2012-09-21T13:15:09-05:00 2011-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2011-01-01 390863391 PLANNED PARENTHOOD OF WISCONSIN INC PLAN 4142718045 302 NORTH JACKSON STREET MILWAUKEE WI 53202 TERESA HUYCK 4142718045 2012-09-05 1 KIMBERLY ANDERSON CPA P00188889 6086628600 2011 2016-02-24 21:20:13Z TERESA HUYCK 302 NORTH JACKSON STREET MILWAUKEE WI 53202 27924796 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. 31 30 254 461 0 0 8670393 8573179 16513516 17336473 71906 176761 0 0 25255815 26086413 1521833 1494965 0 0 10128426 11347859 0 0 841880 11667787 11774786 23318046 24617610 1937769 1468803 13972584 15180373 1914563 1818123 12058021 13362250 X TO EMPOWER ALL INDIVIDUALS TO MANAGE THEIR SEXUAL AND REPRODUCTIVE HEALTH THROUGH PATIENT SERVICES, EDUCATION AND ADVOCACY. 0 0 17843911 848901 17336473 PATIENT SERVICES - PLANNED PARENTHOOD OF WISCONSIN PROVIDES BASIC CONTRACEPTIVE AND OTHER RELATED REPRODUCTIVE HEALTH CARE. PLANNED PARENTHOOD OF WISCONSIN PROVIDES SERVICES STATE-WIDE WITH 27 HEALTH CENTERS. 79,155 PATIENTS WERE SERVED IN 2011. 947742 HEALTH EDUCATION - PLANNED PARENTHOOD OF WISCONSIN PROVIDES HEALTH EDUCATION AND INFORMATION SERVICES IN COMMUNITIES STATE-WIDE. THERE WERE 8,217 COMMUNITY EDUCATION PROGRAM PARTICIPANTS FOR 2011. 651782 598029 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. 280,658 INDIVIDUALS RECEIVED COMMUNICATION IN 2011. 48035 48035 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. 48035 48035 19491470 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 0 1 0 0 1 0 1 91 0 1 254 1 0 0 0 0 0 1 1 0 0 X 31 30 0 0 0 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 X X 242340 0 26586 JACKIE BOYNTON 1.00 X 0 0 0 LAU CHRISTENSEN 1.00 X 0 0 0 HARRY DRAKE 1.00 X X 0 0 0 NANCY HEIDEN 1.00 X 0 0 0 LINDA STACK HUGHES 1.00 X 0 0 0 JAN MARTIN 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 0 0 0 MARCI PELZER 1.00 X 0 0 0 EDIE BRENGEL RADTKE 1.00 X X 0 0 0 MARCIE RAVDIN 1.00 X 0 0 0 JACQUELINE CALLARI-ROBINSON 1.00 X 0 0 0 ANNE ROMOND 1.00 X 0 0 0 PEGGY SAMPSON 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 KATIE HEIL 1.00 X 0 0 0 JEANNE BISSELL RUDD 1.00 X X 0 0 0 JOHNNA SCOTT 1.00 X 0 0 0 ANDREA TAXMAN 1.00 X 0 0 0 OSCAR TOVAR 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 ROCHELLE LAMM 1.00 X 0 0 0 VICKIE HINDS 1.00 X 0 0 0 BRINNON GARRETT MANDEL 1.00 X 0 0 0 KENNETH MUNSON 1.00 X 0 0 0 CHRISTOPHER WILLIAMS 40.00 X 143900 0 15222 BRIAN TOLLAKSON 40.00 X 137291 0 412 DEBORAH HOBBINS 40.00 X 100117 0 6712 LINDA NEFF 40.00 X 101189 0 13331 724837 0 62263 5 0 1 0 TRI NORTH BUILDERS 2625 RESEARCH PARK DRIVE FITCHBURG WI 53711 CONSTRUCTION SERVICES 467236 QUARLES & BRADY 411 EAST WISCONSIN AVENUE SUITE 20 MILWAUKEE WI 53202 LEGAL SERVICES 367466 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 188991 PIEPER ELECTRIC INC 5070 NORTH 35TH STREET MILWAUKEE WI 53209 ELECTRICAL CONTRACTOR 129348 7 140761 4955794 3476624 8573179 PROGRAM SERVICE REVENU 621400 17308995 17308995 27478 27478 17336473 56303 56303 1958841 1838383 120458 120458 120458 26086413 17336473 0 176761 1494965 1494965 565751 565751 8510569 6887648 1173533 449388 334883 271809 45542 17532 1240566 961406 217147 62013 696090 530658 131204 34228 296905 150539 146366 29335 29335 48035 48035 1436704 973232 377480 85992 127845 78155 49690 1842628 997225 733660 111743 1838305 1637814 184295 16196 285253 219401 55538 10314 263527 162314 65681 35532 1195 1195 715741 677223 28888 9630 252811 226275 26480 56 MEDICAL CLINIC SUPPLIES 4007270 4007270 MEMBERSHIP DUES 268610 6706 261199 705 TEMPORARY HELP 230496 72503 157993 130126 88292 33283 8551 24617610 19491470 4284260 841880 4811 5050 2202602 4610055 1011908 29311 1908049 1495479 641095 609177 10130611 5929182 4165010 4201429 2434601 2482386 1604508 1747486 13972584 15180373 1636246 1540242 278317 277881 1914563 1818123 X 9505693 10878756 1605601 1305570 946727 1177924 12058021 13362250 13972584 15180373 X 1468803 -164574 X X 0 1 1 X 1 1 X 8296886 9439553 7901517 8360468 8079374 42077798 8296886 9439553 7901517 8360468 8079374 42077798 42077798 123912 63818 64862 76064 56303 384959 42462757 0.99090 0.98950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 5515 5515 42520 42520 48035 48035 24569575 24737662 24617610 24785697 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 45766 34083 13895 48035 141779 250000 250000 250000 250000 1000000 1500000 5625 5598 6529 5515 23267 946727 254385 -10586 12602 1177924 670006 202300 87293 12872 946727 618019 65420 13433 670006 743549 -112060 13470 618019 1.00000 1 0 656551 656551 3191786 1693021 1498765 4028874 2553730 1475144 2253400 1682431 570969 4201429 BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATION 325217 LONG TERM ACCOUNTS RECEIVABLE 316651 DONATED PRACTICE 850000 DELEGATE ADVANCES 119260 DEPOSITS AND OTHER ASSETS 136358 1747486 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: 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, 2011 AND 2010. THE FEDERAL AND STATE INCOME TAX RETURNS OF THE ORGANIZATIONS FOR 2008, 2009, AND 2010 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) 408040 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) 298464 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) 142397 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) 646064 EDUCATIONAL OUTREACH REGARDING WOMEN'S HEALTH ISSUES AND REPRODUCTIVE RIGHTS $48,035 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 242340 0 0 0 0 0 13752 0 12834 0 268926 0 0 0 CHRISTOPHER WILLIAMS 143900 0 0 0 0 0 7910 0 7312 0 159122 0 0 0 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 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC 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 39 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -164,574. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. 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 PLANNED PARENTHOOD ADVOCATES OF WISCONSIN INC B 646064 ACCRUAL PLANNED PARENTHOOD ADVOCATES OF WISCONSIN INC 302 NORTH JACKSON STREET MILWAUKEE WI 53202 391678012 X 5515 42520 48035 25383726 25431761 1000000 250000 0 0 0