2021-05-14T15:28:11-05:00 2020-06-30 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2019-07-01 410948382 PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA PLAN 6516965500 671 VANDALIA STREET ST PAUL MN 55114 SARAH A STOESZ PRESIDENT 6516965500 2021-05-07 1 KURT BENNION P01469618 6123764500 2021-05-07 2019 2022-09-23 18:48:47Z SARAH A STOESZ 671 VANDALIA STREET ST PAUL MN 55114 57910862 0 X WWW.PPMNS.ORG X 1968 MN AFFIRMING HUMAN RIGHTS TO REPRODUCTIVE HEALTH AND FREEDOM. 5 2 0 800 0 0 21714331 29693593 27812504 27589167 -54457 13986 545192 298148 50017570 57594894 3536209 6701541 0 0 1638994 235649 0 0 2049536 45921930 46665590 51097133 53602780 -1079563 3992114 20222899 19104609 8174351 3070430 12048548 16034179 X AFFIRMING HUMAN RIGHTS TO REPRODUCTIVE HEALTH AND FREEDOM. 0 0 37802343 6244820 27589017 - PATIENT SERVICES - IN FISCAL YEAR 2020, PPMNS SERVED 72,164 PATIENTS AT 19 HEALTH CENTERS LOCATED IN MINNESOTA AND SOUTH DAKOTA. OUR HEALTH CENTERS IN MINNESOTA AND SOUTH DAKOTA. 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. (CONTINUED IN SCHEDULE O)ABORTION CARE, COLPOSCOPY, LEEP, VASECTOMY AND MISCARRIAGE MANAGEMENT WERE OFFERED AT SELECTED SITES. SELECT SERVICES WERE OFFERED VIA TELEHEALTH. 67% OF CLIENTS RECEIVING CARE WERE AT OR BELOW 200% OF THE FEDERAL POVERTY LEVEL. PLANNED PARENTHOOD IS A WELL-KNOWN AND TRUSTED PROVIDER, CONSISTENTLY DELIVERING COMPASSIONATE CARE TO OUR CLIENTS IN A SUPPORTIVE ENVIRONMENT. OUR HEALTH CENTERS SERVE AS A GATEWAY FOR OUR CLIENTS TO OTHER ESSENTIAL HEALTH CARE SERVICES AND MANY OF OUR CLIENTS, REPORT THAT WE ARE THEIR PRIMARY SOURCE OF HEALTH CARE, PARTICULARLY IN RURAL AREAS. TO PROVIDE ACCESS FOR PATIENTS WHO OFTEN FACE BARRIERS TO SERVICE, PLANNED PARENTHOOD OFFERS WALK-IN APPOINTMENTS AND SAME DAY SCHEDULING, ONLINE APPOINTMENT SCHEDULING AND TEXT OR EMAIL APPOINTMENT REMINDERS, TELEHEALTH, A CENTRALIZED REFILL CENTER, AND A COMMITMENT TO PROVIDING INCLUSIVE CARE TO ALL CLIENTS. 1828185 0 150 - EDUCATION AND OUTREACH - DURING FISCAL YEAR 2020, EDUCATION AND OUTREACH PROGRAMS REACHED 20,037 PEOPLE. EDUCATION INCLUDED TRAINING 393 PARTICIPANTS ON A VARIETY OF REPRODUCTIVE AND SEXUAL HEALTH TOPICS.PEER EDUCATORS AND LAY HEALTH ADVISORS REACHED 3,374 PEOPLE ON TOPICS SUCH AS HEALTHY RELATIONSHIPS, BIRTH CONTROL, AND SEXUALLY TRANSMITTED INFECTIONS. IN ADDITION, 4,100 PEOPLE WERE REACHED THROUGH HEALTH FAIRS AND OTHER COMMUNITY EVENTS.(CONTINUED IN SCHEDULE O)ROTO (REACH ONE TEACH ONE) IS A YOUTH PEER EDUCATION PROGRAM CURRENTLY OFFERED IN ROCHESTER, DULUTH, ST. CLOUD, MINNEAPOLIS, ST. PAUL MN AND FARGO, ND. IN THE 14 ROTO PROGRAMS THAT OCCURED DURING FISCAL YEAR 2020, 151 PARTICIPANTS RECEIVED INTENSIVE TRAINING ON REPRODUCTIVE AND SEXUAL HEALTH TOPICS. PARTICIPANTS SHARED THEIR KNOWLEDGE WITH THEIR PEERS AND REACHED 2,731 PEOPLE.YOUTH POWER IS A PEER EDUCATION PROGRAM FOR AFRICAN IMMIGRANT YOUTH CURRENTLY OFFERED IN MINNEAPOLIS, MN. DURING THIS PERIOD, ONE PROGRAM TRAINED 12 PARTICIPANTS WHO REACHED 50 INDIVIDUALS THROUGH ONE-ON-ONE AND SMALL GROUP PEER EDUCATION SESSIONS.HMONG STAR (STUDENTS TEACHING ABOUT RESPONSIBILITY) IS A PEER EDUCATION PROGRAM FOR HMONG YOUTH IN THE TWIN CITIES METRO AREA. DURING FISCAL YEAR 2020, 24 YOUTH PARTICIPATED IN TWO PROGRAMS AND IN TURN EDUCATED 613 OF THEIR PEERS.TEEN COUNCIL IS AN INTENSIVE, YEAR-LONG YOUTH DEVELOPMENT PROGRAM FOR 10-12TH GRADE HIGH SCHOOL STUDENTS. PROGRAM ELEMENTS INCLUDE PEER EDUCATION, SERVICE LEARNING, AND INSTRUCTION ON A WIDE VARIETY OF TOPICS RELATED TO REPRODUCTIVE HEALTH AND SEXUALITY. PARTICIPANTS PRACTICE AND LEARN SKILLS SUCH AS PUBLIC SPEAKING, CLASSROOM INSTRUCTION, GOAL SETTING, INTERVIEWING, AND GROUP FACILITATION. TEEN COUNCIL PROGRAMS ARE OFFERED IN ROCHESTER, DULUTH, AND ST. PAUL, MN.DURING FISCAL YEAR 2020, 34 TEEN COUNCIL MEMBERS FROM THREE COHORTS REACHED 1,579 PEOPLE THROUGH PEER EDUCATION, PRESENTATIONS, AND OUTREACH IN THE COMMUNITY.QUE ONDA IS A PEER EDUCATION PROGRAM FOR LATINO YOUTH OFFERED IN RICHFIELD AND MINNEAPOLIS, MN. DURING FISCAL YEAR 2020, 50 PARTICIPANTS FROM FOUR QUE ONDA PROGRAMS REACHED 1,597 PEOPLE THROUGH PEER EDUCATION IN THEIR SCHOOLS AND COMMUNITY.SAFER SEX INTERVENTION (SSI) IS AN EVIDENCE-BASED MOTIVATIONAL INTERVIEW PROGRAM THAT WORKS TO REDUCE SEXUALY TRANSMITTED INFECTIONS AND TEEN PREGNANCY AMONG HIGH-RISK FEMALES AGES 10 TO 19 YEARS. THIS PROGRAM IS CURRENTLY OFFERED IN ROCHESTER, ST. PAUL, AND RICHFIELD, MN. DURING FISCAL YEAR 2020, 39 FEMALES WERE REACHED IN PARTNERSHIP WITH LOCAL PLANNED PARENTHOOD HEALTH CENTERS. PROGRAMS FOR ADULTS: PARTNERSHIP PROJECT IS AN ADULT LAY HEALTH ADVISOR PROGRAM THAT PROVIDES CULTURALLY RELEVANT PROGRAMMING TO AFRICAN IMMIGRANT ADULTS IN THE TWIN CITIES AREA. PROGRAM PARTICIPANTS HELP STRENGTHEN THEIR COMMUNITIES BY BECOMING TRUSTED SOURCES OF ACCURATE INFORMATION ABOUT REPRODUCTIVE HEALTH. DURING FISCAL YEAR 2020, TWO PROGRAMS PROVIDED TRAINING TO 27 PARTICIPANTS WHO IN TURN REACHED 416 PEOPLE.ENTRE AMIGAS TRAINS LATINA WOMEN TO BE LAY HEALTH ADVISORS AND EDUCATE THEIR COMMUNITY ON HEALTHY SEXUALITY AND REPRODUCTIVE HEALTH CARE. THE PROGRAM IS OFFERED IN MINNEAPOLIS, MN. DURING FISCAL YEAR 2020, TWO ENTRE AMIGAS PROGRAMS TRAINED 23 PARTICIPANTS WHO IN TURN REACHED 1,108 OF THEIR PEERS.PROMOTORAS ARE ENTRE AMIGAS GRADUATES WHO RECEIVE ADDITIONAL TRAINING, ENHANCE PUBLIC SPEAKING AND LEADERSHIP SKILLS, AND PRESENT REPRODUCTIVE AND SEXUAL HEALTH TOPICS IN SPANISH IN THE COMMUNITY. DURING FISCAL YEAR 2020, ONE PROMOTORAS PROGRAM TRAINED 15 EDUCATORS WHO REACHED 478 PEOPLE THROUGH ONE-ON-ONE AND SMALL GROUP CONVERSATIONS, PRESENTATIONS, AND EVENTS.ASKK (ANISHINAABE SEXUAL KNOWLEDGE KEEPERS) IS A CULTURALLY-SPECIFIC LAY HEALTH ADVISOR PROGRAM FOR AMERICAN INDIAN ADULTS IN BEMIDJI AND LEECH LAKE, MN. PARTICIPANTS GAIN KNOWLEDGE ABOUT REPRODUCTIVE HEALTH AND ARE TRAINED TO SHARE THEIR KNOWLEDGE WITH OTHERS. DURING FISCAL YEAR 2020, TWO PROGRAMS TRAINED 24 PARTICIPANTS WHO SUBSEQUENTLY REACHED 823 PEOPLE. TAKING SHAPE IS AN EDUCATIONAL PROGRAM FOR AMERICAN INDIAN YOUTH AND ADULTS CURRENTLY OFFERED IN BEMIDJI, RED LAKE, MILLE LACS, DULUTH, MOORHEAD, MN AND FARGO, ND. DURING FISCAL YEAR 2020, 14 TAKING SHAPE PROGRAMS REACHED 154 INDIVIDUALS, PROVIDING THEM WITH INCREASED KNOWLEDGE ABOUT REPRODUCTIVE AND SEXUAL HEALTH. 1067406 456721 0 - PUBLIC AFFAIRS - PUBLIC AFFAIRS STAFF IN MINNESOTA, NORTH DAKOTA AND SOUTH DAKOTA ENGAGED VOLUNTEERS IN OVER 3,000 HOURS OF OUTREACH, ADVOCACY AND ENGAGEMENT ACTIVITIES. THROUGH ONLINE AND OFFLINE ORGANIZING, WE GREW OUR EMAIL LIST BY NEARLY 25,000 PEOPLE AND OUR TEXT MESSAGING LIST BY OVER 8,000 PEOPLE. IN MINNESOTA, PUBLIC AFFAIRS STAFF AND VOLUNTEERS EXECUTED AN OUTREACH PROGRAM TO EDUCATE PATIENTS AND THE PUBLIC ABOUT THE HEALTH INSURANCE EXCHANGE CREATED BY THE AFFORDABLE CARE ACT. VOLUNTEERS CALLED MORE THAN 1,000 PEOPLE DURING THE THREE-WEEK OPEN ENROLLMENT PERIOD, REFERRING PEOPLE TO OUR NAVIGATORS (CONTINUED IN SCHEDULE O) FOR ASSISTANCE IN ENROLLING IN HEALTH INSURANCE. IN THE MIDST OF THE PANDEMIC, WE HELD OUR ANNUAL SOLIDARITY EVENT VIRTUALLY. SUPPORTERS UPLOADED VIDEOS OF PERSONAL STORIES AND SUPPORT FOR PLANNED PARENTHOOD HEALTH CENTERS, SERVICES, AND STAFF. IN MINNESOTA, PUBLIC AFFAIRS HIRED A NEW STAFFER TO DO CIVIC ENGAGEMENT WORK IN THE COMMUNITY. WE WORKED WITH HEALTH CENTER STAFF, VOLUNTEERS, AND COMMUNITY BUSINESSES, ORGANIZATIONS, AND PARTNERS TO FOCUS ON CENSUS PARTICIPATION AND VOTER ENGAGEMENT. IN ROCHESTER, STAFF RECRUITED AND TRAINED VOLUNTEERS TO BE CLINIC ESCORTS AND HEALTH CENTER VOLUNTEERS. PUBLIC AFFAIRS STAFF AND VOLUNTEERS IN MINNESOTA SPOKE AT COLLEGES ACROSS THE STATE ABOUT THE STATE OF REPRODUCTIVE HEALTH AND RIGHTS AND HOW PEOPLE CAN GET INVOLVED AND TAKE ACTION.IN MINNESOTA, STAFF BROUGHT ON NEARLY 100 NEW VOLUNTEERS INTO OUR PUBLIC AFFAIRS WORK AND ENGAGED OVER 4,000 SUPPORTERS IN ONLINE ACTIONS.IN NORTH DAKOTA, PUBLIC AFFAIRS ADDED NEARLY 2,000 SUPPORTERS TO OUR EMAIL LIST, CULTIVATED 409 DONORS ACROSS THE STATE, AND ENGAGED 16 MEMBERS OF THE NORTH DAKOTA ADVISORY COMMITTEE. THE NORTH DAKOTA ADVISORY COMMITTEE EXPANDED ITS SIZE AND REACH ACROSS THE STATE. THE RECRUITMENT COMMITTEE LED AN APPLICATION AND RECRUITMENT PROCESS RESULTING IN SIX NEW MEMBERS. IN NORTH DAKOTA, PUBLIC AFFAIRS WAS A SILVER LEVEL SPONSOR OF THE FARGO MOORHEAD PRIDE EVENT, HOSTING THREE BOOTHS: PUBLIC AFFAIRS, EDUCATION, AND RAPID HIV TESTING. STAFF ALSO HOSTED THE 15TH ANNUAL PROGRESS ON THE PRAIRIE EVENT WITH KEYNOTE SPEAKER KITTY KOLBERT, LEAD ATTORNEY IN THE PLANNED PARENTHOOD V. CASEY IN 1991. IN NORTH DAKOTA, WE WERE A KEY SPONSOR OF THE 2020 FARGO-MOORHEAD WOMEN'S MARCH. IN NORTH DAKOTA, STAFF GATHERED MASKS FROM VOLUNTEERS AS A PART OF A CARE PACKAGE PROJECT TO PROVIDE SUPPLIES TO LOCAL COMMUNITY ORGANIZATIONS AND THE MOORHEAD PLANNED PARENTHOOD CLINIC DURING THE PANDEMIC. IN NORTH DAKOTA, WE CONTINUED TO CULTIVATE AND ACTIVATE OUR PLANNED PARENTHOOD GENERATION ACTION CAMPUS GROUPS. HIGHLIGHTS INCLUDED CAMPUS INTERNS TABLING AND CO-HOSTING EDUCATIONAL AND ACTION ORIENTED EVENTS ON CAMPUS. IN NORTH DAKOTA, STAFF SPOKE AT THE 2ND ANNUAL LGBTQ SUMMIT IN BISMARCK WITH OVER 100 PEOPLE IN ATTENDANCE.THE NORTH DAKOTA, STAFF HELD THEIR FIRST HEALTHY NEIGHBORHOOD CANVASS IN MOORHEAD, MN, SPEAKING TO RESIDENTS ABOUT SERVICES AND LOCATION OF THE MOORHEAD PLANNED PARENTHOOD HEALTH CENTER. IN SOUTH DAKOTA, PUBLIC AFFAIRS STAFF ADDED A PRIVATE FACEBOOK GROUP FOR TIME-SENSITIVE ACTIONS TO ISSUES THAT ARISE IN THE STATE AND FEDERALLY. THE SOUTH DAKOTA ADVISORY COMMITTEE INCLUDES 17 MEMBERS FROM ACROSS THE STATE, REPRESENTING DIVERSE AGES AND BACKGROUNDS.SOUTH DAKOTA STAFF CONTINUED WORK ON TWO COLLEGE CAMPUSES THROUGH A CAMPUS ORGANIZING PROGRAM AT BOTH SOUTH DAKOTA STATE UNIVERSITY AND UNIVERSITY OF SOUTH DAKOTA TO FURTHER PROVIDE INCOMING AND CURRENT STUDENTS WITH INFORMATION ABOUT PLANNED PARENTHOOD'S MISSION AND THE SERVICES WE PROVIDE THE COMMUNITY. THE CAMPUS ORGANIZER HAS DEVELOPED RELATIONSHIPS ON THESE CAMPUSES DESPITE THE HURDLES OF THE COVID-19 PANDEMIC.STAFF GAVE PRESS INTERVIEWS WITH NATIONAL JOURNALISTS TO SHARE INFORMATION ABOUT THE TEMPORARY STOPPAGE OF ABORTION CARE DURING THE PANDEMIC FOR THE SAFETY OF THE PATIENTS AND OUR PROVIDERS. 40697934 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 1 1 0 1 0 1 78 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 0 1 1 1 1 1 1 0 0 0 MN X PLANNED PARENTHOOD NORTH CENTRAL STATES 6516965500 671 VANDALIA STREET ST PAUL MN 55114 SARAH STOESZ PRESIDENT & DIRECTOR 13.00 27.00 X X 0 394015 112060 CINDY KAISER SECRETARY & COO 28.00 12.00 X X 0 303470 66898 SARAH TRAXLER MD CMO 35.00 5.00 X 0 250944 71483 MERI BETH KENNEDY SVP OF CLINICAL OPS (THROUGH JULY 2019) 35.00 5.00 X 0 229030 28495 JENNIFER SODERHOLM CDO (THROUGH AUGUST 2019) 30.00 10.00 X 0 188650 47566 MICHAEL HOBAN TREASURER & CFO 28.00 12.00 X X 0 150461 15970 SHANE SWANSON CHAIR 1.00 2.00 X X 0 0 0 ABIGAIL ROSE VICE CHAIR 1.00 1.00 X X 0 0 0 0 1516570 342472 0 1 1 0 PLANNED PARENTHOOD NORTH CENTRAL STATES 671 VANDALIA STREET ST PAUL MN 55114 ADMINISTRATION AND OPERATIONS 23793613 BRIDGE HEALTHCARE PARTNERS LLC 1001 S MONACO PKWY 210 DENVER CO 80224 IT SERVICES 909676 GOOGLE INC DEPT 33654 PO BOX 39000 SAN FRANCISCO CA 94139 ADVERTISING 509383 TEGRETE 4111 MACKENZIE COURT NE SUITE 100 ST MICHAEL MN 55376 JANITORIAL SERVICES 498354 TIMCO CONSTRUCTION INC 14700 28TH AVENUE N SUITE 40 PLYMOUTH MN 55447 CONSTRUCTION SERVICES 427062 26 1273636 8832093 2714668 16873196 886474 29693593 PATIENT SERVICES 621300 27589017 27589017 SPEAKER FEES 900099 150 150 27589167 13986 13986 77301 1273636 315968 -238667 -238667 MANAGEMENT FEES 900099 332490 332490 MISCELLANEOUS REVENUE 900099 204325 204325 536815 57594894 27589167 0 312134 X 6701541 6701541 198967 1848 197119 36682 36682 804664 -103410 641709 266365 124163 5174 118989 45908 45908 4419 4419 27077324 20600986 4974165 1502173 1780131 1408398 346584 25149 668672 422853 193302 52517 1919446 661636 1246572 11238 3557131 3264234 208750 84147 366158 292471 55218 18469 109643 87014 16056 6573 1079994 764738 310900 4356 320117 298887 21230 CLINICAL SUPPLIES 6153018 6094805 16832 41381 LEASE EXPENSE 2074966 2074966 EQUIPMENT EXPENSE 285451 160993 121919 2539 OTHER STAFF EXPENSE 49640 35286 11107 3247 244745 480 212883 31382 53602780 40697934 10855310 2049536 8642451 9244709 2295317 1498429 2944470 2574971 104292 131032 608150 734290 365965 299368 15194174 10632878 4531434 4561296 730820 60514 20222899 19104609 1930127 1395069 114958 100881 6129266 1574480 8174351 3070430 X 5257386 11738844 6791162 4295335 12048548 16034179 20222899 19104609 3992114 -6483 0 X 0 1 X 1 1 1 X 13639073 17220376 17552892 21714331 23557511 93684183 13639073 17220376 17552892 21714331 23557511 93684183 11557572 82126611 549969 17754 8663 10561 13986 600933 1108707 1091192 1263127 867887 614116 4945029 99230145 139157299 0.82760 0.90110 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS MANAGEMENT FEES RESEARCH REVENUE FUNDRAISING EVENT REVENUES PRIOR YEAR REVENUE PUBLICATION SALES RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 105059 0 58979 0 164038 51553244 71465704 51553244 71629742 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 115331 33453 181665 164038 494487 250000 250000 250000 250000 1000000 1500000 45405 7972 89600 105059 248036 30471931 269385 30042670 698646 3601610 2687133 914477 4581924 3417372 1164552 6019424 4528373 1491051 991216 991216 4561296 ANNUITIES PAYABLE 182502 DUE TO RELATED ORGANIZATIONS 1391978 1574480 X PART X, LINE 2: PLANNED PARENTHOOD MINNESOTA, NORTH DAKOTA, SOUTH DAKOTA IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 509(A) 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. CELEBRATE PLANNED PARENTHOOD 1231550 1174769 56781 12740 105000 92210 6815 40039 READY OR HOT 119387 98867 20520 3500 17745 8775 29144 1350937 1273636 77301 12740 108500 109955 15590 69183 315968 -238667 1 PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA FUND 671 VANDALIA STREET ST PAUL MN 55114 473878626 501(C)(3) 6242096 CONTRIBUTIONS TRANSFER PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA ACTION FUND 671 VANDALIA STREET ST PAUL MN 55114 411709702 501(C)(4) 456721 GENERAL SUPPORT, INCLUDING LOBBYING EXPENDITURES 1 1 PART I, LINE 2: GRANTS TO THE ORGANIZATIONS ARE DESIGNATED FOR SPECIFIC PURPOSE USE OR ARE CHARITABLE DONATIONS THAT DO NOT REQUIRE REPORTING AFTER DISBURSEMENT. 0 1 0 0 0 0 0 0 0 SARAH STOESZ PRESIDENT & DIRECTOR 0 377408 0 0 0 16607 0 82762 0 29298 0 506075 0 0 CINDY KAISER SECRETARY & COO 0 254890 0 0 0 48580 0 57150 0 9748 0 370368 0 0 SARAH TRAXLER MD CMO 0 248946 0 0 0 1998 0 51774 0 19709 0 322427 0 0 MERI BETH KENNEDY SVP OF CLINICAL OPS (THROUGH JULY 2019) 0 150594 0 25 0 78411 0 20444 0 8051 0 257525 0 0 JENNIFER SODERHOLM CDO (THROUGH AUGUST 2019) 0 166799 0 0 0 21851 0 38719 0 8847 0 236216 0 0 MICHAEL HOBAN TREASURER & CFO 0 148239 0 0 0 2222 0 0 0 15970 0 166431 0 0 PART I, LINE 3 PLANNED PARENTHOOD MINNESOTA, NORTH DAKOTA, SOUTH DAKOTA 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 - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PART I, LINE 4B 457(F) PLAN DEFERRALS: SARAH STOESZ - $71,025 CINDY KAISER - $49,100 SARAH TRAXLER, MD - $45,965 JENNIFER SODERHOLM - $21,181 MERI BETH KENNEDY - $7,015 457(F) PLAN DISTRIBUTIONS: MERI BETH KENNEDY - $72,253 CINDY KAISER - $41,309 JENNIFER SODERHOLM - $19,765 X 2 4200 FMV X 557 FMV X 2145 FMV X 59 818525 DAILY TRADING PRICE X 2 291 FMV X 5 1308 FMV X MISCELLANEOUS 131 50237 FMV X GIFT CERT. 72 9211 FMV 0 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES A STOCK BROKER TO PROCESS DONATED SECURITIES. 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 TWO MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED BY THE BOARD OF DIRECTORS OF PLANNED PARENTHOOD NORTH CENTRAL STATES. THE OTHER THREE DIRECTORS, WITH VOTING RIGHTS, ARE THE CEO, COO AND CFO OF PLANNED PARENTHOOD NORTH CENTRAL STATES. ONE OF THE DIRECTORS MUST BE A VOTING MEMBER OF THE BOARD OF DIRECTORS OF PLANNED PARENTHOOD NORTH CENTRAL STATES. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING ACTIONS REQUIRE APPROVAL OF THE BOARD OF DIRECTORS OF PLANNED PARENTHOOD NORTH CENTRAL STATES 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 SUBSTANTIALLY 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 ALL DIRECTORS, OFFICERS, MANAGEMENT STAFF, AND CLINICIANS COMPLETE A CONFLICT OF DISCLOSURE STATEMENT ANNUALLY TO BE REVIEWED BY THE CHIEF EXECUTIVE OFFICER OR THE BOARD CHAIR. IT IS A CONTINUING RESPONSIBILITY OF COVERED INDIVIDUALS TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND TO IMMEDIATELY MAKE DISCLOSURES FOR POTENTIAL CONFLICTS THROUGHOUT THE YEAR. PRIOR TO BOARD OR COMMITTEE ACTION ON A CONTRACT OR TRANSACTION INVOLVING A CONFLICTED MEMBER, THE CONFLICTED MEMBER SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. THE CONFLICTED MEMBER SHALL NOT PARTICIPATE IN OR BE PERMITTED TO HEAR THE BOARD OR COMMITTEE'S DISCUSSION EXCEPT TO DISCLOSE FACTS AND TO RESPOND TO QUESTIONS. CONFLICTED MEMBERS SHALL NOT BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM FOR THE PURPOSES OF THE VOTE AND SHALL NOT BE PERMITTED TO VOTE. THE MINUTES OF THE MEETING SHALL INCLUDE DETAILS OF THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 PLANNED PARENTHOOD MINNESOTA, NORTH DAKOTA, SOUTH DAKOTA DOES NOT COMPENSATE ANY INDIVIDUALS. THE ORGANIZATION HAS A SERVICES AGREEMENT IN PLACE WITH PLANNED PARENTHOOD NORTH CENTRAL STATES, AND RELIED ON PLANNED PARENTHOOD NORTH CENTRAL STATES IN SETTING THE COMPENSATION OF THOSE INDIVIDUALS LISTED IN FORM 990, PART VII, SECTION A. PLANNED PARENTHOOD NORTH CENTRAL STATES USED THE FOLLOWING METHODS TO ESTABLISH THE PRESIDENT'S COMPENSATION: PPNCS UTILIZES AN OUTSIDE COMPENSATION CONSULTANT TO CONDUCT A MARKET ANALYSIS OF PRESIDENT 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 PRESIDENT 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 PRESIDENT 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 2018 FOR THE PRESIDENT, 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 OTHER SERVICES: PROGRAM SERVICE EXPENSES 20,600,986. MANAGEMENT AND GENERAL EXPENSES 4,974,165. FUNDRAISING EXPENSES 1,502,173. TOTAL EXPENSES 27,077,324. 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