2017-05-10T09:38:01-05:00 2016-06-30 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2015-07-01 410948382 PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA PLAN 6516965500 671 VANDALIA STREET ST PAUL MN 55114 SARAH A STOESZ PRESIDENT & CEO 6516965500 2017-05-09 1 KURT BENNION P01469618 6123764500 2015 2021-01-29 14:40:06Z SARAH A STOESZ 671 VANDALIA STREET ST PAUL MN 55114 42584663 0 X WWW.PPMNS.ORG X 1968 MN AFFIRMING HUMAN RIGHTS TO REPRODUCTIVE HEALTH AND FREEDOM. X 29 29 431 1948 0 0 5256484 13639073 13038933 25482229 301989 834889 291101 900871 18888507 40857062 199660 42808568 0 0 9957164 20855045 0 0 1750962 9991726 21014467 20148550 84678080 -1260043 -43821018 64026711 14356119 10815622 5519946 53211089 8836173 X AFFIRMING HUMAN RIGHTS TO REPRODUCTIVE HEALTH AND FREEDOM. 0 0 30205075 185259 25481804 - PATIENT SERVICES -IN FISCAL YEAR 2016 PPMNS SERVED 64,468 PATIENTS AT 19 CLINICS IN MINNESOTA AND SOUTH DAKOTA. CLINICS PROVIDED BASIC WELL-WOMEN EXAMS, CONTRACEPTIVE CARE, PREGNANCY TESTING, PAP SMEARS, BREAST EXAMS, TESTING AND TREATMENT FOR SEXUALLY TRANSMITTED INFECTIONS, HIV TESTING AND EMERGENCY CONTRACEPTION. COLPOSCOPY, LEEP AND SURGICAL AND MEDICATION ABORTIONS WERE OFFERED AT SELECTED SITES. 75% OF CLIENTS RECEIVING CARE WERE AT OR BELOW 200% OF THE FEDERAL POVERTY LEVEL. PLANNED PARENTHOOD CLINICS ARE OFTEN THE ONLY OPTION FOR SUBSIDIZED FAMILY PLANNING SERVICES, PARTICULARLY IN RURAL AREAS. TO PROVIDE ACCESS FOR PATIENTS WHO OFTEN FACE BARRIERS TO SERVICE, PLANNED PARENTHOOD OFFERED EVENING, WEEKEND, WALK IN HOURS, SAME DAY APPOINTMENTS AND INTERPRETER SERVICES. 1733855 195725 425 - EDUCATION AND OUTREACH -DURING FISCAL YEAR 2016, EDUCATION AND OUTREACH PROGRAMS REACHED 40,760 PEOPLE, INCLUDING 10,713 YOUTH AND ADULTS ENGAGED THROUGH PEER EDUCATION, CLASSROOM PRESENTATIONS, AND RETREATS. EDUCATION INCLUDED TRAINING 659 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 14,896 PEOPLE ON TOPICS SUCH AS HEALTHY RELATIONSHIPS, BIRTH CONTROL, AND SEXUALLY TRANSMITTED INFECTIONS. IN ADDITION, 14,830 PEOPLE WERE REACHED THROUGH HEALTH FAIRS AND OTHER COMMUNITY EVENTS.YOUTH PROGRAMS:ROTO (REACH ONE TEACH ONE) IS A YOUTH PEER EDUCATION PROGRAM CURRENTLY OFFERED IN ROCHESTER, DULUTH, MINNEAPOLIS, MN AND FARGO, ND. IN THE 11 ROTO PROGRAMS THAT OCCURED JULY 2015-JUNE 2016, 150 PARTICIPANTS RECEIVED INTENSIVE TRAINING ON REPRODUCTIVE AND SEXUAL HEALTH TOPICS, PARTICIPANTS IN TURN SHARED THEIR KNOWLEDGE WITH THEIR PEERS AND REACHED 4,808 PEOPLE. YOUTH POWER IS A PEER EDUCATION PROGRAM FOR AFRICAN-BORN YOUTH CURRENTLY OFFERED IN THE TWIN CITIES AREA. IN THE FIVE PROGRAMS THAT OCCURED FROM JULY 2015-JUNE 2016, 59 PARTICIPANTS REACHED 1,318 INDIVIDUALS THROUGH ONE-ON-ONE AND SMALL GROUP PEER EDUCATION SESSIONS.NATIVE STAND IS A PEER EDUCATION PROGRAM FOR AMERICAN INDIAN YOUTH OFFERED IN BEMIDJI AND DULUTH, MN. FROM JULY 2015-JUNE 2016, THREE YOUTH PROGRAMS HAD 18 PARTICIPANTS WHO REACHED 453 INDIVIDUALS THROUGH ONE-ON-ONE AND SMALL GROUP PEER EDUCATION SESSIONS.HMONG STAR (STUDENTS TEACHING ABOUT RESPONSIBILITY) IS A PEER EDUCATION PROGRAM FOR HMONG YOUTH IN THE TWIN CITIES METRO AREA. DURING FISCAL YEAR 2016, 27 YOUTH PARTICIPATED IN TWO PROGRAMS AND IN TURN EDUCATED 895 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 LIKE PUBLIC SPEAKING, CLASSROOM INSTRUCTION, EVENT PLANNING, GRASS-ROOTS ORGANIZING, TIME MANAGEMENT, GOAL SETTING, INTERVIEWING, AND GROUP FACILITATION. TEEN COUNCIL PROGRAMS ARE OFFERED IN ROCHESTER, DULUTH, AND ST PAUL, MN. FROM JULY 2015-JUNE 2016, 33 TEEN COUNCIL MEMBERS FROM THREE COHORTS REACHED 7,339 PEOPLE THROUGH PEER EDUCATION, PRESENTATIONS, AND OUTREACH IN THE COMMUNITY.QUE ONDA IS A PEER EDUCATION PROGRAM FOR LATINO YOUTH, OFFERED IN RICHFIELD AND MINNEAPOLIS, MN. DURING FISCAL YEAR 2016, 44 PARTICIPANTS FROM FOUR QUE ONDA PROGRAMS REACHED 1,792 PEOPLE THROUGH PEER EDUCATION IN THEIR SCHOOLS AND COMMUNITY.PROGRAMS FOR ADULTS:PARNTERSHIP PROJECT IS AN ADULT LAY HEALTH ADVISOR PROGRAM THAT PROVIDES CULTURALLY RELEVANT PROGRAMMING TO AFRICAN-BORN WOMEN AND MEN IN THE TWIN CITIES AREA. PROGRAM PARTICIPANTS HELP STRENGTHEN THEIR COMMUNITIES BY BECOMING TRUSTED SOURCES OF ACCURATE INFORMATION ABOUT REPRODUCTIVE HEALTH. FROM JULY 2015-JUNE 2016, TWO PROGRAMS PROVIDED TRAINING TO 27 PARTICIPANTS WHO IN TURN REACHED 1,076 PEOPLE.OPEN HEART (HEALTH EDUCATION AND RESOURCES TRAINING) IS A CULTURALLY SPECIFIC PROGRAM FOR HMONG ADULTS IN THE TWIN CITIES AREA. PARTICIPANTS GAIN KNOWLEDGE ABOUT REPRODUCTIVE HEALTH AND ARE TRAINED TO SHARE THEIR KNOWLEDGE WITH OTHERS. DURING FISCAL YEAR 2016, ONE PROGRAM TRAINED 10 PARTICIPANTS WHO IN TURN REACHED 300 PEOPLE.ENTRE AMIGAS TRAINS LATINA WOMEN TO BE LAY HEALTH ADVISORS AND EDUCATE THEIR COMMUNITY ON HEALTHY SEXUALITY AND REPRODUCTIVE HEALTH CARE. THE PROGRAM IS OFFERED IN MINNEAPOLIS, MN FROM JULY 2015-JUNE 2016, TWO ENTRE AMIGAS PROGRAMS PROVIDED TRAINING TO 23 PARTICIPANTS WHO IN TURN REACHED 1,550 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 FISCAL YEAR 2016, 11 PARTICIPANTS WERE TRAINED AND SUBSEQUENTLY REACHED 484 PEOPLE.TAKING SHAPE IS AN EDUCATIONAL PROGRAM FOR AMERICAN INDIAN YOUTH AND ADULTS OFFERED IN BEMIDJI AND DULUTH, MN. FROM JULY 2015-JUNE 2016, 33 TAKING SHAPE PROGRAMS REACHED 268 INDIVIDUALS, PROVIDING THEM WITH INCREASED KNOWLEDGE ABOUT REPRODUCTIVE AND SEXUAL HEALTH.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. DURING FISCAL YEAR 2016, 150 PARTICIPANTS ATTENDED 9 RETREATS HELD IN THE TWIN CITIES, BEMIDJI, AND DULUTH, MN. FOR THOSE, ONE RETREAT WAS FOR AN AFRICAN-BORN AUDIENCE, ONE WAS FOR A LATINA AUDIENCE, TWO WERE FOR AN AMERICAN INDIAN AUDIENCE, TWO WERE FOR A HMONG AUDIENCE, AND ONE WAS A MOTHER-SON RETREAT. 733743 0 0 - PUBLIC AFFAIRS - IN 2016, PUBLIC AFFAIRS STAFF IN MINNESOTA, NORTH DAKOTA AND SOUTH DAKOTA ENGAGED VOLUNTEERS IN OVER 8,000 HOURS OF OUTREACH, ADVOCACY AND ENGAGEMENT ACTIVITIES. THROUGH ONLINE AND OFFLINE ORGANIZING, WE GREW OUR EMAIL LIST BY OVER 12,500 PEOPLE AND INCREASED SOCIAL MEDIA SUPPORTERS BY MORE THAN 5,300. VOLUNTEERS AND STAFF GATHERED FOR SEVEN RALLIES AT SITES ACROSS OUR THREE STATES, DECLARING "HEALTH CARE HAPPENS HERE".IN MINNESOTA, PUBLIC AFFAIRS STAFF AND VOLUNTEERS EXECUTED AN OUTREACH PROGRAM TO EDUCATE PPMNS PATIENTS AND THE GENERAL PUBLIC ABOUT THE HEALTH INSURANCE EXCHANGES CREATED BY THE AFFORDABLE CARE ACT, REACHING OUT TO OVER 5,000 LIKELY UNINSURED PEOPLE, HOLDING PUBLIC ENROLLMENT EVENTS IN PPMNS HEALTH CENTERS, AND CANVASSING TARGET COMMUNITIES.PUBLIC AFFAIRS HOSTED 760 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, AND WROTE THANK YOU NOTES TO STAFF.IN NORTH DAKOTA, WE CO-HOSTED A SCREENING OF THE FILM "THE HUNTING GROUND" AT NORTH DAKOTA STATE UNIVERSITY AND MINOT STATE UNIVERSITY. THE SCREENING WAS IN PARTNERSHIP WITH THE SEXUAL ASSAULT PREVENTION PROGRAM AND OVER 200 STUDENTS ATTENDED. IT WAS REQUIRED ATTENDANCE FOR ALL NDSU ATHLETES.NORTH DAKOTA VOLUNTEER DANIEL HEIDEN WAS SELECTED TO SERVE IN A PLANNED PARENTHOOD FEDERATION OF AMERICA GLOBAL YOUTH ADVOCACY FELLOWSHIP.A NORTH DAKOTA STAFF MEMBER WAS AN INVITED PRESENTER AT THE NORTH DAKOTA WOMEN'S NETWORK "READY TO RUN" TRAINING FOR WOMEN INTERESTED IN RUNNING FOR OFFICE.VOLUNTEERS CONDUCTED OUTREACH TO PATIENTS INFORMING THEM ABOUT OUR NEWEST CLINIC IN LITTLE CANADA, MN.IN MINNESOTA, SUMMER INTERNS COMPLETED 503 VOLUNTEER HOURS, MADE 1,352 OUTREACH PHONE CALLS, AND SIGNED UP 450 NEW SUPPORTERS. STAFF AND SUPPORTERS GATHERED AT OUR RICHFIELD CLINIC FOR A PRESS CONFERENCE ON TITLE X. MAYOR DEBBIE GOETTEL, SARAH STOESZ, REPRESENTATIVE PAUL THISSEN, AND CONGRESSMAN KEITH ELLISON ALL SPOKE ON THE IMPORTANCE OF TITLE X, AND IN PARTICULAR, THE CONTINUED FUNDING OF PLANNED PARENTHOOD. CLINIC STAFF SHARED STORIES FROM OUR PATIENTS WHO WERE ABLE TO RECEIVE CARE ONLY BECAUSE OF TITLE X FUNDING.STAFF AND VOLUNTEERS GATHERED IN CELEBRATION FOLLOWING THE HISTORIC WHOLE WOMAN'S HEALTH V. HELLERSTEDT SUPREME COURT DECISION, STRIKING DOWN DANGEROUS RESTRICTIONS ON ABORTION CLINICS IN TEXAS.IN SOUTH DAKOTA, PUBLIC AFFAIRS STAFF AND VOLUNTEERS HOSTED A BOOTH AT SIOUX FALLS PRIDE AND SIDEWALK ARTS FESTIVAL.THE SOUTH DAKOTA ADVISORY COMMITTEE HOSTED A CLINIC OPEN HOUSE FEATURING CLINIC AND PUBLIC AFFAIRS STAFF.SOUTH DAKOTA CAMPUS INTERNS HOSTED A SEXUAL AND REPRODUCTIVE HEALTH TRIVIA NIGHT.PUBLIC AFFAIRS STAFF AND VOLUNTEERS ATTENDED THE NATIONAL SHIFT CONFERENCE TO LEARN ABOUT ENGAGING PATIENTS IN ADVOCACY. 42427584 42427584 0 DURING THE FISCAL YEAR, PPMNS TRANSFERRED INVESTMENTS AND FIXED ASSETS TO PLANNED PARENTHOOD MINNESOTA, NORTH DAKOTA, SOUTH DAKOTA FUND, A NEWLY CREATED 509(A)(3) TYPE 1 SUPPORTING ORGANIZATION OF PPMNS. SEE SCHEDULE I, PART II AND SCHEDULE N, PART II FOR FUTHER DETAILS OF THE TRANSFER. 42427584 42427584 0 75100257 1 1 0 1 0 0 0 0 0 1 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 1 0 1 1 1 1 0 1 101 0 431 1 0 0 0 0 0 1 1 0 0 0 0 X 29 29 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 1.00 1.00 X X 0 0 0 LYNN ABRAHAMSEN DIRECTOR 1.00 0.00 X 0 0 0 JANE AHLIN DIRECTOR 1.00 0.00 X 0 0 0 ROBERT BARROWS 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 1.00 0.00 X 0 0 0 LINDA GOLDENBERG DIRECTOR 1.00 1.00 X 0 0 0 ANDREW GOOD MD DIRECTOR 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 BETSY HAWN DIRECTOR 1.00 0.00 X 0 0 0 SUSANNE LILLY HUTCHESON DIRECTOR 1.00 1.00 X 0 0 0 DAVID JONES DIRECTOR 1.00 0.00 X 0 0 0 JULIA JOSEPH DI CAPRIO MD 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 STACEY MILLS DIRECTOR 1.00 0.00 X 0 0 0 BROCK NELSON DIRECTOR 1.00 0.00 X 0 0 0 CHERYL OLSETH 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 SARAH STOESZ PRESIDENT & CEO 38.00 2.00 X 368919 0 95243 KURT KAISER CFO 39.00 1.00 X 224133 0 66351 CINDY KAISER COO 40.00 0.00 X 253623 0 54233 SUSAN CASEY CCO 40.00 0.00 X 198805 0 54428 CAROL BALL MEDICAL DIRECTOR 40.00 0.00 X 397132 0 83153 CONNIE LEWIS VP EXTERNAL AFFAIRS 40.00 0.00 X 200871 0 46219 SCOTT GRINDE CONTROLLER 40.00 0.00 X 182272 0 3969 MERI BETH KENNEDY VP CLINICAL OPERATIONS 40.00 0.00 X 164362 0 31205 KIMBERLY FISCHER PHYSICIAN 40.00 0.00 X 162624 0 797 KATHRYN EGGELSTON ASSOCIATE MEDICAL DIRECTOR 40.00 0.00 X 148293 0 5447 CATHERINE LAWRENCE VP DEVELOPMENT 40.00 0.00 X 146956 0 33488 SUZANNE FARR PRACTICITIONER 40.00 0.00 X 131152 0 12518 MOLLY GAGE VP HUMAN RESOURCES 40.00 0.00 X 131151 0 8808 2710293 0 495859 24 0 1 0 TEGRETE 4111 MACKENZIE CT NE STE 100 ST MICHAEL MN 55376 JANITORIAL SERVICES 484667 TIMCO CONSTRUCTION INC 14700 28TH AVE N STE 40 PLYMOUTH MN 55447 CONSTRUCTION SERVICES 482167 QUEST DIAGNOSTICS PO BOX 12989 CHICAGO IL 60693 LAB DIAGNOSTICS 256041 NINA HALE INC 100 SOUTH FIFTH ST MINNEAPOLIS MN 55402 MARKETING AND WEB MAXIMIZATION 230859 MINDSHIFT TECHNOLOGIES PO BOX 200105 PITTSBURGH PA 15251 IT SERVICES OUTSOURCING 223834 8 704550 1579963 5316501 6038059 357413 13639073 PATIENT SERVICES 621300 25481804 25481804 SPEAKER FEES 900099 425 425 25482229 541816 541816 8153 8153 1804685 1511612 293073 293073 293073 121683 704550 215989 -94306 -94306 MISCELLANEOUS REVENUE 900099 615033 615033 MANAGEMENT FEES 900099 339600 339600 RESEARCH REVENUE 900099 26363 26363 6028 6028 987024 40857062 25482229 0 1735760 42808568 42808568 3213997 1377022 1561052 275923 14664184 12258473 1691863 713848 227712 -7940 236344 -692 1743568 2344986 -769969 168551 1005584 1005584 26941 4707 22234 144423 144423 11606 11606 597370 468354 11997 117019 779662 774242 5420 590518 363427 66589 160502 2739462 1817119 922343 2721905 2542288 84599 95018 396942 331989 43442 21511 276108 159375 24955 91778 51672 52465 -793 472632 472632 835592 490853 340673 4066 257432 194952 62480 CLINICAL SUPPLIES 8890726 8880567 5895 4264 LEASE EXPENSE 1629167 1629167 EQUIPMENT EXPENSE 283333 196632 86701 MISCELLANEOUS EXPENSES 226449 2524 138176 85749 82527 39654 34868 8005 84678080 75100257 7826861 1750962 5157309 2588813 267067 173475 1058863 885471 1753137 3548591 511627 51038 1166094 1263752 511608 494208 11610359 7250092 22108237 4360267 29831902 2233 500000 1160867 988271 64026711 14356119 4361208 4318101 171264 157187 6008248 36349 274902 1008309 10815622 5519946 X 24652532 4907130 16205281 3929043 12353276 0 53211089 8836173 64026711 14356119 -43821018 -553898 0 X 0 1 X 1 1 1 X 11466514 28059314 16500531 5256484 13639073 74921916 11466514 28059314 16500531 5256484 13639073 74921916 19412870 55509046 174166 216176 574214 306491 549969 1821016 305877 1188448 711818 308359 1108707 3623209 80366141 112248309 0.69070 0.69450 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS SALE OF INVENTORY MANAGEMENT FEES PARKING RAMP SETTLEMENT RESEARCH REVENUE FUNDRAISING EVENT REVENUES PRIOR YEAR REVENUE 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", "2012 AND "2011" COLUMNS ARE FOR THE YEARS ENDED 12/31/2014, 12/31/2013 AND 12/31/2012, RESPECTIVELY. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 44563 0 40740 0 85303 152970425 153282365 152970425 153367668 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 85303 85303 250000 250000 250000 250000 1000000 1500000 44563 44563 30471931 269385 30042670 698646 30347619 1168481 361321 1405490 30471931 25722229 3130176 2521655 1026441 30347619 9485783 14801644 1874732 439930 25722229 8908809 10272 1036286 469584 9485783 0.00000 0.00000 0.00000 0 1 1 3574498 1802326 1772172 3244058 2470751 773307 4306593 2977015 1329578 485210 485210 4360267 CHARITABLE REMAINDER UNITRUST RECEIVABLE 54154 OTHER ASSETS 9161 UNEMPLOYMENT TRUST 325629 457 PLAN RESERVE 599327 988271 ANNUITIES PAYABLE 244795 DUE TO RELATED ORGANIZATIONS 763514 1008309 X PART V, LINE 4: THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT FUND ASSETS DESIGNED TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS IT SUPPORTS IN ACCORDANCE WITH EXPLICIT DONOR STIPULATIONS. DURING THE FISCAL YEAR ENDED JUNE 30, 2016, THE ORGANIZATION TRANSFERRED ALL ENDOWMENT ASSETS TO PLANNED PARENTHOOD MINNESOTA, NORTH DAKOTA, SOUTH DAKOTA FUND, A RELATED ORGANIZATION. 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 712901 591988 120913 32761 78690 52783 READY OR HOT 71334 70564 770 16062 8077 10597 2 41998 41998 7717 9302 826233 704550 121683 48823 94484 72682 215989 -94306 1 PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA FUND 671 VANDALIA ST ST PAUL MN 55114 473878626 501(C)(3) 346693 42080891 NET BOOK VALUE INVESTMENTS AND FIXED ASSETS NET ASSET TRANSFER PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA ACTION FUND 671 VANDALIA ST ST PAUL MN 55114 411709702 501(C)(4) 195725 GENERAL SUPPORT, INCLUDING LOBBYING EXPENDITURES MAHUBE-OTWA COMMUNITY ACTION PARTNERSHIP PO BOX 747 DETROIT LAKES MN 56502 416049474 501(C)(3) 35250 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) 40184 TITLE X DISTRIBUTION HENNEPIN COUNTY MEDICAL CENTER 701 PARK AVE MINNEAPOLIS MN 55415 421707837 501(C)(3) 65325 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 1 1 0 0 0 0 0 0 0 SARAH STOESZ PRESIDENT & CEO 344292 0 0 0 24627 0 69177 0 26066 0 464162 0 0 0 KURT KAISER CFO 214916 0 5045 0 4172 0 59347 0 7004 0 290484 0 0 0 CINDY KAISER COO 220239 0 0 0 33384 0 45567 0 8666 0 307856 0 0 0 SUSAN CASEY CCO 192260 0 50 0 6495 0 43524 0 10904 0 253233 0 0 0 CAROL BALL MEDICAL DIRECTOR 325368 0 0 0 71764 0 54963 0 28190 0 480285 0 0 0 CONNIE LEWIS VP EXTERNAL AFFAIRS 179913 0 0 0 20958 0 39680 0 6539 0 247090 0 0 0 SCOTT GRINDE CONTROLLER 147525 0 15000 0 19747 0 3198 0 771 0 186241 0 0 0 MERI BETH KENNEDY VP CLINICAL OPERATIONS 148641 0 2500 0 13221 0 30389 0 816 0 195567 0 0 0 KIMBERLY FISCHER PHYSICIAN 162000 0 0 0 624 0 0 0 797 0 163421 0 0 0 KATHRYN EGGELSTON ASSOCIATE MEDICAL DIRECTOR 147450 0 50 0 793 0 2941 0 2506 0 153740 0 0 0 CATHERINE LAWRENCE VP DEVELOPMENT 111431 0 0 0 35525 0 19589 0 13899 0 180444 0 0 0 PART I, LINES 4A-B CATHERINE LAWRENCE RECEIVED A SEVERANCE PAYMENT OF $29,724. 457(F) PLAN DEFERRALS: CAROL BALL - $49,663 CINDY KAISER - $41,152 CONNIE LEWIS - $25,923 JENNIFER SODERHOLM - $4,546 KURT KAISER - $37,117 MERI BETH KENNEDY - $9,196 SARAH STOESZ - $63,877 SUSAN CASEY - $21,592 457(F) PLAN DISTRIBUTIONS: CAROL BALL - $55,548 CATHERINE LAWRENCE - $34,589 CINDY KAISER - $30,509 CONNIE LEWIS - $11,437 SCOTT GRINDE - $18,990 X 17 5970 FMV X 289 FMV X 10075 FMV X 76 286961 STOCK MARKET QUOTES X 1 50 FMV X 56 4578 FMV X GIFT CERT. 166 49324 FMV X MISCELLANEOUS 2 166 FACE VALUE 0 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES A STOCK BROKER TO PROCESS DONATED SECURITIES. INVESTMENTS 2015-07-31 30042670 BOOK VALUE 473878626 PPMNS FUND 671 VANDALIA ST ST PAUL MN 55114 501(C)(3) FIXED ASSETS 2015-08-31 12038221 NET BOOK VALUE 473878626 PPMNS FUND 671 VANDALIA ST ST PAUL MN 55114 501(C)(3) 1 0 0 0 PART II, LINE 2E: EXPLANATION OF INVOLVEMENT: TOM SANDERS, SHANE SWANSON AND LARRY KRYZANIAK ARE BOARD MEMBERS OF BOTH PLANNED PARENTHOOD MINNESOTA, NORTH DAKOTA, SOUTH DAKOTA AND PLANNED PARENTHOOD MINNESOTA, NORTH DAKOTA, SOUTH DAKOTA FUND.SARAH STOESZ AND KURT KAISER, THE CEO AND CFO OF PLANNED PARENTHOOD MINNESOTA, NORTH DAKOTA, SOUTH DAKOTA ALSO SERVE AS THE CEO AND FINANCIAL EXECUTIVE OF PLANNED PARENTHOOD MINNESOTA, NORTH DAKOTA, SOUTH DAKOTA FUND. 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 COMPLIANCE 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 11 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 WILL 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 THREE YEARS THE INCUMBENT IS IN THE POSITION. IN THE OFF-CYCLE YEARS, TRENDING DATA IS USED TO DETERMINE MOVEMENT IN CEO AND EXECUTIVE PAY AND IS USED IN CONSIDERATION WHEN MAKING ADJUSTMENT RECOMMENDATIONS OR WHEN MAKING A DETERMINATION THAT AN OFF CYCLE MARKET ANALYSIS IS ADVISABLE. THE MARKET DATA IS REVIEWED BY THE PERSONNEL AND COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT PERSONS WHO MAKE A FORMAL RECOMMENDATION TO THE BOARD OF DIRECTORS AS IT RELATES TO ESTABLISHING CEO COMPENSATION. THE CEO MAKES THE FINAL DETERMINATION OF SALARY INCREASES FOR OTHER EXECUTIVE COMPENSATION, EXCLUDING HER OWN, BASED ON INDIVIDUAL PERFORMANCE AND POSITION RELATIVE TO THE MARKET MEDIAN. THIS PROCESS WAS LAST UNDERTAKEN IN 2014 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 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 11A, 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 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 195725 CASH PLANNED PARENTHOOD MN ND SD FUND B 42427584 NET BOOK VALUE PLANNED PARENTHOOD MN ND SD FUND K 1629167 CASH PLANNED PARENTHOOD MN ND SD FUND L 277075 CASH PLANNED PARENTHOOD MN ND SD ACTION FUND 671 VANDALIA STREET ST PAUL MN 55114 411709702 44563 40740 85303 311940 397243 79449 19862 24701 5854 0 PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA 671 VANDALIA STREET ST PAUL MN 55114 410948382 0 0 0 152970425 152970425 1000000 250000 0 0 0