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Nonprofiteer
← PLANNED PARENTHOOD OF THE PACIFIC SOUTHWEST

Form 990 for tax year 2024

Filed by PLANNED PARENTHOOD OF THE PACIFIC SOUTHWEST.

Totals

Total revenue
$128,944,128
Total expenses
$128,007,179
Contributions and grants received
$15,581,197
Grants paid
$832,869
Program service revenue
$108,734,084
Investment income
$4,406,651
Other revenue
$222,196
Total assets, end of year
$158,106,598
Total liabilities, end of year
$47,625,145
Net assets or fund balances, end of year
$110,481,453
Program services expenses (Part IX)
$96,968,441
Management and general expenses
$28,049,378
Fundraising expenses
$2,989,360
Program service expenses (Part III)
$96,968,441

Program services were 75.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $1,534,622

  • 1e · Government grants (contributions)

    $974,889

  • 1f · All other contributions, gifts and grants

    $13,071,686

  • 1g · Noncash contributions included above

    $732,330

  • 2a · Program service revenue: NET PATIENT SERVICE REVENUE

    total $108,726,834 · related or exempt $108,726,834

  • 2b · Program service revenue: RESEARCH INCOME

    total $5,850 · related or exempt $5,850

  • 2c · Program service revenue: EDUCATIONAL PRESENTATION INCOME

    total $1,400 · related or exempt $1,400

  • 3 · Investment income

    total $2,901,072 · excluded $2,901,072

  • 6a · Gross rents

    real property $216,556

  • 6b · Less rental expenses

    real property $121,877

  • 6c · Rental income or loss

    real property $94,679

  • 6d · Net rental income or loss

    total $94,679 · excluded $94,679

  • 7a · Gross sales of assets other than inventory

    securities $6,541,742 · other assets $763,525

  • 7b · Less cost or other basis and sales expenses

    securities $5,646,194 · other assets $153,494

  • 7c · Gain or loss

    securities $895,548 · other assets $610,031

  • 7d · Net gain or loss

    total $1,505,579 · excluded $1,505,579

  • 8a · Fundraising events: gross income

    $306,992

  • 8a · Fundraising events: contributions included on line 1c

    $1,534,622

  • 8b · Fundraising events: direct expenses

    $452,828

  • 8c · Net income from fundraising events

    total -$145,836 · excluded -$145,836

  • 11a · Other revenue: AFFILIATE SERVICE INCOME

    total $213,937 · excluded $213,937

  • 11b · Other revenue: MISCELLANEOUS INCOME

    total $59,416 · excluded $59,416

  • 11e · Other revenue, total

    $273,353

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $707,869 · program services $707,869

  • 3 · Grants to foreign organizations and individuals

    total $125,000 · program services $125,000

  • 5 · Compensation of officers, directors and key employees

    total $2,481,144 · program services $525,968 · management and general $1,955,176

  • 7 · Other salaries and wages

    total $66,040,910 · program services $51,316,844 · management and general $12,713,926 · fundraising $2,010,140

  • 8 · Pension plan contributions

    total $1,888,072 · program services $1,490,876 · management and general $334,316 · fundraising $62,880

  • 9 · Other employee benefits

    total $7,221,919 · program services $5,545,724 · management and general $1,444,985 · fundraising $231,210

  • 10 · Payroll taxes

    total $4,659,235 · program services $3,682,405 · management and general $842,670 · fundraising $134,160

  • 11b · Fees: legal

    total $362,242 · management and general $362,242

  • 11c · Fees: accounting

    total $155,683 · management and general $155,683

  • 11f · Fees: investment management

    total $201,360 · management and general $201,360

  • 11g · Fees: other

    total $4,512,970 · program services $3,142,987 · management and general $1,255,228 · fundraising $114,755

  • 12 · Advertising and promotion

    total $1,226,503 · program services $1,138,587 · management and general $84,620 · fundraising $3,296

  • 13 · Office expenses

    total $1,204,952 · program services $764,887 · management and general $299,706 · fundraising $140,359

  • 14 · Information technology

    total $5,690,570 · program services $3,188,298 · management and general $2,366,555 · fundraising $135,717

  • 16 · Occupancy

    total $7,501,710 · program services $6,346,747 · management and general $1,127,165 · fundraising $27,798

  • 17 · Travel

    total $1,007,829 · program services $798,894 · management and general $167,024 · fundraising $41,911

  • 19 · Conferences, conventions and meetings

    total $488,237 · program services $202,261 · management and general $236,794 · fundraising $49,182

  • 20 · Interest

    total $542,861 · program services $261,033 · management and general $281,828

  • 21 · Payments to affiliates

    total $1,413,744 · program services $57,000 · management and general $1,354,244 · fundraising $2,500

  • 22 · Depreciation, depletion and amortization

    total $3,027,842 · program services $2,359,458 · management and general $665,334 · fundraising $3,050

  • 23 · Insurance

    total $1,812,488 · program services $325,572 · management and general $1,486,916

  • 24a · Other expenses: MEDICAL SUPPLIES/EQUIP

    total $14,902,415 · program services $14,634,245 · management and general $250,787 · fundraising $17,383

  • 24b · Other expenses: COMMUNITY EXPENSE

    total $187,533 · program services $150,921 · management and general $28,987 · fundraising $7,625

  • 24c · Other expenses: EQUIPMENT COSTS

    total $180,773 · program services $63,698 · management and general $116,853 · fundraising $222

  • 24d · Other expenses: MEMBERSHIP DUES

    total $91,568 · program services $28,880 · management and general $55,516 · fundraising $7,172

  • 24e · All other expenses

    total $371,750 · program services $110,287 · management and general $261,463

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,670,588 · end of year $671,086

  • 2 · Savings and temporary cash investments

    beginning of year $20,652,297 · end of year $30,315,531

  • 3 · Pledges and grants receivable

    beginning of year $2,229,110 · end of year $1,052,784

  • 4 · Accounts receivable

    beginning of year $13,587,258 · end of year $13,583,439

  • 8 · Inventories for sale or use

    beginning of year $1,270,692 · end of year $1,532,653

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,339,881 · end of year $3,025,509

  • 10a · Land, buildings and equipment: cost or other basis

    $60,674,443

  • 10b · Land, buildings and equipment: accumulated depreciation

    $23,485,747

  • 10c · Land, buildings and equipment, net

    beginning of year $32,878,734 · end of year $37,188,696

  • 11 · Investments: publicly traded securities

    beginning of year $45,431,476 · end of year $44,120,479

  • 12 · Investments: other securities

    beginning of year $5,593,880 · end of year $6,098,764

  • 15 · Other assets

    beginning of year $22,393,451 · end of year $20,517,657

  • 17 · Accounts payable and accrued expenses

    beginning of year $12,897,240 · end of year $15,587,488

  • 23 · Secured mortgages and notes payable

    beginning of year $7,355,515 · end of year $10,423,866

  • 25 · Other liabilities

    beginning of year $22,982,108 · end of year $21,613,791

  • 27 · Net assets without donor restrictions

    beginning of year $99,296,614 · end of year $102,142,484

  • 28 · Net assets with donor restrictions

    beginning of year $7,515,890 · end of year $8,338,969

Mission and programs · 2024

Mission

TO ENSURE BROAD PUBLIC ACCESS TO SEXUAL AND REPRODUCTIVE HEALTH CARE THROUGH DIRECT SERVICE, EDUCATION AND ADVOCACY.

  • PLANNED PARENTHOOD OF THE PACIFIC SOUTHWEST (PPPSW) PROVIDES A VARIETY OF REPRODUCTIVE HEALTH SERVICES TO ITS PATIENTS. DURING THE PERIOD JULY 1, 2024 TO JUNE 30, 2025, PPPSW SAW 119,738 PATIENTS DURING 236,990 PATIENT VISITS IN ITS 19 HEALTH CENTERS. SERVICES INCLUDE 677,361 SEXUALLY TRANSMITTED INFECTION (STI) TESTS, 66,615 PREGNANCY TESTS, 44,898 CONTRACEPTION VISITS, AND 23,503 CANCER SCREENING AND PREVENTION VISITS, AMONGST OTHER REPRODUCTIVE HEALTH SERVICES OFFERED.

    Expenses $95,617,924 · Grants $772,613 · Revenue $107,445,176

  • PPPSW PROVIDES REPRODUCTIVE HEALTH CARE EDUCATION SESSIONS FOR THE COMMUNITIES THAT IT SERVICES. DURING THE PERIOD JULY 1, 2024 TO JUNE 30, 2025 PPPSW EDUCATED 21,092 PEOPLE. THE SESSIONS ARE PERFORMED IN A VARIETY OF COMMUNITY SETTINGS, OR VIRTUALLY FOR INDIVIDUALS AS WELL AS GROUPS. ADDITIONALLY, PPPSW ADVOCATES FOR INCREASED ACCESS TO IMPROVED REPRODUCTIVE HEALTH CARE IN A VARIETY OF MANNERS.

    Expenses $1,350,517 · Grants $60,256 · Revenue $1,288,908

As filed on the 2024 return.

Listed in Part VII

  • Naomi Soto

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Barbara Levy

    SECRETARY AND CHAIR-ELECT

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Kurt Gering

    TREASURER

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Jose Alcala

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Melinda Cordero-Barzanga

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Dani Dawson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Lynn Gorguze

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Sarah Hassaine

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Robin Hensley

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Jasmine Lai

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Gabriel Maldonado

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Patricia McQuater

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • David Preskill

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Maha Rizvi

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Kimberlee Roberts

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Timothy J Sheridan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Mattheus Stephens

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Cathy Stiefel

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • David Trujillo

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Pat Wilson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Darrah Digiorgio Johnson

    PRESIDENT & CEO (THRU 3/2025)

    Total calculated
    $686,842
    From this org
    $618,846
    From related orgs
    $0
    Other
    $67,996
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $575,505
    Bonus
    $0
    Other
    $43,341
    Deferred
    $38,800
    Nontaxable benefits
    $29,196
    Filer's total
    $686,842

  • Antoinette Marengo-Barbick

    CHIEF MEDICAL OFFICER

    Total calculated
    $517,501
    From this org
    $495,440
    From related orgs
    $0
    Other
    $22,061
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $493,148
    Bonus
    $0
    Other
    $2,292
    Deferred
    $20,169
    Nontaxable benefits
    $1,892
    Filer's total
    $517,501

  • Gary Zimble

    CHIEF OPERATING OFFICER

    Total calculated
    $460,891
    From this org
    $421,335
    From related orgs
    $0
    Other
    $39,556
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $418,237
    Bonus
    $0
    Other
    $3,098
    Deferred
    $13,800
    Nontaxable benefits
    $25,756
    Filer's total
    $460,891

  • Tracy Skaddan

    GENERAL COUNSEL

    Total calculated
    $418,081
    From this org
    $381,978
    From related orgs
    $0
    Other
    $36,103
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $378,260
    Bonus
    $0
    Other
    $3,718
    Deferred
    $13,800
    Nontaxable benefits
    $22,303
    Filer's total
    $418,081

  • Francis Pickford

    CHIEF FINANCIAL OFFICER

    Total calculated
    $389,362
    From this org
    $373,634
    From related orgs
    $0
    Other
    $15,728
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $371,958
    Bonus
    $0
    Other
    $1,676
    Deferred
    $13,800
    Nontaxable benefits
    $1,928
    Filer's total
    $389,362

  • Jenny Black

    PRESIDENT & CEO (START 4/2025)

    Total calculated
    $0
    Hours/week
    40 + 5 related

  • Jill Pierce

    VP OF HEALTH CENTER OPS (THRU 5/2024)

    Total calculated
    $404,770
    From this org
    $390,881
    From related orgs
    $0
    Other
    $13,889
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $108,299
    Bonus
    $30,315
    Other
    $252,267
    Deferred
    $5,422
    Nontaxable benefits
    $8,467
    Filer's total
    $404,770

  • Celia Ishikawa

    VP OF HUMAN RESOURCES & ADMIN SVCS

    Total calculated
    $351,365
    From this org
    $326,561
    From related orgs
    $0
    Other
    $24,804
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $324,783
    Bonus
    $0
    Other
    $1,778
    Deferred
    $12,200
    Nontaxable benefits
    $12,604
    Filer's total
    $351,365

  • Son Nguyen

    ASSOCIATE MEDICAL DIRECTOR

    Total calculated
    $343,439
    From this org
    $288,513
    From related orgs
    $0
    Other
    $54,926
    Hours/week
    32

    Schedule J breakdown matched by us

    Base
    $285,198
    Bonus
    $0
    Other
    $3,315
    Deferred
    $12,021
    Nontaxable benefits
    $42,905
    Filer's total
    $343,439

  • Thomas Moran

    ASSOCIATE MEDICAL DIRECTOR

    Total calculated
    $342,421
    From this org
    $304,852
    From related orgs
    $0
    Other
    $37,569
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $301,397
    Bonus
    $0
    Other
    $3,455
    Deferred
    $12,200
    Nontaxable benefits
    $25,369
    Filer's total
    $342,421

  • Janeen Burlison

    VP OF CLINICAL SERVICES & QUALITY

    Total calculated
    $310,664
    From this org
    $287,224
    From related orgs
    $0
    Other
    $23,440
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $285,093
    Bonus
    $0
    Other
    $2,131
    Deferred
    $6,216
    Nontaxable benefits
    $17,224
    Filer's total
    $310,664

  • Masoud Nadi

    LEAD CLINICIAN SPECIALITY SERVICES

    Total calculated
    $282,172
    From this org
    $255,195
    From related orgs
    $0
    Other
    $26,977
    Hours/week
    42.5

    Schedule J breakdown matched by us

    Base
    $236,935
    Bonus
    $18,000
    Other
    $260
    Deferred
    $10,372
    Nontaxable benefits
    $16,605
    Filer's total
    $282,172

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE FOLLOWING INDIVIDUALS RECEIVED TAXABLE GROSS-UP PAYMENTS DURING THE 2024 CALENDAR YEAR; ANTOINETTE MARENGO-BARBICK; GARY ZIMBLE; TRACY SKADDAN; JILL PIERCE; FRANCIS PICKFORD; CELIA ISHIKAWA; AND JANEEN BURLISON.
PART I, LINES 4A-B
DURING THE 2024 CALENDAR YEAR, JILL PIERCE RECEIVED A $215,783 SEVERANCE PAYMENT. THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE ORGANIZATION'S SUPPLEMENTAL 457(F) RETIREMENT PLAN. EMPLOYER CONTRIBUTIONS TO THE PLAN DURING THE 2024 CALENDAR YEAR ARE AS FOLLOWS, WHICH HAS BEEN REPORTED AS "RETIREMENT AND OTHER DEFERRED COMPENSATION" ON SCHEDULE J, PART II, COLUMN (C): DARRAH DIGIORGIO JOHNSON - $25,000 ANTOINETTE MARENGO-BARBICK - $6,369 ADDITIONALLY, DUE TO VESTING OF THE 457(F) PLAN, DARRAH DIGIORGIO JOHNSON RECOGNIZED $31,345 OF TAXABLE INCOME, WHICH HAS BEEN REPORTED WITHIN "OTHER REPORTABLE COMPENSATION" ON SCHEDULE J, PART II, COLUMN (B)(III) AS WELL AS WITHIN "COMPENSATION IN COLUMN (B) REPORTED AS DEFERRED ON PRIOR FORM 990" ON SCHEDULE J, PART II, COLUMN F.
PART I, LINE 7
THE ORGANIZATION PROVIDED BONUSES TO CERTAIN INDIVIDUALS LISTED ON FORM 990, PART VII AND/OR SCHEDULE J, PART II WHICH WOULD BE CONSIDERED NON-FIXED PAYMENTS AS THEY ARE DETERMINED UTILIZING (IN PART) DISCRETION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • PLANNED PARENTHOOD ACTION FUND OF THE PACIFIC SOUTHWEST

    501(C)(4) · EDUCATION & ADVOCACY · CA · controlled entity

    Directly controlled by PLANNED PARENTHOOD OF THE PACIFIC SOUTHWEST

  • PLANNED PARENTHOOD ACTION FUND OF THE PACIFIC SOUTHWEST PAC

    527 · POLITICAL ACTIVITIES · CA · controlled entity

    Directly controlled by PLANNED PARENTHOOD ACTION FUND OF THE PACIFIC SOUTHWEST

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • PERPETUAL TRUST (1)

    INVESTING AND CHARITABLE DISTRIBUTIONS · CA · controlled entity

    Directly controlled by PLANNED PARENTHOOD OF THE PACIFIC SOUTHWEST

Provenance

Return type
form_990
Tax year
2024
Filed
3 May 2026
IRS schema version
2024v5.5
Source object
202601259349302070

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