PLANNED PARENTHOOD OF THE HEARTLAND INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PLANNED PARENTHOOD OF THE HEARTLAND INC (EIN 42-0727488)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-09-13
- IRS object ID
- 201342569349300109
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-09-13T08:10:55-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 WESTOWN PARKWAY STE 400 | AddressLine1 |
| City | WEST DES MOINES | City |
| State | IA | State |
| ZIP Code | 502661411 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420727488 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANNED PARENTHOOD OF THE HEARTLAND INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PLAN | NameControl |
| Phone | 5152807000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1171 7TH ST | AddressLine1 |
| City | DES MOINES | City |
| State | IA | State |
| ZIP Code | 50314 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PENELOPE DICKEY | Name |
| Title | CHIEF OPERATING OFFICER | Title |
| Phone | 5152807000 | Phone |
| Date Signed | 2013-09-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANTHONY E WAGNER CPA | Name |
| PTIN | P01263080 | PTIN |
| Phone | 5152224400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JILL JUNE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1171 7TH ST | AddressLine1 |
| City | DES MOINES | City |
| State | IA | State |
| ZIP Code | 50314 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 23773233 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PPHEARTLAND.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1934 | YearFormation |
| State Legal Domicile | IA | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE REPRODUCTIVE HEALTH CARE, EDUCATION, AND ADVOCACY FOR FAMILIES AND INDIVIDUALS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 32 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 31 | NbrIndependentVotingMembers |
| Total Nbr Employees | 355 | TotalNbrEmployees |
| Total Nbr Volunteers | 731 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 13539140 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 10125490 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 13493885 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 12226194 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 63258 | InvestmentIncomePriorYear |
| Investment Income Current Year | -107807 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 841052 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1268344 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 27937335 | TotalRevenuePriorYear |
| Total Revenue Current Year | 23512221 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 240136 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 12457416 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 14081528 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 728539 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 11262005 | OtherExpensePriorYear |
| Other Expenses Current Year | 12431411 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 23719421 | TotalExpensesPriorYear |
| Total Expenses Current Year | 26753075 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4217914 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -3240854 | RevenuesLessExpensesCY |
| Total Assets BOY | 14082286 | TotalAssetsBOY |
| Total Assets EOY | 11455264 | TotalAssetsEOY |
| Total Liabilities BOY | 6058731 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5664188 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8023555 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5791076 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO BE A LEADER IN PROVIDING ACCESSIBLE REPORDUCTIVE HEALTH CARE, EDUCATION AND ADVOCACY; RESPONSIVE TO THE NEEDS AND RIGHTS OF FAMILIES AND INDIVIDUALS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 19157271 | Expense |
| Grants | 0 | Grants |
| Revenue | 12219065 | Revenue |
| Description | PATIENT CLINICAL SERVICES - SERVED THOUSANDS OF UNIQUE PATIENTS DURING THE YEAR BY DOING YEARLY EXAMS, SUPPLY VISITS, MEDICAL REVISITS, SURGICAL SERVICES, AND COUNSELING. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1860544 | Expense |
| Grants | 240136 | Grants |
| Revenue | 7129 | Revenue |
| Description | PUBLIC & PROFESSIONAL EDUCATIONAL SERVICES - PROVIDE EDUCATIONAL, PROGRAMS TO SCHOOLS, PROFESSIONALS, PUBLIC, STAFF, AND OTHER AGENCIES. PROVIDE ADVOCACY EDUCATION TO SUPPORTERS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 21017815 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 83 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 355 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 32 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 31 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMIE PEARSON CHIEF FINANCIAL OFFICER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5152807000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1171 7TH ST | AddressLine1 |
| City | DES MOINES | City |
| State | IA | State |
| ZIP Code | 50314 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (39 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| LOREE MILES | |||||||
| CHAIRPERSON | 1.00 | X | X | 0 | 0 | 0 | |
| KATIE BRANDERT | |||||||
| VICE CHAIRPERSON | 1.00 | X | X | 0 | 0 | 0 | |
| JASON LEHMAN | |||||||
| 2ND VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| PATRICE SAYRE | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| DR ROBERT SHAW | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| ANN DISTELHORST | |||||||
| EXECUTIVE MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| RENAISA ANTHONY MD MPH | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| EDWARD BELL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARGARET BORGEN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOY CORNING | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| SHEILA DREVYANKO | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JASON DUNN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LINNEA FLETCHER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| WAYNE HOUSTON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BARB JACOBSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MICHELLE LANGE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DIANNE LERUD-CHUBB | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DOUG MCLEESE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| SUSAN MCGILLICK | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROBBY MARVIN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CHERYL MORTON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JILL NELSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARKETA OLIVER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JENNIFER RASMUSSEN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| AMY REASNER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RON ROSENBLATT | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| AARON SAYLOR | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| HEATHER STARR | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KATHERINE TACHAU | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KATIE WEITZ-WHITE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROBERTA WILHELM | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JILL JUNE | |||||||
| PRESIDENT AND CEO | 40.00 | X | X | 290721 | 0 | 13211 | |
| DENNIS CARNEY | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | X | 112605 | 0 | 11708 | ||
| PENELOPE DICKEY | |||||||
| CHIEF OPERATING OFFICER | 40.00 | X | 145532 | 0 | 5658 | ||
| SUSAN ROSENBLATT | |||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | X | 72593 | 0 | 13180 | ||
| THOMAS ROSS | |||||||
| PHYSICIAN | 40.00 | 159829 | 0 | 12861 | X | ||
| JILL MEADOWS | |||||||
| MEDICAL DIRECTOR | 40.00 | 288495 | 0 | 12433 | X | ||
| LINDA RAILSBACK | |||||||
| PHYSICIAN | 40.00 | 122181 | 0 | 7710 | X | ||
| RUTH TRECKER | |||||||
| NURSE PRACTITIONER | 40.00 | 109798 | 0 | 14308 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1301754 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 91069 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CJ LEBENZ | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16366 CHEYENNE RD | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68136 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | PROFESSIONAL SERVICES | DescriptionOfServices |
| Compensation | 107540 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 674684 | FundraisingEvents |
| Related Organizations | 364849 | RelatedOrganizations |
| Government Grants | 2152683 | GovernmentGrants |
| All Other Contributions | 6933274 | AllOtherContributions |
| Noncash Contributions | 787152 | NoncashContributions |
| Total Contributions | 10125490 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CLINIC SERVICES | 624100 | 12219065 | 12219065 |
| EDUCATION | 611710 | 7129 | 7129 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 12226194 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16845 | TotalRevenueColumn |
| Exclusion | $16,845 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 21520 | Securities |
| Other | 103132 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -21520 | Securities |
| Other | -103132 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -124652 | TotalRevenueColumn |
| Exclusion | -$124,652 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 674684 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 136360 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -136360 | TotalRevenueColumn |
| Exclusion | -$136,360 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1404704 | TotalRevenueColumn |
| Exclusion | $1,404,704 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1404704 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23512221 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12226194 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,160,537 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 239496 | Total |
| Program Services | 239496 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 640 | Total |
| Program Services | 640 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 717586 | Total |
| Program Services | 488055 | ProgramServices |
| Management And General | 131327 | ManagementAndGeneral |
| Fundraising | 98204 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10933686 | Total |
| Program Services | 8935743 | ProgramServices |
| Management And General | 1565710 | ManagementAndGeneral |
| Fundraising | 432233 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 225797 | Total |
| Program Services | 142789 | ProgramServices |
| Management And General | 77208 | ManagementAndGeneral |
| Fundraising | 5800 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1330232 | Total |
| Program Services | 991698 | ProgramServices |
| Management And General | 296273 | ManagementAndGeneral |
| Fundraising | 42261 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 874227 | Total |
| Program Services | 637142 | ProgramServices |
| Management And General | 200203 | ManagementAndGeneral |
| Fundraising | 36882 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104679 | Total |
| Management And General | 104530 | ManagementAndGeneral |
| Fundraising | 149 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83187 | Total |
| Management And General | 83187 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 621454 | Total |
| Program Services | 237549 | ProgramServices |
| Management And General | 376515 | ManagementAndGeneral |
| Fundraising | 7390 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 254269 | Total |
| Program Services | 7185 | ProgramServices |
| Management And General | 247084 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1305606 | Total |
| Program Services | 664007 | ProgramServices |
| Management And General | 639901 | ManagementAndGeneral |
| Fundraising | 1698 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2370124 | Total |
| Program Services | 1969645 | ProgramServices |
| Management And General | 397779 | ManagementAndGeneral |
| Fundraising | 2700 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 784356 | Total |
| Program Services | 587274 | ProgramServices |
| Management And General | 133706 | ManagementAndGeneral |
| Fundraising | 63376 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60105 | Total |
| Program Services | 4549 | ProgramServices |
| Management And General | 55556 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 324895 | Total |
| Program Services | 324895 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1191795 | Total |
| Program Services | 650619 | ProgramServices |
| Management And General | 526709 | ManagementAndGeneral |
| Fundraising | 14467 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 243211 | Total |
| Program Services | 221759 | ProgramServices |
| Management And General | 21452 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MEDICAL SUPPLIES | 3215942 | 3343446 | -128032 | 528 |
| OTHER MEDICAL EXPENSES | 1074577 | 1074577 | ||
| COMPUTER AND RELATED EQ | 635778 | 406010 | 216031 | 13737 |
| MISCELLANEOUS EXPENSES | 161433 | 90737 | 61582 | 9114 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26753075 | Total |
| Program Services | 21017815 | ProgramServices |
| Management And General | 5006721 | ManagementAndGeneral |
| Fundraising | 728539 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2235311 | BOY |
| EOY | 420067 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1355294 | BOY |
| EOY | 1985061 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4848877 | BOY |
| EOY | 3410835 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 639217 | BOY |
| EOY | 1066327 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 762388 | BOY |
| EOY | 220883 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 11064261 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7326682 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3788589 | BOY |
| EOY | 3737579 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 452610 | BOY |
| EOY | 390647 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 223865 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14082286 | BOY |
| EOY | 11455264 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2046370 | BOY |
| EOY | 3066849 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1980732 | BOY |
| EOY | 20025 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1448552 | BOY |
| EOY | 2349847 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 583077 | BOY |
| EOY | 227467 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6058731 | BOY |
| EOY | 5664188 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6411998 | BOY |
| EOY | 3549752 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1355294 | BOY |
| EOY | 1985061 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 256263 | BOY |
| EOY | 256263 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8023555 | BOY |
| EOY | 5791076 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14082286 | BOY |
| EOY | 11455264 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -3240854 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1008375 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7517725 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5708095 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7070491 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11604228 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10125490 | CurrentTaxYear |
| Total | 42026029 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 58701 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 333565 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 315337 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 360919 | CurrentTaxYearMinus1Year |
| Total | 1068522 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7576426 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6041660 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7385828 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11965147 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10125490 | CurrentTaxYear |
| Total | 43094551 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 11515352 | AmountsSubstContributorsTotal |
| Public Support Total170 | 31579199 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15773 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 45218 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus1 Year | 59952 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16845 | CurrentTaxYear |
| Total | 137788 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 274654 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 275776 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 364233 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 389925 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1404704 | CurrentTaxYear |
| Total | 2709292 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 45941631 | TotalSupport |
| Gross Receipts From Admissions Etc | 61818890 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.68740 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.65210 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: BOOKSALE MISCELLANEOUS INCOME | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Belongs To Affiliated Group | X | OrgBelongsToAffiliatedGroup |
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 28502 | FilingOrganizationsTotals |
| Affiliated Group Totals | 47182 | AffiliatedGroupTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 94499 | FilingOrganizationsTotals |
| Affiliated Group Totals | 168520 | AffiliatedGroupTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 123001 | FilingOrganizationsTotals |
| Affiliated Group Totals | 215702 | AffiliatedGroupTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 20894814 | FilingOrganizationsTotals |
| Affiliated Group Totals | 26350164 | AffiliatedGroupTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 21017815 | FilingOrganizationsTotals |
| Affiliated Group Totals | 26565866 | AffiliatedGroupTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
| Affiliated Group Totals | 1000000 | AffiliatedGroupTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
| Affiliated Group Totals | 250000 | AffiliatedGroupTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 879590 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 3879590 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,819,385 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 96017 | CurrentYearMinus3 |
| Current Year Minus2 | 10504 | CurrentYearMinus2 |
| Current Year Minus1 | 152414 | CurrentYearMinus1 |
| Current Year | 215702 | CurrentYear |
| Total | 474637 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 219898 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 969898 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,454,847 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 54290 | CurrentYearMinus3 |
| Current Year | 47182 | CurrentYear |
| Total | 101472 | Total |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4555248 | OtherCostOrOtherBasis |
| Depreciation | 2640178 | Depreciation |
| Book Value | 1915070 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6509013 | OtherCostOrOtherBasis |
| Depreciation | 4686504 | Depreciation |
| Book Value | 1822509 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3737579 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER LIABILITIES | Description |
| Amount | $227,467 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 227467 | TotalOfAmounts |
| Total Revenue | 23512221 | TotalRevenue |
| Total Expenses | 26753075 | TotalExpenses |
| Excess Or Deficit For Year | -3240854 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -67002 | NetUnrealizedGLOnInvestments |
| Other | $1,075,377 | OtherAmount |
| Total Adjustments | 1008375 | TotalAdjustments |
| Excess Or Deficit Per FS | -2232479 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 23940763 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -67002 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 431885 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 364883 | RevenueNotRptdF990 |
| Revenue Subtotal | 23575880 | RevenueSubtotal |
| Other Revenues Not Included | -63659 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -63659 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 23512221 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 27248619 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 431885 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 63659 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 495544 | ExpensesNotRptdF990 |
| Expenses Subtotal | 26753075 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 26753075 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE AGENCY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE AGENCY AND THE FOUNDATION ARE NOT CONSIDERED TO BE PRIVATE FOUNDATIONS BY THE INTERNAL REVENUE SERVICE. THE REVENUE FROM RENTAL INCOME FROM TENANTS IS CONSIDERED UNRELATED BUSINESS INCOME AND THE REVENUE, NET OF EXPENSES, IS SUBJECT TO BOTH FEDERAL AND STATE CORPORATE INCOME TAXES. PLANNED PARENTHOOD OF THE HEARTLAND, INC., PLANNED PARENTHOOD OF ARKANSAS AND EASTERN OKLAHOMA, AND THE FOUNDATION FILE INFORMATION RETURNS WITH THE U.S. FEDERAL JURISDICTION. THE AGENCY AND FOUNDATION HAVE DETERMINED THAT THEY WERE NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS. THE FEDERAL AND STATE INFORMATION RETURNS OF PLANNED PARENTHOOD OF THE HEARTLAND, INC. AND FOUNDATION FOR JUNE 30, 2009 (AND DECEMBER 31, 2009 FOR PLANNED PARENTHOOD OF ARKANSAS AND EASTERN OKLAHOMA) 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 8 - OTHER ADJUSTMENTS: | NET ASSETS ACQUIRED FROM PPAEO 1,075,377. NET MISCELLANEOUS RECONCILING ITEMS | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES INCLUDED IN STATEMENT OF REVENUE (FUNDRAISING) -63,659. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES INCLUDED IN STATEMENT OF REVENUE (FUNDRAISING) 63,659. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BOOK SALE | NameOfEvent1 |
| Gross Receipts Event1 | 453629 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 453629 | CharitableContributionsEvent1 |
| Other Direct Expenses Event1 | 72700 | OtherDirectExpensesEvent1 |
| Name Of Event2 | ANNUAL EVENT | NameOfEvent2 |
| Gross Receipts Event2 | 63650 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 63650 | CharitableContributionsEvent2 |
| Other Direct Expenses Event2 | 14064 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 8 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 157405 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 157405 | CharitableContribOtherEvents |
| Other Direct Expenses Other Events | 49596 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 674684 | GrossReceiptsTotal |
| Charitable Contributions Total | 674684 | CharitableContributionsTotal |
| Other Direct Expenses Total Events | 136360 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 136360 | DirectExpenseSummaryEvents |
| Net Income Summary | -136360 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|
| PLANNED PARENTHOOD VOTERS OF IOWA | |||||||||
| PO BOX 4557 | DES MOINES | IA | 50314 | 421357011 | 501(C)(4) | 163531 | N/A | N/A | 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) | 75965 | N/A | N/A | SUPPORT THE MISSION PLANNED PARENTHOOD VOTERS OF NEBRASKA. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 2 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JILL JUNE | |||||||||||||
| 248674 | 0 | 40000 | 0 | 2047 | 0 | 8783 | 0 | 4428 | 0 | 303932 | 0 | 0 | 0 |
| PENELOPE DICKEY | |||||||||||||
| 145265 | 0 | 0 | 0 | 267 | 0 | 4486 | 0 | 1172 | 0 | 151190 | 0 | 0 | 0 |
| THOMAS ROSS | |||||||||||||
| 158464 | 0 | 0 | 0 | 1365 | 0 | 4806 | 0 | 8055 | 0 | 172690 | 0 | 0 | 0 |
| JILL MEADOWS | |||||||||||||
| 288202 | 0 | 0 | 0 | 293 | 0 | 1214 | 0 | 11219 | 0 | 300928 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 787152 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | PLANNED PARENTHOOD OF THE HEARTLAND UTILIZED A STOCKBROKER FROM MERYLL LYNCH WHO COMPLETES ALL STOCK TRANSACTIONS FOR THE ORGANIZATION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WAS REVIEWED BY MANAGEMENT AND A COPY WAS SENT TO EACH BOARD MEMBER PRIOR TO FILING WITH 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 15 | THE BOARD OF DIRECTORS REVIEWS AND APPROVES SALARY DECISIONS ON ANNUAL BASIS. THE PROCEDURES WERE LAST COMPELTED IN 2012. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST. | |
| FORM 990, PART VII, SECTION | THE BOARD MEMBERS OF PLANNED PARENTHOOD OF THE HEARTLAND ARE ALSO THE BOARD MEMBERS OF PLANNED PARENTHOOD OF ARKANSAS AND EASTERN OKLAHOMA, A RELATED ORGANIZATION. EACH BOARD MEMBER SPENDS APPROXIMATELY 1 HOUR PER WEEK SERVING EACH ORGANIZATION. LOREE MILES ALSO SERVES AS A BOARD MEMBER OF PLANNED PARENTHOOD OF THE HEARTLAND FOUNDATION, A RELATED ORGANIZATION. SHE SPENDS APPROXIMATELY 1 HOUR PER WEEK SERVING THAT ORGANIZATION. THE OFFICERS OF PLANNED PARENTHOOD OF THE HEARTLAND ALSO SERVE ITS RELATED ORGANIZATIONS: PLANNED PARENTHOOD OF ARKANSAS AND EASTERN OKLAHOMA PLANNED PARENTHOOD OF THE HEARTLAND FOUNDATION PLANNED PARENTHOOD VOTERS OF IOWA PLANNED PARENTHOOD VOTERS OF NEBRASKA PLANNED PARENTHOOD VOTERS OF IOWA PAC PLANNED PARENTHOOD VOTERS OF NEBRASKA PAC EACH OFFICER SERVES THE ORGANIZATIONS FOR APPOXIMATELY 40 HOURS PER WEEK. | SERVICE TO RELATED ORGANIZATIONS |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -67,002. NET ASSETS ACQUIRED FROM PPAEO 1,075,377. NET MISCELLANEOUS RECONCILING ITEMS TOTAL TO FORM 990, PART XI, LINE 5: 1,008,375. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | N/A | 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 | |
| PLANNED PARENTHOOD VOTERS OF NEBRASKA | ||||||||||
| 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 | ID | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| PLANNED PARENTHOOD VOTERS OF IOWA | ||
| B | 163531 | CASH VALUE |
| PLANNED PARENTHOOD VOTERS OF NEBRASKA | ||
| B | 75965 | CASH VALUE |
Affiliated Group Schedule AffiliatedGroupSchedule
Affiliated Schedule AffiliatedSchedule (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Total Grassroots LobbyingTotalGrassrootsLobbying | Total Direct LobbyingTotalDirectLobbying | Total Lobbying ExpendituresTotalLobbyingExpenditures | Other Exempt Purpose ExpendituresOtherExemptPurposeExpenditures | Total Exempt Purpose ExpendituresTotalExemptPurposeExpenditures | Lobbying NontaxableLobbyingNontaxableAmount | Grassroots NontaxableGrassrootsNontaxableAmount | Tot Lobbying Grassroot Minus NontxTotLobbyingGrassrootMinusNontx | Tot Lobby Expend Mns Lobbying NontxTotLobbyExpendMnsLobbyingNontx | Share Of Excess Lobbying ExpendtrsShareOfExcessLobbyingExpendtrs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PLANNED PARENTHOOD VOTERS OF NEBRASKA | ||||||||||||||
| PO BOX 4557 | DES MOINES | IA | 50314 | 470762497 | 5715 | 18584 | 24299 | 72675 | 96974 | $19,395 | $4,849 | 866 | 4904 | 0 |
| PLANNED PARENTHOOD VOTERS OF IOWA | ||||||||||||||
| 1171 7TH ST | DES MOINES | IA | 50314 | 421357011 | 12965 | 32070 | 45035 | 231363 | 276398 | $55,280 | $13,820 | 0 | 0 | 0 |
| PLANNED PARENTHOOD OF ARKANSAS AND EASTERN OKLAHOMA | ||||||||||||||
| PO BOX 4557 | DES MOINES | IA | 50314 | 730685955 | 0 | 23367 | 23367 | 3157967 | 3181334 | $309,067 | $77,267 | 0 | 0 | 0 |
| PLANNED PARENTHOOD OF THE HEARTLAND INC | ||||||||||||||
| 1171 7TH ST | DES MOINES | IA | 50314 | 420727488 | 28502 | 94499 | 123001 | 22083479 | 22206480 | $1,000,000 | $250,000 | 0 | 0 | 0 |
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