2026-05-05T12:41:00-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 333 BUSH ST SUITE 1000 SAN FRANCISCO CA 94104 990 2024-07-01 956111785 PLANNED PARENTHOOD OF THE PACIFIC SOUTHWEST PLAN 6198814500 1075 CAMINO DEL RIO SOUTH SAN DIEGO CA 92108 JENNY BLACK CEO 6198814500 2026-05-03 1 1 MICHAEL LUMSDEN P01262236 4159561500 2026-05-03 2024 2025-03-06 01:10:19Z JENNY BLACK 1075 CAMINO DEL RIO SOUTH SAN DIEGO CA 92108 135318521 0 X WWW.PLANNEDPARENTHOOD.ORG X 1964 CA TO ENSURE BROAD PUBLIC ACCESS TO SEXUAL AND REPRODUCTIVE HEALTH CARE THROUGH DIRECT SERVICE, EDUCATION AND ADVOCACY. 20 20 868 277 0 0 12393548 15581197 97610588 108734084 4313103 4406651 -43150 222196 114274089 128944128 875000 832869 0 0 81192514 82291280 0 0 2989360 44718210 44883030 126785724 128007179 -12511635 936949 150047367 158106598 43234863 47625145 106812504 110481453 TO ENSURE BROAD PUBLIC ACCESS TO SEXUAL AND REPRODUCTIVE HEALTH CARE THROUGH DIRECT SERVICE, EDUCATION AND ADVOCACY. 0 0 95617924 772613 107445176 PLANNED PARENTHOOD OF THE PACIFIC SOUTHWEST (PPPSW) PROVIDES A VARIETY OF REPRODUCTIVE HEALTH SERVICES TO ITS PATIENTS. DURING THE PERIOD JULY 1, 2024 TO JUNE 30, 2025, PPPSW SAW 119,738 PATIENTS DURING 236,990 PATIENT VISITS IN ITS 19 HEALTH CENTERS. SERVICES INCLUDE 677,361 SEXUALLY TRANSMITTED INFECTION (STI) TESTS, 66,615 PREGNANCY TESTS, 44,898 CONTRACEPTION VISITS, AND 23,503 CANCER SCREENING AND PREVENTION VISITS, AMONGST OTHER REPRODUCTIVE HEALTH SERVICES OFFERED. 1350517 60256 1288908 PPPSW PROVIDES REPRODUCTIVE HEALTH CARE EDUCATION SESSIONS FOR THE COMMUNITIES THAT IT SERVICES. DURING THE PERIOD JULY 1, 2024 TO JUNE 30, 2025 PPPSW EDUCATED 21,092 PEOPLE. THE SESSIONS ARE PERFORMED IN A VARIETY OF COMMUNITY SETTINGS, OR VIRTUALLY FOR INDIVIDUALS AS WELL AS GROUPS. ADDITIONALLY, PPPSW ADVOCATES FOR INCREASED ACCESS TO IMPROVED REPRODUCTIVE HEALTH CARE IN A VARIETY OF MANNERS. 96968441 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 1 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 1 134 0 1 868 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X ERIC CANTRELL 6198814551 1075 CAMINO DEL RIO SOUTH SAN DIEGO CA 92108 NAOMI SOTO BOARD CHAIR 2.00 1.00 X X 0 0 0 BARBARA LEVY SECRETARY AND CHAIR-ELECT 2.00 1.00 X X 0 0 0 KURT GERING TREASURER 2.00 1.00 X X 0 0 0 JOSE ALCALA BOARD MEMBER 2.00 1.00 X 0 0 0 MELINDA CORDERO-BARZANGA BOARD MEMBER 2.00 0.00 X 0 0 0 DANI DAWSON BOARD MEMBER 2.00 0.00 X 0 0 0 LYNN GORGUZE BOARD MEMBER 2.00 0.00 X 0 0 0 SARAH HASSAINE BOARD MEMBER 2.00 0.00 X 0 0 0 ROBIN HENSLEY BOARD MEMBER 2.00 1.00 X 0 0 0 JASMINE LAI BOARD MEMBER 2.00 1.00 X 0 0 0 GABRIEL MALDONADO BOARD MEMBER 2.00 1.00 X 0 0 0 PATRICIA MCQUATER BOARD MEMBER 2.00 0.00 X 0 0 0 DAVID PRESKILL BOARD MEMBER 2.00 0.00 X 0 0 0 MAHA RIZVI BOARD MEMBER 2.00 1.00 X 0 0 0 KIMBERLEE ROBERTS BOARD MEMBER 2.00 0.00 X 0 0 0 TIMOTHY J SHERIDAN BOARD MEMBER 2.00 0.00 X 0 0 0 MATTHEUS STEPHENS BOARD MEMBER 2.00 1.00 X 0 0 0 CATHY STIEFEL BOARD MEMBER 2.00 0.00 X 0 0 0 DAVID TRUJILLO BOARD MEMBER 2.00 1.00 X 0 0 0 PAT WILSON BOARD MEMBER 2.00 1.00 X 0 0 0 DARRAH DIGIORGIO JOHNSON PRESIDENT & CEO (THRU 3/2025) 40.00 5.00 X 618846 0 67996 ANTOINETTE MARENGO-BARBICK CHIEF MEDICAL OFFICER 40.00 5.00 X 495440 0 22061 GARY ZIMBLE CHIEF OPERATING OFFICER 40.00 5.00 X 421335 0 39556 TRACY SKADDAN GENERAL COUNSEL 40.00 5.00 X 381978 0 36103 FRANCIS PICKFORD CHIEF FINANCIAL OFFICER 40.00 5.00 X 373634 0 15728 JENNY BLACK PRESIDENT & CEO (START 4/2025) 40.00 5.00 X 0 0 0 JILL PIERCE VP OF HEALTH CENTER OPS (THRU 5/2024) 40.00 0.00 X 390881 0 13889 CELIA ISHIKAWA VP OF HUMAN RESOURCES & ADMIN SVCS 40.00 0.00 X 326561 0 24804 SON NGUYEN ASSOCIATE MEDICAL DIRECTOR 32.00 0.00 X 288513 0 54926 THOMAS MORAN ASSOCIATE MEDICAL DIRECTOR 40.00 0.00 X 304852 0 37569 JANEEN BURLISON VP OF CLINICAL SERVICES & QUALITY 40.00 0.00 X 287224 0 23440 MASOUD NADI LEAD CLINICIAN SPECIALITY SERVICES 42.50 0.00 X 255195 0 26977 4144459 0 363049 255 0 1 0 ELITE SHOW SERVICES 2878 CAMINO DEL RIO SOUTH SUITE 113 SAN DIEGO CA 92108 SECURITY SERVICES 1150603 PROFESSIONAL MAINTENANCE SYSTEMS PO BOX 80038 SAN DIEGO CA 92138 CLEANING SERVICES 777880 SOFTCHOICE 16609 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 IT SERVICES 626742 MICROSOFT CORPORATION 2200 ALASKAN WAY SUITE 300 SEATTLE WA 98121 IT SERVICES 495428 FUZE INC 10 WILSON ROAD FLOOR 3 CAMBRIDGE MA 02138 IT SERVICES 427088 32 1534622 974889 13071686 732330 15581197 NET PATIENT SERVICE REVENUE 621300 108726834 108726834 RESEARCH INCOME 621300 5850 5850 EDUCATIONAL PRESENTATION INCOME 621300 1400 1400 108734084 2901072 2901072 216556 121877 94679 94679 94679 6541742 763525 5646194 153494 895548 610031 1505579 1505579 306992 1534622 452828 -145836 -145836 AFFILIATE SERVICE INCOME 541900 213937 213937 MISCELLANEOUS INCOME 900099 59416 59416 273353 128944128 108734084 0 4628847 707869 707869 125000 125000 2481144 525968 1955176 66040910 51316844 12713926 2010140 1888072 1490876 334316 62880 7221919 5545724 1444985 231210 4659235 3682405 842670 134160 362242 362242 155683 155683 201360 201360 4512970 3142987 1255228 114755 1226503 1138587 84620 3296 1204952 764887 299706 140359 5690570 3188298 2366555 135717 7501710 6346747 1127165 27798 1007829 798894 167024 41911 488237 202261 236794 49182 542861 261033 281828 1413744 57000 1354244 2500 3027842 2359458 665334 3050 1812488 325572 1486916 MEDICAL SUPPLIES/EQUIP 14902415 14634245 250787 17383 COMMUNITY EXPENSE 187533 150921 28987 7625 EQUIPMENT COSTS 180773 63698 116853 222 MEMBERSHIP DUES 91568 28880 55516 7172 371750 110287 261463 128007179 96968441 28049378 2989360 4670588 671086 20652297 30315531 2229110 1052784 13587258 13583439 1270692 1532653 1339881 3025509 60674443 23485747 32878734 37188696 45431476 44120479 5593880 6098764 22393451 20517657 150047367 158106598 12897240 15587488 7355515 10423866 22982108 21613791 43234863 47625145 X 99296614 102142484 7515890 8338969 106812504 110481453 150047367 158106598 X 936949 2716200 15800 X 0 1 X 1 1 1 X 8219875 51215400 15906614 12393548 15581197 103316634 8219875 51215400 15906614 12393548 15581197 103316634 13227828 90088806 711336 885127 2667179 3022668 3117628 10403938 0 0 0 0 0 59440 15263 120515 115150 273353 583721 114304293 495886600 0.78810 0.79130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 94769 188398 283167 127522652 127805819 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 0 185000 20000 283167 488167 250000 250000 250000 250000 1000000 1500000 94769 94769 50303735 514031 5060772 7059246 48819292 47693254 281332 6100520 3771371 50303735 27684723 16272225 3795819 59513 47693254 31369600 188271 -3814003 59145 27684723 19501779 7298466 4625202 55847 31369600 0.95360 0.04640 0.00000 1 0 4734459 4734459 28386913 9257269 19129644 14240176 9117153 5123023 7279147 5111325 2167822 6033748 6033748 37188696 LEASE RIGHT-OF-USE ASSETS 19091938 REFUNDABLE DEPOSITS 123434 BENEFICIAL INTEREST IN PERPETUAL TRUST 1279028 DUE FROM RELATED ORGANIZATION 23257 20517657 OPERATING LEASE LIABILITIES 21019211 FINANCE LEASE OBLIGATIONS 588080 TENANT DEPOSITS 6500 21613791 PART V, LINE 4: THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS TO SUPPORT THE OPERATIONS OF THE ORGANIZATION. 1 NORTH AMERICA 0 0 GRANTMAKING 125000 0 0 0 0 0 0 125000 0 125000 NORTH AMERICA OPERATIONAL SUPPORT 125000 0 1 0 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF ITS GRANT FUNDS BY REQUIRING RECIPIENTS TO ENTER INTO A GRANT AGREEMENT AT THE TIME OF DISTRIBUTION AND (WITH THE EXCEPTION OF INDIVIDUALS) TO SUBMIT REPORTS ON THE SPECIFIC USE OF THE GRANT FUNDS. THE NATURE AND EXTENT OF SUCH REPORTS DEPEND ON THE TYPE OF GRANTEE. ANY APPARENT MISUSE OF GRANT FUNDS IS PROPERLY INVESTIGATED. PART I, LINE 3: THE ORGANIZATION IS UTILIZING THE ACCRUAL METHOD TO ACCOUNT FOR EXPENDITURES ON SCHEDULE F, PART I. ANNIVERSARY DINNER 2025 1602521 1327742 274779 123370 151409 112618 RIVERSIDE COUNTY COCKTAIL RECEPTION 156975 127808 29167 26766 2400 23059 1 82118 79072 3046 1858 1188 10160 1841614 1534622 306992 150136 1858 154997 145837 452828 -145836 1 PLANNED PARENTHOOD ACTION FUND OF THE PACIFIC SOUTHWEST 1075 CAMINO DEL RIO SOUTH SAN DIEGO CA 92108 330476427 501(C)(4) 665000 0 TO SUPPORT EDUCATIONAL ACTIVITIES AND CERTAIN LOBBYING ACTIVITIES EQUALITY CALIFORNIA ISSUES PAC 515 FIGUEROA STREET SUITE 110 LOS ANGELES CA 90071 932318542 501(C)(4) 10000 0 TO SUPPORT PROPOSITION 3 DURING THE 2024 CALIFORNIA BALLOT PROTECT OUR HEALTHCARE 2350 KERNER BLVD SUITE 250 SAN RAFAEL CA 94001 921017935 501(C)(4) 32869 0 TO SUPPORT THE "PROTECT ACCESS TO HEALTHCARE ACT OF 2024" ON THE CALIFORNIA BALLOT 0 3 PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF ITS GRANT FUNDS BY REQUIRING RECIPIENTS TO ENTER INTO A GRANT AGREEMENT AT THE TIME OF DISTRIBUTION AND (WITH THE EXCEPTION OF INDIVIDUALS) TO SUBMIT REPORTS ON THE SPECIFIC USE OF THE GRANT FUNDS. THE NATURE AND EXTENT OF SUCH REPORTS DEPEND ON THE TYPE OF GRANTEE. ANY APPARENT MISUSE OF GRANT FUNDS IS PROPERLY INVESTIGATED. FOR GRANTS TO PLANNED PARENTHOOD ACTION FUND OF THE PACIFIC SOUTHWEST, THE BI-ANNUAL GRANT AMOUNT IS DETERMINED BASED ON NEED. EACH MONTH DURING THE GRANT PERIOD, THE FINANCIAL STATEMENTS OF THE ACTION FUND ARE REVIEWED INTERNALLY AND ANY IRREGULARITIES ARE INVESTIGATED. ADDITIONALLY, PROPER USE OF GRANT FUNDS IS MONITORED BY OVERLAPPING MANAGEMENT AND GOVERNING BODY OF BOTH ORGANIZATIONS. X 1 1 X X X X X 1 1 0 0 0 0 0 1 0 DARRAH DIGIORGIO JOHNSON PRESIDENT & CEO (THRU 3/2025) 575505 0 0 0 43341 0 38800 0 29196 0 686842 0 31345 0 ANTOINETTE MARENGO-BARBICK CHIEF MEDICAL OFFICER 493148 0 0 0 2292 0 20169 0 1892 0 517501 0 0 0 GARY ZIMBLE CHIEF OPERATING OFFICER 418237 0 0 0 3098 0 13800 0 25756 0 460891 0 0 0 TRACY SKADDAN GENERAL COUNSEL 378260 0 0 0 3718 0 13800 0 22303 0 418081 0 0 0 JILL PIERCE VP OF HEALTH CENTER OPS (THRU 5/2024 108299 0 30315 0 252267 0 5422 0 8467 0 404770 0 0 0 FRANCIS PICKFORD CHIEF FINANCIAL OFFICER 371958 0 0 0 1676 0 13800 0 1928 0 389362 0 0 0 CELIA ISHIKAWA VP OF HUMAN RESOURCES & ADMIN SVCS 324783 0 0 0 1778 0 12200 0 12604 0 351365 0 0 0 SON NGUYEN ASSOCIATE MEDICAL DIRECTOR 285198 0 0 0 3315 0 12021 0 42905 0 343439 0 0 0 THOMAS MORAN ASSOCIATE MEDICAL DIRECTOR 301397 0 0 0 3455 0 12200 0 25369 0 342421 0 0 0 JANEEN BURLISON VP OF CLINICAL SERVICES & QUALITY 285093 0 0 0 2131 0 6216 0 17224 0 310664 0 0 0 MASOUD NADI LEAD CLINICIAN SPECIALITY SERVICES 236935 0 18000 0 260 0 10372 0 16605 0 282172 0 0 0 PART I, LINE 1A THE FOLLOWING INDIVIDUALS RECEIVED TAXABLE GROSS-UP PAYMENTS DURING THE 2024 CALENDAR YEAR; ANTOINETTE MARENGO-BARBICK; GARY ZIMBLE; TRACY SKADDAN; JILL PIERCE; FRANCIS PICKFORD; CELIA ISHIKAWA; AND JANEEN BURLISON. PART I, LINES 4A-B DURING THE 2024 CALENDAR YEAR, JILL PIERCE RECEIVED A $215,783 SEVERANCE PAYMENT. THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE ORGANIZATION'S SUPPLEMENTAL 457(F) RETIREMENT PLAN. EMPLOYER CONTRIBUTIONS TO THE PLAN DURING THE 2024 CALENDAR YEAR ARE AS FOLLOWS, WHICH HAS BEEN REPORTED AS "RETIREMENT AND OTHER DEFERRED COMPENSATION" ON SCHEDULE J, PART II, COLUMN (C): DARRAH DIGIORGIO JOHNSON - $25,000 ANTOINETTE MARENGO-BARBICK - $6,369 ADDITIONALLY, DUE TO VESTING OF THE 457(F) PLAN, DARRAH DIGIORGIO JOHNSON RECOGNIZED $31,345 OF TAXABLE INCOME, WHICH HAS BEEN REPORTED WITHIN "OTHER REPORTABLE COMPENSATION" ON SCHEDULE J, PART II, COLUMN (B)(III) AS WELL AS WITHIN "COMPENSATION IN COLUMN (B) REPORTED AS DEFERRED ON PRIOR FORM 990" ON SCHEDULE J, PART II, COLUMN F. PART I, LINE 7 THE ORGANIZATION PROVIDED BONUSES TO CERTAIN INDIVIDUALS LISTED ON FORM 990, PART VII AND/OR SCHEDULE J, PART II WHICH WOULD BE CONSIDERED NON-FIXED PAYMENTS AS THEY ARE DETERMINED UTILIZING (IN PART) DISCRETION. X 75 729367 FAIR MARKET VALUE X GIFT AND EVENT 14 2963 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED (DEFINED AS EACH SEPARATE GIFT) IN SCHEDULE M, PART I, COLUMN (B)(I). FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND REVIEWED BY MANAGEMENT OF THE ORGANIZATION; ADJUSTMENTS ARE MADE, AS NECESSARY. THE FORM 990 IS THEN REVIEWED AND APPROVED BY THE AUDIT COMMITTEE OF THE GOVERNING BOARD; AFTER INCORPORATION OF ANY CHANGES, THE FORM 990 IS POSTED TO THE BOARD INTRANET PAGE FOR A PERIOD OF NO LESS THAN ONE WEEK FOR ANY COMMENTS FROM THE FULL BOARD. ANY COMMENTS OR MINOR CORRECTIONS FROM THE FULL BOARD ARE INCORPORATED IN THE FORM 990 BEFORE BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY WHICH COVERS ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES. UNDER THE POLICY, EACH OF THESE COVERED INDIVIDUALS ARE REQUIRED TO COMPLETE A CONFLICT-OF-INTEREST DISCLOSURE STATEMENT ON AN ANNUAL BASIS; FURTHER, EACH COVERED INDIVIDUAL IS REQUIRED TO DISCLOSE AS SOON AS POSSIBLE THE EXISTENCE OF ANY ACTUAL OR POTENTIAL CONFLICT OF INTERESTS SO THAT SAFEGUARDS CAN BE ESTABLISHED TO PROTECT ALL PARTIES. SHOULD ANY APPARENT OR ACTUAL CONFLICTS ARISE, THE PERSON SHALL NOT PARTICIPATE IN ANY DECISIONS WHICH DIRECTLY OR INDIRECTLY AFFECT THAT CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD: (I) REVIEWS COMPENSATION FOR THE CEO BASED ON EITHER OUTSIDE COMPENSATION CONSULTANT REPORTS OR OF PUBLICLY AVAILABLE DATA OF COMPARABLY SIZED NON-PROFITS IN SIMILAR BUSINESSES; (II) PROPOSES THE CEO'S NEXT YEARS' COMPENSATION; AND (III) RECOMMENDS THE CEO'S COMPENSATION TO THE FULL BOARD FOR APPROVAL. COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS PROPOSED BY THE CEO TO THE FULL BOARD FOR APPROVAL UTILIZING SIMILAR COMPARABLE DATA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST AT THE ORGANIZATION'S HEADQUARTERS. FORM 990, PART XI, LINE 9: CHANGE IN SPLIT-INTEREST AGREEMENTS 37,293. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 126,440. LOSS ON MARK-TO-MARKET OF INTEREST RATE SWAP -147,933. PLANNED PARENTHOOD ACTION FUND OF THE PACIFIC SOUTHWEST 1075 CAMINO DEL RIO SOUTH SAN DIEGO CA 92108 330476427 EDUCATION & ADVOCACY CA 501(C)(4) PLANNED PARENTHOOD OF THE PACIFIC SOUTHWEST 1 PLANNED PARENTHOOD ACTION FUND OF THE PACIFIC SOUTHWEST PAC 1075 CAMINO DEL RIO SOUTH SAN DIEGO CA 92108 900602125 POLITICAL ACTIVITIES CA 527 PLANNED PARENTHOOD ACTION FUND OF THE PACIFIC SOUTHWEST 1 PERPETUAL TRUST (1) INVESTING AND CHARITABLE DISTRIBUTIONS CA PLANNED PARENTHOOD OF THE PACIFIC SOUTHWEST 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 PLANNED PARENTHOOD ACTION FUND OF THE PACIFIC SOUTHWEST B 665000 FMV PLANNED PARENTHOOD ACTION FUND OF THE PACIFIC SOUTHWEST N 109740 FMV PLANNED PARENTHOOD ACTION FUND OF THE PACIFIC SOUTHWEST O 104197 FMV