2022-05-12T15:31:29-05:00 2021-06-30 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2020-07-01 420727488 PLANNED PARENTHOOD OF THE HEARTLAND INC PLAN 6516965500 671 VANDALIA STREET ST PAUL MN 55114 SARAH A STOESZ PRESIDENT 6516965500 2022-05-11 1 SARAH STOESZ 999009999 KURT BENNION CPA P01469618 6123764500 2022-05-11 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X SARAH A STOESZ 671 VANDALIA STREET ST PAUL MN 55114 18440516 0 X WWW.PPHEARTLAND.ORG X 1934 IA PROVIDE, PROMOTE AND PROTECT REPRODUCTIVE AND SEXUAL HEALTH. 5 2 0 687 0 0 10398087 10480933 7978333 7950738 133 0 102568 -212711 18479121 18218960 690801 812417 0 0 256467 271403 0 0 944374 18043011 21106487 18990279 22190307 -511158 -3971347 10056492 7834300 2335008 3724320 7721484 4109980 X TO PROVIDE, PROMOTE AND PROTECT REPRODUCTIVE AND SEXUAL HEALTH THROUGH HEALTH SERVICES, EDUCATION AND ADVOCACY. 0 0 14140724 0 7949772 IN FY21, PLANNED PARENTHOOD OF THE HEARTLAND, INC. (PPHEARTLAND) SERVED 27,539 PATIENTS IN 10 HEALTH CENTERS LOCATED IN IOWA AND NEBRASKA.OUR HEALTH CENTERS IN IOWA AND NEBRASKA PROVIDED ANNUAL EXAMS; BIRTH CONTROL; EMERGENCY CONTRACEPTION; PREGNANCY TESTING AND OPTIONS COUNSELING; FERTILITY AWARENESS EDUCATION; BREAST/CHEST EXAMS AND MAMMOGRAPHY REFERRAL; TRANSGENDER HORMONE THERAPY; LGBTQ+ CARE; PEP FOR HIV PREVENTION AFTER EXPOSURE TO HIV; PREP FOR HIV PREVENTION; HIV TESTING, EDUCATION AND REFERRAL; SCREENING & TREATMENT FOR ANXIETY AND DEPRESSION; TESTING AND TREATMENT FOR STDS/STIS, UTIS, VAGINAL AND BLADDER INFECTIONS; (CONTINUED IN SCHEDULE O)HPV AND HEPATITIS B VACCINATIONS; AND REFERRALS FOR ADDITIONAL CARE. ABORTION CARE, COLPOSCOPY, LEEP, VASECTOMY AND MISCARRIAGE MANAGEMENT WERE OFFERED AT SELECTED SITES. SELECT SERVICES WERE OFFERED VIA TELEHEALTH. 31% OF CLIENTS RECEIVING CARE WERE AT OR BELOW 200% OF THE FEDERAL POVERTY LEVEL.PLANNED PARENTHOOD IS A WELL-KNOWN AND TRUSTED PROVIDER, CONSISTENTLY DELIVERING COMPASSIONATE CARE TO OUR CLIENTS IN A SUPPORTIVE ENVIRONMENT. OUR HEALTH CENTERS SERVE AS A GATEWAY FOR OUR CLIENTS TO OTHER ESSENTIAL HEALTH CARE SERVICES AND MANY OF OUR CLIENTS REPORT THAT WE ARE THEIR PRIMARY SOURCE OF HEALTH CARE, PARTICULARLY IN RURAL AREAS. TO PROVIDE ACCESS FOR PATIENTS WHO OFTEN FACE BARRIERS TO SERVICE, PLANNED PARENTHOOD OFFERS WALK-IN APPOINTMENTS AND SAME DAY SCHEDULING, ONLINE APPOINTMENT SCHEDULING AND TEXT OR EMAIL APPOINTMENT REMINDERS, TELEHEALTH, A CENTRALIZED REFILL CENTER, AND A COMMITMENT TO PROVIDING INCLUSIVE CARE TO ALL CLIENTS.PPHEARTLAND PROVIDES AGE-APPROPRIATE, RESEARCH-INFORMED EDUCATION PROGRAMS IN REPRODUCTIVE HEALTH, HUMAN DEVELOPMENT AND SEXUALITY EDUCATION FOR YOUTH AND ADULTS IN A VARIETY OF COMMUNITY- AND SCHOOL-BASED SETTINGS. 1456569 323843 966 PPHEARTLAND PROVIDES AGE-APPROPRIATE, RESEARCH-INFORMED EDUCATION PROGRAMS IN REPRODUCTIVE HEALTH, HUMAN DEVELOPMENT AND SEXUALITY EDUCATION FOR YOUTH AND ADULTS IN A VARIETY OF COMMUNITY- AND SCHOOL-BASED SETTINGS. PPHEARTLAND EDUCATION PROGRAMS REACHED 12,827 YOUTH AND ADULTS ACROSS IOWA AND NEBRASKA DURING FY2021. THIRTY-NINE PERCENT OF ALL PRESENTATIONS OCCURRED IN PARTNERSHIP WITH K12 SCHOOLS. THE GOAL OF PPHEARTLAND'S EDUCATION PROGRAMS IS TO REDUCE THE HIGH INCIDENCE OF TEEN AND UNINTENDED PREGNANCIES AND STIS IN ITS AFFILIATE TERRITORY. (CONTINUED IN SCHEDULE O)PPHEARTLAND'S TRAINED EDUCATORS WORK IN COMMUNITIES THROUGH A BROAD BASE OF COLLABORATING AGENCIES TO PROVIDE MEDICALLY ACCURATE PREVENTION EDUCATION. EDUCATORS CONDUCT COMMUNITY OUTREACH AT HEALTH FAIRS AND COMMUNITY EVENTS AND FACILITATE EDUCATIONAL PROGRAMMING WITH YOUTH AND ADULTS. IN FY2021, EDUCATORS FACILITATED 410 SINGLE- AND MULTI-SESSION PRESENTATIONS AND TABLED AT 11 EVENTS. 591504 488574 0 PUBLIC AFFAIRS STAFF IN IOWA AND NEBRASKA ENGAGED VOLUNTEERS IN ALMOST 4,000 HOURS OF OUTREACH, ADVOCACY AND ENGAGEMENT ACTIVITIES AT HEALTH CENTERS, ON COLLEGE CAMPUSES, AND IN THE COMMUNITY. ENGAGEMENT TACTICS CONTINUED TO BE CONDUCTED VIRTUALLY TO PROTECT THE HEALTH AND SAFETY OF OUR STAFF, VOLUNTEERS, AND COMMUNITIES WHILE THE PANDEMIC PERSISTED.IN IOWA, DESPITE THE COVID 19 PANDEMIC, PUBLIC AFFAIRS STAFF AND VOLUNTEERS EXECUTED AN EXTENSIVE OUTREACH PROGRAM TO INCREASE SUPPORT FOR SEXUAL AND REPRODUCTIVE HEALTH AND PARTICIPATION BEYOND CENTRAL AND EASTERN IOWA. THIS EFFORT INCLUDED USING MORE DIGITAL COMMUNICATIONS, SOCIAL MEDIA, AND SHIFTING IN-PERSON EVENTS TO ONLINE EVENTS.(CONTINUED IN SCHEDULE O)IOWA PUBLIC AFFAIRS STAFF CONTINUED WORKING WITH THE LATINX COMMUNITY VIA THEIR RAIZ PROGRAM BY COLLABORATING WITH LATINX ORGANIZATIONS, CREATING WELL-BEING WORKSHOPS WITH ALLIED PARTNERS, AND TABLING AT EVENTS WITH COVID PRECAUTIONS LIKE LATINO FESTIVAL IN DES MOINES.IN NEBRASKA, STAFF CONDUCTED CIVIC ENGAGEMENT WORK IN THE COMMUNITY. WE WORKED WITH HEALTH CENTER STAFF, VOLUNTEERS, AND COMMUNITY BUSINESSES, ORGANIZATIONS, AND PARTNERS TO FOCUS ON VOTER ENGAGEMENT. STAFF ALSO PARTICIPATED IN THE NEBRASKA CIVIC ENGAGEMENT TABLE TO WORK IN PARTNERSHIP WITH OVER 60 OTHER 501C3 ORGANIZATIONS WORKING TO EMPOWER THE DIVERSE AMERICAN ELECTORATE.IN THE FALL, IOWA PUBLIC AFFAIRS STAFF EMPOWERED SEVERAL HEALTH CENTER PATIENTS WHO EXPRESSED THEIR DESIRE TO BECOME VOLUNTEERS AND WORKED WITH THE SPEAKER'S BUREAU PROGRAM MEMBERS TO SHARE THEIR STORIES. IT ALSO EMPOWERED AND SUPPORTED YOUTH ACTIVISM VIA GENERATION ACTION STUDENT GROUPS ON TWO ACTIVE CAMPUSES. ENGAGEMENT AND OUTREACH CONTINUED ONLINE FOR MEMBERS ON THE OTHER CAMPUSES. TWO NEW CAMPUSES WERE INVOLVED IN STARTING A YOUTH GROUP VIA A GENERATION ACTION PROGRAM AT THEIR UNIVERSITIES.STAFF IN IOWA AND NEBRASKA CONTINUE TO ENGAGE PATIENT STORYTELLERS THROUGH THE HEALTH CENTER ADVOCACY PROGRAM, BOTH THROUGH HEALTH CENTER ADVOCACY TABLES IN EIGHT HEALTH CENTERS IN IOWA AND TWO IN NEBRASKA THAT ALLOW PATIENTS TO SIGN UP TO PARTICIPATE IN VARIOUS ADVOCACY AND EDUCATIONAL PROGRAMMING AND THROUGH THE ACTUAL SPEAKERS BUREAU PROGRAM. ALL PROGRAMS SHIFTED INTO THE DIGITAL SPACE IN RESPONSE TO COVID-19.IN NEBRASKA, PUBLIC AFFAIRS STAFF WORKED WITH 21 ACTIVE SPEAKERS' BUREAU MEMBERS TO SHARE THEIR STORIES WITH LAWMAKERS, MEDIA, AND OTHER PP SUPPORTERS. MEMBERS ALSO PROVIDED EDUCATION TO OTHERS ABOUT HOW TO SHARE THEIR STORY AND PROVIDED VIRTUAL PROGRAMMING DURING ANNUAL FUNDRAISING EVENTS IN OMAHA AND LINCOLN, HELPING TO STEWARD OVER 150 DONORS.THE IOWA PUBLIC AFFAIRS STAFF REACHED OUT TO SUPPORTERS AND VOTERS ON NATIONAL VOTER REGISTRATION DAY AND IN THE LATINX COMMUNITY VIA THEIR RAIZ PROGRAM.IN NEBRASKA, PUBLIC AFFAIRS STAFF PROVIDED EDUCATIONAL PROGRAMMING TO OVER 100 COMMUNITY SUPPORTERS ON HOW TO TALK TO THEIR STATE REPRESENTATIVES AND OTHERS ABOUT SEXUAL AND REPRODUCTIVE HEALTHCARE. THIS WAS CONDUCTED ENTIRELY ONLINE DUE TO THE PANDEMIC. IN LINCOLN AND OMAHA, PUBLIC AFFAIRS STAFF CONTINUED TO TRAIN SUPPORTERS TO VOLUNTEER AS HEALTH CENTER PATIENT ESCORTS AT THEIR RESPECTIVE HEALTH CENTERS. SUPPORTERS FILLED 373 VOLUNTEER SHIFTS AND CONTRUBUTED OVER 700 HOURS TO ESCORT PATIENTS AND ENSURE THEY COULD SAFELY ENTER AND LEAVE THE HEALTH CENTER.STAFF IN IOWA AND NEBRASKA SPOKE REGULARLY WITH MEMEBERS OF THE PRESS/MEDIA ABOUT SEXUAL AND REPRODUCTIVE HEALTH SERVICES AND RIGHTS. IOWA PUBLIC AFFAIRS STAFF GAVE PRESS INTERVIEWS WITH STATE AND NATIONAL JOURNALISTS TO SHARE INFORMATION ABOUT THE TEMPORARY BAN ON ABORTION IN THE STATE THAT OCCURRED AT THE BEGINNING OF THE PANDEMIC WHEN GOVERNOR REYNOLDS DETERMINED THAT ABORTION IS NOT AN ESSENTIAL SERVICE. THE ORGANIZATION FILED A LAWSUIT IN RESPONSE AND WAS ABLE TO PROTECT ABORTION SERVICES. LATER IN THE SPRING OF 2020 THE POTENTIAL CONSTITUTIONAL AMENDMENT RESTRICTING ABORTION BEGIN TO GENERATE MEDIA AND PRESS ATTENTION FROM ACROSS THE REGION. 16188797 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 1 0 1 27 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 5 2 0 1 0 0 0 1 1 1 1 0 1 1 1 1 1 1 1 1 0 0 0 X PLANNED PARENTHOOD NORTH CENTRAL STATES 6516965500 671 VANDALIA STREET ST PAUL MN 55114 SARAH STOESZ PRESIDENT & DIRECTOR 1.00 39.00 X X 0 453306 33798 CINDY KAISER SECRETARY & COO 1.00 39.00 X X 0 298764 32859 MICHAEL HOBAN TREASURER & CFO 1.00 39.00 X X 0 209777 43829 ROBERT SHAW MD CHAIR 1.00 2.00 X X 0 0 0 LOREE MILES VICE CHAIR 1.00 1.00 X X 0 0 0 0 961847 110486 0 0 1 0 BRIDGE HEALTHCARE PARTNERS LLC 1001 S MONACO PKWY 210 DENVER CO 80224 IT SERVICES 1467164 PLANNED PARENTHOOD HEARTLAND FOUNDATION 671 VANDALIA STREET ST PAUL MN 55114 ADMINISTRATION & OPERATIONS 667721 TEGRETE 4111 MACKENZIE COURT NE SUITE 100 ST MICHAEL MN 55376 BUILDING MAINTENANCE 348451 AMERICAN SECURITY LLC PO BOX 1150 MINNEAPOLIS MN 55480 SECURITY 260119 NEXTGEN HEALTHCARE INC PO BOX 511449 LOS ANGELES CA 90051 PATIENT SERVICES 202576 18 607048 291400 3173851 6408634 1331648 10480933 CLINIC SERVICES 624100 7949772 7949772 EDUCATIONAL SERVICES 611710 966 966 7950738 3606 607048 221556 -217950 -217950 MISCELLANEOUS INCOME 900099 5239 5239 5239 18218960 7950738 0 -212711 X 812417 812417 218944 350463 -45306 -86213 52459 10514 41359 586 1594380 608532 626357 359491 56418 56418 9757383 7563920 1577797 615666 381898 358002 23673 223 541539 439129 84086 18324 1978665 657147 1309916 11602 1417075 963600 452650 825 243970 198568 37852 7550 82312 73075 4256 4981 1725 1725 472340 262376 208952 1012 304589 265968 38621 MEDICAL SUPPLIES 2897209 2849464 47745 MISCELLANEOUS EXPENSES 1376984 775622 591035 10327 22190307 16188797 5057136 944374 5272206 2230787 2234039 2675699 432565 562360 307498 321887 105245 155251 7247568 5821343 1534246 1426225 97264 137693 65592 58944 7837 265454 10056492 7834300 292390 217744 2042618 3506576 2335008 3724320 X 3358265 948190 4363219 3161790 7721484 4109980 10056492 7834300 -3971347 359843 0 X 0 1 X 1 1 1 X 12002067 12827905 12341208 10398087 10484539 58053806 12002067 12827905 12341208 10398087 10484539 58053806 8801863 49251943 7570 11730 8607 133 28040 147428 82675 284126 301791 5239 821259 58903105 40772209 0.83620 0.81490 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME CALL CENTER REVENUE FUNDRAISING EVENT REVENUES RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 73691 0 63251 0 136942 21245933 124595021 21245933 124731963 1000000 1000000 250000 250000 0 0 0 0 857263 1000000 1000000 1000000 3857263 5785895 171984 181665 164038 136942 654629 214316 250000 250000 250000 964316 1446474 140501 89600 105059 73691 408851 2789706 2315451 474255 3907472 3505892 401580 550390 550390 1426225 DUE TO RELATED ORGANIZATIONS 3506576 3506576 X PART X, LINE 2: PLANNED PARENTHOOD OF THE HEARTLAND, INC. 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. SHINE 304350 300744 3606 5000 20630 MOXIE 89602 89602 6000 5698 7 216702 216702 12536 8500 163192 610654 607048 3606 12536 19500 189520 221556 -217950 1 LUTHERAN SERVICES IN IOWA 3116 UNIVERSITY AVENUE DES MOINES IA 50311 420698267 501(C)(3) 51331 CAPP AND TPPP PROGRAM DISTRIBUTIONS GIRLS INC OF SIOUX CITY PO BOX 3380 SIOUX CITY IA 511023380 421272032 501(C)(3) 15360 CAPP AND TPPP PROGRAM DISTRIBUTIONS YOUNG WOMEN'S RESOURCE CENTER 818 5TH AVENUE DES MOINES IA 50309 510186073 501(C)(3) 15067 CAPP PROGRAM DISTRIBUTIONS COMMUNITY YOUTH CONCEPTS 1446 MARTIN LUTHER KING JR PKWY DES MOINES IA 50314 262996028 501(C)(3) 10249 CAPP PROGRAM DISTRIBUTIONS CHARLES DREW HEALTH CENTER 2915 GRANT STREET OMAHA NE 68111 470666715 501(C)(3) 53650 TPPP PROGRAM DISTRIBUTIONS MILLS COUNTY PUBLIC HEALTH 101 CENTRAL STREET GLENWOOD IA 51534 426004708 501(C)(3) 40402 CAPP AND TPPP PROGRAM DISTRIBUTIONS PLANNED PARENTHOOD VOTERS OF IOWA 671 VANDALIA STREET ST PAUL MN 55114 421357011 501(C)(4) 228819 TO SUPPORT THE MISSION OF PLANNED PARENTHOOD VOTERS OF IOWA PLANNED PARENTHOOD VOTERS OF NEBRASKA 671 VANDALIA STREET ST PAUL MN 55114 470762497 501(C)(4) 259755 TO SUPPORT THE MISSION OF PLANNED PARENTHOOD VOTERS OF NEBRASKA 6 2 PART I, LINE 2: PLANNED PARENTHOOD OF THE HEARTLAND, INC. (PPHEARTLAND) MONITORS THE USE OF FUNDS BY RELATED ORGANIZATIONS THROUGH COMMON EXECUTIVE MANAGEMENT. ON A PERIODIC BASIS, THE DIRECTOR OF PUBLIC AFFAIRS WILL SEND A MEMO TO THE AFFILIATE REQUESTING A GRANT. THE GRANT REQUEST WILL DETAIL THE LINE ITEMS AND ACTIVITIES THAT FUNDS HAVE BEEN REQUESTED FOR, AS WELL AS TIME PERIOD. THE REQUEST IS MADE TO THE PRESIDENT AND CFO OF PLANNED PARENTHOOD NORTH CENTRAL STATES. PPHEARTLAND MONITORS THE USE OF FUNDS GIVEN TO CAPP AND TPPP PROGRAM THROUGH PERIOD REVIEWS AND AUDITS. 0 1 0 0 0 0 0 0 0 SARAH STOESZ PRESIDENT & DIRECTOR 0 453306 0 0 0 0 0 25000 0 8798 0 487104 0 0 CINDY KAISER SECRETARY & COO 0 298764 0 0 0 0 0 25125 0 7734 0 331623 0 0 MICHAEL HOBAN TREASURER & CFO 0 209777 0 0 0 0 0 19500 0 24329 0 253606 0 0 PART I, LINE 3 THE ORGANIZATION'S PRESIDENT IS SARAH STOESZ, THE PRESIDENT & CEO OF PLANNED PARENTHOOD NORTH CENTRAL STATES. THE ORGANIZATION RELIED ON PLANNED PARENTHOOD NORTH CENTRAL STATES IN SETTING HER COMPENSATION. PLANNED PARENTHOOD NORTH CENTRAL STATES USED THE FOLLOWING METHODS TO ESTABLISH THE PRESIDENT'S COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PART I, LINE 4B 457(F) PLAN CONTRIBUTIONS SARAH STOESZ - $73,064 CINDY KAISER - $71,914 MICHAEL HOBAN - $20,454 X 4081 1309509 FMV X 78 10949 FMV X 3 6691 FMV X MISCELLANEOUS 500 4500 FMV 0 0 1 1 PART I, LINE 32B: PLANNED PARENTHOOD OF THE HEARTLAND UTILIZED A STOCKBROKER FROM MERILL LYNCH WHO COMPLETED ALL STOCK TRANSACTIONS FOR THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 3 ALL MANAGEMENT AND OTHER EMPLOYEE SERVICES ARE PROVIDED THROUGH A SERVICES AGREEMENT WITH PLANNED PARENTHOOD NORTH CENTRAL STATES. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S BOARD OF DIRECTORS IS COMPOSED OF PLANNED PARENTHOOD NORTH CENTRAL STATES' CEO, COO AND CFO, AS WELL AS TWO AT-LARGE DIRECTORS ELECTED BY PLANNED PARENTHOOD NORTH CENTRAL STATES' BOARD OF DIRECTORS. ONE OF THE AT-LARGE DIRECTORS MUST BE A BOARD MEMBER OF PLANNED PARENTHOOD NORTH CENTRAL STATES AND ONE MUST BE A BOARD MEMBER OF PLANNED PARENTHOOD OF THE HEARTLAND FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING ACTIONS REQUIRE APPROVAL BY PLANNED PARENTHOOD NORTH CENTRAL STATES' BOARD OF DIRECTORS TO BE EFFECTIVE: (A) APPROVAL OF THE ANNUAL AND LONG-TERM STRATEGIC PLANS; (B) APPROVAL OF THE ANNUAL OPERATING AND CAPITAL BUDGET AND FINANCIAL FORECAST; (C) INCURRENCE OF INDEBTEDNESS; (D) MERGER, CONSOLIDATION, DISSOLUTION OR SALE OF SUBSTANCIALLY ALL OF THE ORGANIZATION'S ASSETS; AND (E) AMENDMENT, MODIFICATION OR TERMINATION OF THE ARTICLES OF INCORPORATION OR BYLAWS. 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 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. ("PPH") 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 PPH. LAST, WHEN THEY ARE ENGAGED IN SOME CAPACITY OR HAVE A MATERIAL FINANCIAL INTEREST IN A BUSINESS OR ENTERPRISE THAT COMPETES WITH PPH. 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'S PRESIDENT & CEO IS SARAH STOESZ, THE PRESIDENT & CEO OF PLANNED PARENTHOOD NORTH CENTRAL STATES. THE ORGANIZATION RELIED ON PLANNED PARENTHOOD NORTH CENTRAL STATES IN SETTING HER COMPENSATION. PLANNED PARENTHOOD NORTH CENTRAL STATES USED THE FOLLOWING METHODS TO ESTABLISH THE PRESIDENT & CEO'S COMPENSATION: PPNCS UTILIZES AN OUTSIDE COMPENSATION CONSULTANT TO CONDUCT A MARKET ANALYSIS OF CEO AND EXECUTIVE COMPENSATION, REPORTING ON BOTH BASE PAY MARKET MEDIAN AND VARIABLE PAY MARKET MEDIAN. 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, IN CONSULTATION WITH THE BOARD'S PERSONNEL AND COMPENSATION COMMITTEE, MAKES THE FINAL DETERMINATION OF SALARY INCREASES FOR OTHER EXECUTIVE COMPENSATION, EXCLUDING HER OWN, BASED ON ANALYSIS BY THE OUTSIDE COMPENSATION CONSULTANT AND ON INDIVIDUAL PERFORMANCE. THIS PROCESS WAS LAST UNDERTAKEN IN 2021 FOR THE CEO, COO, CFO, CDO, CMO, 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. SUMMARIZED FINANCIAL DATA IS AVAILABLE IN THE ORGANIZATION'S ANNUAL REPORT AVAILABLE ON THE WEBSITE. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 7,563,920. MANAGEMENT AND GENERAL EXPENSES 1,577,797. FUNDRAISING EXPENSES 615,666. TOTAL EXPENSES 9,757,383. PLANNED PARENTHOOD NORTH CENTRAL STATES 671 VANDALIA STREET ST PAUL MN 55114 830614523 MANAGEMENT AND STAFFING SERVICES MN 501(C)(3) LINE 12C, III-FI N/A 0 PLANNED PARENTHOOD OF THE HEARTLAND FOUNDATION 671 VANDALIA STREET ST PAUL MN 55114 421240096 SUPPORT PLANNED PARENTHOOD OF THE HEARTLAND IA 501(C)(3) LINE 12A, I PLANNED PARENTHOOD NORTH CENTRAL STATES 0 PLANNED PARENTHOOD VOTERS OF IOWA 671 VANDALIA STREET ST PAUL MN 55114 421357011 EDUCATE SUPPORTERS ON LEGISLATIVE ISSUES IA 501(C)(4) PLANNED PARENTHOOD NORTH CENTRAL STATES 0 PLANNED PARENTHOOD VOTERS OF IOWA PAC 671 VANDALIA STREET ST PAUL MN 55114 421471296 ENGAGE IN POLITICAL SUPPORT OF PRIVACY RIGHTS AND REPRODUCTIVE HEALTH IA 527 PLANNED PARENTHOOD VOTERS OF IOWA 0 PLANNED PARENTHOOD VOTERS OF NEBRASKA 671 VANDALIA STREET ST PAUL MN 55114 470762497 EDUCATE SUPPORTERS ON LEGISLATIVE ISSUES NE 501(C)(4) PLANNED PARENTHOOD NORTH CENTRAL STATES 0 PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA 671 VANDALIA STREET ST 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 ST PAUL MN 55114 411709702 ADVOCACY MN 501(C)(4) PLANNED PARENTHOOD NORTH CENTRAL STATES 0 PLANNED PARENTHOOD MN ND SD FUND 671 VANDALIA STREET ST PAUL MN 55114 473878626 RAISE AND HOLD FUNDS FOR PLANNED PARENTHOOD MN, ND, SD MN 501(C)(3) LINE 12A, I PLANNED PARENTHOOD NORTH CENTRAL STATES 0 PLANNED PARENTHOOD OF MINNESOTA POLITICAL ACTION FUND 671 VANDALIA STREET ST 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 ST 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 0 0 0 0 0 0 1 1 0 1 1 1 1 0 0 PLANNED PARENTHOOD VOTERS OF IOWA B 228819 CASH VALUE PLANNED PARENTHOOD VOTERS OF NEBRASKA B 259755 CASH VALUE PLANNED PARENTHOOD VOTERS OF NEBRASKA 671 VANDALIA STREET ST PAUL MN 55114 470762497 7609 10750 18359 424832 443191 88638 22160 0 0 0 PLANNED PARENTHOOD VOTERS OF IOWA 671 VANDALIA STREET ST PAUL MN 55114 421357011 5892 0 5892 408019 413911 82782 20696 0 0 0 PLANNED PARENTHOOD OF THE HEARTLAND INC 671 VANDALIA STREET ST PAUL MN 55114 420727488 X 0 0 0 21245933 21245933 1000000 250000 0 0 0 PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA 671 VANDALIA STREET ST PAUL MN 55114 410948382 X 0 0 0 45501225 45501225 1000000 250000 0 0 0 PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA ACTION FUND 671 VANDALIA STREET ST PAUL MN 55114 411709702 20451 31296 51747 725006 776753 141513 35378 0 0 0 PLANNED PARENTHOOD NORTH CENTRAL STATES 671 VANDALIA STREET ST PAUL MN 55114 830614523 39738 21206 60944 56290006 56350950 1000000 250000 0 0 0