2016-08-05T14:35:25-05:00 2015-09-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2014-10-01 390863391 PLANNED PARENTHOOD OF WISCONSIN INC PLAN 4142718045 302 NORTH JACKSON STREET MILWAUKEE WI 53202 TERESA HUYCK PRESIDENT AND CEO 4142718045 2016-08-03 1 KIMBERLY ANDERSON CPA P00188889 6086628600 2016-08-03 2014 2016-12-15 16:53:06Z TERESA HUYCK 302 NORTH JACKSON STREET MILWAUKEE WI 53202 28476903 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. 25 25 243 374 0 0 7634934 13031971 17060031 15256895 132400 188037 0 0 24827365 28476903 1439120 1882500 0 0 11619960 11647373 0 0 1306053 11200633 12048252 24259713 25578125 567652 2898778 14774865 17586524 1559214 1710403 13215651 15876121 X TO EMPOWER ALL INDIVIDUALS TO MANAGE THEIR SEXUAL AND REPRODUCTIVE HEALTH THROUGH PATIENT SERVICES, EDUCATION AND ADVOCACY. 0 0 17378146 755323 15256895 PATIENT SERVICES - PLANNED PARENTHOOD OF WISCONSIN PROVIDES BASIC CONTRACEPTIVES AND OTHER RELATED REPRODUCTIVE HEALTH CARE. PLANNED PARENTHOOD OF WISCONSIN PROVIDES SERVICES STATE-WIDE WITH 22 HEALTH CENTERS. 60,000 PATIENTS WERE SERVED IN 2015. 813730 HEALTH EDUCATION - PLANNED PARENTHOOD OF WISCONSIN PROVIDES HEALTH EDUCATION AND INFORMATION SERVICES IN COMMUNITIES STATE-WIDE. THERE WERE 8,000 COMMUNITY EDUCATION PROGRAMS PARTICIPANTS FOR 2015. 1275623 1127177 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. 315,000 INDIVIDUALS RECEIVED COMMUNICATIONS IN 2015. 49824 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. 49824 19517323 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 1 1 0 1 0 1 76 0 1 243 1 0 0 0 0 0 1 1 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X TERESA HUYCK 4142718045 302 NORTH JACKSON STREET MILWAUKEE WI 53202 X TERESA HUYCK PRESIDENT AND CEO 40.00 2.00 X X 294365 0 31358 VICKIE HANDS DIRECTOR 1.00 X 0 0 0 LINDA BOCHERT DIRECTOR 1.00 X 0 0 0 MARY LYNN DONOHUE DIRECTOR 1.00 X 0 0 0 SHALETA DUNN DIRECTOR 1.00 X 0 0 0 KELLY EAKIN VICE CHAIR 1.00 X X 0 0 0 JEANNE JACKSON BISSELL DIRECTOR 1.00 2.00 X 0 0 0 SARAH FIERAK DIRECTOR 1.00 X 0 0 0 MARCELA GARCIA DIRECTOR 1.00 X 0 0 0 JILL LUNDBERG CHAIR 1.00 X X 0 0 0 KATHIE ZIEVE NORMAN DIRECTOR 1.00 X 0 0 0 KAREN DACOSTA PERZAN SECRETARY 1.00 X X 0 0 0 MADELINE LUBAR DIRECTOR 1.00 X 0 0 0 DIANNA COLMAN TREASURER 1.00 X X 0 0 0 ANDREA TAXMAN DIRECTOR 1.00 X 0 0 0 ANDREA SOELL KHAN DIRECTOR 1.00 X 0 0 0 GENIE SMITH DIRECTOR 1.00 X 0 0 0 JUDITH MCGREGOR DIRECTOR 1.00 1.00 X 0 0 0 SALLY MERRELL DIRECTOR 1.00 X 0 0 0 LISA REMBY DIRECTOR 1.00 1.00 X 0 0 0 DIANE SEDER DIRECTOR 1.00 X 0 0 0 RICK WETZEL DIRECTOR 1.00 X 0 0 0 LINDA STACK HUGHES DIRECTOR 1.00 X 0 0 0 OSCAR TOVAR DIRECTOR 1.00 X 0 0 0 EDIE BRENGEL RADTKE DIRECTOR 1.00 X 0 0 0 TIA TORHORST DIRECTOR 1.00 X 0 0 0 CHRISTOPHER WILLIAMS CHIEF OPERATING OFFICER 40.00 X 152577 0 22679 BRIAN TOLLAKSON CHIEF FINANCIAL OFFICER 40.00 X 152760 0 10062 TANYA ATKINSON VICE PRESIDENT 40.00 2.00 X 116037 0 14799 LINDA NEFF VICE PRESIDENT 40.00 X 101877 0 27770 817616 0 106668 5 0 1 0 PROSOURCE BILLING SERVICES INC 250 14TH AVENUE EAST SARTELL MN 56371 MEDICAL BILLING & COLLECTION SERVICES 462260 MEDICAL COLLEGE OF WISCONSIN 8701 WATERTOWN PLANK ROAD MILWAUKEE WI 53226 PHYSICIANS SERVICES 406523 UPIC HEALTH LLC 4115 PLEASANT VALLEY ROAD SUITE 10 CHANTILLY VA 20151 CALL CENTER SERVICES 303307 SECURITAS SECURITY SERVICES 12672 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 SECURITY SERVICES 197073 JIGSAW LLC 710 PLANKINTON AVENUE MILWAUKEE WI 53203 ADVERTISING SERVICES 190915 7 296848 3825907 8909216 13031971 PROGRAM SERVICE REVENUE 621400 14523229 14523229 733666 733666 15256895 188037 188037 28476903 15256895 0 188037 1882500 1882500 924284 924284 8443747 6751239 1124536 567972 340399 284218 32372 23809 1341218 1020995 234693 85530 597725 436260 124919 36546 2211743 1254584 732050 225109 329338 11435 317903 1306131 1009650 190038 106443 1648385 1488308 117851 42226 626875 422797 102201 101877 458371 431523 19060 7788 213709 200301 11942 1466 MEDICAL CLINIC SUPPLIES 4457863 4185027 231243 41593 MEMBERSHIP DUES 198510 11032 183623 3855 TEMPORARY HELP 14318 14318 583009 113136 408034 61839 25578125 19517323 4754749 1306053 4495 4875 4913450 3873979 209529 259058 1114708 1529493 655697 668918 10758976 7568227 2729933 3190749 3338986 5316739 1808067 2742713 14774865 17586524 1309214 1460403 250000 250000 1559214 1710403 X 11006479 10209640 886873 4517549 1322299 1148932 13215651 15876121 14774865 17586524 2898778 -238308 0 X X 0 1 X 1 1 1 X 7988179 6988891 5012327 7192934 12349971 39532302 7988179 6988891 5012327 7192934 12349971 39532302 1292683 38239619 56303 83799 48378 138350 188037 514867 40047169 80151171 0.95490 0.98870 X EXPLANATION OF SHORT YEAR: PLANNED PARENTHOOD OF WISCONSIN, INC. CHANGED ITS ACCOUNTING PERIOD FROM A DECEMBER 31 YEAR END TO A SEPTEMBER 30 YEAR END BEGINNING IN THE YEAR 2013. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 111 111 49713 49713 49824 49824 25528301 25824593 25578125 25874417 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 11792 34092 22916 49824 118624 250000 250000 250000 250000 1000000 1500000 5515 46 1140 111 6812 1322299 -173367 1148932 1301865 20434 1322299 1262409 39456 1301865 1177924 5650 91311 12476 1262409 946727 254385 -10586 12602 1177924 0.00000 1.00000 0.00000 1 0 656551 656551 3812338 2268491 1543847 3758753 2987327 771426 2531334 2312409 218925 3190749 LONG TERM ACCOUNTS RECEIVABLE 1341999 DONATED PRACTICE 850000 DELEGATE ADVANCES 69260 DEPOSITS AND OTHER ASSETS 109830 ENDOWMENTS HELD 371624 2742713 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) 538151 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) 208567 TO PROVIDE ASSISTANCE TO OTHER ORGANIZATIONS SO THAT THEY MAY PROVIDE NECESSARY SERVICES IN HELPING INDIVIDUALS MANAGE THEIR SEXUAL AND REPRODUCTIVE HEALTH. ST CROIX CHIPPEWA INDIANS OF WISCONSIN 4404 STATE ROAD 70 WEBSTER WI 54893 391210835 N/A 8605 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) 1127177 EDUCATIONAL OUTREACH REGARDING WOMEN'S HEALTH ISSUES AND REPRODUCTIVE RIGHTS $49,824 WAS ATTRIBUTABLE TO LOBBYING TO FURTHER PPWI'S CHARITABLE AND EDUCATIONAL PURPOSES. 2 2 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 TERESA HUYCK PRESIDENT AND CEO 294365 0 0 0 0 0 17470 0 13888 0 325723 0 0 0 CHRISTOPHER WILLIAMS CHIEF OPERATING OFFICER 152577 0 0 0 0 0 8659 0 14020 0 175256 0 0 0 BRIAN TOLLAKSON CHIEF FINANCIAL OFFICER 152760 0 0 0 0 0 9104 0 958 0 162822 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 11 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: TERESA HUYCK, PRESIDENT AND CEO, DEVOTES AN AVERAGE OF 40 HOURS PER WEEK WORKING WITH PLANNED PARENTHOOD OF WISCONSIN, INC. TERESA IS ALSO THE PRESIDENT/CEO OF PLANNED PARENTHOOD ADVOCATES OF WISCONSIN, INC. AND ADMINISTRATOR OF PLANNED PARENTHOOD ADVOCATES OF WISCONSIN POLITICAL FUND, RELATED ORGANIZATIONS. TERESA 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. TANYA ATKINSON, VICE PRESIDENT, DEVOTES AN AVERAGE OF 40 HOURS PER WEEK WORKING WITH PLANNED PARENTHOOD OF WISCONSIN, INC. TANYA IS ALSO THE EXECUTIVE DIRECTOR 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. JEANNE JACKSON BISSELL, BOARD MEMBER, DEVOTES AN AVERAGE OF 1 HOUR PER WEEK WORKING WITH PLANNED PARENTHOOD OF WISCONSIN, INC. JEANNE IS ALSO BOARD CHAIR OF PLANNED PARENTHOOD ADVOCATES OF WISCONSIN, INC. AND ADMINISTRATOR OF PLANNED PARENTHOOD ADVOCATES OF WISCONSIN POLITICAL FUND, RELATED ORGANIZATIONS. JEANNE DEVOTES AN AVERAGE OF 1 HOUR PER WEEK TO BOTH ORGANIZATIONS. JUDITH MCGREGOR, BOARD MEMBER, DEVOTES AN AVERAGE OF 1 HOUR PER WEEK WORKING WITH PLANNED PARENTHOOD OF WISCONSIN, INC. JUDITH 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. 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. BELDENWOOD HOLDINGS LLC 302 NORTH JACKSON STREET MILWAUKEE WI 53202 455547308 REAL ESTATE WI 0 0 PLANNED PARENTHOOD OF WISCONSIN INC 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 N/A 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 N/A 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 N/A 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 1127177 ACCRUAL PLANNED PARENTHOOD ADVOCATES OF WISCONSIN INC 302 NORTH JACKSON STREET MILWAUKEE WI 53202 391678012 X 111 49713 49824 25528301 25578125 1000000 250000 0 0 0