2021-05-12T10:12:24-05:00 2020-06-30 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2019-07-01 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 2021-05-11 1 ANGELA N CRAWFORD CPA P00573197 3176334705 2021-05-11 2019 2022-09-23 18:48:47Z SCOTT BOYD 200 SOUTH MERIDIAN STREET NO 400 INDIANAPOLIS IN 46225 16727991 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. 19 19 249 165 0 0 6811877 5658434 9158012 10572403 92226 -1112987 78906 139375 16141021 15257225 0 0 0 0 8933228 10589109 18675 0 673687 10548081 11405040 19499984 21994149 -3358963 -6736924 12916884 11886339 4989183 10719717 7927701 1166622 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 16342135 10416825 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. 544369 276099 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. 314291 34766 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. 17200795 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 89 0 1 249 1 0 0 0 0 0 1 1 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 BETSY SEATON BOARD MEMBER 1.00 X 0 0 0 BRAD MJELDE BOARD MEMBER 1.00 X 0 0 0 CHEMEN NEAL BOARD MEMBER 1.00 X 0 0 0 CHRISTIE MOORE BOARD MEMBER 1.00 X 0 0 0 COLLEEN FOSTER BOARD MEMBER 1.00 X 0 0 0 DEBORAH SILVER BOARD MEMBER 1.00 X 0 0 0 DIANE MOXNESS BOARD MEMBER 1.00 X 0 0 0 JEFF SPRUNG BOARD MEMBER 1.00 X 0 0 0 JOANNA AMBERGER BOARD MEMBER 1.00 X 0 0 0 JOHN LEVY BOARD MEMBER 1.00 X 0 0 0 KIM GREENE BOARD MEMBER 1.00 X 0 0 0 KRISTEN ROBY DIMLOW CHAIR 2.00 X X 0 0 0 KYAN OLANNA 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 NORA HIATT BOARD MEMBER 1.00 X 0 0 0 TERRI PICKENS MANWEILER SECRETARY 2.00 X X 0 0 0 TUAN NGO TREASURER 2.00 X X 0 0 0 TYLER LEPARD BOARD MEMBER 1.00 X 0 0 0 ANDRE PAREE-HUFF VICE PRESIDENT OF IT 40.00 X 100632 0 22766 CHERYL GATZMER VP OF FINANCE 40.00 1.00 X 132737 0 21578 CHRISTINE CHARBONNEAU CEO 1.00 X 0 426080 19511 JUDI MORRISON VP EDUCATION, TRAINING, HR 40.00 1.00 X 104386 0 13189 LYNNE BUNCH VP PATIENT SERVICES 40.00 X 96025 0 3057 ABBIE AUGER NURSE PRACTITIONER 40.00 X 105295 0 11073 CAROL DELLINGER PHYSICIAN 40.00 X 180553 0 17681 JENNIFER CONDON NURSE PRACTITIONER 40.00 X 104220 0 16497 LYNNE CLAPMAN NURSE PRACTITIONER 40.00 X 137767 0 4752 CHRISTIE GILLESPIE FORMER PRESIDENT AND CEO 40.00 1.00 X 252894 0 595 1214509 426080 130699 10 1 1 0 CHANGE HEALTHCARE 5995 WINWARD PARKWAY ALPHARETTA GA 30005 CALL CENTER 572498 NU-AGE INDUSTRIES LLC 334 ROUTE 9W PO BOX 680 PALISADES NY 10964 TECHNOLOGY SERVICES 251215 CENTER FOR DISEASE DETECTION PO BOX 659509 SAN ANTONIO TX 78265 LAB SERVICES 190255 JUDKINS PARK PLACE LLC 801 23RD AVENUE SOUTH 201 SEATTLE WA 98144 CONSTRUCTION MANAGEMENT 178624 BLUE & COMPANY 12800 N MERIDIAN ST SUITE 400 CARMEL IN 46032 AUDIT & TAX SERVICES 115181 6 88461 15000 293229 5261744 37972 5658434 NET PATIENT SERVICE REVENUE 624100 10572403 10572403 10572403 103428 103428 218924 173415 1261924 45509 -1261924 -1216415 -1216415 19515 15000 35427 -15912 -15912 OTHER RELATED REVENUE 900099 155287 155287 155287 15257225 10727690 0 -1128899 X 502054 210863 291191 8313462 6650770 1247019 415673 66213 52970 9932 3311 1045473 836378 156821 52274 661907 529526 99286 33095 161208 56423 104785 81011 81011 15935 15935 2944604 1980274 934884 29446 546283 327770 169348 49165 740866 674188 22226 44452 1702574 970467 732107 411244 345445 49349 16450 36822 36086 736 44125 44125 515553 463998 51555 255063 249962 5101 MEDICAL SUPPLIES 3519073 3519073 LICENSES & TAXES 167041 150337 16704 BANK FEES 124253 60884 33548 29821 DUES & SUBSCRIPTIONS 100160 50080 50080 39225 35301 3924 21994149 17200795 4119667 673687 417644 268351 728566 606717 605089 602343 28040 586553 726086 85457 223907 6389377 662371 6922750 5727006 3440233 3567262 110764 110764 19828 25863 12916884 11886339 3968895 9717009 1000000 1002708 20288 0 4989183 10719717 X 3503240 -3055143 4424461 4221765 7927701 1166622 12916884 11886339 -6736924 -24155 0 X X 0 1 X 1 1 1 X 7180544 7287902 7624150 6811877 5658434 34562907 7180544 7287902 7624150 6811877 5658434 34562907 3433950 31128957 244116 121175 75929 98846 103428 643494 71283 103947 96224 93090 155287 519831 35726232 46111844 0.87130 0.86430 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2015 AMOUNT: $ 71,283. 2016 AMOUNT: $ 103,947. 2017 AMOUNT: $ 96,224. 2018 AMOUNT: $ 93,090. 2019 AMOUNT: $ 155,287. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 23128662 23418408 23128662 23418408 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 25705 14383 924 41012 250000 250000 250000 250000 1000000 1500000 17456 9085 26541 2849050 98465 7907 2939608 2615449 125000 115911 7310 2849050 2921697 139875 440000 6123 2615449 2884823 169918 133044 2921697 3036243 37370 183685 5105 2884823 0.00000 0.91900 0.08100 1 0 745000 745000 773119 80521 692598 4198321 470630 3727691 672937 111220 561717 5727006 ASSETS WHOSE USE IS LIMITED 3547684 C OTHER ASSETS 19578 C 3567262 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. 4PLAY SOIREE 34515 15000 19515 6604 11626 500 16697 34515 15000 19515 6604 11626 500 16697 35427 -15912 X X X 1 0 0 0 0 0 0 0 0 CHERYL GATZMER VP OF FINANCE 132737 0 0 0 0 0 3982 0 17596 0 154315 0 0 0 CHRISTINE CHARBONNEAU CEO 0 375428 0 42600 0 8052 0 7720 0 11791 0 445591 0 0 CAROL DELLINGER PHYSICIAN 180553 0 0 0 0 0 5417 0 12264 0 198234 0 0 0 CHRISTIE GILLESPIE FORMER PRESIDENT AND CEO 252894 0 0 0 0 0 0 0 595 0 253489 0 0 0 PART I, LINE 4A CHRISTIE GILLESPIE RECEIVED SEVERANCE PAY IN THE AMOUNT OF $190,000 UPON LEAVING THE ORGANIZATION. PART I, LINE 3 CHRISTINE CHARBONNEAU IS COMPENSATED BY A RELATED ORGANIZATION. THAT ORGANIZATIOIN UTILIZES AN INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY, AND APPROVAL BY A COMPENSATION COMMITTEE IN DETERMINING COMPENSATION. X 3 13536 ACTUAL X BROCHURE RACKS FOR THE HEALTH CARE CENTERS 3 19451 ACTUAL X AUCTION ITEMS 56 7051 ACTUAL 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES SANCTUARY WEALTH TO SELL GIFTS OF STOCK WHEN RECEIVED. 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 VICE PRESIDENT OF FINANCE AND 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 IX, LINE 11G PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 1,980,274. MANAGEMENT AND GENERAL EXPENSES 934,884. FUNDRAISING EXPENSES 29,446. TOTAL EXPENSES 2,944,604. 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