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Nonprofiteer
← CALIFORNIA PLANNED PARENTHOOD EDUCATION FUND INCORPORATED

Form 990 for tax year 2023

Filed by CALIFORNIA PLANNED PARENTHOOD EDUCATION FUND INCORPORATED.

Totals

Total revenue
$2,179,648
Total expenses
$2,405,742
Contributions and grants received
$2,175,668
Grants paid
$0
Program service revenue
$1,691
Investment income
$2,289
Other revenue
$0
Total assets, end of year
$2,884,388
Total liabilities, end of year
$1,288,704
Net assets or fund balances, end of year
$1,595,684
Program services expenses (Part IX)
$1,391,245
Management and general expenses
$866,021
Fundraising expenses
$148,476
Program service expenses (Part III)
$1,391,245

Program services were 57.8% 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.

  • 1b · Membership dues

    $1,953,936

  • 1f · All other contributions, gifts and grants

    $221,732

  • 2a · Program service revenue: OTHER PROGRAM REVENUE

    total $1,691 · related or exempt $1,691

  • 3 · Investment income

    total $2,289 · excluded $2,289

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $333,353 · program services $236,848 · management and general $95,366 · fundraising $1,139

  • 7 · Other salaries and wages

    total $1,194,283 · program services $618,515 · management and general $489,007 · fundraising $86,761

  • 8 · Pension plan contributions

    total $43,665 · program services $18,189 · management and general $21,056 · fundraising $4,420

  • 9 · Other employee benefits

    total $113,990 · program services $59,993 · management and general $46,621 · fundraising $7,376

  • 10 · Payroll taxes

    total $93,011 · program services $48,951 · management and general $38,143 · fundraising $5,917

  • 11b · Fees: legal

    total $2,820 · program services $1,551 · management and general $1,269

  • 11c · Fees: accounting

    total $20,527 · program services $20,527

  • 11e · Fees: professional fundraising services

    total $24,500 · fundraising $24,500

  • 11g · Fees: other

    total $114,606 · program services $65,675 · management and general $48,931

  • 13 · Office expenses

    total $29,195 · program services $13,079 · management and general $13,725 · fundraising $2,391

  • 14 · Information technology

    total $34,017 · program services $7,660 · management and general $21,797 · fundraising $4,560

  • 16 · Occupancy

    total $120,542 · program services $59,697 · management and general $52,301 · fundraising $8,544

  • 17 · Travel

    total $24,118 · program services $21,706 · management and general $2,412

  • 19 · Conferences, conventions and meetings

    total $78,721 · program services $70,849 · management and general $7,872

  • 22 · Depreciation, depletion and amortization

    total $43,731 · program services $29,300 · management and general $13,119 · fundraising $1,312

  • 23 · Insurance

    total $23,242 · program services $14,834 · management and general $7,538 · fundraising $870

  • 24a · Other expenses: MEMBERSHIP DUES

    total $88,541 · program services $88,541

  • 24b · Other expenses: EQUIPMENT RENTAL

    total $22,880 · program services $15,330 · management and general $6,864 · fundraising $686

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,637,614 · end of year $1,219,046

  • 3 · Pledges and grants receivable

    beginning of year $457,808 · end of year $441,148

  • 4 · Accounts receivable

    beginning of year $2,134 · end of year $3,487

  • 9 · Prepaid expenses and deferred charges

    beginning of year $81,382 · end of year $60,670

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

    $292,014

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

    $145,693

  • 10c · Land, buildings and equipment, net

    beginning of year $173,572 · end of year $146,321

  • 15 · Other assets

    beginning of year $981,012 · end of year $1,013,716

  • 17 · Accounts payable and accrued expenses

    beginning of year $440,934 · end of year $424,702

  • 25 · Other liabilities

    beginning of year $1,070,810 · end of year $864,002

  • 27 · Net assets without donor restrictions

    beginning of year $1,019,580 · end of year $1,089,608

  • 28 · Net assets with donor restrictions

    beginning of year $802,198 · end of year $506,076

Mission and programs · 2023

Mission

CPPEF WORKS TO ASSURE THAT ALL INDIVIDUALS HAVE THE FREEDOM TO MAKE REPRODUCTIVE DECISIONS AND, IN ORDER FOR PEOPLE TO MAKE HEALTHY DECISIONS, THEY SHOULD HAVE ACCESS TO COMPREHENSIVE INFORMATION AND SERVICES RELATED TO SEXUALITY, REPRODUCTION, METHODS OF CONTRACEPTION, FERTILITY CONTROL, AND PARENTHOOD.

  • CPPEF PROVIDES POLICY ANALYSIS AND ENGAGES IN ADVOCACY ACTIVITIES THAT SUPPORT CALIFORNIA PLANNED PARENTHOOD AFFILIATES' HEALTH CENTER OPERATIONS AND RESULT IN INCREASED ACCESS TO PREVENTIVE, SEXUAL AND REPRODUCTIVE, AND PRIMARY CARE FOR CALIFORNIANS, INCLUDING LOW-INCOME, UNDERSERVED, BIPOC AND LGBTQ+ COMMUNITIES THROUGHOUT CALIFORNIA. CPPEF COMMUNICATES WITH THE STATE REGARDING REIMBURSEMENT ISSUES IN FAMILY PACT, MEDI-CAL FEE-FOR-SERVICE, MEDI-CAL MANAGED CARE AND OTHER PUBLIC PROGRAMS.

    Expenses $695,623 · Revenue $1,691

  • CPPEF PROVIDES LEGAL, REGULATORY, AND ADMINISTRATIVE SUPPORT TO ASSIST HEALTH CARE OPERATIONS OF ITS 501C3 MEMBERS RELATED TO GENERAL COMPLIANCE, LICENSING, CONFIDENTIALITY AND PRIVACY, TELEHEALTH IMPLEMENTATION, SECURITY, BILLING, ETC.

    Expenses $626,060

  • CPPEF SUPPORTS AND PROVIDES EDUCATIONAL SERVICES FOR NONPARTISAN VOTER REGISTRATION EFFORTS.

    Expenses $69,562

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JODI HICKS

    PRESIDENT/CEO

    Total calculated
    $505,375
    From this org
    $321,397
    From related orgs
    $124,987
    Other
    $58,991
    Hours/week
    28.8 + 11.2 related

    Schedule J breakdown matched by us

    Base
    $281,230 + $109,367 related
    Bonus
    $39,735 + $15,452 related
    Other
    $432 + $168 related
    Deferred
    $34,558 + $13,439 related
    Nontaxable benefits
    $7,916 + $3,078 related
    Filer's total
    $363,871 + $141,504 related

  • GILDA GONZALES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • STACY CROSS

    CHAIR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • JON DUNN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • JENNA TOSH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • SHERI BONNER

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • SUE DUNLAP

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • DARRAH JOHNSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • LISA MATSUBARA

    CHIEF LEGAL & ADVOCACY OFFICER

    Total calculated
    $267,776
    From this org
    $142,026
    From related orgs
    $90,804
    Other
    $34,946
    Hours/week
    24.4 + 15.6 related

    Schedule J breakdown matched by us

    Base
    $131,326 + $83,963 related
    Bonus
    $10,334 + $6,607 related
    Other
    $366 + $234 related
    Deferred
    $9,821 + $6,279 related
    Nontaxable benefits
    $11,496 + $7,350 related
    Filer's total
    $163,343 + $104,433 related

  • JENNIFER WONNACOTT

    CHIEF EXTERNAL AFFAIRS OFFICER

    Total calculated
    $202,234
    From this org
    $62,633
    From related orgs
    $116,317
    Other
    $23,284
    Hours/week
    14 + 26 related

    Schedule J breakdown matched by us

    Base
    $56,461 + $104,855 related
    Bonus
    $5,962 + $11,072 related
    Other
    $210 + $390 related
    Deferred
    $1,873 + $3,478 related
    Nontaxable benefits
    $6,277 + $11,656 related
    Filer's total
    $70,783 + $131,451 related

  • NIKKI RAGSAC

    CHIEF OF STAFF

    Total calculated
    $206,755
    From this org
    $123,273
    From related orgs
    $60,716
    Other
    $22,766
    Hours/week
    26.8 + 13.2 related

    Schedule J breakdown matched by us

    Base
    $111,752 + $55,042 related
    Bonus
    $11,119 + $5,476 related
    Other
    $402 + $198 related
    Deferred
    $5,514 + $2,716 related
    Nontaxable benefits
    $9,739 + $4,797 related
    Filer's total
    $138,526 + $68,229 related

  • STACEY WITTORFF

    ASSOCIATE GENERAL COUNSEL

    Total calculated
    $194,132
    From this org
    $101,072
    From related orgs
    $73,191
    Other
    $19,869
    Hours/week
    23.2 + 16.8 related

    Schedule J breakdown matched by us

    Base
    $92,809 + $67,207 related
    Bonus
    $7,915 + $5,732 related
    Other
    $348 + $252 related
    Deferred
    $6,755 + $4,892 related
    Nontaxable benefits
    $4,769 + $3,453 related
    Filer's total
    $112,596 + $81,536 related

  • SERINA CORREA

    VP FINANCE AND ADMINISTRATION

    Total calculated
    $174,536
    From this org
    $79,736
    From related orgs
    $79,736
    Other
    $15,064
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $72,182 + $72,182 related
    Bonus
    $7,254 + $7,254 related
    Other
    $300 + $300 related
    Deferred
    $3,796 + $3,796 related
    Nontaxable benefits
    $3,736 + $3,736 related
    Filer's total
    $87,268 + $87,268 related

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
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
GROSS UP BONUSES TO ALL PERSONNEL LISTED ON EE BOD LIST.
PART I, LINE 1B
CEO GROSS UP APPROVED BY BOARD. OTHERS APPROVED BY CEO.

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

No itemized grants to organizations 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.

Provenance

Return type
form_990
Tax year
2023
Filed
9 May 2025
IRS schema version
2023v6.0
Source object
202541339349304669

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