2023-05-12T10:40:14-05:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2021-07-01 420727488 PLANNED PARENTHOOD OF THE HEARTLAND INC PLAN 6516965500 671 VANDALIA STREET ST PAUL MN 55114 RUTH RICHARDSON PRESIDENT 6516965500 2023-05-10 1 RUTH RICHARDSON XXX-XX-XXXX KURT BENNION CPA P01469618 6123764500 2023-05-10 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z RUTH RICHARDSON 671 VANDALIA STREET ST PAUL MN 55114 17944147 0 X WWW.PPHEARTLAND.ORG X 1934 IA PROVIDE, PROMOTE AND PROTECT REPRODUCTIVE AND SEXUAL HEALTH. 5 2 0 1253 0 0 10480933 9895577 7950738 7709134 0 6 -212711 140207 18218960 17744924 812417 1067899 0 0 271403 350835 0 0 1448186 21106487 23338672 22190307 24757406 -3971347 -7012482 7834300 6804328 3724320 9407528 4109980 -2603200 X TO PROVIDE, PROMOTE AND PROTECT REPRODUCTIVE AND SEXUAL HEALTH THROUGH HEALTH SERVICES, EDUCATION AND ADVOCACY. 0 0 15906738 1067899 7707669 - HEALTHCARE SERVICES -IN FY22, PLANNED PARENTHOOD OF THE HEARTLAND, INC. (PPHEARTLAND) SERVED 30,894 PATIENTS IN 11 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. 1871551 0 1465 - PUBLIC & PROFESSIONAL EDUCATION SERVICES -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.PPHEARTLAND EDUCATION PROGRAMS REACHED 28,678 YOUTH AND ADULTS ACROSS IOWA AND NEBRASKA DURING FY2022. FORTY-THREE PERCENT OF ALL PRESENTATIONS OCCURRED IN PARTNERSHIP WITH K12 SCHOOLS.(CONTINUED IN SCHEDULE O)THE 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.PPHEARTLAND'S TRAINED EDUCATORS WORK IN COMMUNITIES THROUGH A BROAD BASE OF COLLABORATING AGENCIES. EDUCATORS CONDUCT COMMUNITY OUTREACH AT HEALTH FAIRS AND COMMUNITY EVENTS AND FACILITATE EDUCATIONAL PROGRAMMING WITH YOUTH AND ADULTS. IN FY2022, EDUCATORS FACILITATED 569 SINGLE- AND MULTI-SESSION PRESENTATIONS AND TABLED AT 55 EVENTS. 174719 0 0 - PUBLIC AFFAIRS -PUBLIC AFFAIRS STAFF IN IOWA AND NEBRASKA ENGAGED VOLUNTEERS IN ALMOST 4,000 HOURS OF OUTREACH, ADVOCACY AND ENGAGEMENT ACTIVITIES AT HEALTH CENTERS, ON COLLEGE CAMPUSES, AND IN THE COMMUNITY. ENGAGEMENT TACTICS CONTINUED TO BE CONDUCTED VIRTUALLY TO PROTECT THE HEALTH AND SAFETY OF OUR STAFF, VOLUNTEERS, AND COMMUNITIES WHILE THE PANDEMIC PERSISTED.(CONTINUED IN SCHEDULE O)IN IOWA, DESPITE THE COVID 19 PANDEMIC, 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, SOCIAL MEDIA, AND SHIFTING IN-PERSON EVENTS TO ONLINE EVENTS.IOWA PUBLIC AFFAIRS STAFF CONTINUED WORKING WITH THE LATINX COMMUNITY VIA THEIR RAIZ PROGRAM BY COLLABORATING WITH LATINX ORGANIZATIONS, CREATING WELL-BEING WORKSHOPS WITH ALLIED PARTNERS, AND TABLING AT EVENTS WITH COVID PRECAUTIONS LIKE LATINO FESTIVAL IN DES MOINES.IN NEBRASKA, STAFF CONDUCTED CIVIC ENGAGEMENT WORK IN THE COMMUNITY. WE WORKED WITH HEALTH CENTER STAFF, VOLUNTEERS, AND COMMUNITY BUSINESSES, ORGANIZATIONS, AND PARTNERS TO FOCUS ON VOTER ENGAGEMENT. STAFF ALSO PARTICIPATED IN THE NEBRASKA CIVIC ENGAGEMENT TABLE TO WORK IN PARTNERSHIP WITH OVER 60 OTHER 501C3 ORGANIZATIONS WORKING TO EMPOWER THE DIVERSE AMERICAN ELECTORATE.IN THE FALL, IOWA PUBLIC AFFAIRS STAFF EMPOWERED SEVERAL HEALTH CENTER PATIENTS WHO EXPRESSED THEIR DESIRE TO BECOME VOLUNTEERS AND WORKED WITH THE SPEAKER'S BUREAU PROGRAM MEMBERS TO SHARE THEIR STORIES. IT ALSO EMPOWERED AND SUPPORTED YOUTH ACTIVISM VIA GENERATION ACTION STUDENT GROUPS ON TWO ACTIVE CAMPUSES. ENGAGEMENT AND OUTREACH CONTINUED ONLINE FOR MEMBERS ON THE OTHER CAMPUSES. TWO NEW CAMPUSES WERE INVOLVED IN STARTING A YOUTH GROUP VIA A GENERATION ACTION PROGRAM AT THEIR UNIVERSITIES.STAFF IN IOWA AND NEBRASKA CONTINUE TO ENGAGE PATIENT STORYTELLERS THROUGH THE HEALTH CENTER ADVOCACY PROGRAM, BOTH THROUGH HEALTH CENTER ADVOCACY TABLES IN EIGHT 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. ALL PROGRAMS SHIFTED INTO THE DIGITAL SPACE IN RESPONSE TO COVID-19.IN NEBRASKA, PUBLIC AFFAIRS STAFF WORKED WITH 21 ACTIVE SPEAKERS' BUREAU MEMBERS TO SHARE THEIR STORIES WITH LAWMAKERS, MEDIA, AND OTHER PP SUPPORTERS. MEMBERS ALSO PROVIDED EDUCATION TO OTHERS ABOUT HOW TO SHARE THEIR STORY AND PROVIDED VIRTUAL PROGRAMMING DURING ANNUAL FUNDRAISING EVENTS IN OMAHA AND LINCOLN, HELPING TO STEWARD OVER 150 DONORS.THE IOWA PUBLIC AFFAIRS STAFF REACHED OUT TO SUPPORTERS AND VOTERS ON NATIONAL VOTER REGISTRATION DAY AND IN THE LATINX 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. THIS WAS CONDUCTED ENTIRELY ONLINE DUE TO THE PANDEMIC. IN LINCOLN AND OMAHA, PUBLIC AFFAIRS STAFF CONTINUED TO TRAIN SUPPORTERS TO VOLUNTEER AS HEALTH CENTER PATIENT ESCORTS AT THEIR RESPECTIVE HEALTH CENTERS. SUPPORTERS FILLED 373 VOLUNTEER SHIFTS AND CONTRUBUTED OVER 700 HOURS TO ESCORT PATIENTS AND ENSURE THEY COULD SAFELY ENTER AND LEAVE THE HEALTH CENTER.STAFF IN IOWA AND NEBRASKA SPOKE REGULARLY WITH MEMEBERS OF THE PRESS/MEDIA ABOUT SEXUAL AND REPRODUCTIVE HEALTH SERVICES AND RIGHTS. IOWA PUBLIC AFFAIRS STAFF GAVE PRESS INTERVIEWS WITH STATE AND NATIONAL JOURNALISTS TO SHARE INFORMATION ABOUT THE TEMPORARY BAN ON ABORTION IN THE STATE THAT OCCURRED AT THE BEGINNING OF THE PANDEMIC WHEN GOVERNOR REYNOLDS DETERMINED THAT ABORTION IS NOT AN ESSENTIAL SERVICE. THE ORGANIZATION FILED A LAWSUIT IN RESPONSE AND WAS ABLE TO PROTECT ABORTION SERVICES. LATER IN THE SPRING OF 2020 THE POTENTIAL CONSTITUTIONAL AMENDMENT RESTRICTING ABORTION BEGIN TO GENERATE MEDIA AND PRESS ATTENTION FROM ACROSS THE REGION. 17953008 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 38 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 CINDY KAISER SECRETARY & COO 1.00 39.00 X X 0 532522 33863 SARAH STOESZ PRESIDENT & DIRECTOR 1.00 39.00 X X 0 481234 33731 MICHAEL HOBAN TREASURER & CFO (THRU 11/1/21) 1.00 39.00 X X 0 293404 39680 SHERRI HUFF TREASURER & INTERIM CFO 1.00 39.00 X X 0 0 0 FRAN FLECK CHAIR 1.00 2.00 X X 0 0 0 ROBERT SHAW MD VICE CHAIR 1.00 1.00 X X 0 0 0 0 1307160 107274 0 0 1 0 BRIDGE HEALTHCARE PARTNERS LLC 1001 S MONACO PKWY 210 DENVER CO 80224 IT SERVICES 1772156 PLANNED PARENTHOOD HEARTLAND FOUNDATION 671 VANDALIA STREET ST PAUL MN 55114 ADMINISTRATION & OPERATIONS 664525 TIMCO CONSTRUCTION INC 14700 28TH AVENUE N SUITE 40 PLYMOUTH MN 55447 CONSTRUCTION 355433 AMERICAN SECURITY LLC PO BOX 1150 MINNEAPOLIS MN 55480 SECURITY 270153 CENTURYLINK BUSINESS PO BOX 52187 PHOENIX AZ 85072 TELECOMMUNICATIONS 159061 17 564139 627864 2908156 5795418 28813 9895577 CLINIC SERVICES 624100 7707669 7707669 EDUCATIONAL SERVICES 611710 1465 1465 7709134 6 6 241312 564139 199223 42089 42089 MISCELLANEOUS INCOME 900099 98118 98118 98118 17744924 7709134 0 140213 X 1067899 1067899 299125 299125 51710 49832 1878 6441337 3149673 2509809 781855 32722 32722 8367271 7431923 492710 442638 480582 478294 2288 190563 114926 70144 5493 2039867 165807 1873810 250 2455151 2062732 180108 212311 248302 188188 57517 2597 28839 27799 647 393 232852 155346 74934 2572 245690 219198 26492 MEDICAL SUPPLIES 2564290 2541127 23143 20 MISCELLANEOUS EXPENSES 11206 1139 10010 57 24757406 17953008 5356212 1448186 2230787 894052 2675699 2320003 562360 685688 321887 370378 155251 109505 8279753 6054196 1426225 2225557 137693 138515 58944 60630 265454 0 7834300 6804328 217744 551114 3506576 8856414 3724320 9407528 X 948190 -5685086 3161790 3081886 4109980 -2603200 7834300 6804328 -7012482 299302 0 X X 0 1 X 1 1 1 X 12827905 12341208 10398087 10484539 9895577 55947316 12827905 12341208 10398087 10484539 9895577 55947316 5238598 50708718 11730 8607 133 6 20476 82675 284126 301791 5239 339430 1013261 56981053 38633850 0.88990 0.79070 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 1308 220466 100062 318326 101370 538792 23207850 131851306 23309220 132390098 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 181665 164038 136942 538792 1021437 250000 250000 250000 250000 1000000 1500000 89600 105059 73691 220466 488816 2789706 2422981 366725 3985916 3631215 354701 1504131 1504131 2225557 DUE TO RELATED ORGANIZATION 8856414 8856414 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. CENTRAL IOWA EVENT 342864 336134 6730 6405 7724 FALL BOOK SALE 210750 210750 14553 139359 4 251837 228005 23832 1440 16182 100 13460 805451 564139 241312 15993 16182 6505 160543 199223 42089 1 PLANNED PARENTHOOD VOTERS OF IOWA 671 VANDALIA STREET ST PAUL MN 55114 421357011 501(C)(4) 379201 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) 465297 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) 64193 0 GENERAL SUPPORT LUTHERAN SERVICES OF IOWA 3125 COTTAGE GROVE AVE DES MOINES IA 50311 420698267 501(C)(3) 16511 0 GENERAL SUPPORT YOUNG WOMEN'S RECOURCE CENTER 808 5TH STREET DES MOINES IA 50309 510186073 501(C)(3) 105097 0 GENERAL SUPPORT PLANNED PARENTHOOD OF THE HEARTLAND FOUNDATION 671 VANDALIA STREET ST PAUL MN 55114 421240096 501(C)(3) 211665 0 TO SUPPORT THE MISSION OF PLANNED PARENTHOOD OF THE HEARTLAND FOUNDATION 4 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 CINDY KAISER SECRETARY & COO 0 306720 0 78980 0 146822 0 26000 0 7863 0 566385 0 0 SARAH STOESZ PRESIDENT & DIRECTOR 0 462240 0 0 0 18994 0 25000 0 8731 0 514965 0 0 MICHAEL HOBAN TREASURER & CFO (THRU 11/1/21) 0 225000 0 33750 0 34654 0 18410 0 21270 0 333084 0 0 PART I, LINE 3 THE ORGANIZATION'S PRESIDENT 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'S COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PART I, LINE 4B 457(F) PLAN CONTRIBUTIONS: SARAH STOESZ - $72,564 CINDY KAISER - $60,117 MICHAEL HOBAN - $19,954 457(F) PLAN DISTRIBUTIONS: CINDY KAISER - $144,724 MICHAEL HOBAN - $54,730 X 28813 FMV 0 0 1 1 PART I, LINE 32B: PLANNED PARENTHOOD OF THE HEARTLAND UTILIZED A STOCKBROKER FROM MERILL LYNCH WHO COMPLETED ALL STOCK TRANSACTIONS FOR THE ORGANIZATION. 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. 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 7,431,923. MANAGEMENT AND GENERAL EXPENSES 492,710. FUNDRAISING EXPENSES 442,638. TOTAL EXPENSES 8,367,271. 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 379201 CASH VALUE PLANNED PARENTHOOD VOTERS OF NEBRASKA B 465297 CASH VALUE PLANNED PARENTHOOD VOTERS OF NEBRASKA 671 VANDALIA STREET ST PAUL MN 55114 470762497 88950 11875 100825 380099 480924 96185 24046 64904 4640 0 PLANNED PARENTHOOD VOTERS OF IOWA 671 VANDALIA STREET ST PAUL MN 55114 421357011 23782 37687 61469 350978 412447 82489 20622 3160 0 0 PLANNED PARENTHOOD OF THE HEARTLAND INC 671 VANDALIA STREET ST PAUL MN 55114 420727488 1308 100062 101370 23207850 23309220 1000000 250000 0 0 0 PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA 671 VANDALIA STREET ST PAUL MN 55114 410948382 0 0 0 48901703 48901703 1000000 250000 0 0 0 PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA ACTION FUND 671 VANDALIA STREET ST PAUL MN 55114 411709702 103781 55719 159500 1126980 1286480 203648 50912 52869 0 0 PLANNED PARENTHOOD NORTH CENTRAL STATES 671 VANDALIA STREET ST PAUL MN 55114 830614523 2645 112983 115628 57883696 57999324 1000000 250000 0 0 0