2015-11-12T09:05:14-06:00 2014-12-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2014-01-01 410948382 PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA PLAN 6516965500 671 VANDALIA STREET ST PAUL MN 55114 SARAH A STOESZ PRESIDENT & CEO 6516965500 2015-11-09 1 KURT BENNION P01469618 6123764500 2014 2016-03-07 17:11:31Z SARAH A STOESZ 671 VANDALIA STREET ST PAUL MN 55114 45533715 0 X WWW.PPMNS.ORG X 1968 MN AFFIRMING HUMAN RIGHTS TO REPRODUCTIVE HEALTH AND FREEDOM. 26 26 408 1202 0 0 28059314 16500531 25434008 26860314 1032647 564227 1028810 519746 55554779 44444818 424999 768892 0 0 18774782 19143726 12978 13589 1834704 19664362 20865236 38877121 40791443 16677658 3653375 59713525 64486231 11038811 10117233 48674714 54368998 X AFFIRMING HUMAN RIGHTS TO REPRODUCTIVE HEALTH AND FREEDOM. 0 0 28597324 218050 26858294 - PATIENT SERVICES -IN 2014 PPMNS SERVED 66,505 PATIENTS AT 20 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. 82% 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. 1423906 550842 2020 - EDUCATION AND OUTREACH -IN 2014, EDUCATION AND OUTREACH PROGRAMS REACHED 41,362 PEOPLE, INCLUDING 24,952 YOUTHS AND ADULTS ENGAGED THROUGH PEER EDUCATION, CLASSROOM PRESENTATIONS, AND ALL-DAY RETREATS. EDUCATION INCLUDED TRAINING 930 PARTICIPANTS ON A VARIETY OF REPRODUCTIVE AND SEXUAL HEALTH TOPICS. EIGHT ALL-DAY PARENT-CHILD RETREATS FOCUSED ON PUBERTY AND REPRODUCTIVE ANATOMY, AS WELL AS ENHANCING FAMILY COMMUNICATION AND CONNECTEDNESS. PEER EDUCATORS REACHED 13,612 PEOPLE ON TOPICS SUCH AS HEALTHY RELATIONSHIPS, CONTRACEPTION AND FAMILY PLANNING, AND SEXUALLY TRANSMITTED INFECTIONS. IN ADDITION, 15,480 PEOPLE WERE REACHED THROUGH HEALTH FAIRS AND OTHER COMMUNITY EVENTS.YOUTH PROGRAMS:REACH ONE TEACH ONE (ROTO) IS A YOUTH PEER EDUCATION PROGRAM CURRENTLY OFFERED IN ROCHESTER, MN AND FARGO, ND. IN THE TEN ROTO PROGRAMS THAT OCCURRED IN 2014, 138 PARTICIPANTS RECEIVED INTENSIVE TRAINING ON REPRODUCTIVE AND SEXUAL HEALTH TOPICS. THEY IN TURN SHARED THEIR KNOWLEDGE WITH THEIR PEERS AND REACHED 3,450 PEOPLE.YOUTH POWER IS A PEER EDUCATION PROGRAM FOR AFRICAN-BORN YOUTH OFFERED IN ROCHESTER, MN AND THE TWIN CITIES METRO AREA. IN 2014, THE PROGRAM HAD 68 PARTICIPANTS WHO REACHED 1,883 INDIVIDUALS THROUGH ONE-ON-ONE AND SMALL GROUP PEER EDUCATION SESSIONS.NATIVE STAND IS A PEER EDUCATION PROGRAM FOR AMERICAN INDIAN YOUTH AND IS OFFERED IN BEMIDJI AND DULUTH, MN. IN 2014, THE PROGRAM HAD 45 PARTICIPANTS WHO REACHED 1,467 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 2014, 23 YOUTH PARTICIPATED IN THE PROGRAM AND IN TURN EDUCATED 685 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. DURING 2014, 67 TEEN COUNCIL MEMBERS FROM SIX COHORTS REACHED 7,832 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 2014, 54 PARTICIPANTS FROM FIVE QUE ONDA PROGRAMS REACHED 1,815 PEOPLE THROUGH PEER EDUCATION IN THEIR SCHOOLS AND COMMUNITY.PROGRAMS FOR ADULTS:PARTNERSHIP PROJECT IS AN ADULT LAY HEALTH ADVISOR PROGRAM WHICH 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. IN 2014, THE PROGRAM PROVIDED TRAINING TO 15 PARTICIPANTS WHO IN TURN REACHED 170 PEOPLE.OPEN HEART (HEALTH EDUCATION AND RESOURCES TRAINING) IS A CULTURALLY SPECIFIC PROGRAM FOR HMONG WOMEN AND MEN IN THE TWIN CITIES AREA. PARTICIPANTS GAIN KNOWLEDGE ABOUT REPRODUCTIVE HEALTH AND ARE TRAINED TO SHARE THEIR KNOWLEDGE WITH OTHERS. IN 2014, 12 LAY HEALTH ADVISORS EDUCATED 393 OF THEIR PEERS.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 AND RICHFIELD, MN. IN 2014, ENTRE AMIGAS PROVIDED TRAINING TO 33 PARTICIPANTS WHO IN TURN REACHED 1,727 OF THEIR PEERS.TAKING SHAPE IS AN EDUCATIONAL PROGRAM FOR AMERICAN INDIAN WOMEN, MEN AND YOUTH. DURING 2014, 38 TAKING SHAPE PROGRAMS REACHED 326 INDIVIDUALS, PROVIDING THEM WITH INCREASED KNOWLEDGE ABOUT REPRODUCTIVE AND SEXUAL HEALTH.PARENT-CHILD PROGRAMS:MOTHER-DAUGHTER AND MOTHER-SON RETREATS ARE ALL-DAY EVENTS PROVIDING 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. IN 2014, 114 PARTICIPANTS ATTENDED 8 RETREATS. OF THOSE, 7 RETREATS WERE HELD IN THE TWIN CITIES AREA AND ONE WAS HELD IN ST. CLOUD, MN. ONE RETREAT WAS FOR AN AFRICAN-BORN AUDIENCE, ONE WAS FOR A LATINA AUDIENCE, AND TWO WERE MOTHER-SON RETREATS. 892742 0 0 - PUBLIC AFFAIRS - IN 2014, THE PUBLIC AFFAIRS DEPARTMENT EXECUTED EXTENSIVE AFFORDABLE CARE ACT OUTREACH, SOLIDIFIED OUR SOUTH DAKOTA BASE OF SUPPORT, AND PUT TOGETHER THE TEAM THAT WOULD DEFEAT MEASURE ONE IN NORTH DAKOTA. MINNESOTA VOLUNTEERS LOGGED THOUSANDS OF VOLUNTEER HOURS REACHING OUT TO OVER 25,000 LIKELY UNINSURED YOUNG PEOPLE TO EDUCATE THEM ABOUT THE AFFORDABLE CARE ACT AND CONNECT THEM TO ENROLLMENT ASSISTANCE. IN ADDITION, PLANNED PARENTHOOD INCREASED THREE-STATE SUPPORT BY MORE THAN 80,000 PEOPLE, GREW THE EMAIL LIST BY NEARLY 15,000 PEOPLE, AND INCREASED SOCIAL MEDIA SUPPORTERS BY MORE THAN 4,800 SUPPORTERS.IN MINNESOTA, PUBLIC AFFAIRS STAFF AND VOLUNTEERS EXECUTED AN UNPRECEDENTED 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 25,000 LIKELY UNINSURED YOUNG PEOPLE, HOLDING PUBLIC ENROLLMENT EVENTS IN PPMNS HEALTH CENTERS, AND CANVASSING TARGET COMMUNITIES.PUBLIC AFFAIRS HOSTED THE GRAND OPENING OF OUR RICHFIELD HEALTH CENTER AND OPEN HOUSE AT OUR APPLE VALLEY HEALTH CENTER. THESE EVENTS WERE ATTENDED BY CONGRESSMAN KEITH ELLISON, STATE REPRESENTATIVE LINDA SLOCUM, JEAN WAGENIUS AND WILL MORGAN AND CONGRESSIONAL CANDIDATE MIKE OBERMUELLER.IN MINNESOTA, VOLUNTEERS LOGGED OVER 1,000 HOURS REACHING OUT TO OVER 20,000 PEOPLE TO ENCOURAGE THEM TO VOTE THROUGH OUR NON-PARTISAN VOTER ENGAGEMENT CAMPAIGN.STAFF MOBILIZED ACTIVISTS AND EDUCATED THE PUBLIC ABOUT THE BURWELL V. HOBBY LOBBY DECISION AND THE ANNIVERSARY OF GRISWOLD V. CONNECTICUT.IN MINNESOTA, STAFF ORGANIZED A PRESS CONFERENCE FOR THE GRAND OPENING OF OUR NEW RICHFIELD CLINIC WHICH DOVETAILED WITH THE HOBBY LOBBY DECISION, RESULTING IN NEARLY 20 MENTIONS IN LOCAL AND NATIONAL MEDIA.PUBLIC AFFAIRS PROMOTED OUR BIRTH CONTROL REPORT ON THE ANNIVERSARY OF GRISWOLD V. CONNECTICUT THROUGH SHARING PORTIONS OF OUR BIRTH CONTROL REPORT ALONG WITH A BLOGPOST ABOUT HOW BIRTH CONTROL HAS BETTERED WOMEN'S LIVES. THE POSTS RECEIVED 9,557 IMPRESSIONS AND 582 CLICKS.NORTH DAKOTA PUBLIC AFFAIRS EXECUTED THE 10TH ANNUAL PROGRESS ON THE PRAIRIE, WELCOMING 125 SUPPORTERS, AND AWARDING TANYA RED ROAD FOR HER WORK IN EDUCATION AND REPRESENTATIVE JOSH BOSCHEE FOR HIS COMMITMENT TO WOMEN'S HEALTH.NORTH DAKOTA PUBLIC AFFAIRS SERVED AS LEAD PARTNER IN THE NORTH DAKOTANS AGAINST MEASURE 1 PERSONHOOD AMENDMENT BALLOT MEASURE COMMITTEE. 30913972 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 1 113 0 408 1 0 0 0 0 0 1 1 0 0 0 0 X 26 26 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 LYNN ABRAHAMSEN CHAIR 1.00 0.00 X X 0 0 0 LINDA SCHER VICE CHAIR 1.00 0.00 X X 0 0 0 TOM SANDERS SECRETARY 1.00 0.00 X X 0 0 0 SUSAN WEINBERG TREASURER 1.00 0.00 X X 0 0 0 AZIN ADJOUDANI DIRECTOR 1.00 0.00 X 0 0 0 ROBERT BARROWS DIRECTOR 1.00 0.00 X 0 0 0 PATRICK COURNEYA DIRECTOR 1.00 0.00 X 0 0 0 SUZANNA DE BACA DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL DRYSDALE DIRECTOR 1.00 1.00 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 0.00 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 THOMAS HOCH DIRECTOR 1.00 0.00 X 0 0 0 SUSANNE LILLY HUTCHESON DIRECTOR 1.00 1.00 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 LARRY KRYZANIAK 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 KELLY MORRISON MD DIRECTOR 1.00 0.00 X 0 0 0 BROCK NELSON DIRECTOR 1.00 0.00 X 0 0 0 SHARON SAYLES BELTON DIRECTOR 1.00 0.00 X 0 0 0 SHANE SWANSON DIRECTOR 1.00 0.00 X 0 0 0 EDITH THORPE DIRECTOR 1.00 0.00 X 0 0 0 SARAH STOESZ CEO 39.00 1.00 X 402160 0 85909 KURT KAISER CFO 40.00 0.00 X 192534 0 54145 CINDY KAISER COO 40.00 0.00 X 210548 0 48096 SUSAN CASEY CHIEF COMPLIANCE OFFICER 40.00 0.00 X 196474 0 47111 CAROL BALL MEDICAL DIRECTOR 40.00 0.00 X 381944 0 87199 CATHERINE LAWRENCE VP & CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 157984 0 39668 CONNIE LEWIS VP EXTERNAL AFFAIRS 40.00 0.00 X 184905 0 47447 MERI BETH KENNEDY VP CLINICAL OPERATIONS 40.00 0.00 X 153258 0 35982 SCOTT GRINDE CONTROLLER 40.00 0.00 X 207532 0 2372 KIMBERLY FISCHER PHYSICIAN 40.00 0.00 X 156575 0 715 JESSICA BECKWITH SR. DIRECTOR OF BUSINESS DEVELOPMENT 40.00 0.00 X 137488 0 6624 SUZANNE FARR NURSE PRACTITIONER 40.00 0.00 X 128319 0 9881 KATHERINE EGGLESTON PHYSICIAN 40.00 0.00 X 126254 0 8123 MOLLY GAGE ASSOCIATE VP OF HUMAN RESOURCES 40.00 0.00 X 120291 0 7554 2756266 0 480826 20 0 1 0 QUEST DIAGNOSTICS INC PO BOX 12989 CHICAGO IL 60693 LAB TEST DIAGNOSTICS 1080973 MINDSHIFT TECHNOLOGIES 1333 NORTHLAND DRIVE 100 MENDOTA HEIGHTS MN 55120 IT OUTSOURCED SERVICES 738873 TIMCO CONSTRUCTION INC 14700 28TH AVENUE N SUITE 40 PLYMOUTH MN 55447 CONSTRUCTION SERVICES 679472 TEGRETE 4111 MACKENZIE COURT NE SUITE 100 ST MICHAEL MN 55376 JANITORIAL SERVICES 420918 STINSON LEONARD STREET 150 S FIFTH STREET SUITE 2300 MINNEAPOLIS MN 55402 LEGAL SERVICES 166761 9 545152 4942544 11012835 2474131 16500531 PATIENT SERVICES 621300 26858294 26858294 SPEAKER FEES 900099 2020 2020 26860314 565042 565042 886838 887653 -815 -815 -815 101758 545152 201244 -99486 -99486 PARKING RAMP SETTLEMENT 900099 483091 483091 MISCELLANEOUS REVENUE 900099 71903 71903 MANAGEMENT FEES 900099 55066 55066 9172 9172 619232 44444818 26860314 0 1083973 768892 768892 2549954 821766 1540231 187957 13666990 11418533 1619577 628880 437977 90986 331759 15232 1535173 1282611 181922 70640 953632 953632 221998 2500 39188 180310 110249 110249 13589 13589 80362 80362 984524 487976 215124 281424 628410 628410 582819 405846 38670 138303 2834934 1898993 896403 39538 2570288 2425266 87278 57744 368627 316316 37612 14699 318996 119742 14306 184948 264436 264436 388520 388520 1309686 267467 1042219 242033 203521 38512 CLINICAL SUPPLIES 9531207 9527121 3117 969 EQUIPMENT EXPENSE 233209 155738 77471 OTHER STAFF EXPENSES 81508 51528 22507 7473 DUES & SUBSCRIPTIONS 79368 40287 26083 12998 34062 473 33589 40791443 30913972 8042767 1834704 4934475 6362326 265790 266848 1227859 1535759 1956475 1478974 1210697 920313 526706 474310 29513531 8621425 20556871 20892106 25566300 29861541 500000 500000 2968352 2194054 59713525 64486231 3969332 3438107 178302 6806714 6242968 262765 257856 11038811 10117233 X 24445893 25693906 15471160 17347348 8757661 11327744 48674714 54368998 59713525 64486231 3653375 2040909 0 X 0 1 X 1 1 1 X 11102758 10565526 11466514 28059314 16500531 77694643 11102758 10565526 11466514 28059314 16500531 77694643 18628809 59065834 254229 179593 170888 200884 565042 1370636 48019 13642 141483 1086703 619232 1909079 80974358 112469140 0.72940 0.76290 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS LIST RENTAL SALE OF INVENTORY MANAGEMENT FEES PARKING RAMP SETTLEMENT RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25722229 3130176 2521655 1026441 30347619 9485783 14801644 1874732 439930 25722229 8908809 10272 1036286 469584 9485783 9160587 300000 -95994 455784 8908809 8381531 21363 1059613 301920 9160587 0.62670 0.37330 0.00000 0 0 3471495 3471495 19029938 3715871 15314067 2944433 2222125 722308 3050738 2683429 367309 1016927 1016927 20892106 ANNUITIES PAYABLE 253390 RELATED PARTY PAYABLE 4466 257856 X PART V, LINE 4: THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT FUND ASSETS DESIGNED TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS IT SUPPORTS IN ACCORDANCE WITH EXPLICIT DONOR STIPULATIONS. PART X, LINE 2: 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. CELEBRATE PLANNED PARENTHOOD 626082 538697 87385 68648 106051 READY OR HOT 15223 850 14373 2790 2427 11698 1 5605 5605 1600 6851 1179 646910 545152 101758 4390 77926 118928 201244 -99486 1 PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA ACTION FUND 671 VANDALIA ST ST PAUL MN 55114 411709702 501(C)(4) 550842 GENERAL SUPPORT- NON-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 NEIGHBORHOOD HEALTH SOURCE 3300 FREMONT AVE N MINNEAPOLIS MN 55412 411235064 501(C)(3) 44500 TITLE X DISTRIBUTION HENNEPIN COUNTY MEDICAL CENTER 701 PARK AVE MINNEAPOLIS MN 55415 421707837 501(C)(3) 44500 TITLE X DISTRIBUTION 5 1 PART I, LINE 2: GRANTS TO THE ORGANIZATIONS ARE DESIGNATED FOR SPECIFIC PURPOSE USE OR IS A CHARITABLE DONATION THAT DOES NOT REQUIRE REPORTING AFTER DISBURSEMENT. TITLE X DISTRIBUTIONS TO 5 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 CEO 320908 0 0 0 81252 0 61162 0 24747 0 488069 0 0 0 KURT KAISER CFO 186130 0 5000 0 1404 0 45593 0 8552 0 246679 0 0 0 CINDY KAISER COO 208032 0 25 0 2491 0 40194 0 7902 0 258644 0 0 0 SUSAN CASEY CHIEF COMPLIANCE OFFICER 193241 0 0 0 3233 0 38300 0 8811 0 243585 0 0 0 CAROL BALL MEDICAL DIRECTOR 308789 0 100 0 73055 0 60961 0 26238 0 469143 0 0 0 CATHERINE LAWRENCE VP & CHIEF DEVELOPMENT OFFICER 156031 0 25 0 1928 0 23703 0 15965 0 197652 0 0 0 CONNIE LEWIS VP EXTERNAL AFFAIRS 168252 0 0 0 16653 0 37071 0 10376 0 232352 0 0 0 MERI BETH KENNEDY VP CLINICAL OPERATIONS 142522 0 25 0 10711 0 10280 0 25702 0 189240 0 0 0 SCOTT GRINDE CONTROLLER 135250 0 15025 0 57257 0 1703 0 669 0 209904 0 0 0 KIMBERLY FISCHER PHYSICIAN 155810 0 215 0 550 0 0 0 715 0 157290 0 0 0 PART I, LINE 4B 457(F) PLAN DEFERRALS: SARAH STOESZ - $58,562 KURT KAISER - $28,093 CINDY KAISER - $38,808 SUSAN CASEY - $18,759 CAROL BALL - $58,361 CATHERINE LAWRENCE - $4,552 CONNIE LEWIS - $17,748 MERI BETH KENNEDY - $9,696 457(F) PLAN DISTRIBUTIONS: SARAH STOESZ - $57,971 CAROL BALL - $51,922 CONNIE LEWIS - $10,517 SCOTT GRINDE - $56,598 X 10 3450 FMV X 140 FMV X 4858 FMV X 90 2415999 STOCK MARKET QUOTES X 7 304 FMV X 48 4775 FMV X GIFT CERT 102 32826 FMV X MISCELLANEOUS 8 11779 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 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 AUDIT COMMITTEE, ALONG WITH THE MANAGEMENT TEAM, CONDUCTED A DETAILED REVIEW AND THE TREASURER PRESENTED THE FORM 990 TO THE FULL BOARD 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 AN 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 STREET ST PAUL MN 55114 411709702 ADVOCACY MN 501(C)(4) N/A PPMNS 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 PLANNED PARENTHOOD MN ND SD ACTION FUND B 550842 CASH PLANNED PARENTHOOD MN ND SD ACTION FUND Q 55066 CONTRACT TERMS