2015-05-14T14:18:56-05:00 2014-06-30 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2013-07-01 420727488 PLANNED PARENTHOOD OF THE HEARTLAND INC PLAN 5152807000 1171 7TH STREET DES MOINES IA 50314 DR ROBERT SHAW BOARD CHAIR 5152807000 2015-05-07 1 CHRISTINE M ABELL P00279655 6123764500 2013 2016-02-25 16:41:14Z SUZANNA DE BACA 1171 7TH STREET DES MOINES IA 50314 20278594 0 X WWW.PPHEARTLAND.ORG X 1934 IA PROVIDE REPRODUCTIVE HEALTH CARE, EDUCATION, AND ADVOCACY FOR FAMILIES AND INDIVIDUALS. 16 16 427 1040 0 0 11999416 8918816 14096819 11176958 19027 3975 176612 -23122 26291874 20076627 185039 678440 0 0 13114433 11039708 0 0 694614 11446708 9663841 24746180 21381989 1545694 -1305362 11623117 10443323 3783684 4137191 7839433 6306132 X TO BE A LEADER IN PROVIDING ACCESSIBLE REPRODUCTIVE HEALTH CARE, EDUCATION AND ADVOCACY; RESPONSIVE TO THE NEEDS AND RIGHTS OF FAMILIES AND INDIVIDUALS. 0 0 15076419 569694 11138513 PATIENT CLINICAL SERVICES - PLANNED PARENTHOOD OF THE HEARTLAND, INC. (PPHEARTLAND) SERVED 46,870 UNDUPLICATED PATIENTS IN FY14 THROUGH 103,754 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. 1213942 108746 38445 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. 16290361 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 1 0 1 81 0 427 1 0 0 0 0 0 1 1 0 0 0 0 X 16 16 1 1 1 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 1171 7TH STREET DES MOINES IA 50314 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 JILL NELSON SECRETARY 1.00 2.00 X X 0 0 0 CAROLINE ABBOTT DIRECTOR 1.00 1.00 X 0 0 0 KATIE BRANDERT DIRECTOR 1.00 1.00 X 0 0 0 ANN DISTELHORST 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 BARB JACOBSON DIRECTOR 1.00 1.00 X 0 0 0 JASON LEHMAN DIRECTOR 1.00 1.00 X 0 0 0 DIANE LERUD CHUBB 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 AARON SAYLOR DIRECTOR 1.00 1.00 X 0 0 0 PATRICE SAYRE DIRECTOR 1.00 1.00 X 0 0 0 SUSAN UGAI DIRECTOR 1.00 1.00 X 0 0 0 JILL JUNE PRESIDENT/CEO 39.00 1.00 X 282095 0 10688 DOUG JACKSON SPECIAL ASSISTANT TO THE PRESIDENT/CEO 29.00 1.00 X 0 0 0 JAMIE BUSSELL CHIEF FINANCIAL OFFICER 39.00 1.00 X 82181 0 3931 EMILY WILLIAMS BOUSKA CHIEF DEVELOPMENT & PUBLIC AFFAIRS OFFICER 39.00 1.00 X 84951 0 6353 JOHN BURNLEY CHIEF INFORMATION OFFICER 39.00 1.00 X 116371 0 1874 PENELOPE DICKEY CHIEF OPERATING OFFICER 39.00 1.00 X 159866 0 5771 JILL MEADOWS MEDICAL DIRECTOR 40.00 0.00 X 301229 0 9976 THOMAS ROSS PHYSICIAN 40.00 0.00 X 134977 0 7943 RUTH TRECKER CLINICIAN 40.00 0.00 X 112154 0 13207 SANDRA BALL SENIOR CLINICIAN 40.00 0.00 X 106907 0 3925 ELIZABETH CAMPBELL PHYSICIAN 40.00 0.00 X 170469 0 4055 1551200 0 67723 9 0 1 0 DR CJ LABENZ 1171 7TH AVENUE DES MOINES IA 50314 PHYSICIAN SERVICES 160632 1 831225 362925 2391325 5333341 1009834 8918816 CLINIC SERVICES 624100 11123327 11123327 EDUCATIONAL SERVICES 611710 38445 38445 RESEARCH REVENUE 621500 15186 15186 11176958 9173 9173 5198 -5198 -5198 -5198 0 831225 196769 -196769 -196769 CALL CENTER REVENUE 900099 147353 147353 MISCELLANEOUS INCOME 900099 26294 26294 173647 20076627 11176958 0 -19147 678440 678440 501357 102222 322353 76782 8516650 6957062 1243270 316318 241936 186940 41460 13536 754746 277207 364055 113484 1025019 792017 175655 57347 106786 106786 57083 57083 431693 243269 171382 17042 171469 3746 166219 1504 943594 640471 276548 26575 700079 490672 190408 18999 2315048 1803696 496772 14580 435753 353181 69898 12674 48238 7073 41165 308742 308742 705025 452946 249953 2126 207016 188279 18737 MEDICAL SUPPLIES 2703574 2691211 11716 647 OTHER MEDICAL EXPENSES 300680 300680 MISCELLANEOUS EXPENSES 229061 121249 84812 23000 21381989 16290361 4397014 694614 2216497 2925205 1472250 921986 1352952 1233426 876458 492030 96220 298132 8554183 6885097 3001055 1669086 101176 115976 900825 302129 1605684 2485353 11623117 10443323 2163197 3033801 137145 66534 1083195 470435 243811 158802 156336 407619 3783684 4137191 X 6112994 5384146 1470176 921986 256263 0 7839433 6306132 11623117 10443323 -1305362 -227939 0 X X 0 1 X 1 1 1 X 8942678 14007398 10125490 11999416 8918816 53993798 315337 360919 431885 271380 1379521 9258015 14368317 10557375 12270796 8918816 55373319 14455722 40917597 59952 16845 7176 9173 93146 258523 451127 1404704 460466 173647 2748467 58214932 65285584 0.70290 0.61310 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME CALL CENTER REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1050 3349 686 61613 1736 64962 16288625 21316508 16290361 21381470 964518 1000000 241130 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 152414 215702 231497 64962 664575 250000 250000 250000 250000 1000000 1500000 47182 52704 3349 103235 2778429 1826272 952157 5775754 5058825 716929 1669086 DUE FROM RELATED ORGANIZATIONS 2338321 457(B) INVESTED FUNDS 147032 2485353 DONOR ANNUITIES 24395 457(B) PAYABLE 147032 DUE TO RELATED ORGANIZATIONS 236192 407619 X 20245810 -227939 200353 196769 169183 20076627 0 20076627 21209417 200353 196769 397122 20812295 569694 569694 21381989 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, 2011 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 196,769. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES REPORTED IN FORM 990, PART VIII, LINE 8B 196,769. PART XII, LINE 4B - OTHER ADJUSTMENTS: NET ASSET TRANSFERS TO RELATED ORGANIZATIONS 569,694. BOOK SALE 436932 436932 17475 450 104842 IOWA ANNUAL EVENT 31781 31781 4862 320 18 7 362512 362512 32424 23200 13178 831225 831225 54761 23970 118038 196769 -196769 1 PLANNED PARENTHOOD OF THE HEARTLAND FOUNDATION 1171 7TH STREET DES MOINES IA 50314 421240096 501(C)(3) 528826 TO SUPPORT THE MISSION OF PLANNED PARENTHOOD OF THE HEARTLAND FOUNDATION. PLANNED PARENTHOOD OF ARKANSAS AND EASTERN OKLAHOMA PO BOX 4557 DES MOINES IA 50314 730685955 501(C)(3) 40868 TO SUPPORT THE MISSION OF PLANNED PARENTHOOD OF ARKANSAS AND EASTERN OKLAHOMA. PLANNED PARENTHOOD VOTERS OF IOWA 1171 7TH STREET DES MOINES IA 50314 421357011 501(C)(4) 33126 TO SUPPORT THE MISSION OF PLANNED PARENTHOOD VOTERS OF IOWA. PLANNED PARENTHOOD VOTERS OF NEBRASKA PO BOX 4557 DES MOINES IA 50314 470762497 501(C)(4) 28242 TO SUPPORT THE MISSION OF PLANNED PARENTHOOD VOTERS OF NEBRASKA. PLANNED PARENTHOOD VOTERS OF ARKANSAS PO BOX 4557 DES MOINES IA 50314 461203976 501(C)(4) 45682 TO SUPPORT THE MISSION OF PLANNED PARENTHOOD VOTERS OF ARKANSAS. 2 3 PART I, LINE 2: PLANNED PARENTHOOD OF THE HEARTLAND, INC. MONITORS THE USE OF FUNDS BY RELATED ORGANIZATIONS THROUGH COMMON EXECUTIVE MANAGEMENT. ON A PERIODIC BASIS, THE DIRECTOR OF ADVOCACY WILL SEND A MEMO TO THE AFFILIATE REQUESTING A GRANT. THE GRANT REQUEST WILL DETAIL THE LINE ITEMS AND THE ACTIVITIES THAT FUNDS HAVE BEEN REQUESTED FOR, AS WELL AS THE TIME PERIOD. THE REQUEST IS MADE TO THE CEO, CFO, AND COO OF PLANNED PARENTHOOD OF THE HEARTLAND. X X X 0 0 0 0 0 0 0 0 0 JILL JUNE PRESIDENT/CEO 274595 0 7500 0 0 0 8288 0 2400 0 292783 0 0 0 PENELOPE DICKEY CHIEF OPERATING OFFICER 159866 0 0 0 0 0 4853 0 918 0 165637 0 0 0 JILL MEADOWS MEDICAL DIRECTOR 301229 0 0 0 0 0 9058 0 918 0 311205 0 0 0 ELIZABETH CAMPBELL PHYSICIAN 170469 0 0 0 0 0 3137 0 918 0 174524 0 0 0 COLLEEN FLANIGAN DAUGHTER OF JILL JUNE, PRESIDENT/CEO 56014 EMPLOYEE COMPENSATION 0 LAURA DICKEY DAUGHTER OF PENNY DICKEY, CHIEF OPERATING OFFICER 42203 EMPLOYEE COMPENSATION 0 X 7 1009834 FMV 0 0 1 1 PART I, LINE 32B: PLANNED PARENTHOOD OF THE HEARTLAND UTILIZED A STOCKBROKER FROM MERILL LYNCH WHO COMPLETES 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 A, LINE 3 DOUG JACKSON PROVIDED CONTRACT CEO SERVICES WHILE JILL JUNE WAS INCAPACITATED (INJURED). FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED IN JULY 2013 TO ALLOW THE BOARD TO EXTEND THE TERM LIMITS OF OFFICERS BEYOND THE STATED TIME LIMIT AND TO REMOVE THE VICE CHAIR FROM THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS REVIEWED BY THE CFO, CEO AND GENERAL COUNCIL. 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 2014. 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. FORM 990, PART XII, LINE 2C: DURING THE FISCAL YEAR, THE AUDIT COMMITTEE WAS ELIMINATED AND THE AUDIT OVERSIGHT RESPONSIBILITIES WERE GIVEN TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. PLANNED PARENTHOOD OF THE HEARTLAND FOUNDATION 1171 7TH ST DES MOINES IA 50314 421240096 SUPPORT PLANNED PARENTHOOD OF THE HEARTLAND IA 501(C)(3) LINE 11C, III-FI PLANNED PARENTHOOD OF THE HEARTLAND INC 0 PLANNED PARENTHOOD VOTERS OF IOWA 1171 7TH ST DES MOINES IA 50314 421357011 EDUCATE SUPPORTERS ON LEGISLATIVE ISSUES IA 501(C)(4) N/A 0 PLANNED PARENTHOOD VOTERS OF IOWA PAC 1171 7TH ST DES MOINES IA 50314 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 50314 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 50314 454138524 ENGAGE IN POLITICAL SUPPORT OF PRIVACY RIGHTS AND REPRODUCTIVE HEALTH NE 527 PLANNED PARENTHOOD VOTERS OF NEBRASKA 0 PLANNED PARENTHOOD VOTERS OF ARKANSAS PO BOX 4557 DES MOINES IA 50314 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 50314 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 1 1 1 1 0 0 0 0 1 0 1 1 0 1 1 1 1 0 0 PLANNED PARENTHOOD OF THE HEARTLAND FOUNDATION B 528826 CASH VALUE PLANNED PARENTHOOD OF THE HEARTLAND FOUNDATION C 362925 CASH VALUE PLANNED PARENTHOOD VOTERS OF NEBRASKA PO BOX 4557 DES MOINES IA 50314 470762497 419 18580 18999 113107 132106 26421 6605 0 0 0 PLANNED PARENTHOOD VOTERS OF IOWA 1171 7TH STREET DES MOINES IA 50314 421357011 409 29561 29970 159817 189787 37957 9489 0 0 0 PLANNED PARENTHOOD OF ARKANSAS AND EASTERN OKLAHOMA PO BOX 4557 DES MOINES IA 50314 730685955 1471 12786 14257 4754959 4769216 388461 97115 0 0 0 PLANNED PARENTHOOD OF THE HEARTLAND INC 1171 7TH STREET DES MOINES IA 50314 420727488 1050 686 1736 16288625 16290361 964518 241130 0 0 0