2018-05-10T13:50:35-05:00 2017-06-30 420714325 RSM US LLP 1 S WACKER DRIVE STE 800 CHICAGO IL 60606 990 2016-07-01 362170901 Planned Parenthood of Illinois PLAN 3125926800 18 South Michigan Avenue No 6th Fl Chicago IL 60603 Jennifer Welch President & CEO 3125926800 2018-05-10 1 Zack Fortsch P00052725 3126343400 2016 2022-09-23 18:48:47Z Jennifer Welch 18 South Michigan Avenue No 6th Fl Chicago IL 60603 60251194 0 X www.PPIL.org X 1946 IL Planned Parenthood of Illinois is the leader in providing and promoting compassionate, comprehensive reproductive health care, education, and rights. 24 24 338 300 0 0 15500713 18435403 16646477 19202599 619492 202527 381253 103180 33147935 37943709 0 0 0 0 13898023 15255469 32398 28006 892471 12041245 12963483 25971666 28246958 7176269 9696751 39080356 50222953 7577650 7697770 31502706 42525183 X Planned Parenthood of Illinois is the leader in providing and promoting compassionate, comprehensive reproductive health care, education, and rights. 0 0 19001952 19202599 Medical services: Operates nine health centers in the Chicago metropolitan area and seven in Central Illinois that provide comprehensive reproductive health care services to women, teens and men regardless of income. In fiscal year 2017 one Central Illinois health center was closed, and services will be continued at another Central Illinois health center. Services include annual wellness exams including cervical cancer screenings and evaluation and management of abnormal cervical cancer screenings; comprehensive birth control services including permanent non-surgical female and male birth control; male reproductive health services; pregnancy testing and options counseling; testing and treatment for sexually transmitted infections (STI's) including rapid HIV testing; emergency contraception; HPV and Hepatitis A/B vaccines; breast cancer screening; and surgical and medication abortion services. 955822 Management information services: Provides computer and technical support to Agency health center staff including applications, hardware training, and overall network infrastructure. This includes a patient practice management system, electronic medical records and a patient portal. 699455 Public relations: Provides the public with information and education about reproductive health care, education, and rights. 229386 Public policy: Leads public policy efforts in Illinois that safeguard the rights of individuals to make decisions about their reproductive health without government interference, including organizing, advocacy and legislation. 189056 Education: Provides medically accurate, age appropriate, sexual health education to patients, students, schools, nonprofit organizations, and community groups. The goal of the Agency's educational programs is to increase access to evidence-based, comprehensive sexual health education and to provide linkages to care. 418442 21075671 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 19 0 1 338 1 0 0 0 0 0 1 1 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X X Edward K Mbewe 3125926878 18 South Michigan Avenue 6th Floor Chicago IL 60603 Susan J Musich Chair 1.00 1.00 X X 0 0 0 Elizabeth Cohn Morris Chair (until 12/16) 1.00 X X 0 0 0 Joanne Howard Vice-Chair (until 4/17) 1.00 X X 0 0 0 Donna Miller Vice-Chair 1.00 1.00 X X 0 0 0 Bonnie Rothman Vice-Chair 1.00 1.00 X X 0 0 0 Anel Ruiz Secretary 1.00 1.00 X X 0 0 0 Andrew A Davis Treasurer 1.00 X X 0 0 0 Alison Winslow Director 1.00 X 0 0 0 Bernadette Chopra Director 1.00 1.00 X 0 0 0 Carolyn Moon Director 1.00 X 0 0 0 Debra Jackson Director 1.00 X 0 0 0 Erica Nelson MD Director 1.00 X 0 0 0 Phyllis Mandler LCSW MPA Director 1.00 X 0 0 0 Renee Ferguson Director 1.00 X 0 0 0 Richard W Owens Director 1.00 1.00 X 0 0 0 Sara Lurie Director 1.00 X 0 0 0 Mary Beaumont Director 1.00 X 0 0 0 Ellen Benjamin Director 1.00 X 0 0 0 Julie Hamos Director 1.00 X 0 0 0 Tanya Polsky Director 1.00 X 0 0 0 Gail Stern Director 1.00 X 0 0 0 Suyash Agrawal Director 1.00 X 0 0 0 Suzanne Bade Director 1.00 X 0 0 0 Jill Gordon Director 1.00 X 0 0 0 Ben Pritzker Director 1.00 X 0 0 0 Nancy Rotering Director 1.00 X 0 0 0 Jennifer Welch President & CEO (as of 5/1/17) 50.00 X 0 0 0 Linda Diamond Shapiro Interim CEO (until 5/1/17) 50.00 X 209740 0 29650 Yamelsie Rodriguez VP of Patient Service 40.00 X 175913 0 18409 Edward Mbewe VP of Finance 40.00 X 60556 0 276 Christine Iversen Sr. Director of Risk & Human Resources 40.00 X 132810 0 18822 Dainius Petronis Director of Facilities & Security 40.00 X 108043 0 1000 Kathleen Thiede Director of Development 40.00 X 183862 0 14779 Brenda Wolfe Director of Clinical and Educational Initiatives 40.00 X 124638 0 9816 Sasko Zdravev Director of IT 40.00 X 106739 0 1461 Carole Brite Former CEO/President 0.00 X 425773 0 7482 1528074 0 101695 8 1 1 0 Michelle Akan 18 S Michigan Avenue Chicago IL 60603 Consultant 160000 Virgil Reid 18 S Michigan Avenue Chicago IL 60603 Consultant 159120 Mandy Gittler 18 S Michigan Avenue Chicago IL 60603 Consultant 116320 3 813699 4100694 13521010 1955625 18435403 Program Service Fees 624100 19202599 19202599 19202599 252857 252857 21825341 310000 21834845 350826 -9504 -40826 -50330 -50330 224994 813699 121814 103180 103180 37943709 19202599 0 305707 490139 353119 112349 24671 11945319 8605969 2738078 601272 92458 58108 30392 3958 1740357 1093789 572072 74496 987196 620438 324501 42257 139728 115678 24050 86711 86711 1770 1770 28006 28006 67477 67477 1398068 1020475 377577 16 99667 89356 8561 1750 878019 597473 258125 22421 1611156 1123497 487659 321632 147883 157188 16561 38102 20991 12115 4996 37269 35460 1809 966287 871066 95221 425975 298523 127452 Med. & Other Supplies 5871898 5696692 171148 4058 Service Charges 567864 189526 362199 16139 Licenses & Memberships 319228 74995 218944 25289 Subscriptions 3892 950 2889 53 128740 59913 42299 26528 28246958 21075671 6278816 892471 7859580 2635334 3567062 3944948 3325278 6039700 689184 642035 163621 99937 27305296 11630190 14298621 15675106 9036385 21136767 140625 49126 39080356 50222953 1891416 2404705 121843 2486 5215884 5083784 348507 206795 7577650 7697770 X 25700059 34670486 5685593 7635189 117054 219508 31502706 42525183 39080356 50222953 X 9696751 1284328 41398 X 0 1 X 1 1 1 X 8390066 8390066 9588831 15500713 18435403 60305079 8390066 8390066 9588831 15500713 18435403 60305079 50000 60255079 195298 234478 212662 217527 252857 1112822 11788 268186 481209 320905 1082088 62499989 84666698 0.96410 0.95810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 1770 0 0 1770 0 Part II-B, Line 1: PPIL's Direct Lobbying expenditures are related to promoting support for or against mission related ballot initiatives, government policies, and proposed or enacted legislation through outreach and communication with voters, elected officials, and government agencies. 1856236 102454 158210 2116900 1790030 100000 -33794 1856236 1803464 -13434 1790030 1617963 185501 1803464 1501109 116854 1617963 0.89630 0.10370 0 0 2039897 2039897 12409999 4632900 7777099 7316054 2854208 4461846 5454373 4143082 1311291 84973 84973 15675106 Deferred Rent Obligations 121822 Capital Lease Obligation 84973 206795 X 39505954 1284328 114705 163212 1562245 37943709 0 37943709 28483477 114705 121814 236519 28246958 0 28246958 Part V, Line 4: The organization's endowments consist of funds established to support a variety of programs conducted by the organization. Virginia Leslie fund: Amounts included in this net asset category represent contributions received and then set aside by the Board to function as an endowment in order to establish a permanent and transformational change in the way reproductive healthcare and sexuality education are delivered in Illinois. Specific Board approval is required to use any assets allocated to this category. Part X, Line 2: Planned Parenthood of Illinois is a tax-exempt organization as defined by Section 501(c)(3) of the Internal Revenue Code (IRC) and has been classified as an organization that is not a private foundation under Section 509(a)(1). Contributions to the Agency qualify for the charitable contribution deduction under Section 170(b)(1)(A). The accounting guidance on income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded and disclosed in the consolidated financial statements. The Agency may recognize the tax benefit from an uncertain tax position only if it is more-likely-than not that the tax position will be sustained on examination by the taxing authorities, based on the technical merits of the position. Management has determined that the Agency has no material uncertain tax positions that would require disclosure or adjustment. The Agency's federal exempt organization income tax returns for fiscal years 2013, 2014 and 2015 are subject to examination by the Internal Revenue Service (IRS), generally for three years after they were filed. Part XI, Line 2d - Other Adjustments: Special Event Expenses 121,814. Change in Beneficial Interest in Trust and Gift Annuity 41,398. Part XII, Line 2d - Other Adjustments: Special Event Expenses 121,814. X X X X X X X 1 Hoopla Communications 908 N Damen Ave Chicago IL 60622 Event Coordinator 0 0 28006 -28006 28006 -28006 IL Generations Dinner 1038693 813699 224994 13393 20102 49326 38993 1038693 813699 224994 13393 20102 49326 38993 121814 103180 X X X 1 0 0 0 0 0 0 1 0 Linda Diamond Shapiro Interim CEO (until 5/1/17) 205755 0 3000 0 985 0 4405 0 25245 0 239390 0 0 0 Yamelsie Rodriguez VP of Patient Service 172782 0 3000 0 131 0 0 0 18409 0 194322 0 0 0 Christine Iversen Sr. Director of Risk & Human Resourc 129702 0 3000 0 108 0 9023 0 9799 0 151632 0 0 0 Kathleen Thiede Director of Development 180731 0 3000 0 131 0 3330 0 11449 0 198641 0 0 0 Carole Brite Former CEO/President 96743 0 30000 0 299030 0 46 0 7436 0 433255 0 0 0 Part I, Line 4a Carol Brite, Former CEO/President, received a severance payment that has been properly reported on Schedule J, Part II. Under a termination without cause, the CEO is entitled to severance pay per the terms of his/her Employment Agreement. The terms and conditions to receive severance payments require the employee to sign a release of claims form that covers all situations surrounding the employee's employment and separation from PPIL, as well as other restrictive covenants that survive termination of employment, such as confidentiality and non-solicitation of employees. Part I, Line 7 The individuals listed on Schedule J, Part II received discretionary bonuses. Senior Leadership Team and HR team reviewed individual performances and perform a statistical analytical approach to weight the bonuses. A Illinois Finance Authority 861091967 45200B3Y2 2007-05-24 8050000 Finance acquisition and building of a new health center. 0 0 0 A 2800000 8050000 218356 235544 6655332 940768 2007 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 1 1 1 0 0 0 0 A 0 Date Rebate Computation Performed Issuer Name: Illinois Finance Authority Date the Rebate Computation was Performed: 05/23/2012 Schedule K, Supplemental Information, Part IV, Line 3: The Agency's bond has a variable rate but no arbitrage. X 36 1942232 FMV X Auction Items 71 13393 FMV 0 0 1 1 Part I, Column (b): Is the number of contributions. Part I, Line 32b: The organization uses its investment broker to sell contributions of stock. Form 990, Part VI, Section B, line 11b The Form 990 was provided to the organization prior to filing. The organization's Audit and Finance committee reviewed the Form 990 and presented the Form 990 to the Board of Directors. Then the Form 990 was filed. Form 990, Part VI, Section B, line 12c The organization maintains a written conflict of interest policy, which is annually reviewed by management and the Board of Directors. The Board of Directors and Officers of the organization are required to certify annually that they have read and understand the conflict of interest policy and submit a written questionnaire each year disclosing any known conflicts. The responses to the questionnaires are reviewed by management and the Executive Committee. Annually at a Board of Director's meeting, an instructional presentation is given on this topic. Management also monitors all transactions during the normal course of business to identify other potential conflicts. Individuals who believe they are in a potential conflict are required to recuse themselves from the deliberation and decision-making process. Form 990, Part VI, Section B, line 15 The salary of the Chief Executive Officer/President is determined yearly by the Executive Committee, an independent body, of the Board of Directors after review of comparability data. The process is documented and performed on an annual basis. Form 990, Part VI, Section C, line 19 The governing documents, conflict of interest policy and financial statements are available upon request for the same period of disclosure as set forth in IRC Section 6104(d). Form 990, Part XI, line 9: Change in beneficial interest in trust and gift annuity 41,398. 21st Century Development LLC 18 South Michicago Avenue 6th Floor Chicago IL 60603 320149025 Manages Real Estate IL 0 0 Planned Parenthood of Illinois Gemini Office Development LLC 18 South Michicago Avenue 6th Floor Chicago IL 60603 562514575 Holds Title to Real Estate IL 0 0 Planned Parenthood of Illinois Medical Office Development 18 South Michicago Avenue 6th Floor Chicago IL 60603 473190980 Holds Title to Real Estate IL 0 0 Planned Parenthood of Illinois Planned Parenthood Illinois Action 18 South Michigan Avenue Chicago IL 60603 371021751 To promote and protect informed choices about reproductive healthcare IL 501(c)(4) Planned Parenthood of Illinois 1 Planned Parenthood Illinois Action PAC 601 N Bruns Lane Springfield IL 62702 900040382 Electoral Activity IL 527 N/A 0 Charitable Remainder Unitrust (1) Charitable Trust IL Planned Parenthood of Illinois T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0