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← PLANNED PARENTHOOD OF THE HEARTLAND FOUNDATION

Form 990 for tax year 2023

Filed by PLANNED PARENTHOOD OF THE HEARTLAND FOUNDATION.

Totals

Total revenue
$2,906,921
Total expenses
$595,730
Contributions and grants received
$1,650,240
Grants paid
$380,921
Program service revenue
$0
Investment income
$1,136,126
Other revenue
$120,555
Total assets, end of year
$18,038,754
Total liabilities, end of year
$3,495,344
Net assets or fund balances, end of year
$14,543,410
Program services expenses (Part IX)
$380,921
Management and general expenses
$214,809
Fundraising expenses
$0
Program service expenses (Part III)
$380,921

Program services were 63.9% 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.

  • 1f · All other contributions, gifts and grants

    $1,650,240

  • 3 · Investment income

    total $205,584 · excluded $205,584

  • 6a · Gross rents

    real property $568,003

  • 6b · Less rental expenses

    real property $447,448

  • 6c · Rental income or loss

    real property $120,555

  • 6d · Net rental income or loss

    total $120,555 · unrelated business -$25,120 · excluded $145,675

  • 7a · Gross sales of assets other than inventory

    other assets $930,542

  • 7b · Less cost or other basis and sales expenses

    other assets $0

  • 7c · Gain or loss

    other assets $930,542

  • 7d · Net gain or loss

    total $930,542 · excluded $930,542

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $380,921 · program services $380,921

  • 11a · Fees: management

    total $149,748 · management and general $149,748

  • 11b · Fees: legal

    total $1,543 · management and general $1,543

  • 11f · Fees: investment management

    total $49,318 · management and general $49,318

  • 11g · Fees: other

    total $11,000 · management and general $11,000

  • 23 · Insurance

    total $600 · management and general $600

  • 24a · Other expenses: MISCELLANEOUS

    total $2,600 · management and general $2,600

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,212,311 · end of year $347,347

  • 9 · Prepaid expenses and deferred charges

    beginning of year $760 · end of year $671

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

    $13,458,333

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

    $6,903,629

  • 10c · Land, buildings and equipment, net

    beginning of year $6,346,337 · end of year $6,554,704

  • 11 · Investments: publicly traded securities

    beginning of year $6,262,144 · end of year $6,609,372

  • 12 · Investments: other securities

    beginning of year $649,495 · end of year $720,679

  • 15 · Other assets

    beginning of year $581,032 · end of year $3,805,981

  • 17 · Accounts payable and accrued expenses

    beginning of year $62,427 · end of year $119,945

  • 21 · Escrow or custodial account liability

    beginning of year $2,667 · end of year $2,667

  • 23 · Secured mortgages and notes payable

    beginning of year $2,900,403 · end of year $2,773,739

  • 25 · Other liabilities

    beginning of year $449,245 · end of year $598,993

  • 27 · Net assets without donor restrictions

    beginning of year $7,705,735 · end of year $9,211,756

  • 28 · Net assets with donor restrictions

    beginning of year $3,931,602 · end of year $5,331,654

Mission and programs · 2023

Mission

SUPPORTING PLANNED PARENTHOOD OF THE HEARTLAND, INC.

  • FUNDS WERE DISTRIBUTED TO PLANNED PARENTHOOD OF THE HEARTLAND, INC. (EIN: 42-0727488), AN IRS CODE SECTION 501(C)(3) ORGANIZATION, TO PROVIDE EDUCATIONAL PROGRAMS AND HEALTHCARE SERVICES.

    Expenses $380,921 · Grants $380,921

As filed on the 2023 return.

Listed in Part VII

  • Ruth Richardson

    PRESIDENT & CHAIR (AS OF 1/1/24)

    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 (AS OF 1/1/24)

    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 & DIRECTOR (AS OF 1/1/24)

    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

  • Patrice Sayre

    CHAIR (THROUGH 12/31/23)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Barb Jacobson

    VICE CHAIR (THROUGH 12/31/23)

    Total calculated
    $0
    Hours/week
    1

  • Fran Fleck

    DIRECTOR (THROUGH 12/31/23)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Stephen Griffith

    DIRECTOR (AS OF 1/1/24)

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Richard McArthur

    DIRECTOR (THROUGH 12/31/23)

    Total calculated
    $0
    Hours/week
    1

  • Dr Robert Shaw

    DIRECTOR (THROUGH 12/31/23)

    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 FOUNDATION 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.

  • PLANNED PARENTHOOD OF THE HEARTLAND INC

    501(C)(3) · PATIENT SERVICES · IA

    Directly controlled by PLANNED PARENTHOOD NORTH CENTRAL STATES

  • PLANNED PARENTHOOD VOTERS OF IOWA

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

    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

    Directly controlled by PLANNED PARENTHOOD NORTH CENTRAL STATES

  • PLANNED PARENTHOOD NORTH CENTRAL STATES

    501(C)(3) · MANAGEMENT AND STAFFING SERVICES · MN

  • PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA

    501(C)(3) · PATIENT SERVICES · MN

    Directly controlled by PLANNED PARENTHOOD NORTH CENTRAL STATES

  • PLANNED PARENTHOOD MN ND SD ACTION FUND

    501(C)(4) · ADVOCACY · MN

    Directly controlled by PLANNED PARENTHOOD NORTH CENTRAL STATES

  • PLANNED PARENTHOOD NORTH CENTRAL STATES FOUNDATION

    501(C)(3) · RAISE AND HOLD FUNDS FOR PLANNED PARENTHOOD NORTH CENTRAL STATES · MN

    Directly controlled by PLANNED PARENTHOOD NORTH CENTRAL STATES

  • PLANNED PARENTHOOD OF MINNESOTA POLITICAL ACTION FUND

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

    Directly controlled by PPMNS ACTION FUND

  • PLANNED PARENTHOOD MINNESOTA PAC

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

    Directly controlled by PPMNS ACTION FUND

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202511359349307301

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