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← PLANNED PARENTHOOD OF THE HEARTLAND INC

Form 990 for tax year 2023

Filed by PLANNED PARENTHOOD OF THE HEARTLAND INC.

Totals

Total revenue
$15,187,974
Total expenses
$24,078,566
Contributions and grants received
$8,959,451
Grants paid
$1,187,120
Program service revenue
$6,323,700
Investment income
$0
Other revenue
-$95,177
Total assets, end of year
$5,757,911
Total liabilities, end of year
$25,880,914
Net assets or fund balances, end of year
-$20,123,003
Program services expenses (Part IX)
$17,889,565
Management and general expenses
$4,911,896
Fundraising expenses
$1,277,105
Program service expenses (Part III)
$17,889,565

Program services were 74.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $387,726

  • 1d · Related organizations

    $469,358

  • 1e · Government grants (contributions)

    $2,550,780

  • 1f · All other contributions, gifts and grants

    $5,551,587

  • 1g · Noncash contributions included above

    $1,180,327

  • 2a · Program service revenue: CLINIC SERVICES

    total $6,323,647 · related or exempt $6,323,647

  • 2b · Program service revenue: EDUCATIONAL SERVICES

    total $53 · related or exempt $53

  • 8a · Fundraising events: gross income

    $27,766

  • 8a · Fundraising events: contributions included on line 1c

    $387,726

  • 8b · Fundraising events: direct expenses

    $125,809

  • 8c · Net income from fundraising events

    total -$98,043 · excluded -$98,043

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $2,866 · excluded $2,866

  • 11e · Other revenue, total

    $2,866

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,187,120 · program services $1,187,120

  • 7 · Other salaries and wages

    total $286,799 · program services $286,799

  • 9 · Other employee benefits

    total $35,534 · program services $28,443 · management and general $7,091

  • 11a · Fees: management

    total $7,263,285 · program services $3,889,708 · management and general $2,526,568 · fundraising $847,009

  • 11b · Fees: legal

    total $29,184 · management and general $29,184

  • 11g · Fees: other

    total $6,868,340 · program services $6,425,452 · management and general $58,080 · fundraising $384,808

  • 12 · Advertising and promotion

    total $331,150 · program services $327,114 · management and general $4,036

  • 13 · Office expenses

    total $188,864 · program services $128,758 · management and general $60,106

  • 14 · Information technology

    total $1,791,930 · program services $253,333 · management and general $1,538,597

  • 16 · Occupancy

    total $1,990,842 · program services $2,019,135 · management and general -$28,317 · fundraising $24

  • 17 · Travel

    total $354,929 · program services $313,950 · management and general $32,066 · fundraising $8,913

  • 19 · Conferences, conventions and meetings

    total $52,922 · program services $51,253 · management and general $1,669

  • 22 · Depreciation, depletion and amortization

    total $298,702 · program services $220,051 · management and general $75,815 · fundraising $2,836

  • 23 · Insurance

    total $278,022 · program services $252,563 · management and general $25,459

  • 24a · Other expenses: CLINICAL SUPPLIES

    total $2,458,524 · program services $2,449,962 · management and general $9,922 · fundraising -$1,360

  • 24b · Other expenses: MISCELLANEOUS EXPENSES

    total $662,419 · program services $55,924 · management and general $571,620 · fundraising $34,875

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $997,536 · end of year $462,952

  • 3 · Pledges and grants receivable

    beginning of year $1,441,913 · end of year $1,707,824

  • 4 · Accounts receivable

    beginning of year $738,266 · end of year $516,546

  • 8 · Inventories for sale or use

    beginning of year $390,063 · end of year $260,252

  • 9 · Prepaid expenses and deferred charges

    beginning of year $164,627 · end of year $100,930

  • 10a · Land, buildings and equipment: cost or other basis

    $7,526,580

  • 10b · Land, buildings and equipment: accumulated depreciation

    $5,265,405

  • 10c · Land, buildings and equipment, net

    beginning of year $2,321,297 · end of year $2,261,175

  • 11 · Investments: publicly traded securities

    beginning of year $72,596 · end of year $62,922

  • 13 · Investments: program-related

    beginning of year $40,079 · end of year $79,590

  • 15 · Other assets

    beginning of year $486,112 · end of year $305,720

  • 17 · Accounts payable and accrued expenses

    beginning of year $532,740 · end of year $674,626

  • 19 · Deferred revenue

    end of year $3,046

  • 25 · Other liabilities

    beginning of year $17,675,891 · end of year $25,203,242

  • 27 · Net assets without donor restrictions

    beginning of year -$14,329,902 · end of year -$22,366,198

  • 28 · Net assets with donor restrictions

    beginning of year $2,773,760 · end of year $2,243,195

Mission and programs · 2023

Mission

TO PROVIDE, PROMOTE AND PROTECT REPRODUCTIVE AND SEXUAL HEALTH THROUGH HEALTH SERVICES, EDUCATION AND ADVOCACY.

Activities or mission (Part I)

PROVIDE, PROMOTE AND PROTECT REPRODUCTIVE AND SEXUAL HEALTH.

  • - HEALTHCARE SERVICES -IN FY24, PLANNED PARENTHOOD OF THE HEARTLAND, INC. (PPHEARTLAND) SERVED 26,374 PATIENTS IN 10 HEALTH CENTERS LOCATED IN IOWA AND NEBRASKA. OUR HEALTH CENTERS IN IOWA AND NEBRASKA PROVIDED ANNUAL EXAMS; BIRTH CONTROL; EMERGENCY CONTRACEPTION; PREGNANCY TESTING AND OPTIONS COUNSELING; FERTILITY AWARENESS EDUCATION; BREAST/CHEST EXAMS AND MAMMOGRAPHY REFERRAL; TRANSGENDER HORMONE THERAPY; LGBTQ+ CARE; PEP FOR HIV PREVENTION AFTER EXPOSURE TO HIV; PREP FOR HIV PREVENTION; HIV TESTING, EDUCATION AND REFERRAL; SCREENING & TREATMENT FOR ANXIETY AND DEPRESSION; TESTING AND TREATMENT FOR STDS/STIS, UTIS, VAGINAL AND BLADDER INFECTIONS; HPV AND HEPATITIS B VACCINATIONS; AND REFERRALS FOR ADDITIONAL CARE.69% OF CLIENTS RECEIVING CARE WERE AT OR BELOW 200% OF THE FEDERAL POVERTY LEVEL.PLANNED PARENTHOOD IS A WELL-KNOWN AND TRUSTED PROVIDER, CONSISTENTLY DELIVERING COMPASSIONATE CARE TO OUR CLIENTS IN A SUPPORTIVE ENVIRONMENT. OUR HEALTH CENTERS SERVE AS A GATEWAY FOR OUR CLIENTS TO OTHER ESSENTIAL HEALTH CARE SERVICES AND MANY OF OUR CLIENTS REPORT THAT WE ARE THEIR PRIMARY SOURCE OF HEALTH CARE, PARTICULARLY IN RURAL AREAS. TO PROVIDE ACCESS FOR PATIENTS WHO OFTEN FACE BARRIERS TO SERVICE, PLANNED PARENTHOOD OFFERS WALK-IN APPOINTMENTS AND SAME DAY SCHEDULING, ONLINE APPOINTMENT SCHEDULING AND TEXT OR EMAIL APPOINTMENT REMINDERS, TELEHEALTH, A CENTRALIZED REFILL CENTER, AND A COMMITMENT TO PROVIDING INCLUSIVE CARE TO ALL CLIENTS.

    Expenses $14,774,127 · Grants $1,187,120 · Revenue $6,323,647

  • - PUBLIC & PROFESSIONAL EDUCATION SERVICES -THE COMMUNITY EDUCATION AND ENGAGEMENT DEPARTMENT'S MISSION IS TO IMPROVE SEXUAL AND REPRODUCTIVE HEALTH OUTCOMES BY INCREASING COMMUNITIES' ACCESS TO MEDICALLY ACCURATE, CULTURALLY RELEVANT SEXUAL AND REPRODUCTIVE HEALTH EDUCATION, INFORMATION, AND RESOURCES.DURING JULY 1, 2023 - JUNE 30, 2024, COMMUNITY EDUCATION AND ENGAGEMENT PROGRAMS REACHED 26,905 YOUTH AND ADULTS ACROSS IOWA AND NEBRASKA. EDUCATORS FACILITATED 878 PRESENTATIONS ON SEXUAL AND REPRODUCTIVE HEALTH TOPICS (E.G. HEALTHY RELATIONSHIPS, BIRTH CONTROL, SEXUALLY TRANSMITTED INFECTIONS, AND COMMUNICATION SKILLS) TO 4,777 PARTICIPANTS IN COMMUNITY- AND SCHOOL-BASED SETTINGS. IN ADDITION, 13,898 PEOPLE WERE REACHED AT HEALTH FAIRS AND COMMUNITY EVENTS.

    Expenses $1,994,962 · Revenue $53

  • - PUBLIC AFFAIRS -PUBLIC AFFAIRS STAFF IN NEBRASKA ENGAGED VOLUNTEERS IN OVER 1,200 HOURS OF OUTREACH, ADVOCACY AND ENGAGEMENT ACTIVITIES AT HEALTH CENTERS, ON COLLEGE CAMPUSES, AND IN THE COMMUNITY. A NEW VOLUNTEER EFFORT THIS YEAR WAS COLLECTING SIGNATURES FOR A CONSTITUTIONAL AMENDMENT IN NEBRASKA TO PROTECT ABORTION UNTIL FETAL VIABILITY. NEBRASKA PUBLIC AFFAIRS STAFF AND SUPPORTERS WERE INVOLVED IN THIS EFFORT THROUGOUT FY24. IN IOWA, PUBLIC AFFAIRS STAFF AND VOLUNTEERS EXECUTED AN EXTENSIVE RESPONSE TO THE UNPRECEDENTED SINGLE-DAY SPECIAL SESSION OF THE LEGISLATURE FOR THE SOLE PURPOSE OF PASSING A NEAR-TOTAL ABORTION BAN. AS A RESULT, STAFF ENGAGED VOLUNTEERS IN OVER 9,000 HOURS OF OUTREACH AND ADVOCACY. THIS STATEWIDE EFFORT TO INCREASE SUPPORT FOR SEXUAL AND REPRODUCTIVE HEALTH REACHED NEARLY 94,000 SUPPORTERS IN FY24. THIS EFFORT INCLUDED USING TARGETED DIGITAL COMMUNICATIONS, ENGAGING NEW COLLEGE CAMPUSES, AND SHIFTING BACK TO IN-PERSON SUPPORTER ENGAGEMENT.ALSO, IN FY24, OUR GENERATION ACTION PROGRAMS WERE FURTHER STRENGTHENED FOLLOWING THE PANDEMIC. WE WORKED WITH STUDENTS ON FOUR CAMPUSES IN NEBRASKA WHERE STUDENT-LED GROUPS PRIORITIZED VOTER REGISTRATION AND INFORMATION ABOUT THE ABORTION BALLOT INITIATIVE; HANDING OUT SAFER SEX KITS; AND BUILDING A CAMPUS COMMUNITY OF ADVOCATES FOR SRH. WHILE OUR STAFF PROVIDE RESOURCES AND GUIDANCE TO STUDENT ORGANIZERS, OUR GOAL IS TO SUPPORT THE STUDENTS IN EXECUTING THEIR VISION FOR THE GROUP. IOWA PUBLIC AFFAIRS STAFF EXPANDED LATINE OUTREACH EFFORTS VIA THE RAIZ PROGRAM. PROGRAMMATIC WORK INCLUDED COLLABORATION WITH LATINE-SPECIFIC ORGANIZATIONS, CONTINUING WELL-BEING WORKSHOPS WITH ALLIED PARTNERS, AND TABLING AT EVENTS WITH VOLUNTEERS LIKE THE LATINO FESTIVAL IN DES MOINES.THE NEBRASKA RAIZ PROGRAM CONTINUED IN FY24 WITH THE GOAL OF BUILDING TRUST WITH LATINE COMMUNITIES TO ENSURE THAT OUR POLICY ADVOCACY, COMMUNITY ENGAGEMENT, AND POWER BUILDING GOALS AND EVENTS ARE RELEVANT TO THE NEEDS AND INTEREST OF LATINE AND SPANISH-SPEAKING COMMUNITY MEMBERS IN NEBRASKA. IN FY24, OUR RAIZ PROGRAM TABLED AT 4 LATINE-CENTERED EVENTS, SUCH AS CINCO DE MAYO AND CHINGONA FEST, TO EDUCATE THE LATINE AND SPANISH SPEAKING COMMUNITIES ABOUT THE SERVICES PLANNED PARENTHOOD PROVIDES. AT THESE EVENTS, WE SIGNED UP OVER 125 NEW PROGRAM SUPPORTERS.STAFF IN IOWA AND NEBRASKA CONTINUE TO ENGAGE PATIENT STORYTELLERS THROUGH THE HEALTH CENTER ADVOCACY PROGRAM, BOTH THROUGH HEALTH CENTER ADVOCACY TABLES IN FOUR HEALTH CENTERS IN IOWA AND TWO IN NEBRASKA THAT ALLOW PATIENTS TO SIGN UP TO PARTICIPATE IN VARIOUS ADVOCACY AND EDUCATIONAL PROGRAMMING AND THROUGH THE SPEAKERS BUREAU PROGRAM. IOWA PUBLIC AFFAIRS STAFF TRAINED NEW PATIENT ADVOCATES AS STORYTELLERS AND CULTIVATED EXISTING STORYTELLERS THROUGH COMMUNITY CARE EVENTS. YOUTH ENGAGEMENT SURGED IN GENERATION ACTION STUDENT GROUPS ON FIVE ACTIVE CAMPUSES. THE GENERATION ACTION PROGRAMS WORKED WITH STUDENTS ON FOUR CAMPUSES IN NEBRASKA WHERE STUDENT-LED GROUPS PRIORITIZED VOTER REGISTRATION AND INFORMATION ABOUT THE ABORTION BALLOT INITIATIVE; HANDING OUT SAFER SEX KITS; AND BUILDING A CAMPUS COMMUNITY OF ADVOCATES FOR SEXUAL AND REPRODUCTIVE HEALTH. WHILE OUR STAFF PROVIDE RESOURCES AND GUIDANCE TO STUDENT ORGANIZERS, OUR GOAL IS TO SUPPORT THE STUDENTS IN EXECUTING THEIR VISION FOR THE GROUP.THE IOWA PUBLIC AFFAIRS STAFF REACHED OUT TO SUPPORTERS AND VOTERS ON NATIONAL VOTER REGISTRATION DAY AND IN THE LATINE COMMUNITY VIA THEIR RAIZ PROGRAM.PUBLIC AFFAIRS STAFF PROVIDED EDUCATIONAL PROGRAMMING TO OVER 100 COMMUNITY SUPPORTERS IN NEBRASKA AND 75 IN IOWA ON HOW TO TALK TO THEIR STATE REPRESENTATIVES AND OTHERS ABOUT SEXUAL AND REPRODUCTIVE HEALTH CARE. IN LINCOLN AND OMAHA, PUBLIC AFFAIRS STAFF CONTINUED TO TRAIN SUPPORTERS TO VOLUNTEER AS HEALTH CENTER PATIENT ESCORTS AT THEIR RESPECTIVE HEALTH CENTERS. A NEW PATIENT ESCORT PROGRAM WAS LAUNCHED IN AMES.

    Expenses $1,120,476

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • RUTH RICHARDSON

    PRESIDENT & CHAIR (AS OF 1/1/2024)

    Total calculated
    $485,438
    From this org
    $0
    From related orgs
    $446,241
    Other
    $39,197
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $446,241 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $18,506 related
    Nontaxable benefits
    $0 + $20,691 related
    Filer's total
    $0 + $485,438 related

  • SHEILAHN DAVIS-WYATT

    COO & SECRETARY

    Total calculated
    $349,596
    From this org
    $0
    From related orgs
    $315,247
    Other
    $34,349
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $285,247 related
    Bonus
    $0 + $30,000 related
    Other
    $0
    Deferred
    $0 + $8,499 related
    Nontaxable benefits
    $0 + $25,850 related
    Filer's total
    $0 + $349,596 related

  • RANDY DRAGER

    CFO & TREASURER

    Total calculated
    $258,388
    From this org
    $0
    From related orgs
    $236,525
    Other
    $21,863
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $236,525 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $21,863 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $258,388 related

  • FRAN FLECK

    CHAIR (THROUGH 12/31/2023)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DR ROBERT SHAW

    VICE CHAIR (THROUGH 12/31/2023)

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • STEPHEN GRIFFITH

    DIRECTOR (AS OF 1/1/2024)

    Total calculated
    $0
    Hours/week
    1 + 2 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
PLANNED PARENTHOOD OF THE HEARTLAND 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: RUTH RICHARDSON - $76,604 SHEILAHN DAVIS-WYATT - $6,304 RANDY DRAGER - $19,801

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202531359349307168

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