2025-05-15T11:31:47-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2023-07-01 421240096 PLANNED PARENTHOOD OF THE HEARTLAND FOUNDATION PLAN 6516965500 671 VANDALIA STREET ST PAUL MN 55114 RUTH RICHARDSON PRESIDENT & CHAIR 6516965500 2025-05-13 1 0 KURT BENNION CPA P01469618 4252506100 2025-04-24 2023 2025-03-06 01:10:19Z RUTH RICHARDSON 671 VANDALIA STREET ST PAUL MN 55114 3354369 0 X WWW.PPHEARTLAND.ORG X 1984 IA SUPPORTING PLANNED PARENTHOOD OF THE HEARTLAND, INC. 4 1 0 6 -25120 0 324884 1650240 0 0 223346 1136126 177734 120555 725964 2906921 359008 380921 0 0 0 0 0 0 0 202257 214809 561265 595730 164699 2311191 15052079 18038754 3414742 3495344 11637337 14543410 SUPPORTING PLANNED PARENTHOOD OF THE HEARTLAND, INC. 0 0 380921 380921 0 FUNDS WERE DISTRIBUTED TO PLANNED PARENTHOOD OF THE HEARTLAND, INC. (EIN: 42-0727488), AN IRS CODE SECTION 501(C)(3) ORGANIZATION, TO PROVIDE EDUCATIONAL PROGRAMS AND HEALTHCARE SERVICES. 380921 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 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 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 4 1 0 1 1 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X PLANNED PARENTHOOD NORTH CENTRAL STATES 6516965500 671 VANDALIA STREET ST PAUL MN 55114 RUTH RICHARDSON PRESIDENT & CHAIR (AS OF 1/1/24) 1.00 39.00 X X 0 446241 39197 SHEILAHN DAVIS-WYATT COO & SECRETARY (AS OF 1/1/24) 1.00 39.00 X X 0 315247 34349 RANDY DRAGER CFO & DIRECTOR (AS OF 1/1/24) 1.00 39.00 X X 0 236525 21863 PATRICE SAYRE CHAIR (THROUGH 12/31/23) 1.00 1.00 X X 0 0 0 BARB JACOBSON VICE CHAIR (THROUGH 12/31/23) 1.00 0.00 X X 0 0 0 FRAN FLECK DIRECTOR (THROUGH 12/31/23) 1.00 1.00 X 0 0 0 STEPHEN GRIFFITH DIRECTOR (AS OF 1/1/24) 1.00 2.00 X 0 0 0 RICHARD MCARTHUR DIRECTOR (THROUGH 12/31/23) 1.00 0.00 X 0 0 0 DR ROBERT SHAW DIRECTOR (THROUGH 12/31/23) 1.00 2.00 X 0 0 0 0 998013 95409 0 0 1 0 BLAIR-FREEMAN LLC 4616 DODGE STREET OMAHA NE 68132 CONSTRUCTION 435406 PLANNED PARENTHOOD NORTH CENTRAL STATES 671 VANDALIA STREET ST PAUL MN 55114 ADMINISTRATION & OPERATIONS 149748 2 1650240 1650240 205584 205584 568003 447448 120555 120555 -25120 145675 930542 0 930542 930542 930542 2906921 0 -25120 1281801 380921 380921 149748 149748 1543 1543 49318 49318 11000 11000 600 600 MISCELLANEOUS 2600 2600 595730 380921 214809 0 1212311 347347 760 671 13458333 6903629 6346337 6554704 6262144 6609372 649495 720679 581032 3805981 15052079 18038754 62427 119945 2667 2667 2900403 2773739 449245 598993 3414742 3495344 X 7705735 9211756 3931602 5331654 11637337 14543410 15052079 18038754 2311191 594882 0 X X 0 1 X 1 0 X X 1 PLANNED PARENTHOOD OF THE HEARTLAND INC 420727488 7 1 380921 0 1 380921 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 7112179 250240 7362419 6807295 304884 7112179 6582453 224842 6807295 6252726 329727 6582453 6201477 51249 6252726 0.48440 0.51560 0.00000 0 0 1057003 1057003 11800329 6903629 4896700 601001 601001 6554704 DUE FROM RELATED ORGANIZATIONS 3805981 3805981 DUE TO RELATED ORGANIZATIONS 598993 598993 X PART IV, LINE 2B: THE BALANCE OF ESCROW ACCOUNTS CONSISTS OF ONE MONTH PREPAID RENT, AND IS RETURNED AFTER THE LEASE HAS TERMINATED. THE DEPOSIT IS RETURNED IF ALL RENTS HAVE BEEN PAID AND THE OFFICE SPACE HAS BEEN LEFT IN GOOD CONDITION. PART V, LINE 4: ENDOWMENT FUNDS CONSIST OF 11 FUNDS ESTABLISHED TO SUPPORT EDUCATIONAL PROGRAMS AND HEALTHCARE SERVICES AT PLANNED PARENTHOOD OF THE HEARTLAND. PART X, LINE 2: PLANNED PARENTHOOD OF THE HEARTLAND FOUNDATION IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE IRC. THE ORGANIZATION FOLLOWS GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARD FOR CONTINGENCIES FOR EVALUATING UNCERTAIN TAX POSITIONS. 1 PLANNED PARENTHOOD OF THE HEARTLAND INC 818 5TH AVENUE SUITE 200 DES MOINES IA 50309 420727488 501(C)(3) 380921 0 TO SUPPORT THE MISSION OF PLANNED PARENTHOOD OF THE HEARTLAND, INC. 1 0 PART I, LINE 2: PLANNED PARENTHOOD OF THE HEARTLAND FOUNDATION MONITORS THE USE OF FUNDS BY RELATED ORGANIZATIONS THROUGH COMMON EXECUTIVE MANAGEMENT. 0 1 0 0 0 0 0 0 0 RUTH RICHARDSON PRESIDENT & CHAIR (AS OF 1/1/24) 0 446241 0 0 0 0 0 18506 0 20691 0 485438 0 0 SHEILAHN DAVIS-WYATT COO & SECRETARY (AS OF 1/1/24) 0 285247 0 30000 0 0 0 8499 0 25850 0 349596 0 0 RANDY DRAGER CFO & DIRECTOR (AS OF 1/1/24) 0 236525 0 0 0 0 0 21863 0 0 0 258388 0 0 PART I, LINE 3 PLANNED PARENTHOOD OF THE HEARTLAND FOUNDATION DOES NOT COMPENSATE ANY INDIVIDUALS. THE ORGANIZATION RELIED ON PLANNED PARENTHOOD NORTH CENTRAL STATES IN SETTING THE COMPENSATION OF THOSE INDIVIDUAS LISTED IN FORM 990, PART VII, SECTION A. PLANNED PARENTHOOD NORTH CENTRAL STATES USED THE FOLLOWING METHODS TO ESTABLISH THE PRESIDENT'S COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PART I, LINE 4B 457(F) PLAN CONTRIBUTIONS: RUTH RICHARDSON - $76,604 SHEILAHN DAVIS-WYATT - $6,304 RANDY DRAGER - $19,801 FORM 990, PART VI, SECTION A, LINE 3 EXECUTIVE MANAGEMENT FUNCTIONS ARE PROVIDED BY PLANNED PARENTHOOD NORTH CENTRAL STATES AND OTHER MANAGEMENT FUNCTIONS ARE PROVIDED BY PLANNED PARENTHOOD OF THE HEARTLAND, INC. FORM 990, PART VI, SECTION A, LINE 4 IN NOVEMBER 2023, ARTICLES OF MERGER WERE APPROVED AND SIGNED TO MERGE PLANNED PARENTHOOD OF THE HEARTLAND FOUNDATION (EIN: 42-1240096) INTO PLANNED PARENTHOOD MINNESOTA, NORTH DAKOTA, SOUTH DAKOTA FUND (EIN: 47-3878626), AND CHANGE ITS NAME TO PLANNED PARENTHOOD NORTH CENTRAL STATES FOUNDATION. THE MERGER WAS NOT COMPLETED BY THE JUNE 30, 2024 FISCAL YEAR-END. FORM 990, PART VI, SECTION A, LINE 7A THE FOUNDATION'S BOARD MEMBERS ARE ELECTED BY THE BOARD OF DIRECTORS OF PLANNED PARENTHOOD NORTH CENTRAL STATES, THE FOUNDATION'S PARENT ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B BEFORE IT WAS FILED WITH THE IRS, THE FORM 990 WAS REVIEWED BY THE CFO, PRESIDENT, AND LEGAL COUNSEL OF PLANNED PARENTHOOD NORTH CENTRAL STATES, AFTER WHICH IS WAS SHARED WITH THE FOUNDATION'S BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST IS DEEMED TO EXIST BETWEEN A LICENSED 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 PRESIDENT 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 PLANNED PARENTHOOD OF THE HEARTLAND FOUNDATION DOES NOT COMPENSATE ANY INDIVIDUALS. THE ORGANIZATION RELIED ON PLANNED PARENTHOOD NORTH CENTRAL STATES IN SETTING THE COMPENSATION OF THOSE INDIVIDUALS LISTED IN FORM 990, PART VII, SECTION A. PLANNED PARENTHOOD NORTH CENTRAL STATES USED THE FOLLOWING METHODS TO ESTABLISH THE PRESIDENT'S COMPENSATION: PPNCS UTILIZES AN OUTSIDE COMPENSATION CONSULTANT TO CONDUCT A MARKET ANALYSIS OF PRESIDENT AND EXECUTIVE COMPENSATION, REPORTING ON BOTH BASE PAY MARKET MEDIAN AND VARIABLE PAY MARKET MEDIAN. FOR NON-EXECUTIVE COMPENSATION, PPNCS UTILIZED AN EXTERNAL CONSULTANT IN 2021 AND CONTINUES TO CONDUCT MARKET ANALYSES WITH PAYSCALE, WHICH ALLOWS THE JOB DESCRIPTION TO BE APPLIED TO TAILORED MARKET PARAMETERS. THE MARKET ANALYSIS IS FOCUSED ON ORGANIZATIONS THAT MATCH PPNCS IN SIZE, SCOPE, AND REGION. MULTIPLE TYPES OF ORGANIZATIONS ARE USED, PREDOMINANTLY FOCUSED ON HEALTHCARE ORGANIZATIONS, BUT OTHER INDUSTRIES WITH SIMILAR SIZE AND SCOPE ARE ALSO USED IN THE ANALYSIS TO REPRESENT THE COMPLEXITY OF THE PPNCS BUSINESS MODEL. THE FORMAL ANALYSIS IS COMPLETED ROUTINELY AND NOT LESS FREQUENTLY THAN EVERY THREE YEARS THE INCUMBENT IS IN THE POSITION. IN THE OFF-CYCLE YEARS, TRENDING DATA IS USED TO DETERMINE MOVEMENT IN CEO AND EXECUTIVE PAY AND IS USED IN CONSIDERATION WHEN MAKING ADJUSTMENT RECOMMENDATIONS OR WHEN MAKING A DETERMINATION THAT AN OFF-CYCLE MARKET ANALYSIS IS ADVISABLE. THE MARKET DATA IS REVIEWED BY THE PERSONNEL AND COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT PERSONS WHO MAKE A FORMAL RECOMMENDATION TO THE BOARD OF DIRECTORS AS IT RELATES TO ESTABLISHING CEO COMPENSATION. THE CEO MAKES THE FINAL DETERMINATION OF SALARY INCREASES FOR OTHER EXECUTIVE COMPENSATION, EXCLUDING HER OWN, BASED ON INDIVIDUAL PERFORMANCE AND POSITION RELATIVE TO THE MARKET MEDIAN. THIS PROCESS WAS LAST UNDERTAKEN IN 2022 FOR THE CEO, COO, CFO, CDO, CMO, SVP OF CLINICAL OPERATIONS, SENIOR DIRECTOR OF E&O, EXECUTIVE VP OF EXTERNAL AFFAIRS, AND DIRECTOR OF BOARD AFFAIRS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. PLANNED PARENTHOOD OF THE HEARTLAND INC 818 5TH AVENUE SUITE 200 DES MOINES IA 50309 420727488 PATIENT SERVICES IA 501(C)(3) LINE 7 PLANNED PARENTHOOD NORTH CENTRAL STATES 0 PLANNED PARENTHOOD VOTERS OF IOWA 818 5TH AVENUE SUITE 200 DES MOINES IA 50309 421357011 EDUCATE SUPPORTERS ON LEGISLATIVE ISSUES IA 501(C)(4) PLANNED PARENTHOOD NORTH CENTRAL STATES 0 PLANNED PARENTHOOD VOTERS OF IOWA PAC 818 5TH AVENUE SUITE 200 DES MOINES IA 50309 421471296 ENGAGE IN POLITICAL SUPPORT OF PRIVACY RIGHTS AND REPRODUCTIVE HEALTH IA 527 PLANNED PARENTHOOD VOTERS OF IOWA 0 PLANNED PARENTHOOD VOTERS OF NEBRASKA PO BOX 4557 DES MOINES IA 50305 470762497 EDUCATE SUPPORTERS ON LEGISLATIVE ISSUES NE 501(C)(4) PLANNED PARENTHOOD NORTH CENTRAL STATES 0 PLANNED PARENTHOOD NORTH CENTRAL STATES 671 VANDALIA STREET SAINT PAUL MN 55114 830614523 MANAGEMENT AND STAFFING SERVICES MN 501(C)(3) LINE 12C, III-FI N/A 0 PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA 671 VANDALIA STREET SAINT PAUL MN 55114 410948382 PATIENT SERVICES MN 501(C)(3) LINE 7 PLANNED PARENTHOOD NORTH CENTRAL STATES 0 PLANNED PARENTHOOD MN ND SD ACTION FUND 671 VANDALIA STREET SAINT PAUL MN 55114 411709702 ADVOCACY MN 501(C)(4) PLANNED PARENTHOOD NORTH CENTRAL STATES 0 PLANNED PARENTHOOD NORTH CENTRAL STATES FOUNDATION 671 VANDALIA STREET SAINT PAUL MN 55114 473878626 RAISE AND HOLD FUNDS FOR PLANNED PARENTHOOD NORTH CENTRAL STATES MN 501(C)(3) LINE 12A, I PLANNED PARENTHOOD NORTH CENTRAL STATES 0 PLANNED PARENTHOOD OF MINNESOTA POLITICAL ACTION FUND 671 VANDALIA STREET SAINT PAUL MN 55114 352174473 FURTHER PPMNS ACTION FUND'S POSITIONS ON POLITICAL AND PUBLIC POLICY ISSUES MN 527 PPMNS ACTION FUND 0 PLANNED PARENTHOOD MINNESOTA PAC 671 VANDALIA STREET SAINT PAUL MN 55114 813846443 FURTHER PPMNS ACTION FUND'S POSITIONS ON POLITICAL AND PUBLIC POLICY ISSUES MN 527 PPMNS ACTION FUND 0 0 1 1 1 1 0 0 0 0 1 0 0 1 1 1 1 1 0 0