNANCY TESTING AND OPTIONS COUNSELING; FERTILITY AWARENESS EDUCATION; BREAST/CHEST EXAMS AND MAMMOGRAPHY REFERRAL; TRANSGENDER HORMONE THERAPY; LGBTQ+ CARE; PEP FOR HIV PREVENTION AFTER EXPOSURE TO HIV; PREP FOR HIV PREVENTION; HIV TESTING, EDUCATION AND REFERRAL; SCREENING & TREATMENT FOR ANXIETY AND DEPRESSION; TESTING AND TREATMENT FOR STDS/STIS, UTIS, VAGINAL AND BLADDER INFECTIONS; HPV AND HEPATITIS B VACCINATIONS; AND REFERRALS FOR ADDITIONAL CARE. 2350510 0 0 - PUBLIC & PROFESSIONAL EDUCATION SERVICES -THE COMMUNITY EDUCATION AND ENGAGEMENT DEPARTMENT'S MISSION IS TO IMPROVE SEXUAL AND REPRODUCTIVE HEALTH OUTCOMES BY INCREASING COMMUNITIES' ACCESS TO MEDICALLY ACCURATE, CULTURALLY RELEVANT SEXUAL AND REPRODUCTIVE HEALTH EDUCATION, INFORMATION, AND RESOURCES.DURING JULY 1, 2022 JUNE 30, 2023, COMMUNITY EDUCATION AND ENGAGEMENT PROGRAMS REACHED 24,984 YOUTH AND ADULTS ACROSS IOWA AND NEBRASKA. EDUCATORS FACILITATED 1,437 PRESENTATIONS ON SEXUAL AND REPRODUCTIVE HEALTH TOPICS (E.G. HEALTHY RELATIONSHIPS, BIRTH CONTROL, SEXUALLY TRANSMITTED INFECTIONS, AND COMMUNICATION SKILLS) TO 9,882 PARTICIPANTS IN COMMUNITY- AND SCHOOL-BASED SETTINGS. (CONTINUED IN SCHEDULE O)IN ADDITION, 15,630 PEOPLE WERE REACHED AT HEALTH FAIRS AND COMMUNITY EVENTS.PPHEARTLAND PROVIDES AGE-APPROPRIATE, RESEARCH-INFORMED EDUCATION PROGRAMS IN REPRODUCTIVE HEALTH, HUMAN DEVELOPMENT AND SEXUALITY EDUCATION FOR YOUTH AND ADULTS IN A VARIETY OF COMMUNITY- AND SCHOOL-BASED SETTINGS. 68937 0 0 - PUBLIC AFFAIRS -PUBLIC AFFAIRS STAFF IN NEBRASKA ENGAGED VOLUNTEERS IN OVER 2,000 HOURS OF OUTREACH, ADVOCACY AND ENGAGEMENT ACTIVITIES AT HEALTH CENTERS, ON COLLEGE CAMPUSES, AND IN THE COMMUNITY. THIS WAS CONDUCTED THROUGH 482 UNIQUE VOLUNTEERS TAKING 1,145 VOLUNTEER SHIFTS. IN IOWA, PUBLIC AFFAIRS STAFF AND VOLUNTEERS EXECUTED AN EXTENSIVE OUTREACH PROGRAM TO INCREASE SUPPORT FOR SEXUAL AND REPRODUCTIVE HEALTH AND PARTICIPATION BEYOND CENTRAL AND EASTERN IOWA. THIS EFFORT INCLUDED USING MORE DIGITAL COMMUNICATIONS, ENGAGING NEW COLLEGE CAMPUSES, AND SHIFTING BACK TO IN-PERSON SUPPORTER ENGAGEMENT.(CONTINUED IN SCHEDULE O)IN NEBRASKA, IN SPRING FY23, WE HIRED AN ADDITIONAL ADVOCACY STRATEGIST TO FOCUS ENTIRELY ON THE MORE RURAL PORTIONS OF THE STATE. THE FOCUS OF THIS WORK IN BUILDING RELATIONSHIPS IN KEY COMMUNITIES, ENGAGING VOLUNTEERS, AND TRAINING COMMUNITIES ON CIVIC ENGAGEMENT. OUR GOAL IS TO SEE INCREASED SUPPORT FROM THESE AREAS THROUGH THIS ROLE. IOWA PUBLIC AFFAIRS STAFF EXPANDED LATINE OUTREACH EFFORTS VIA THE RAIZ PROGRAM. PROGRAMMATIC WORK INCLUDED COLLABORATION WITH LATINE-SPECIFIC ORGANIZATIONS, CREATING WELL-BEING WORKSHOPS WITH ALLIED PARTNERS, AND TABLING AT EVENTS WITH VOLUNTEERS LIKE LATINO FESTIVAL IN DES MOINES.IN FY23, NEBRASKA WE RECEIVED THEIR FIRST SMALL GRANT TO START THE RAZ PROGRAM IN. RAZ IS LATINE ORGANIZERS WORKING WITH THE LATINE COMMUNITY TO BUILD A WORLD WHERE EVERYONE CAN GET THE HEALTH CARE THEY DECIDE IS BEST FOR THEIR BODY IN THEIR OWN COMMUNITY. THEY ALSO WORKED TO REBUILD THE GEN ACTION PROGRAMS ON NEBRASKA CAMPUSES AFTER THEY STRUGGLED TO MAINTAIN DURING THE PANDEMIC. BOTH OF THESE PROGRAMS WERE IN THEIR NACENT STAGES IN FY23, BUILDING THE FOUNDATION NECESSARY TO MEASURABLY GROW THESE PROGRAMS IN FY24. IOWA PUBLIC AFFAIRS STAFF TRAINED TWELVE NEW PATIENT ADVOCATES AS STORYTELLERS AND CULTIVATED EXISTING STORYTELLERS THROUGH COMMUNITY CARE EVENTS. EMPOWERING YOUTH ACTIVISM VIA PPGEN STUDENT GROUPS ON FOUR ACTIVE CAMPUSES, WHICH DOUBLED FROM THE PREVIOUS YEAR. STAFF IN IOWA AND NEBRASKA CONTINUE TO ENGAGE PATIENT STORYTELLERS THROUGH THE HEALTH CENTER ADVOCACY PROGRAM, BOTH THROUGH HEALTH CENTER ADVOCACY TABLES IN SIX HEALTH CENTERS IN IOWA AND TWO IN NEBRASKA THAT ALLOW PATIENTS TO SIGN UP TO PARTICIPATE IN VARIOUS ADVOCACY AND EDUCATIONAL PROGRAMMING AND THROUGH THE ACTUAL SPEAKERS BUREAU PROGRAM. THE IOWA PUBLIC AFFAIRS STAFF REACHED OUT TO SUPPORTERS AND VOTERS ON NATIONAL VOTER REGISTRATION DAY AND IN THE LATINE COMMUNITY VIA THEIR RAIZ PROGRAM.IN NEBRASKA, PUBLIC AFFAIRS STAFF PROVIDED EDUCATIONAL PROGRAMMING TO OVER 100 COMMUNITY SUPPORTERS ON HOW TO TALK TO THEIR STATE REPRESENTATIVES AND OTHERS ABOUT SEXUAL AND REPRODUCTIVE HEALTHCARE. IN LINCOLN AND OMAHA, PUBLIC AFFAIRS STAFF CONTINUED TO TRAIN SUPPORTERS TO VOLUNTEER AS HEALTH CENTER PATIENT ESCORTS AT THEIR RESPECTIVE HEALTH CENTERS. STAFF IN IOWA AND NEBRASKA SPOKE REGULARLY WITH MEMEBERS OF THE PRESS/MEDIA ABOUT SEXUAL AND REPRODUCTIVE HEALTH SERVICES AND RIGHTS. NEBRASKA PUBLIC AFFAIRS STAFF GAVE PRESS INTERVIEWS ABOUT THE PROPOSED SIX WEEK ABORTION BAN AND ITS ULTIMATE DEFEAT AND THEN ADDITIONAL INTERVIEWS WERE DONE AROUND THE PASSAGE OF A TWELVE WEEK BAN THAT WAS TACKED ON TO AN ANTI-TRANS BILL AT THE LAST MOMENT. IOWA PUBLIC AFFAIRS STAFF GAVE PRESS INTERVIEWS WITH STATE AND NATIONAL JOURNALISTS TO SHARE INFORMATION ABOUT THE EVER-CHANGING STATE OF ABORTION ACCESS. INTEREST PIQUED AROUND THE IMPLEMENTATION OF A MEDICALLY UNNECESSARY 24-HOUR WAITING PERIOD AND THE POSSIBILITY OF A DEFENSIVE CONSTITUTIONAL AMENDMENT. 18763864 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 33 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 5 2 0 1 0 0 0 1 1 1 1 0 1 1 1 1 1 1 1 1 0 0 0 X PLANNED PARENTHOOD NORTH CENTRAL STATES 6516965500 671 VANDALIA STREET ST PAUL MN 55114 SARAH STOESZ PRESIDENT (THROUGH OCTOBER 2022) 1.00 39.00 X X 0 667597 31798 CINDY KAISER SECRETARY & COO (THROUGH JAN 2023) 1.00 39.00 X X 0 386928 35570 RUTH RICHARDSON PRESIDENT 1.00 39.00 X X 0 91208 3868 SHERRI HUFF TREASURER INTERIM CFO (THROUGH MARCH 2023) 1.00 39.00 X X 0 0 0 RANDY DRAGER TREASURER & CFO 1.00 39.00 X X 0 0 0 SHEILAHN DAVIS-WYATT SECRETARY & COO 1.00 39.00 X X 0 0 0 FRAN FLECK CHAIR 1.00 1.00 X X 0 0 0 DR ROBERT SHAW VICE CHAIR 1.00 2.00 X X 0 0 0 0 1145733 71236 0 0 1 0 BRIDGE HEALTHCARE PARTNERS LLC 1001 S MONACO PKWY 210 DENVER CO 80224 IT SERVICES 1878083 PLANNED PARENTHOOD OF THE HEARTLAND FOUN 671 VANDALIA STREET ST PAUL MN 55114 ADMINISTRATION & OPERATIONS 609965 SECURITAS SECURITY SERVICES 4330 PARK TERRACE DR WEST LAKE VILLAGE CA 91361 SECURITY SERVICES 375017 PLANNED PARENTHOOD VOTERS OF IOWA 818 5TH AVENUE SUITE 200 DES MOINES IA 50309 ADMINISTRATION & OPERATIONS 179103 PLANNED PARENTHOOD VOTERS OF NEBRASKA 3105 N 93RD STREET OMAHA NE 68134 ADMINISTRATION & OPERATIONS 169504 9 970521 468807 2721565 5896717 4699 10057610 CLINIC SERVICES 624100 7599055 7599055 7599055 37734 970521 469197 -431463 -431463 MISCELLANEOUS INCOME 900099 12687 12687 12687 17237889 7599055 0 -418776 X 734236 734236 403716 403716 32120 25632 2777 3711 7495567 3566807 3051973 876787 37342 37342 8538478 7703282 475656 359540 297875 294914 2961 196359 150895 45464 2210886 243988 1966748 150 2268414 2268414 338796 309644 26816 2336 57313 53294 4019 245647 191790 51274 2583 243155 226309 16846 MEDICAL SUPPLIES 2521631 2521164 467 MISCELLANEOUS EXPENSES 899527 69779 829748 26521062 18763864 6512091 1245107 894052 997536 2320003 1441913 685688 738266 370378 390063 109505 164627 8608738 6287441 2225557 2321297 138515 72596 60630 40079 0 486112 6804328 6652489 551114 532740 8856414 17675891 9407528 18208631 X -5685086 -14329902 3081886 2773760 -2603200 -11556142 6804328 6652489 -9283173 330231 0 X X 0 1 X 1 1 1 X 12341208 10398087 10484539 9895577 10057610 53177021 12341208 10398087 10484539 9895577 10057610 53177021 3205588 49971433 8607 133 6 8746 284126 301791 5239 339430 50421 981007 54166774 39002500 0.92250 0.88990 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME FUNDRAISING EVENT REVENUES RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 227991 66244 193873 66244 421864 25209711 141641454 25275955 142063318 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 164038 136942 538792 421864 1261636 250000 250000 250000 250000 1000000 1500000 105059 73691 220466 227991 627207 4177311 2561207 1616104 4267727 3726234 541493 163700 163700 2321297 RIGHT-OF-USE LEASE ASSETS 481206 DUE FROM RELATED ORGANIZATIONS 4906 486112 DUE TO RELATED ORGANIZATION 17194240 RIGHT-OF-USE LEASE LIABILITIES 481651 17675891 X PART X, LINE 2: PLANNED PARENTHOOD OF THE HEARTLAND, INC. IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE IRC. THE ORGANIZATION FOLLOWS GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARD FOR CONTINGENCIES FOR EVALUATING UNCERTAIN TAX POSITIONS. SPRING BOOK SALE 240072 240072 14674 323 141989 SHINE 225519 212121 13398 16900 31326 31450 4 542664 518328 24336 20199 37571 174765 1008255 970521 37734 51773 69220 348204 469197 -431463 1 PLANNED PARENTHOOD VOTERS OF IOWA 671 VANDALIA STREET ST PAUL MN 55114 421357011 501(C)(4) 298925 0 TO SUPPORT THE MISSION OF PLANNED PARENTHOOD VOTERS OF IOWA PLANNED PARENTHOOD VOTERS OF NEBRASKA 671 VANDALIA STREET ST PAUL MN 55114 470762497 501(C)(4) 308580 0 TO SUPPORT THE MISSION OF PLANNED PARENTHOOD VOTERS OF NEBRASKA SANFORD COMMUNITY CENTER 1700 GENEVA STREET SIOUX CITY IA 51103 420698174 501(C)(3) 74576 0 GENERAL SUPPORT UNIVERSITY OF NORTHERN IOWA 1227 W 27TH STREET CEDAR FALLS IA 50614 426004333 UNIV OF N IOWA 52155 0 GENERAL SUPPORT 2 2 PART I, LINE 2: PLANNED PARENTHOOD OF THE HEARTLAND, INC. (PPHEARTLAND) MONITORS THE USE OF FUNDS BY RELATED ORGANIZATIONS THROUGH COMMON EXECUTIVE MANAGEMENT. ON A PERIODIC BASIS, THE DIRECTOR OF PUBLIC AFFAIRS WILL SEND A MEMO TO THE AFFILIATE REQUESTING A GRANT. THE GRANT REQUEST WILL DETAIL THE LINE ITEMS AND ACTIVITIES THAT FUNDS HAVE BEEN REQUESTED FOR, AS WELL AS TIME PERIOD. THE REQUEST IS MADE TO THE PRESIDENT AND CFO OF PLANNED PARENTHOOD NORTH CENTRAL STATES. 0 1 0 0 0 0 0 0 0 SARAH STOESZ PRESIDENT (THROUGH OCTOBER 2022) 0 421375 0 115550 0 130672 0 23077 0 8721 0 699395 0 0 CINDY KAISER SECRETARY & COO (THROUGH JAN 2023) 0 316928 0 70000 0 0 0 27000 0 8570 0 422498 0 0 PART I, LINE 3 PLANNED PARENTHOOD OF THE HEARTLAND DOES NOT COMPENSATE ANY INDIVIDUALS. THE ORGANIZATION RELIED ON PLANNED PARENTHOOD NORTH CENTRAL STATES IN SETTING THE COMPENSATION OF THOSE INDIVIDUAS LISTED IN FORM 990, PART VII, SECTION A. PLANNED PARENTHOOD NORTH CENTRAL STATES USED THE FOLLOWING METHODS TO ESTABLISH THE PRESIDENT'S COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PART I, LINE 4B 457(F) PLAN CONTRIBUTIONS: SARAH STOESZ - $59,637 CINDY KAISER - $55,107 RUTH RICHARDSON - $9,821 457(F) PLAN DISTRIBUTIONS: CINDY KAISER - $72,006 FORM 990, PART VI, SECTION A, LINE 3 ALL MANAGEMENT AND OTHER EMPLOYEE SERVICES ARE PROVIDED THROUGH A SERVICES AGREEMENT WITH PLANNED PARENTHOOD NORTH CENTRAL STATES. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S BOARD OF DIRECTORS IS COMPOSED OF PLANNED PARENTHOOD NORTH CENTRAL STATES' CEO, COO AND CFO, AS WELL AS TWO AT-LARGE DIRECTORS ELECTED BY PLANNED PARENTHOOD NORTH CENTRAL STATES' BOARD OF DIRECTORS. ONE OF THE AT-LARGE DIRECTORS MUST BE A BOARD MEMBER OF PLANNED PARENTHOOD NORTH CENTRAL STATES AND ONE MUST BE A BOARD MEMBER OF PLANNED PARENTHOOD OF THE HEARTLAND FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING ACTIONS REQUIRE APPROVAL BY PLANNED PARENTHOOD NORTH CENTRAL STATES' BOARD OF DIRECTORS TO BE EFFECTIVE: (A) APPROVAL OF THE ANNUAL AND LONG-TERM STRATEGIC PLANS; (B) APPROVAL OF THE ANNUAL OPERATING AND CAPITAL BUDGET AND FINANCIAL FORECAST; (C) INCURRENCE OF INDEBTEDNESS; (D) MERGER, CONSOLIDATION, DISSOLUTION OR SALE OF SUBSTANCIALLY ALL OF THE ORGANIZATION'S ASSETS; AND (E) AMENDMENT, MODIFICATION OR TERMINATION OF THE ARTICLES OF INCORPORATION OR BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S EXECUTIVE MANAGEMENT TEAM CONDUCTED A DETAILED REVIEW OF THE FORM 990 AND PRESENTED THE FORM 990 TO THE FULL BOARD FOR ITS REVIEW AND APPROVAL PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST IS DEEMED TO EXIST BETWEEN A LICENCED CLINICIAN (WHETHER EMPLOYEE OR INDEPENDENT CONTRACTOR) OR ANY OTHER EMPLOYEES WHEN THEY ARE A PARTY TO A CONTRACT, OTHER THAN THEIR OWN EMPLOYMENT CONTRACT OR INDEPENDENT CONTRACTOR AGREEMENT, OR INVOLVED IN A TRANSACTION WITH PLANNED PARENTHOOD OF THE HEARTLAND, INC. ("PPH") FOR GOODS OR SERVICES. WHEN THEY HAVE A MATERIAL FINANCIAL INTEREST IN, OR ARE OTHERWISE A DIRECTOR, OFFICER, AGENT, PARTNER, ASSOCIATE, EMPLOYEE, TRUSTEE, PERSONAL REPRESENTATIVE, RECEIVER, GUARDIAN, CUSTODIAN, OR OTHER LEGAL REPRESENTATIVE OF AN ENTITY THAT IS ENGAGED IN A TRANSACTION WITH PPH. LAST, WHEN THEY ARE ENGAGED IN SOME CAPACITY OR HAVE A MATERIAL FINANCIAL INTEREST IN A BUSINESS OR ENTERPRISE THAT COMPETES WITH PPH. ANNUALLY, EACH CLINICIAN AND EMPLOYEE WITH MANAGEMENT RESPONSIBILITIES COMPLETES A DISCLOSURE FORM IDENTIFIYING ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES IN WHICH THEY ARE INVOLVED THAT COULD CONTRIBUTE TO A CONFLICT OF INTEREST. ANNUAL REVIEWS ARE DONE BY THE PRESIDENT AND VARIOUS COMMITTEES WITHIN THE ORGANIZATION TO MAKE SURE ALL NECESSARY SIGNATURES AND FORMS HAVE BEEN UPDATED AND COMPLETED BY ALL. ANY POTENTIAL CONFLICTS OF INTEREST ARE BROUGHT TO THE ATTENTION OF THE BOARD OF DIRECTORS BY THE EXECUTIVE MANAGEMENT TEAM. THE BOARD WOULD DETERMINE IF A CONFLICT OF INTEREST EXISTED, AND WOULD IMPOSE A "WALL" BETWEEN THE PERSON AND ANY INFORMATION AND DECISION MAKING, REGARDING THE RELATIONSHIP GIVING RISE TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 PLANNED PARENTHOOD OF THE HEARTLAND'S PRESIDENT & CEO IS SARAH STOESZ, THE PRESIDENT & CEO OF PLANNED PARENTHOOD NORTH CENTRAL STATES. THE ORGANIZATION RELIED ON PLANNED PARENTHOOD NORTH CENTRAL STATES IN SETTING HER COMPENSATION. PLANNED PARENTHOOD NORTH CENTRAL STATES USED THE FOLLOWING METHODS TO ESTABLISH THE PRESIDENT & CEO'S COMPENSATION: PPNCS UTILIZES AN OUTSIDE COMPENSATION CONSULTANT TO CONDUCT A MARKET ANALYSIS OF CEO AND EXECUTIVE COMPENSATION, REPORTING ON BOTH BASE PAY MARKET MEDIAN AND VARIABLE PAY MARKET MEDIAN. FOR NON-EXECUTIVE COMPENSATION, PPNCS UTILIZED AN EXTERNAL CONSULTANT IN 2021 AND CONTINUES TO CONDUCT MARKET ANALYSES WITH PAYSCALE, WHICH ALLOWS THE JOB DESCRIPTION TO BE APPLIED TO TAILORED MARKET PARAMETERS. THE MARKET ANALYSIS IS FOCUSED ON ORGANIZATIONS THAT MATCH PPNCS IN SIZE, SCOPE, AND REGION. MULTIPLE TYPES OF ORGANIZATIONS ARE USED, PREDOMINANTLY FOCUSED ON HEALTHCARE ORGANIZATIONS, BUT OTHER INDUSTRIES WITH SIMILAR SIZE AND SCOPE ARE ALSO USED IN THE ANALYSIS TO REPRESENT THE COMPLEXITY OF THE PPNCS BUSINESS MODEL. THE FORMAL ANALYSIS IS COMPLETED ROUTINELY AND NOT LESS FREQUENTLY THAN EVERY THREE YEARS THE INCUMBENT IS IN THE POSITION. IN THE OFF-CYCLE YEARS, TRENDING DATA IS USED TO DETERMINE MOVEMENT IN CEO AND EXECUTIVE PAY AND IS USED IN CONSIDERATION WHEN MAKING ADJUSTMENT RECOMMENDATIONS OR WHEN MAKING A DETERMINATION THAT AN OFF-CYCLE MARKET ANALYSIS IS ADVISABLE. THE MARKET DATA IS REVIEWED BY THE PERSONNEL AND COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT PERSONS WHO MAKE A FORMAL RECOMMENDATION TO THE BOARD OF DIRECTORS AS IT RELATES TO ESTABLISHING CEO COMPENSATION. THE CEO MAKES THE FINAL DETERMINATION OF SALARY INCREASES FOR OTHER EXECUTIVE COMPENSATION, EXCLUDING HER OWN, BASED ON INDIVIDUAL PERFORMANCE AND POSITION RELATIVE TO THE MARKET MEDIAN. THIS PROCESS WAS LAST UNDERTAKEN IN 2022 FOR THE CEO, COO, CFO, CDO, CMO, SVP OF CLINICAL OPERATIONS, SENIOR DIRECTOR OF E&O, EXECUTIVE VP OF EXTERNAL AFFAIRS, AND DIRECTOR OF BOARD AFFAIRS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. SUMMARIZED FINANCIAL DATA IS AVAILABLE IN THE ORGANIZATION'S ANNUAL REPORT AVAILABLE ON THE WEBSITE. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 7,703,282. MANAGEMENT AND GENERAL EXPENSES 475,656. FUNDRAISING EXPENSES 359,540. TOTAL EXPENSES 8,538,478. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. PLANNED PARENTHOOD NORTH CENTRAL STATES 671 VANDALIA STREET ST PAUL MN 55114 830614523 MANAGEMENT AND STAFFING SERVICES MN 501(C)(3) LINE 12C, III-FI N/A 0 PLANNED PARENTHOOD OF THE HEARTLAND FOUNDATION 671 VANDALIA STREET ST PAUL MN 55114 421240096 SUPPORT PLANNED PARENTHOOD OF THE HEARTLAND IA 501(C)(3) LINE 12A, I PLANNED PARENTHOOD NORTH CENTRAL STATES 0 PLANNED PARENTHOOD VOTERS OF IOWA 671 VANDALIA STREET ST PAUL MN 55114 421357011 EDUCATE SUPPORTERS ON LEGISLATIVE ISSUES IA 501(C)(4) PLANNED PARENTHOOD NORTH CENTRAL STATES 0 PLANNED PARENTHOOD VOTERS OF IOWA PAC 671 VANDALIA STREET ST PAUL MN 55114 421471296 ENGAGE IN POLITICAL SUPPORT OF PRIVACY RIGHTS AND REPRODUCTIVE HEALTH IA 527 PLANNED PARENTHOOD VOTERS OF IOWA 0 PLANNED PARENTHOOD VOTERS OF NEBRASKA 671 VANDALIA STREET ST PAUL MN 55114 470762497 EDUCATE SUPPORTERS ON LEGISLATIVE ISSUES NE 501(C)(4) PLANNED PARENTHOOD NORTH CENTRAL STATES 0 PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA 671 VANDALIA STREET ST PAUL MN 55114 410948382 PATIENT SERVICES MN 501(C)(3) LINE 7 PLANNED PARENTHOOD NORTH CENTRAL STATES 0 PLANNED PARENTHOOD MN ND SD ACTION FUND 671 VANDALIA STREET ST PAUL MN 55114 411709702 ADVOCACY MN 501(C)(4) PLANNED PARENTHOOD NORTH CENTRAL STATES 0 PLANNED PARENTHOOD MN ND SD FUND 671 VANDALIA STREET ST PAUL MN 55114 473878626 RAISE AND HOLD FUNDS FOR PLANNED PARENTHOOD MN, ND, SD MN 501(C)(3) LINE 12A, I PLANNED PARENTHOOD NORTH CENTRAL STATES 0 PLANNED PARENTHOOD OF MINNESOTA POLITICAL ACTION FUND 671 VANDALIA STREET ST PAUL MN 55114 352174473 FURTHER PPMNS ACTION FUND'S POSITIONS ON POLITICAL AND PUBLIC POLICY ISSUES MN 527 PPMNS ACTION FUND 0 PLANNED PARENTHOOD MINNESOTA PAC 671 VANDALIA STREET ST PAUL MN 55114 813846443 FURTHER PPMNS ACTION FUND'S POSITIONS ON POLITICAL AND PUBLIC POLICY ISSUES MN 527 PPMNS ACTION FUND 0 0 1 1 1 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 PLANNED PARENTHOOD VOTERS OF IOWA B 298925 CASH VALUE PLANNED PARENTHOOD VOTERS OF NEBRASKA B 308580 CASH VALUE PLANNED PARENTHOOD VOTERS OF NEBRASKA 671 VANDALIA STREET ST PAUL MN 55114 470762497 194790 44059 238849 726944 965793 169869 42467 152323 68980 0 PLANNED PARENTHOOD VOTERS OF IOWA 671 VANDALIA STREET ST PAUL MN 55114 421357011 16259 11587 27846 478192 506038 100906 25227 0 0 0 PLANNED PARENTHOOD OF THE HEARTLAND INC 671 VANDALIA STREET ST PAUL MN 55114 420727488 0 66244 66244 25209711 25275955 1000000 250000 0 0 0 PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA 671 VANDALIA STREET ST PAUL MN 55114 410948382 0 0 0 51818355 51818355 1000000 250000 0 0 0 PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA ACTION FUND 671 VANDALIA STREET ST PAUL MN 55114 411709702 16942 71983 88925 949995 1038920 178892 44723 0 0 0 PLANNED PARENTHOOD NORTH CENTRAL STATES 671 VANDALIA STREET ST PAUL MN 55114 830614523 0 0 0 62458257 62458257 1000000 250000 0 0 0