2014-02-14T10:10:50-06:00 2013-06-30 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2012-07-01 420727488 PLANNED PARENTHOOD OF THE HEARTLAND INC PLAN 5152807000 1171 7TH STREET DES MOINES IA 50314 JILL JUNE 5152807000 2014-02-14 1 CHRISTINE M ABELL P00279655 6123764500 2012 2015-11-30 17:44:51Z JILL JUNE 1171 7TH STREET DES MOINES IA 50314 26575728 0 X WWW.PPHEARTLAND.ORG X 1934 IA PROVIDE REPRODUCTIVE HEALTH CARE, EDUCATION, AND ADVOCACY FOR FAMILIES AND INDIVIDUALS. 33 32 437 1192 0 0 10125490 11999416 12226194 14096819 -107807 19027 1268344 176612 23512221 26291874 240136 185039 0 0 14081528 13114433 0 0 461954 12431411 11446708 26753075 24746180 -3240854 1545694 11455264 11623117 5664188 3783684 5791076 7839433 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 17911966 0 14017866 PATIENT CLINICAL SERVICES - PLANNED PARENTHOOD OF THE HEARTLAND, INC. (PPHEARTLAND) SERVED 66,981 UNIQUE AND UNDUPLICATED PATIENTS IN FY13 THROUGH 190,396 OFFICE VISITS. PATIENTS ARE PRIMARILY OF VERY LOW INCOME STATUS, ARE TYPICALLY UNINSURED OR UNDER-INSURED AND MAY NOT QUALIFY FOR PUBLIC HEALTH ASSISTANCE PROGRAMS. SERVICES INCLUDE COMPREHENSIVE EXAMS, FAMILY PLANNING/CONTRACEPTIVES/BIRTH CONTROL, SEXUALLY-TRANSMITTED INFECTIONS TESTING AND TREATMENT, HPV VACCINES, PREGNANCY TESTS, SEXUAL ASSAULT EXAMS, PAP TESTS, COLPOSCOPIES TO PREVENT CERVICAL CANCER, MALE TESTICULAR CANCER SCREENINGS, CLINICAL BREAST EXAMS/CANCER SCREENINGS, SOME PRIMARY HEALTHCARE/PEDIATRICS CARE, COUNSELING, AND OTHER MEDICAL/SURGICAL PROCEDURES AND SERVICES. 1629357 185039 78953 PUBLIC & PROFESSIONAL EDUCATIONAL SERVICES - PPHEARTLAND PROVIDES AGE-APPROPRIATE, RESEARCH-BASED 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 ARE TO REDUCE THE HIGH INCIDENCE OF TEEN PREGNANCIES AND STIS IN THE STATES OF ITS AFFILIATE TERRITORY. PPHEARTLAND'S HEALTH 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 PRESENT EDUCATION PROGRAMS TO YOUTH AND ADULTS AND CONDUCT PROFESSIONAL TRAINING IN SEXUALITY EDUCATION TO PROFESSIONALS SUCH AS EDUCATORS, SOCIAL WORKERS AND HEALTH CARE ADVOCATES WHO WORK WITH AT-RISK POPULATIONS. IN FY13, PPHEARTLAND PARTNERED WITH SCHOOLS, NON-PROFIT ORGANIZATIONS AND PUBLIC AGENCIES TO DELIVER 4,055 EDUCATION PROGRAMS TO 65,422 PARTICIPANTS. THEIR COMMUNITY OUTREACH EFFORTS REACHED AN ADDITIONAL 49,054 INDIVIDUALS. 19541323 1 1 0 1 0 0 0 0 0 0 1 0 1 1 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 82 0 437 1 0 0 0 0 0 1 1 0 0 0 0 X 33 32 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X JAMIE PEARSON CHIEF FINANCIAL OFFICER 5152807000 1171 7TH STREET DES MOINES IA 50314 ROBERT SHAW 1.00 2.00 X X 0 0 0 KATIE BRANDERT 1.00 1.00 X X 0 0 0 JASON LEHMAN 1.00 1.00 X X 0 0 0 PATRICE SAYRE 1.00 1.00 X X 0 0 0 JILL NELSON 1.00 2.00 X X 0 0 0 ANN DISTELHORST 1.00 1.00 X 0 0 0 CAROLINE ABBOTT 1.00 1.00 X 0 0 0 RENAISA ANTHONY MD PHD 1.00 1.00 X 0 0 0 JOY CORNING 1.00 0.00 X 0 0 0 LEE DOYLE 1.00 1.00 X 0 0 0 SHEILA DREVYANKO 1.00 0.00 X 0 0 0 MICHELLE DUHL 1.00 1.00 X 0 0 0 LINNEA FLETCHER 1.00 1.00 X 0 0 0 GREGORY GRAY 1.00 1.00 X 0 0 0 DAVID KROLL 1.00 0.00 X 0 0 0 BARB JACOBSON 1.00 0.00 X 0 0 0 MICHELLE LANGE 1.00 1.00 X 0 0 0 DIANNE LERUD-CHUBB 1.00 1.00 X 0 0 0 ROBERT MARVIN 1.00 0.00 X 0 0 0 DOUG MCLEESE 1.00 1.00 X 0 0 0 SUSAN MCGILLICK 1.00 1.00 X 0 0 0 GARY MCVEY 1.00 0.00 X 0 0 0 LOREE MILES 1.00 0.00 X 0 0 0 CHERYL MORTON 1.00 0.00 X 0 0 0 MARKETA OLIVER 1.00 0.00 X 0 0 0 AMY REASNER 1.00 0.00 X 0 0 0 RON ROSENBLATT 1.00 0.00 X 0 0 0 AARON SAYLOR 1.00 1.00 X 0 0 0 KATHLEEN GLASGOW-SPARKS 1.00 0.00 X 0 0 0 KATHERINE TACHAU 1.00 0.00 X 0 0 0 KATIE WEITZ-WHITE 1.00 1.00 X 0 0 0 ROBERTA WILHELM 1.00 1.00 X 0 0 0 JILL JUNE 24.00 16.00 X X 283910 0 12282 JAMIE PEARSON 32.00 8.00 X 5220 0 744 DENNIS CARNEY 36.50 3.50 X 130625 0 11594 PENELOPE DICKEY 28.50 11.50 X 154515 0 5894 EMILY BOUSKA WILLIAMS 32.00 8.00 X 71690 0 6154 SUSAN ROSENBLATT 40.00 0.00 X 47314 0 8111 JOHN BURNLEY 39.00 1.00 X 33427 0 332 JILL MEADOWS 40.00 0.00 X 305145 0 8650 THOMAS ROSS 40.00 0.00 X 157426 0 12232 RUTH TRECKER 40.00 0.00 X 121347 0 14397 LINDA RAILSBACK 32.00 0.00 X 119673 0 7944 SANDRA BALL 40.00 0.00 X 104232 0 6723 1534524 0 95057 8 0 1 0 NICOLA MOORE 1 RICHADALE AVE 15 CAMBRIDGE MA 02142 PROFESSIONAL SERVICES 143055 1 676004 350845 2585041 8387526 3324379 11999416 CLINIC SERVICES 624100 14017866 14017866 EDUCATIONAL SERVICES 611710 78953 78953 14096819 7176 7176 11851 0 11851 11851 11851 0 676004 283854 -283854 -283854 MISCELLANEOUS INCOME 900099 460466 460466 460466 26291874 14096819 0 195639 183484 183484 1555 1555 850154 193757 544351 112046 9837568 8299734 1367178 170656 184592 139169 40489 4934 1323790 992802 294758 36230 918329 593279 290878 34172 59708 59708 56248 2395 53853 406391 212836 190555 3000 182542 2328 179935 279 1057865 703812 333527 20526 586766 407166 155466 24134 2419850 1938677 477904 3269 475482 388277 67341 19864 67175 8571 58604 317442 317442 992468 564569 415480 12419 219478 217821 1657 MEDICAL SUPPLIES 3353688 3331137 22320 231 OTHER MEDICAL EXPENSES 626509 626509 MISCELLANEOUS EXPENSES 625096 416003 188899 20194 24746180 19541323 4742903 461954 420067 2216497 1985061 1472250 3410835 1352952 1066327 876458 220883 96220 10939168 7938113 3737579 3001055 390647 101176 900825 223865 1605684 11455264 11623117 3066849 2163197 20025 137145 2349847 1083195 243811 227467 156336 5664188 3783684 X 3549752 6112994 1985061 1470176 256263 256263 5791076 7839433 11455264 11623117 1545694 502663 0 X 0 1 X 1 1 1 X 7538726 8942678 14007398 10125490 11999416 52613708 333890 315337 360919 431885 271380 1713411 7872616 9258015 14368317 10557375 12270796 54327119 19259047 35068072 45218 59952 16845 7176 129191 170713 258523 451127 1404704 460466 2745533 57201843 65141724 0.61310 0.68740 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 7071 52704 70983 178793 78054 231497 19463269 24852654 19541323 25084151 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 10504 152414 215702 231497 610117 250000 250000 250000 250000 1000000 1500000 47182 52704 99886 4468210 2764706 1703504 6470958 5173407 1297551 3001055 INVESTMENT IN LABORATORY SERVICES COOPERATIVE 900825 C 900825 DUE FROM RELATED ORGANIZATIONS 1303925 457(B) INVESTED FUNDS 128841 PURCHASE RETURNS 172918 1605684 DONOR ANNUITIES 27495 457(B) PAYABLE 128841 156336 X 27349771 502663 271380 283854 1057897 26291874 0 26291874 25301414 271380 283854 555234 24746180 0 24746180 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2010 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 283,854. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES REPORTED IN FORM 990, PART VIII, LINE 8B 283,854. BOOK SALE 427900 427900 3087 17325 157662 IOWA ANNUAL EVENT 88119 88119 11553 14590 6 159985 159985 28088 51549 676004 676004 3087 56966 223801 283854 -283854 1 PLANNED PARENTHOOD VOTERS OF IOWA 1171 7TH STREET DES MOINES IA 50314 421357011 501(C)(4) 108593 TO SUPPORT THE MISSION OF PLANNED PARENTHOOD VOTERS OF IOWA. NEBRASKA PLANNED PARENTHOOD VOTERS FOR CHOICE PO BOX 4557 DES MOINES IA 50314 470762497 501(C)(4) 72891 TO SUPPORT THE MISSION OF NEBRASKA PLANNED PARENTHOOD VOTERS FOR CHOICE. 0 2 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 257550 0 22500 0 3860 0 7860 0 4422 0 296192 0 0 0 PENELOPE DICKEY 153175 0 0 0 1340 0 4722 0 1172 0 160409 0 0 0 JILL MEADOWS 304795 0 0 0 350 0 0 0 8650 0 313795 0 0 0 THOMAS ROSS 156086 0 0 0 1340 0 4751 0 7481 0 169658 0 0 0 X 21 3324379 FMV 0 0 1 1 THIRD PARTY USE: PART I, LINE 32B: PLANNED PARENTHOOD OF THE HEARTLAND UTILIZED A STOCKBROKER FROM MERYLL 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 RON ROSENBLATT (DIRECTOR) AND SUSAN ROSENBLATT (OFFICER) HAVE A FAMILY RELATIONSHIP. SUSAN ROSENBLATT LEFT THE ORGANIZATION ON JULY 20, 2012. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT COPY OF THE 990 WAS SENT OUT TO EACH MEMBER OF THE BOARD OF DIRECTORS ELECTRONICALLY. THEY ALL RESPONDED BACK WITH ANY RECOMMENDED CHANGES, WHICH WERE THEN MADE BY THE AUDITORS. THE PROCESS WAS REPEATED UNTIL ALL OF THE BOARD MEMBERS WERE SATISFIED WITH THE 990 FILING. ALL BOARD OF DIRECTORS SENT AN EMAIL BACK SAYING THEY REVIEWED IT BEFORE IT WAS SUBMITTED TO THE IRS. 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 2013. 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 ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST. PLANNED PARENTHOOD OF THE HEARTLAND FOUNDATION 1171 7TH ST DES MOINES IA 50314 421240096 SUPPORTING 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 EDUCATING 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 N/A 0 NEBRASKA PLANNED PARENTHOOD VOTERS FOR CHOICE PO BOX 4557 DES MOINES IA 50314 470762497 EDUCATING 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 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 N/A 0 PLANNED PARENTHOOD VOTERS OF ARKANSAS PO BOX 4557 DES MOINES IA 50314 461203976 EDUCATING SUPPORTERS ON LEGISLATIVE ISSUES AR 501(C)(4) N/A 0 0 1 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 PLANNED PARENTHOOD VOTERS OF IOWA B 108593 CASH VALUE NEBRASKA PLANNED PARENTHOOD VOTERS FOR CHOICE B 72891 CASH VALUE PLANNED PARENTHOOD OF THE HEARTLAND FOUNDATION C 350845 CASH VALUE NEBRASKA PLANNED PARENTHOOD VOTERS FOR CHOICE 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 44805 59669 104474 5116461 5220935 411047 102762 0 0 0 PLANNED PARENTHOOD OF THE HEARTLAND INC 1171 7TH STREET DES MOINES IA 50314 420727488 7071 70983 78054 19463269 19541323 1000000 250000 0 0 0