2018-05-10T09:02:53-05:00 2017-06-30 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2016-07-01 410948382 PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA PLAN 6516965500 671 VANDALIA STREET ST PAUL MN 55114 SARAH A STOESZ PRESIDENT & CEO 6516965500 2018-05-02 1 KURT BENNION P01469618 6123764500 2016 2022-09-23 18:48:47Z SARAH A STOESZ 671 VANDALIA STREET ST PAUL MN 55114 47046136 0 X WWW.PPMNS.ORG X 1968 MN AFFIRMING HUMAN RIGHTS TO REPRODUCTIVE HEALTH AND FREEDOM. 28 28 424 755 0 0 13639073 17220376 25482229 28716814 834889 3590 900871 868159 40857062 46808939 42808568 1023992 0 0 20855045 21123534 0 0 2031540 21014467 21592185 84678080 43739711 -43821018 3069228 14356119 17388184 5519946 5482783 8836173 11905401 X AFFIRMING HUMAN RIGHTS TO REPRODUCTIVE HEALTH AND FREEDOM. 0 0 30797877 669156 28712935 - PATIENT SERVICES -PPMNS SERVED 67,706 PATIENTS AT 19 HEALTH CENTERS IN MINNESOTA AND SOUTH DAKOTA WITH LOCATIONS IN ALEXANDRIA, APPLE VALLEY, BEMIDJI, BROOKLYN PARK, DULUTH, EDEN PRAIRIE, GRAND RAPIDS, MANKATO, MINNEAPOLIS, MOORHEAD, ROCHESTER, RICHFIELD, ST CLOUD, ST PAUL, SOUIX FALLS (SD), VIRGINIA, WILLMAR, AND WOODBURY. OUR HEALTH CENTERS ARE INTEGRAL TO MINNESOTA'S HEALTH CARE SYSTEM OVERALL, OFFERING CRITICAL REPRODUCTIVE HEALTH EXPERTISE STATEWIDE. PLANNED PARENTHOOD HEALTH CENTERS ARE OFTEN THE ONLY SOURCE OF SUBSIDIZED, COMPREHENSIVE FAMILY PLANNING SERVICES, PARTICULARLY IN RURAL AREAS. OUR HEALTH CENTERS PROVIDE EXPERT CARE INCLUDING WELL-WOMEN EXAMS, LGBT SERVICES, CONTRACEPTIVE CARE, PREGNANCY TESTING, (CONTINUED IN SCHEDULE O)PELVIC EXAMS, BREAST EXAMS, MEN'S HEALTH SERVICES, TESTING AND TREATMENT FOR SEXUALLY TRANSMITTED INFECTIONS, HIV TESTING AND EMERGENCY CONTRACEPTION. COLPOSCOPY, LEEP AND ABORTION SERVICES WERE OFFERED AT SELECTED SITES. WE ARE COMMITTED TO SERVING PATIENTS WHO OFTEN FACE BARRIERS TO SERVICE AND WE PROVIDE OUR PATIENTS WITH CULTURALLY RESPONSIVE AND RESPECTFUL CARE, INCLUDING INTERPRETER SERVICES. 76% OF THE PATIENTS WE CARED FOR WERE AT OR BELOW 200% OF THE FEDERAL POVERTY LEVEL. IN ORDER TO PROVIDE THE BEST SERVICES POSSIBLE, PLANNED PARENTHOOD OFFERS CONVENIENT HOURS AND APPOINTMENT TIMES, ONLINE APPOINTMENT SCHEDULING AND ONLINE HEALTH SERVICES, AND THE OPPORTUNITY TO RECEIVE MAIL ORDER BIRTH CONTROL PILLS THROUGH OUR CENTRALIZED REFILL CENTER. 1636739 0 3879 - EDUCATION AND OUTREACH -DURING FISCAL YEAR 2017, EDUCATION AND OUTREACH PROGRAMS REACHED 40,957 PEOPLE, INCLUDING 12,421 YOUTH AND ADULTS ENGAGED THROUGH PEER EDUCATION, CLASSROOM PRESENTATIONS, AND RETREATS. EDUCATION INCLUDED TRAINING 375 PARTICIPANTS ON A VARIETY OF REPRODUCTIVE AND SEXUAL HEALTH TOPICS. NINE PARENT-CHILD RETREATS FOCUSED ON PUBERTY AND REPRODUCTIVE ANATOMY AS WELL AS ENHANCING FAMILY COMMUNICATION AND CONNECTEDNESS. PEER EDUCATORS AND LAY HEALTH ADVISORS REACHED 16,626 PEOPLE ON TOPICS SUCH AS HEALTHY RELATIONSHIPS, BIRTH CONTROL, AND SEXUALLY TRANSMITTED INFECTIONS. IN ADDITION, 16,086 PEOPLE WERE REACHED THROUGH HEALTH FAIRS AND OTHER COMMUNITY EVENTS.(CONTINUED IN SCHEDULE O)EVIDENCE-BASED YOUTH PROGRAMS:ROTO (REACH ONE TEACH ONE) IS A YOUTH PEER EDUCATION PROGRAM CURRENTLY OFFERED IN ROCHESTER, DULUTH, ST. CLOUD, MINNEAPOLIS, MN AND FARGO, ND. IN THE 12 ROTO PROGRAMS THAT OCCURED JULY 2016 - JUNE 2017, 116 PARTICIPANTS RECEIVED INTENSIVE TRAINING ON REPRODUCTIVE AND SEXUAL HEALTH TOPICS. PARTICIPANTS FROM 11 COMPLETED PROGRAMS IN TURN SHARED THEIR KNOWLEDGE WITH THEIR PEERS AND REACHED 2,537 PEOPLE.YOUTH POWER IS A CULTURALLY SPECIFIC PEER EDUCATION PROGRAM FOR AFRICAN IMMIGRANT YOUTH OFFERED IN MINNEAPOLIS AND ROCHESTER, MN. IN THE SIX PROGRAMS THAT OCCURRED FROM JULY 2016 - JUNE 2017, 67 PARTICIPANTS REACHED 1,801 INDIVIDUALS THROUGH ONE-ON-ONE AND SMALL GROUP PEER EDUCATION SESSIONS. NATIVE STAND IS A CULTURALLY SPECIFIC PEER EDUCATION PROGRAM FOR AMERICAN INDIAN YOUTH OFFERED IN BEMIDJI AND CASS LAKE, MN. FROM JULY 2016 - JUNE 2017, TWO YOUTH PROGRAMS HAD 16 PARTICIPANTS WHO REACHED 531 INDIVIDUALS THROUGH ONE-ON-ONE AND SMALL GROUP PEER EDUCATION SESSIONS.HMONG STAR (STUDENTS TEACHING ABOUT RESPONSIBILITY) IS A CULTURALLY SPECIFIC PEER EDUCATION PROGRAM FOR HMONG YOUTH IN THE TWIN CITIES METRO AREA. FROM JULY 2016 - JUNE 2017, 22 YOUTH PARTICIPATED IN TWO PROGRAMS AND IN TURN EDUCATED 642 OF THEIR PEERS.TEEN COUNCIL IS AN INTENSIVE, YEAR-LONG YOUTH DEVELOPMENT PROGRAM FOR 10-12TH GRADE HIGH SCHOOL STUDENTS. PROGRAM ELEMENTS INCLUDE PEER EDUCATION, SERVICE LEARNING, AND INSTRUCTION ON A WIDE VARIETY OF TOPICS RELATED TO REPRODUCTIVE HEALTH AND SEXUALITY. PARTICIPANTS PRACTICE AND LEARN SKILLS SUCH AS PUBLIC SPEAKING, CLASSROOM INSTRUCTION, GOAL SETTING, INTERVIEWING, AND GROUP FACILITATION. THEY RECENTLY BEGAN TRAINING YOUTH AND HEALTH CARE PROVIDERS ON LGBTQ INCLUSIVITY. TEEN COUNCIL PROGRAMS ARE OFFERED IN ROCHESTER, DULUTH, AND ST. PAUL, MN. FROM JULY 2016 - JUNE 2017, 31 TEEN COUNCIL MEMBERS FROM THREE COHORTS REACHED 6,362 PEOPLE THROUGH PEER EDUCATION, PRESENTATIONS, AND OUTREACH IN THE COMMUNITY. QUE ONDA IS A CULTURALLY SPECIFIC PEER EDUCATION PROGRAM FOR LATINO YOUTH, OFFERED IN RICHFIELD AND MINNEAPOLIS, MN. FROM JULY 2016 - JUNE 2017, 56 PARTICIPANTS FROM FIVE QUE ONDA PROGRAMS REACHED 2,090 PEOPLE THROUGH PEER EDUCATION IN THEIR SCHOOLS AND COMMUNITY.SAFER SEX INTERVENTION (SSI) IS A MOTIVATIONAL INTERVIEW PROGRAM THAT WORKS TO REDUCE SEXUALY TRANSMITTED INFECTIONS AND TEEN PREGNANCY AMONG HIGH-RISK FEMALES AGES 10 TO 19 YEARS IN ST. PAUL AND RICHFIELD, MN. FROM JULY 2016 - JUNE 2017, 84 FEMALES WERE REACHED IN PARTNERSHIP WITH RICE STREET AND RICHFIELD PLANNED PARENTHOOD CLINICS.EVIDENCE-BASED ADULT PROGRAMS:PARTNERSHIP PROJECT IS AN ADULT LAY HEALTH ADVISOR PROGRAM WHICH PROVIDES CULTURALLY RELEVANT PROGRAMMING TO AFRICAN IMMIGRANT ADULTS IN THE TWIN CITIES AREA. PROGRAM PARTICIPANTS HELP STRENGTHEN THEIR COMMUNITIES BY BECOMING TRUSTED SOURCES OF ACCURATE INFORMATION ABOUT REPRODUCTIVE HEALTH. FROM JULY 2016 - JUNE 2017, TWO PROGRAMS PROVIDED TRAINING TO 28 PARTICIPANTS WHO IN TURN REACHED 777 PEOPLE.ENTRE AMIGAS TRAINS LATINA WOMEN TO BE LAY HEALTH ADVISORS AND EDUCATE THEIR COMMUNITY ON HEALTHY SEXUALITY AND REPRODUCTIVE HEALTH CARE. THE CULTURALLY SPECIFIC PROGRAM IS OFFERED IN MINNEAPOLIS, MN. FROM JULY 2016 - JUNE 2017, TWO ENTRE AMIGAS PROGRAMS PROVIDED TRAINING TO 20 PARTICIPANTS WHO IN TURN REACHED 827 OF THEIR PEERS.ASKK (ANISHINAABE SEXUAL KNOWLEDGE KEEPERS) IS A CULTURALLY-SPECIFIC PROGRAM FOR AMERICAN INDIAN ADULTS IN BEMIDJI, MN. PARTICIPANTS GAIN KNOWLEDGE ABOUT REPRODUCTIVE HEALTH AND ARE TRAINED TO SHARE THEIR KNOWLEDGE WITH OTHERS. DURING JULY 2016 - JUNE 2017, 19 PARTICIPANTS WERE TRAINED AND SUBSEQUENTLY REACHED 874 PEOPLE.TAKING SHAPE IS A CULTURALLY SPECIFIC EDUCATIONAL PROGRAM FOR AMERICAN INDIAN YOUTH AND ADULTS OFFERED IN BEMIDJI AND DULUTH, MN. FROM JULY 2016 - JUNE 2017, 35 TAKING SHAPE PROGRAMS REACHED 370 INDIVIDUALS, PROVIDING THEM WITH INCREASED KNOWLEDGE ABOUT REPRODUCTIVE AND SEXUAL HEALTH.EVIDENCE-BASED PARENT-CHILD PROGRAMS:MOTHER-DAUGHTER AND MOTHER-SON RETREATS PROVIDE 10 TO 12-YEAR-OLDS AND THEIR MOTHERS (OR FEMALE MENTORS) AN OPPORTUNITY TO LEARN ABOUT PUBERTY AND REPRODUCTIVE ANATOMY AND TO ENHANCE COMMUNICATION AND CONNECTION WITHIN FAMILIES. FROM JULY 2016 - JUNE 2017, 121 PARTICIPANTS ATTENDED 9 RETREATS HELD IN THE TWIN CITIES, BEMIDJI, CASS LAKE, AND DULUTH, MN. OF THOSE, ONE RETREAT WAS FOR AN AFRICAN IMMIGRANT AUDIENCE, ONE WAS FOR A LATINA AUDIENCE, FOUR WERE FOR AN AMERICAN INDIAN AUDIENCE, ONE WAS FOR A HMONG AUDIENCE, AND ONE WAS A MOTHER-SON RETREAT. 940410 354836 0 - PUBLIC AFFAIRS - IN FISCAL YEAR 2017, PUBLIC AFFAIRS STAFF IN MINNESOTA, NORTH DAKOTA AND SOUTH DAKOTA ENGAGED VOLUNTEERS IN OVER 22,000 HOURS OF OUTREACH, ADVOCACY AND ENGAGEMENT ACTIVITIES. THROUGH ONLINE AND OFFLINE ORGANIZING, WE GREW OUR EMAIL LIST BY OVER 25,000 PEOPLE. 3,000 SUPPORTERS ATTENDED OUR ANNUAL SOLIDARITY DAY IN SUPPORT OF PLANNED PARENTHOOD.IN MINNESOTA, PUBLIC AFFAIRS STAFF AND VOLUNTEERS EXECUTED AN OUTREACH PROGRAM TO EDUCATE PPMNS PATIENTS AND THE PUBLIC ABOUT THE HEALTH INSURANCE EXCHANGES CREATED BY THE AFFORDABLE CARE ACT. VOLUNTEERS CALLED NEARLY 5,000 PEOPLE, REFERRING NEARLY (CONTINUED IN SCHEDULE O)200 TO OUR NAVIGATORS FOR ASSISTANCE IN ENROLLING IN HEALTH INSURANCE. VOLUNTEERS ATTENDED 18 PHONEBANKS DURING THE 10 WEEK OPEN ENROLLMENT PERIOD, PUTTING IN OVER 300 VOLUNTEER HOURS. PUBLIC AFFAIRS HOSTED 3,000 SUPPORTERS AT OUR ST. PAUL CLINIC AT VANDALIA STREET FOR OUR ANNUAL SOLIDARITY DAY. SUPPORTERS MARCHED IN SOLIDARITY WITH PLANNED PARENTHOOD, SHARED STORIES AT A RALLY, SIGNED UP TO GET MORE INVOLVED, AND WROTE THANK YOU NOTES TO STAFF.IN NORTH DAKOTA, PPMNS CO-HOSTED A PUBLIC SCREENING OF THE FILM 'TRAPPED'. THE FILM HIGHLIGHTS ABORTION CLINICS DEALING WITH TARGETED REGULATIONS OF ABORTION PROVIDERS (TRAP) LAWS; INCLUDING WITHIN THE STATE OF NORTH DAKOTA. 45 PEOPLE ATTENDED THE SCREENING AND A PPMNS STAFF MEMBER WAS AN INVITED PANELIST.IN NORTH DAKOTA, PLANNED PARENTHOOD WAS A FEATURED NON-PROFIT ORGANIZATION AT THE NEW LEADERSHIP DEVELOPMENT INSTITUTE. AS SUCH, STAFF ATTEND A LUNCHEON AND INFORMATIONAL SESSION. IN NORTH DAKOTA, PPMNS HOSTED OUR FIRST NORTH DAKOTA VOLUNTEER ORIENTATION AND TRAINING NIGHT. 45 VOLUNTEERS TURNED OUT TO GET THE SKILLS AND INSIGHT NEEDED TO BECOME A VOLUNTEER WITH PLANNED PARENTHOOD IN NORTH DAKOTA.IN NORTH DAKOTA, WE EXPANDED OUR LEADERSHIP WITHIN THE NORTH DAKOTA ADVISORY COMMITTEE. 7 NEW MEMBERS WERE RECRUITED TO JOIN THE EXISTING TEAM OF LEADERS RESULTING IN A STRONG TEAM OF 15. THE COMMITTEE NOW HAS REPRESENTATION FROM FARGO, GRAND FORKS, MAYVILLE, AND BISMARK.IN MINNESOTA, VOLUNTEERS ENGAGED HUNDREDS OF PLANNED PARENTHOOD PATIENTS IN CONVERSATIONS AROUND ADVOCACY, SIGNING UP NEARLY 350 PATIENTS IN SUPPORT OF PLANNED PARENTHOOD. SOUTH DAKOTA PUBLIC AFFAIRS STAFF FILLED 37 VOLUNTEER SHIFTS TO PROVIDE OUTREACH AT THE SIDEWALK ARTS FESTIVAL, SIOUX FALLS PRIDE, AND A SIOUX FALLS CANARIES GAME.THE SOUTH DAKOTA ADVISORY COMMITTEE HOSTED A CLINIC OPEN HOUSE FEATURING CLINIC AND PUBLIC AFFAIRS STAFF. SOUTH DAKOTA CAMPUS INTERNS HOSTED A SCREENING OF THE FILM 'THE HUNTING GROUND', PASSED OUT CONDOMS, AND TABLED WEEKLY TO PROMOTE PLANNED PARENTHOOD'S SERVICES.SOUTH DAKOTA PUBLIC AFFAIRS STAFF MEMBERS SERVED AS A PANELIST FOR A WOMEN'S HISTORY MONTH CELEBRATION AND HOSTED A 'BORN AFTER ROE' EVENT IN RAPID CITY, AN ALL ACCESS CONCERT, AND A ROE ANNIVERSARY EVENT IN SIOUX FALLS. SOUTH DAKOTA PUBLIC AFFAIRS STAFF TRAINED VOLUNTEERS IN CANVASSING BASICS, AND SENT OUT THREE CANVASSES IN SIOUX FALLS IN SUPPORT OF AMENDMENT T ON THE 2016 BALLOT.SOUTH DAKOTA ADVISORY COMMITTEE AND SUPPORTERS HOSTED TWO HOUSE PARTIES TO RAISE FRIENDS AND FUNDS TO SUPPORT THE CLINICAL WORK OF THE SIOUX FALLS CLINIC. THE HOUSE PARTIES FEATURED SARAH STOESZ AS SPEAKER. 33375026 1 1 0 1 0 0 0 0 0 0 1 0 0 1 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 1 0 0 1 1 1 1 1 0 1 81 0 424 1 0 0 0 0 0 1 1 0 0 0 0 X 28 28 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X THE ORGANIZATION 6516965657 671 VANDALIA STREET ST PAUL MN 55114 LINDA SCHER CHAIR 1.00 0.00 X X 0 0 0 SHANE SWANSON VICE CHAIR 1.00 1.00 X X 0 0 0 KELLY MORRISON MD SECRETARY 1.00 0.00 X X 0 0 0 LARRY KRYZANIAK TREASURER (THROUGH DEC 2016) 1.00 1.00 X X 0 0 0 BROCK NELSON DIRECTOR & TREASURER 1.00 0.00 X X 0 0 0 LYNN ABRAHAMSEN DIRECTOR (THROUGH DEC 2016) 1.00 0.00 X 0 0 0 JANE AHLIN DIRECTOR 1.00 0.00 X 0 0 0 ROBERT BARROWS DIRECTOR 1.00 1.00 X 0 0 0 MICHAEL BELZER DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL DRYSDALE DIRECTOR 1.00 1.00 X 0 0 0 BETH ELLIOT MD DIRECTOR 1.00 0.00 X 0 0 0 NANCY FELDMAN DIRECTOR 1.00 0.00 X 0 0 0 SIRI FIEBIGER MD DIRECTOR 1.00 0.00 X 0 0 0 MARY FOARDE DIRECTOR (THROUGH DEC 2016) 1.00 0.00 X 0 0 0 TOM GROSSMAN DIRECTOR 1.00 0.00 X 0 0 0 NINA HALE DIRECTOR 1.00 0.00 X 0 0 0 SUSANNE LILLY HUTCHESON DIRECTOR (THROUGH DEC 2016) 1.00 1.00 X 0 0 0 DAVID JONES DIRECTOR 1.00 0.00 X 0 0 0 JULIA JOSEPH DI CAPRIO MD MPH DIRECTOR 1.00 0.00 X 0 0 0 SALLY KEATING DIRECTOR 1.00 0.00 X 0 0 0 LAURA KELLER DIRECTOR 1.00 0.00 X 0 0 0 KATHARINE KELLY DIRECTOR 1.00 1.00 X 0 0 0 BETH KIEFFER LEONARD DIRECTOR 1.00 0.00 X 0 0 0 KRIS MACDONALD DIRECTOR 1.00 0.00 X 0 0 0 JENNIFER MARTIN DIRECTOR 1.00 0.00 X 0 0 0 CHERYL OLSETH DIRECTOR 1.00 0.00 X 0 0 0 CATHERINE PIERSOL JD DIRECTOR 1.00 0.00 X 0 0 0 TOM SANDERS DIRECTOR 1.00 1.00 X 0 0 0 SHARON SAYLES BELTON DIRECTOR 1.00 0.00 X 0 0 0 MISSY STAPLES THOMPSON DIRECTOR 1.00 0.00 X 0 0 0 STEPHANIE TIKALSKY DIRECTOR 1.00 0.00 X 0 0 0 ELSA VEGA PEREZ DIRECTOR 1.00 0.00 X 0 0 0 SARAH STOESZ PRESIDENT & CEO 38.00 2.00 X 370218 0 105946 KURT KAISER CFO 39.00 1.00 X 224986 0 70098 CINDY KAISER COO 40.00 0.00 X 264762 0 56649 SUSAN CASEY CCO 40.00 0.00 X 172764 0 47270 JENNIFER SODERHOLM CDO 40.00 0.00 X 209234 0 68873 CAROL BALL MEDICAL DIRECTOR (THROUGH MAY 2017) 40.00 0.00 X 376008 0 85192 SARAH TRAXLER MEDICAL DIRECTOR 40.00 0.00 X 174962 0 18057 CONNIE LEWIS VP EXTERNAL AFFAIRS 40.00 0.00 X 205925 0 55165 MERI BETH KENNEDY VP CLINICAL OPERATIONS 40.00 0.00 X 160679 0 41530 KIMBERLY FISCHER PHYSICIAN 20.00 0.00 X 159400 0 551 KATHRYN EGGELSTON ASSOCIATE MEDICAL DIRECTOR 24.00 0.00 X 154901 0 11290 SCOTT GRINDE CONTROLLER 40.00 0.00 X 146093 0 3444 TERESA HUNTEMAN SENIOR DIRECTOR CLINICAL SYSTEMS 40.00 0.00 X 128444 0 21660 MARIE EASTBURN CLINIC MANAGER 40.00 0.00 X 126868 0 20652 2875244 0 606377 27 0 1 0 BRIDGE 7155 EAST 38TH AVENUE DENVER CO 80207 IT SERVICES 2749450 TEGRETE 4111 MACKENZIE CT NE STE 100 ST MICHAEL MN 55376 JANITORIAL SERVICES 477061 QUEST DIAGNOSTICS PO BOX 12989 CHICAGO IL 60693 LAB SERVICES 282180 PARALLEL TECHNOLOGIES VB BOX 147 PO BOX 9202 MINNEAPOLIS MN 554809202 IT INFRASTRUCTURE SERVICES 278406 TIMCO CONSTRUCTION INC 14700 28TH AVE N STE 40 PLYMOUTH MN 55447 CONSTRUCTION SERVICES 244036 11 747976 5056207 11416193 1428333 17220376 PATIENT SERVICES 621300 28712935 28712935 SPEAKER FEES 900099 3879 3879 28716814 3590 3590 14164 14164 145214 747976 237197 -91983 -91983 MISCELLANEOUS REVENUE 900099 521821 521821 MANAGEMENT FEES 900099 400314 400314 RESEARCH REVENUE 900099 23773 23773 70 70 945978 46808939 28716814 0 871749 1023992 1023992 3476744 1605764 1591094 279886 14550404 12330572 1462641 757191 298156 1486 295587 1083 1723816 1537536 63626 122654 1074414 885220 130708 58486 73613 73613 57201 57201 4982 4982 983014 148880 541202 292932 1137650 1047238 75008 15404 663932 350723 180243 132966 2817234 1875583 941651 2725459 2599524 30463 95472 353288 300117 15524 37647 288932 151487 29900 107545 136 136 240732 240732 774349 418095 349641 6613 211136 204505 6631 CLINICAL SUPPLIES 8710423 8686017 6662 17744 LEASE EXPENSE 1984325 1984325 EQUIPMENT EXPENSE 252120 166668 85090 362 MISCELLANEOUS EXPENSES 232891 2331 138472 92088 80768 39288 28013 13467 43739711 33375026 8333145 2031540 2588813 5050365 173475 885471 1416642 3548591 4178704 51038 77036 1263752 1023606 494208 340098 12108890 8038517 4360267 4070373 2233 1445 988271 1229915 14356119 17388184 4318101 3579624 157187 143111 36349 0 1008309 1760048 5519946 5482783 X 4907130 6852881 3929043 5052520 8836173 11905401 14356119 17388184 3069228 0 X 0 1 X 1 1 1 X 28059314 16500531 5256484 13639073 17220376 80675778 28059314 16500531 5256484 13639073 17220376 80675778 18189593 62486185 216176 574214 306491 549969 17754 1664604 1188448 711818 308359 1108707 1091192 4408524 86748906 119532298 0.72030 0.69070 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS MANAGEMENT FEES PARKING RAMP SETTLEMENT RESEARCH REVENUE FUNDRAISING EVENT REVENUES PRIOR YEAR REVENUE PUBLICATION SALES PART II, SHORT YEAR EXPLANATION: THE ORGANIZATION CHANGED ITS YEAR-END FROM 12/31/2014 TO 6/30/2015. THE AMOUNTS REFLECTED IN THE "2014" COLUMN ARE FOR THE PERIOD 1/1/2015 - 6/30/2015. THE AMOUNTS IN THE "2013 AND "2012" COLUMNS ARE FOR THE YEARS ENDED 12/31/2014 AND 12/31/2013, RESPECTIVELY. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 45405 0 69926 0 115331 41708171 42542760 41708171 42658091 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 85303 115331 200634 250000 250000 250000 250000 1000000 1500000 44563 45405 89968 30471931 269385 30042670 698646 30347619 1168481 361321 1405490 30471931 25722229 3130176 2521655 1026441 30347619 9485783 14801644 1874732 439930 25722229 3612429 2123064 1489365 3467520 2635374 832146 4931561 3280079 1651482 97380 97380 4070373 CHARITABLE REMAINDER UNITRUST RECEIVABLE 55225 OTHER ASSETS 9161 UNEMPLOYMENT TRUST 374387 457 PLAN RESERVE 791142 1229915 ANNUITIES PAYABLE 219933 DUE TO RELATED ORGANIZATIONS 1540115 1760048 X PART X, LINE 2: THE ORGANIZATION HAS ELECTED TO ADOPT 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. THE ADOPTION OF THIS STANDARD HAS NO EFFECT ON THE CONSOLIDATED FINANCIAL STATEMENTS. CELEBREATE PLANNED PARENTHOOD 747601 621831 125770 6757 78929 78548 READY OR HOT 89256 77642 11614 2500 11249 27458 3 56333 48503 7830 2540 11094 18122 893190 747976 145214 11797 101272 124128 237197 -91983 1 PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA FUND 671 VANDALIA ST ST PAUL MN 55114 473878626 501(C)(3) 511259 CONTRIBUTIONS TRANSFER PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA ACTION FUND 671 VANDALIA ST ST PAUL MN 55114 411709702 501(C)(4) 354836 GENERAL SUPPORT, INCLUDING LOBBYING EXPENDITURES MAHUBE-OTWA COMMUNITY ACTION PARTNERSHIP PO BOX 747 DETROIT LAKES MN 56502 416049474 501(C)(3) 44500 TITLE X DISTRIBUTION SOUTHEASTERN MN COMMUNITY ACTION COUNCIL PO BOX 549 RUSHFORD MN 55971 410907135 501(C)(3) 44500 TITLE X DISTRIBUTION SOUTHWESTERN MN OPPORTUNITY COUNCIL PO BOX 787 1106 THIRD AVE WORTHINGTON MN 56187 416050245 501(C)(3) 40050 TITLE X DISTRIBUTION HENNEPIN COUNTY MEDICAL CENTER 701 PARK AVE MINNEAPOLIS MN 55415 421707837 501(C)(3) 28847 TITLE X DISTRIBUTION 5 1 PART I, LINE 2: GRANTS TO THE ORGANIZATIONS ARE DESIGNATED FOR SPECIFIC PURPOSE USE OR ARE CHARITABLE DONATIONS THAT DO NOT REQUIRE REPORTING AFTER DISBURSEMENT. TITLE X DISTRIBUTIONS TO FOUR DELEGATE ORGANIZATIONS ARE PART OF THE FEDERAL TITLE X GRANT AND THE DELEGATES ARE SUB-RECIPIENTS OF FEDERAL GRANT FUNDS. TITLE X FUNDS ARE MONITORED BY THE ORGANIZATION TO ENSURE COMPLIANCE WITH FEDERAL GRANT REQUIREMENTS. REGULAR REPORTING IS REQUIRED AND AUDITS ARE CONDUCTED ON A REGULAR BASIS. X X X X 0 1 0 0 0 0 0 0 0 SARAH STOESZ PRESIDENT & CEO 340286 0 0 0 29932 0 70698 0 35248 0 476164 0 0 0 KURT KAISER CFO 211466 0 10000 0 3520 0 61391 0 8707 0 295084 0 0 0 CINDY KAISER COO 220585 0 25 0 44152 0 47325 0 9324 0 321411 0 0 0 SUSAN CASEY CCO 167122 0 0 0 5642 0 37049 0 10221 0 220034 0 0 0 JENNIFER SODERHOLM CDO 201302 0 25 0 7907 0 41829 0 27044 0 278107 0 0 0 CAROL BALL MEDICAL DIRECTOR (THROUGH MAY 2017) 266056 0 0 0 109952 0 65271 0 19921 0 461200 0 0 0 SARAH TRAXLER MEDICAL DIRECTOR 173845 0 25 0 1092 0 1393 0 16664 0 193019 0 0 0 CONNIE LEWIS VP EXTERNAL AFFAIRS 177897 0 100 0 27928 0 44232 0 10933 0 261090 0 0 0 MERI BETH KENNEDY VP CLINICAL OPERATIONS 140898 0 50 0 19731 0 37944 0 3586 0 202209 0 0 0 KIMBERLY FISCHER PHYSICIAN 158360 0 25 0 1015 0 0 0 551 0 159951 0 0 0 KATHRYN EGGELSTON ASSOCIATE MEDICAL DIRECTOR 153926 0 0 0 975 0 3306 0 7984 0 166191 0 0 0 TERESA HUNTEMAN SENIOR DIRECTOR CLINICAL SYSTEMS 125826 0 50 0 2568 0 2709 0 18951 0 150104 0 0 0 PART I, LINE 4B 457(F) PLAN DEFERRALS: SARAH STOESZ - $65,398 KURT KAISER - $38,770 CINDY KAISER - $42,798 SUSAN CASEY - $15,573 JENNIFER SODERHOLM - $21,130 CAROL BALL - $50,839 CONNIE LEWIS - $29,242 MERI BETH KENNEDY - $27,877 457(F) PLAN DISTRIBUTIONS: CINDY KAISER - $38,813 CAROL BALL - $58,609 CONNIE LEWIS - $17,750 X 11 1656 FMV X 258 FMV X 3901 FMV X 114 1353326 DAILY TRADING PRICE X 12 508 FMV X 27 4843 FMV X GIFT CERT. 147 61956 FMV X SOFTWARE 1 1863 FMV X MISCELLANEOUS 1 22 FACE VALUE 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 1 THE EXECUTIVE COMMITTEE PERFORMS THE FUNCTIONS AND HAS THE POWERS OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS OF THE ORGANIZATION, SUBJECT TO THE GUIDANCE AND LIMITATIONS SET FORTH IN THE BYLAWS. THE EXECUTIVE COMMITTEE PREPARES THE AGENDA FOR EACH BOARD MEETING, IN CONSULTATION WITH THE PRESIDENT AND THE COMMITTEE CHAIRS. ALL ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE ARE REPORTED BY PROVIDING THE MINUTES OF THE EXECUTIVE COMMITTEE'S MEETINGS TO THE BOARD MEMBERS AT OR BEFORE THE NEXT BOARD MEETING. THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIR OF THE BOARD, THE CHAIR-ELECT, IF ANY, THE VICE CHAIR, THE TREASURER, THE SECRETARY, AND THE CHAIRS OF THE GOVERNANCE, DEVELOPMENT, AUDIT AND ENTERPRISE RISK MANAGEMENT COMMITTEES. FORM 990, PART VI, SECTION A, LINE 6 ANY PERSON, FOUNDATION, CORPORATION OR OTHER ORGANIZATION MAKING A FINANCIAL CONTRIBUTION IS DEEMED TO BE A GENERAL MEMBER OF THE ORGANIZATION. PERSONS WHO RENDER VOLUNTEER SERVICES TO THE ORGANIZATION ON A REGULAR BASIS ARE ALSO GENERAL MEMBERS FOR THE SAME PERIOD. 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 ALL DIRECTORS, OFFICERS, MANAGEMENT STAFF, AND CLINICIANS COMPLETE A CONFLICT OF DISCLOSURE STATEMENT ANNUALLY TO BE REVIEWED BY THE CHIEF EXECUTIVE OFFICER OR THE BOARD CHAIR. IT IS A CONTINUING RESPONSIBILITY OF COVERED INDIVIDUALS TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND TO IMMEDIATELY MAKE DISCLOSURES FOR POTENTIAL CONFLICTS THROUGHOUT THE YEAR. PRIOR TO BOARD OR COMMITTEE ACTION ON A CONTRACT OR TRANSACTION INVOLVING A CONFLICTED MEMBER, THE CONFLICTED MEMBER SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. THE CONFLICTED MEMBER SHALL NOT PARTICIPATE IN OR BE PERMITTED TO HEAR THE BOARD OR COMMITTEE'S DISCUSSION EXCEPT TO DISCLOSE FACTS AND TO RESPOND TO QUESTIONS. CONFLICTED MEMBERS SHALL NOT BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM FOR THE PURPOSES OF THE VOTE AND SHALL NOT BE PERMITTED TO VOTE. THE MINUTES OF THE MEETING SHALL INCLUDE DETAILS OF THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 PPMNS 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 PPMNS 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 PPMNS BUSINESS MODEL. THE FORMAL ANALYSIS IS COMPLETED EVERY OTHER YEAR 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 JULY 2017 FOR THE CEO, EVP EXTERNAL AFFAIRS, AND GENERAL COUNSEL/COMPLIANCE OFFICER. 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. PLANNED PARENTHOOD NORTH DAKOTA LLC 671 VANDALIA STREET ST PAUL MN 55114 410948382 BUSINESS OPERATIONS MN 0 0 PPMNS PLANNED PARENTHOOD SOUTH DAKOTA LLC 671 VANDALIA STREET ST PAUL MN 55114 821994032 BUSINESS OPERATIONS MN 0 0 PPMNS PLANNED PARENTHOOD MN ND SD ACTION FUND 671 VANDALIA ST ST PAUL MN 55114 411709702 ADVOCACY MN 501(C)(4) PPMNS 1 PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA FUND 671 VANDALIA ST ST PAUL MN 55114 473878626 RAISE AND HOLD FUNDS FOR PPMNS MN 501(C)(3) LINE 12A, I PPMNS 1 PLANNED PARENTHOOD OF MINNESOTA POLITICAL ACTION FUND 671 VANDALIA ST 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 HEALTHY FAMILIES HEALTHY WOMEN PAC 1444 10TH AVENUE S FARGO ND 58103 611570620 FURTHER PPMNS ACTION FUND'S POSITIONS ON POLITICAL AND PUBLIC POLICY ISSUES ND 527 PPMNS ACTION FUND 0 PLANNED PARENTHOOD MINNESOTA PAC 671 VANDALIA ST 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 0 0 0 0 0 0 0 0 1 1 0 1 1 1 1 0 0 PLANNED PARENTHOOD MN ND SD ACTION FUND B 354836 CASH PLANNED PARENTHOOD MN ND SD FUND B 511259 CASH PLANNED PARENTHOOD MN ND SD FUND K 1984325 CASH PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA ACTION FUND 671 VANDALIA STREET ST PAUL MN 55114 411709702 45405 69926 115331 834589 949920 167488 41872 3533 0 0 PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA 671 VANDALIA STREET ST PAUL MN 55114 410948382 0 0 0 41708171 41708171 1000000 250000 0 0 0