2020-05-27T09:43:46-05:00 2019-06-30 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2018-07-01 420727488 PLANNED PARENTHOOD OF THE HEARTLAND INC PLAN 5152807000 818 5TH AVENUE NO 200 DES MOINES IA 50309 SARAH A STOESZ PRESIDENT 5152807000 2020-05-13 1 KURT BENNION P01469618 6123764500 2020-05-13 67.137.57.251 2020-05-13 16:29:23 PD P 1D56930FF7501F2FB71B5B72409D8AE6E25801B7 87BD3611550E1D67138C53841B1C9A886D50C97E 2018 2020-09-22 18:59:49Z SARAH A STOESZ 818 5TH AVENUE NO 200 DES MOINES IA 50309 20399181 0 X WWW.PPHEARTLAND.ORG X 1934 IA PROVIDE, PROMOTE AND PROTECT REPRODUCTIVE AND SEXUAL HEALTH. 5 2 205 1568 0 0 12827905 12341208 7230405 7765240 8859 -5504 -225520 136786 19841649 20237730 1056157 610523 0 0 10563494 3840582 0 0 1785186 8370822 15489015 19990473 19940120 -148824 297610 10493333 9621241 3379222 1763561 7114111 7857680 X TO PROVIDE, PROMOTE AND PROTECT REPRODUCTIVE AND SEXUAL HEALTH THROUGH HEALTH SERVICES, EDUCATION AND ADVOCACY. 0 0 11651305 324596 7757155 - HEALTHCARE SERVICES - IN FY19, PLANNED PARENTHOOD OF THE HEARTLAND, INC. (PPHEARTLAND) SERVED MORE THAN 20,000 UNDUPLICATED PATIENTS IN NEARLY 35,000 VISITS TO OUR HEALTH CENTERS. PPHEARTLAND SERVES PATIENTS FROM DIVERSE BACKGROUNDS AND ECONOMIC SITUATIONS IN TEN HEALTH CENTERS ACROSS IOWA AND NEBRASKA. WE SERVE PATIENTS REGARDLESS OF INSURANCE STATUS AND PATIENTS MAY BE UNINSURED, UNDERINSURED, OR MAY NOT QUALIFY FOR PUBLIC COVERAGE, WHILE OTHERS USE COMMERCIAL INSURANCE TO COVER THE COST OF SERVICES. SERVICES INCLUDE COMPREHENSIVE EXAMS, FAMILY PLANNING AND CONTRACEPTIVES, TESTING AND TREATMENT FOR SEXUALLY TRANSMITTED INFECTIONS, HPV VACCINES, PREGNANCY TESTS, PAP TEST, CANCER SCREENING, ABORTION, TRANSGENDER CARE, (CONTINUED IN SCHEDULE O) COUNSELING AND REFERRALS AND OTHER MEDICAL/SURGICAL PROCEDURES. 1436743 285927 8085 - PUBLIC & PROFESSIONAL EDUCATIONAL 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-BASED SETTINGS. PPHEARTLAND EDUCATION PROGRAMS REACHED 42,959 YOUTH AND ADULTS ACROSS IOWA AND NEBRASKA DURING FY19. THE GOAL OF PPHEARTLAND'S EDUCATION PROGRAMS IS TO REDUCE THE HIGH INCIDENCE OF TEEN AND UNINTENDED PREGNANCIES AND STIS IN ITS AFFILIATE TERRITORY. PPHEARTLAND'S TRAINED EDUCATORS WORK IN COMMUNITIES THROUGH A BROAD BASE OF COLLABORATING AGENCIES TO PROVIDE MEDICALLY ACCURATE PREVENTION EDUCATION. (CONTINUED IN SCHEDULE O)EDUCATORS CONDUCT COMMUNITY OUTREACH AT HEALTH FAIRS AND COMMUNITY EVENTS, AND FACILITATE EDUCATIONAL PROGRAMMING WITH YOUTH AND ADULTS. PROFESSIONAL TRAINING ON SEXUALITY EDUCATION AND REPRODUCTIVE HEALTH CARE IS PROVIDED TO PROFESSIONALS AND EDUCATORS. 358997 0 0 - PUBLIC AFFAIRS -PUBLIC AFFAIRS STAFF IN NEBRASKA AND IOWA ENGAGED VOLUNTEERS IN NEARLY 700 HOURS OF OUTREACH, ADVOCACY AND ENGAGEMENT ACTIVITIES. THROUGH ONLINE AND OFFLINE ORGANIZING, WE GREW THE SUPPORTER BASE BY 20,058 PEOPLE, THE EMAIL LIST BY NEARLY 18,805 PEOPLE, AND CONTACTED NEARLY 5,000 SUPPORTERS TO ADD THEM TO TEXTING PROGRAMS. STAFF AND VOLUNTEERS WORKED WITH PATIENTS TO COLLECT 138 NEW PATIENT STORIES HIGHLIGHTING THE IMPORTANCE OF ACCESS TO SEXUAL AND REPRODUCTIVE HEALTH CARE. (CONTINUED IN SCHEDULE O)IN IOWA, STAFF HELD 9 ADVOCACY EDUCATIONAL WORKSHOPS AND STORYTELLING TRAINING EVENTS THROUGHOUT THE YEAR WITH A TOTAL OF 217 ATTENDEES. THE WORKSHOPS INCLUDED INFORMATION ON HOW TO WRITE LETTERS TO THE EDITOR, CRAFT AND SHARE PERSONAL STORIES, AND ADDITIONAL SKILLBUILDILNG RELATING TO OUTREACH AND ADVOCACY.STAFF RECRUITED AND TRAINED 15 MEMBERS OF A SPEAKERS BUREAU. MEMBERS OF THE BUREAU ARE TRAINED IN HOW TO USE STORIES TO BRING SOCIAL CHANGE, ARE PROVIDED WITH INFORMATION ON SHARING STORIES IN THE MEDIA AND IN CONVERSATION, AND ARE GIVEN BEST PRACTICES WHEN SPEAKING TO NEWS REPORTERS. PUBLIC AFFAIRS STAFF AND VOLUNTEERS EXECUTED AN OUTREACH PROGRAM FOCUSED ON SEXUAL HEALTH EDUCATION, ABORTION ACCESS, AND COALITION BUILDING. IN CARRYING OUT THESE PROGRAMS, VOLUNTEERS COMPLETED 111 VOLUNTEER SHIFTS TO GENERATE NEW SUPPORT AND BUILD THE EMAIL LIST BY ALMOST 12,000 EMAILS. STAFF ALSO SPENT TIME WORKING WITH PATIENTS IN HEALTH CENTERS TO LEARN HOW THESE AND OTHER ISSUES IMPACT PATIENTS LIVES. FORTY-TWO NEW PATIENT STORIES WERE COLLECTED DURING THIS TIME FRAME.IOWA STAFF AND VOLUNTEERS CONDUCTED OUTREACH AND PROVIDED EDUCATION ON THREE (3) COLLEGE CAMPUSES ACROSS IOWA ABOUT SEXUAL AND REPRODUCTIVE HEALTH CARE, THE STATE OF REPRODUCTIVE HEALTH AND RIGHTS, AND HOW PEOPLE CAN GET INVOLVED AND TAKE ACTION. IN NEBRASKA, PUBLIC AFFAIRS STAFF PARTNERED WITH SEVEN LOCAL ORGANIZATIONS TO HOST TWO SEPARATE POLICY SUMMITS, WITH ABOUT 150 SUPPORTERS ATTENDING. FOR EACH, THE PURPOSE OF THE EVENTS WAS TO SHARE A BROAD PICTURE OF POLICIES THAT MIGHT IMPACT PLANNED PARENTHOOD PATIENTS AND NEBRASKA COMMUNITIES AND EDUCATE SUPPORTERS ON CROSS-MOVEMENT ISSUES.NEBRASKA STAFF COMPLETED THE FIRST YEAR OF THE SPEAKERS BUREAU PROGRAM. NINE COMMUNITY MEMBERS WERE TRAINED ON WRITING AND MEDIA SKILLS, PROVIDED EDUCATION ON SEXUAL AND REPRODUCTIVE HEALTH CARE, AND EMPOWERED TO BE SPOKESPERSONS REGARDING HOW PLANNED PARENTHOOD AND ACCESS OR LACK OF ACCESS TO HEALTH CARE IMPACTED THEIR LIVES. NEBRASKA STAFF AND VOLUNTEERS CONDUCTED OUTREACH AND PROVIDED EDUCATION ON SIX (6) COLLEGE CAMPUSES ACROSS NEBRASKA ABOUT SEXUAL AND REPRODUCTIVE HEALTH CARE, INCLUDING HEALTHY RELATIONSHIPS AND CAMPUS VIOLENCE, AND HOW PEOPLE CAN GET INVOLVED AND TAKE ACTION.NEBRASKA STAFF PARTNERED WITH THE YWCA-LINCOLN TO BRING COMMUNITY MEMBERS TOGETHER TO LEARN ABOUT AND ENGAGE IN DIALOGUE AROUND WOMEN'S HEALTH, RACE, AND THE IMPACT OF INCARCERATION. OVER 100 PEOPLE ATTENDED AND PARTICIPATED IN MULTIPLE BREAK-OUTS TO DISCUSS POLICY IDEAS TO ADDRESS CONCERNS IN NEBRASKA. 13447045 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 1 75 0 205 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 1 1 1 1 1 1 1 1 1 0 0 X PLANNED PARENTHOOD NORTH CENTRAL STATES 6516965500 671 VANDALIA STREET ST PAUL MN 55114 CATHERINE DIETZ-KILEN CHAIR (THROUGH JANUARY 2019) 1.00 1.00 X X 0 0 0 DR ROBERT SHAW CHAIR 1.00 2.00 X X 0 0 0 SUSAN UGAI VICE CHAIR (THROUGH JANUARY 2019) 1.00 1.00 X X 0 0 0 LOREE MILES VICE CHAIR 1.00 1.00 X X 0 0 0 PATRICE SAYRE TREASURER (THROUGH JANUARY 2019) 1.00 1.00 X X 0 0 0 MICHAEL HOBAN TREASURER & PPNCS CFO 1.00 39.00 X X 0 0 0 CYRIL MANDELBAUM SECRETARY (THROUGH JANUARY 2019) 1.00 1.00 X X 0 0 0 CINDY KAISER SECRETARY & PPNCS COO 1.00 39.00 X X 0 262409 63519 REBECCA BOYD-DUBLINSKE DIRECTOR (THROUGH JANUARY 2019) 1.00 0.00 X 0 0 0 TEREE CALDWELL-JOHNSON DIRECTOR (THROUGH JANUARY 2019) 1.00 1.00 X 0 0 0 JENNY DOYLE DIRECTOR (THROUGH JANUARY 2019) 1.00 1.00 X 0 0 0 JANET GRIFFIN DIRECTOR (THROUGH JANUARY 2019) 1.00 0.00 X 0 0 0 REV STEPHEN GRIFFITH DIRECTOR (THROUGH JANUARY 2019) 1.00 1.00 X 0 0 0 DR WENDI HARRIS DIRECTOR (THROUGH JANUARY 2019) 1.00 1.00 X 0 0 0 JENNIFER LEACHMAN DIRECTOR (THROUGH JANUARY 2019) 1.00 1.00 X 0 0 0 JENNIFER MAGILTON DIRECTOR (THROUGH JANUARY 2019) 1.00 1.00 X 0 0 0 SHARON MALHEIRO DIRECTOR (THROUGH JANUARY 2019) 1.00 0.00 X 0 0 0 RANDY MOODY DIRECTOR (THROUGH JANUARY 2019) 1.00 1.00 X 0 0 0 DR STEPHANIE MORGAN DIRECTOR (THROUGH JANUARY 2019) 1.00 0.00 X 0 0 0 SARAH STOESZ DIRECTOR & PRESIDENT 1.00 39.00 X X 0 417938 107251 SUZANNA DE BACA PRESIDENT & CEO (THROUGH AUG 2018) 37.00 3.00 X 660220 0 13544 DR JILL MEADOWS MEDICAL DIRECTOR 40.00 0.00 X 284259 0 12417 DEBORAH TURNER ASSOCIATE MEDICAL DIRECTOR 40.00 0.00 X 197816 0 10745 EMILY WILLIAMS BOUSKA CHIEF VP, STRATEGY & ORG EFFECTIVENESS 40.00 0.00 X 123667 0 3232 RUTH TRECKER CLINICIAN 40.00 0.00 X 114104 0 5207 LAUREN WALZ CLINICIAN 40.00 0.00 X 110275 0 786 DENISE HONNER SENIOR CLINICIAN 40.00 0.00 X 108901 0 17154 JAMIE BUSSELL FORMER CFO 37.00 3.00 X 166773 0 5429 1766015 680347 239284 8 1 1 0 BRIDGE HEALTHCARE PARTNERS LLC 671 VANDALIA STREET ST PAUL MN 55114 IT & PATIENT BILLING SERVICES 1400470 ON POINT SECURITY GROUP 1776 W LAKES PKWY STE 1229 WEST DES MOINES IA 50266 SECURITY SERVICES 213611 NELSON CONSTRUCTION 219 6TH AVENUE SUITE 200 DES MOINES IA 50309 CONSTRUCTION SERVICES 163657 CENTER FOR DISEASE DETECTION 11603 CROSSWINDS WAY STE 100 SAN ANTONIO TX 78233 LABORATORY TESTING SERVICES 115327 LISA MARIE BANITT 2917 RIDGETOP ROAD AMES IA 50014 MEDICAL SERVICES 108238 6 1198345 288704 2074387 8779772 2939718 12341208 CLINIC SERVICES 624100 7751135 7751135 EDUCATIONAL SERVICES 611710 8085 8085 RESEARCH REVENUE 621500 6020 6020 7765240 8607 8607 14111 -14111 -14111 -14111 244250 1198345 147340 96910 96910 MISCELLANEOUS INCOME 900099 39876 39876 39876 20237730 7765240 0 131282 X 610523 610523 409110 409110 3052281 2586683 43345 422253 94047 80950 -35 13132 -51451 -48390 5934 -8995 336595 253160 42109 41326 100428 100428 68521 68521 8176 8176 7374606 4873198 1547947 953461 249074 52147 148778 48149 787980 372266 384858 30856 459757 266448 131635 61674 2112537 1408227 690023 14287 537667 298359 42973 196335 5624 5624 364499 169387 194542 570 155858 139991 15867 MEDICAL SUPPLIES 1846406 1846376 30 MISCELLANEOUS EXPENSES 1235907 426867 796807 12233 OTHER MEDICAL EXPENSES 181975 110853 71247 -125 19940120 13447045 4707889 1785186 5664805 3335480 1373261 1168314 813194 879774 319857 220453 199381 43512 6382929 5157513 1522573 1225416 112063 130445 70915 61002 417284 2556845 10493333 9621241 2677410 1346668 329708 33123 372104 383770 3379222 1763561 X 5374427 5660161 1739684 2197519 7114111 7857680 10493333 9621241 297610 445959 0 X 0 1 X 1 1 1 X 9685978 9729505 12002067 12827905 12341208 56586663 9685978 9729505 12002067 12827905 12341208 56586663 12585104 44001559 8676 5854 7570 11730 8607 42437 131270 88781 147428 82675 284126 734280 57363380 45086311 0.76710 0.74150 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME CALL CENTER REVENUE CHARITABLE GAMING REVENUES FUNDRAISING EVENT REVENUES RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 89600 0 92065 0 181665 18154934 67080968 18154934 67262633 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 857263 1000000 3857263 5785895 35789 139412 171984 181665 528850 250000 250000 214316 250000 964316 1446474 140501 89600 230101 2743401 2053974 689427 3603538 3103539 499999 35990 35990 1225416 DUE FROM RELATED ORGANIZATIONS 2430050 457(B) INVESTED FUNDS 126795 2556845 DONOR ANNUITIES 7939 457(B) PAYABLE 126778 DUE TO RELATED ORGANIZATIONS 249053 383770 X 21429989 445959 598960 147340 1192259 20237730 0 20237730 20686420 598960 147340 746300 19940120 0 19940120 PART X, LINE 2: PLANNED PARENTHOOD OF THE HEARTLAND, INC. FILES INFORMATION RETURNS WITH THE U.S. FEDERAL JURISDICTION. PPH HAS DETERMINED THAT IT WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 147,340. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 147,340. BOOK SALE 301681 299715 1966 14165 383 4720 IOWA ANNUAL EVENT 495240 474023 21217 150 2657 150 461 5 645674 424607 221067 26382 65708 32564 1442595 1198345 244250 40697 68748 150 37745 147340 96910 1 LUTHERAN SERVICES IN IOWA 3116 UNIVERSITY AVENUE DES MOINES IA 50311 420698267 501(C)(3) 28894 CAPP AND TPPP PROGRAM DISTRIBUTIONS GIRLS INC OF SIOUX CITY PO BOX 3380 SIOUX CITY IA 511023380 421272032 501(C)(3) 48720 CAPP AND TPPP PROGRAM DISTRIBUTIONS YOUNG WOMEN'S RESOURCE CENTER 818 5TH AVENUE DES MOINES IA 50309 510186073 501(C)(3) 8091 CAPP PROGRAM DISTRIBUTIONS COMMUNITY YOUTH CONCEPTS 1446 MARTIN LUTHER KING JR PKWY DES MOINES IA 50314 262996028 501(C)(3) 8030 CAPP PROGRAM DISTRIBUTIONS CHARLES DREW HEALTH CENTER 2915 GRANT STREET OMAHA NE 68111 470666715 501(C)(3) 14274 TPPP PROGRAM DISTRIBUTIONS MILLS COUNTY PUBLIC HEALTH 101 CENTRAL STREET GLENWOOD IA 51534 426004708 501(C)(3) 54090 CAPP AND TPPP PROGRAM DISTRIBUTIONS UNIVERSITY OF NEBRASKA AT OMAHA 6001 DODGE STREET EAB 203 OMAHA NE 68182 470049123 UNIV. OF NEBRASKA 88838 TPPP PROGRAM DISTRIBUTIONS PLANNED PARENTHOOD VOTERS OF IOWA 818 5TH AVENUE SUITE 200 DES MOINES IA 50309 421357011 501(C)(4) 157266 TO SUPPORT THE MISSION OF PLANNED PARENTHOOD VOTERS OF IOWA PLANNED PARENTHOOD VOTERS OF NEBRASKA 818 5TH AVENUE SUITE 200 DES MOINES IA 50309 470762497 501(C)(4) 166936 TO SUPPORT THE MISSION OF PLANNED PARENTHOOD VOTERS OF NEBRASKA 7 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 PPHEARTLAND. PPHEARTLAND MONITORS THE USE OF FUNDS GIVEN TO CAPP AND TPPP PROGRAM. X X X X X 0 1 0 0 0 0 0 0 0 CINDY KAISER SECRETARY & PPNCS COO 0 238667 0 17060 0 6682 0 52907 0 10612 0 325928 0 0 SARAH STOESZ DIRECTOR & PRESIDENT 0 360044 0 0 0 57894 0 78476 0 28775 0 525189 0 0 SUZANNA DE BACA PRESIDENT & CEO (THROUGH AUG 2018) 660220 0 0 0 0 0 7669 0 5875 0 673764 0 0 0 DR JILL MEADOWS MEDICAL DIRECTOR 284259 0 0 0 0 0 11425 0 992 0 296676 0 0 0 DEBORAH TURNER ASSOCIATE MEDICAL DIRECTOR 197516 0 0 0 300 0 6031 0 4714 0 208561 0 0 0 JAMIE BUSSELL FORMER CFO 166773 0 0 0 0 0 4600 0 829 0 172202 0 0 0 PART I, LINE 3 AS OF JANUARY 2019, PLANNED PARENTHOOD OF THE HEARTLAND'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 DEFERRALS: SARAH STOESZ - $52,525 CINDY KAISER - $47,669 457(F) PLAN DISTRIBUTIONS: SARAH STOESZ - $41,465 LAURA DICKEY DAUGHTER OF PENNY DICKEY, FORMER CHIEF CLINICAL OFFICER 43659 EMPLOYEE COMPENSATION 0 X 4116 2939718 FMV 1 0 1 1 PART I, COLUMN (B): THE NUMBER REPORTED IN PART I, COLUMN B IS THE NUMBER OF DONATED ITEMS. 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 1 THE ORGANIZATION HAD AN EXECUTIVE COMMITTEE UNTIL JANUARY 2019. THE EXECUTIVE COMMITTEE WAS COMPRISED OF THE BOARD CHAIR, VICE CHAIR, TREASURER AND SECRETARY. THE EXECUTIVE COMMITTEE WAS RESPONSIBLE TO THE BOARD OF DIRECTORS WITH FULL POWERS TO ACT IN THE OPERATION AND MANAGEMENT OF THE ORGANIZATION BETWEEN MEETINGS OF THE BOARD EXCEPT AS OTHERWISE PROVIDED. THE EXECUTIVE COMMITTEE KEPT MINUTES OF EACH OF ITS MEETINGS AND REPORTED THE SAME TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 3 AS OF JANUARY 2019, 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 ORGANIZATION'S BYLAWS WERE AMENDED IN JANUARY 2019 TO GIVE PLANNED PARENTHOOD NORTH CENTRAL STATES CONTROL OVER PLANNED PARENTHOOD OF THE HEARTLAND THROUGH POWER TO APPOINT THE BOARD OF DIRECTORS AND POWER TO AMEND THE ARTICLES OF INCORPORATION AND BYLAWS. FORM 990, PART VI, SECTION A, LINE 7A AS OF JANUARY 2019, 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 AS OF JANUARY 2019, 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 15A AS OF JANUARY 2019, PLANNED PARENTHOOD OF THE HEARTLAND'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: 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 EVERY OTHER YEAR 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 PRESIDENT 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 AND EXECUTIVE LEADERSHIP. 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 4,873,198. MANAGEMENT AND GENERAL EXPENSES 1,547,947. FUNDRAISING EXPENSES 953,461. TOTAL EXPENSES 7,374,606. 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 818 5TH AVENUE STE 200 DES MOINES IA 50309 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 818 5TH AVENUE STE 200 DES MOINES IA 50309 421357011 EDUCATE SUPPORTERS ON LEGISLATIVE ISSUES IA 501(C)(4) PLANNED PARENTHOOD NORTH CENTRAL STATES 0 PLANNED PARENTHOOD VOTERS OF IOWA PAC 818 5TH AVENUE STE 200 DES MOINES IA 50309 421471296 ENGAGE IN POLITICAL SUPPORT OF PRIVACY RIGHTS AND REPRODUCTIVE HEALTH IA 527 PLANNED PARENTHOOD VOTERS OF IOWA 0 PLANNED PARENTHOOD VOTERS OF NEBRASKA PO BOX 4557 DES MOINES IA 50305 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 HEALTHY FAMILIES HEALTHY WOMEN PAC 1444 10TH AVENUE S FARGO ND 58103 611570620 FURTHER PPMNS ACTION FUND'S POSITIONS ON POLITICAL AND PUBLIC POLICY ISSUES ND 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 157266 CASH VALUE PLANNED PARENTHOOD VOTERS OF NEBRASKA B 166936 CASH VALUE PLANNED PARENTHOOD VOTERS OF NEBRASKA PO BOX 4557 DES MOINES IA 50305 470762497 64849 15417 80266 217730 297996 59599 14900 49949 20667 0 PLANNED PARENTHOOD VOTERS OF IOWA 818 5TH AVENUE SUITE 200 DES MOINES IA 50309 421357011 11880 17286 29166 186709 215875 43175 10794 1086 0 0 PLANNED PARENTHOOD OF THE HEARTLAND INC 818 5TH AVENUE SUITE 200 DES MOINES IA 50309 420727488 0 0 0 18154934 18154934 1000000 250000 0 0 0 PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA 671 VANDALIA STREET ST PAUL MN 55114 410948382 0 0 0 47892532 47892532 1000000 250000 0 0 0 PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA ACTION FUND 671 VANDALIA STREET ST PAUL MN 55114 411709702 12871 59362 72233 629063 701296 130194 32549 0 0 0