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← PLANNED PARENTHOOD NORTH CENTRAL STATES

Form 990 for tax year 2022

Filed by PLANNED PARENTHOOD NORTH CENTRAL STATES.

Totals

Total revenue
$69,692,189
Total expenses
$66,124,778
Contributions and grants received
$3,001,057
Grants paid
$834,075
Program service revenue
$66,594,428
Investment income
$7,979
Other revenue
$88,725
Total assets, end of year
$22,053,614
Total liabilities, end of year
$9,794,478
Net assets or fund balances, end of year
$12,259,136
Program services expenses (Part IX)
$45,832,471
Management and general expenses
$16,625,786
Fundraising expenses
$3,666,521
Program service expenses (Part III)
$45,832,471

Program services were 69.3% 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.

  • 1e · Government grants (contributions)

    $5,349

  • 1f · All other contributions, gifts and grants

    $2,995,708

  • 2a · Program service revenue: MGMT & ADMIN SERVICES

    total $66,293,909 · related or exempt $65,533,793 · unrelated business $760,116

  • 2b · Program service revenue: RESEARCH REVENUE

    total $300,519 · related or exempt $300,519

  • 3 · Investment income

    total $7,979 · unrelated business $282 · excluded $7,697

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $88,725 · excluded $88,725

  • 11e · Other revenue, total

    $88,725

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $834,075 · program services $834,075

  • 5 · Compensation of officers, directors and key employees

    total $3,150,184 · program services $1,309,294 · management and general $1,564,341 · fundraising $276,549

  • 7 · Other salaries and wages

    total $36,974,014 · program services $27,425,685 · management and general $7,137,579 · fundraising $2,410,750

  • 8 · Pension plan contributions

    total $964,237 · program services $731,467 · management and general $168,473 · fundraising $64,297

  • 9 · Other employee benefits

    total $4,434,173 · program services $3,043,867 · management and general $1,082,482 · fundraising $307,824

  • 10 · Payroll taxes

    total $2,957,795 · program services $2,091,206 · management and general $682,770 · fundraising $183,819

  • 11a · Fees: management

    total $9,248,621 · program services $8,595,352 · management and general $520,945 · fundraising $132,324

  • 11b · Fees: legal

    total $422,257 · management and general $422,257

  • 11c · Fees: accounting

    total $94,744 · management and general $94,744

  • 11g · Fees: other

    total $2,033,610 · program services $378,239 · management and general $1,631,090 · fundraising $24,281

  • 12 · Advertising and promotion

    total $1,183,624 · program services $1,182,002 · management and general $532 · fundraising $1,090

  • 13 · Office expenses

    total $388,487 · program services $67,798 · management and general $134,393 · fundraising $186,296

  • 14 · Information technology

    total $2,104,623 · program services $15,164 · management and general $2,022,627 · fundraising $66,832

  • 16 · Occupancy

    total $125,594 · program services $69,644 · management and general $53,610 · fundraising $2,340

  • 17 · Travel

    total $92,736 · program services $34,825 · management and general $56,159 · fundraising $1,752

  • 19 · Conferences, conventions and meetings

    total $49,483 · program services $6,498 · management and general $42,726 · fundraising $259

  • 22 · Depreciation, depletion and amortization

    total $7,862 · management and general $7,862

  • 23 · Insurance

    total $216,775 · management and general $216,775

  • 24a · Other expenses: MISCELLANEOUS EXPENSES

    total $672,770 · management and general $672,770

  • 24b · Other expenses: PROGRAM SUPPLIES

    total $80,747 · program services $42,128 · management and general $31,734 · fundraising $6,885

  • 24c · Other expenses: OTHER STAFF EXPENSES

    total $61,136 · program services $5,227 · management and general $54,688 · fundraising $1,221

  • 24d · Other expenses: FINANCIAL FEES

    total $27,231 · management and general $27,229 · fundraising $2

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,345,614 · end of year $1,842,295

  • 3 · Pledges and grants receivable

    end of year $50,000

  • 4 · Accounts receivable

    beginning of year $824,182 · end of year $892,453

  • 9 · Prepaid expenses and deferred charges

    beginning of year $454,580 · end of year $820,397

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

    $105,440

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

    $95,844

  • 10c · Land, buildings and equipment, net

    beginning of year $24,701 · end of year $9,596

  • 15 · Other assets

    beginning of year $10,895,459 · end of year $18,438,873

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,526,342 · end of year $3,757,461

  • 25 · Other liabilities

    beginning of year $1,326,469 · end of year $6,037,017

  • 27 · Net assets without donor restrictions

    beginning of year $7,478,430 · end of year $9,777,495

  • 28 · Net assets with donor restrictions

    beginning of year $1,213,295 · end of year $2,481,641

Mission and programs · 2022

Mission

TO SUPPORT ACCESS TO HIGH-QUALITY, AFFORDABLE REPRODUCTIVE HEALTH CARE SERVICES.

  • PLANNED PARENTHOOD NORTH CENTRAL STATES SERVES AS THE PARENT ORGANIZATION OF ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER CODE SECTION 501(C)(3) FOR THE PURPOSE OF PROVIDING ACCESS TO HIGH-QUALITY, AFFORDABLE REPRODUCTIVE HEALTH CARE SERVICES; PROVIDING HIGH-QUALITY MANAGEMENT AND ADMINISTRATIVE SERVICES TO SUCH ORGANIZATIONS IN FURTHERANCE OF THEIR EXEMPT PURPOSES; AND PROMOTING THE REPRODUCTIVE HEALTH OF THE RESIDENTS OF THEIR COMMUNITIES. FOR FURTHER INFORMATION, SEE OUR WEBSITE, WWW.PLANNEDPARENTHOOD.ORG/PLANNED-PARENTHOOD-NORTH-CENTRAL-STATES.

    Expenses $45,832,471 · Grants $834,075 · Revenue $65,834,312

As filed on the 2022 return.

Listed in Part VII

  • Sarah Stoesz

    PRESIDENT & CEO (THROUGH OCT 2022)

    Total calculated
    $699,395
    From this org
    $667,597
    From related orgs
    $0
    Other
    $31,798
    Hours/week
    36 + 1 related

    Schedule J breakdown matched by us

    Base
    $421,375
    Bonus
    $115,550
    Other
    $130,672
    Deferred
    $23,077
    Nontaxable benefits
    $8,721
    Filer's total
    $699,395

  • Cindy Kaiser

    COO (THROUGH JANUARY 2023)

    Total calculated
    $494,504
    From this org
    $458,934
    From related orgs
    $0
    Other
    $35,570
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $316,928
    Bonus
    $70,000
    Other
    $72,006
    Deferred
    $27,000
    Nontaxable benefits
    $8,570
    Filer's total
    $494,504

  • Sarah Traxler MD

    CMO

    Total calculated
    $381,881
    From this org
    $359,172
    From related orgs
    $0
    Other
    $22,709
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $297,579
    Bonus
    $0
    Other
    $61,593
    Deferred
    $20,500
    Nontaxable benefits
    $2,209
    Filer's total
    $381,881

  • Kenneth Bailey

    CCO / GENERAL COUNSEL

    Total calculated
    $360,666
    From this org
    $332,042
    From related orgs
    $0
    Other
    $28,624
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $277,042
    Bonus
    $55,000
    Other
    $0
    Deferred
    $20,054
    Nontaxable benefits
    $8,570
    Filer's total
    $360,666

  • Krista Mathews

    CDO

    Total calculated
    $289,843
    From this org
    $264,789
    From related orgs
    $0
    Other
    $25,054
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $218,240
    Bonus
    $0
    Other
    $46,549
    Deferred
    $15,540
    Nontaxable benefits
    $9,514
    Filer's total
    $289,843

  • Valerie Jensen

    VP OF DEI

    Total calculated
    $225,539
    From this org
    $186,119
    From related orgs
    $0
    Other
    $39,420
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,509
    Bonus
    $0
    Other
    $10,610
    Deferred
    $8,024
    Nontaxable benefits
    $31,396
    Filer's total
    $225,539

  • Carmela Kranz

    VP OF DEVELOPMENT

    Total calculated
    $222,116
    From this org
    $195,116
    From related orgs
    $0
    Other
    $27,000
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,116
    Bonus
    $0
    Other
    $0
    Deferred
    $27,000
    Nontaxable benefits
    $0
    Filer's total
    $222,116

  • Molly Gage

    VP OF HUMAN RESOURCES

    Total calculated
    $219,808
    From this org
    $197,885
    From related orgs
    $0
    Other
    $21,923
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $197,885
    Bonus
    $0
    Other
    $0
    Deferred
    $21,923
    Nontaxable benefits
    $0
    Filer's total
    $219,808

  • Ashley Booker

    EXECUTIVE VP OF LEARNING & IMPACT

    Total calculated
    $201,550
    From this org
    $174,085
    From related orgs
    $0
    Other
    $27,465
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,085
    Bonus
    $0
    Other
    $0
    Deferred
    $9,482
    Nontaxable benefits
    $17,983
    Filer's total
    $201,550

  • Kristin Nemec Senior Director

    OF CLINICAL QUALITY & COMPLIANCE

    Total calculated
    $197,267
    From this org
    $164,368
    From related orgs
    $0
    Other
    $32,899
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,535
    Bonus
    $7,000
    Other
    $14,833
    Deferred
    $15,225
    Nontaxable benefits
    $17,674
    Filer's total
    $197,267

  • Ruth Richardson

    PRESIDENT & CEO

    Total calculated
    $95,076
    From this org
    $91,208
    From related orgs
    $0
    Other
    $3,868
    Hours/week
    36 + 4 related

  • Sherri Huff

    INTERIM CFO (THROUGH MARCH 2023)

    Total calculated
    $0
    Hours/week
    36 + 4 related

  • Randy Drager

    CFO

    Total calculated
    $0
    Hours/week
    36 + 4 related

  • Sheilahn Davis-Wyatt

    COO

    Total calculated
    $0
    Hours/week
    38 + 2 related

  • Shane Swanson

    CHAIR (THROUGH DECEMBER 2022)

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Michael Belzer MD

    DIRECTOR & CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Gretchen McCarthy

    VICE CHAIR (THROUGH SEPTEMBER 2022)

    Total calculated
    $0
    Hours/week
    1

  • Teree Caldwell-Johnson

    DIRECTOR & VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • David Jones

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Dr Robert Shaw

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Mark Addicks

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jane Ahlin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robert Barrows

    DIRECTOR (THROUGH DECEMBER 2022)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Robert Becker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Traci Bransford

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Beth Elliot MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nancy Feldman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rev Stephen Griffith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rachel Hardeman PhD MPH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Samuel Heins

    DIRECTOR (THROUGH SEPTEMBER 2022)

    Total calculated
    $0
    Hours/week
    1

  • Susanne Lilly Hutcheson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Ann Jenrette-Thomas Esq Cpcc

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Kilburg MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Abigail Rose

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Sharon Sayles Belton

    DIRECTOR (THROUGH DECEMBER 2022)

    Total calculated
    $0
    Hours/week
    1

  • Jeff Smedsrud

    DIRECTOR (THROUGH OCTOBER 2022)

    Total calculated
    $0
    Hours/week
    1

  • Missy Staples Thompson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Stephani Tikalsky

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Susan Ugai

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Elsa Vega Perez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
457(F) PLAN CONTRIBUTIONS: SARAH STOESZ - $59,637 CINDY KAISER - $55,107 SARAH TRAXLER, MD - $41,790 KENNETH BAILEY - $25,521 KRISTA MATHEWS - $21,094 VALERIE JENSEN - $20,662 MOLLY GAGE - $21,366 ASHLEY BOOKER - $4,137 RUTH RICHARDSON - $9,821 457(F) PLAN DISTRIBUTIONS: CINDY KAISER - $72,006 SARAH TRAXLER, MD - $61,593 KRISTA MATHEWS - $46,549
PART I, LINE 7
IN CALENDAR YEAR 2022, SARAH STOESZ RECEIVED A RETENTION BONUS OF $115,500.

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.

  • PLANNED PARENTHOOD MINNESOTA PAC

    527 · FURTHER PPMNS ACTION FUND'S POSITION ON POLITICAL AND PUBLIC POLICY ISSUES · MN

    Directly controlled by PPMNS ACTION FUND

  • PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA

    501(C)(3) · PATIENT SERVICES · MN · controlled entity

    Directly controlled by PLANNED PARENTHOOD NORTH CENTRAL STATES

  • PLANNED PARENTHOOD MN ND SD ACTION FUND

    501(C)(4) · ADVOCACY · MN · controlled entity

    Directly controlled by PLANNED PARENTHOOD NORTH CENTRAL STATES

  • PLANNED PARENTHOOD MN ND SD FUND

    501(C)(3) · RAISE AND HOLD FUNDS FOR PLANNED PARENTHOOD MN, ND, SD · MN · controlled entity

    Directly controlled by PLANNED PARENTHOOD NORTH CENTRAL STATES

  • PLANNED PARENTHOOD OF MINNESOTA POLITICAL ACTION FUND

    527 · FURTHER PPMNS ACTION FUND'S POSITION ON POLITICAL AND PUBLIC POLICY ISSUES · MN

    Directly controlled by PPMNS ACTION FUND

  • PLANNED PARENTHOOD OF THE HEARTLAND FOUNDATION

    501(C)(3) · SUPPORT PLANNED PARENTHOOD OF THE HEARTLAND · IA · controlled entity

    Directly controlled by PLANNED PARENTHOOD NORTH CENTRAL STATES

  • PLANNED PARENTHOOD OF THE HEARTLAND INC

    501(C)(3) · PATIENT SERVICES · IA · controlled entity

    Directly controlled by PLANNED PARENTHOOD NORTH CENTRAL STATES

  • PLANNED PARENTHOOD VOTERS OF IOWA

    501(C)(4) · EDUCATE SUPPORTERS ON LEGISLATIVE ISSUES · IA · controlled entity

    Directly controlled by PLANNED PARENTHOOD NORTH CENTRAL STATES

  • PLANNED PARENTHOOD VOTERS OF IOWA PAC

    527 · ENGAGE IN POLITICAL SUPPORT OF PRIVACY RIGHTS AND REPRODUCTIVE HEALTH · IA

    Directly controlled by PLANNED PARENTHOOD VOTERS OF IOWA

  • PLANNED PARENTHOOD VOTERS OF NEBRASKA

    501(C)(4) · EDUCATE SUPPORTERS ON LEGISLATIVE ISSUES · NE · controlled entity

    Directly controlled by PLANNED PARENTHOOD NORTH CENTRAL STATES

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • BRIDGE HEALTHCARE PARTNERS LLC

    MANAGEMENT SERVICES · MN · income $4,852,325 · assets $2,067,819

    Directly controlled by PLANNED PARENTHOOD NORTH CENTRAL STATES

Provenance

Return type
form_990
Tax year
2022
Filed
6 May 2024
IRS schema version
2022v5.0
Source object
202431309349300538

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