2015-08-13T14:53:21-05:00 2014-09-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2013-10-01 390863391 PLANNED PARENTHOOD OF WISCONSIN INC PLAN 4142718045 302 NORTH JACKSON STREET MILWAUKEE WI 53202 TERESA HUYCK PRESIDENT AND CEO 4142718045 2015-08-10 1 KIMBERLY ANDERSON CPA P00188889 6086628600 2015-08-06 2013 2016-02-25 16:41:14Z TERESA HUYCK 302 NORTH JACKSON STREET MILWAUKEE WI 53202 24833315 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 25 259 305 0 0 5334327 7634934 12845534 17060031 48186 132400 0 0 18228047 24827365 1483134 1439120 0 0 8937018 11619960 0 0 1039073 8659938 11200633 19080090 24259713 -852043 567652 13952502 14774865 1471105 1559214 12481397 13215651 X TO EMPOWER ALL INDIVIDUALS TO MANAGE THEIR SEXUAL AND REPRODUCTIVE HEALTH THROUGH PATIENT SERVICES, EDUCATION AND ADVOCACY. 0 0 16809197 484393 17060031 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. 61,000 PATIENTS WERE SERVED IN 2014. 832629 HEALTH EDUCATION - PLANNED PARENTHOOD OF WISCONSIN PROVIDES HEALTH EDUCATION AND INFORMATION SERVICES IN COMMUNITIES STATE-WIDE. THERE WERE 8,500 COMMUNITY EDUCATION PROGRAMS PARTICIPANTS FOR 2014. 1108940 954727 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. 304,000 INDIVIDUALS RECEIVED COMMUNICATIONS IN 2014. 22916 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. 22916 18773682 1 1 0 1 0 0 0 0 0 1 1 0 0 1 0 1 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 82 0 1 259 1 0 0 0 0 0 1 1 0 0 0 0 X 25 25 0 0 1 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 280440 0 27895 VICKIE HINDS DIRECTOR 1.00 X 0 0 0 BRINNON GARRETT MANDEL 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 BISSELL RUDD DIRECTOR 1.00 2.00 X 0 0 0 SARAH FIERAK DIRECTOR 1.00 X 0 0 0 HARRY DRAKE 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 ANNE ROMOND DIRECTOR 1.00 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 BETSY MCELROY 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 TIA TORHORST DIRECTOR 1.00 X 0 0 0 EDIE BRENGEL RADTKE DIRECTOR 1.00 X 0 0 0 CHRISTOPHER WILLIAMS CHIEF OPERATING OFFICER 40.00 X 150888 0 14424 BRIAN TOLLAKSON CHIEF FINANCIAL OFFICER 40.00 X 144913 0 9560 TANYA ATKINSON VICE PRESIDENT 40.00 2.00 X 110825 0 13272 687066 0 65151 4 0 1 0 PROSOURCE BILLING SERVICES INC 250 14TH AVENUE EAST SARTELL MN 56371 MEDICAL BILLING & COLLECTION SERVICES 582316 MEDICAL COLLEGE OF WISCONSIN 8701 WATERTOWN PLANK ROAD MILWAUKEE WI 53226 PHYSICIANS SERVICES 270000 CULLEN WESTON PINES & BACH LLP 122 W WASHINGTON AVE 900 MADISON WI 53703 LEGAL SERVICES 220545 SECURITAS SECURITY SERVICES 12672 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 SECURITY SERVICES 199179 JIGSAW LLC 710 PLANKINTON AVENUE MILWAUKEE WI 53203 ADVERTISING SERVICES 132328 6 188454 3361845 4084635 7634934 PROGRAM SERVICE REVENUE 621400 16537837 16537837 522194 522194 17060031 138350 138350 5950 -5950 -5950 -5950 24827365 17060031 0 132400 1439120 1439120 752217 752217 8489154 6893815 1102843 492496 355226 294342 40229 20655 1400395 1075711 249199 75485 622968 468757 121317 32894 2000742 1048406 764800 187536 242821 16923 225847 51 1060119 842202 141057 76860 1655539 1570306 64283 20950 523049 361673 88783 72593 783 783 475548 445578 21035 8935 246271 229364 15575 1332 MEDICAL CLINIC SUPPLIES 4011365 3931792 75257 4316 MEMBERSHIP DUES 352426 13219 337809 1398 TEMPORARY HELP 30825 30825 0 0 601145 111649 445924 43572 24259713 18773682 4446958 1039073 4525 4495 4124021 4913450 317455 209529 1119622 1114708 577022 655697 9848941 7119008 3089777 2729933 3037631 3338986 1682449 1808067 13952502 14774865 1193224 1309214 277881 250000 1471105 1559214 X 10483622 11006479 695910 886873 1301865 1322299 12481397 13215651 13952502 14774865 567652 166602 0 X X 0 1 X 1 1 1 X 8209393 7988179 6988891 5012327 7192934 35391724 8209393 7988179 6988891 5012327 7192934 35391724 35391724 76064 56303 83799 48378 138350 402894 35794618 81407792 0.98870 0.99080 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 1140 1140 21776 21776 22916 22916 24236797 24449495 24259713 24472411 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 48035 11792 34092 22916 116835 250000 250000 250000 250000 1000000 1500000 6529 5515 46 1140 13230 1301865 20434 1322299 1262409 39456 1301865 1177924 5650 91311 12476 1262409 946727 254385 -10586 12602 1177924 670006 202300 87293 12872 946727 0.00000 1.00000 0.00000 1 0 656551 656551 3217522 2102276 1115246 3604173 2760098 844075 2370695 2256634 114061 2729933 LONG TERM ACCOUNTS RECEIVABLE 351529 DONATED PRACTICE 850000 DELEGATE ADVANCES 69260 DEPOSITS AND OTHER ASSETS 141887 ENDOWMENTS HELD 395391 1808067 X PART V, LINE 4: PLANNED PARENTHOOD OF WISCONSIN, INC. USES THE ANNUAL INCOME GENERATED ON THE ENDOWMENTS FOR HEALTH CENTER AND EDUCATION SERVICES. PART X, LINE 2: PPWI AND PPAWI ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTIONS 501(C)(3) AND 501(C)(4), RESPECTIVELY, OF THE INTERNAL REVENUE CODE AND WISCONSIN STATUTES. MANAGEMENT ANALYZED THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATIONS DETERMINED THAT IT WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AT SEPTEMBER 30, 2014 AND SEPTEMBER 30, 2013. THE FEDERAL AND STATE INCOME TAX RETURNS OF THE ORGANIZATIONS FOR 2011, 2012, AND 2013 ARE SUBJECT TO EXAMINATION BY THE IRS AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. 1 OPTIONS IN REPRODUCTIVE CARE INC 1201 CALEDONIA STREET LACROSSE WI 54603 391166634 501(C)(3) 254507 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) 121708 TO PROVIDE ASSISTANCE TO OTHER ORGANIZATIONS SO THAT THEY MAY PROVIDE NECESSARY SERVICES IN HELPING INDIVIDUALS MANAGE THEIR SEXUAL AND REPRODUCTIVE HEALTH. WESTERN DAIRYLAND EOC INC 23122 WHITEHALL RD INDEPENDENCE WI 54747 391076993 501(C)(3) 37936 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 70242 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) 954727 EDUCATIONAL OUTREACH REGARDING WOMEN'S HEALTH ISSUES AND REPRODUCTIVE RIGHTS $22,916 WAS ATTRIBUTABLE TO LOBBYING TO FURTHER PPWI'S CHARITABLE AND EDUCATIONAL PURPOSES. 3 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 280440 0 0 0 0 0 14527 0 13368 0 308335 0 0 0 CHRISTOPHER WILLIAMS CHIEF OPERATING OFFICER 150888 0 0 0 0 0 7029 0 7395 0 165312 0 0 0 BRIAN TOLLAKSON CHIEF FINANCIAL OFFICER 144913 0 0 0 0 0 8640 0 920 0 154473 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 A, LINE 4 CHANGES WERE MADE TO THE BY-LAWS. 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 BISSELL RUDD, 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. ANNE ROMOND, BOARD MEMBER, DEVOTES AN AVERAGE OF 1 HOUR PER WEEK WORKING WITH PLANNED PARENTHOOD OF WISCONSIN, INC. ANNE 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 954727 ACCRUAL PLANNED PARENTHOOD ADVOCATES OF WISCONSIN INC 302 NORTH JACKSON STREET MILWAUKEE WI 53202 391678012 X 1140 21776 22916 24236806 24259722 1000000 250000 0 0 0