2019-05-14T11:53:51-05:00 2018-06-30 954557617 Harrington Group CPAs LLP 234 East Colorado Blvd Suite M150 Pasadena CA 91101 990 2017-07-01 952319356 Planned Parenthood California Central Coast PLAN 8059632445 518 Garden Street Santa Barbara CA 93101 Jenna Tosh President/CEO 8059632445 2019-05-14 1 Sean E Cain CPA P01612986 6264036801 209.133.35.227 2019-05-14 09:53:06 PD P 662E6DE8D2A0C2D9F4A4EB5177E1DFE938C3EBE3 623C1A5311ADEA2399CFD4C6AFFEBCC78E106A85 2017 2019-02-21 02:37:17Z Jenna Tosh 518 Garden Street Santa Barbara CA 93101 19502490 0 X See Schedule O X 1964 CA Trusted provider of reproductive health care, education, and advocacy operating in three counties. 21 21 174 583 0 0 6375598 4289879 12313949 14468319 1854892 405669 215376 -97628 20759815 19066239 288024 205528 0 0 8523612 8958096 0 0 652955 6776072 6710037 15587708 15873661 5172107 3192578 30990445 33063095 4016116 2718618 26974329 30344477 Planned Parenthood California Central Coast (PPCCC)'s mission is to promote the ability of all individuals to lead fulfilled lives, build healthy families, and make informed decisions through high-quality health services, education, and advocacy. 0 0 11708336 13887992 PPCCC provides high-quality, low or no cost health services, at five health centers located in Santa Barbara, Santa Maria, Ventura, Thousand Oaks, and San Luis Obispo, all located along California's central coast. PPCCC provides a wide range of health services including birth control, breast & cervical cancer screenings, sexually transmitted infection testing & treatment, HPV vaccination, well-woman care, and abortion. Last year, 31,579 unduplicated patients received care at 58,544 visits at PPCCC. 405213 PPCCC provides evidence-based teen pregnancy prevention education programming to nearly one thousand young people along the California central coast each year. Thousands more benefit from educational outreach, including health fairs and community presentations. Programming is designed to enable participants to make healthy decisions and reduce rates of sexually transmitted infections. 440014 205528 Planned Parenthood is dedicated to supporting and defending public policies that protect women's health and advance reproductive rights. This includes educating the public and elected officials about the impact that local, state, and federal policies have on the communities served by Planned Parenthood. 12553563 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 1 1 1 1 0 1 40 0 1 174 1 0 0 0 0 0 1 1 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X The Organization 8057221534 518 Garden Street Santa Barbara CA 93101 Karen Engberg MD Board Chair 1.50 0.50 X X 0 0 0 Anne Schowe Vice Chair 0.50 X X 0 0 0 Richard Jensen Treasurer 1.00 X X 0 0 0 Ayesha Shaikh MD Secretary 1.00 X X 0 0 0 Susan Deacon Action Fund Chair 0.50 1.00 X 0 0 0 Sue Ehrlich Director 0.50 X 0 0 0 Madhu Bajaj Director 0.50 X 0 0 0 Jeannette Bauer Director 0.50 X 0 0 0 Suzy Cawthon Director 0.50 X 0 0 0 Lisa Griffiths Director 0.50 X 0 0 0 Juan Higuera Director 0.50 X 0 0 0 Kristen Kirby Director 0.50 X 0 0 0 Bob Marshall Director 0.50 X 0 0 0 Tatiana Lawler Director 0.50 X 0 0 0 Maritza Mejia-Wilson Director 0.50 X 0 0 0 Nicole Miller Director 0.50 X 0 0 0 Zahra Nahar-Moore Director 0.50 X 0 0 0 John Romo Director 0.50 X 0 0 0 Judy Stapelmann Director 0.50 X 0 0 0 Susan Stenovec Director 0.50 X 0 0 0 Jason Wells Director 0.50 X 0 0 0 Jenna Tosh President & CEO 40.00 0.40 X 262237 0 15019 Henrietta Bertelsman CFO (End date 5/18) 40.00 X 162391 0 8284 Tiana Riskowski CFO (Start date 5/18) 40.00 0.20 X 0 0 0 Yolanda Robles COO 40.00 X 129835 0 11323 Virginia Siegfried MD Medical Director 40.00 X 265677 0 15471 Sharon Madsen VP of Development 40.00 0.90 X 162873 0 5677 Jessica Baker-Ballantyne Med. Svcs. Mgr. - North 40.00 X 147157 0 7410 Kimberly Annette Sorensen Sr. Director of Med. Svcs. 40.00 X 137798 0 11601 Doris Lynn Reagan Clinician 40.00 X 139580 0 11499 Kim Cowles VP of Human Resources 40.00 X 107365 0 10324 Sara Thurman Clinical Informatics Specialist 40.00 X 111937 0 10965 1626850 0 107573 14 0 1 0 Ramirez Carpet Cleaning & Janitorial 155 San Angelo Ave Apt F Santa Barbara CA 93111 Cleaning Service 150428 1 579069 555466 3155344 86607 4289879 CA Family Health Planning 624100 6794424 6794424 Patient & private insurance reven 624100 2384637 2384637 CENCAL 624100 2245328 2245328 Gold Coast 624100 1773366 1773366 Medi-Cal 624100 690237 690237 580327 580327 14468319 306120 306120 154568 55019 99549 99549 99549 184064 579069 381232 -197168 -197168 Miscellaneous 900099 99540 99540 99540 19066239 14468319 0 308041 205528 205528 1035874 801599 173876 60399 6527796 5046393 1095049 386354 61280 48257 10396 2627 784896 618092 133160 33644 548250 430207 86063 31980 39421 39302 119 40020 40020 76686 76686 34084 22340 11744 108615 25269 80097 3249 227479 143104 57948 26427 232743 209707 3639 19397 543984 262786 269635 11563 75669 60076 10018 5575 108816 51759 45264 11793 77330 77330 76477 56155 20322 750468 553843 175882 20743 206813 195785 8842 2186 Medical supplies 2580672 2580672 Med. svcs. & lab suppli 666965 666965 Property repair & mgmt 352645 269140 75987 7518 Equip. repair & maint. 170420 152066 14763 3591 340730 153820 161120 25790 15873661 12553563 2667143 652955 705966 404712 3552251 5976826 211992 61641 1426502 1791070 430089 227451 59120 138487 22610401 9191511 14052596 13418890 10289812 10882051 262117 161967 30990445 33063095 1345842 1073577 2670274 1645041 4016116 2718618 X 21703735 25306410 1210566 963039 4060028 4075028 26974329 30344477 30990445 33063095 X 3192578 259086 -81513 X 0 1 X 1 0 X 2326068 1862817 2998474 6375598 4289879 17852836 2326068 1862817 2998474 6375598 4289879 17852836 3327794 14525042 236922 246764 275619 290682 296717 1346704 298567 222241 217968 215376 99540 1053692 20253232 64652099 0.71720 0.63370 X 1 1 0 0 0 1 76477 0 0 0 76477 0 Part II-B, Line 1, Lobbying Activities: Planned Parenthood California Central Coast grants money to its related entity, Planned Parenthood Central Coast Action Fund to perform advocacy work on its behalf on a wide array of reproductive health issues. 10596368 766708 -103277 76826 11182973 9611368 174740 881948 71688 10596368 10106255 115518 -48384 494250 67771 9611368 10047953 182010 172020 222570 73158 10106255 8928700 347954 1414125 575410 67416 10047953 0.61560 0.36440 0.02000 0 0 2777061 2777061 14825280 4920632 9904648 31064 5291 25773 4140455 3692527 447928 836541 573061 263480 13418890 X 19167123 259086 -81513 177573 18989550 76686 76686 19066236 15796975 0 15796975 76686 76686 15873661 Part V, Line 4: Endowment funds are intended to generate earnings to support the organization's general programs. Part X, Line 2: PPCCC is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by the PPCCC in their federal and state exempt organization tax returns are more likely than not to be sustained upon examination. PPCCC's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed. Part XI, Line 2d - Other Adjustments: Change in value of charitable trust Book Sale 356378 356378 64493 4500 38010 Birds and Bees Bash 282975 139108 143867 157300 3000 62372 1 123780 83583 40197 7952 43605 763133 579069 184064 64493 169752 3000 143987 381232 -197168 1 Planned Parenthood Central Coast Action Fund 518 Garden Street Santa Barbara CA 93101 770304037 501(c)4 205528 To support education and lobbying efforts 1 Part I, Line 2: Planned Parenthood California Central Coast funds this grant on a reimbursement basis. Planned Parenthood Central Coast Action Fund provides a monthly itemized invoice for grant expenditures and a report of activities conducted during the month supporting the reimbursement request. X X X X X 1 0 0 0 0 0 0 0 0 Jenna Tosh President & CEO 262237 0 0 0 0 0 7609 0 7410 0 277256 0 0 0 Henrietta Bertelsman CFO (End date 5/18) 161591 0 800 0 0 0 874 0 7410 0 170675 0 0 0 Virginia Siegfried MD Medical Director 264877 0 800 0 0 0 8061 0 7410 0 281148 0 0 0 Sharon Madsen VP of Development 161854 0 1019 0 0 0 4511 0 1166 0 168550 0 0 0 Jessica Baker-Ballantyne Med. Svcs. Mgr. - North 146357 0 800 0 0 0 0 0 7410 0 154567 0 0 0 Doris Lynn Reagan Clinician 138671 0 909 0 0 0 4089 0 7410 0 151079 0 0 0 Part I, Line 3 The executive committee of the board of directors acting as compensation committee reviews and recommends to the board the compensation of the President/CEO annually using studies of compensation for organizations with similar positions and size. Judy Stapelmann Board member 42000 Lease Agreement 0 X 20000 FMV X 1 51000 FMV X 2 15607 Avg price 0 0 0 Part I, Column (b): The number of contributions is based on the number of donors. Form 990, Page 1, Box J www.plannedparenthood.org/planned-parenthood-california-central-coast Form 990, Part VI, Section B, line 11b The 990 is circulated to the board for review prior to submission. Each member acknowledges receipt of the 990 via email. Form 990, Part VI, Section B, line 12c The board of directors discusses, monitors, and enforces compliance with the confilict of interest policies at board meetings, and they provide an orientation of the policy to new board members. Acknowledgement of the policy is signed by each board member annually. Form 990, Part VI, Section B, line 15 The executive committee, serving as the compensation committee, reviews salary information from other relevant non-profit organizations, salary surveys, and other Form 990 information, and makes a recommendation of the salary to the board for approval. The policy on determining the compensation of the PPCCC President/CEO includes all of these elements: 1. The compensation is reviewed by the executive committee, serving as the compensation committee, and approved by the board of directors, provided that persons with conflicts of interest with respect to the compensation arrangement at issue are not involved in this review and approval. 2. Use of data as to comparable compensation: A. The compensation is reviewed and approved using data comparable for similarly qualified persons in functionally comparable positions at similarly situated organizations. 3. Contemporaneous documentation and record keeping: A. There is contemporaneous documentation and record keeping with respect to the deliberations and decisions regarding the compensation arrangement. The Board of Directors approves the salaries of the CEO and CFO. Salaries of other officers and key employees are within specific salary ranges based on market comparison data. Form 990, Part VI, Section C, line 18 The organization has Form 1023 along with the bylaws for the organization and Form 990 available to the public upon request. Form 990 is a public document and is posted on the organization's website. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Form 990, Part XI, line 9: Change in value of charitable trust -81,513. Planned Parenthood Central Coast Action Fund 518 Garden Street Santa Barbara CA 93101 770304037 Public education and lobbying CA 501(c)(4) Planned Parenthood Ca Central Coast 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 Planned Parenthood Central Coast Action Fund N 204560 FMV Planned Parenthood Central Coast Action Fund O 205528 FMV