2022-02-12T08:24:41-06:00 2021-03-31 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2020-07-01 350874276 PLANNED PARENTHOOD OF INDIANA AND KENTUCKY INC PLAN 3176374378 200 SOUTH MERIDIAN STREET NO 400 INDIANAPOLIS IN 46225 SCOTT BOYD CHIEF FINANCIAL OFFICER 3176374378 2022-02-09 1 SCOTT BOYD 999009999 ANGELA N CRAWFORD CPA P00573197 3176334705 2022-02-09 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X SCOTT BOYD 200 SOUTH MERIDIAN STREET NO 400 INDIANAPOLIS IN 46225 12298608 0 X WWW.PLANNEDPARENTHOOD.ORG X 1932 IN OUR MISSION IS TO SERVE PERSONS IN INDIANA AND KENTUCKY - WITHOUT BIAS OR JUDGMENT, WITHOUT FEAR, WITHOUT FAIL - BY PROVIDING ACCESS TO HIGH-QUALITY HEALTH CARE CONFIDENTIALLY AND COMPASSIONATELY; BY REDUCING UNINTENDED PREGNANCIES AND SEXUALLY TRANSMITTED DISEASES THROUGH AGE-APPROPRIATE AND ACCURATE SEXUAL HEALTH EDUCATION; AND BY ADVOCATING FOR FREEDOM OF INDIVIDUAL CHOICE IN ALL MATTERS OF SEXUAL HEALTH AND REPRODUCTIVE JUSTICE. X 19 19 292 165 0 0 5658434 2670477 10572403 9071876 -1112987 10424 139375 511769 15257225 12264546 0 0 0 0 10589109 8417195 0 0 551645 11405040 9451168 21994149 17868363 -6736924 -5603817 11886339 0 10719717 0 1166622 0 X OUR MISSION IS TO SERVE PERSONS IN INDIANA AND KENTUCKY - WITHOUT BIAS OR JUDGMENT, WITHOUT FEAR, WITHOUT FAIL - BY PROVIDING ACCESS TO HIGH-QUALITY HEALTH CARE CONFIDENTIALLY AND COMPASSIONATELY; BY REDUCING UNINTENDED PREGNANCIES AND SEXUALLY TRANSMITTED DISEASES THROUGH AGE-APPROPRIATE AND ACCURATE SEXUAL HEALTH EDUCATION; AND BY ADVOCATING FOR FREEDOM OF INDIVIDUAL CHOICE IN ALL MATTERS OF SEXUAL HEALTH AND REPRODUCTIVE JUSTICE. 0 0 14525371 9547105 PATIENT SERVICES:PROVIDES HEALTH CARE SERVICES TO MORE THAN 51,000 PEOPLE AT 19 HEALTH CENTERS IN INDIANA AND KENTUCKY TO ENSURE ALL INDIVIDUALS CAN ACCESS HIGH-QUALITY REPRODUCTIVE AND PREVENTIVE HEALTH CARE. EDUCATION AND TRAINING:ENGAGES TEENAGERS, PARENTS, AND COMMUNITY PARTNERS AND PROVIDES HONEST, MEDICALLY ACCURATE INFORMATION WITH THE GOALS OF ENCOURAGING RESPONSIBLE DECISIONS AND IMPROVING SEXUAL HEALTH FOR FUTURE GENERATIONS IN INDIANA AND KENTUCKY.PUBLIC POLICY:WORKS THROUGH COMMUNITY ENGAGEMENT AND POLICY-RELATED ADVOCACY TO EXPAND ACCESS TO ALL REPRODUCTIVE HEALTH SERVICES AND PROTECT THE RIGHT OF INDIVIDUALS TO MAKE DECISIONS ABOUT THEIR REPRODUCTIVE LIVES BASED ON MEDICALLY ACCURATE INFORMATION. 14525371 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 0 1 80 0 1 292 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 1 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN KY X THE ORGANIZATION 3176374378 200 SOUTH MERIDIAN STREET NO 400 INDIANAPOLIS IN 46225 KRISTEN ROBY DIMLOW CHAIR 2.00 X X 0 0 0 TUAN NGO TREASURER 2.00 X X 0 0 0 TERRI PICKENS MANWEILER SECRETARY 2.00 X X 0 0 0 JOANNA AMBERGER BOARD MEMBER 1.00 X 0 0 0 MARJORIE AU BOARD MEMBER 1.00 X 0 0 0 MICHAEL CARTER BOARD MEMBER 1.00 X 0 0 0 COLLEEN FOSTER BOARD MEMBER 1.00 X 0 0 0 KIM GREENE BOARD MEMBER 1.00 X 0 0 0 NORA HIATT BOARD MEMBER 1.00 X 0 0 0 TYLER LEPARD BOARD MEMBER 1.00 X 0 0 0 JOHN LEVY BOARD MEMBER 1.00 X 0 0 0 BRAD MJELDE BOARD MEMBER 1.00 X 0 0 0 CHRISTIE MOORE BOARD MEMBER 1.00 X 0 0 0 DIANE MOXNESS BOARD MEMBER 1.00 X 0 0 0 CHEMEN NEAL BOARD MEMBER 1.00 X 0 0 0 KYAN OLANNA BOARD MEMBER 1.00 X 0 0 0 BETSY SEATON BOARD MEMBER 1.00 X 0 0 0 DEBORAH SILVER BOARD MEMBER 1.00 X 0 0 0 JEFF SPRUNG BOARD MEMBER 1.00 X 0 0 0 CHRISTINE CHARBONNEAU CEO 1.00 X 0 429962 21681 SUSAN RETZLAFF VP PATIENT SERVICES 40.00 X 139590 0 11171 CHERYL GATZMER VP OF FINANCE 40.00 1.00 X 135301 0 17593 JUDI MORRISON VP EDUCATION, TRAINING, HR 40.00 1.00 X 162068 0 5226 LYNNE CLAPMAN DIRECTOR OF HEALTH SERVICES 40.00 X 137925 0 10513 ANDRE PAREE-HUFF VICE PRESIDENT OF IT 40.00 X 163057 0 15333 SUSAN NANKIN NURSE PRACTITIONER LEAD 40.00 X 140200 0 260 JENNIFER CONDON CLINICIAN MANAGER 40.00 X 123965 0 6620 ABBIE AUGER NURSE PRACTITIONER 40.00 X 124226 0 6054 HANNAH KEENER CLINICIAN MANAGER 40.00 X 110877 0 10597 LISA ROSE NURSE PRACTITIONER 40.00 X 109300 0 5941 1346509 429962 110989 13 0 1 0 NEXTGEN HEALTHCARE INC PO BOX 809390 CHICAGO IL 60680 ELECTRONIC HEALTH RECORDS LICENSES AND M 900532 MERLINO MEDIA GROUP LLC 7336 57TH AVE NE SEATTLE WA 98115 ADVERTISING 832401 CHANGE HEALTHCARE LLC 5995 WINWARD PARKWAY ALPHARETTA GA 30005 CALL CENTER 582965 NU-AGE INDUSTRIES LLC PO BOX 1543 PEARL RIVER NY 10965 TECHNOLOGY SERVICES 458321 AT&T PO BOX 5090 CAROL STREAM IL 60197 TECHNOLOGY / TELEPHONE SERVICES 296154 16 43519 87187 2539771 113880 2670477 NET PATIENT SERVICE REVENUE 624100 9071876 9071876 9071876 44486 44486 36540 0 36540 36540 36540 34062 -34062 -34062 -34062 MISCELLANOUS REVENUE 900099 475229 475229 475229 12264546 9547105 0 46964 662476 278240 384236 6276640 5021312 941496 313832 52765 42212 7915 2638 852172 681737 127826 42609 573142 458514 85971 28657 109573 38351 71222 12663 12663 1594076 1210473 367662 15941 388033 232820 120290 34923 1076700 979797 32301 64602 695293 632716 20859 41718 1178199 671573 506626 168123 141223 20175 6725 15589 15277 312 24736 24736 410266 369239 41027 132079 129437 2642 MEDICAL SUPPLIES 3584403 3584403 DUES & SUBSCRIPTIONS 43112 21556 21556 LICENSES & TAXES 18323 16491 1832 17868363 14525371 2791347 551645 268351 0 0 606717 0 602343 0 0 0 28040 0 726086 0 223907 0 0 5727006 0 0 3567262 0 110764 0 0 25863 0 11886339 0 9717009 1002708 10719717 0 X -3055143 0 4221765 0 1166622 0 11886339 0 X -5603817 4437195 X X 0 1 X 1 0 X 7287902 7624150 6811877 5658434 2670477 30052840 7287902 7624150 6811877 5658434 2670477 30052840 2670860 27381980 121175 75929 98846 103428 81026 480404 103947 96224 93090 155287 475229 923777 31457021 45990567 0.87050 0.87130 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2016 AMOUNT: $ 103,947. 2017 AMOUNT: $ 96,224. 2018 AMOUNT: $ 93,090. 2019 AMOUNT: $ 155,287. 2020 AMOUNT: $ 475,229. SCHEDULE A, PART II THE 2020 COLUMN IS FOR THE 6 MONTH PERIOD 7/1/20-12/31/20. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 17721842 17721842 17721842 17721842 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 14383 924 15307 250000 250000 250000 250000 1000000 1500000 9085 9085 2939608 718390 3657998 2849050 98465 7907 2939608 2615449 125000 115911 7310 2849050 2921697 139875 440000 6123 2615449 2884823 169918 133044 2921697 0.14900 0.81000 0.04100 1 0 0 PART V, LINE 4: THE ENDOWMENT CONSISTS OF TWO INDIVIDUAL FUNDS, A GENERAL ENDOWMENT FUND FOR WOMEN'S HEALTH AND EDUCATION AND ONE FOR ABORTION PATIENT GRANTS. ITS ENDOWMENT INCLUDES DONOR-RESTRICTED ENDOWMENT FUNDS. THE ORGANIZATION'S POLICY IS TO APPROPRIATE 5% OF ITS ENDOWMENT FUND'S AVERAGE FAIR VALUE OVER THE PRIOR 12 QUARTERS FOR DISTRIBUTION EACH YEAR. X X X 1 0 0 0 0 0 0 0 0 CHRISTINE CHARBONNEAU CEO 0 376300 0 45156 0 8506 0 8173 0 13508 0 451643 0 0 ANDRE PAREE-HUFF VICE PRESIDENT OF IT 163057 0 0 0 0 0 4892 0 10441 0 178390 0 0 0 JUDI MORRISON VP EDUCATION, TRAINING, HR 102359 0 0 0 59709 0 3071 0 2155 0 167294 0 0 0 CHERYL GATZMER VP OF FINANCE 135301 0 0 0 0 0 7966 0 9627 0 152894 0 0 0 SUSAN RETZLAFF VP PATIENT SERVICES 139590 0 0 0 0 0 4027 0 7144 0 150761 0 0 0 PART I, LINE 4A CHRISTIE GILLESPIE RECEIVED SEVERANCE PAY IN THE AMOUNT OF $190,000 UPON LEAVING THE ORGANIZATION. X 4 113881 FMV 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES SANCTUARY WEALTH TO SELL GIFTS OF STOCK WHEN RECEIVED. ALL ASSETS, INCLUDING CASH, ACCOUNTS RECEIVABLE, INVENTORY AND FIXED ASSETS, NET OF LIABILITIES. 2021-03-31 4437195 BOOK VALUE 910686012 PLANNED PARENTHOOD OF THE GREAT NORTHWEST HAWAII ALASKA INDIANA AND KY 2001 E MADISON SEATTLE WA 98122 501(C)(3) 1 1 0 0 1 1 1 1 0 PART I, LINE 2E: PERSON(S) INVOLVED: ALL BOARD MEMBERS AND OFFICERS PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: ALL BOARD MEMBERS AND OFFICERS OF PLANNED PARENTHOOD OF INDIANA AND KENTUCKY (PPINK) BECAME BOARD MEMBERS AND OFFICERS OF THE MERGED ENTITY, PLANNED PARENTHOOD GREAT NORTHWEST, HAWAI'I, ALASKA, INDIANA, KENTUCKY (PPGNHAIK). THOSE OFFICERS THAT WERE EMPLOYEES OF PPINK ARE NOW EMPLOYEES OF PPGNHAIK. FORM 990, ITEM J, WEBSITE ADDRESS: HTTPS://WWW.PLANNEDPARENTHOOD.ORG/PLANNED-PARENTHOOD-INDIANA-KENTUCKY FORM 990, PART VI, SECTION A, LINE 3 PLANNED PARENTHOOD OF THE GREAT NORTHWEST AND HAWAIIAN ISLANDS, INC. PROVIDES MANAGEMENT AND EXECUTIVE LEADERSHIP SERVICES TO THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER IS PLANNED PARENTHOOD OF THE GREAT NORTHWEST AND THE HAWAIIAN ISLANDS, INC. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS: THE FORM 990 REVIEW PROCESS INCLUDES A REVIEW BY THE CHIEF FINANCIAL OFFICER. THE 990 IS PRESENTED AND REVIEWED BY THE FINANCE COMMITTEE WITH A RECOMMENDATION FOR APPROVAL TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS RECEIVES A COMPLETE COPY OF THE FORM 990, INCLUDING SCHEDULES, FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY COMPLIANCE: THE POLICY COVERS ALL BOARD MEMBERS, OFFICERS, AND STAFF. EACH BOARD MEMBER IS REQUIRED TO DISCLOSE CONFLICTS AT LEAST ANNUALLY. IN ADDITION OFFICERS AND STAFF ARE REQUIRED TO DISCLOSE CONFLICTS. STAFF RESPONSIBLE FOR PURCHASING AND THOSE WITH CHECK SIGNING AUTHORITY REGULARLY MONITOR TRANSACTIONS FOR ANY BOARD MEMBER, OFFICER, OR STAFF INVOLVEMENT. BOARD MEMBERS RECUSE THEMSELVES FROM DISCUSSION AND VOTING WHEN TRANSACTIONS INVOLVE A POTENTIAL CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS: THE BOARD SETS THE COMPENSATION OF THE CEO. THE BOARD REFERS TO AND RELIES UPON THE PLANNED PARENTHOOD FEDERATION OF AMERICA (PPFA) COMPENSATION SURVEY IN DETERMINING THE APPROPRIATE LEVEL OF COMPENSATION. THE COO, IN CONSULTATION WITH THE CEO, SETS THE COMPENSATION OF OTHER KEY EMPLOYEES. MARKET STUDIES ARE CONSULTED TO DETERMINE APPROPRIATE COMPENSATION LEVELS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION: THE ARTICLES OF INCORPORATION ARE AVAILABLE AT THE SECRETARY OF STATES'S WEBSITE. THE BYLAWS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE NOT AVAILABE FOR PUBLIC INSPECTION. HOWEVER, THE ORGANIZATION DOES PROVIDE AN ANNUAL REPORT AVAILABLE AT ITS WEBSITE: HTTPS://WWW.PLANNEDPARENTHOOD.ORG/PLANNED-PARENTHOOD-INDIANA-KENTUCKY/WHO-WE -ARE/ANNUAL-REPORT. FORM 990, PART XI, LINE 9: TRANSFER TO PLANNED PARENTHOOD OF THE GREAT NORTHWEST AND HAWAIIAN ISLANDS 4,437,195. FORM 990, PART XII, LINE 1C, OVERSIGHT OF AUDIT: THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND NO PROCESSES HAVE CHANGED FROM PRIOR YEAR. PLANNED PARENTHOOD ADVOCATES OF INDIANA AND KENTUCKY INC 200 SOUTH MERIDIAN ST 400 INDIANAPOLIS IN 46225 351959672 PROVIDE ADVOCACY AND EDUCATION REGARDING REPRODUCTIVE CHOICE IN 501(C)(4) PLANNED PARENTHOOD OF INDIANA AND KENTUCKY INC 0 PLANNED PARENTHOOD ADVOCATES OF IN AND KY POLITICAL ACTION COMMITTEE 200 SOUTH MERIDIAN ST 400 INDIANAPOLIS IN 46225 141910894 SUPPORTS CANDIDATES IN ELECTORIAL ACTIVITIES IN 527 PLANNED PARENTHOOD VOTES NORTHWEST AND HAWAII 0 PLANNED PARENTHOOD ACTION KENTUCKY 200 SOUTH MERIDIAN ST 400 INDIANAPOLIS IN 46225 475049056 SUPPORTS CANDIDATES IN ELECTORIAL ACTIVITIES IN 527 PLANNED PARENTHOOD VOTES NORTHWEST AND HAWAII 0 PLANNED PARENTHOOD OF THE GREAT NORTHWEST AND THE HAWAIIAN ISLANDS INC 2001 E MADISON SEATTLE WA 98122 910686012 PROVIDE ADMINISTRATIVE AND OPERATIONAL OVERSIGHT WA 501(C)(3) LINE 10 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0