2024-05-07T14:57:53-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2022-07-01 473878626 PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA FUND PLAN 6516965500 671 VANDALIA STREET ST PAUL MN 55114 SARAH A STOESZ PRESIDENT 6516965500 2024-05-06 1 SARAH STOESZ XXX-XX-XXXX 1 KURT BENNION P01469618 6123764500 2024-05-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RUTH RICHARDSON 671 VANDALIA STREET ST PAUL MN 55114 2266802 0 X N/A X 2015 MN SUPPORT PLANNED PARENTHOOD MINNESOTA, NORTH DAKOTA, SOUTH DAKOTA. 3 3 0 5 0 0 22384359 1931251 0 0 163564 322062 9410 13489 22557333 2266802 2559459 11654267 0 0 0 0 0 0 0 1833232 1771564 4392691 13425831 18164642 -11159029 86654854 78179414 9132447 7299578 77522407 70879836 PLANNED PARENTHOOD MINNESOTA, NORTH DAKOTA, SOUTH DAKOTA FUND SUPPORTS PLANNED PARENTHOOD MINNESOTA, NORTH DAKOTA, SOUTH DAKOTA IN ITS MISSION OF AFFIRMING HUMAN RIGHTS TO REPRODUCTIVE HEALTH AND FREEDOM. 0 0 11848845 11654267 0 PLANNED PARENTHOOD MINNESOTA, NORTH DAKOTA, SOUTH DAKOTA FUND RECEIVES, INVESTS, AND DISTRIBUTES FUNDS AND ASSETS IN ORDER TO GROW, SUSTAIN, AND SUPPORT THE WORK OF PLANNED PARENTHOOD MINNESOTA, NORTH DAKOTA, SOUTH DAKOTA ("PPMNS"). 11848845 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 1 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA FL MN NY X PLANNED PARENTHOOD NORTH CENTRAL STATES 6516965500 670 VANDALIA STREET ST PAUL MN 55114 SARAH STOESZ PRESIDENT (THROUGH OCTOBER 2022) 1.00 39.00 X 0 667597 31798 RUTH RICHARDSON PRESIDENT 1.00 39.00 X 0 91208 3868 RANDY DRAGER FINANCIAL EXECUTIVE 1.00 39.00 X 0 0 0 SHERRI HUFF INTERIM FINANCIAL EXECUTIVE (THROUGH MARCH 2023) 1.00 39.00 X 0 0 0 TOM SANDERS CHAIR 1.00 1.00 X X 0 0 0 SHANE SWANSON VICE CHAIR (THROUGH DECEMBER 2022) 1.00 2.00 X X 0 0 0 DEB ROESLER SECRETARY AND TREASURER 1.00 0.00 X X 0 0 0 ROBERT BARROWS DIRECTOR (THROUGH DECEMBER 2022) 1.00 1.00 X 0 0 0 SUSAN WEINBERG DIRECTOR 1.00 0.00 X 0 0 0 0 758805 35666 1 0 1 0 0 908903 1022348 110666 1931251 322062 322062 MISCELLANEOUS 900099 13489 13489 13489 2266802 0 0 335551 11654267 11654267 149748 149748 8820 8820 86350 86350 5473 5473 69787 69787 295507 42369 253138 1155395 152209 1003186 484 484 13425831 11848845 1576986 0 2006026 4180882 906402 683109 3193 37720710 8861041 29995063 28859669 52018508 40849972 1728855 3602589 86654854 78179414 35025 58182 8947672 6941898 149750 299498 9132447 7299578 X 53051090 46110759 24471317 24769077 77522407 70879836 86654854 78179414 -11159029 4516458 0 X X 0 1 X 1 0 X X X 1 PLANNED PARENTHOOD MN ND SD 410948382 7 1 11654267 0 1 11654267 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 54145487 1495553 4700405 60341445 51898531 2246956 54145487 42466166 941616 8490749 51898531 39170978 2476064 819124 42466166 35821608 740809 2608560 39170978 0.66910 0.33090 0.00000 0 0 4287212 4287212 30879276 8688674 22190602 633602 172367 461235 1920620 1920620 28859669 DUES FROM RELATED ORGANIZATIONS 299498 299498 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: PLANNED PARENTHOOD OF MINNESOTA, NORTH DAKOTA, SOUTH DAKOTA FUND IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 509(A) OF THE IRC. THE ORGANIZATION FOLLOWS GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARD FOR CONTINGENCIES FOR EVALUATING UNCERTAIN TAX POSITIONS. 1 PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA 671 VANDALIA STREET SAINT PAUL MN 55114 410948382 501(C)(3) 11654267 0 GENERAL OPERATING SUPPORT 1 0 PART I, LINE 2: GRANTS TO THE ORGANIZATION ARE DESIGNATED FOR A SPECIFIC PURPOSE OR ARE A CHARITABLE DONATION THAT DOES NOT REQUIRE REPORTING AFTER DISBURSEMENT. 0 1 0 0 0 0 0 0 0 SARAH STOESZ PRESIDENT (THROUGH OCTOBER 2022) 0 421375 0 115550 0 130672 0 23077 0 8721 0 699395 0 0 PART I, LINE 3 PLANNED PARENTHOOD MINNESOTA, NORTH DAKOTA, SOUTH DAKOTA FUND DOES NOT COMPENSATE ANY INDIVIDUALS. THE ORGANIZATION RELIED ON PLANNED PARENTHOOD NORTH CENTRAL STATES IN SETTING THE COMPENSATION OF THOSE INDIVIDUAS LISTED IN FORM 990, PART VII, SECTION A. PLANNED PARENTHOOD NORTH CENTRAL STATES USED THE FOLLOWING METHODS TO ESTABLISH THE PRESIDENT'S COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PART I, LINE 4B 457(F) PLAN CONTRIBUTIONS: SARAH STOESZ - $59,637 RUTH RICHARDSON - $9,821 X 6 110666 DAILY TRADING PRICE 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 3 ALL MANAGEMENT SERVICES ARE PROVIDED THROUGH A SERVICES AGREEMENT WITH PLANNED PARENTHOOD MINNESOTA, NORTH DAKOTA, SOUTH DAKOTA. FORM 990, PART VI, SECTION A, LINE 7A THREE OF THE FIVE BOARD MEMBERS ARE APPOINTED AND MAY BE REMOVED AT ANY TIME WITH OR WITHOUT CAUSE BY THE BOARD OF DIRECTORS OF PLANNED PARENTHOOD NORTH CENTRAL STATES. 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 THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO BOARD MEMBERS, COMMITTEE MEMBERS AND OFFICERS. ALL COVERED INDIVIDUALS ARE REQUIRED TO DISCLOSE TO THE BOARD OF DIRECTORS ANY POSSIBLE CONFLICT OF INTEREST. THE INDIVIDUAL WITH A CONFLICT OF INTEREST IS NOT PERMITTED TO VOTE ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 PLANNED PARENTHOOD MINNESOTA, NORTH DAKOTA, SOUTH DAKOTA FUND DOES NOT COMPENSATE ANY INDIVIDUALS. THE ORGANIZATION RELIED ON PLANNED PARENTHOOD NORTH CENTRAL STATES IN SETTING THE COMPENSATION OF THOSE INDIVIDUAS LISTED IN FORM 990, PART VII, SECTION A. PLANNED PARENTHOOD NORTH CENTRAL STATES USED THE FOLLOWING METHODS TO ESTABLISH THE PRESIDENT'S COMPENSATION: PPNCS UTILIZES AN OUTSIDE COMPENSATION CONSULTANT TO CONDUCT A MARKET ANALYSIS OF PRESIDENT AND EXECUTIVE COMPENSATION, REPORTING ON BOTH BASE PAY MARKET MEDIAN AND VARIABLE PAY MARKET MEDIAN. FOR NON-EXECUTIVE COMPENSATION, PPNCS UTILIZED AN EXTERNAL CONSULTANT IN 2021 AND CONTINUES TO CONDUCT MARKET ANALYSES WITH PAYSCALE, WHICH ALLOWS THE JOB DESCRIPTION TO BE APPLIED TO TAILORED MARKET PARAMETERS. THE MARKET ANALYSIS IS FOCUSED ON ORGANIZATIONS THAT MATCH PPNCS IN SIZE, SCOPE, AND REGION. MULTIPLE TYPES OF ORGANIZATIONS ARE USED, PREDOMINANTLY FOCUSED ON HEALTHCARE ORGANIZATIONS, BUT OTHER INDUSTRIES WITH SIMILAR SIZE AND SCOPE ARE ALSO USED IN THE ANALYSIS TO REPRESENT THE COMPLEXITY OF THE PPNCS BUSINESS MODEL. THE FORMAL ANALYSIS IS COMPLETED ROUTINELY AND NOT LESS FREQUENTLY THAN EVERY THREE YEARS THE INCUMBENT IS IN THE POSITION. IN THE OFF-CYCLE YEARS, TRENDING DATA IS USED TO DETERMINE MOVEMENT IN PRESIDENT 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 THE PRESIDENT'S COMPENSATION. THE PRESIDENT 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 2022 FOR THE CEO, COO, CFO, CDO, CMO, SVP OF CLINICAL OPERATIONS, SENIOR DIRECTOR OF E&O, EXECUTIVE VP OF EXTERNAL AFFAIRS, AND DIRECTOR OF BOARD AFFAIRS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. LITTLE CANADA MEDICAL BUILDING LLC 671 VANDALIA STREET SAINT PAUL MN 55114 472262459 PROVIDE CLINIC SPACE FOR PATIENT SERVICES MN 442 2186111 PPMNS FUND PLANNED PARENTHOOD MINNESOTA PAC 671 VANDALIA STREET SAINT PAUL MN 55114 813846443 FURTHER PPMNS ACTION FUND'S POSITIONS ON POLITICAL AND PUBLIC POLICY ISSUES MN 527 PPMNS ACTION FUND 0 PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA 671 VANDALIA STREET SAINT PAUL MN 55114 410948382 PATIENT SERVICES MN 501(C)(3) LINE 7 PLANNED PARENTHOOD NORTH CENTRAL STATES 0 PLANNED PARENTHOOD MN ND SD ACTION FUND 671 VANDALIA STREET SAINT PAUL MN 55114 411709702 ADVOCACY MN 501(C)(4) PLANNED PARENTHOOD NORTH CENTRAL STATES 0 PLANNED PARENTHOOD NORTH CENTRAL STATES 671 VANDALIA STREET SAINT PAUL MN 55114 830614523 MANAGEMENT AND STAFFING SERVICES MN 501(C)(3) LINE 12C, III-FI N/A 0 PLANNED PARENTHOOD OF MINNESOTA POLITICAL ACTION FUND 671 VANDALIA STREET SAINT PAUL MN 55114 352174473 FURTHER PPMNS ACTION FUND'S POSITIONS ON POLITICAL AND PUBLIC POLICY ISSUES MN 527 PPMNS ACTION FUND 0 PLANNED PARENTHOOD OF THE HEARTLAND FOUNDATION 818 5TH AVENUE SUITE 200 DES MOINES IA 50309 421240096 SUPPORT PLANNED PARENTHOOD OF THE HEARTLAND IA 501(C)(3) LINE 12A, I PLANNED PARENTHOOD NORTH CENTRAL STATES 0 PLANNED PARENTHOOD OF THE HEARTLAND INC 818 5TH AVENUE SUITE 200 DES MOINES IA 50309 420727488 PATIENT SERVICES IA 501(C)(3) LINE 7 PLANNED PARENTHOOD NORTH CENTRAL STATES 0 PLANNED PARENTHOOD VOTERS OF IOWA 818 5TH AVENUE SUITE 200 DES MOINES IA 50309 421357011 EDUCATE SUPPORTERS ON LEGISLATIVE ISSUES IA 501(C)(4) PLANNED PARENTHOOD NORTH CENTRAL STATES 0 PLANNED PARENTHOOD VOTERS OF IOWA PAC 818 5TH AVENUE SUITE 200 DES MOINES IA 50309 421471296 ENGAGE IN POLITICAL SUPPORT OF PRIVACY RIGHTS AND REPRODUCTIVE HEALTH IA 527 PLANNED PARENTHOOD VOTERS OF IOWA 0 PLANNED PARENTHOOD VOTERS OF NEBRASKA PO BOX 4557 DES MOINES IA 50305 470762497 EDUCATE SUPPORTERS ON LEGISLATIVE ISSUES NE 501(C)(4) PLANNED PARENTHOOD NORTH CENTRAL STATES 0 0 1 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0