2025-05-13T12:03:53-05:00 2024-06-30 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2023-07-01 680358026 CALIFORNIA PLANNED PARENTHOOD EDUCATION FUND INC CALI 9164465247 1201 K STREET 710 SACRAMENTO CA 95814 JODI HICKS PRESIDENT 9164465247 2025-05-09 1 1 JENNIFER Z IWATA P01310188 9166466464 2025-05-09 2023 2025-03-06 01:10:19Z JODI HICKS 1201 K STREET 710 SACRAMENTO CA 95814 2179648 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 20 5 0 0 2617354 2175668 705 1691 5147 2289 0 0 2623206 2179648 0 0 0 0 1607213 1778302 0 24500 148476 1027364 602940 2634577 2405742 -11371 -226094 3333522 2884388 1511744 1288704 1821778 1595684 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 695623 1691 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 CALIFORNIANS, INCLUDING 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. 626060 CPPEF PROVIDES LEGAL, REGULATORY, AND ADMINISTRATIVE SUPPORT TO ASSIST HEALTH CARE OPERATIONS OF ITS 501C3 MEMBERS RELATED TO GENERAL COMPLIANCE, LICENSING, CONFIDENTIALITY AND PRIVACY, TELEHEALTH IMPLEMENTATION, SECURITY, BILLING, ETC. 69562 CPPEF SUPPORTS AND PROVIDES EDUCATIONAL SERVICES FOR NONPARTISAN VOTER REGISTRATION EFFORTS. 1391245 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 15 0 1 20 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 28.80 11.20 X X 321397 124987 58991 GILDA GONZALES DIRECTOR 2.00 2.00 X 0 0 0 STACY CROSS CHAIR 2.00 2.00 X X 0 0 0 JON DUNN DIRECTOR 2.00 2.00 X X 0 0 0 JENNA TOSH DIRECTOR 2.00 2.00 X 0 0 0 SHERI BONNER VICE CHAIR 2.00 2.00 X X 0 0 0 SUE DUNLAP SECRETARY/TREASURER 2.00 2.00 X 0 0 0 DARRAH JOHNSON DIRECTOR 2.00 2.00 X 0 0 0 LISA MATSUBARA CHIEF LEGAL & ADVOCACY OFFICER 24.40 15.60 X 142026 90804 34946 JENNIFER WONNACOTT CHIEF EXTERNAL AFFAIRS OFFICER 14.00 26.00 X 62633 116317 23284 NIKKI RAGSAC CHIEF OF STAFF 26.80 13.20 X 123273 60716 22766 STACEY WITTORFF ASSOCIATE GENERAL COUNSEL 23.20 16.80 X 101072 73191 19869 SERINA CORREA VP FINANCE AND ADMINISTRATION 20.00 20.00 X 79736 79736 15064 830137 545751 174920 12 0 1 0 0 1953936 221732 2175668 OTHER PROGRAM REVENUE 900009 1691 1691 1691 2289 2289 2179648 1691 0 2289 333353 236848 95366 1139 1194283 618515 489007 86761 43665 18189 21056 4420 113990 59993 46621 7376 93011 48951 38143 5917 2820 1551 1269 20527 20527 24500 24500 114606 65675 48931 29195 13079 13725 2391 34017 7660 21797 4560 120542 59697 52301 8544 24118 21706 2412 78721 70849 7872 43731 29300 13119 1312 23242 14834 7538 870 MEMBERSHIP DUES 88541 88541 EQUIPMENT RENTAL 22880 15330 6864 686 2405742 1391245 866021 148476 1637614 1219046 457808 441148 2134 3487 81382 60670 292014 145693 173572 146321 981012 1013716 3333522 2884388 440934 424702 1070810 864002 1511744 1288704 X 1019580 1089608 802198 506076 1821778 1595684 3333522 2884388 -226094 0 X X 0 1 X 1 0 X 1923198 1965942 2682701 2617354 2175668 11364863 1923198 1965942 2682701 2617354 2175668 11364863 22342 11342521 13191 1702 687 147 2289 18016 11382879 14959 0.99650 0.95710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8403 0 8403 2397339 2405742 270287 67572 0 0 239362 240522 281729 270287 1031900 1547850 8385 13121 111988 8403 141897 59841 60131 70432 67572 257976 386964 8385 13121 67349 8403 97258 292014 145693 146321 146321 DUE FROM PPAC 243218 ROU ASSET - OPERATING LEASE 770498 1013716 LEASE LIABILITY - OPERATING LEASE 864002 864002 X 4610136 349807 2080681 2430488 2179648 0 2179648 4836230 349807 2080681 2430488 2405742 0 2405742 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 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: REIMBURSEMENT OF SHARED COSTS PER COST SHARING CONTRACT 2,080,681. PART XII, LINE 2D - OTHER ADJUSTMENTS: REIMBURSEMENT OF SHARED COSTS PER COST SHARING CONTRACT 2,080,681. X X 1 GIVHER LLC 2431 CLEAT LN UNIT 102 SACRAMENTO CA 95818 GENERAL FUNDRAISING STRATEGY 0 0 24500 -24500 24500 -24500 X 0 0 X X X X X 0 0 0 0 0 0 0 0 0 JODI HICKS PRESIDENT/CEO 281230 109367 39735 15452 432 168 34558 13439 7916 3078 363871 141504 0 0 LISA MATSUBARA CHIEF LEGAL & ADVOCACY OFFICER 131326 83963 10334 6607 366 234 9821 6279 11496 7350 163343 104433 0 0 NIKKI RAGSAC CHIEF OF STAFF 111752 55042 11119 5476 402 198 5514 2716 9739 4797 138526 68229 0 0 JENNIFER WONNACOTT CHIEF EXTERNAL AFFAIRS OFFICER 56461 104855 5962 11072 210 390 1873 3478 6277 11656 70783 131451 0 0 STACEY WITTORFF ASSOCIATE GENERAL COUNSEL 92809 67207 7915 5732 348 252 6755 4892 4769 3453 112596 81536 0 0 SERINA CORREA VP FINANCE AND ADMINISTRATION 72182 72182 7254 7254 300 300 3796 3796 3736 3736 87268 87268 0 0 PART I, LINE 1A GROSS UP BONUSES TO ALL PERSONNEL LISTED ON EE BOD LIST. PART I, LINE 1B CEO GROSS UP APPROVED BY BOARD. OTHERS APPROVED BY CEO. 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 PLANNED PARENTHOOD AFFILIATES OF CALIFORNIA VOTES PAC 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 0 0 0 0 0 0 0 1 1 1 1 0 0 PLANNED PARENTHOOD AFFILIATES OF CALIFORNIA INC N 338547 ALLOCATION BASED ON ESTIMATED USE PLANNED PARENTHOOD AFFILIATES OF CALIFORNIA INC O 1742134 ALLOCATION BASED ON TIMESHEETS PLANNED PARENTHOOD AFFILIATES OF CALIFORNIA INC P 57609 ALLOCATION BASED ON ESTIMATED USE PLANNED PARENTHOOD AFFILIATES OF CALIFORNIA INC Q 32639 ALLOCATION BASED ON ESTIMATED USE 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.