Attach to Form 990 or Form 990-EZ.
See separate instructions.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) | (iv) Is the organization in col. (i) listed in your governing document? | (v) Did you notify the organization in col. (i) of your support? | (vi) Is the organization in col. (i) organized in the U.S.? | (vii) Amount of monetary support | |||
|---|---|---|---|---|---|---|---|---|---|
| Yes | No | Yes | No | Yes | No | ||||
| Total | |||||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2009 | (b) 2010 | (c) 2011 | (d) 2012 | (e) 2013 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | 8,942,678 | 14,007,398 | 10,125,490 | 11,999,416 | 8,918,816 | 53,993,798 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | 315,337 | 360,919 | 431,885 | 271,380 | 1,379,521 | |
| 4 | Total. Add lines 1 through 3 | 9,258,015 | 14,368,317 | 10,557,375 | 12,270,796 | 8,918,816 | 55,373,319 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 14,455,722 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 40,917,597 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2009 | (b) 2010 | (c) 2011 | (d) 2012 | (e) 2013 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 9,258,015 | 14,368,317 | 10,557,375 | 12,270,796 | 8,918,816 | 55,373,319 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 59,952 | 16,845 | 7,176 | 9,173 | 93,146 | |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.).. | 258,523 | 451,127 | 1,404,704 | 460,466 | 173,647 | 2,748,467 |
| 11 | Total support (Add lines 7 through 10). | 58,214,932 | |||||






Calendar year (or fiscal year beginning in) ![]() |
(a) 2009 | (b) 2010 | (c) 2011 | (d) 2012 | (e) 2013 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513.. | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2009 | (b) 2010 | (c) 2011 | (d) 2012 | (e) 2013 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||




| Facts And Circumstances Test |
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| Explanation |
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Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE IS MADE UP OF THE BOARD CHAIR, VICE CHAIR, TREASURER, SECRETARY AND A DESIGNATED AT-LARGE BOARD MEMBER. THE EXECUTIVE COMMITTEE IS RESPONSIBLE TO THE BOARD OF DIRECTORS WITH FULL POWERS TO ACT IN THE OPERATION AND MANAGEMENT OF THE ORGANIZATION BETWEEN MEETINGS OF THE BOARD EXCEPT AS OTHERWISE PROVIDED. THE EXECUTIVE COMMITTEE KEEPS MINUTES OF EACH OF ITS MEETINGS AND REPORTS THE SAME TO THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 2 | CYRIL MANDELBAUM AND RON ROSENBLATT - BUSINESS RELATIONSHIP |
| FORM 990, PART VI, SECTION A, LINE 3 | DOUG JACKSON PROVIDED CONTRACT CEO SERVICES WHILE JILL JUNE WAS INCAPACITATED (INJURED). |
| FORM 990, PART VI, SECTION A, LINE 4 | THE BYLAWS WERE AMENDED IN JULY 2013 TO ALLOW THE BOARD TO EXTEND THE TERM LIMITS OF OFFICERS BEYOND THE STATED TIME LIMIT AND TO REMOVE THE VICE CHAIR FROM THE FINANCE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WAS REVIEWED BY THE CFO, CEO AND GENERAL COUNCIL. THE FORM 990 WAS THEN PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST IS DEEMED TO EXIST BETWEEN A LICENCED CLINICIAN (WHETHER EMPLOYEE OR INDEPENDENT CONTRACTOR) OR ANY OTHER EMPLOYEES WHEN THEY ARE A PARTY TO A CONTRACT, OTHER THAN THEIR OWN EMPLOYMENT CONTRACT OR INDEPENDENT CONTRACTOR AGREEMENT, OR INVOLVED IN A TRANSACTION WITH PLANNED PARENTHOOD OF THE HEARTLAND, INC. FOR GOODS OR SERVICES. WHEN THEY HAVE A MATERIAL FINANCIAL INTEREST IN, OR ARE OTHERWISE A DIRECTOR, OFFICER, AGENT, PARTNER, ASSOCIATE, EMPLOYEE, TRUSTEE, PERSONAL REPRESENTATIVE, RECEIVER, GUARDIAN, CUSTODIAN, OR OTHER LEGAL REPRESENTATIVE OF AN ENTITY THAT IS ENGAGED IN A TRANSACTION WITH PLANNED PARENTHOOD OF THE HEARTLAND, INC. LAST, WHEN THEY ARE ENGAGED IN SOME CAPACITY OR HAVE A MATERIAL FINANCIAL INTEREST IN A BUSINESS OR ENTERPRISE THAT COMPETES WITH PLANNED PARENTHOOD OF THE HEARTLAND, INC. ANNUALLY, EACH CLINICIAN AND EMPLOYEE WITH MANAGEMENT RESPONSIBILITIES COMPLETES A DISCLOSURE FORM IDENTIFIYING ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES IN WHICH THEY ARE INVOLVED THAT COULD CONTRIBUTE TO A CONFLICT OF INTEREST. ANNUAL REVIEWS ARE DONE BY THE CEO AND VARIOUS COMMITTEES WITHIN THE ORGANIZATION TO MAKE SURE ALL NECESSARY SIGNATURES AND FORMS HAVE BEEN UPDATED AND COMPLETED BY ALL. ANY POTENTIAL CONFLICTS OF INTEREST ARE BROUGHT TO THE ATTENTION OF THE BOARD OF DIRECTORS BY THE EXECUTIVE MANAGEMENT TEAM. THE BOARD WOULD DETERMINE IF A CONFLICT OF INTEREST EXISTED, AND WOULD IMPOSE A "WALL" BETWEEN THE PERSON AND ANY INFORMATION AND DECISION MAKING, REGARDING THE RELATIONSHIP GIVING RISE TO THE CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION COMMITTEE REVIEWED THE PERFORMANCE OF THE CEO, INCLUDING COMPARISON TO A COMPENSATION STUDY. THE CEO'S COMPENSATION WAS APPROVED BY THE FULL BOARD OF DIRECTORS. THE PROCEDURES WERE LAST COMPLETED IN 2014. THE COMPENSATION OF OTHER OFFICERS IS DETERMINED BY A REVIEW OF EACH OFFICER'S PERFORMANCE BY THE CEO. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST. |
| FORM 990, PART XII, LINE 2C: | DURING THE FISCAL YEAR, THE AUDIT COMMITTEE WAS ELIMINATED AND THE AUDIT OVERSIGHT RESPONSIBILITIES WERE GIVEN TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. |
| Software ID: | |
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Affiliated Group Business Name:
PLANNED PARENTHOOD VOTERS OF NEBRASKA Address. Either US or Foreign Type:
PO BOX 4557
DES MOINES,
IA
50314
EIN:
47-0762497 Electing Organization Checkbox:
Total Grassroots Lobbying:
419
Total Direct Lobbying:
18,580
Total Lobbying Expenditures:
18,999
Other Exempt Purpose Expenditures:
113,107
Total Exempt Purpose Expenditures:
132,106
Lobbying Nontaxable Amount:
26,421
Grassroots Nontaxable Amount:
6,605
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
|
|
Affiliated Group Business Name:
PLANNED PARENTHOOD VOTERS OF IOWA Address. Either US or Foreign Type:
1171 7TH STREET
DES MOINES,
IA
50314
EIN:
42-1357011 Electing Organization Checkbox:
Total Grassroots Lobbying:
409
Total Direct Lobbying:
29,561
Total Lobbying Expenditures:
29,970
Other Exempt Purpose Expenditures:
159,817
Total Exempt Purpose Expenditures:
189,787
Lobbying Nontaxable Amount:
37,957
Grassroots Nontaxable Amount:
9,489
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
|
|
Affiliated Group Business Name:
PLANNED PARENTHOOD OF ARKANSAS AND EASTERN OKLAHOMA Address. Either US or Foreign Type:
PO BOX 4557
DES MOINES,
IA
50314
EIN:
73-0685955 Electing Organization Checkbox:
Total Grassroots Lobbying:
1,471
Total Direct Lobbying:
12,786
Total Lobbying Expenditures:
14,257
Other Exempt Purpose Expenditures:
4,754,959
Total Exempt Purpose Expenditures:
4,769,216
Lobbying Nontaxable Amount:
388,461
Grassroots Nontaxable Amount:
97,115
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
|
|
Affiliated Group Business Name:
PLANNED PARENTHOOD OF THE HEARTLAND INC Address. Either US or Foreign Type:
1171 7TH STREET
DES MOINES,
IA
50314
EIN:
42-0727488 Electing Organization Checkbox:
Total Grassroots Lobbying:
1,050
Total Direct Lobbying:
686
Total Lobbying Expenditures:
1,736
Other Exempt Purpose Expenditures:
16,288,625
Total Exempt Purpose Expenditures:
16,290,361
Lobbying Nontaxable Amount:
964,518
Grassroots Nontaxable Amount:
241,130
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
|