Civic Intelligence

Planned Parenthood of Illinois

EIN 36-2170901 • 501(c)3 • Chicago, IL

Profile

Planned Parenthood of Illinois is the leader in providing and promoting compassionate, comprehensive reproductive health care, education, and rights.

18 South Michigan Avenue No 6th FlChicago, IL 60603

www.ppil.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

45th percentile

0.19x

Higher debt load relative to assets than 45% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

43rd percentile

0.26x

Higher debt load relative to revenue than 43% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2022

Net Margin

85th percentile

38%

Higher net margin than 85% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

31st percentile

$266,498

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2019

Asset Growth

90th percentile

32%

Faster asset growth than 90% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

91st percentile

66%

Faster revenue growth than 91% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Assets

Up

$93,924,036

Up $22,751,438 (+32%) from 2021

Liabilities

Up

$18,024,158

Up $4,543,193 (+34%) from 2021

Net Assets

Up

$75,899,878

Up $18,208,245 (+32%) from 2021

Revenue

Up

$68,054,680

Up $27,115,926 (+66%) from 2021

Expenses

Up

$42,129,851

Up $5,508,101 (+15%) from 2021

Net Income

Up

$25,924,829

Up $21,607,825 (+501%) from 2021

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100M$50M$0Assets 2010: $25,419,952Liabilities 2010: $11,036,987Net Assets 2010: $14,382,9652010Assets 2011: $27,294,005Liabilities 2011: $10,194,863Net Assets 2011: $17,099,1422011Assets 2012: $28,916,865Liabilities 2012: $10,308,246Net Assets 2012: $18,608,6192012Assets 2013: $30,359,764Liabilities 2013: $10,002,188Net Assets 2013: $20,357,5762013Assets 2014: $31,738,305Liabilities 2014: $9,384,033Net Assets 2014: $22,354,2722014Assets 2015: $34,424,319Liabilities 2015: $9,523,350Net Assets 2015: $24,900,9692015Assets 2016: $39,080,356Liabilities 2016: $7,577,650Net Assets 2016: $31,502,7062016Assets 2017: $50,222,953Liabilities 2017: $7,697,770Net Assets 2017: $42,525,1832017Assets 2018: $61,608,086Liabilities 2018: $7,308,382Net Assets 2018: $54,299,7042018Assets 2019: $63,515,263Liabilities 2019: $8,557,624Net Assets 2019: $54,957,6392019Assets 2020: $63,402,972Liabilities 2020: $12,113,154Net Assets 2020: $51,289,8182020Assets 2021: $71,172,598Liabilities 2021: $13,480,965Net Assets 2021: $57,691,6332021Assets 2022: $93,924,036Liabilities 2022: $18,024,158Net Assets 2022: $75,899,8782022

Highlighted filing

2022

Assets$93,924,036
Liabilities$18,024,158
Net Assets$75,899,878

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80M$60M$40M$20M$0-$20MExpenses 2010: $25,435,9032010Expenses 2011: $23,621,3222011Expenses 2012: $22,780,7862012Expenses 2013: $23,877,6572013Revenue 2014: $25,500,209Expenses 2014: $24,164,242Net Income 2014: $1,335,9672014Revenue 2015: $27,186,820Expenses 2015: $24,241,459Net Income 2015: $2,945,3612015Revenue 2016: $33,147,935Expenses 2016: $25,971,666Net Income 2016: $7,176,2692016Revenue 2017: $37,943,709Expenses 2017: $28,246,958Net Income 2017: $9,696,7512017Revenue 2018: $41,638,615Expenses 2018: $30,037,079Net Income 2018: $11,601,5362018Revenue 2019: $35,847,125Expenses 2019: $35,696,605Net Income 2019: $150,5202019Revenue 2020: $35,151,669Expenses 2020: $37,795,186Net Income 2020: -$2,643,5172020Revenue 2021: $40,938,754Expenses 2021: $36,621,750Net Income 2021: $4,317,0042021Revenue 2022: $68,054,680Expenses 2022: $42,129,851Net Income 2022: $25,924,8292022

Highlighted filing

2022

Revenue$68,054,680
Expenses$42,129,851
Net Income$25,924,829

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$93.9$18.0$75.9$68.1$42.1$25.9
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$71.2$13.5$57.7$40.9$36.6$4.32
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$63.4$12.1$51.3$35.2$37.8$2.64
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$63.5$8.56$55.0$35.8$35.7$0.15
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.6$7.31$54.3$41.6$30.0$11.6
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.2$7.70$42.5$37.9$28.2$9.70
2016Detailed filing. Detailed filing data is available for this year.$39.1$7.58$31.5$33.1$26.0$7.18
2015Detailed filing. Detailed filing data is available for this year.$34.4$9.52$24.9$27.2$24.2$2.95
2014Detailed filing. Detailed filing data is available for this year.$31.7$9.38$22.4$25.5$24.2$1.34
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.4$10.0$20.4$23.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.9$10.3$18.6$22.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.3$10.2$17.1$23.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.4$11.0$14.4$25.4
Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 12, 2020
Return Version
2018v3.1
Gross Receipts
$36,351,906
Mission and Program Overview

Mission

Planned Parenthood of Illinois is the leader in providing and promoting compassionate, comprehensive reproductive health care, education, and rights.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$25,261,156$31,610,570▲ $6,349,414
Land, Buildings, and Equipment, Net$19,000,802$19,450,740▲ $449,938
Accounts Receivable$6,634,881$4,044,606▼ $2,590,275
Pledges and Grants Receivable$4,338,647$3,212,456▼ $1,126,191
Inventories for Sale or Use$3,518,541$3,212,366▼ $306,175
Cash and Non-Interest-Bearing Accounts$2,498,262$1,405,987▼ $1,092,275
Prepaid Expenses and Deferred Charges$144,132$207,101▲ $62,969
Total Assets$61,608,086$63,515,263▲ $1,907,177
Other Assets Total$211,665$371,437▲ $159,772
Liabilities
Tax Exempt Bond Liabilities$5,092,310$5,100,835▲ $8,525
Accounts Payable and Accrued Expenses$1,806,201$3,135,249▲ $1,329,048
Other Liabilities$342,103$261,749▼ $80,354
Deferred Revenue$67,768$59,791▼ $7,977
Total Liabilities$7,308,382$8,557,624▲ $1,249,242
Net Assets / Fund Balance
Unrestricted Net Assets$46,083,437$47,583,872▲ $1,500,435
Temporarily Rstr Net Assets$7,699,212$6,856,712▼ $842,500
Permanently Rstr Net Assets$517,055$517,055→ $0
Total Net Assets Fund Balance$54,299,704$54,957,639▲ $657,935
Total Liabilities and Net Assets / Fund Balance$61,608,086$63,515,263▲ $1,907,177

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,721,371$5,438,014$16,159,385
Leasehold Improvements$4,522,733$3,008,741$7,531,474
Equipment$2,020,425$4,538,120$6,558,545
Land$2,186,211-$2,186,211

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$2,502,585-▲ $124,459-$2,627,044
2017$2,116,900$297,547▲ $88,138-$2,502,585
2016$1,856,236$102,454▲ $158,210-$2,116,900
2015$1,790,030$100,000▼ $33,794-$1,856,236
2014$1,803,464-▼ $13,434-$1,790,030
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer WelchPresident & CEOFT$252,194$14,304$266,498
Yamelsie RodriguezChief Operating OfficerFT$210,756$23,721$234,477
Tim CaseChief Development OfficerFT$181,360$15,075$196,435
Paula Thornton GreearSr. VP of Ext. Rep. Mgmt.FT$171,401$21,964$193,365
Elizabeth HigginsAssociate Medical DirectorFT$136,553$9,303$145,856
Brenda WolfeDirector Clinical & Edu. InitiativesFT$132,407$9,415$141,822
Edward MbeweCFO (Until 10/19/18)FT$92,441$3,551$95,992

Board Members and Trustees

NameTitle
Laura TuckerChair
Suyash AgrawalVice Chair
Bernadette ChopraDirector
Bonnie RothmanDirector
Casey CareyDirector
Christina OchsDirector
Debra JacksonDirector
Donna MillerDirector
Ellen BenjaminDirector
Emily NicklinDirector
Erica Nelson MDDirector
Jill GordonDirector
Julie HamosDirector
Mary BeaumontDirector
Nancy RoteringDirector
Nichelle BushDirector
Sara LurieDirector
Sue CrothersDirector
Susan MusichDirector
Tanya PolskyDirector
Mirja HaffnerDirector (As of 7/1/18)
Susan KaltDirector (As of 7/1/18)
Anel RuizDirector (Until 4/19)
Carolyn MoonSecretary
Jane GonnermanTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Donald A Campbell and CompanyConsulting18 S Michigan Avenue, Chicago, IL 60603$238,970
AcecConsulting18 S Michigan Avenue, Chicago, IL 60603$174,986
Amy WhitakerConsulting1 E Wacker Dr Ste 2100, Chicago, IL 60601$125,151
-Consulting18 S Michigan Avenue, Chicago, IL 60603$120,135
-ConsultingPO Box 180644, Delafield, WI 53018$120,000
Revenue and Support

Revenue Composition

Contributions and Grants
$17,544,995
Program Service Revenue
$17,325,814
Investment Income
$928,672
Other Revenue
$47,644
All Other Contributions
$12,463,613
Change in Net Assets
$150,520

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded28$158,041Fair Market Value (FMV)
Other Non Cash Contri Table52$10,188Fair Market Value (FMV)
Food Inventory1$4,539Cost
Books and Publications-$640Fair Market Value (FMV)
Other Non Cash Contri Table1$272Fair Market Value (FMV)
Total Noncash Contributions82$173,680-

Audited Revenue Reconciliation

Revenue per Audited Statements
$35,743,291
Revenue Not Reported on Financial Statements
$103,834
Revenue Not Reported on Form 990
$682,040
Other Revenue Adjustments
$19,244
Total Revenue per Audited Statements
$36,425,331
Total Revenue per Form 990
$35,847,125
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$18,836,850
Other Expenses$16,859,755
Total Fundraising Expense$1,462,616
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$10,034,118$4,109,918$835,579$14,979,615
Fees for Services Other$2,362,683$75,915$305,468$2,744,066
Other Employee Benefits$1,403,492$725,699$111,011$2,240,202
Occupancy$1,736,081$378,456$9$2,114,546
Depreciation Depletion$877,861$455,963-$1,333,824
Payroll Taxes$744,146$384,773$58,859$1,187,778
Office Expenses$892,930$154,333$28,862$1,076,125
All Other Expenses$31,845$537,808$-16,118$553,535
Insurance$2,415$504,982-$507,397
Travel$268,841$187,812$19,576$476,229
Current Officers, Directors, Trustees, and Key Employees$175,899$72,760$14,620$263,279
Advertising$129,798$383$63,148$193,329
Pension Plan Contributions$103,984$53,767$8,225$165,976
Fees for Services Legal-$136,110-$136,110
Fees for Services Accounting-$87,893-$87,893
Interest$5,487$80,469-$85,956
Fees for Service Investment Mgmnt Fees-$84,590-$84,590
Conferences and Meetings$8,695$10,140$5,999$24,834
Fees for Services Lobbying$22,412--$22,412
Other Expenses$9,808$3,233$170$13,211
Total Functional Expenses$25,484,105$8,749,884$1,462,616$35,696,605

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$35,767,396
Total Expenses per Form 990$35,696,605
Expenses per Audited Statements$35,612,015
Expenses Not Reported on Form 990$155,381
Expenses Not Reported on Financial Statements$84,590
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$114,292
Fundraising Gross Income$28,400
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Generations Dinner$616,946$28,400$44,593$-16,193
Total Events$616,946$28,400$114,292$-85,892
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Capital Lease Obligation$192,142
Deferred Rent Obligations$69,607

Bond Issues

BondIssuerIssuedIssue PricePurpose
AIllinois Finance Authority2007-05-24$8,050,000Finance acquisition and building of a new health center.

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$8,050,000$940,768$2,800,000$235,544

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
Yes
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 4

During FY19, the bylaws were updated to clarify various responsibilities, terms, and nominations for Board members.

Form 990, Part VI, Section B, line 11B

The Form 990 was provided to the organization and the Board of Directors prior to filing. The organization's Audit and Finance committee also reviewed the Form 990. Then the Form 990 was filed.

Form 990, Part VI, Section B, line 12C

The organization maintains a written conflict of interest policy, which is annually reviewed by management and the Board of Directors. The Board of Directors and Officers of the organization are required to certify annually that they have read and understand the conflict of interest policy and submit a written questionnaire each year disclosing any known conflicts. The responses to the questionnaires are reviewed by management and the Board's Executive Committee. Annually at a Board of Director's meeting, an instructional presentation is given on this topic. Management also monitors all transactions during the normal course of business to identify other potential conflicts. Individuals who believe they are in a potential conflict are required to recuse themselves from the deliberation and decision-making process.

Form 990, Part VI, Section B, line 15

The salary of the Chief Executive Officer/President is determined yearly by the Executive Committee, an independent body, of the Board of Directors after review of comparability data. The process is documented and performed on an annual basis. Officer and key employee compensation is determined by the CEO annually during the budgeting process after review of comparable data and is documented.

Form 990, Part VI, Section C, line 19

The governing documents, conflict of interest policy and financial statements are available upon request for the same period of disclosure as set forth in IRC Section 6104(d).

Filing and Contact Details

Filer

Filer Name
Planned Parenthood of Illinois
EIN
36-2170901
Phone
3125926800
Address
18 South Michigan Avenue No 6th Fl, Chicago, IL 60603

Signing Officer

Name
Jennifer Welch
Title
President & CEO
Phone
3125926800
Signed
2020-05-12
Discuss with paid preparer
No

Organization Details

Principal Officer
Jennifer Welch
Formed
1946
Legal Domicile
Il
Voting Board Members
24
Independent Board Members
24
Employees
384
Volunteers
1,199

Preparer

Firm
Rsm US Llp
Address
1 S Wacker Drive Ste 800, Chicago, IL 60606
Preparer
Rebekuh Eley
Phone
3126343400
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

Change in beneficial interest in trust and gift annuity 23,403.

Financial Statement Notes

Part V, Line 4:

The organization's endowments consist of funds established to support a variety of programs conducted by the organization. Virginia Leslie fund: Amounts included in this net asset category represent contributions received and then set aside by the Board to function as an endowment in order to establish a permanent and transformational change in the way reproductive healthcare and sexuality education are delivered in Illinois. Specific Board approval is required to use any assets allocated to this category.

Part X, Line 2:

Planned Parenthood of Illinois is a tax-exempt organization as defined by Section 501(c)(3) of the Internal Revenue Code (IRC) and has been classified as an organization that is not a private foundation under Section 509(a)(1). Contributions to the Agency qualify for the charitable contribution deduction under Section 170(b)(1)(A). PPIL is the sole member of several limited liability companies (LLC) whose sole purposes are to construct or renovate health centers in Illinois. These LLCs have been included in PPIL in these financial statements. The organization's endowments consist of funds established to support a variety of programs conducted by the organization. The accounting guidance on income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded and disclosed in the consolidated financial statements. The Agency may recognize the tax benefit from an uncertain tax position only if it is more-likely-than not that the tax position will be sustained on examination by the taxing authorities, based on the technical merits of the position. Management has determined that the Agency has no material uncertain tax positions that would require disclosure or adjustment. The Agency's federal exempt organization income tax returns for fiscal years ended June 30, 2016, 2017 and 2018 are subject to examination by the Internal Revenue Service (IRS), generally for three years after they were filed.

Part XI, Line 2D - Other Adjustments:

Change in Beneficial Interest in Trust and Gift Annuity 23,403.

Part XI, Line 4B - Other Adjustments:

Special Event Expenses -114,292. Shares Services Reimbursement 133,536.

Part XII, Line 2D - Other Adjustments:

Special Event Expenses 114,292. Shares Services Reimbursement -133,536.

Raw XML AppendixShowing 400 of 1,050 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd00
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IRS990/Desc0Medical services: Operates ten health centers in the Chicago metropolitan area and seven in Central Illinois that provide comprehensive reproductive health care services to women, teens and men regardless of income. Services include annual wellness exams including cervical cancer screenings and evaluation and management of abnormal cervical cancer screenings; comprehensive birth control services including permanent non-surgical female and male birth control; male reproductive health services; pregnancy testing and options counseling; testing and treatment for sexually transmitted infections (STI's) including rapid HIV testing; emergency contraception; HPV and Hepatitis A/B vaccines; breast cancer screening; and surgical and medication abortion services.
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IRS990/Form990PartVIISectionAGrp/PersonNm0Laura Tucker
IRS990/Form990PartVIISectionAGrp/PersonNm1Suyash Agrawal
IRS990/Form990PartVIISectionAGrp/PersonNm2Carolyn Moon
IRS990/Form990PartVIISectionAGrp/PersonNm3Jane Gonnerman
IRS990/Form990PartVIISectionAGrp/PersonNm4Mary Beaumont
IRS990/Form990PartVIISectionAGrp/PersonNm5Ellen Benjamin
IRS990/Form990PartVIISectionAGrp/PersonNm6Nichelle Bush
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IRS990/Form990PartVIISectionAGrp/PersonNm8Bernadette Chopra
IRS990/Form990PartVIISectionAGrp/PersonNm9Sue Crothers
IRS990/Form990PartVIISectionAGrp/PersonNm10Jill Gordon
IRS990/Form990PartVIISectionAGrp/PersonNm11Mirja Haffner
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IRS990/Form990PartVIISectionAGrp/PersonNm21Tanya Polsky
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IRS990/Form990PartVIISectionAGrp/PersonNm30Paula Thornton Greear
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
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IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director (As of 7/1/18)
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director (As of 7/1/18)
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director
IRS990/Form990PartVIISectionAGrp/TitleTxt23Director
IRS990/Form990PartVIISectionAGrp/TitleTxt24Director (Until 4/19)
IRS990/Form990PartVIISectionAGrp/TitleTxt25President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt26CFO (Until 10/19/18)
IRS990/Form990PartVIISectionAGrp/TitleTxt27Chief Operating Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt28Chief Development Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt29Associate Medical Director
IRS990/Form990PartVIISectionAGrp/TitleTxt30Sr. VP of Ext. Rep. Mgmt.
IRS990/Form990PartVIISectionAGrp/TitleTxt31Dir. Clinical & Edu. Initiatives
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