2013-08-12T16:55:27-05:00 2012-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2012-01-01 390863391 PLANNED PARENTHOOD OF WISCONSIN INC PLAN 4142718045 302 NORTH JACKSON STREET MILWAUKEE WI 53202 TERESA HUYCK 4142718045 2013-08-08 1 KIMBERLY ANDERSON CPA P00188889 6086628600 2013-08-08 2012 2016-02-24 21:20:13Z TERESA HUYCK 302 NORTH JACKSON STREET MILWAUKEE WI 53202 26710186 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. 30 30 272 648 0 0 8573179 7609891 17336473 17652238 176761 160472 0 0 26086413 25422601 1494965 1652964 0 0 11347859 11881693 0 0 941907 11774786 12223314 24617610 25757971 1468803 -335370 15180373 14729441 1818123 1626743 13362250 13102698 X TO EMPOWER ALL INDIVIDUALS TO MANAGE THEIR SEXUAL AND REPRODUCTIVE HEALTH THROUGH PATIENT SERVICES, EDUCATION AND ADVOCACY. 0 0 18657288 1157797 17652238 PATIENT SERVICES - PLANNED PARENTHOOD OF WISCONSIN PROVIDES BASIC CONTRACEPTIVES AND OTHER RELATED REPRODUCTIVE HEALTH CARE. PLANNED PARENTHOOD OF WISCONSIN PROVIDES SERVICES STATE-WIDE WITH 27 HEALTH CENTERS. 70,710 PATIENTS WERE SERVED IN 2012. 834246 HEALTH EDUCATION - PLANNED PARENTHOOD OF WISCONSIN PROVIDES HEALTH EDUCATION AND INFORMATION SERVICES IN COMMUNITIES STATE-WIDE. THERE WERE 9,648 COMMUNITY EDUCATION PROGRAMS PARTICIPANTS FOR 2012. 651350 483375 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. 297,457 INDIVIDUALS RECEIVED COMMUNICATIONS IN 2012. 11792 11792 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. 11792 11792 20154676 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 1 272 1 0 0 0 0 0 1 1 0 0 0 0 X 30 30 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 40.00 1.00 X X 272250 0 28971 JACKIE BOYNTON 1.00 X 0 0 0 HARRY DRAKE 1.00 X X 0 0 0 NANCY HEIDEN 1.00 X 0 0 0 JILL LUNDBERG 1.00 X 0 0 0 KATHIE ZIEVE NORMAN 1.00 X 0 0 0 KAREN PERZAN 1.00 X X 0 0 0 EDIE BRENGEL RADTKE 1.00 X X 0 0 0 ANNE ROMOND 1.00 X 0 0 0 MARSHA SEHLER 1.00 X 0 0 0 STEVE SWIGART 1.00 X 0 0 0 DIANNA COLMAN 1.00 X X 0 0 0 JEANNE BISSELL RUDD 1.00 X X 0 0 0 ANDREA TAXMAN 1.00 X 0 0 0 SYNOVIA YOUNGBLOOD 1.00 X 0 0 0 KAREN CAMPBELL 1.00 X 0 0 0 ANNA JUAREZ 1.00 X 0 0 0 VICKIE HINDS 1.00 X 0 0 0 BRINNON GARRETT MANDEL 1.00 X 0 0 0 MARY LYNN DONOHUE 1.00 X 0 0 0 SHALETA DUNN 1.00 X 0 0 0 KELLY EAKIN 1.00 X 0 0 0 ANGELA FERNANDEZ 1.00 X 0 0 0 SARAH FIERAK 1.00 X 0 0 0 ANDREA SOELL KHAN 1.00 X 0 0 0 BETSY MCELROY 1.00 X 0 0 0 JUDITH MCGREGOR 1.00 X 0 0 0 SALLY MERRELL 1.00 X 0 0 0 LISA REMBY 1.00 X 0 0 0 DIANE SEDER 1.00 X 0 0 0 RICK WETZEL 1.00 X 0 0 0 CHRISTOPHER WILLIAMS 40.00 X 144636 0 15534 BRIAN TOLLAKSON 40.00 X 138306 0 9223 DEBORAH HOBBINS 40.00 X 113029 0 7442 TANYA ATKINSON 40.00 2.00 X 106799 0 12431 775020 0 73601 5 0 1 0 PROSOURCE BILLING SERVICES INC 250 14TH AVENUE EAST SARTELL MN 56371 MEDICAL BILLING & COLLECTION SERVICES 432990 JIGSAW LLC 710 PLANKINTON AVENUE MILWAUKEE WI 53203 ADVERTISING SERVICES 406380 MEDICAL COLLEGE OF WISCONSIN 8701 WATERTOWN PLANK ROAD MILWAUKEE WI 53226 PHYSICIANS SERVICES 270000 SECURITAS SECURITY SERVICES 12672 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 SECURITY SERVICES 228388 QUARLES & BRADY 411 EAST WISCONSIN AVENUE SUITE 20 MILWAUKEE WI 53202 LEGAL SERVICES 162441 6 166203 4007934 3435754 7609891 PROGRAM SERVICE REVENU 621400 17628968 17628968 23270 23270 17652238 83799 83799 1364258 1287585 76673 76673 76673 25422601 17652238 0 160472 1652964 1652964 608920 608920 8876291 7269427 1163392 443472 359644 284292 58097 17255 1283701 1026898 194477 62326 753137 581887 135933 35317 171637 61022 110615 32225 32225 11792 11792 1757194 959899 631163 166132 460238 31299 428389 550 1690551 1022780 552078 115693 1728001 1589741 123403 14857 332809 262200 57821 12788 276729 164308 62051 50370 844 844 729467 689342 30771 9354 239601 213495 26051 55 MEDICAL CLINIC SUPPLIES 4115300 4115300 MEMBERSHIP DUES 324945 11393 312817 735 TEMPORARY HELP 276966 163557 107363 6046 75015 43080 24978 6957 25757971 20154676 4661388 941907 5050 4950 4610055 4358395 29311 215160 1495479 1340456 609177 835900 10196548 6658649 4201429 3537899 2482386 2784321 1747486 1652360 15180373 14729441 1540242 1348862 277881 277881 1818123 1626743 X 10878756 10617990 1305570 1222299 1177924 1262409 13362250 13102698 15180373 14729441 -335370 75818 0 X X 0 1 X 1 1 1 X 9439553 7901517 8360468 8079374 7069822 40850734 9439553 7901517 8360468 8079374 7069822 40850734 40850734 63818 64862 76064 56303 83799 344846 41195580 78056433 0.99160 0.99090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 46 46 11746 11746 11792 11792 25746179 26386017 25757971 26397809 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 34083 13895 48035 11792 107805 250000 250000 250000 250000 1000000 1500000 5598 6529 5515 46 17688 1177924 5650 91311 12476 1262409 946727 254385 -10586 12602 1177924 670006 202300 87293 12872 946727 618019 65420 13433 670006 743549 -112060 13470 618019 0.00000 1.00000 0.00000 1 0 656551 656551 3191786 1849498 1342288 4028154 2778529 1249625 2320057 2030622 289435 3537899 BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATION 351401 LONG TERM ACCOUNTS RECEIVABLE 200000 DONATED PRACTICE 850000 DELEGATE ADVANCES 81260 DEPOSITS AND OTHER ASSETS 169699 1652360 X DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: PLANNED PARENTHOOD OF WISCONSIN, INC. USES THE ANNUAL INCOME GENERATED ON THE ENDOWMENTS FOR CLINIC AND EDUCATION SERVICES. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: PPWI AND PPAWI ARE EXEMPT FROM FEDERAL AND STATE INCOME TAX 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 DECEMBER 31, 2012 AND 2011. THE FEDERAL AND STATE INCOME TAX RETURNS OF THE ORGANIZATIONS FOR 2009, 2010, AND 2011 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) 651493 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) 327283 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) 179021 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) 495167 EDUCATIONAL OUTREACH REGARDING WOMEN'S HEALTH ISSUES AND REPRODUCTIVE RIGHTS $11,792 WAS ATTTRIBUTABLE TO LOBBYING TO FURTHER PPWI'S CHARITABLE AND EDUCATIONAL PURPOSES. 3 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 X X X 0 0 0 0 0 0 0 0 0 TERESA HUYCK 272250 0 0 0 0 0 15658 0 13313 0 301221 0 0 0 CHRISTOPHER WILLIAMS 144636 0 0 0 0 0 8146 0 7388 0 160170 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 BOARD MEMBER REQUIRED ATTENDANCE AT BOARD MEETINGS INCREASED TO 75% FROM 50%. SECTION ON COMMITTEES UPDATED TO REFLECT CURRENT COMMITTEES AND THEIR RELATED CURRENT ACTIVITIES. SECTION ON OFFICERS REVISED TO INCLUDE ROLES AND RESPONSIBILITIES OF THE SENIOR MANAGEMENT TEAM. FORM 990, PART VI, SECTION B, LINE 11 FINANCE COMMITTEE REVIEWS AND ACCEPTS FORM 990. THE 990 IS THEN PROVIDED TO ALL BOARD MEMEBERS 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 HOURS FOR RELATED ORGANIZATIONS: FORM 990, PART VII, SECTION A, LINE 1A, COLUMN B 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., A RELATED ORGANIZATION, AND DEVOTES AN AVERAGE OF 1 HOUR PER WEEK WORKING WITH PLANNED PARENTHOOD ADVOCATES OF WISCONSIN, INC. TANYA ATKINSON, AN EMPLOYEE, DEVOTES AN AVERAGE OF 40 HOURS PER WEEK WORKING WITH PLANNED PARENTHOOD OF WISCONSIN, INC. TERESA IS ALSO THE EXECUTIVE DIRECTOR OF PLANNED PARENTHOOD ADVOCATES OF WISCONSIN, INC., A RELATED ORGANIZATION, AND DEVOTES AN AVERAGE OF 2 HOURS PER WEEK WORKING WITH 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 495167 ACCRUAL PLANNED PARENTHOOD ADVOCATES OF WISCONSIN INC 302 NORTH JACKSON STREET MILWAUKEE WI 53202 391678012 X 46 11746 11792 26881184 26892976 1000000 250000 0 0 0