2019-05-14T09:29:36-05:00 2018-06-30 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2017-07-01 420727488 PLANNED PARENTHOOD OF THE HEARTLAND INC PLAN 5152807000 818 5TH AVENUE NO 200 DES MOINES IA 50309 SARAH A STOESZ PRESIDENT 5152807000 2019-05-11 1 KURT BENNION P01469618 6123764500 2019-05-11 67.137.57.251 2019-05-11 06:00:39 PD P DB638E471739F1D4B23C74843775E8025F07CF1B 7CCED69CC7F7DA8765ED5670943801882D3A7A21 2017 2019-02-21 02:37:17Z SARAH A STOESZ 818 5TH AVENUE NO 200 DES MOINES IA 50309 20221311 0 X WWW.PPHEARTLAND.ORG X 1934 IA PROVIDE, PROMOTE AND PROTECT REPRODUCTIVE AND SEXUAL HEALTH. 15 15 242 1773 0 26467 12002067 12827905 9847493 7230405 4457 8859 -118121 -225520 21735896 19841649 718432 1056157 0 0 11861080 10563494 0 0 1134217 8998956 8370822 21578468 19990473 157428 -148824 9024569 10493333 2492003 3379222 6532566 7114111 X TO PROVIDE, PROMOTE AND PROTECT REPRODUCTIVE AND SEXUAL HEALTH THROUGH HEALTH SERVICES, EDUCATION AND ADVOCACY. 0 0 11120301 320541 7173002 HEALTHCARE SERVICES - IN FY18, PLANNED PARENTHOOD OF THE HEARTLAND, INC. (PPHEARTLAND) CARED FOR MORE THAN 28,000 UNDUPLICATED PATIENTS IN MORE THAN 69,000 OFFICE VISITS. PPHEARTLAND SERVES PATIENTS FROM DIVERSE BACKGROUNDS AND ECONOMIC SITUATIONS IN TEN CLINICS ACROSS IOWA AND NEBRASKA. WE SERVE PATIENTS REGARDLESS OF INSURANCE STATUS, SO 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, SEXUAL ASSAULT EXAMS, PAP TESTS, CANCER SCREENINGS, ABORTION, COUNSELING AND REFERRALS AND OTHER MEDICAL/SURGICAL PROCEDURES. 2070161 311707 57403 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 54,268 YOUTH AND ADULTS ACROSS IOWA AND NEBRASKA DURING FY18. 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. EDUCATORS CONDUCT COMMUNITY OUTREACH AT HEALTH FAIRS AND COMMUNITY EVENTS AND FACILITATE EDUCATIONAL PROGRAMING WITH YOUTH AND ADULTS. (CONTINUED IN SCHEDULE O)(CONTINUED FROM PAGE 2) PROFESSIONAL TRAINING ON SEXUALITY EDUCATION AND REPRODUCTIVE HEALTH CARE IS PROVIDED TO PROFESSIONALS AND EDUCATORS. 300000 300000 0 TRANSFER TO RELATED CHARITABLE FOUNDATION TO IMPROVE OPERATING POSITION. 123909 123909 0 TRANSFER TO AFFILIATE TO SUPPORT INTEGRATION-RELATED ACTIVITIES. 123909 123909 0 13614371 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 1 0 1 0 0 0 0 1 0 0 0 1 63 0 242 1 1 1 0 0 0 0 1 1 0 0 0 0 X 15 15 1 0 0 0 0 0 0 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 1.00 1.00 X X 0 0 0 SUSAN UGAI VICE CHAIR 1.00 0.00 X X 0 0 0 PATRICE SAYRE TREASURER 1.00 0.00 X X 0 0 0 CYRIL MANDELBAUM SECRETARY 1.00 0.00 X X 0 0 0 REBECCA BOYD-DUBLINSKE DIRECTOR 1.00 0.00 X 0 0 0 TEREE CALDWELL-JOHNSON DIRECTOR 1.00 0.00 X 0 0 0 JENNY DOYLE DIRECTOR 1.00 0.00 X 0 0 0 JANET GRIFFIN DIRECTOR 1.00 0.00 X 0 0 0 REV STEPHEN GRIFFITH DIRECTOR 1.00 0.00 X 0 0 0 DR WENDI HARRIS DIRECTOR 1.00 0.00 X 0 0 0 JENNIFER LEACHMAN DIRECTOR 1.00 0.00 X 0 0 0 JENNIFER MAGILTON DIRECTOR 1.00 0.00 X 0 0 0 SHARON MALHEIRO DIRECTOR 1.00 0.00 X 0 0 0 RANDY MOODY DIRECTOR 1.00 0.00 X 0 0 0 DR STEPHANIE MORGAN DIRECTOR 1.00 0.00 X 0 0 0 SUZANNA DE BACA PRESIDENT & CEO 37.00 3.00 X 359284 0 20883 JAMIE BUSSELL CHIEF FINANCIAL OFFICER 37.00 3.00 X 89965 0 4478 EMILY WILLIAMS BOUSKA CHIEF STRATEGIC PTNRSHIPS & COMM OFFICER 37.00 3.00 X 106346 0 5085 STEPHANIE PEARL CHIEF LEADERSHIP, EDUCATION & H.R. OFFICER 40.00 0.00 X 95353 0 8367 MIKE FALKSTROM GENERAL COUNSEL 37.00 3.00 X 70599 0 12055 DR JILL MEADOWS MEDICAL DIRECTOR 40.00 0.00 X 295955 0 12855 DR DEBORAH TURNER ASSOCIATE MEDICAL DIRECTOR 40.00 0.00 X 186130 0 10362 1203632 0 74085 4 0 1 0 BRIDGE HEALTHCARE PARTNERS LLC 671 VANDALIA STREET ST PAUL MN 55114 IT SERVICES AND PATIENT BILLING 222229 ON POINT SECURITY GROUP 1776 W LAKES PKWY STE 1229 WEST DES MOINES IA 50266 SECURITY SERVICES 195772 CLIFTONLARSONALLEN LLP 600 3RD AVENUE SE STE 300 CEDAR RAPIDS IA 52401 ACCOUNTING SERVICES 127054 LISA MARIE BANITT 2917 RIDGETOP ROAD AMES IA 50014 PHYSICIAN SERVICES 124637 4 1264213 245125 2689107 8629460 2538993 12827905 CLINIC SERVICES 624100 7168223 7168223 EDUCATIONAL SERVICES 611710 57403 57403 RESEARCH REVENUE 621500 4779 4779 7230405 11730 11730 68596 71467 -2871 -2871 -2871 0 1264213 308195 -308195 -308195 MISCELLANEOUS INCOME 900099 82675 82675 82675 19841649 7230405 0 -216661 1056157 1056157 800629 800629 8045101 5985203 1328664 731234 207290 160876 25526 20888 617945 459168 111250 47527 892529 623375 188217 80937 152925 152925 68473 68473 7314 7314 840380 381534 398063 60783 217185 60200 156985 867257 411951 455306 484943 280148 145784 59011 2046453 1357132 688939 382 414819 310258 49873 54688 1878 1878 377817 167782 209465 570 175974 156774 19200 MEDICAL SUPPLIES 1927874 1927836 38 MISCELLANEOUS EXPENSES 603022 118825 414599 69598 OTHER MEDICAL EXPENSES 179751 157152 14000 8599 UBI TAXES 4757 4757 19990473 13614371 5241885 1134217 3881751 5664805 822427 1373261 1529549 813194 352175 319857 254284 199381 7737703 6215130 1453904 1522573 121111 112063 56100 70915 553268 417284 9024569 10493333 2004330 2677410 311280 329708 176393 372104 2492003 3379222 X 5810094 5374427 722472 1739684 6532566 7114111 9024569 10493333 -148824 730369 0 X 0 1 X 1 1 1 X 8918816 9685978 9729505 12002067 12827905 53164271 8918816 9685978 9729505 12002067 12827905 53164271 13247544 39916727 9173 8676 5854 7570 11730 43003 173647 131270 88781 147428 82675 623801 53831075 48498029 0.74150 0.68420 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME CALL CENTER REVENUE CHARITABLE GAMING REVENUES X 0 140501 0 31483 0 171984 13590820 13973283 13590820 14145267 829541 857263 207385 214316 0 0 0 0 1000000 1000000 1000000 857263 3857263 5785895 112797 35789 139412 171984 459982 250000 250000 250000 214316 964316 1446474 103532 140501 244033 2615868 1919442 696426 5065341 4295688 769653 56494 56494 1522573 DONOR ANNUITIES 11195 457(B) PAYABLE 114227 DUE TO RELATED ORGANIZATIONS 246682 372104 X 22758530 730369 1878317 308195 2916881 19841649 0 19841649 22176985 1878317 308195 2186512 19990473 0 19990473 PART X, LINE 2: PPH IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. PPH IS NOT CONSIDERED TO BE A PRIVATE FOUNDATION BY THE INTERNAL REVENUE SERVICE. 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 308,195. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 308,195. BOOK SALE 555904 555904 28470 3656 170609 IOWA ANNUAL EVENT 384705 384705 19875 23207 3586 5 323604 323604 16708 30409 11675 1264213 1264213 65053 57272 185870 308195 -308195 1 LUTHERAN SERVICES IN IOWA 3116 UNIVERSITY AVENUE DES MOINES IA 50311 420698267 501(C)(3) 21675 CAPP AND TPPP PROGRAM DISTRIBUTIONS GIRLS INC OF SIOUX CITY PO BOX 3380 SIOUX CITY IA 511023380 421272032 501(C)(3) 67454 CAPP AND TPPP PROGRAM DISTRIBUTIONS CHILDREN & FAMILY URBAN MOVEMENT PO BOX 41125 DES MOINES IA 50311 421396833 501(C)(3) 5862 CAPP PROGRAM DISTRIBUTIONS YOUNG WOMEN'S RESOURCE CENTER 818 5TH AVENUE DES MOINES IA 50309 510186073 501(C)(3) 8424 CAPP PROGRAM DISTRIBUTIONS CRISIS INVERVENTION & ADVOCACY CENTER 911 COURT STREET SUITE 2 ADEL IA 50003 421372343 501(C)(3) 7057 CAPP PROGRAM DISTRIBUTIONS COMMUNITY YOUTH CONCEPTS 1446 MARTIN LUTHER KING JR PKWY DES MOINES IA 50314 262996028 501(C)(3) 7914 CAPP PROGRAM DISTRIBUTIONS CHARLES DREW HEALTH CENTER 2915 GRANT STREET OMAHA NE 68111 470666715 501(C)(3) 43790 TPPP PROGRAM DISTRIBUTIONS MILLS COUNTY PUBLIC HEALTH 101 CENTRAL STREET GLENWOOD IA 51534 426004708 501(C)(3) 72480 CAPP AND TPPP PROGRAM DISTRIBUTIONS UNIVERSITY OF NEBRASKA AT OMAHA 6001 DODGE STREET EAB 203 OMAHA NE 68182 470049123 UNIV. OF NEBRASKA 75000 TPPP PROGRAM DISTRIBUTIONS PLANNED PARENTHOOD VOTERS OF IOWA 818 5TH AVENUE SUITE 200 DES MOINES IA 50309 421357011 501(C)(4) 194836 TO SUPPORT THE MISSION OF PLANNED PARENTHOOD VOTERS OF IOWA PLANNED PARENTHOOD VOTERS OF NEBRASKA PO BOX 4557 DES MOINES IA 50305 470762497 501(C)(4) 125705 TO SUPPORT THE MISSION OF PLANNED PARENTHOOD VOTERS OF NEBRASKA PLANNED PARENTHOOD OF THE HEARTLAND FOUNDATION 818 5TH AVENUE DES MOINES IA 50309 421240096 501(C)(3) 300000 GENERAL OPERATING SUPPORT PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA 671 VANDALIA STREET ST PAUL MN 55114 410948382 501(C)(3) 123909 TO SUPPORT INTEGRATION-RELATED ACTIVITIES 11 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 SUBRECIPIENTS THROUGH PERIODIC REVIEWS AND AUDITS. X X X X X 0 0 0 0 0 0 0 0 0 SUZANNA DE BACA PRESIDENT & CEO 359284 0 0 0 0 0 12203 0 8680 0 380167 0 0 0 DR JILL MEADOWS MEDICAL DIRECTOR 294955 0 1000 0 0 0 11824 0 1031 0 308810 0 0 0 DR DEBORAH TURNER ASSOCIATE MEDICAL DIRECTOR 186130 0 0 0 0 0 5688 0 4674 0 196492 0 0 0 LAURA DICKEY DAUGHTER OF PENNY DICKEY, FORMER CHIEF CLINICAL OFFICER 51288 EMPLOYEE COMPENSATION 0 X 26 2538993 FMV 0 0 1 1 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 EXECUTIVE COMMITTEE IS COMPRISED OF THE BOARD CHAIR, VICE CHAIR, TREASURER AND SECRETARY. THE EXECUTIVE COMMITTEE IS 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 KEEPS MINUTES OF EACH OF ITS MEETINGS AND REPORTS THE SAME TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 2 CYRIL MANDELBAUM AND DR. STEPHANIE MORGAN - BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B BEFORE IT WAS FILED WITH THE IRS, THE FORM 990 WAS REVIEWED BY THE CFO OF PLANNED PARENTHOOD OF THE HEARTLAND ("PPH"), THE CFO, COO, CEO AND LEGAL COUNSEL OF PLANNED PARENTHOOD NORTH CENTRAL STATES, AND BY THE FINANCE COMMITTEE OF PPH, AFTER WHICH IT WAS SHARED WITH THE BOARD OF DIRECTORS OF PPH. 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 THE COMPENSATION COMMITTEE REVIEWED THE PERFORMANCE OF THE PRESIDENT, INCLUDING COMPARISON TO A COMPENSATION STUDY. THE PRESIDENT'S COMPENSATION WAS APPROVED BY THE FULL BOARD OF DIRECTORS. THE PROCEDURES WERE LAST COMPLETED IN 2017. THE COMPENSATION OF OTHER OFFICERS IS DETERMINED BY A REVIEW OF EACH OFFICER'S PERFORMANCE BY THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST. PLANNED PARENTHOOD OF THE HEARTLAND FOUNDATION 818 5TH AVE STE 200 DES MOINES IA 50309 421240096 SUPPORT PLANNED PARENTHOOD OF THE HEARTLAND IA 501(C)(3) LINE 12A, I PLANNED PARENTHOOD OF THE HEARTLAND INC 0 PLANNED PARENTHOOD VOTERS OF IOWA 818 5TH AVE STE 200 DES MOINES IA 50309 421357011 EDUCATE SUPPORTERS ON LEGISLATIVE ISSUES IA 501(C)(4) N/A 0 PLANNED PARENTHOOD VOTERS OF IOWA PAC 818 5TH AVE 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) N/A 0 0 1 1 1 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 PLANNED PARENTHOOD OF THE HEARTLAND FOUNDATION B 300000 CASH VALUE PLANNED PARENTHOOD OF THE HEARTLAND FOUNDATION C 235824 CASH VALUE PLANNED PARENTHOOD OF THE HEARTLAND FOUNDATION D 3628944 CASH VALUE PLANNED PARENTHOOD VOTERS OF NEBRASKA PO BOX 4557 DES MOINES IA 50305 470762497 109303 11334 120637 145081 265718 53144 13286 96017 67493 0 PLANNED PARENTHOOD VOTERS OF IOWA 818 5TH AVENUE SUITE 200 DES MOINES IA 50309 421357011 31198 20149 51347 237382 288729 57746 14437 16761 0 0 PLANNED PARENTHOOD OF THE HEARTLAND INC 818 5TH AVENUE SUITE 200 DES MOINES IA 50309 420727488 0 0 0 13590820 13590820 829541 207385 0 0 0