2016-05-10T15:37:11-05:00 2015-06-30 954557617 Harrington Group CPAs LLP 234 East Colorado Blvd Suite M150 Pasadena CA 91101 990 2014-07-01 941575233 Planned Parenthood Shasta-Diablo Inc PLAN 9256760505 2185 Pacheco Street Concord CA 945202309 Deborah Sorondo Sr VP of Finance/Admin 9256760505 2016-05-10 1 Sean E Cain CPA P01612986 6264036801 2014 2016-08-17 19:52:53Z Planned Parenthood Northern CA Heather Saunders Estes 2185 Pacheco Street Concord CA 945202309 47305515 0 X www.ppnorcal.org X 1961 CA To champion healthy communities and increase access to quality health care, information, and reproductive freedom by providing medical services, education, and advocacy. 14 14 511 474 0 0 8230460 8176437 34371925 38482096 250988 301372 74796 16221 42928169 46976126 469737 730000 0 0 23246311 24381805 0 0 1052013 16973923 19329641 40689971 44441446 2238198 2534680 38305403 41410088 4461419 5317163 33843984 36092925 X To champion healthy communities and increase access to quality health care, information, and reproductive freedom by providing medical services, education, and advocacy. 0 0 34818437 38482096 Client Services - serving 20 Northern California counties, we operate 23 health care delivery sites which are strategically located to be accessible to low-income residents. We are experts in the field of sexual and reproductive health, and offer the full scope of services, including: cancer screening; all FDA-approved methods of birth control; testing, treatment and immunizations for sexually transmitted diseases; pregnancy testing and counseling; abortion, and referrals for prenatal and adoption services. We offer limited primary care and behavioral health/counseling services. We deliver optimum services through a comprehensive approach to health care that emphasizes accessibility, quality, affordability, cultural competency and respect for the individual. Last fiscal year, we provided more than 200,000 medical visits to over 100,000 unduplicated clients. More than 91% of clients have incomes below 200% of the Federal Poverty Level. 2385965 Public Education - provides medically-accurate, age-appropriate sexuality education and case management services to teens, parents, and adults. Our education and outreach is targeted to communities in 16 counties, supporting their overall improved sexual and reproductive health. Our education program creates healthy communities and increases utilization of our health centers and other organizations' resources. We partner with many nonprofit and government organizations to deliver education to youth in the foster system and in juvenile hall, adults recently incarcerated, individuals in recovery programs, homeless individuals, health care providers and professionals, educators, and caregivers. Last year, we provided education to approximately 65,000 individuals; 50% was delivered to youth under age 18. 1526108 730000 Public Affairs - provides a broad scope of advocacy efforts to protect access and funding for sexual and reproductive health care as well as expand reproductive justice. Our public affairs activities inform and engage supporters and volunteers, diverse community partners, clients and staff through sophisticated digital and grassroots advocacy efforts. We work closely with local, state and federal elected officials and other key decision makers to protect state and federal policy and funding. We have successfully strengthened our support and impact to reproductive health and have ensured that California is leading the way as one of the only U.S. states to expand access to reproductive health care all in the face of active opposition efforts. 38730510 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 152 0 1 511 1 0 0 0 0 0 1 1 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X Dan Gollman 9258875204 2185 Pacheco Street Concord CA 94520 Suzanne Narducci Chair 1.00 X X 0 0 0 Julie M Brown Vice Chair 1.00 X X 0 0 0 Kristin Chambers Esq Chair-Elect 1.00 X X 0 0 0 Kevin Lee Treasurer 1.00 X X 0 0 0 Cynthia A Gomez PhD Secretary 1.00 X X 0 0 0 Stacey Bressler Board Member 1.00 X 0 0 0 Joshua Dick Board member 1.00 X 0 0 0 Tristan Harris Board Member 1.00 X 0 0 0 Raquel Donoso Board Member 1.00 X 0 0 0 Amy Jester Board Member 1.00 X 0 0 0 Sue Wollack Board Member 1.00 X 0 0 0 Natalia Kermode Board Member 1.00 X 0 0 0 Jamie Litchmann Board Member 1.00 X 0 0 0 Abigail Stewart-Kahn Board Member 1.00 X 0 0 0 Aza Raskin Board Member 1.00 X 0 0 0 Dave Turner Board Member 1.00 X 0 0 0 Prentiss Willson Board Member 1.00 X 0 0 0 Heather Saunders Estes President/CEO 40.00 X 268882 0 34453 Jeffery Waldman Medical Director 32.00 X 234342 0 16394 Lisa Memmel Assoc. Medical Director 40.00 X 153275 0 10379 Deborah Sorondo SVP - Finance and Admin. 40.00 X 196548 0 14224 Erin Harr-Yee SVP - Client Services 40.00 X 155609 0 13704 Leslie Barron-Johnson VP - Clinical Operations 40.00 X 149010 0 8054 1157666 0 97208 25 0 1 0 Douglas Construction 1025 Julie Court Concord CA 94518 Construction/Maintenance 571452 Planned Parenthood Mar Monte 1691 The Alameda San Jose CA 95126 Lab Services 330141 AccountempsRobert Half 790 E Coloradoa Blvd 800 Pasadena CA 91101 Temporary Staff 134227 Planned Parenthood of the Rocky Mountain 7155 E 38th Ave Denver CO 80207 Call Center Services 107902 4 239873 3116087 4820477 8176437 Patient services-government 621400 35443263 35443263 Patient services-private pay 621400 1864841 1864841 Patient services-others 621400 780912 780912 Other program services 900099 393080 393080 38482096 314468 314468 16221 0 16221 16221 16221 13096 -13096 -13096 -13096 316293 239873 316293 0 46976126 38482096 0 317593 730000 730000 303335 303335 19878787 17139786 2088500 650501 441422 392865 35314 13243 2130788 1896401 170463 63924 1627473 1446018 130360 51095 101145 66709 34436 86875 86875 778877 428795 225227 124855 64303 64204 99 1926392 1563603 160445 202344 649579 455169 156175 38235 1421188 1372031 35824 13333 476907 399791 68680 8436 171872 121722 42328 7822 1351582 1016317 335265 449044 428888 16235 3921 Contraceptive supplies 5709433 5709433 Clinic supplies 3247553 3247553 Dues and subscriptions 1008410 482005 505092 21313 Repairs and maintenance 673998 591316 70065 12617 1212483 1177904 194304 -159725 44441446 38730510 4658923 1052013 4537264 7225322 1099890 1652178 159816 89844 5133101 4886662 650958 718798 250573 167938 21882055 11702229 10276965 10179826 15221135 15549024 975701 940496 38305403 41410088 4033187 3702347 428232 1614816 4461419 5317163 X 32464835 34654494 1267821 1300383 111328 138048 33843984 36092925 38305403 41410088 X 2534680 65628 -351367 X 0 1 X 1 1 1 X 5866198 9408079 9412820 8230460 8176437 41093994 5866198 9408079 9412820 8230460 8176437 41093994 952547 40141447 132115 298200 271131 264903 330689 1297038 40612 28768 34802 60881 42806 207869 42598901 163386789 0.94230 0.93520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 2897 240644 243541 44602200 44845741 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 102529 90263 106416 243541 542749 250000 250000 250000 250000 1000000 1500000 8751 9242 10139 2897 31029 0 2896327 78818 2975145 2493154 367928 35245 2896327 1775075 774063 69766 125750 2493154 1751173 23902 1775075 1744175 6998 1751173 0.91300 0.03700 0.05000 0 0 2786487 2786487 8958425 4677845 4280580 3760378 1831665 1928713 5818742 5192719 626023 558023 558023 10179826 Bonds 4280642 F Equities 10268382 F Series A preferred shares in privately held corporation 1000000 F 15549024 Advance payment - Government 1200000 Investment in net assets of PPFA, Inc. 414816 1614816 X 47268637 65628 226883 292511 46976126 0 46976126 44702124 260678 260678 44441446 0 44441446 Part V, Line 4: The Board has established three separate endowment funds: Public Affairs Endowment, CSE Endowment, and Public Affairs Contingency. Whenever a bequest is received, it is to be allocated to all three funds accordingly: Public Affairs Endowment (40%), CSE Endowment (40%), and Public Affairs Contingency (20%). The June 30, 2015 balance of these Board Designated endowments are $2,715,063. Part X, Line 2: Planned Parenthood Shasta-Diablo, Inc. 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 organization in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. The organization'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 in interest on investment in net assets -33,795. Special events expense 260,678. Part XII, Line 2d - Other Adjustments: Special events expense 260,678. Stand Up 283692 182486 101206 101206 Act of Courage 224238 69565 154673 154673 1 48236 -12178 60414 60414 556166 239873 316293 316293 316293 0 1 Planned Parenthood Shasta-Diablo Action Fund PO Box 1116 Concord CA 945221116 201489361 501(c)(4) 280000 The purpose of this grant is to support charitable and educational activities that further PlannedParenthood: Shasta-Diablo's mission which includes: a) Educating the public on issues such as comprehensive sex education, health care reform plans, teen pregnancy prevention, sexually transmitted infection prevention, reproductive health legislation or initiatives, andb) Advocating public policies that protect and increase access to comprehensive sex education and affordable, quality reproductive andsexual healthcare.See Schedule C. Planned Parenthood Shasta-Diablo Action Fund PO Box 1116 Concord CA 945221116 201489361 501(c)(4) 250000 To defeat the 2016 ballots parental notification initiative. Grant to Vote No On One Tennessee 50 Vantage Way Ste 102 Nashville TN 37228 464730513 200000 To defeat the Tennessee Measure One Referendum 3 Part I, Line 2: Records are maintained by Administration annually. X X 0 0 0 0 0 0 0 0 0 Heather Saunders Estes President/CEO 268882 0 0 0 0 0 26876 0 7577 0 303335 0 0 0 Jeffery Waldman Medical Director 234342 0 0 0 0 0 9218 0 7176 0 250736 0 0 0 Lisa Memmel Assoc. Medical Director 153275 0 0 0 0 0 3017 0 7362 0 163654 0 0 0 Deborah Sorondo SVP - Finance and Admin. 196548 0 0 0 0 0 6977 0 7247 0 210772 0 0 0 Erin Harr-Yee SVP - Client Services 155609 0 0 0 0 0 6303 0 7401 0 169313 0 0 0 Leslie Barron-Johnson VP - Clinical Operations 149010 0 0 0 0 0 6041 0 2013 0 157064 0 0 0 Form 990, Page 1, C - Name of Organization Planned Parenthood Shasta-Diablo, Inc. dba name is Planned Parenthood Northern California effective mid - 2014. Form 990, Part VI, Section B, line 11 The Form 990 will be reviewed by top management officials, subsequently provided to the Audit Committee for review, and then shared with the Board. Form 990, Part VI, Section B, line 12c Yes, the organization has a non-conflict of interest statement that is signed annually by all board members and also has a non-conflict of interest for employees that is monitored by the organization's HR Department. Form 990, Part VI, Section B, line 15 CEO compensation is determined by the Board using compensation surveys to compare other CEO salaries. Salary Survey information is reviewed and compared in order to determine other officer and key employee salary. Form 990, Part VI, Section C, line 19 The organization's governing documents, conflict of interest policy and financial statements are made available to the public upon request. The Form 990 can be accessed through this website: www.guidestar.org. Form 990, Part XI, line 9: Change in value in interest on investment in net assets -33,795. of Planned Parenthood Federation of America, Inc. Patient services reimbursement adj., prior year -317,572. Planned Parenthood Shasta-Diablo Action Fund PO Box 1116 Concord CA 945221116 201489361 Promotes social welfare CA 501(c)(4) 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 Planned Parenthood Shasta-Diablo Action Fund M 243541 FMV Planned Parenthood Shasta-Diablo Action Fund B 530000 FMV