2016-05-16T08:45:03-05:00 2015-06-30 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2014-07-01 420727488 PLANNED PARENTHOOD OF THE HEARTLAND INC PLAN 5152807000 818 5TH AVENUE NO 200 DES MOINES IA 50309 SUZANNA DE BACA PRESIDENT & CEO 5152807000 2016-05-13 1 KURT BENNION P01469618 6123764500 2014 2016-08-17 19:52:53Z X SUZANNA DE BACA 818 5TH AVENUE NO 200 DES MOINES IA 50309 20215380 0 X WWW.PPHEARTLAND.ORG X 1934 IA PROVIDE, PROMOTE AND PROTECT REPRODUCTIVE AND SEXUAL HEALTH. 17 17 313 926 0 0 8918816 9685978 11176958 10382728 3975 -69913 -23122 -91043 20076627 19907750 678440 246268 0 0 11039708 9360976 0 0 598545 9663841 8681974 21381989 18289218 -1305362 1618532 10443323 11128482 4137191 2587181 6306132 8541301 X TO PROVIDE, PROMOTE AND PROTECT REPRODUCTIVE AND SEXUAL HEALTH THROUGH HEALTH SERVICES, EDUCATION AND ADVOCACY. 0 0 12323726 61644 10357045 PATIENT CLINICAL SERVICES - PLANNED PARENTHOOD OF THE HEARTLAND, INC. (PPHEARTLAND) SERVED 48,072 UNDUPLICATED PATIENTS IN FY15 THROUGH 127,892 OFFICE VISITS. PATIENTS ARE PRIMARILY OF VERY LOW INCOME STATUS, ARE TYPICALLY UNINSURED OR UNDERINSURED AND MAY NOT QUALIFY FOR PUBLIC HEALTH ASSISTANCE PROGRAMS. 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, PRIMARY HEALTHCARE SERVICES, COUNSELING AND REFERRALS AND OTHER MEDICAL/SURGICAL PROCEDURES. 1023955 184624 25683 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. PROGRAMS ARE COMPREHENSIVE AND INCLUDE DISCUSSIONS OF ABSTINENCE. 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. PROFESSIONAL TRAINING ON SEXUALITY EDUCATION AND REPRODUCTIVE HEALTH CARE IS PROVIDED TO PROFESSIONALS AND EDUCATORS. 13347681 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 96 0 313 1 0 0 0 0 0 1 1 0 0 0 0 X 17 17 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X JAMIE BUSSELL CHIEF FINANCIAL OFFICER 5152807000 818 5TH AVENUE NO 200 DES MOINES IA 50309 DR ROBERT SHAW CHAIR 1.00 2.00 X X 0 0 0 LEE LEE DOYLE VICE CHAIR 1.00 1.00 X X 0 0 0 RON ROSENBLATT TREASURER 1.00 1.00 X X 0 0 0 SUSAN UGAI SECRETARY 1.00 1.00 X X 0 0 0 ANN DISTELHORST DIRECTOR 1.00 1.00 X 0 0 0 JASON DUNN DIRECTOR 1.00 1.00 X 0 0 0 LINNEA FLETCHER DIRECTOR 1.00 1.00 X 0 0 0 GREG GRAY DIRECTOR 1.00 1.00 X 0 0 0 JEAN IMRAY DIRECTOR 1.00 1.00 X 0 0 0 BARB JACOBSON DIRECTOR 1.00 1.00 X 0 0 0 JASON LEHMAN DIRECTOR 1.00 1.00 X 0 0 0 CYRIL MANDELBAUM DIRECTOR 1.00 1.00 X 0 0 0 CHERYL MORTON DIRECTOR 1.00 1.00 X 0 0 0 JILL NELSON DIRECTOR 1.00 2.00 X 0 0 0 WARREN ROSS DIRECTOR 1.00 1.00 X 0 0 0 PATRICE SAYRE DIRECTOR 1.00 1.00 X 0 0 0 JIM WOHLLEB DIRECTOR 1.00 1.00 X 0 0 0 SUZANNA DE BACA PRESIDENT & CEO 35.00 5.00 X 100098 0 0 JAMIE BUSSELL CHIEF FINANCIAL OFFICER 35.00 5.00 X 85155 0 4476 EMILY WILLIAMS BOUSKA CHIEF STRATEGIC PTNRSHIPS & COMM. OFFICER 35.00 5.00 X 88741 0 4440 PENELOPE DICKEY CHIEF CLINICAL OFFICER 39.00 1.00 X 179174 0 7085 STEPHANIE PEARL CHIEF LEADERSHIP, EDUCATION & H.R. OFFICER 39.00 1.00 X 73506 0 5539 MIKE FALKSTROM GENERAL COUNSEL 35.00 5.00 X 60351 0 5913 JILL MEADOWS MEDICAL DIRECTOR 40.00 0.00 X 277108 0 9410 SANDRA BALL SENIOR CLINICIAN 40.00 0.00 X 101279 0 5602 ELIZABETH CAMPBELL PHYSICIAN 40.00 0.00 X 176883 0 8001 JILL JUNE FORMER PRESIDENT & CEO 0.00 0.00 X 338187 0 8430 1480482 0 58896 6 1 1 0 CLEANING CONNECTION INC 3423 DELAWARE AVE DES MOINES IA 50313 JANITORIAL SERVICES 225021 DR CJ LABENZ 818 5TH AVE STE 200 DES MOINES IA 50314 PHYSICIAN SERVICES 185070 DAVIS BROWN KOEHN SHORS AND ROBERTS 215 10TH ST STE 1300 DES MOINES IA 50309 LEGAL SERVICES 108290 3 744435 197917 2453217 6290409 3907976 9685978 CLINIC SERVICES 624100 10347725 10347725 EDUCATIONAL SERVICES 611710 25683 25683 RESEARCH REVENUE 621500 9320 9320 10382728 8676 8676 6728 0 85317 6728 -85317 -78589 -78589 0 744435 221283 -221283 -221283 6745 1030 5715 5715 CALL CENTER REVENUE 900099 79824 79824 MISCELLANEOUS INCOME 900099 44701 44701 124525 19907750 10382728 0 -160956 246268 246268 835721 191368 549297 95056 7242103 5877717 1100010 264376 -41831 -21760 -15987 -4084 554374 151772 319182 83420 770609 570110 152518 47981 59932 2194 57738 85272 85272 428130 347671 80459 154794 23209 130776 809 751268 435076 299358 16834 568844 385102 159625 24117 2411948 1601058 782598 28292 427138 355639 57517 13982 34774 10230 24544 307839 307839 568144 449073 117693 1378 184905 162769 22136 MEDICAL SUPPLIES 2277326 2263569 13036 721 OTHER MEDICAL EXPENSES 259590 259590 MISCELLANEOUS EXPENSES 162070 37026 99381 25663 18289218 13347681 4342992 598545 2925205 4617827 921986 747984 1233426 954420 492030 338466 298132 401774 8437301 7242783 1669086 1194518 115976 125912 302129 219827 2485353 2527754 10443323 11128482 3033801 1628181 66534 903331 470435 0 158802 0 407619 55669 4137191 2587181 X 5384146 7793318 921986 747983 6306132 8541301 10443323 11128482 1618532 616637 0 X 0 1 X 1 1 1 X 14007398 10125490 11999416 8918816 9685978 54737098 360919 431885 271380 1064184 14368317 10557375 12270796 8918816 9685978 55801282 14647587 41153695 59952 16845 7176 9173 8676 101822 451127 1404704 460466 173647 131270 2621214 58524318 61376584 0.70320 0.70290 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME CALL CENTER REVENUE CHARITABLE GAMING REVENUES RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 51805 103532 2047 9265 53852 112797 13293829 16910657 13347681 17023454 817384 1000000 204346 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 215702 231497 64962 112797 624958 250000 250000 250000 250000 1000000 1500000 47182 52704 3349 103532 206767 2642900 1816263 826637 5794401 5426520 367881 1194518 DUE FROM RELATED ORGANIZATIONS 2493180 457(B) INVESTED FUNDS 34574 2527754 DONOR ANNUITIES 21095 457(B) PAYABLE 34574 55669 X 20858790 616637 112090 222313 951040 19907750 0 19907750 18623621 112090 222313 334403 18289218 0 18289218 PART X, LINE 2: THE AGENCY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE AGENCY 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. THE AGENCY HAS DETERMINED THAT IT WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS. THE FEDERAL AND STATE INFORMATION RETURNS OF PLANNED PARENTHOOD OF THE HEARTLAND, INC., FOR JUNE 30, 2012 AND THEREAFTER ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES REPORTED IN FORM 990, PART VIII, LINE 8B 221,283. CHARITABLE GAMING EXPENSES REPORTED IN FORM 990, PART VIII, LINE 9B 1,030. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES REPORTED IN FORM 990, PART VIII, LINE 8B 221,283. CHARITABLE GAMING EXPENSES REPORTED IN FORM 990, PART VIII, LINE 9B 1,030. BOOK SALE 407843 407843 1537 2451 17517 142550 IOWA ANNUAL EVENT 132535 132535 6919 5030 2074 6 204057 204057 6318 27240 9647 744435 744435 1537 15688 49787 154271 221283 -221283 1 LUTHERAN SERVICES IN IOWA 3116 UNIVERSITY AVENUE DES MOINES IA 50311 420698267 501(C)(3) 9777 CAPP PROGRAM DISTRIBUTION GIRLS INC OF SIOUX CITY PO BOX 3380 SIOUX CITY IA 511023380 421272032 501(C)(3) 13876 CAPP PROGRAM DISTRIBUTION CHILDREN & FAMILY URBAN MOVEMENT PO BOX 41125 DES MOINES IA 50311 421396833 501(C)(3) 11183 CAPP PROGRAM DISTRIBUTION YOUNG WOMEN'S RESOURCE CENTER 818 5TH AVENUE DES MOINES IA 50309 510186073 501(C)(3) 7855 CAPP PROGRAM DISTRIBUTION CRISIS INVERVENTION & ADVOCACY CENTER 911 COURT STREET SUITE 2 ADEL IA 50003 421372343 501(C)(3) 9390 CAPP PROGRAM DISTRIBUTION COMMUNITY YOUTH CONCEPTS 1446 MARTIN LUTHER KING JR PKWY DES MOINES IA 50314 262996028 501(C)(3) 7955 CAPP PROGRAM DISTRIBUTION PLANNED PARENTHOOD VOTERS OF IOWA 818 5TH AVENUE SUITE 200 DES MOINES IA 50309 421357011 501(C)(4) 81796 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) 58451 TO SUPPORT THE MISSION OF PLANNED PARENTHOOD VOTERS OF NEBRASKA PLANNED PARENTHOOD VOTERS OF ARKANSAS 818 5TH AVENUE SUITE 200 DES MOINES IA 50309 461203976 501(C)(4) 45985 TO SUPPORT THE MISSION OF PLANNED PARENTHOOD VOTERS OF ARKANSAS 6 3 PART I, LINE 2: THE ORGANIZATION DOES NOT MONITOR THE USE OF FUNDS GIVEN TO CAPP PROGRAM SUBRECIPIENTS. X X X X 1 0 0 0 0 0 0 0 0 PENELOPE DICKEY CHIEF CLINICAL OFFICER 164174 0 15000 0 0 0 4901 0 2184 0 186259 0 0 0 JILL MEADOWS MEDICAL DIRECTOR 277108 0 0 0 0 0 8660 0 750 0 286518 0 0 0 ELIZABETH CAMPBELL PHYSICIAN 176883 0 0 0 0 0 5147 0 2854 0 184884 0 0 0 JILL JUNE FORMER PRESIDENT & CEO 91584 0 19500 0 227103 0 4717 0 3713 0 346617 0 0 0 PART I, LINE 4A JILL JUNE, THE FORMER PRESIDENT & CEO, RECEIVED A RETIREMENT BONUS AFTER SHE RETIRED ON JUNE 30, 2014. COLLEEN FLANIGAN DAUGHTER OF JILL JUNE, PRESIDENT/CEO 55753 EMPLOYEE COMPENSATION 0 LAURA DICKEY DAUGHTER OF PENNY DICKEY, CHIEF OPERATING OFFICER 41979 EMPLOYEE COMPENSATION 0 X 12 3907976 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 MADE UP OF THE BOARD CHAIR, VICE CHAIR, TREASURER, SECRETARY AND A DESIGNATED AT-LARGE BOARD MEMBER. 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 RON ROSENBLATT - BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS REVIEWED BY THE CFO, CEO AND GENERAL COUNSEL. THE FORM 990 WAS THEN PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. 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. 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 PLANNED PARENTHOOD OF THE HEARTLAND, INC. LAST, WHEN THEY ARE ENGAGED IN SOME CAPACITY OR HAVE A MATERIAL FINANCIAL INTEREST IN A BUSINESS OR ENTERPRISE THAT COMPETES WITH PLANNED PARENTHOOD OF THE HEARTLAND, INC. 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 CEO 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 CEO, INCLUDING COMPARISON TO A COMPENSATION STUDY. THE CEO'S COMPENSATION WAS APPROVED BY THE FULL BOARD OF DIRECTORS. THE PROCEDURES WERE LAST COMPLETED IN 2015. THE COMPENSATION OF OTHER OFFICERS IS DETERMINED BY A REVIEW OF EACH OFFICER'S PERFORMANCE BY THE CEO. 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 11A, 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 PLANNED PARENTHOOD VOTERS OF NEBRASKA PAC PO BOX 4557 DES MOINES IA 50305 454138524 ENGAGE IN POLITICAL SUPPORT OF PRIVACY RIGHTS AND REPRODUCTIVE HEALTH NE 527 PLANNED PARENTHOOD VOTERS OF NEBRASKA 0 PLANNED PARENTHOOD VOTERS OF ARKANSAS 818 5TH AVE STE 200 DES MOINES IA 50309 461203976 EDUCATE SUPPORTERS ON LEGISLATIVE ISSUES AR 501(C)(4) N/A 0 PLANNED PARENTHOOD OF ARKANSAS AND EASTERN OKLAHOMA INC PO BOX 4557 DES MOINES IA 50305 730685955 PATIENT CLINICAL SERVICES AND EDUCATION OK 501(C)(3) LINE 7 PLANNED PARENTHOOD OF THE HEARTLAND INC 0 PLANNED PARENTHOOD ENDOWMENT TRUST PO BOX 1620 TULSA OK 741011620 736272238 SUPPORT PLANNED PARENTHOOD OF ARKANSAS AND EASTERN OKLAHOMA OK 501(C)(3) LINE 11A, I PLANNED PARENTHOOD OF ARKANSAS AND EASTERN OKLAHOMA 0 0 1 1 1 0 0 0 0 0 1 0 1 0 1 1 1 1 0 0 PLANNED PARENTHOOD OF THE HEARTLAND FOUNDATION C 197917 CASH VALUE PLANNED PARENTHOOD VOTERS OF NEBRASKA PO BOX 4557 DES MOINES IA 50305 470762497 6662 0 6662 52819 59481 11896 2974 3688 0 0 PLANNED PARENTHOOD VOTERS OF IOWA 818 5TH AVENUE SUITE 200 DES MOINES IA 50309 421357011 7595 0 7595 57546 65141 13028 3257 4338 0 0 PLANNED PARENTHOOD OF ARKANSAS AND EASTERN OKLAHOMA PO BOX 4557 DES MOINES IA 50305 730685955 51727 7218 58945 3551687 3610632 330532 82633 0 0 0 PLANNED PARENTHOOD OF THE HEARTLAND INC 818 5TH AVENUE SUITE 200 DES MOINES IA 50309 420727488 51805 2047 53852 13293829 13347681 817384 204346 0 0 0 PLANNED PARENTHOOD VOTERS OF ARKANSAS 818 5TH AVENUE SUITE 200 DES MOINES IA 50309 461203976 30000 0 30000 95499 125499 25100 6275 23725 4900 0