2022-05-16T13:32:47-05:00 2021-06-30 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2020-07-01 680358026 CALIFORNIA PLANNED PARENTHOOD EDUCATION FUND INC CALI 9164465247 1201 K STREET NO 710 SACRAMENTO CA 95814 JODI HICKS PRESIDENT 9164465247 2022-03-22 1 JODI HICKS 999009999 JENNIFER Z IWATA P01310188 9166466464 2022-03-22 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z JODI HICKS 1201 K STREET NO 710 SACRAMENTO CA 95814 1967644 0 X WWW.CPPEF.ORG X 1995 CA PLANNED PARENTHOOD 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 1923198 1965942 1127 0 13191 1702 -10300 0 1927216 1967644 0 0 0 0 1036685 1065189 0 0 132577 908573 722044 1945258 1787233 -18042 180411 1576290 1736267 807934 787500 768356 948767 X PLANNED PARENTHOOD WORKS TO ASSURE THAT ALL INDIVIDUALS HAVE THE FREEDOM TO MAKE PRODUCTIVE 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 343350 CPPEF PROVIDES POLICY ANALYSIS AND ENGAGES IN ADVOCACY ACTIVITIES THAT SUPPORTS CALIFORNIA PLANNED PARENTHOOD AFFILIATES' HEALTH CENTER OPERATIONS AND RESULT IN INCREASED ACCESS TO PREVENTATIVE, SEXUAL AND REPRODUCTIVE, AND PRIMARY CARE FOR LOW-INCOME AND UNDERSERVED COMMUNITIES THROUGHOUT CALIFORNIA. CPPEF COMMUNICATES WITH THE STATE REGARDING REIMBURSEMENT ISSUES IN FAMILY PACT, MEDI-CAL FFS, MEDI- CAL MANAGED CARE AND OTHER PUBLIC PROGRAMS. (ALL PROGRAM ACTIVITIES HEREIN ARE NON-LOBBYING ACTIVITIES.) 368274 CPPEF PROVIDES LEGAL, REGULATORY, AND ADMINISTRATIVE SUPPORT TO ASSIST HEALTH CARE OPERATIONS, COMPLIANCE, AND FRAUD PREVENTION, INCLUDING LICENSING, HIPAA, CONFIDENTIALITY AND PRIVACY, SECURITY, BILLING, ETC. CPPEF PROVIDES LEGAL, REGULATORY, AND ADMINISTRATIVE SUPPORT RELATED TO THE COVID-19 PUBLIC HEALTH EMERGENCY TO SUPPORT HEALTH CARE OPERATIONS, INCLUDING BUT NOT LIMITED TO ISSUES RELATED TO LICENSING, PPE, VACCINE DISTRIBUTION, TELEHEALTH IMPLEMENTATION, AND BILLING. 77141 CPPEF SUPPORTS AND PROVIDES EDUCATIONAL SERVICES FOR NONPARTISAN VOTER REGISTRATION EFFORTS. 788765 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 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 NO 710 SACRAMENTO CA 95814 JODI HICKS PRESIDENT/CEO 19.20 20.80 X X 213177 230941 9055 GILDA GONZALES DIRECTOR AND AUDIT COMMITTEE CHAIR 2.00 2.00 X X 0 0 0 STACY CROSS VICE CHAIR 2.00 2.00 X X 0 0 0 JENNA TOSH DIRECTOR 2.00 2.00 X 0 0 0 SHERI BONNER BOARD CHAIR 2.00 2.00 X X 0 0 0 SUE DUNLAP DIRECTOR 2.00 2.00 X 0 0 0 JON DUNN DIRECTOR 2.00 2.00 X 0 0 0 DARRAH JOHNSON BOARD SECRETARY/TREASURER 2.00 2.00 X X 0 0 0 MAGGY KRELL LEGAL COUNSEL TO 7/1/20 30.50 9.50 X 260703 82327 17313 LISA MATSUBARA LEGAL COUNSEL 22.00 18.00 X 98741 80789 14128 JENNIFER WONNACOTT VICE PRESIDENT OF COMMUNICATIONS 14.00 26.00 X 51952 84763 13574 NIKKI RAGSAC CHIEF OF STAFF 21.20 18.80 X 58775 52121 13627 SERINA CORREA DIRECTOR OF FINANCE 20.80 19.20 X 55931 51629 6019 739279 582570 73716 5 0 1 0 MERCURY PUBLIC AFFAIRS LLC 1285 AVENUE OF THE AMERICAS 3RD FL NEW YORK NY 10019 CONSULTING SERVICES 168992 DJR HEALTH LAW AND CONSULTING 1824 29TH STREET SACRAMENTO CA 95816 LEGAL SERVICES 111985 2 1586125 379817 1965942 1702 1702 1967644 0 0 1702 X 207881 207881 721444 281484 348810 91150 31214 7741 19811 3662 50073 13517 30161 6395 54577 14832 33774 5971 36869 34655 2214 11152 11152 261457 193907 67550 39807 19841 16695 3271 70908 42545 22136 6227 143518 47374 83232 12912 1709 1374 335 11732 11437 295 8395 1847 5485 1063 8749 2905 5063 781 COALITIONS AND ORGANIZA 81800 81800 MEMBERSHIP DUES 23429 23429 EQUIPMENT RENTAL 19908 8959 9954 995 MISCELLANEOUS EXPENSE 2611 1118 1343 150 1787233 788765 865891 132577 972702 923958 1302 75000 576925 69368 18167 90544 264432 37864 7194 226568 0 350829 1576290 1736267 384428 257430 418493 0 5013 530070 807934 787500 X 385647 660342 382709 288425 768356 948767 1576290 1736267 180411 0 X X 0 1 X 1 0 X 1934015 1843368 1815363 1923198 1965942 9481886 1934015 1843368 1815363 1923198 1965942 9481886 786103 8695783 31407 27553 9228 13191 1702 83081 9564967 6213 0.90910 0.89510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8385 0 8385 1778848 1787233 239362 59841 0 0 276228 273256 247263 239362 1036109 1554164 271056 25694 19644 8385 324779 69057 68314 61816 59841 259028 388542 56625 18569 14300 8385 97879 264432 37864 226568 226568 DUE FROM PPAC 350829 350829 DEFERRED RENT 111577 PAYROLL PROTECTION PROGRAM LOAN 418493 530070 X 3349406 89242 1292520 1381762 1967644 0 1967644 3168995 89242 1292520 1381762 1787233 0 1787233 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 2017. PART XI, LINE 2D - OTHER ADJUSTMENTS: REIMBURSEMENT OF SHARED COSTS PER COST SHARING CONTRACT 1,292,520. PART XII, LINE 2D - OTHER ADJUSTMENTS: REIMBURSEMENT OF SHARED COSTS PER COST SHARING CONTRACT 1,292,520. X X 1 0 0 0 0 0 0 0 0 JODI HICKS PRESIDENT/CEO 177944 192772 35233 38169 0 0 0 0 4346 4709 217523 235650 0 0 MAGGY KRELL LEGAL COUNSEL TO 7/1/20 129983 41047 0 0 130720 41280 13158 4155 0 0 273861 86482 0 0 LISA MATSUBARA LEGAL COUNSEL 95207 77897 3534 2892 0 0 0 0 7770 6358 106511 87147 0 0 JENNIFER WONNACOTT VICE PRESIDENT OF COMMUNICATIONS 49284 80410 2668 4353 0 0 0 0 5158 8416 57110 93179 0 0 PART I, LINE 4A MAGGY KRELL RECEIVED A SEVERANCE PAYMENT OF $112,000 IN TOTAL FROM CPPEF AND PPAC 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 IRS 990 IS REVIEWED BY MANAGEMENT AND COUNSEL. IT IS THEN REVIEWED AND APPROVED BY THE AUDIT COMMITTEE PRIOR TO FILING. FORM 990S 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. 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 IX, LINE 11G OTHER PROFESSIONAL: PROGRAM SERVICE EXPENSES 193,907. MANAGEMENT AND GENERAL EXPENSES 67,550. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 261,457. 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 0 0 0 0 0 0 0 1 1 0 1 0 0 PLANNED PARENTHOOD AFFILIATES OF CALIFORNIA INC N 214112 ALLOCATION BASED ON ESTIMATED USE PLANNED PARENTHOOD AFFILIATES OF CALIFORNIA INC O 1078408 ALLOCATION BASED ON TIMESHEETS 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)