PLANNED PARENTHOOD OF INDIANA AND: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PLANNED PARENTHOOD OF INDIANA AND (EIN 35-0874276)
- Tax period
- 2020-07-01 to 2021-03-31
- Filed
- 2022-02-12
- IRS object ID
- 202210439349300706
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule J
- Schedule M
- Schedule N
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-12T08:24:41-06:00 | ReturnTs |
| Tax Period End | 2021-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351178661 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 N MERIDIAN ST SUITE 200 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350874276 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANNED PARENTHOOD OF INDIANA AND | BusinessNameLine1Txt |
| Business Name Line2 | KENTUCKY INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PLAN | BusinessNameControlTxt |
| Phone | 3176374378 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 SOUTH MERIDIAN STREET NO 400 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46225 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT BOYD | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 3176374378 | PhoneNum |
| Signature | 2022-02-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SCOTT | PersonFirstNm |
| Person Last | BOYD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANGELA N CRAWFORD CPA | PreparerPersonNm |
| PTIN | P00573197 | PTIN |
| Phone | 3176334705 | PhoneNum |
| Preparation | 2022-02-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Principal Officer | SCOTT BOYD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 SOUTH MERIDIAN STREET NO 400 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,298,608 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PLANNEDPARENTHOOD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1932 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | OUR MISSION IS TO SERVE PERSONS IN INDIANA AND KENTUCKY - WITHOUT BIAS OR JUDGMENT, WITHOUT FEAR, WITHOUT FAIL - BY PROVIDING ACCESS TO HIGH-QUALITY HEALTH CARE CONFIDENTIALLY AND COMPASSIONATELY; BY REDUCING UNINTENDED PREGNANCIES AND SEXUALLY TRANSMITTED DISEASES THROUGH AGE-APPROPRIATE AND ACCURATE SEXUAL HEALTH EDUCATION; AND BY ADVOCATING FOR FREEDOM OF INDIVIDUAL CHOICE IN ALL MATTERS OF SEXUAL HEALTH AND REPRODUCTIVE JUSTICE. | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 292 | TotalEmployeeCnt |
| Total Volunteers | 165 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,658,434 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,670,477 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,572,403 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,071,876 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$1,112,987 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,424 | CYInvestmentIncomeAmt |
| PY Other Revenue | $139,375 | PYOtherRevenueAmt |
| CY Other Revenue | $511,769 | CYOtherRevenueAmt |
| PY Total Revenue | $15,257,225 | PYTotalRevenueAmt |
| CY Total Revenue | $12,264,546 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,589,109 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,417,195 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $551,645 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,405,040 | PYOtherExpensesAmt |
| CY Other Expenses | $9,451,168 | CYOtherExpensesAmt |
| PY Total Expenses | $21,994,149 | PYTotalExpensesAmt |
| CY Total Expenses | $17,868,363 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$6,736,924 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,603,817 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,886,339 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,719,717 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,166,622 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $0 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION IS TO SERVE PERSONS IN INDIANA AND KENTUCKY - WITHOUT BIAS OR JUDGMENT, WITHOUT FEAR, WITHOUT FAIL - BY PROVIDING ACCESS TO HIGH-QUALITY HEALTH CARE CONFIDENTIALLY AND COMPASSIONATELY; BY REDUCING UNINTENDED PREGNANCIES AND SEXUALLY TRANSMITTED DISEASES THROUGH AGE-APPROPRIATE AND ACCURATE SEXUAL HEALTH EDUCATION; AND BY ADVOCATING FOR FREEDOM OF INDIVIDUAL CHOICE IN ALL MATTERS OF SEXUAL HEALTH AND REPRODUCTIVE JUSTICE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $14,525,371 | ExpenseAmt |
| Revenue | $9,547,105 | RevenueAmt |
| Desc | PATIENT SERVICES:PROVIDES HEALTH CARE SERVICES TO MORE THAN 51,000 PEOPLE AT 19 HEALTH CENTERS IN INDIANA AND KENTUCKY TO ENSURE ALL INDIVIDUALS CAN ACCESS HIGH-QUALITY REPRODUCTIVE AND PREVENTIVE HEALTH CARE. EDUCATION AND TRAINING:ENGAGES TEENAGERS, PARENTS, AND COMMUNITY PARTNERS AND PROVIDES HONEST, MEDICALLY ACCURATE INFORMATION WITH THE GOALS OF ENCOURAGING RESPONSIBLE DECISIONS AND IMPROVING SEXUAL HEALTH FOR FUTURE GENERATIONS IN INDIANA AND KENTUCKY.PUBLIC POLICY:WORKS THROUGH COMMUNITY ENGAGEMENT AND POLICY-RELATED ADVOCACY TO EXPAND ACCESS TO ALL REPRODUCTIVE HEALTH SERVICES AND PROTECT THE RIGHT OF INDIVIDUALS TO MAKE DECISIONS ABOUT THEIR REPRODUCTIVE LIVES BASED ON MEDICALLY ACCURATE INFORMATION. | Desc |
| Total Program Service Expenses | $14,525,371 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | Yes (1) | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 80 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 292 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3176374378 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 SOUTH MERIDIAN STREET NO 400 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46225 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| KRISTEN ROBY DIMLOW | ||||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TUAN NGO | ||||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TERRI PICKENS MANWEILER | ||||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOANNA AMBERGER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARJORIE AU | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL CARTER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| COLLEEN FOSTER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KIM GREENE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NORA HIATT | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TYLER LEPARD | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN LEVY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRAD MJELDE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTIE MOORE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANE MOXNESS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHEMEN NEAL | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KYAN OLANNA | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BETSY SEATON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH SILVER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF SPRUNG | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTINE CHARBONNEAU | ||||||||
| CEO | 1.00 | Yes (X) | $0 | $429,962 | $21,681 | |||
| SUSAN RETZLAFF | ||||||||
| VP PATIENT SERVICES | 40.00 | Yes (X) | $139,590 | $0 | $11,171 | |||
| CHERYL GATZMER | ||||||||
| VP OF FINANCE | 40.00 | Yes (X) | $135,301 | $0 | $17,593 | 1.00 | ||
| JUDI MORRISON | ||||||||
| VP EDUCATION, TRAINING, HR | 40.00 | Yes (X) | $162,068 | $0 | $5,226 | 1.00 | ||
| LYNNE CLAPMAN | ||||||||
| DIRECTOR OF HEALTH SERVICES | 40.00 | Yes (X) | $137,925 | $0 | $10,513 | |||
| ANDRE PAREE-HUFF | ||||||||
| VICE PRESIDENT OF IT | 40.00 | Yes (X) | $163,057 | $0 | $15,333 | |||
| SUSAN NANKIN | ||||||||
| NURSE PRACTITIONER LEAD | 40.00 | $140,200 | $0 | $260 | Yes (X) | |||
| JENNIFER CONDON | ||||||||
| CLINICIAN MANAGER | 40.00 | $123,965 | $0 | $6,620 | Yes (X) | |||
| ABBIE AUGER | ||||||||
| NURSE PRACTITIONER | 40.00 | $124,226 | $0 | $6,054 | Yes (X) | |||
| HANNAH KEENER | ||||||||
| CLINICIAN MANAGER | 40.00 | $110,877 | $0 | $10,597 | Yes (X) | |||
| LISA ROSE | ||||||||
| NURSE PRACTITIONER | 40.00 | $109,300 | $0 | $5,941 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,346,509 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $429,962 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $110,989 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NEXTGEN HEALTHCARE INC | |||||
| PO BOX 809390 | CHICAGO | IL | 60680 | ELECTRONIC HEALTH RECORDS LICENSES AND M | $900,532 |
| MERLINO MEDIA GROUP LLC | |||||
| 7336 57TH AVE NE | SEATTLE | WA | 98115 | ADVERTISING | $832,401 |
| CHANGE HEALTHCARE LLC | |||||
| 5995 WINWARD PARKWAY | ALPHARETTA | GA | 30005 | CALL CENTER | $582,965 |
| NU-AGE INDUSTRIES LLC | |||||
| PO BOX 1543 | PEARL RIVER | NY | 10965 | TECHNOLOGY SERVICES | $458,321 |
| AT&T | |||||
| PO BOX 5090 | CAROL STREAM | IL | 60197 | TECHNOLOGY / TELEPHONE SERVICES | $296,154 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 16 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $43,519 | FederatedCampaignsAmt |
| Government Grants | $87,187 | GovernmentGrantsAmt |
| All Other Contributions | $2,539,771 | AllOtherContributionsAmt |
| Noncash Contributions | $113,880 | NoncashContributionsAmt |
| Total Contributions | $2,670,477 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET PATIENT SERVICE REVENUE | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $9,071,876 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,071,876 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,071,876 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,486 | TotalRevenueColumnAmt |
| Exclusion | $44,486 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $36,540 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $36,540 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,540 | TotalRevenueColumnAmt |
| Exclusion | $36,540 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $34,062 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$34,062 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$34,062 | TotalRevenueColumnAmt |
| Exclusion | -$34,062 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $475,229 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $475,229 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $475,229 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,264,546 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,547,105 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $46,964 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $662,476 | TotalAmt |
| Program Services | $278,240 | ProgramServicesAmt |
| Management And General | $384,236 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,276,640 | TotalAmt |
| Program Services | $5,021,312 | ProgramServicesAmt |
| Management And General | $941,496 | ManagementAndGeneralAmt |
| Fundraising | $313,832 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,765 | TotalAmt |
| Program Services | $42,212 | ProgramServicesAmt |
| Management And General | $7,915 | ManagementAndGeneralAmt |
| Fundraising | $2,638 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $852,172 | TotalAmt |
| Program Services | $681,737 | ProgramServicesAmt |
| Management And General | $127,826 | ManagementAndGeneralAmt |
| Fundraising | $42,609 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $573,142 | TotalAmt |
| Program Services | $458,514 | ProgramServicesAmt |
| Management And General | $85,971 | ManagementAndGeneralAmt |
| Fundraising | $28,657 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,573 | TotalAmt |
| Program Services | $38,351 | ProgramServicesAmt |
| Management And General | $71,222 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,663 | TotalAmt |
| Management And General | $12,663 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,594,076 | TotalAmt |
| Program Services | $1,210,473 | ProgramServicesAmt |
| Management And General | $367,662 | ManagementAndGeneralAmt |
| Fundraising | $15,941 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388,033 | TotalAmt |
| Program Services | $232,820 | ProgramServicesAmt |
| Management And General | $120,290 | ManagementAndGeneralAmt |
| Fundraising | $34,923 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,076,700 | TotalAmt |
| Program Services | $979,797 | ProgramServicesAmt |
| Management And General | $32,301 | ManagementAndGeneralAmt |
| Fundraising | $64,602 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $695,293 | TotalAmt |
| Program Services | $632,716 | ProgramServicesAmt |
| Management And General | $20,859 | ManagementAndGeneralAmt |
| Fundraising | $41,718 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,178,199 | TotalAmt |
| Program Services | $671,573 | ProgramServicesAmt |
| Management And General | $506,626 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,123 | TotalAmt |
| Program Services | $141,223 | ProgramServicesAmt |
| Management And General | $20,175 | ManagementAndGeneralAmt |
| Fundraising | $6,725 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,589 | TotalAmt |
| Program Services | $15,277 | ProgramServicesAmt |
| Management And General | $312 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,736 | TotalAmt |
| Management And General | $24,736 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $410,266 | TotalAmt |
| Program Services | $369,239 | ProgramServicesAmt |
| Management And General | $41,027 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,079 | TotalAmt |
| Program Services | $129,437 | ProgramServicesAmt |
| Management And General | $2,642 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $3,584,403 | $3,584,403 | |
| DUES & SUBSCRIPTIONS | $43,112 | $21,556 | $21,556 |
| LICENSES & TAXES | $18,323 | $16,491 | $1,832 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,868,363 | TotalAmt |
| Program Services | $14,525,371 | ProgramServicesAmt |
| Management And General | $2,791,347 | ManagementAndGeneralAmt |
| Fundraising | $551,645 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,351 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $606,717 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $602,343 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,040 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $726,086 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,907 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,727,006 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,567,262 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,764 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,863 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,886,339 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,717,009 | BOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,002,708 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,719,717 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$3,055,143 | BOYAmt |
| EOY | $0 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,221,765 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,166,622 | BOYAmt |
| EOY | $0 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,886,339 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$5,603,817 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $4,437,195 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,287,902 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,624,150 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,811,877 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,658,434 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,670,477 | CurrentTaxYearAmt |
| Total | $30,052,840 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,287,902 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,624,150 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,811,877 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,658,434 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,670,477 | CurrentTaxYearAmt |
| Total | $30,052,840 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,670,860 | SubstantialContributorsTotAmt |
| Public Support Total170 | $27,381,980 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $121,175 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $75,929 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $98,846 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $103,428 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $81,026 | CurrentTaxYearAmt |
| Total | $480,404 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $103,947 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $96,224 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $93,090 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $155,287 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $475,229 | CurrentTaxYearAmt |
| Total | $923,777 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $31,457,021 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $45,990,567 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.87050 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87130 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | MISCELLANEOUS INCOME - 2016 AMOUNT: $ 103,947. 2017 AMOUNT: $ 96,224. 2018 AMOUNT: $ 93,090. 2019 AMOUNT: $ 155,287. 2020 AMOUNT: $ 475,229. |
| SCHEDULE A, PART II | THE 2020 COLUMN IS FOR THE 6 MONTH PERIOD 7/1/20-12/31/20. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $17,721,842 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $17,721,842 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $17,721,842 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $17,721,842 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $250,000 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $14,383 | CurrentYearMinus3Amt |
| Current Year Minus2 | $924 | CurrentYearMinus2Amt |
| Total | $15,307 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $9,085 | CurrentYearMinus3Amt |
| Total | $9,085 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,939,608 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $718,390 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,657,998 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,849,050 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $98,465 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $7,907 | AdministrativeExpensesAmt |
| End Year Balance | $2,939,608 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,615,449 | BeginningYearBalanceAmt |
| Contributions | $125,000 | ContributionsAmt |
| Investment Earnings Or Losses | $115,911 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $7,310 | AdministrativeExpensesAmt |
| End Year Balance | $2,849,050 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,921,697 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $139,875 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $440,000 | OtherExpendituresAmt |
| Administrative Expenses | $6,123 | AdministrativeExpensesAmt |
| End Year Balance | $2,615,449 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,884,823 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $169,918 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $133,044 | OtherExpendituresAmt |
| End Year Balance | $2,921,697 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.14900 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.81000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04100 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THE ENDOWMENT CONSISTS OF TWO INDIVIDUAL FUNDS, A GENERAL ENDOWMENT FUND FOR WOMEN'S HEALTH AND EDUCATION AND ONE FOR ABORTION PATIENT GRANTS. ITS ENDOWMENT INCLUDES DONOR-RESTRICTED ENDOWMENT FUNDS. THE ORGANIZATION'S POLICY IS TO APPROPRIATE 5% OF ITS ENDOWMENT FUND'S AVERAGE FAIR VALUE OVER THE PRIOR 12 QUARTERS FOR DISTRIBUTION EACH YEAR. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTINE CHARBONNEAU | ||||||||||||||
| CEO | $0 | $376,300 | $0 | $45,156 | $0 | $8,506 | $0 | $8,173 | $0 | $13,508 | $0 | $451,643 | $0 | $0 |
| ANDRE PAREE-HUFF | ||||||||||||||
| VICE PRESIDENT OF IT | $163,057 | $0 | $0 | $0 | $0 | $0 | $4,892 | $0 | $10,441 | $0 | $178,390 | $0 | $0 | $0 |
| JUDI MORRISON | ||||||||||||||
| VP EDUCATION, TRAINING, HR | $102,359 | $0 | $0 | $0 | $59,709 | $0 | $3,071 | $0 | $2,155 | $0 | $167,294 | $0 | $0 | $0 |
| CHERYL GATZMER | ||||||||||||||
| VP OF FINANCE | $135,301 | $0 | $0 | $0 | $0 | $0 | $7,966 | $0 | $9,627 | $0 | $152,894 | $0 | $0 | $0 |
| SUSAN RETZLAFF | ||||||||||||||
| VP PATIENT SERVICES | $139,590 | $0 | $0 | $0 | $0 | $0 | $4,027 | $0 | $7,144 | $0 | $150,761 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | CHRISTIE GILLESPIE RECEIVED SEVERANCE PAY IN THE AMOUNT OF $190,000 UPON LEAVING THE ORGANIZATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $113,881 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION USES SANCTUARY WEALTH TO SELL GIFTS OF STOCK WHEN RECEIVED. | ExplanationTxt |
Schedule N IRS990ScheduleN
Liquidation Of Assets Table LiquidationOfAssetsTableGrp
Liquidation Of Assets Detail LiquidationOfAssetsDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Distri Or Expnss Paid | ALL ASSETS, INCLUDING CASH, ACCOUNTS RECEIVABLE, INVENTORY AND FIXED ASSETS, NET OF LIABILITIES. | AssetsDistriOrExpnssPaidDesc |
| Distribution | 2021-03-31 | DistributionDt |
| Fair Market Value Of Asset | $4,437,195 | FairMarketValueOfAssetAmt |
| Method Of FMV Determination | BOOK VALUE | MethodOfFMVDeterminationTxt |
| EIN | 910686012 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANNED PARENTHOOD OF THE GREAT NORTHWEST HAWAII ALASKA INDIANA AND KY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 E MADISON | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | 501(C)(3) | IRCSectionTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor | Yes (1) | DirectorOfSuccessorInd |
| Employee Of Successor | Yes (1) | EmployeeOfSuccessorInd |
| Owner Of Successor | 0 | OwnerOfSuccessorInd |
| Receive Compensation | 0 | ReceiveCompensationInd |
| Assets Distributed | Yes (1) | AssetsDistributedInd |
| Required To Notify AG | Yes (1) | RequiredToNotifyAGInd |
| Attorney General Notified | Yes (1) | AttorneyGeneralNotifiedInd |
| Liabilities Paid | Yes (1) | LiabilitiesPaidInd |
| Bonds Outstanding | 0 | BondsOutstandingInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2E: | PERSON(S) INVOLVED: ALL BOARD MEMBERS AND OFFICERS |
| PART I, LINE 2E: | EXPLANATION OF INVOLVEMENT: ALL BOARD MEMBERS AND OFFICERS OF PLANNED PARENTHOOD OF INDIANA AND KENTUCKY (PPINK) BECAME BOARD MEMBERS AND OFFICERS OF THE MERGED ENTITY, PLANNED PARENTHOOD GREAT NORTHWEST, HAWAI'I, ALASKA, INDIANA, KENTUCKY (PPGNHAIK). THOSE OFFICERS THAT WERE EMPLOYEES OF PPINK ARE NOW EMPLOYEES OF PPGNHAIK. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, ITEM J, WEBSITE ADDRESS: | HTTPS://WWW.PLANNEDPARENTHOOD.ORG/PLANNED-PARENTHOOD-INDIANA-KENTUCKY |
| FORM 990, PART VI, SECTION A, LINE 3 | PLANNED PARENTHOOD OF THE GREAT NORTHWEST AND HAWAIIAN ISLANDS, INC. PROVIDES MANAGEMENT AND EXECUTIVE LEADERSHIP SERVICES TO THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER IS PLANNED PARENTHOOD OF THE GREAT NORTHWEST AND THE HAWAIIAN ISLANDS, INC. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS: THE FORM 990 REVIEW PROCESS INCLUDES A REVIEW BY THE CHIEF FINANCIAL OFFICER. THE 990 IS PRESENTED AND REVIEWED BY THE FINANCE COMMITTEE WITH A RECOMMENDATION FOR APPROVAL TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS RECEIVES A COMPLETE COPY OF THE FORM 990, INCLUDING SCHEDULES, FOR REVIEW PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY COMPLIANCE: THE POLICY COVERS ALL BOARD MEMBERS, OFFICERS, AND STAFF. EACH BOARD MEMBER IS REQUIRED TO DISCLOSE CONFLICTS AT LEAST ANNUALLY. IN ADDITION OFFICERS AND STAFF ARE REQUIRED TO DISCLOSE CONFLICTS. STAFF RESPONSIBLE FOR PURCHASING AND THOSE WITH CHECK SIGNING AUTHORITY REGULARLY MONITOR TRANSACTIONS FOR ANY BOARD MEMBER, OFFICER, OR STAFF INVOLVEMENT. BOARD MEMBERS RECUSE THEMSELVES FROM DISCUSSION AND VOTING WHEN TRANSACTIONS INVOLVE A POTENTIAL CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION PROCESS: THE BOARD SETS THE COMPENSATION OF THE CEO. THE BOARD REFERS TO AND RELIES UPON THE PLANNED PARENTHOOD FEDERATION OF AMERICA (PPFA) COMPENSATION SURVEY IN DETERMINING THE APPROPRIATE LEVEL OF COMPENSATION. THE COO, IN CONSULTATION WITH THE CEO, SETS THE COMPENSATION OF OTHER KEY EMPLOYEES. MARKET STUDIES ARE CONSULTED TO DETERMINE APPROPRIATE COMPENSATION LEVELS. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION: THE ARTICLES OF INCORPORATION ARE AVAILABLE AT THE SECRETARY OF STATES'S WEBSITE. THE BYLAWS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE NOT AVAILABE FOR PUBLIC INSPECTION. HOWEVER, THE ORGANIZATION DOES PROVIDE AN ANNUAL REPORT AVAILABLE AT ITS WEBSITE: HTTPS://WWW.PLANNEDPARENTHOOD.ORG/PLANNED-PARENTHOOD-INDIANA-KENTUCKY/WHO-WE -ARE/ANNUAL-REPORT. |
| FORM 990, PART XI, LINE 9: | TRANSFER TO PLANNED PARENTHOOD OF THE GREAT NORTHWEST AND HAWAIIAN ISLANDS 4,437,195. |
| FORM 990, PART XII, LINE 1C, OVERSIGHT OF AUDIT: | THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND NO PROCESSES HAVE CHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| PLANNED PARENTHOOD ADVOCATES OF INDIANA AND KENTUCKY INC | ||||||||||
| 200 SOUTH MERIDIAN ST 400 | INDIANAPOLIS | IN | 46225 | 351959672 | PROVIDE ADVOCACY AND EDUCATION REGARDING REPRODUCTIVE CHOICE | IN | 501(C)(4) | PLANNED PARENTHOOD OF INDIANA AND KENTUCKY INC | 0 | |
| PLANNED PARENTHOOD ADVOCATES OF IN AND KY POLITICAL ACTION COMMITTEE | ||||||||||
| 200 SOUTH MERIDIAN ST 400 | INDIANAPOLIS | IN | 46225 | 141910894 | SUPPORTS CANDIDATES IN ELECTORIAL ACTIVITIES | IN | 527 | PLANNED PARENTHOOD VOTES NORTHWEST AND HAWAII | 0 | |
| PLANNED PARENTHOOD ACTION KENTUCKY | ||||||||||
| 200 SOUTH MERIDIAN ST 400 | INDIANAPOLIS | IN | 46225 | 475049056 | SUPPORTS CANDIDATES IN ELECTORIAL ACTIVITIES | IN | 527 | PLANNED PARENTHOOD VOTES NORTHWEST AND HAWAII | 0 | |
| PLANNED PARENTHOOD OF THE GREAT NORTHWEST AND THE HAWAIIAN ISLANDS INC | ||||||||||
| 2001 E MADISON | SEATTLE | WA | 98122 | 910686012 | PROVIDE ADMINISTRATIVE AND OPERATIONAL OVERSIGHT | WA | 501(C)(3) | 0 | LINE 10 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |