2013-09-13T08:10:55-05:00 2012-06-30 410746749 CLIFTONLARSONALLEN LLP 2700 WESTOWN PARKWAY STE 400 WEST DES MOINES IA 502661411 990 2011-07-01 420727488 PLANNED PARENTHOOD OF THE HEARTLAND INC PLAN 5152807000 1171 7TH ST DES MOINES IA 50314 PENELOPE DICKEY 5152807000 2013-09-13 1 ANTHONY E WAGNER CPA P01263080 5152224400 2011 2016-02-24 21:20:13Z JILL JUNE 1171 7TH ST DES MOINES IA 50314 23773233 0 X WWW.PPHEARTLAND.ORG X 1934 IA PROVIDE REPRODUCTIVE HEALTH CARE, EDUCATION, AND ADVOCACY FOR FAMILIES AND INDIVIDUALS. 32 31 355 731 0 0 13539140 10125490 13493885 12226194 63258 -107807 841052 1268344 27937335 23512221 0 240136 0 0 12457416 14081528 0 0 728539 11262005 12431411 23719421 26753075 4217914 -3240854 14082286 11455264 6058731 5664188 8023555 5791076 TO BE A LEADER IN PROVIDING ACCESSIBLE REPORDUCTIVE HEALTH CARE, EDUCATION AND ADVOCACY; RESPONSIVE TO THE NEEDS AND RIGHTS OF FAMILIES AND INDIVIDUALS. 0 0 19157271 0 12219065 PATIENT CLINICAL SERVICES - SERVED THOUSANDS OF UNIQUE PATIENTS DURING THE YEAR BY DOING YEARLY EXAMS, SUPPLY VISITS, MEDICAL REVISITS, SURGICAL SERVICES, AND COUNSELING. 1860544 240136 7129 PUBLIC & PROFESSIONAL EDUCATIONAL SERVICES - PROVIDE EDUCATIONAL, PROGRAMS TO SCHOOLS, PROFESSIONALS, PUBLIC, STAFF, AND OTHER AGENCIES. PROVIDE ADVOCACY EDUCATION TO SUPPORTERS. 21017815 1 1 0 1 0 0 0 0 0 0 1 0 0 0 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 0 1 0 1 83 0 355 1 0 0 0 0 0 1 1 0 0 0 0 X 32 31 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X JAMIE PEARSON CHIEF FINANCIAL OFFICER 5152807000 1171 7TH ST DES MOINES IA 50314 X LOREE MILES 1.00 X X 0 0 0 KATIE BRANDERT 1.00 X X 0 0 0 JASON LEHMAN 1.00 X X 0 0 0 PATRICE SAYRE 1.00 X X 0 0 0 DR ROBERT SHAW 1.00 X X 0 0 0 ANN DISTELHORST 1.00 X 0 0 0 RENAISA ANTHONY MD MPH 1.00 X 0 0 0 EDWARD BELL 1.00 X 0 0 0 MARGARET BORGEN 1.00 X 0 0 0 JOY CORNING 1.00 X 0 0 0 SHEILA DREVYANKO 1.00 X 0 0 0 JASON DUNN 1.00 X 0 0 0 LINNEA FLETCHER 1.00 X 0 0 0 WAYNE HOUSTON 1.00 X 0 0 0 BARB JACOBSON 1.00 X 0 0 0 MICHELLE LANGE 1.00 X 0 0 0 DIANNE LERUD-CHUBB 1.00 X 0 0 0 DOUG MCLEESE 1.00 X 0 0 0 SUSAN MCGILLICK 1.00 X 0 0 0 ROBBY MARVIN 1.00 X 0 0 0 CHERYL MORTON 1.00 X 0 0 0 JILL NELSON 1.00 X 0 0 0 MARKETA OLIVER 1.00 X 0 0 0 JENNIFER RASMUSSEN 1.00 X 0 0 0 AMY REASNER 1.00 X 0 0 0 RON ROSENBLATT 1.00 X 0 0 0 AARON SAYLOR 1.00 X 0 0 0 HEATHER STARR 1.00 X 0 0 0 KATHERINE TACHAU 1.00 X 0 0 0 KATIE WEITZ-WHITE 1.00 X 0 0 0 ROBERTA WILHELM 1.00 X 0 0 0 JILL JUNE 40.00 X X 290721 0 13211 DENNIS CARNEY 40.00 X 112605 0 11708 PENELOPE DICKEY 40.00 X 145532 0 5658 SUSAN ROSENBLATT 40.00 X 72593 0 13180 THOMAS ROSS 40.00 X 159829 0 12861 JILL MEADOWS 40.00 X 288495 0 12433 LINDA RAILSBACK 40.00 X 122181 0 7710 RUTH TRECKER 40.00 X 109798 0 14308 1301754 0 91069 7 0 1 0 CJ LEBENZ 16366 CHEYENNE RD OMAHA NE 68136 PROFESSIONAL SERVICES 107540 1 674684 364849 2152683 6933274 787152 10125490 CLINIC SERVICES 624100 12219065 12219065 EDUCATION 611710 7129 7129 12226194 16845 16845 21520 103132 -21520 -103132 -124652 -124652 0 674684 136360 -136360 -136360 MISCELLANEOUS INCOME 900099 1404704 1404704 1404704 23512221 12226194 0 1160537 239496 239496 640 640 717586 488055 131327 98204 10933686 8935743 1565710 432233 225797 142789 77208 5800 1330232 991698 296273 42261 874227 637142 200203 36882 104679 104530 149 83187 83187 621454 237549 376515 7390 254269 7185 247084 1305606 664007 639901 1698 2370124 1969645 397779 2700 784356 587274 133706 63376 60105 4549 55556 324895 324895 1191795 650619 526709 14467 243211 221759 21452 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 26753075 21017815 5006721 728539 2235311 420067 1355294 1985061 4848877 3410835 639217 1066327 762388 220883 11064261 7326682 3788589 3737579 452610 390647 0 223865 14082286 11455264 2046370 3066849 1980732 20025 1448552 2349847 583077 227467 6058731 5664188 X 6411998 3549752 1355294 1985061 256263 256263 8023555 5791076 14082286 11455264 X -3240854 1008375 X 0 1 1 X 1 1 X 7517725 5708095 7070491 11604228 10125490 42026029 58701 333565 315337 360919 1068522 7576426 6041660 7385828 11965147 10125490 43094551 11515352 31579199 15773 45218 59952 16845 137788 274654 275776 364233 389925 1404704 2709292 45941631 61818890 0.68740 0.65210 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: BOOKSALE MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 28502 47182 94499 168520 123001 215702 20894814 26350164 21017815 26565866 1000000 1000000 250000 250000 0 0 0 0 879590 1000000 1000000 1000000 3879590 5819385 96017 10504 152414 215702 474637 219898 250000 250000 250000 969898 1454847 54290 47182 101472 4555248 2640178 1915070 6509013 4686504 1822509 3737579 OTHER LIABILITIES 227467 227467 23512221 26753075 -3240854 -67002 1075377 1008375 -2232479 23940763 -67002 431885 364883 23575880 -63659 -63659 23512221 27248619 431885 63659 495544 26753075 0 26753075 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. BOOK SALE 453629 453629 72700 ANNUAL EVENT 63650 63650 14064 8 157405 157405 49596 674684 674684 136360 136360 -136360 1 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. 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 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 X 4 787152 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 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. SERVICE TO RELATED ORGANIZATIONS 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. CHANGES IN NET ASSETS OR FUND BALANCES: 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. 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 0 1 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 PLANNED PARENTHOOD VOTERS OF IOWA B 163531 CASH VALUE PLANNED PARENTHOOD VOTERS OF NEBRASKA B 75965 CASH VALUE PLANNED PARENTHOOD VOTERS OF NEBRASKA PO BOX 4557 DES MOINES IA 50314 470762497 5715 18584 24299 72675 96974 19395 4849 866 4904 0 PLANNED PARENTHOOD VOTERS OF IOWA 1171 7TH ST DES MOINES IA 50314 421357011 12965 32070 45035 231363 276398 55280 13820 0 0 0 PLANNED PARENTHOOD OF ARKANSAS AND EASTERN OKLAHOMA PO BOX 4557 DES MOINES IA 50314 730685955 0 23367 23367 3157967 3181334 309067 77267 0 0 0 PLANNED PARENTHOOD OF THE HEARTLAND INC 1171 7TH ST DES MOINES IA 50314 420727488 28502 94499 123001 22083479 22206480 1000000 250000 0 0 0