PLANNED PARENTHOOD-ORANGE AND SAN BERNARDINO COUNTIES INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PLANNED PARENTHOOD-ORANGE AND SAN BERNARDINO COUNTIES INC (EIN 95-6152773)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-02
- IRS object ID
- 202521229349302777
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-02T16:43:53-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SECOND STREET SUITE 900 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956152773 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANNED PARENTHOODORANGE AND SAN | BusinessNameLine1Txt |
| Business Name Line2 | BERNARDINO COUNTIES INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PLAN | BusinessNameControlTxt |
| Phone | 7146336373 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 E KATELLA AVE | AddressLine1Txt |
| City | ANAHEIM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92805 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JON DUNN | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 7146336373 | PhoneNum |
| Signature | 2025-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL LUMSDEN | PreparerPersonNm |
| PTIN | P01262236 | PTIN |
| Phone | 4159561500 | PhoneNum |
| Preparation | 2025-05-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELODY HEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JON DUNN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 E KATELLA AVE | AddressLine1Txt |
| City | ANAHEIM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92805 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $111,252,185 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PLANNEDPARENTHOOD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE LEADERSHIP, EDUCATION, AND HEALTH SERVICES IN THE AREA OF WOMEN'S HEALTH SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 663 | TotalEmployeeCnt |
| Total Volunteers | 357 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,590,144 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,389,002 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $94,811,673 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $99,549,120 | CYProgramServiceRevenueAmt |
| PY Investment Income | $760,354 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,445,533 | CYInvestmentIncomeAmt |
| PY Other Revenue | $322,282 | PYOtherRevenueAmt |
| CY Other Revenue | $747,240 | CYOtherRevenueAmt |
| PY Total Revenue | $106,484,453 | PYTotalRevenueAmt |
| CY Total Revenue | $111,130,895 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $500,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,173,973 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $56,969,423 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $62,272,912 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $959,114 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $41,718,907 | PYOtherExpensesAmt |
| CY Other Expenses | $40,681,223 | CYOtherExpensesAmt |
| PY Total Expenses | $99,188,330 | PYTotalExpensesAmt |
| CY Total Expenses | $106,128,108 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,296,123 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,002,787 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $131,174,458 | TotalAssetsBOYAmt |
| Total Assets EOY | $137,873,576 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $33,144,989 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,972,099 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $98,029,469 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $105,901,477 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PLANNED PARENTHOOD ORANGE AND SAN BERNARDINO COUNTIES PROVIDES AN EXCEPTIONAL HEALTH CARE EXPERIENCE FOR EVERY PATIENT, PROTECTS AND PROMOTES THE FUNDAMENTAL RIGHT OF ALL INDIVIDUALS TO MAKE THEIR OWN PERSONAL HEALTH DECISIONS, AND ADVOCATES FOR AND DELIVERS COMPREHENSIVE EDUCATION TO CREATE HEALTHIER COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $75,538,079 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $99,538,561 | RevenueAmt |
| Desc | PLANNED PARENTHOOD IS ONE OF THE NATION'S LEADING PROVIDERS OF HIGH-QUALITY, AFFORDABLE HEALTH CARE, AND THE NATIONS' LARGEST PROVIDER OF SEX EDUCATION. WE OFFER COMPASSIONATE CARE, BACKED BY MEDICAL EXPERTS AND MORE THAN 100 YEARS OF RESEARCH IN REPRODUCTIVE HEALTH. PATIENT VISITS IN THE YEAR TOTALED OVER 246,400. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,488,095 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE PLANNED PARENTHOOD WOMEN INFANTS AND CHILDREN (WIC) PROGRAM PROVIDES AN ESSENTIAL SERVICE TO THE COMMUNITY BY DELIVERING SUPPLEMENTAL FOOD, BREASTFEEDING SUPPORT, AND NUTRITION EDUCATION TO FAMILIES IN NEED. WIC FOCUSED ON IMPLEMENTING THE NEW STATEWIDE WIC WISE ELECTRONIC BENEFIT TRANSFER SYSTEM IN 2020 - 2021 TO OFFER FAMILIES A MORE CONVENIENT AND GREEN WAY TO RECEIVE WIC BENEFITS. THIS SYSTEM ELIMINATED THE PAPER WIC CHECKS AND REPLACED THEM WITH A BENEFIT CARD THAT ALLOWS FOR THE SUPPLEMENTAL FOODS TO BE PURCHASED MORE EFFICIENTLY. WIC CONTINUES TO OFFER FAMILIES BREASTFEEDING SUPPORT, PUMPS, AND EDUCATION TO HELP INCREASE THE POPULATION OF BREASTFEEDING MOTHERS. WIC IS ALSO A COMMUNITY GATEWAY FOR FAMILIES TO RECEIVE REFERRALS TO HEALTH, DENTAL, AND MENTAL HEALTH CARE. WIC HAS PARTNERED WITH OTHER COMMUNITY RESOURCES AS WELL AS HOSTED MANY TRAININGS AND SPEAKERS TO HELP STAY AWARE AND EDUCATED ON THE VARIOUS PROGRAMS AVAILABLE IN OUR COMMUNITIES. THROUGHOUT THE YEAR, PPOSBC WIC PROVIDED OVER 114,053 NUTRITION EDUCATION, BREASTFEEDING, AND FOOD ASSISTANCE SESSIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,492,699 | ExpenseAmt |
| Grant | $3,173,973 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | PUBLIC AFFAIRS - PLANNED PARENTHOOD ORANGE/SAN BERNARDINO COUNTIES WORKS TO SUPPORT AND DEFEND PUBLIC POLICIES THAT PROTECT WOMEN'S HEALTH AND REPRODUCTIVE RIGHTS AND ACCESS TO CARE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,634,279 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $10,559 | RevenueAmt |
| Desc | EDUCATION SERVICES - EVIDENCE-BASED, AGE APPROPRIATE AND MEDICALLY ACCURATE SEX EDUCATION AND YOUTH DEVELOPMENT PROGRAMS FOR THOSE AGES 13 TO 24, PARTNER ORGANIZATION AND PARENT/CARING ADULT TRAININGS, CASE MANAGEMENT FOR YOUNG PARENTS, AND COMMUNITY OUTREACH. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,634,279 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $10,559 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $85,153,152 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 72 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 663 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JESSICA CHINEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7146336373 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 E KATELLA AVE | AddressLine1Txt |
| City | ANAHEIM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92805 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| NANCY KRIZ | |||||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GLORIA MACIAS HARRISON | |||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BRADLEY GILBERT | |||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANDY THORBURN | |||||||||
| TREASURER | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| AFSANEH ALISOBHANI | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BOB BRAUN | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THY B BUI | |||||||||
| BOARD MEMBER | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RABBI HILLEL COHN | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GERARD CURTIN JR | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| VALERIE DIXON | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BECKIE GOMEZ | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JANE HANAUER | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RAY JANKOWSKI | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBI LAMBERT | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANNE LANDEROS | |||||||||
| BOARD MEMBER | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROL MAJOR | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HOMEIRA MEHRABIAN | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LENA NGUYEN | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN PICKLE | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBBIE PREPAS | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANA RODRIGUEZ | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS RUIZ | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BEVERLY SANSONE | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KRISTY SANTIMYER-MELITA | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH WING | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BILL WOOD | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JON DUNN | |||||||||
| PRESIDENT/CHIEF EXECUTIVE OFFICER | 40.00 | 2.00 | Yes (X) | $667,822 | $0 | $44,991 | |||
| JESSICA CHINEN | |||||||||
| VICE PRESIDENT OF FINANCE | 40.00 | 0.00 | Yes (X) | $299,858 | $0 | $42,410 | |||
| JANET JACOBSON | |||||||||
| MED DIR, SR. VP OF CLINICAL SERVICES | 40.00 | 0.00 | $467,484 | $0 | $36,077 | Yes (X) | |||
| KRISTA HOLLINGER | |||||||||
| CHIEF OPERATIONS OFFICER | 40.00 | 0.00 | $420,356 | $0 | $37,157 | Yes (X) | |||
| SHANNON CONNOLLY | |||||||||
| ASSOCIATE MEDICAL DIRECTOR | 40.00 | 0.00 | $383,839 | $0 | $32,377 | Yes (X) | |||
| SHAYNE POULIN | |||||||||
| PHYSICIAN | 40.00 | 0.00 | $352,105 | $0 | $49,094 | Yes (X) | |||
| SRINIVASA YARRAMSETTI | |||||||||
| SR. VP OF INFORMATION TECHNOLOGY | 40.00 | 0.00 | $348,088 | $0 | $44,069 | Yes (X) | |||
| RAMONA THOMAS | |||||||||
| GENERAL COUNSEL, VP OF COMPL/RISK | 40.00 | 0.00 | $350,751 | $0 | $29,927 | Yes (X) | |||
| DEBORAH GLUPCZYNSKI | |||||||||
| PHYSICIAN | 40.00 | 0.00 | $350,045 | $0 | $20,302 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,640,348 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $336,404 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 147 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COASTAL PACIFIC CONSTRUCTION INC | |||||
| 28 EDELMAN | IRVINE | CA | 92618 | CONSTRUCTION SERVICES | $1,927,487 |
| ELITE PROTECTIVE & INVESTIGATIVE SERVICE | |||||
| PO BOX 3889 | COSTA MESA | CA | 92626 | SECURITY SERVICES | $1,675,667 |
| OPEN HAND MEDIA | |||||
| 265 TERMINO AVE | LONG BEACH | CA | 90803 | MARKETING SERVICES | $912,577 |
| JMG SECURITY SYSTEMS INC | |||||
| 17150 NEWHOPE STREET 109 | FOUNTAIN VALLEY | CA | 92708 | SECURITY SERVICES | $685,650 |
| PLANNED PARENTHOOD DIRECT | |||||
| 2810 N CHURCH STREET | WILMINGTON | DE | 19802 | TELEHEALTH SERVICES | $615,741 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 20 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $218,229 | FundraisingAmt |
| Government Grants | $4,074,219 | GovernmentGrantsAmt |
| All Other Contributions | $5,096,554 | AllOtherContributionsAmt |
| Noncash Contributions | $35,123 | NoncashContributionsAmt |
| Total Contributions | $9,389,002 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NET PATIENT SERVICE RE | 621400 | $99,538,561 | $99,538,561 |
| TRAINING REVENUE | 621400 | $10,559 | $10,559 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $99,549,120 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,430,833 | TotalRevenueColumnAmt |
| Exclusion | $1,430,833 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $26,461 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $26,461 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,461 | TotalRevenueColumnAmt |
| Exclusion | $26,461 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $14,700 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $14,700 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,700 | TotalRevenueColumnAmt |
| Exclusion | $14,700 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $69,501 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $218,229 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $121,290 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$51,789 | TotalRevenueColumnAmt |
| Exclusion | -$51,789 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MISCELLANEOUS REVENUE | 900099 | $604,186 | $604,186 |
| RESOURCE SHARING REVEN | 900099 | $168,382 | $168,382 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $772,568 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $111,130,895 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $99,549,120 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,192,773 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,173,973 | TotalAmt |
| Program Services | $3,173,973 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,016,154 | TotalAmt |
| Program Services | $961,073 | ProgramServicesAmt |
| Management And General | $1,055,081 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,453,892 | TotalAmt |
| Program Services | $37,926,966 | ProgramServicesAmt |
| Management And General | $7,921,372 | ManagementAndGeneralAmt |
| Fundraising | $605,554 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,612,135 | TotalAmt |
| Program Services | $2,148,595 | ProgramServicesAmt |
| Management And General | $430,671 | ManagementAndGeneralAmt |
| Fundraising | $32,869 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,439,479 | TotalAmt |
| Program Services | $6,056,797 | ProgramServicesAmt |
| Management And General | $1,291,883 | ManagementAndGeneralAmt |
| Fundraising | $90,799 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,751,252 | TotalAmt |
| Program Services | $3,040,977 | ProgramServicesAmt |
| Management And General | $664,849 | ManagementAndGeneralAmt |
| Fundraising | $45,426 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,429 | TotalAmt |
| Management And General | $57,429 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,525 | TotalAmt |
| Management And General | $156,525 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,206 | TotalAmt |
| Management And General | $114,206 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,920,592 | TotalAmt |
| Program Services | $3,826,012 | ProgramServicesAmt |
| Management And General | $2,058,680 | ManagementAndGeneralAmt |
| Fundraising | $35,900 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,016,573 | TotalAmt |
| Program Services | $687,836 | ProgramServicesAmt |
| Management And General | $328,737 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $623,581 | TotalAmt |
| Program Services | $428,745 | ProgramServicesAmt |
| Management And General | $194,363 | ManagementAndGeneralAmt |
| Fundraising | $473 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,361,325 | TotalAmt |
| Program Services | $252,455 | ProgramServicesAmt |
| Management And General | $1,070,042 | ManagementAndGeneralAmt |
| Fundraising | $38,828 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,204,818 | TotalAmt |
| Program Services | $4,113,503 | ProgramServicesAmt |
| Management And General | $1,060,488 | ManagementAndGeneralAmt |
| Fundraising | $30,827 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,659 | TotalAmt |
| Program Services | $124,404 | ProgramServicesAmt |
| Management And General | $56,875 | ManagementAndGeneralAmt |
| Fundraising | $1,380 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,088 | TotalAmt |
| Program Services | $21,855 | ProgramServicesAmt |
| Management And General | $9,991 | ManagementAndGeneralAmt |
| Fundraising | $242 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $507,293 | TotalAmt |
| Program Services | $507,293 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,180,331 | TotalAmt |
| Program Services | $2,329,815 | ProgramServicesAmt |
| Management And General | $820,122 | ManagementAndGeneralAmt |
| Fundraising | $30,394 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,191,858 | TotalAmt |
| Program Services | $1,169,381 | ProgramServicesAmt |
| Management And General | $22,477 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEDICAL SUPPLIES | $16,874,368 | $16,874,368 | ||
| COMMUNICATION & MAILING | $1,047,567 | $805,533 | $201,949 | $40,085 |
| FURNITURE & EQUIPMENT | $824,657 | $422,959 | $398,281 | $3,417 |
| BOOKS & SUBSCRIPTIONS | $34,383 | $29,745 | $1,718 | $2,920 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,350,970 | TotalAmt |
| Program Services | $250,867 | ProgramServicesAmt |
| Management And General | $2,100,103 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,128,108 | TotalAmt |
| Program Services | $85,153,152 | ProgramServicesAmt |
| Management And General | $20,015,842 | ManagementAndGeneralAmt |
| Fundraising | $959,114 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,038,470 | BOYAmt |
| EOY | $21,493,280 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,686,511 | BOYAmt |
| EOY | $27,265,573 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,652,185 | BOYAmt |
| EOY | $1,135,901 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,006,992 | BOYAmt |
| EOY | $9,963,049 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,443,873 | BOYAmt |
| EOY | $1,671,967 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $842,450 | BOYAmt |
| EOY | $816,206 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $60,675,569 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,519,797 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,668,161 | BOYAmt |
| EOY | $38,155,772 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,041,545 | BOYAmt |
| EOY | $25,613,630 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $742,768 | BOYAmt |
| EOY | $742,768 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,051,503 | BOYAmt |
| EOY | $11,015,430 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,174,458 | BOYAmt |
| EOY | $137,873,576 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,543,199 | BOYAmt |
| EOY | $7,061,132 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,157 | BOYAmt |
| EOY | $1,322,390 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,820,017 | BOYAmt |
| EOY | $12,995,426 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,779,616 | BOYAmt |
| EOY | $10,593,151 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,144,989 | BOYAmt |
| EOY | $31,972,099 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,023,907 | BOYAmt |
| EOY | $105,895,168 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,562 | BOYAmt |
| EOY | $6,309 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,029,469 | BOYAmt |
| EOY | $105,901,477 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,174,458 | BOYAmt |
| EOY | $137,873,576 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,002,787 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,721,429 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $147,792 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,278,426 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,573,863 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,585,282 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,590,144 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,389,002 | CurrentTaxYearAmt |
| Total | $41,416,717 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $78,543,377 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $80,994,838 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $86,524,394 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $94,811,673 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $99,549,120 | CurrentTaxYearAmt |
| Total | $440,423,402 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $84,821,803 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $87,568,701 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $95,109,676 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $105,401,817 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $108,938,122 | CurrentTaxYearAmt |
| Total | $481,840,119 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $5,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,207 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,050 | CurrentTaxYearAmt |
| Total | $83,257 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $5,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,207 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,050 | CurrentTaxYearAmt |
| Total | $83,257 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $481,756,862 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $503,149 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $356,633 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $821,305 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $786,045 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,457,294 | CurrentTaxYearAmt |
| Total | $3,924,426 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $503,149 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $356,633 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $821,305 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $786,045 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,457,294 | CurrentTaxYearAmt |
| Total | $3,924,426 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $167,177 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $128,494 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,169 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $338,840 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $312,966 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $561,101 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $356,383 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $414,815 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $772,568 | CurrentTaxYearAmt |
| Total | $2,417,833 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $85,805,095 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $88,486,435 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $96,415,858 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $106,645,846 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $111,167,984 | CurrentTaxYearAmt |
| Total | $488,521,218 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98620 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98720 | PublicSupportPY509Pct |
| Investment Income CY | 0.00800 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00610 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2019 AMOUNT: $ 312,966. 2020 AMOUNT: $ 561,101. 2021 AMOUNT: $ 356,383. 2022 AMOUNT: $ 414,815. 2023 AMOUNT: $ 772,568. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,777,776 | OtherCostOrOtherBasisAmt |
| Book Value | $5,777,776 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,663,547 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,417,952 | DepreciationAmt |
| Book Value | $25,245,595 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,623,923 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,540,558 | DepreciationAmt |
| Book Value | $1,083,365 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,280,686 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,598,073 | DepreciationAmt |
| Book Value | $2,682,613 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,329,637 | OtherCostOrOtherBasisAmt |
| Depreciation | $963,214 | DepreciationAmt |
| Book Value | $3,366,423 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $38,155,772 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OPERATING RIGHT-OF-USE ASSETS | $10,092,331 |
| INTEREST RATE SWAP RECEIVABLE | $594,868 |
| DEPOSITS | $229,106 |
| CHARITABLE GIFT ANNUITY RECEIVABLE | $17,690 |
| DUE FROM CAF OF PPOSBC | $81,435 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $11,015,430 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE LIABILITIES | $10,577,691 |
| CHARITABLE GIFT ANNUITY LIABILITY | $11,381 |
| DUE TO CAF OF PPOSBC | $4,079 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,593,151 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $113,993,100 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,721,429 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $600 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $147,792 | OtherRevenueAmt |
| Revenue Not Reported | $2,869,821 | RevenueNotReportedAmt |
| Revenue Subtotal | $111,123,279 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $114,206 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$106,590 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $7,616 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $111,130,895 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $106,121,092 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $600 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $106,590 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $107,190 | ExpensesNotReportedAmt |
| Expenses Subtotal | $106,013,902 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $114,206 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $114,206 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $106,128,108 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | PLANNED PARENTHOOD HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2024, PLANNED PARENTHOOD DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | GAIN ON INTEREST RATE SWAP VALUATION 147,145. CHANGE IN VALUE OF CHARITABLE GIFT ANNUITY 647. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | GAIN ON SALE OF FIXED ASSETS 14,700. FUNDRAISING EVENT EXPENSES -121,290. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | GAIN ON SALE OF FIXED ASSETS -14,700. FUNDRAISING EVENT EXPENSES 121,290. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL LUNCHEON | Event1Nm |
| Gross Receipts Event1 | $287,730 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $218,229 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $69,501 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $17,691 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $27,063 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $51,810 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $24,726 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $287,730 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $218,229 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $69,501 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $17,691 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $27,063 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $51,810 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $24,726 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $121,290 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$51,789 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| COMMUNITY ACTION FUND OF PPOSBC | ||||||||
| 801 E KATELLA AVE | ANAHEIM | CA | 92805 | 330468988 | 501(C)(4) | $2,163,192 | $0 | EDUCATION AND ADVOCACY |
| PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS INC | ||||||||
| 7155 E 38TH AVENUE | DENVER | CO | 80207 | 840404253 | 501(C)(3) | $350,000 | $0 | SUPPORT FOR HEALTHCARE SERVICES |
| PLANNED PARENTHOOD OF SOUTHWEST OHIO REGION | ||||||||
| 2314 AUBURN AVENUE | CINCINNATI | OH | 45219 | 310536688 | 501(C)(3) | $300,000 | $0 | SUPPORT FOR HEALTHCARE SERVICES |
| PLANNED PARENTHOOD OF ILLINOIS | ||||||||
| 17 N STATE STREET 500 | CHICAGO | IL | 60602 | 362170901 | 501(C)(3) | $200,000 | $0 | SUPPORT FOR HEALTHCARE SERVICES |
| PLANNED PARENTHOOD SOUTH ATLANTIC INC | ||||||||
| 100 SOUTH BOYLAN AVENUE | RALEIGH | NC | 27603 | 561282557 | 501(C)(3) | $150,000 | $0 | SUPPORT FOR HEALTHCARE SERVICES |
| UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION | ||||||||
| 111 THEORY 200 | IRVINE | CA | 92617 | 952540117 | 501(C)(3) | $10,000 | $0 | TO SUPPORT EDUCATIONAL MISSION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | INVOICES SUBMITTED TO PPOSBC EACH MONTH ARE PRODUCED FROM EXPENDITURES RECORDED WITHIN OUR FINANCIAL ACCOUNTING SYSTEM, WHICH HAS BUILT-IN INTERNAL CONTROLS IN PLACE. ADDITIONALLY, OUR INVOICES ARE SIGNED-OFF BY OUR CEO BEFORE BEING PROCESSED. PERIODIC REPORTS ARE ALSO SENT TO PPOSBC, AND FOR MOST GRANTS A FINANCIAL AUDIT AND PROGRAM EVALUATION (QA) IS PERFORMED EVERY 2 YEARS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JON DUNN | ||||||||||||||
| PRESIDENT/CHIEF EXECUTIVE OFFICER | $660,964 | $0 | $0 | $0 | $6,858 | $0 | $25,900 | $0 | $19,091 | $0 | $712,813 | $0 | $0 | $0 |
| JANET JACOBSON | ||||||||||||||
| MED DIR, SR. VP OF CLINICAL SERVICES | $463,962 | $0 | $1,200 | $0 | $2,322 | $0 | $25,900 | $0 | $10,177 | $0 | $503,561 | $0 | $0 | $0 |
| KRISTA HOLLINGER | ||||||||||||||
| CHIEF OPERATIONS OFFICER | $417,146 | $0 | $1,200 | $0 | $2,010 | $0 | $25,825 | $0 | $11,332 | $0 | $457,513 | $0 | $0 | $0 |
| SHANNON CONNOLLY | ||||||||||||||
| ASSOCIATE MEDICAL DIRECTOR | $382,099 | $0 | $1,200 | $0 | $540 | $0 | $25,900 | $0 | $6,477 | $0 | $416,216 | $0 | $0 | $0 |
| SHAYNE POULIN | ||||||||||||||
| PHYSICIAN | $345,319 | $0 | $6,300 | $0 | $486 | $0 | $25,900 | $0 | $23,194 | $0 | $401,199 | $0 | $0 | $0 |
| SRINIVASA YARRAMSETTI | ||||||||||||||
| SR. VP OF INFORMATION TECHNOLOGY | $343,366 | $0 | $1,200 | $0 | $3,522 | $0 | $25,900 | $0 | $18,169 | $0 | $392,157 | $0 | $0 | $0 |
| RAMONA THOMAS | ||||||||||||||
| GENERAL COUNSEL, VP OF COMPL/RISK | $347,811 | $0 | $1,200 | $0 | $1,740 | $0 | $20,909 | $0 | $9,018 | $0 | $380,678 | $0 | $0 | $0 |
| DEBORAH GLUPCZYNSKI | ||||||||||||||
| PHYSICIAN | $347,603 | $0 | $1,200 | $0 | $1,242 | $0 | $13,825 | $0 | $6,477 | $0 | $370,347 | $0 | $0 | $0 |
| JESSICA CHINEN | ||||||||||||||
| VICE PRESIDENT OF FINANCE | $297,848 | $0 | $1,200 | $0 | $810 | $0 | $24,485 | $0 | $17,925 | $0 | $342,268 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION SPONSORS A NON-QUALIFIED 457(F) RETIREMENT PLAN FOR THE BENEFIT OF THE PRESIDENT & CEO. DURING THE 2023 CALENDAR YEAR, THERE WERE NO EMPLOYER CONTRIBUTIONS TO THE 457(F) RETIREMENT PLAN, NOR WERE ANY AMOUNTS REPORTED AS TAXABLE COMPENSATION DUE TO VESTING OF THE 457(F) RETIREMENT PLAN. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $26,123 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | USB THUMB DRIVES | Desc |
| Contribution | 600 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED (DEFINED AS EACH SEPARATE GIFT) ON SCHEDULE M, PART I, COLUMN (B) FOR "SECURITIES - PUBLCLY TRADED". FOR "USB THUMB DRIVES", THE ORGANIZATION IS REPORTING THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX ACCOUNTANT IN CONJUNCTION WITH THE ORGANIZATION'S ACCOUNTING AND FINANCE STAFF. THE FORM 990 IS THEN REVIEWED BY THE ORGANIZATION'S EXECUTIVE MANAGEMENT; ADJUSTMENTS ARE MADE, AS NECESSARY. A COMPLETE COPY OF THE FORM 990 IS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF DIRECTORS VIA WEB PORTAL FOR THEIR REVIEW PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | PPOSBC REQUIRES ALL EMPLOYEES TO DISCLOSE ACTUAL AND POTENTIAL CONFLICTS OF INTERESTS UPON HIRE BY SIGNING A DISCLOSURE FORM, AND ON ONGOING BASIS THROUGHOUT THEIR EMPLOYMENT. PPOSBC ALSO REQUIRES ALL MEMBERS OF ITS BOARD OF DIRECTORS TO DISCLOSE ACTUAL AND POTENTIAL CONFLICTS OF INTERESTS ANNUALLY BY SIGNING A DISCLOSURE FORM, AND ON AN ONGOING BASIS. PPOSBC HAS CONFLICTS OF INTEREST POLICIES SPECIFIC TO STAFF AND BOARD MEMBERS THAT SET FORTH PROCEDURES FOR SELF-REPORTING AND THIRD-PARTY REPORTING OF ACTUAL AND POTENTIAL CONFLICTS OF INTEREST. THE POLICIES ALSO INCLUDE PROCESSES FOR EVALUATING SUCH CONFLICTS WHICH, FOR BOARD MEMBERS, INCLUDES A BOARD VOTE ON THE TRANSACTION. RESTRICTIONS IMPOSED VARY DEPENDING ON THE NATURE OF THE CONFLICT AND FACTUAL CIRCUMSTANCES, AND INCLUDE PROHIBITION FROM PARTICIPATING IN THE TRANSACTION AT ISSUE, TERMINATION OF/FOREGOING THE TRANSACTION, RESIGNATION OF THE BOARD OR STAFF MEMBER, OR SUCH OTHER ACTIONS AS MAY BE NECESSARY TO ENSURE COMPLIANCE WITH THE APPLICABLE CONFLICTS OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | PRESIDENT/CEO: THE COMPENSATION COMMITTEE REVIEWS THE PRESIDENT/CEO'S COMPENSATION ANNUALLY ALONG WITH PERFORMING A SALARY SURVEY THROUGH AN INDEPENDENT CONSULTANT. THE FINAL COMPENSATION IS RECOMMENDED TO THE BOARD OF DIRECTORS FOR APPROVAL AND ANY DETERMINATIONS ARE CONTEMPORANEOUSLY DOCUMENTED. OTHER OFFICERS/KEY EMPLOYEES: THE HUMAN RESOURCES DEPARTMENT ACCUMULATED COMPARABILITY DATA FROM OTHER AFFILIATES AND THE PRIVATE SECTOR, BASED-ON JOB DESCRIPTIONS. COMPENSATION IS THEN DETERMINED BY INDEPENDENT MEMBERS OF THE EXECUTIVE MANAGEMENT TEAM. |
| 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: | GAIN ON INTEREST RATE SWAP VALUATION 147,145. CHANGE IN VALUE OF CHARITABLE GIFT ANNUITY 647. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| COMMUNITY ACTION FUND OF PPOSBC | |||||||||
| 801 E KATELLA AVE | ANAHEIM | CA | 92805 | 330468988 | EDUCATION AND ADVOCACY | CA | 501(C)(4) | PPOSBC | Yes (1) |
| PPOSBC ACTION FUND | |||||||||
| 801 E KATELLA AVE | ANAHEIM | CA | 92805 | 710996360 | POLITICAL ACTIVITY | CA | 527 | CAFPPOSB | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| COMMUNITY ACTION FUND OF PPOSBC | ||
| B | $2,163,192 | BOOK VALUE / FMV |
| COMMUNITY ACTION FUND OF PPOSBC | ||
| O | $128,702 | BOOK VALUE / FMV |
| COMMUNITY ACTION FUND OF PPOSBC | ||
| P | $896,628 | BOOK VALUE / FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART II: | FormAndLineReferenceDesc |
| Explanation | THE LEGAL NAMES OF THE ORGANIZATIONS APPEARING ON SCHEDULE R, PART II (WHICH ARE TRUNCATED SO IT FITS ON THE FORM ITSELF) ARE "COMMUNITY ACTION FUND OF PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES AND "PLANNED PARENTHOOD ORANGE & SAN BERNARDINO COUNTIES ACTION FUND". | ExplanationTxt |
Comments