2020-05-26T08:52:28-05:00 2019-06-30 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2018-07-01 410948382 PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA PLAN 6516965500 671 VANDALIA STREET ST PAUL MN 55114 SARAH A STOESZ PRESIDENT 6516965500 2020-05-13 1 KURT BENNION P01469618 6123764500 2020-05-13 67.137.57.251 2020-05-13 15:12:19 PD P A4258E81CFDAF8D2EB0B087E0B1D06A6AB531159 87BD3611550E1D67138C53841B1C9A886D50C97E 2018 2020-09-23 17:36:50Z SARAH A STOESZ 671 VANDALIA STREET ST PAUL MN 55114 50405283 0 X WWW.PPMNS.ORG X 1968 MN AFFIRMING HUMAN RIGHTS TO REPRODUCTIVE HEALTH AND FREEDOM. 5 2 409 2724 0 0 17552892 21714331 29556585 27812504 3405 -54457 961624 545192 48074506 50017570 921680 3536209 0 0 24322392 1638994 0 0 3204601 21610929 45921930 46855001 51097133 1219505 -1079563 18614578 20222899 5489672 8174351 13124906 12048548 X AFFIRMING HUMAN RIGHTS TO REPRODUCTIVE HEALTH AND FREEDOM. 0 0 35198200 3217764 27809446 - PATIENT SERVICES - IN FISCAL YEAR 2019, PPMNS SERVED 71,362 PATIENTS AT 19 HEALTH CENTERS IN MINNESOTA AND SOUTH DAKOTA. OUR HEALTH CENTERS PROVIDED ANNUAL EXAMS; PAP TESTS; BIRTH CONTROL; EMERGENCY CONTRACEPTION; PREGNANCY TESTING AND OPTIONS COUNSELING; FERTILITY AWARENESS EDUCATION; BREAST/CHEST EXAMS AND MAMMOGRAPHY REFERRAL; PREP FOR HIV PREVENTION; HIV TESTING, EDUCATION AND REFERRAL; TESTING AND TREATMENT FOR STDS/STIS, UTIS, VAGINAL, AND BLADDER INFECTIONS; HPV AND HEPATITIS B VACCINATIONS; AND REFERRALS FOR ADDITIONAL CARE. ABORTION CARE, COLPOSCOPY, LEEP, VASECTOMY AND MISCARRIAGE MANAGEMENT WERE OFFERED AT SELECTED SITES. 79% OF CLIENTS RECEIVING CARE WERE AT OR BELOW 200% OF THE FEDERAL POVERTY LEVEL. (CONTINUED IN SCHEDULE O)PLANNED PARENTHOOD IS A TRUSTED PROVIDER, AND SERVES AS A GATEWAY TO OTHER ESSENTIAL HEALTH CARE SERVICES FOR OUR CLIENTS, MANY OF WHOM 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, ONLINE HEALTH, A CENTRALIZED REFILL CENTER, AND A COMMITMENT TO PROVIDING INCLUSIVE CARE TO OUR INCREASINGLY DIVERSE CLIENTS. 2074226 0 3058 - EDUCATION AND OUTREACH - DURING FISCAL YEAR 2019, EDUCATION AND OUTREACH PROGRAMS REACHED 41,403 PEOPLE. EDUCATION INCLUDED TRAINING 520 PARTICIPANTS ON A VARIETY OF REPRODUCTIVE AND SEXUAL HEALTH TOPICS. SEVEN PARENT-CHILD RETREATS FOCUSED ON PUBERTY, REPRODUCTIVE ANATOMY, AND PARENT-CHILD COMMUNICATION AND CONNECTEDNESS. PEER EDUCATORS AND LAY HEALTH ADVISORS REACHED 12,720 PEOPLE ON TOPICS SUCH AS HEALTHY RELATIONSHIPS, BIRTH CONTROL, AND SEXUALLY TRANSMITTED INFECTIONS. IN ADDITION, 17,776 PEOPLE WERE REACHED THROUGH HEALTH FAIRS AND OTHER COMMUNITY EVENTS.(CONTINUED IN SCHEDULE O)YOUTH PROGRAMS:ROTO (REACH ONE TEACH ONE) IS A YOUTH PEER EDUCATION PROGRAM CURRENTLY OFFERED IN ROCHESTER, DULUTH, ST. CLOUD, MINNEAPOLIS, MN AND FARGO, ND. IN THE 12 ROTO PROGRAMS THAT OCCURED DURING FISCAL YEAR 2019, 127 PARTICIPANTS RECEIVED INTENSIVE TRAINING ON REPRODUCTIVE AND SEXUAL HEALTH TOPICS. PARTICIPANTS FROM 12 PROGRAMS IN TURN SHARED THEIR KNOWLEDGE WITH THEIR PEERS AND REACHED 3,102 PEOPLE.YOUTH POWER IS A PEER EDUCATION PROGRAM FOR AFRICAN IMMIGRANT YOUTH CURRENTLY OFFERED IN MINNEAPOLIS, MN. DURING THIS PERIOD, ONE PROGRAM TRAINED 9 PARTICIPANTS WHO REACHED 206 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 2019, 21 YOUTH PARTICIPATED IN TWO PROGRAMS AND IN TURN EDUCATED 823 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 2019, 32 TEEN COUNCIL MEMBERS FROM THREE COHORTS REACHED 6,182 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 2019, 38 PARTICIPANTS FROM FOUR QUE ONDA PROGRAMS REACHED 1,587 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 2019, 127 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 2019, TWO PROGRAMS PROVIDED TRAINING TO 20 PARTICIPANTS WHO IN TURN REACHED 1,195 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 2019, 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 2019, ONE PROMOTORAS PROGRAM TRAINED 6 EDUCATORS WHO REACHED 623 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 2019, TWO PROGRAMS TRAINED 27 PARTICIPANTS WHO SUBSEQUENTLY REACHED 1,784 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 2019, 14 TAKING SHAPE PROGRAMS REACHED 136 INDIVIDUALS, PROVIDING THEM WITH INCREASED KNOWLEDGE ABOUT REPRODUCTIVE AND SEXUAL HEALTH.PARENT-CHILD PROGRAMS:MOTHER-DAUGHTER AND MOTHER-SON RETREATS PROVIDE 10- TO 12-YEAR-OLDS AND THEIR MOTHERS (OR FEMALE MENTORS) AN OPPORTUNITY TO LEARN ABOUT PUBERTY AND REPRODUCTIVE ANATOMY AND TO ENHANCE COMMUNICATION AND CONNECTION WITHIN FAMILIES. DURING FISCAL YEAR 2019, 99 PARTICIPANTS ATTENDED 7 RETREATS HELD IN BEMIDJI, BROOKLYN CENTER, ST. PAUL, AND RICHFIELD, MN. OF THOSE, ONE RETREAT WAS FOR AN AFRICAN IMMIGRANT AUDIENCE, ONE WAS FOR A LATINA AUDIENCE, ONE WAS FOR AN AMERICAN INDIAN AUDIENCE, ONE WAS FOR A HMONG AUDIENCE, AND TWO WERE MOTHER-SON RETREATS. 757962 318445 0 - PUBLIC AFFAIRS - PUBLIC AFFAIRS STAFF IN MINNESOTA, NORTH DAKOTA AND SOUTH DAKOTA ENGAGED VOLUNTEERS IN NEARLY 12,000 HOURS OF OUTREACH, ADVOCACY AND ENGAGEMENT ACTIVITIES. THROUGH ONLINE AND OFFLINE ORGANIZING, WE GREW OUR EMAIL LIST BY NEARLY 40,000 PEOPLE. 1,200 SUPPORTERS ATTENDED OUR ANNUAL SOLIDARITY DAY IN SAINT PAUL IN SUPPORT OF PLANNED PARENTHOOD. IN MINNESOTA, PUBLIC AFFAIRS STAFF AND VOLUNTEERS EXECUTED AN OUTREACH PROGRAM TO EDUCATE PATIENTS AND THE PUBLIC ABOUT THE HEALTH INSURANCE EXCHANGES CREATED BY THE AFFORDABLE CARE ACT. VOLUNTEERS CALLED OVER 1,100 PEOPLE, REFERRING PEOPLE TO OUR NAVIGATORS FOR ASSISTANCE IN ENROLLING IN HEALTH INSURANCE. (CONTINUED IN SCHEDULE O)VOLUNTEERS ATTENDED 2 PHONEBANKS DURING THE OPEN ENROLLMENT PERIOD, PUTTING IN OVER 60 VOLUNTEER HOURS.PUBLIC AFFAIRS HOSTED 1,200 SUPPORTERS AT OUR ST. PAUL CLINIC ON VANDALIA STREET FOR OUR ANNUAL SOLIDARITY DAY. SUPPORTERS MARCHED IN SOLIDARITY WITH PLANNED PARENTHOOD, HEARD FROM STAFF AND VOLUNTEERS AT A RALLY, DONATED TO SUPPORT OUR HEALTH CARE SERVICES, SIGNED UP TO GET MORE INVOLVED, AND WROTE PERSONAL STORIES ABOUT HOW PLANNED PARENTHOOD HAS IMPACTED THEIR LIVES.IN MINNESOTA, WE WORKED WITH COALITION PARTNERS TO STAFF THE ONLY PRO-CHOICE BOOTH AT THE STATE FAIR. ALONG WITH COALITION PARTNERS, WE BEGAN DISCUSSING AND PLANNING FOR 2020 CENSUS OUTREACH IN MINNESOTA. PUBLIC AFFAIRS STAFF 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, VOLUNTEERS ENGAGED PLANNED PARENTHOOD PATIENTS IN CONVERSATIONS ABOUT ADVOCACY, SIGNING UP OVER 300 PATIENTS IN SUPPORT OF PLANNED PARENTHOOD. IN NORTH DAKOTA, STAFF MANAGED A TOTAL OF 4,362 VOLUNTEER HOURS BY LOCAL SUPPORTERS AND ADDED 2,150 SUBSCRIBED EMAILS TO THE SUPPORTER LIST. STAFF CULTIVATED 396 DONORS FROM THE STATE OF NORTH DAKOTA. IN NORTH DAKOTA, THE "I HEART PP" ONLINE DAY OF GIVING WAS LAUNCHED. THE EVENT WAS DESIGNED TO ALLOWS SUPPORTERS TO SUPPORT THE EDUCATION PROGRAMING IN NORTH DAKOTA DURING THE SINGLE DAY CAMPAIGN.IN NORTH DAKOTA, STAFF HOSTED HOUSE PARTIES IN GRAND FORKS AND BISMARCK. OVER 30 SUPPORTERS ATTENDED TO PROVIDE SUPPORT TO THE WORK OF PLANNED PARENTHOOD IN THE STATE.IN NORTH DAKOTA, STAFF HOSTED ITS 14TH ANNUAL PROGRESS ON THE PRAIRIE EVENT IN FARGO, ND WITH KEYNOTE SPEAKER WAS JOURNALIST IRIN CARMON. 50 SUPPORTERS SIGNED ON AS HOSTS OF THE EVENT WITH 100 SUPPORTERS IN ATTENDANCE. IN NORTH DAKOTA, WE WERE A KEY SPONSOR OF THE 2019 FARGO-MOORHEAD WOMEN'S MARCH. THE EVENT'S THEME WAS "TOGETHER AND HIGHLIGHTED THE LIVED EXPERIENCES OF MARGINALIZED COMMUNITIES AND A CALL OF ACTION FOR LOCAL PEOPLE TO GET ACTIVE IN THE WORK TOWARD EQUALITY. OVER 700 PEOPLE ATTENDED THE EVENT.IN NORTH DAKOTA, STAFF JOINED THE FARGO-MOORHEAD MISSING AND MURDERED INDIGENOUS WOMEN TASK FORCE TO CONTINUE THE RELATIONSHIPS AND STRONG INTERSECTIONAL WORK WE BUILT IN 2018.THE SOUTH DAKOTA ADVISORY COMMITTEE HOSTED A CLINIC OPEN HOUSE FEATURING CLINIC AND PUBLIC AFFAIRS STAFF. MORE THAN 100 MEMBERS OF THE COMMUNITY ATTENDED.SOUTH DAKOTA CONTINUED WORK ON TWO COLLEGE CAMPUSES - 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. SOUTH DAKOTA STAFF TRAVELED THE STATE OVER THE SUMMER OF 2019, SPEAKING TO ADVOCATES IN PIERRE, RAPID CITY AND SIOUX FALLS ABOUT PLANNED PARENTHOOD'S MISSION AND THE SERVICES WE PROVIDE THE COMMUNITY.SOUTH DAKOTA STAFF HELD AN EVENT ENTITLED "BETTER THAN SEX TRIVIA" AT A SIOUX FALLS VENUE THAT GARNERED OVER $1,200 FOR THE CLINIC IN APRIL OF 2019. 38030388 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 0 0 1 98 0 409 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 5 2 0 1 1 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 13.00 27.00 X X 244176 173762 107251 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 KURT KAISER TREASURER & CFO (THROUGH OCT 2018) 28.00 12.00 X X 125879 109628 71083 MICHAEL HOBAN TREASURER & CFO (AS OF APRIL 2019) 26.00 14.00 X X 0 0 0 CINDY KAISER SECRETARY & COO 28.00 12.00 X X 131250 131159 63519 SUSAN CASEY CCO (THROUGH JAN 2018) 28.00 12.00 X 189105 0 430 JENNIFER SODERHOLM CDO 30.00 10.00 X 146299 105064 59120 SARAH TRAXLER MD MEDICAL DIRECTOR 35.00 5.00 X 128178 111607 75960 MERI BETH KENNEDY SVP OF CLINICAL OPS 35.00 5.00 X 91185 79387 42181 CAROL BALL MD MEDICAL DIRECTOR EMERITUS 35.00 5.00 X 159239 88442 4482 TONYA HAMPTON VP OF HR AND OE (THROUGH JUNE 2018) 28.00 12.00 X 135448 0 9645 CARMELA KRANZ VP OF DEVELOPMENT 28.00 12.00 X 94719 82591 2533 LAUREN GILCHRIST EXECUTIVE VP EXTERNAL AFFAIRS 28.00 12.00 X 87687 79828 53656 KIMBERLY FISCHER PHYSICIAN 35.00 5.00 X 87749 75168 191 1620914 1036636 490051 31 0 1 0 BRIDGE HEALTHCARE PARTNERS LLC 671 VANDALIA STREET ST PAUL MN 55114 I.T. SERVICES 1389150 TIMCO CONSTRUCTION INC 14700 28TH AVENUE N SUITE 40 PLYMOUTH MN 55447 CONSTRUCTION SERVICES 504563 TEGRETE 4111 MACKENZIE COURT NE SUITE 100 ST MICHAEL MN 55376 JANITORIAL SERVICES 452629 QUEST DIAGNOSTICS PO BOX 12989 CHICAGO IL 60693 LAB SERVICES 449205 AMERICAN SECURITY LLC MI 9 PO BOX 1150 MINNEAPOLIS MN 55480 SECURITY SERVICES 239998 19 1037307 6212219 14464805 2574632 21714331 PATIENT SERVICES 621300 27809446 27809446 SPEAKER FEES 900099 3058 3058 27812504 2066 2066 8495 8495 56523 -56523 -56523 -56523 106560 1037307 331190 -224630 -224630 MANAGEMENT FEES 900099 422615 422615 MISCELLANEOUS REVENUE 900099 338712 338712 761327 50017570 27812504 0 490735 X 3536209 3536209 1201071 685834 473879 41358 292206 113442 136909 41855 95997 96732 -12957 12222 49720 28391 19617 1712 2751115 975285 1499741 276089 458264 570 457694 121523 121523 2359 2359 22528251 17581584 2774271 2172396 1365798 1320139 7640 38019 729333 400878 198184 130271 2051639 1446169 567070 38400 3438383 2600836 781807 55740 532549 401631 90050 40868 280873 146873 31716 102284 990592 688430 296339 5823 294953 241420 53533 CLINICAL SUPPLIES 7563308 7545974 11240 6094 LEASE EXPENSE 2044301 2044301 BANK FEES AND OTHER 393400 779 164527 228094 EQUIPMENT EXPENSE 274278 158189 114807 1282 101011 61023 27894 12094 51097133 38030388 9862144 3204601 3944608 8642451 2151013 2295317 5452217 2944470 103577 104292 921981 608150 524329 365965 14081079 9549645 4305361 4531434 1211492 730820 18614578 20222899 4245057 1930127 129034 114958 1115581 6129266 5489672 8174351 X 7515620 5257386 5609286 6791162 13124906 12048548 18614578 20222899 -1079563 3205 0 X 0 1 X 1 1 1 X 5256484 13639073 17220376 17552892 21714331 75383156 5256484 13639073 17220376 17552892 21714331 75383156 2470460 72912696 306491 549969 17754 8663 10561 893438 308359 1108707 1091192 1263127 867887 4639272 80915866 124607065 0.90110 0.86820 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS MANAGEMENT FEES RESEARCH REVENUE FUNDRAISING EVENT REVENUES PRIOR YEAR REVENUE PUBLICATION SALES PART II, SHORT YEAR EXPLANATION: THE ORGANIZATION CHANGED ITS YEAR-END FROM 12/31/2014 TO 6/30/2015. THE AMOUNTS REFLECTED IN THE "2014" COLUMN ARE FOR THE PERIOD 1/1/2015 - 6/30/2015. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 89600 0 92065 0 181665 47892532 67080968 47892532 67262633 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 85303 115331 33453 181665 415752 250000 250000 250000 250000 1000000 1500000 44563 45405 7972 89600 187540 30471931 269385 30042670 698646 30347619 1168481 361321 1405490 30471931 3601610 2449280 1152330 4581924 3017055 1564869 5895522 4083310 1812212 2023 2023 4531434 ANNUITIES PAYABLE 193701 DUE TO RELATED ORGANIZATIONS 5935565 6129266 X 50403217 3205 387713 390918 50012299 2359 2912 5271 50017570 51043201 331190 331190 50712011 2359 382763 385122 51097133 PART X, LINE 2: 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: OTHER LOSSES 56,523. FUNDRAISING EVENT EXPENSES 331,190. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT RETURNS 2,912. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 331,190. PART XII, LINE 4B - OTHER ADJUSTMENTS: EQUITY TRANSFER 382,763. CELEBRATE PLANNED PARENTHOOD 995277 904977 90300 77458 194 92794 21016 86202 READY OR HOT 148590 132330 16260 2321 13642 37563 1143867 1037307 106560 77458 2515 106436 21016 123765 331190 -224630 1 MAHUBE-OTWA COMMUNITY ACTION PARTNERSHIP PO BOX 747 DETROIT LAKES MN 56502 416049474 501(C)(3) 41845 TITLE X DISTRIBUTION SOUTHEASTERN MN COMMUNITY ACTION COUNCIL PO BOX 549 RUSHFORD MN 55971 410907135 501(C)(3) 70458 TITLE X DISTRIBUTION SOUTHWESTERN MN OPPORTUNITY COUNCIL PO BOX 787 1106 THIRD AVE WORTHINGTON MN 56187 416050245 501(C)(3) 37652 TITLE X DISTRIBUTION PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA FUND 671 VANDALIA STREET ST PAUL MN 55114 473878626 501(C)(3) 2893496 CONTRIBUTIONS TRANSFER PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA ACTION FUND 671 VANDALIA STREET ST PAUL MN 55114 411709702 501(C)(4) 318445 GENERAL SUPPORT, INCLUDING LOBBYING EXPENDITURES 4 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. TITLE X DISTRIBUTIONS TO THREE DELEGATE ORGANIZATIONS ARE PART OF THE FEDERAL TITLE X GRANT AND THE DELEGATES ARE SUB-RECIPIENTS OF FEDERAL GRANT FUNDS. TITLE X FUNDS ARE MONITORED BY THE ORGANIZATION TO ENSURE COMPLIANCE WITH FEDERAL GRANT REQUIREMENTS. REGULAR REPORTING IS REQUIRED AND AUDITS ARE CONDUCTED ON A REGULAR BASIS. X X X X 0 1 0 0 0 0 0 0 0 SARAH STOESZ PRESIDENT 194105 165939 0 0 50071 7823 42256 36220 16155 12620 302587 222602 0 0 KURT KAISER TREASURER & CFO (THROUGH OCT 2018) 123461 85202 25 23120 2393 1306 35945 30837 2737 1564 164561 142029 0 0 CINDY KAISER SECRETARY & COO 127801 110867 50 17010 3399 3282 28287 24620 5735 4877 165272 160656 0 0 SUSAN CASEY CCO (THROUGH JAN 2018) 19691 0 0 0 169414 0 394 0 36 0 189535 0 0 0 JENNIFER SODERHOLM CDO 118524 103158 25 0 27750 1906 24816 21303 6995 6006 178110 132373 0 0 SARAH TRAXLER MD MEDICAL DIRECTOR 126881 110448 0 25 1297 1134 29209 25070 11706 9975 169093 146652 0 0 MERI BETH KENNEDY SVP OF CLINICAL OPS 82612 73100 0 50 8573 6237 18565 15936 5619 2061 115369 97384 0 0 CAROL BALL MD MEDICAL DIRECTOR EMERITUS 101091 86955 0 0 58148 1487 2051 1758 379 294 161669 90494 0 0 CARMELA KRANZ VP OF DEVELOPMENT 92781 80959 25 0 1913 1632 538 1644 191 160 95448 84395 0 0 LAUREN GILCHRIST EXECUTIVE VP EXTERNAL AFFAIRS 77144 73160 10000 0 543 6668 17860 15308 10776 9712 116323 104848 0 0 KIMBERLY FISCHER PHYSICIAN 87038 74647 50 0 661 521 0 0 103 88 87852 75256 0 0 PART I, LINE 3 AS OF JULY 2018, PLANNED PARENTHOOD MINNESOTA, NORTH DAKOTA, SOUTH DAKOTA DOES NOT COMPENSATE ANY INDIVIDUALS. DURING THE FISCAL YEAR, POWER TO SET EMPLOYEE COMPENSATION WAS TRANSFERRED FROM PLANNED PARENTHOOD MINNESOTA, NORTH DAKOTA, SOUTH DAKOTA TO PLANNED PARENTHOOD NORTH CENTRAL STATES. 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 - $52,525 KURT KAISER - $43,528 CINDY KAISER - $47,669 MERI BETH KENNEDY - $12,590 JENNIFER SODERHOLM - $23,025 SARAH TRAXLER, MD - $49,341 457(F) PLAN DISTRIBUTIONS: SARAH STOESZ - $41,465 SUSAN CASEY - $169,518 JENNIFER SODERHOLM - $25,550 CAROL BALL, MD - $55,704 TONYA HAMPTON - $13,494 CONNIE LEWIS - $58,613 X 5899 FMV X 23089 2174652 DAILY TRADING PRICE X 200 200 FMV X 400 3100 FMV X MISCELLANEOUS 1233 354781 FMV X GIFT CERT. 600 36000 FMV 0 0 1 1 PART I, COLUMN (B): THE NUMBERS REPORTED IN PART I, COLUMN B ARE THE NUMBER OF DONATED ITEMS. PART I, LINE 32B: THE ORGANIZATION USES A STOCK BROKER TO PROCESS DONATED SECURITIES. FORM 990, PART VI, SECTION A, LINE 3 AS OF JULY 2018, 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 4 THE BYLAWS OF PLANNED PARENTHOOD MINNESOTA, NORTH DAKOTA, SOUTH DAKOTA ("PPMNS") WERE AMENDED IN JULY 2018 TO DESIGNATE IT AS AN AFFILIATE OF PLANNED PARENTHOOD NORTH CENTRAL STATES("PPNCS") AND MAKE THE FOLLOWING SIGNIFICANT CHANGES: (A) REMOVE THE DESIGNATION OF GENERAL MEMBERS AND INDICATE THAT PPMNS HAS NO MEMBERS; (B) SET THE MAXIMUM NUMBER OF BOARD MEMBERS AT FIVE, WITH TWO OF THE DIRECTORS BEING ELECTED BY THE BOARD OF DIRECTORS OF PPNCS, IN ADDITION TO THE CEO, COO AND CFO OF PPNCS SERVING AS THE OTHER THREE DIRECTORS; (C) REQUIRE THAT ONE PPMNS DIRECTOR BE A MEMBER OF THE PPNCS BOARD OF DIRECTORS AND A RESIDENT OF ONE OF THE STATES IN WHICH PPMNS DELIVERS SERVICES; (D) PROVIDE SPECIFIC RESERVED POWERS TO PPNCS (SEE FORM 990, PART VI, LINES 7A AND 7B); (E) CHANGE THE MINIMUM NUMBER OF ANNUAL BOARD MEETINGS FROM SIX TO FOUR; (F) ELIMINATE ALL STANDING COMMITTEES OF THE BOARD, INCLUDING THE AUDIT COMMITTEE AND THE EXECUTIVE COMMITTEE, AND GIVE THE BOARD THE POWER TO CREATE COMMITTEES AS NECESSARY; AND (G) DESIGNATE PPNCS AS THE PRIMARY RECIPIENT OF FUNDS IF PPMNS WERE TO TERMINATE ITS EXISTENCE. 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 AS OF JULY 2018, 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: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE 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 17,581,584. MANAGEMENT AND GENERAL EXPENSES 2,774,271. FUNDRAISING EXPENSES 2,172,396. TOTAL EXPENSES 22,528,251. 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