2021-05-11T18:21:38-05:00 2020-06-30 954557617 Harrington Group CPAs LLP 234 East Colorado Blvd Suite M150 Pasadena CA 91101 990 2019-07-01 941575233 Planned Parenthood Shasta-Diablo Inc PLAN 9256760505 2185 Pacheco Street Concord CA 945202309 Gilda Gonzales President & CEO 9256760505 2021-05-11 1 Sean E Cain CPA P01612986 6264036801 2019 2022-09-23 18:48:47Z Planned Parenthood Northern CA Gilda Gonzales 2185 Pacheco Street Concord CA 945202309 60147802 0 X www.ppnorcal.org X 1961 CA Planned Parenthood Northern California generates healthier communities through the delivery of quality sexual and reproductive health care services. 15 15 506 543 0 0 17364295 13796721 40021978 44718824 1018611 1082498 586772 417322 58991656 60015365 280000 265000 0 0 28067122 31837945 0 0 1767457 19275503 18864128 47622625 50967073 11369031 9048292 83541074 88538503 6877532 7282245 76663542 81256258 X Planned Parenthood Northern California generates healthier communities through the delivery of quality sexual and reproductive health care services. 0 0 40312522 44718824 Clinical and Research - serving 20 Northern California counties, we operate 17 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 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 147,000 medical visits to over 87,000 unduplicated clients. More than 88% of clients have incomes below 200% of the Federal Poverty Level. 2640713 Education and Case Management - 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 over 50,000 individuals; 50% was delivered to youth under age 18. 924476 265000 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. 43877711 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 1 0 0 0 0 1 0 0 0 1 122 0 1 506 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 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 X Nicole Barnett Chair 1.00 X X 0 0 0 Amy Jester Vice Chair 1.00 X X 0 0 0 Prentiss Willson Treasurer 1.00 1.00 X X 0 0 0 David Turner Secretary 1.00 1.00 X X 0 0 0 Robert Benavidez Board Member 1.00 X 0 0 0 Stacey Bressler Board Member 1.00 X 0 0 0 Joshua Dick Board member 1.00 1.00 X 0 0 0 Debbie Findling Board Member 1.00 X 0 0 0 Mary Jung Board Member 1.00 1.00 X 0 0 0 Loren Kieve Board Member 1.00 1.00 X 0 0 0 Jamie Litchmann Board Member 1.00 X 0 0 0 Dionne Cruz Miller Board Member 1.00 X 0 0 0 Nikita T Mitchell Board Member 1.00 X 0 0 0 Jesus Ramirez-Valles Board Member 1.00 X 0 0 0 Sue Y Young Board Member 1.00 X 0 0 0 Gilda Gonzales President/CEO 40.00 5.00 X 406365 0 18245 Peter Kimani Kamau SVP-Finance and Admin. 40.00 5.00 X 228191 0 14962 Erin Harr-Yee SVP - Client Services 40.00 X 220055 0 11376 Sara Kennedy Medical Director 40.00 X 294544 0 21472 Lisa Memmel Assoc. Medical Director 36.00 X 244061 0 17172 Beth Parker General Counsel 40.00 X 236110 0 7226 Daniel Gollman Controller 40.00 X 180159 0 14108 Anna Webster Lead Clinician 40.00 X 161410 0 14400 Mary Fessel Sr. Regional Clinician 40.00 X 148868 0 15469 2119763 0 134430 52 0 1 0 Douglas Construction 1025 Julie Court Concord CA 94518 Office Design/Construction 1973084 GCI General Contractors Inc 875 Battery St San Francisco CA 94111 General Contractor 1576944 Planned Parenthood Mar Monte 1691 The Alameda San Jose CA 95126 Call Center & Lab Services 1003403 Ochin 1881 SW Naito Parkway Portland OR 97201 EHR Consultant 537452 Leddy Maytum Stacy Architects 1940 Bryant St San Francisco CA 94111 Architects 503748 17 78909 2750153 10967659 26317 13796721 Patient services-government 621400 25670073 25670073 Patient services 900099 13149056 13149056 Patient services-others 621400 3353258 3353258 Patient services-private pay 621400 2546437 2546437 44718824 1082498 1082498 39111 0 39111 39111 39111 132437 78909 132437 0 Other income 900099 440892 440892 Insurance proceeds 525100 40119 40119 Disposal of assets 900099 -102800 -102800 378211 60015365 44718824 0 1499820 265000 265000 1050193 233051 534262 282880 25085674 21569937 2686469 829268 555745 504542 40866 10337 3050303 2663920 288249 98134 2096030 1823248 204695 68087 65394 48093 15786 1515 100392 100392 500713 334228 162655 3830 50625 11020 39505 100 1611339 1279900 184106 147333 881354 793989 66669 20696 1786065 1633814 95048 57203 595863 454365 132639 8859 1119977 883412 235366 1199 536724 513926 17458 5340 Clinic supplies 8185687 8185687 Repairs and maintenance 967679 840934 99532 27213 Dues and subscriptions 775905 565296 182294 28315 Contract services 611885 395451 138943 77491 1074526 877898 96971 99657 50967073 43877711 5321905 1767457 6175589 11263225 15339341 45055304 370833 292921 3723562 4199031 868115 788894 234914 288996 40154390 15401669 19899414 24752721 36783636 1763170 145670 134241 83541074 88538503 6823379 7241873 54153 40372 6877532 7282245 X 64727700 69110905 11935842 12145353 76663542 81256258 83541074 88538503 X 9048292 -4318275 -137301 X 0 1 X 1 1 1 X 13283388 14912257 19327856 17364295 13796721 78684517 13283388 14912257 19327856 17364295 13796721 78684517 2701705 75982812 244102 375553 489816 1042209 1121609 3273289 415273 48267 193829 666106 378211 1701686 83659492 193024824 0.90820 0.91880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 88 88 50966985 50967073 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 92239 91347 101224 88 284898 250000 250000 250000 250000 1000000 1500000 24636 24526 35881 85043 0 746506 300000 16664 1063170 302461 400000 44045 746506 286688 15773 302461 3945553 -3736972 78107 286688 2975145 1023668 -53260 3945553 0.21170 0.78830 0 0 2786487 2786487 3387764 1647535 1740229 13291849 6920500 6371349 7432826 6833634 599192 13255464 13255464 24752721 Investment in net assets of PPFA, Inc. 40372 40372 X 55704292 -4318275 7202 -4311073 60015365 0 60015365 50967073 0 50967073 0 50967073 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 7,202. Acts of Courage 211346 78909 132437 27310 34712 32662 37753 211346 78909 132437 27310 34712 32662 37753 132437 0 1 Planned Parenthood Shasta-Diablo Action Fund PO Box 1116 Concord CA 945221116 201489361 501(c)(4) 265000 The purpose of this grant is to support charitable and educational activities that further Planned Parenthood: Shasta-Diablo's mission which includes: a) Educating the public on issues such as the impact of public health policy on constituents, status of comprehensive sexual health education in state, reproductive health care in health care reform plans, teen pregnancy prevention, sexually transmitted infection prevention, the state of reproductive rights in California, and the impact on elections on reproductive health care, and:b) Advocating public policies that protect and increase access to comprehensive sex education and affordable, quality reproductive andsexual health care, including abortion services. 1 Part I, Line 2: Records are maintained by Administration annually. X X 0 0 0 0 0 0 0 1 0 Gilda Gonzales President/CEO 395365 0 11000 0 0 0 15464 0 2781 0 424610 0 0 0 Peter Kimani Kamau SVP-Finance and Admin. 228191 0 0 0 0 0 5370 0 9592 0 243153 0 0 0 Erin Harr-Yee SVP - Client Services 220055 0 0 0 0 0 8696 0 2680 0 231431 0 0 0 Sara Kennedy Medical Director 294544 0 0 0 0 0 12975 0 8497 0 316016 0 0 0 Lisa Memmel Assoc. Medical Director 244061 0 0 0 0 0 7581 0 9591 0 261233 0 0 0 Beth Parker General Counsel 236110 0 0 0 0 0 0 0 7226 0 243336 0 0 0 Daniel Gollman Controller 180159 0 0 0 0 0 9614 0 4494 0 194267 0 0 0 Anna Webster Lead Clinician 161410 0 0 0 0 0 6509 0 7891 0 175810 0 0 0 Mary Fessel Sr. Regional Clinician 148868 0 0 0 0 0 6096 0 9373 0 164337 0 0 0 Part I, Line 7 The organization's President and CEO, Gilda Gonzales, received a non-fixed payment (bonus) in the amount of $11,000 for the fiscal year ending June 30, 2020. Compensation Information, Part II: Part II - Officers, Directors, Key Employees, and Highest Compensated Employees: The compensation reported in Schedule J: Compensation Information Part II reflects calendar year 2019 compensation. Erin Harr Yee, SVP of Client Services, also serves as the organization's Chief Health Care Regulatory Officer exclusively for licensing and health care regulatory filings. Peter Kimani Kamau, SVP of Finance and Administration, also serves as the organization's Chief Financial Officer. X 4 26317 FMV 0 0 1 Part I, Column (b): The number of contributions is based on the number of contributors. Schedule M, Line 32: Non-cash contributions on line 9, in the form of stock, are transferred to the organization's investment manager who sells the stock which is converted to cash. 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 11b The Form 990 will be reviewed by top management officials, subsequently provided to the Audit Committee for review, and then shared with the Board of Directors. 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 of Directors 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 VII: Compensation of Officers, Directors, Key Employees, and Highest Compensated Employees: The compensation reported in Part VII: Compensation of Officers, Directors, Key Employees, and Highest Compensated Employees reflects calendar year 2018 compensation. Form 990, Part XI, line 9: Change in value in interest on investment in net assets of Planned Parenthood Federation of America, Inc. 7,202. Patient services reimbursement - prior year -144,503. Planned Parenthood Shasta-Diablo Action Fund PO Box 1116 Concord CA 945221116 201489361 Promotes social welfare CA 501(c)(4) Planned Parenthood Shasta-Diablo 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 Planned Parenthood Shasta-Diablo Action Fund B 265000 FMV Planned Parenthood Shasta-Diablo Action Fund Q 41869 FMV Schedule R, Part V, Line 2(2): Payment to the organization to Planned Parenthood Shasta-Diablo Action Fund, Inc. in the amount of $41,869 is payment for use of staff and facilities pursuant to a Resource Sharing Agreement between the two organizations.