2025-05-15T11:28:34-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2023-07-01 473878626 PLANNED PARENTHOOD NORTH CENTRAL STATES FOUNDATION PLAN 6516965500 671 VANDALIA STREET ST PAUL MN 55114 SARAH A STOESZ PPNCS PRESIDENT & CEO 6516965500 2025-05-14 1 0 KURT BENNION CPA P01469618 4252506100 2025-05-14 2023 2025-03-06 01:10:19Z X RUTH RICHARDSON 671 VANDALIA STREET ST PAUL MN 55114 332268 0 X N/A X 2015 MN TO BUILD AND MAINTAIN FINANCIAL SUPPORT FOR PLANNED PARENTHOOD NORTH CENTRAL STATES TO ADVANCE AND PROTECT SEXUAL AND REPRODUCTIVE HEALTH CARE FOR ALL. 7 6 0 10 0 0 1931251 238662 0 0 322062 93606 13489 0 2266802 332268 11654267 2078879 0 0 0 0 0 0 0 1771564 1612876 13425831 3691755 -11159029 -3359487 78179414 78774730 7299578 6516119 70879836 72258611 TO BUILD AND MAINTAIN FINANCIAL SUPPORT FOR PLANNED PARENTHOOD NORTH CENTRAL STATES TO ADVANCE AND PROTECT SEXUAL AND REPRODUCTIVE HEALTH CARE FOR ALL. 0 0 2274950 2078879 0 PLANNED PARENTHOOD NORTH CENTRAL STATES FOUNDATION SUPPORTS THE MISSION OF PLANNED PARENTHOOD NORTH CENTRAL STATES BY RECEIVING GIFTS AND BEQUESTS AND HOLDING, ADMINISTERING, AND DISPOSING OF THE SAME IN ORDER TO GROW, SUSTAIN AND SUPPORT THE WORK OF PLANNED PARENTHOOD NORTH CENTRAL STATES. 2274950 1 1 0 0 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 1 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 1 1 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA FL MN NY X PLANNED PARENTHOOD NORTH CENTRAL STATES 6516965500 671 VANDALIA STREET ST PAUL MN 55114 RUTH RICHARDSON PRESIDENT & DIRECTOR 1.00 39.00 X X 0 446241 39197 RANDY DRAGER FINANCIAL EXECUTIVE 1.00 39.00 X 0 236525 21863 DEREK GROVES PRESIDENT (AS OF FEBRUARY 2024) 40.00 0.00 X 0 0 0 TOM SANDERS CHAIR 1.00 2.00 X X 0 0 0 DEB ROESLER SECRETARY TREASURER (THROUGH 12/31/23) 1.00 0.00 X X 0 0 0 SHARON SAYLES-BELTON SECRETARY/TREASURER (AS OF 1/1/24) 1.00 0.00 X X 0 0 0 KATHARINE L KELLY DIRECTOR (AS OF 1/1/24) 1.00 0.00 X 0 0 0 MEREDITH L MOORE DIRECTOR (AS OF 1/1/24) 1.00 0.00 X 0 0 0 PATRICE SAYRE DIRECTOR (AS OF 1/1/24) 1.00 1.00 X 0 0 0 SUSAN UGAI DIRECTOR (AS OF 1/1/24) 1.00 1.00 X 0 0 0 SUSAN WEINBERG DIRECTOR (THROUGH 12/31/23) 1.00 0.00 X 0 0 0 0 682766 61060 0 0 1 0 0 90841 147821 59955 238662 93606 93606 332268 0 0 93606 2078879 2078879 149748 149748 86 86 22035 22035 9141 9141 265154 40131 225023 1178086 155940 1022146 600 600 EQUIPMENT 10305 10305 PROPERTY TAXES -22279 -22279 3691755 2274950 1416805 0 4180882 967490 683109 269500 3193 3868 38248481 10039130 28859669 28209351 40849972 30737320 3602589 18587201 78179414 78774730 58182 37195 6941898 6478924 299498 0 7299578 6516119 X 46110759 46376083 24769077 25882528 70879836 72258611 78179414 78774730 -3359487 4738262 0 X X 0 1 X 1 0 X X X 2 PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA 410948382 7 0 2078879 0 PLANNED PARENTHOOD OF THE HEARTLAND INC 420727488 7 0 0 0 2 2078879 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 PART I, LINE 12G, COLUMN IV: THE FOUNDATION'S ARTICLES OF INCORPORATION IDENTIFY PLANNED PARENTHOOD NORTH CENTRAL STATES AS THE SUPPORTED ORGANIZATION AND LIMIT THE FOUNDATION'S OPERATIONS TO ACTIVITIES THAT SUPPORT PLANNED PARENTHOOD NORTH CENTRAL STATES. PLANNED PARENTHOOD NORTH CENTRAL STATES IS, IN TURN, A TYPE III FUNCTIONALLY INTEGRATED SUPPORTING ORGANIZATION, OF PLANNED PARENTHOOD MINNESOTA, NORTH DAKOTA, SOUTH DAKOTA AND OF PLANNED PARENTHOOD OF THE HEARTLAND, BOTH OF WHICH ARE IDENTIFIED IN PLANNED PARENTHOOD NORTH CENTRAL STATES' ARTICLES OF INCORPORATION. PART IV, SECTION A, LINE 1: THE FOUNDATION'S ARTICLES OF INCORPORATION IDENTIFY PLANNED PARENTHOOD NORTH CENTRAL STATES AS THE SUPPORTED ORGANIZATION AND LIMIT THE FOUNDATION'S OPERATIONS TO ACTIVITIES THAT SUPPORT PLANNED PARENTHOOD NORTH CENTRAL STATES. PLANNED PARENTHOOD NORTH CENTRAL STATES IS, IN TURN, A TYPE III FUNCTIONALLY INTEGRATED SUPPORTING ORGANIZATION, OF PLANNED PARENTHOOD MINNESOTA, NORTH DAKOTA, SOUTH DAKOTA AND OF PLANNED PARENTHOOD OF THE HEARTLAND, BOTH OF WHICH ARE IDENTIFIED IN PLANNED PARENTHOOD NORTH CENTRAL STATES' ARTICLES OF INCORPORATION. SECTION A, LINE 5A: PLANNED PARENTHOOD OF THE HEARTLAND, INC. (EIN: 42-0727488) WAS ADDED AS A SUPPORTED ORGANIZATION BECAUSE PLANNED PARENTHOOD OF THE HEARTLAND FOUNDATION MERGED INTO PLANNED PARENTHOOD MINNESOTA, NORTH DAKOTA, SOUTH DAKOTA FUND AND THE ENTITY WAS RENAMED PLANNED PARENTHOOD NORTH CENTRAL STATES FOUNDATION. PLANNED PARENTHOOD NORTH CENTRAL STATES IS THE PARENT AND TYPE III FUNCTIONALLY INTEGRATED SUPPORTING ORGANIZATION OF BOTH PLANNED PARENTHOOD MINNESOTA, NORTH DAKOTA, SOUTH DAKOTA AND PLANNED PARENTHOOD OF THE HEARTLAND. THESE CHANGES WERE ACCOMPLISHED BY AFFIRMATIVE VOTES OF THE BOARDS OF DIRECTORS OF PLANNED PARENTHOOD NORTH CENTRAL STATES, PLANNED PARENTHOOD MINNESOTA, NORTH DAKOTA, SOUTH DAKOTA FUND, AND PLANNED PARENTHOOD OF THE HEARTLAND FOUNDATION, AS WELL AS BY AMENDMENT TO THE ARTICLES OF INCORPORATION AND BYLAWS OF PLANNED PARENTHOOD MINNEOTA, NORTH DAKOTA, SOUTH DAKOTA FUND IN BECOMING PLANNED PARENTHOOD NORTH CENTRAL STATES FOUNDATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 60341445 245173 60586618 54145487 1495553 4700405 60341445 51898531 2246956 54145487 42466166 941616 8490749 51898531 39170978 2476064 819124 42466166 0.66910 0.33090 0.00000 0 0 4792212 4792212 30902047 9803402 21098645 633602 235728 397874 1920620 1920620 28209351 DUE FROM RELATED ORGANIZATIONS 18587201 18587201 X PART V, LINE 4: THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT FUND ASSETS DESIGNED TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS IT SUPPORTS IN ACCORDANCE WITH EXPLICIT DONOR STIPULATIONS. PART X, LINE 2: PLANNED PARENTHOOD NORTH CENTRAL STATES FOUNDATION IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 509(A) 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 MINNESOTA NORTH DAKOTA SOUTH DAKOTA 671 VANDALIA STREET SAINT PAUL MN 55114 410948382 501(C)(3) 2078879 0 GENERAL OPERATING SUPPORT 1 0 PART I, LINE 2: GRANTS TO THE ORGANIZATION ARE DESIGNATED FOR A SPECIFIC PURPOSE OR ARE A CHARITABLE DONATION THAT DOES NOT REQUIRE REPORTING AFTER DISBURSEMENT. 0 1 0 0 0 0 0 0 0 RUTH RICHARDSON PRESIDENT & DIRECTOR 0 446241 0 0 0 0 0 18506 0 20691 0 485438 0 0 RANDY DRAGER FINANCIAL EXECUTIVE 0 236525 0 0 0 0 0 21863 0 0 0 258388 0 0 PART I, LINE 3 PLANNED PARENTHOOD NORTH CENTRAL STATES 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 RANDY DRAGER - $19,801 X 1 59955 DAILY TRADING PRICE 0 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES A STOCK BROKER TO PROCESS DONATED SECURITIES. FORM 990, PART VI, SECTION A, LINE 3 ALL MANAGEMENT SERVICES ARE PROVIDED THROUGH A SERVICES AGREEMENT WITH PLANNED PARENTHOOD MINNESOTA, NORTH DAKOTA, SOUTH DAKOTA. 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 ARTICLES OF INCORPORATION WERE AMENDED IN NOVEMBER 2023 (A) TO CHANGE ITS NAME TO PLANNED PARENTHOOD NORTH CENTRAL STATES FOUNDATION AND (B) TO UPDATE ITS MISSION STATEMENT TO DESIGNATE PLANNED PARENTHOOD NORTH CENTRAL STATES AS ITS SUPPORTED ORGANIZATION. THE BYLAWS WERE AMENDED IN DECEMBER 2023 (A) TO REFLECT THE NAME CHANGE TO PLANNED PARENTHOOD NORTH CENTRAL STATES FOUNDATION, (B) TO CHANGE THE MINIMUM NUMBER OF BOARD MEMBERS TO FIVE AND THE MAXIMUM NUMBER OF BOARD MEMBERS TO FIFTEEN, (C) TO DESIGNATE THE PRESIDENT & CEO OF PLANNED PARENTHOOD NORTH CENTRAL STATES AS AN EX OFFICIO VOTING MEMBER OF THE BOARD OF DIRECTORS, (D) TO GIVE PLANNED PARENTHOOD NORTH CENTRAL STATES THE POWER TO APPOINT UP TO THREE BOARD MEMBERS FROM PLANNED PARENTHOOD NORTH CENTRAL STATES' BOARD OF DIRECTORS, (E) TO CHANGE BOARD MEMBER TERM LIMITS FROM TWO YEARS TO THREE YEARS, AND (F) TO REQUIRE APPROVAL BY PLANNED PARENTHOOD NORTH CENTRAL STATES' BOARD OF DIRECTORS FOR ANY AMENDMENTS TO THE ARTICLES OF INCORPORATION OR BYLAWS. FORM 990, PART VI, SECTION A, LINE 7A THROUGH DECEMBER 31, 2023, THREE OF THE FIVE BOARD MEMBERS WERE APPOINTED AND COULD BE REMOVED AT ANY TIME WITH OR WITHOUT CAUSE BY THE BOARD OF DIRECTORS OF PLANNED PARENTHOOD NORTH CENTRAL STATES. AS OF JANUARY 1, 2024, THE PRESIDENT & CEO OF PLANNED PARENTHOOD NORTH CENTRAL STATES IS AN EX OFFICIO VOTING MEMBER OF THE BOARD OF DIRECTORS. ADDITIONALLY, PLANNED PARENTHOOD NORTH CENTRAL STATES' BOARD OF DIRECTORS MAY APPOINT UP TO THREE OF ITS BOARD MEMBERS TO PLANNED PARENTHOOD NORTH CENTRAL STATES FOUNDATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B AS OF JANUARY 1, 2024, ANY AMENDMENTS TO THE ARTICLES OF INCORPORATION OR BYLAWS REQUIRE APPROVAL OF PLANNED PARENTHOOD NORTH CENTRAL STATES' BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S EXECUTIVE MANAGEMENT TEAM CONDUCTED A DETAILED REVIEW OF THE FORM 990 AND PRESENTED THE FORM 990 TO THE FULL BOARD FOR ITS REVIEW AND APPROVAL PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO BOARD MEMBERS, COMMITTEE MEMBERS AND OFFICERS. ALL COVERED INDIVIDUALS ARE REQUIRED TO DISCLOSE TO THE BOARD OF DIRECTORS ANY POSSIBLE CONFLICT OF INTEREST. THE INDIVIDUAL WITH A CONFLICT OF INTEREST IS NOT PERMITTED TO VOTE ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 PLANNED PARENTHOOD NORTH CENTRAL STATES 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: 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 PRESIDENT 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 THE PRESIDENT'S COMPENSATION. THE PRESIDENT 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. LITTLE CANADA MEDICAL BUILDING LLC 671 VANDALIA STREET SAINT PAUL MN 55114 472262459 PROVIDE CLINIC SPACE FOR PATIENT SERVICES MN 533 2185901 PLANNED PARENTHOOD NORTH CENTRAL STATES FOUNDATION 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 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 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 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 OF THE HEARTLAND FOUNDATION 818 5TH AVENUE SUITE 200 DES MOINES IA 50309 421240096 SUPPORT PLANNED PARENTHOOD OF THE HEARTLAND IA 501(C)(3) LINE 12A, I PLANNED PARENTHOOD NORTH CENTRAL STATES 0 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 0 1 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0