2014-11-07T14:54:49-06:00 2014-06-30 952835976 MACFARLANE FALETTI & CO LLP 115 E MICHELTORENA ST 200 SANTA BARBARA CA 93101 990 2013-07-01 952319356 PLANNED PARENTHOOD OF SANTA BARBARA VENTURA & SAN LUIS OBISPO COUNTIES INC PLAN 8059632445 518 GARDEN STREET SANTA BARBARA CA 93101 CHERYL ROLLINGS PRESIDENT/CEO 8059632445 2014-10-31 1 GAIL H ANIKOUCHINE P00161999 8059664157 2013 2015-11-30 17:44:51Z CHERYL ROLLINGS 518 GARDEN STREET SANTA BARBARA CA 93101 19010388 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. 19 19 177 195 0 0 2980652 2326063 12061428 12139684 335976 522535 489350 298568 15867406 15286850 43595 43292 0 0 8798517 7918194 8072 0 501799 7104334 6829383 15954518 14790869 -87112 495981 28014871 28749795 4421807 3769160 23593064 24980635 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 10679781 12380638 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. 458024 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. 482485 43292 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. 11620290 1 1 0 1 0 0 0 0 0 1 1 0 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 34 0 1 177 1 0 0 0 0 0 1 1 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X EMMA MAYER 8057221518 518 GARDEN STREET SANTA BARBARA CA 93101 LISA GIEGERICH DIRECTOR 0.50 X 0 0 0 LESLIE BHUTANI DIRECTOR 1.00 X 0 0 0 LUCINDA YOUNG TREASURER 1.00 X X 0 0 0 KAREN SCHLOSS HEIMBERG DIRECTOR 0.50 0.50 X 0 0 0 MARK ASMAN DIRECTOR 0.50 X 0 0 0 KAREN ENGBERG MD DIRECTOR 0.50 X 0 0 0 DAN HONE DIRECTOR 0.50 X 0 0 0 DEBORAH LONGSTAFF LYNCH BOARD VICE CHAIR 1.00 X X 0 0 0 RICHARD JENSEN DIRECTOR 0.50 X 0 0 0 SUE EHRLICH DIRECTOR 0.50 X 0 0 0 RICHARD SAENZ BOARD SECRETARY 1.00 X X 0 0 0 ELINOR LANGER DIRECTOR 0.50 X 0 0 0 JENNIFER RANDALL DIRECTOR 0.50 X 0 0 0 JULIA SPRINGER DIRECTOR 0.50 X 0 0 0 DIANE RODRIGUEZ-KIINO DIRECTOR 0.50 X 0 0 0 DR BETTY STAPLEFORD DIRECTOR 0.50 X 0 0 0 AYESHA SHAIKH MD DIRECTOR 0.50 X 0 0 0 PAMELA MCLEAN PHD BOARD CHAIR 2.00 X X 0 0 0 JEAN K SCHUYLER DIRECTOR 0.50 X 0 0 0 JENNIFER RANDALL DIRECTOR 0.50 X 0 0 0 CHERYL ROLLINGS PRESIDENT AND CEO 39.80 0.20 X 230801 1043 43860 RUBEN GRIGORIANS FORMER VP OF FINANCE & CFO 40.00 X 143802 0 11547 EMMA MAYER VP OF FINANCIAL SERVICES 40.00 X 28132 0 1353 VIRGINIA SIEGFRIED MEDICAL DIRECTOR 40.00 X 222900 0 15733 PATRICIA FAJARDO VP CLINICAL SERVICES 40.00 X 138550 0 15696 MARJEAN ALLEN EMPLOYEE 40.00 X 113950 0 7911 SHARON MADSEN VP OF DEVELOPMENT 40.00 X 137255 0 9881 DENISE SHESLER EMPLOYEE 40.00 X 117790 0 12019 DORIS REAGEN EMPLOYEE 40.00 X 134003 0 11372 1267183 1043 129372 15 0 1 0 SOUTHERN COAST JANITORIAL SERVICE 133 EAST DE LA GUERRA STREET SANTA BARBARA CA 93101 JANITORIAL SERVICES FOR MULTIPLE SITES 142187 ANA ROJAS 333 N KALORAMA ST 60 VENTURA CA 93001 ELECTRONIC RECORDS TRANSITION 103058 2 317931 605146 1402986 5178 2326063 CA FAMILY HEALTH PLANNING 624100 8756521 8756521 PATIENT REVENUE 624100 1508768 1508768 CENCAL 624100 734624 734624 MEDI-CAL 624100 706277 706277 GOLD COAST 624100 433494 433494 12139684 236922 236922 3818162 3532549 285613 285613 285613 228813 317931 190989 37824 37824 EHR IMPLEMENTATION REIMB 900099 232250 232250 MISCELLANEOUS 900099 28494 8704 19790 260744 15286850 12380638 0 580149 43292 43292 784671 607055 141382 36234 5656174 4375858 1019132 261184 213013 172162 31525 9326 740410 598416 109578 32416 523926 414852 86605 22469 30871 30871 90937 90937 67416 67416 387756 319601 65622 2533 85841 17576 57715 10550 223839 92816 125808 5215 474479 265877 195895 12707 78636 65386 8864 4386 74752 46248 22642 5862 202595 11568 191027 1015630 848589 131046 35995 123355 123355 MEDICAL SUPPLIES 2370491 2370491 LABORATORY FEES 651969 651969 EQUIPMENT REPAIRS & MAI 290339 205752 67815 16772 PROPERTY REPAIRS & MAIN 286882 181935 104104 843 373595 207492 120796 45307 14790869 11620290 2668780 501799 716041 273498 678340 544825 358839 317935 1669076 1920021 304808 318420 209749 137838 21418911 6281287 15619394 15137624 8162146 9705852 296478 393782 28014871 28749795 495831 575036 2000000 1743506 1925976 1450618 4421807 3769160 X 21516509 20632154 129088 329041 1947467 4019440 23593064 24980635 28014871 28749795 X 495981 885448 6142 X X 0 1 X 1 0 X 2095907 2947230 1948557 2980652 2326068 12298414 2095907 2947230 1948557 2980652 2326068 12298414 1326128 10972286 285038 237593 279043 338857 236922 1377453 188282 184270 210456 489350 298567 1370925 15046792 60994294 0.72920 0.75880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 1000 1 200 1 194040 1 1500 1 500 0 197240 0 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. 8854874 347954 1414125 575410 67416 9974127 6969346 1184962 700566 8854874 6800995 168351 6969346 5520371 327464 953160 6800995 5420371 100000 5520371 0.58500 0.39600 0.01900 0 0 2777061 2777061 14458958 3134541 11324417 4182892 3146746 1036146 15137624 ACCRUED COMPENSATED ABSENCES 327159 ACCRUED PAYROLL AND BENEFITS 708451 ANNUITIES PAYABLE 24813 CHARITABLE TRUST AGREEMENTS 107866 REIMBURSEMENT ADJUSTMENT 282329 1450618 X 16111024 885448 6142 891590 15219434 67416 67416 15286850 14723453 0 14723453 67416 67416 14790869 PART V, LINE 4: ENDOWMENT FUNDS ARE INTENDED TO GENERATE EARNINGS TO SUPPORT THE ORGANIZATION'S GENERAL PROGRAMS. PART X, LINE 2: THE ORGANIZATION IS UNAWARE OF ANY UNCERTAIN TAX POSITIONS AT JUNE 30, 2014, OR FOR ANY YEAR FOR WHICH THE STATUTE IS OPEN. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CHARITABLE TRUST AGREEMENTS 6,142. BOOK SALE 139774 15514 124260 22946 473 16404 ANNUAL DINNER 318865 240670 78195 50912 1000 62687 1 88105 61747 26358 15330 21237 546744 317931 228813 22946 66715 1000 100328 190989 37824 1 PLANNED PARENTHOOD ACTION FUND OF SBVSLO COUNTIES 518 GARDEN STREET SANTA BARBARA CA 93101 770304037 501(C)(4) 43292 TO SUPPORT EDUCATION AND LOBBYING EFFORTS 0 1 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 1 0 0 0 0 0 0 0 CHERYL ROLLINGS PRESIDENT AND CEO 230801 1043 0 0 0 0 35551 87 8184 38 274536 1168 0 0 RUBEN GRIGORIANS FORMER VP OF FINANCE & CFO 143802 0 0 0 0 0 3416 0 8131 0 155349 0 0 0 VIRGINIA SIEGFRIED MEDICAL DIRECTOR 222900 0 0 0 0 0 6992 0 8741 0 238633 0 0 0 PATRICIA FAJARDO VP CLINICAL SERVICES 138550 0 0 0 0 0 7569 0 8127 0 154246 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. PART I, LINE 4B THE EXECUTIVE DIRECTOR PARTICIPATED IN A DEFERRED COMPENSATION ARRANGEMENT, THE TERMS OF WHICH PROVIDE FOR ANNUAL ACCRUAL AS A PERCENTAGE OF COMPENSATION TO BE PAID AT RETIREMENT. 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, 2014. 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. FORM 990, PART XI, LINE 9: CHANGE IN CHARITABLE TRUST AGREEMENTS 6,142. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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