2014-02-15T14:04:45-06:00 2013-06-30 952835976 MACFARLANE FALETTI & CO LLP 115 E MICHELTORENA ST 200 SANTA BARBARA CA 93101 990 2012-07-01 952319356 PLANNED PARENTHOOD OF SANTA BARBARA VENTURA & SAN LUIS OBISPO COUNTIES INC PLAN 8059632445 518 GARDEN STREET SANTA BARBARA CA 93101 CHERYL ROLLINGS 8059632445 2014-01-30 1 GAIL H ANIKOUCHINE P00161999 8059664157 2012 2015-11-30 17:44:51Z CHERYL ROLLINGS 518 GARDEN STREET SANTA BARBARA CA 93101 17169315 0 X WWW.PLANNEDPARENTHOOD.ORG/PPSBVSLO/ X 1964 CA TO PROVIDE A FULL RANGE OF REPRODUCTIVE HEALTH CARE SERVICES,(SEE SCHEDULE O) COMPREHENSIVE SEXUALITY EDUCATION, AND SUPPORT POLICIES THAT PROMOTE ACCESS TO REPRODUCTIVE HEALTH CARE THROUGH OUR FIVE HEALTH CENTERS AND TWO SATELLITE SITES OPERATED BY THE ORGANIZATION. 24 24 174 191 0 0 2057098 2980652 12875756 12061428 272130 335976 101915 489350 15306899 15867406 46868 43595 0 0 8113835 8798517 97224 8072 498041 6954532 7104334 15212459 15954518 94440 -87112 27516704 28014871 4216435 4421807 23300269 23593064 X PLANNED PARENTHOOD HELPS BUILD HEALTHY COMMUNITIES. SINCE 1964, WE HAVE BEEN PROVIDING HEALTH CARE SERVICES AND SEXUALITY HEALTH EDUCATION PROGRAMS TO WOMEN, MEN AND TEENS THROUGHOUT SANTA BARBARA, VENTURA AND SAN LUIS OBISPO COUNTIES. REFER TO SCHEDULE O. AT PLANNED PARENTHOOD WE TREAT HEALTH CARE AS A BASIC HUMAN RIGHT -- ONE THAT IS DISPENSED FREELY AND WITHOUT JUDGMENT TO EVERY PERSON, REGARDLESS OF PERSONAL CIRCUMSTANCES OR ABILITY TO PAY. WE ARE DEDICATED TO PROTECTING WOMEN'S ACCESS TO REPRODUCTIVE HEALTH CARE SERVICES. WE BELIEVE EVERYONE DESERVES COMPASSION AND RESPECT. 0 0 11671428 12479083 FOR MANY WOMEN, MEN AND TEENS, ONE OF OUR PLANNED PARENTHOOD HEALTH CENTERS IS THE ONLY PLACE THEY CAN RECEIVE LOW OR NO-COST REPRODUCTIVE HEALTH SERVICES. WE OFFER SERVICES AT FIVE HEALTH CENTERS LOCATED IN THE COMMUNITIES OF SANTA BARBARA, SANTA MARIA, THOUSAND OAKS, VENTURA AND SAN LUIS OBISPO AND AT TWO COLLEGE BASED SATELLITE SITES IN SANTA BARBARA COUNTY. ALL OF OUR HEALTH CENTERS ARE LICENSED BY THE STATE OF CALIFORNIA. ALMOST 95% OF THE SERVICES WE OFFER TO OUR COMMUNITIES ARE PREVENTIVE SERVICES THAT HELP WOMEN, FAMILIES AND COMMUNITIES STAY HEALTHY. EVERY DAY, BI-LINGUAL, CULTURALLY COMPETENT STAFF PROVIDE LIFESAVING CANCER SCREENINGS, BREAST HEALTH CARE, WELL WOMAN EXAMS, BIRTH CONTROL, STI TESTING AND TREATMENT AND MUCH MORE. LESS THAN 5% OF OUR SERVICES ARE RELATED TO THE PROVISION OF ABORTION. REFER TO SCHEDULE O. LAST YEAR WE PROVIDED MEDICAL SERVICES TO 36,806 PATIENTS THROUGH 74,102 MEDICAL VISITS. 651043 PLANNED PARENTHOOD IS A RELIABLE SOURCE OF SEXUAL HEALTH INFORMATION. WE PROVIDE FAMILIES WITH THE TOOLS THEY NEED TO COMMUNICATE ABOUT MAKING HEALTHY DECISIONS. THE COMPREHENSIVE MEDICALLY ACCURATE, AGE APPROPRIATE SEXUALITY HEALTH EDUCATION WE PROVIDE IN ENGLISH AND SPANISH IN SCHOOL AND COMMUNITY SETTINGS HELPS YOUNG PEOPLE MAKE RESPONSIBLE DECISIONS. SEXUALITY HEALTH EDUCATION IS A COMMON SENSE SOLUTION TO REDUCING TEEN PREGNANCY AND SEXUALLY TRANSMITTED INFECTIONS. 394702 43595 PLANNED PARENTHOOD IS DEDICATED TO SUPPORTING AND DEFENDING PUBLIC POLICIES THAT PROTECT WOMEN'S HEALTH AND REPRODUCTIVE RIGHTS AND ACCESS TO SAFE AND LEGAL ABORTION. WE WORK DILIGENTLY TO EDUCATE LAWMAKERS ON A LOCAL, STATE AND FEDERAL LEVEL ABOUT THE IMPACT SUCH POLICIES HAVE IN CREATING HEALTHY COMMUNITIES AND FIGHT FOR CRITICAL HEALTH CARE FUNDING FOR EVERYONE. 12717173 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 38 0 1 174 1 0 0 0 0 0 1 1 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X RUBEN GRIGORIANS 8057221518 518 GARDEN STREET SANTA BARBARA CA 93101 LISA GIEGERICH 0.50 X 0 0 0 LESLIE BHUTANI 1.00 X 0 0 0 LUCINDA YOUNG 0.50 X X 0 0 0 KAREN SCHLOSS HEIMBERG 0.50 X 0 0 0 MARK ASMAN 0.50 X 0 0 0 KAREN ENGBERG MD 0.50 X 0 0 0 RICHARD SOLOMON 0.50 1.00 X 0 0 0 DEBORAH LONGSTAFF LYNCH 0.50 X X 0 0 0 SARA BAVAR 0.50 X 0 0 0 COREY RUBIN 0.50 X 0 0 0 RICHARD SAENZ 0.50 X X 0 0 0 ELINOR LANGER 0.50 X 0 0 0 ROSALINA SOLINAS 0.50 X 0 0 0 JULIA SPRINGER 0.50 X 0 0 0 JOAN WELLS 0.50 X 0 0 0 DR BETTY STAPLEFORD 0.50 X 0 0 0 CARNZU CLARK 0.10 X 0 0 0 DAN HONE 0.50 X 0 0 0 KUM-KUM BHAVNANI 0.50 X 0 0 0 PAMELA MCLEAN PHD 2.00 X X 0 0 0 RICHARD JENSEN 0.50 X 0 0 0 MARIA LOPEZ 0.50 X 0 0 0 JEAN K SCHUYLER 0.50 X 0 0 0 NANCY LEFFERT 0.50 X 0 0 0 JENNIFER RANDALL 0.50 X 0 0 0 CHERYL ROLLINGS 40.00 0.10 X 211717 530 24304 RUBEN GRIGORIANS 40.00 X 106587 0 7365 VIRGINIA SIEGFRIED 40.00 X 215664 0 14141 THOMAS RIEGER 40.00 X 171017 0 12717 PATRICIA FAJARDO 40.00 X 136177 0 14286 CHRISTINE LYON 29.00 11.00 X 98441 37340 15618 KELLY GENOVESE 40.00 X 114430 0 13287 SHARON MADSEN 40.00 X 132885 0 8046 DENISE SHESLER 40.00 X 118772 0 9791 1305690 37870 119555 14 0 1 0 SOUTHERN COAST JANITORIAL SERVICE 133 EAST DE LA GUERRA STREET SANTA BARBARA CA 93101 JANITORIAL SERVICES FOR MULTIPLE SITES 113338 1 142273 363102 2475277 15833 2980652 CA FAMILY HEALTH PLANNING 624100 8693616 8693616 PATIENT REVENUE 624100 1622358 1622358 MEDI-CAL 624100 722161 722161 CENCAL 624100 593232 593232 GOLD COAST 624100 430061 430061 12061428 190343 190343 1339799 1194166 145633 145633 145633 146939 142273 107743 39196 39196 EHR IMPLEMENTATION REIMB 900099 416100 416100 MISCELLANEOUS 900099 34054 1555 32499 450154 15867406 12479083 0 407671 43595 43595 846246 668519 144231 33496 6374589 5035810 1086459 252320 179857 142084 30654 7119 845876 680797 134530 30549 551949 449134 82521 20294 22860 22544 316 64673 64673 8072 8072 347881 247455 89891 10535 100663 6609 91072 2982 243233 113940 125061 4232 530177 281439 235367 13371 93411 79936 8885 4590 86863 64687 15364 6812 186661 10147 176514 1034786 785191 201198 48397 122567 122567 MEDICAL SUPPLIES 2778270 2778270 0 0 LABORATORY FEES 731587 731587 0 0 PROPERTY REPAIRS & MAIN 313104 178932 133183 989 EQUIPMENT REPAIRS & MAI 217977 152838 45935 19204 229621 143636 51222 34763 15954518 12717173 2739304 498041 333119 716041 918363 678340 489419 358839 2174843 1669076 290950 304808 134476 209749 21206314 5586920 16321062 15619394 6561911 8162146 292561 296478 27516704 28014871 592523 495831 87500 0 2380900 2000000 1155512 1925976 4216435 4421807 X 22375166 21516509 102636 129088 822467 1947467 23300269 23593064 27516704 28014871 X -87112 370840 9067 X X 0 1 X 1 0 X 2176305 2095907 2947230 1948557 2980652 12148651 2176305 2095907 2947230 1948557 2980652 12148651 1163875 10984776 -84216 285038 237593 279043 338857 1056315 198948 188282 184270 210456 489350 1271306 14476272 59319309 0.75880 0.80460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 1000 1 200 1 186780 1 1500 1 500 0 189980 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: PLANNED PARENTHOOD STAFF ACTIVELY ENGAGED IN DIRECT LOBBYING ACTIVITIES WITH LEGISLATORS IN SACRAMENTO AND IN WASHINGTON D.C. ON A WIDE ARRAY OF REPRODUCTIVE HEALTH CARE ISSUES INCLUDING BUT NOT LIMITED TO: BIRTH CONTROL; WOMEN'S HEALTH CARE COVERAGE IN HEALTH INSURANCE PLANS; AND THE AFFORDABLE CARE ACT. 6969346 1184962 700566 8854874 6800995 168351 6969346 5520371 327464 953160 6800995 5420371 100000 5520371 5411371 9000 5420371 0.75900 0.22000 0.02100 0 0 2777061 2777061 14340632 2776167 11564465 4088621 2810753 1277868 15619394 ACCRUED COMPENSATED ABSENCES 344729 ACCRUED PAYROLL AND BENEFITS 691351 ANNUITIES PAYABLE 25715 CHARITABLE TRUST AGREEMENTS 102774 REIMBURSEMENT ADJUSTMENT 761407 1925976 X 16247313 370840 9067 379907 15867406 0 15867406 15954518 0 15954518 0 15954518 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT FUNDS ARE INTENDED TO GENERATE EARNINGS TO SUPPORT THE ORGANIZATION'S GENERAL PROGRAMS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: AT JUNE 30, 2013, THE ORGANIZATION IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS IN THE CURRENT YEAR OR FOR YEARS FOR WHICH THE STATUTE REMAINS OPEN. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CHARITABLE TRUST AGREEMENTS 9,067. X X X X X X 1 JEFF CONWAY 535 ROSARIO THOUSAND OAKS CA 93162 CAPITAL CAMPAIGN 0 50500 8072 42428 50500 8072 42428 CA BOOK SALE 122903 25328 97575 22740 226 10191 CHOICE AFFAIRS 83845 59582 24263 0 3366 32393 1 82464 57363 25101 4150 14196 3408 17073 289212 142273 146939 26890 17788 3408 59657 107743 39196 PAID INDIVIDUAL FOR FUNDRAISERS: PART 1; LINE 2B JEFF CONWAY 1 PLANNED PARENTHOOD ACTION FUND OF SBVSLO COUNTIES 518 GARDEN STREET SANTA BARBARA CA 93101 770304037 501(C)(4) 43595 0 TO SUPPORT EDUCATION AND LOBBYING EFFORTS 0 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: PLANNED PARENTHOOD OF SANTA BARBARA, VENTURA,AND SAN LUIS OBISPO COUNTIES, INC. FUNDS THIS GRANT ON A REIMBURSEMENT BASIS. PLANNED PARENTHOOD ACTION FUND OF SANTA BARBARA, VENTURA,AND SAN LUIS OBISPO COUNTIES, INC. 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 0 0 0 0 0 0 0 0 0 CHERYL ROLLINGS 211717 530 0 0 0 0 0 0 24243 61 235960 591 0 0 VIRGINIA SIEGFRIED 215664 0 0 0 0 0 0 0 14141 0 229805 0 0 0 THOMAS RIEGER 171017 0 0 0 0 0 0 0 12717 0 183734 0 0 0 PATRICIA FAJARDO 136177 0 0 0 0 0 0 0 14286 0 150463 0 0 0 CHRISTINE LYON 98441 37340 0 0 0 0 0 0 11323 4295 109764 41635 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. FORM 990, PART VI, SECTION A, LINE 1 AUTHORITY DELEGATED TO EXECUTIVE COMMITTEE EXPLANATION: PER THE BYLAWS, THE BOARD DESIGNATES THE OFFICERS OF THE CORPORATION TO CONSTITUTE THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE IS AUTHORIZED TO ACT ON BEHALF OF THE BOARD, WITH CERTAIN EXCEPTIONS, SUCH AS AMENDING THE BYLAWS. THE EXECUTIVE COMMITTEE MET THREE TIMES DURING THE YEAR ENDED JUNE 30, 2013. ALL ACTIONS OF THE EXECUTIVE COMMITTEE ARE REPORTED TO AND RATIFIED BY THE FULL BOARD OF DIRECTORS FORM 990, PART VI, SECTION B, LINE 11 THE BOARD REVIEWS THE 990 PRIOR TO IT BEING SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS DISCUSSES, MONITORS, AND ENFORCES COMPLIANCE WITH THE CONFLICT 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 PPSBVSLO 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. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION HAS FORM 1023 ALONG WITH THE ORIGINALLY FILED 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 WEB-SITE. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN CHARITABLE TRUST AGREEMENTS 9,067. REVIEW OF AUDITED FINANCIAL STATEMENTS FORM 990 PAGE 12, PART XII LINE 2C THE ORGANIZATION'S AUDIT COMMITTEE ASSUMES RESPONSIBILITY AND OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF INDEPENDENT ACCOUNTANTS. PLANNED PARENTHOOD ACTION FUND OF SANTA BARBARA VENTURA& SLO COUNTIES 518 GARDEN STREET SANTA BARBARA CA 93101 770304037 PUBLIC EDUCATION AND LOBBYING CA 501(C)(4) PLANNED PARENTHOOD OF SANTA BARBARAVENTURAAND SAN LUIS OBISPO COUNTIESINC 1 0 1 0 0 0 0 0 0 0 1 0 1 1 1 1 1 0 0 0