2018-08-07T13:42:45-05:00 2017-09-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2016-10-01 390863391 PLANNED PARENTHOOD OF WISCONSIN INC PLAN 4142718045 302 NORTH JACKSON STREET MILWAUKEE WI 53202 TERESA HUYCK PRESIDENT AND CEO 4142718045 2018-08-01 1 KIMBERLY ANDERSON CPA P00188889 6086628600 2018-07-31 2016 2022-09-23 18:48:47Z TANYA ATKINSON 302 NORTH JACKSON STREET MILWAUKEE WI 53202 33366401 0 X WWW.PPWI.ORG X 1935 WI TO EMPOWER ALL INDIVIDUALS TO MANAGE THEIR SEXUAL AND REPRODUCTIVE HEALTH THROUGH PATIENT SERVICES, EDUCATION, AND ADVOCACY. 27 27 241 729 0 0 10267184 14202818 16196167 19039100 272748 124483 0 0 26736099 33366401 2132835 1829867 0 0 13026714 13251705 0 0 1698309 12463619 12440177 27623168 27521749 -887069 5844652 17269477 23790161 2101067 2582879 15168410 21207282 X TO EMPOWER ALL INDIVIDUALS TO MANAGE THEIR SEXUAL AND REPRODUCTIVE HEALTH THROUGH PATIENT SERVICES, EDUCATION, AND ADVOCACY. 0 0 18726904 700355 19039100 PATIENT SERVICES - PLANNED PARENTHOOD OF WISCONSIN PROVIDES BASIC CONTRACEPTIVES AND OTHER RELATED REPRODUCTIVE HEALTH CARE. PLANNED PARENTHOOD OF WISCONSIN PROVIDES SERVICES STATE-WIDE WITH 21 HEALTH CENTERS. 60,000 PATIENTS WERE SERVED IN 2017. 883189 HEALTH EDUCATION - PLANNED PARENTHOOD OF WISCONSIN PROVIDES HEALTH EDUCATION AND INFORMATION SERVICES IN COMMUNITIES STATE-WIDE. THERE WERE 10,000 COMMUNITY EDUCATION PROGRAMS PARTICIPANTS FOR 2017. 1479492 1129512 ISSUES EDUCATION - PLANNED PARENTHOOD OF WISCONSIN EDUCATES THE PUBLIC AND ELECTED OFFICIALS ABOUT ISSUES PERTAINING TO REPRODUCTIVE HEALTH AND MOBILIZES INDIVIDUALS TO MAKE THEIR OPINIONS KNOWN. 360,000 INDIVIDUALS RECEIVED COMMUNICATIONS IN 2017. 16359 0 0 LOBBYING - PLANNED PARENTHOOD OF WISCONSIN LOBBIES ELECTED OFFICIALS ON BEHALF OF REPRODUCTIVE RIGHTS. THIS LEGISLATIVE ADVOCACY INCLUDES FAMILY PLANNING SERVICES, COMPASSIONATE CARE FOR RAPE VICTIMS, AND ACCESS TO BIRTH CONTROL. 16359 0 0 21105944 1 1 0 1 0 0 0 0 0 1 1 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 71 0 1 241 1 0 0 0 0 0 1 1 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X TANYA ATKINSON 4142718045 302 NORTH JACKSON STREET MILWAUKEE WI 53202 X BARB NOTESTEIN DIRECTOR 1.00 2.00 X 0 0 0 BETSY BRENNER DIRECTOR 1.00 X 0 0 0 CARRIE NORBIN KILLORAN DIRECTOR 1.00 X 0 0 0 DIANNE SEDER DIRECTOR 1.00 X 0 0 0 EILEEN FORCE CAHILL DIRECTOR 1.00 X 0 0 0 JOANNE ROBBINS DIRECTOR 1.00 X 0 0 0 KELLY EAKIN DIRECTOR 1.00 X 0 0 0 MAX WELSH DIRECTOR 1.00 X 0 0 0 LINDA BOCHERT DIRECTOR 1.00 X 0 0 0 MARY LYNN DONOHUE CHAIR 1.00 1.00 X X 0 0 0 SHALETA DUNN VICE CHAIR 1.00 X X 0 0 0 KATHY FLORES DIRECTOR 1.00 X 0 0 0 JULIANNE LEPP DIRECTOR 1.00 X 0 0 0 SARAH FIERAK DIRECTOR 1.00 X 0 0 0 MARCELA GARCIA DIRECTOR 1.00 X 0 0 0 KHARY PENEBAKER DIRECTOR 1.00 X 0 0 0 PAUL NANNIS DIRECTOR 1.00 X 0 0 0 RICHARD WETZEL SECRETARY 1.00 X X 0 0 0 MADELINE KELLY LUBAR DIRECTOR 1.00 X 0 0 0 GENIE SMITH DIRECTOR 1.00 X 0 0 0 AMY SHAPIRO DIRECTOR 1.00 X 0 0 0 ANDREA SOELL KHAN DIRECTOR 1.00 X 0 0 0 JUDITH MCGREGOR DIRECTOR 1.00 X 0 0 0 LISA REMBY CHAIR ELECT 1.00 1.00 X X 0 0 0 CHRISTOPHER BUGG TREASURER 1.00 X X 0 0 0 EDIE BRENGEL RADTKE DIRECTOR 1.00 X 0 0 0 TIA TORHORST DIRECTOR 1.00 X 0 0 0 TANYA ATKINSON PRESIDENT AND CEO 40.00 2.00 X 136562 0 15842 CHRISTOPHER WILLIAMS CHIEF OPERATING OFFICER 40.00 X 169951 0 23504 BRIAN TOLLAKSON CHIEF FINANCIAL OFFICER 40.00 X 175606 0 11562 LINDA NEFF CHIEF DEVELOPMENT AND BRAND STRATEGY OFFICER 40.00 X 142202 0 28980 624321 0 79888 4 0 1 0 RGS FINANCIAL INC 1700 JAY ELL DRIVE RICHARDSON TX 75081 MEDICAL BILLING & COLLECTION SERVICES 506746 MEDICAL COLLEGE OF WISCONSIN 8701 WATERTOWN PLANK ROAD MILWAUKEE WI 53226 PHYSICIANS SERVICES 485344 UPIC HEALTH LLC 4115 PLEASANT VALLEY ROAD SUITE 10 CHANTILLY VA 20151 CALL CENTER SERVICES 317549 JIGSAW LLC 710 PLANKINTON AVENUE MILWAUKEE WI 53203 ADVERTISING SERVICES 189693 SECURITAS SECURITY SERVICES 12672 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 SECURITY SERVICES 185272 7 393913 2834298 10974607 14202818 PROGRAM SERVICE REVENUE 621400 16165333 16165333 LABRATORY SERVICES COOPERATIVE RE 621400 2733705 2733705 OTHER PROGRAM REVENUE 621400 140062 140062 19039100 124483 124483 33366401 19039100 0 124483 1829867 1829867 533027 533027 10105735 7974857 1471091 659787 411037 328210 54823 28004 1546434 1169035 277652 99747 655472 488655 125123 41694 2523389 1154291 883872 485226 291968 939 276445 14584 1674526 1300986 238468 135072 1708934 1622031 59917 26986 568824 379153 73257 116414 473997 452246 16313 5438 218700 204980 12068 1652 MEDICAL CLINIC SUPPLIES 4168087 4007009 145466 15612 MEMBERSHIP DUES 136803 13567 122086 1150 TEMPORARY HELP 31348 31234 114 0 643601 148884 427774 66943 27521749 21105944 4717496 1698309 4940 5315 2158053 2540509 603557 25650 1695109 2799087 525437 533133 19130956 8251894 5145142 10879062 4195484 1750746 2941755 5256659 17269477 23790161 1851067 2332879 250000 250000 2101067 2582879 X 10855871 14174263 3148260 6144310 1164279 888709 15168410 21207282 17269477 23790161 5844652 194220 0 X X 0 1 X 1 1 1 X 5012327 7192934 12349971 9428218 12747953 46731403 5012327 7192934 12349971 9428218 12747953 46731403 1347645 45383758 48378 138350 188037 272748 124483 771996 47503399 80397730 0.95540 0.94660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 0 16359 16359 16359 16359 27505390 27918617 27521749 27934976 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 22916 49824 13881 16359 102980 250000 250000 250000 250000 1000000 1500000 1140 111 48 1299 1164279 38321 313891 888709 1148932 15347 1164279 1322299 -173367 1148932 1301865 20434 1322299 1262409 39456 1301865 0.00000 1.00000 0.00000 1 0 656551 656551 3978355 2604708 1373647 4341637 3426086 915551 2350888 2221100 129788 7803525 7803525 10879062 LONG TERM ACCOUNTS RECEIVABLE 3550196 DONATED PRACTICE 850000 DELEGATE ADVANCES 69260 DEPOSITS AND OTHER ASSETS 362011 ENDOWMENTS HELD 425192 5256659 PART V, LINE 4: PLANNED PARENTHOOD OF WISCONSIN, INC. USES THE ANNUAL INCOME GENERATED ON THE ENDOWMENTS FOR HEALTH CENTER AND EDUCATION SERVICES. 1 OPTIONS IN REPRODUCTIVE CARE INC 1201 CALEDONIA STREET LACROSSE WI 54603 391166634 501(C)(3) 442692 TO PROVIDE ASSISTANCE TO OTHER ORGANIZATIONS SO THAT THEY MAY PROVIDE NECESSARY SERVICES IN HELPING INDIVIDUALS MANAGE THEIR SEXUAL AND REPRODUCTIVE HEALTH. COMMUNITY ACTION INC 2300 KELLOG AVENUE JANESVILLE WI 53545 391052077 501(C)(3) 257663 TO PROVIDE ASSISTANCE TO OTHER ORGANIZATIONS SO THAT THEY MAY PROVIDE NECESSARY SERVICES IN HELPING INDIVIDUALS MANAGE THEIR SEXUAL AND REPRODUCTIVE HEALTH. PLANNED PARENTHOOD ADVOCATES OF WISCONSIN INC 302 NORTH JACKSON STREET MILWAUKEE WI 53202 391678012 501(C)(4) 1129512 EDUCATIONAL OUTREACH REGARDING WOMEN'S HEALTH ISSUES AND REPRODUCTIVE RIGHTS $16,359 WAS ATTRIBUTABLE TO LOBBYING TO FURTHER PPWI'S CHARITABLE AND EDUCATIONAL PURPOSES. 2 1 PART I, LINE 2: THE ORGANIZATION MONITORS THE GRANT RECIPIENT FUNCTIONS OF OPERATIONS, ADMINISTRATION AND FINANCIAL MANAGEMENT. A VARIETY OF ON-SITE AND OFF-SITE PROCEDURES ARE USED IN MONITORING SUCH GRANT RECIPIENT FUNCTIONS. THESE PROCEDURES FOR ALL FUNCTIONS INCLUDE BUT ARE NOT LIMITED TO: RECEIPT AND REVIEW OF PERIODIC REPORTING, SUBMISSION OF APPLICATIONS ANNUALLY, PERIODIC AND NONPERIODIC CONFERENCES, SOURCE DOCUMENT VERIFICATION OF REPORTED DATA, AND CERTIFIED ANNUAL AUDITS, ETC. X X 0 0 0 0 0 0 0 0 0 TANYA ATKINSON PRESIDENT AND CEO 136562 0 0 0 0 0 8302 0 7540 0 152404 0 0 0 CHRISTOPHER WILLIAMS CHIEF OPERATING OFFICER 169951 0 0 0 0 0 10477 0 13027 0 193455 0 0 0 BRIAN TOLLAKSON CHIEF FINANCIAL OFFICER 175606 0 0 0 0 0 10439 0 1123 0 187168 0 0 0 LINDA NEFF CHIEF DEVELOPMENT AND BRAND STRATEGY 142202 0 0 0 0 0 8991 0 19989 0 171182 0 0 0 PART I, LINE 3 HR AND THE BOARD COMMITTEE DETERMINE THE COMPENSATION FOR THE CEO. HR DETERMINES COMPENSATION FOR THE ORGANIZATION'S OFFICERS OR KEY EMPLOYEES. SALARY RANGES (GRADES) ARE ESTABLISHED UTILIZING A VARIETY OF COMPENSATION STUDIES. THESE STUDIES CAN BE LOCAL, REGIONAL, OR NATIONAL AND CAN BE PREPARED BY PPWI, INDEPENDENT EMPLOYEE AGENCIES, OR RELATED ORGANIZATIONS. FORM 990, PART VI, SECTION B, LINE 11B FINANCE COMMITTEE REVIEWS AND ACCEPTS FORM 990. THE 990 IS THEN PROVIDED TO ALL BOARD MEMBERS PRIOR TO IT BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C FORMS ARE REQUIRED TO BE COMPLETED ANNUALLY BY DIRECTORS, OFFICERS, AND KEY EMPLOYEES AND ARE SUBMITTED FOR REVIEW TO THE EXECUTIVE COMMITTEE, INCLUDING THE BOARD CHAIR AND THE PRESIDENT/CEO. FORM 990, PART VI, SECTION B, LINE 15 HR AND THE BOARD COMMITTEE DETERMINE THE COMPENSATION FOR THE CEO. HR DETERMINES COMPENSATION FOR THE ORGANIZATION'S OFFICERS OR KEY EMPLOYEES. SALARY RANGES (GRADES) ARE ESTABLISHED UTILIZING A VARIETY OF COMPENSATION STUDIES. THESE STUDIES CAN BE LOCAL, REGIONAL OR NATIONAL AND CAN BE PREPARED BY PPWI, INDEPENDENT EMPLOYEE AGENCIES OR RELATED ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART VII, SECTION A, LINE 1A, COLUMN B HOURS FOR RELATED ORGANIZATIONS: TANYA ATKINSON, PRESIDENT AND CEO, DEVOTES AN AVERAGE OF 40 HOURS PER WEEK WORKING WITH PLANNED PARENTHOOD OF WISCONSIN, INC. TANYA IS ALSO THE PRESIDENT/CEO OF PLANNED PARENTHOOD ADVOCATES OF WISCONSIN, INC. AND ADMINISTRATOR OF PLANNED PARENTHOOD ADVOCATES OF WISCONSIN POLITICAL FUND, RELATED ORGANIZATIONS. TANYA DEVOTES AN AVERAGE OF 1 HOUR PER WEEK WITH PLANNED PARENTHOOD ADVOCATES OF WISCONSIN, INC AND 1 HOUR PER WEEK WITH PLANNED PARENTHOOD ADVOCATES OF WISCONSIN POLITICAL FUND. NICOLE SAFAR, VP OF GOVERNMENT RELATIONS AND LEGAL ADVOCACY, DEVOTES AN AVERAGE OF 1 HOUR PER WEEK WORKING WITH PLANNED PARENTHOOD OF WISCONSIN, INC. NICOLE IS ALSO THE EXECUTIVE DIRECTOR OF PLANNED PARENTHOOD ADVOCATES OF WISCONSIN, INC. AND ADMINISTRATOR OF PLANNED PARENTHOOD ADVOCATES OF WISCONSIN POLITICAL FUND, RELATED ORGANIZATIONS. NICOLE DEVOTES AN AVERAGE OF 40 HOURS PER WEEK WITH PLANNED PARENTHOOD ADVOCATES OF WISCONSIN, INC AND 1 HOUR PER WEEK WITH PLANNED PARENTHOOD ADVOCATES OF WISCONSIN POLITICAL FUND. BARB NOTESTEIN, BOARD MEMBER, DEVOTES AN AVERAGE OF 1 HOUR PER WEEK WORKING WITH PLANNED PARENTHOOD OF WISCONSIN, INC. BARB IS ALSO BOARD CHAIR OF PLANNED PARENTHOOD ADVOCATES OF WISCONSIN, INC. AND ADMINISTRATOR OF PLANNED PARENTHOOD ADVOCATES OF WISCONSIN POLITICAL FUND, RELATED ORGANIZATIONS. BARB DEVOTES AN AVERAGE OF 1 HOUR PER WEEK TO BOTH ORGANIZATIONS. LISA REMBY, BOARD MEMBER, DEVOTES AN AVERAGE OF 1 HOUR PER WEEK WORKING WITH PLANNED PARENTHOOD OF WISCONSIN, INC. LISA IS ALSO A BOARD MEMBER OF PLANNED PARENTHOOD ADVOCATES OF WISCONSIN, INC. AND DEVOTES AN AVERAGE OF 1 HOUR PER WEEK TO PLANNED PARENTHOOD ADVOCATES OF WISCONSIN, INC. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. PLANNED PARENTHOOD ADVOCATES OF WISCONSIN INC 302 NORTH JACKSON STREET MILWAUKEE WI 53202 391678012 EDUCATE THE PUBLIC & ELECTED OFFICIALS ON REPRODUCTIVE HEALTH ISSUES WI 501(C)(4) N/A PLANNED PARENTHOOD OF WISCONSIN INC 0 ELECTION FUND PLANNED PARENTHOOD ADVOCATES OF WISCONSIN 302 NORTH JACKSON STREET MILWAUKEE WI 53202 900043763 EDUCATE THE PUBLIC & ELECTED OFFICIALS ON REPRODUCTIVE HEALTH ISSUES WI 527 N/A PLANNED PARENTHOOD OF WISCONSIN INC 0 PLANNED PARENTHOOD ADVOCATES OF WISCONSIN POLITICAL FUND 302 NORTH JACKSON STREET MILWAUKEE WI 53202 273225544 EDUCATE THE PUBLIC & ELECTED OFFICIALS ON REPRODUCTIVE HEALTH ISSUES WI 527 N/A PLANNED PARENTHOOD OF WISCONSIN INC 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PLANNED PARENTHOOD ADVOCATES OF WISCONSIN INC B 1129512 ACCRUAL PLANNED PARENTHOOD ADVOCATES OF WISCONSIN INC 302 NORTH JACKSON STREET MILWAUKEE WI 53202 391678012 X 0 0 0 0 0 0 0 0 0 0