2024-05-15T16:31:09-05:00 2023-06-30 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2022-07-01 680358026 CALIFORNIA PLANNED PARENTHOOD EDUCATION FUND INC CALI 9164465247 1201 K STREET 710 SACRAMENTO CA 95814 JODI HICKS PRESIDENT 9164465247 2024-05-14 1 JODI HICKS 999009999 1 JENNIFER Z IWATA P01310188 9166466464 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JODI HICKS 1201 K STREET 710 SACRAMENTO CA 95814 2670825 0 X WWW.CPPEF.ORG X 1995 CA CPPEF WORKS TO ASSURE THAT ALL INDIVIDUALS HAVE THE FREEDOM TO MAKE REPRODUCTIVE DECISIONS AND, IN ORDER FOR PEOPLE TO MAKE HEALTHY DECISIONS, THEY SHOULD HAVE ACCESS TO COMPREHENSIVE INFORMATION AND SERVICES RELATED TO SEXUALITY, REPRODUCTION, METHODS OF CONTRACEPTION, FERTILITY CONTROL, AND PARENTHOOD. 8 7 19 5 0 0 2682701 2617354 11436 705 687 5147 0 0 2694824 2623206 0 0 0 0 1309524 1607213 0 0 92164 500918 1027364 1810442 2634577 884382 -11371 2198425 3333522 365276 1511744 1833149 1821778 X CPPEF WORKS TO ASSURE THAT ALL INDIVIDUALS HAVE THE FREEDOM TO MAKE REPRODUCTIVE DECISIONS AND, IN ORDER FOR PEOPLE TO MAKE HEALTHY DECISIONS, THEY SHOULD HAVE ACCESS TO COMPREHENSIVE INFORMATION AND SERVICES RELATED TO SEXUALITY, REPRODUCTION, METHODS OF CONTRACEPTION, FERTILITY CONTROL, AND PARENTHOOD. 0 0 767174 705 CPPEF PROVIDES POLICY ANALYSIS AND ENGAGES IN ADVOCACY ACTIVITIES THAT SUPPORT CALIFORNIA PLANNED PARENTHOOD AFFILIATES' HEALTH CENTER OPERATIONS AND RESULT IN INCREASED ACCESS TO PREVENTIVE, SEXUAL AND REPRODUCTIVE, AND PRIMARY CARE FOR LOW-INCOME, UNDERSERVED, BIPOC AND LGBTQ+ COMMUNITIES THROUGHOUT CALIFORNIA. CPPEF COMMUNICATES WITH THE STATE REGARDING REIMBURSEMENT ISSUES IN FAMILY PACT, MEDI-CAL FEE-FOR-SERVICE, MEDI-CAL MANAGED CARE AND OTHER PUBLIC PROGRAMS. (ALL PROGRAM ACTIVITIES HEREIN ARE NON-LOBBYING ACTIVITIES.) 886512 CPPEF PROVIDES LEGAL, REGULATORY, AND ADMINISTRATIVE SUPPORT TO ASSIST HEALTH CARE OPERATIONS OF ITS 501C3 MEMBERS, COMPLIANCE, AND FRAUD PREVENTION, INCLUDING LICENSING, HIPAA, CONFIDENTIALITY AND PRIVACY, TELEHEALTH IMPLEMENTATION, SECURITY, BILLING, ETC. 51145 CPPEF SUPPORTS AND PROVIDES EDUCATIONAL SERVICES FOR NONPARTISAN VOTER REGISTRATION EFFORTS. 1704831 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 10 0 1 19 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X SERINA CORREA 9164465247 1201 K STREET 710 SACRAMENTO CA 95814 JODI HICKS PRESIDENT/CEO 25.60 14.40 X X 245463 138073 43511 GILDA GONZALES BOARD CHAIR 2.00 2.00 X X 0 0 0 STACY CROSS VICE CHAIR 2.00 2.00 X X 0 0 0 JON DUNN BOARD SECRETARY/TREASURER 2.00 2.00 X X 0 0 0 JENNA TOSH DIRECTOR 2.00 2.00 X 0 0 0 SHERI BONNER DIRECTOR 2.00 2.00 X 0 0 0 SUE DUNLAP DIRECTOR 2.00 2.00 X 0 0 0 DARRAH JOHNSON DIRECTOR 2.00 2.00 X 0 0 0 LISA MATSUBARA GENERAL COUNSEL & VICE PRESIDENT OF POLICY 24.80 15.20 X 135209 82869 35354 JENNIFER WONNACOTT VICE PRESIDENT OF COMMUNICATIONS & CAMPAIGNS 15.20 24.80 X 67724 110496 26673 NIKKI RAGSAC CHIEF OF STAFF 24.80 15.20 X 112455 68924 23387 STACEY WITTORFF ASSOCIATE GENERAL COUNSEL 22.80 17.20 X 95886 72336 20963 ANA SANDOVAL SENIOR SPECIAL ADVISOR 22.00 18.00 X 67997 55633 30276 724734 528331 180164 8 0 1 0 0 1605844 1011510 2617354 OTHER PROGRAM REVENUE 900009 705 705 705 147 147 52619 47619 5000 5000 5000 2623206 705 0 5147 296148 248290 41076 6782 1098967 528375 524961 45631 69010 34082 31678 3250 60502 27562 29928 3012 82586 44010 35182 3394 33523 31363 585 1575 23110 23110 75801 75801 110671 82955 27178 538 27256 10959 14629 1668 82603 45432 33994 3177 169323 99998 63870 5455 45787 45329 458 250157 219277 14937 15943 20080 10371 8833 876 8476 3663 4333 480 MEMBERSHIP DUES 161416 161416 EQUIPMENT RENTAL 19161 12838 5940 383 2634577 1704831 837582 92164 1617092 1637614 0 457808 27328 2134 73124 81382 275534 101962 188358 173572 292523 981012 2198425 3333522 254007 440934 111269 1070810 365276 1511744 X 1513844 1019580 319305 802198 1833149 1821778 2198425 3333522 -11371 0 X X 0 1 X 1 0 X 1815363 1923198 1965942 2682701 2617354 11004558 1815363 1923198 1965942 2682701 2617354 11004558 448230 10556328 9228 13191 1702 687 147 24955 11029513 18354 0.95710 0.90440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 67349 44639 111988 2522589 2634577 281729 70432 0 0 247263 239362 240522 281729 1008876 1513314 19644 8385 13121 111988 153138 61816 59841 60131 70432 252220 378330 14300 8385 13121 67349 103155 275534 101962 173572 173572 DUE FROM PPAC 15409 ROU ASSET - OPERATING LEASE 965603 981012 LEASE LIABILITY - OPERATING LEASE 1070810 1070810 X 4507056 112490 1771360 1883850 2623206 0 2623206 4518427 112490 1771360 1883850 2634577 0 2634577 PART X, LINE 2: CPPEF HAS APPLIED THE ACCOUNTING PRINCIPLES RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT THERE IS NO MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. WITH SOME EXCEPTIONS, CPPEF IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS PRIOR TO 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: REIMBURSEMENT OF SHARED COSTS PER COST SHARING CONTRACT 1,771,360. PART XII, LINE 2D - OTHER ADJUSTMENTS: REIMBURSEMENT OF SHARED COSTS PER COST SHARING CONTRACT 1,771,360. X X X 0 0 0 0 0 0 0 0 0 JODI HICKS PRESIDENT/CEO 245079 137857 0 0 384 216 21378 12025 6469 3639 273310 153737 0 0 LISA MATSUBARA GENERAL COUNSEL & VICE PRESIDENT OF 124831 76509 9999 6128 379 232 11628 7127 10291 6308 157128 96304 0 0 JENNIFER WONNACOTT VICE PRESIDENT OF COMMUNICATIONS & C 60828 99246 6618 10797 278 453 4016 6552 6120 9985 77860 127033 0 0 NIKKI RAGSAC CHIEF OF STAFF 101548 62239 10535 6457 372 228 6529 4002 7971 4885 126955 77811 0 0 STACEY WITTORFF ASSOCIATE GENERAL COUNSEL 89981 67881 5557 4192 348 263 7606 5738 4343 3276 107835 81350 0 0 ANA SANDOVAL SENIOR SPECIAL ADVISOR 62318 50987 5349 4376 330 270 4217 3450 12435 10174 84649 69257 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERS ARE AFFILIATED ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 7A EACH CALIFORNIA PLANNED PARENTHOOD ORGANIZATION THAT IS A MEMBER OF THE REPORTING ORGANIZATION MAY DESIGNATE ONE DIRECTOR. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS OF THE REPORTING ORGANIZATION HAVE THE RIGHT TO VOTE ON CERTAIN AMENDMENTS TO THE BYLAWS AND CERTAIN PROPOSED TRANSACTIONS. IN ADDITION, THE MEMBER THAT DESIGNATED A PARTICULAR DIRECTOR HAS CERTAIN RIGHTS WITH RESPECT TO ACTIONS TO REMOVE THE DIRECTOR AND FILLING VACANCIES. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS REVIEWED BY MANAGEMENT AND COUNSEL. IT IS THEN REVIEWED AND APPROVED BY THE AUDIT COMMITTEE PRIOR TO FILING. FORMS 990 ARE MADE PUBLIC VIA GUIDESTAR AND BY REQUEST. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL OFFICERS AND DIRECTORS AND KEY EMPLOYEES COMPLETE AND SIGN THE CONFLICT OF INTEREST INTERVIEW FORM. CONFLICTS, IF ANY, ARE ADDRESSED AND RESOLVED TIMELY. THE FORM INCLUDES QUERIES WITH REGARD TO FAMILY RELATIONSHIPS AND DIRECT OR INDIRECT BUSINESS RELATIONSHIPS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD DETERMINES COMPENSATION FOR OFFICERS, IF APPLICABLE, AND KEY EMPLOYEES THROUGH EXAMINATION OF COMPARABLE MARKET DATA. THE COMPENSATION COMMITTEE IS COMPRISED OF INDEPENDENT DIRECTORS. THE PROCESS WAS LAST UNDERTAKEN IN 2023. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 1023 AND FORM 990 AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. IN ADDITION, FORM 990 IS ALSO UPLOADED AND MADE AVAILABLE THROUGH GUIDESTAR ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS (AUDITED) AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. PLANNED PARENTHOD AFFILIATES OF CALIFORNIA INC 1210 K STREET SUITE 710 SACRAMENTO CA 95814 942236102 ADVOCACY IN THE FIELD OF REPRODUCTIVE HEALTH CA 501(C)(4) N/A 0 PROTECTING CHOICE IN CALIFORNIA 555 CAPITOL MALL STE 400 SACRAMENTO CA 95814 273374221 TO SUPPORT FAMILY PLANNING THROUGH POLITICAL ACTION CA 527 PLANNED PARENTHOOD AFFILIATES OF CALIFORNIA INC 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 1 0 0 PLANNED PARENTHOOD AFFILIATES OF CALIFORNIA INC N 275100 ALLOCATION BASED ON ESTIMATED USE PLANNED PARENTHOOD AFFILIATES OF CALIFORNIA INC O 1496260 ALLOCATION BASED ON TIMESHEETS PLANNED PARENTHOOD AFFILIATES OF CALIFORNIA INC P 64477 ALLOCATION BASED ON ESTIMATED USE PLANNED PARENTHOOD AFFILIATES OF CALIFORNIA INC Q 97535 ALLOCATION BASED ON ESTIMATED USE PLANNED PARENTHOOD AFFILIATES OF CALIFORNIA INC G 52619 FAIR MARKET VALUE SCHEDULE R, PART V, LINE 2 PLANNED PARENTHOOD AFFILIATES OF CALIFORNIA (PPAC) HAS DUAL EMPLOYEES BUT REIMBURSES CALIFORNIA PLANNED PARENTHOOD EDUCATION FUND, INC. (CPPEF) FOR SHARED COSTS IN ACCORDANCE WITH A SHARED RESOURCES AGREEMENT. CPPEF IS THE PAYMASTER FOR BOTH ORGANIZATIONS; ACCORDINGLY, THE FINANCIAL STATEMENTS REFLECT ALLOCATED PAYROLL AND BENEFIT EXPENSES. THE SHARED RESOURCES AGREEMENT INCLUDES COMMON EXPENSES SUCH AS OFFICE, EQUIPMENT, AND OCCUPANCY COSTS. ANY EXPENSES INCURRED BY ONE ORGANIZATION FOR THE OTHER ORGANIZATION IS BILLED AND REIMBURSED MONTHLY. SCHEDULE R, PART II THERE ARE NO TRANSACTIONS BETWEEN THE REPORTING ENTITY AND THE ORGANIZATION LISTED SECOND ON SCHEDULE R, PART II, COLUMN (A)