2021-11-11T13:12:06-06:00 2021-06-30 946214841 ARMANINO LLP 11766 WILSHIRE BLVD 9TH FLOOR LOS ANGELES CA 90025 990 2020-07-01 956152773 PLANNED PARENTHOODORANGE AND SAN BERNARDINO COUNTIES INC PLAN 7146336373 801 E KATELLA AVE ANAHEIM CA 92805 JON DUNN PRESIDENT/CEO 7146336373 2021-11-04 1 JON DUNN 999009999 MATTHEW PETROSKI P00853132 3104784148 2021-11-04 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MELODY HEALTH JON DUNN 801 E KATELLA AVE ANAHEIM CA 92805 88487935 0 X WWW.PLANNEDPARENTHOODOSBC.ORG X 1965 CA PROVIDE LEADERSHIP, EDUCATION, AND HEALTH SERVICES IN THE AREA OF WOMEN'S HEALTH SERVICES. 20 20 552 31 0 0 6278426 6573863 78543377 80994838 408100 329587 501738 575346 85731641 88473634 1107500 628203 0 0 40397186 42729513 0 0 412605 27614332 30989466 69119018 74347182 16612623 14126452 77399528 96045084 9979426 12400306 67420102 83644778 X PLANNED PARENTHOOD OF ORANGE AND SAN BERNARDINO COUNTIES PROVIDES CONFIDENTIAL, AFFORDABLE, HIGH-QUALITY HEALTH CARE. WE PROTECT AND PROMOTE THE FUNDAMENTAL RIGHT OF ALL INDIVIDUALS TO MAKE THEIR OWN PERSONAL HEALTH DECISIONS. WE PROVIDE COMPREHENSIVE HEALTH EDUCATION AND INFORMATION, WHICH ENABLES INDIVIDUALS TO MAKE RESPONSIBLE AND INFORMED CHOICES. WE BELIEVE THAT RESPECT AND VALUE FOR DIVERSITY IN ALL ASPECTS OF OUR WORK ARE ESSENTIAL TO OUR ACHIEVING THIS MISSION. 0 0 56862425 628203 80994838 PLANNED PARENTHOOD IS ONE OF THE NATION'S LEADING PROVIDERS OF HIGH-QUALITY, AFFORDABLE HEALTH CARE, AND THE NATION'S 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 208,000. 2791003 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 117,300 NUTRITION EDUCATION, BREASTFEEDING AND FOOD ASSISTANCE SESSIONS. 1452353 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. 61105781 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 58 0 1 552 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JESSICA CHINEN 7146336373 801 E KATELLA AVE ANAHEIM CA 92805 AFSANEH ALISOBHANI CHAIR 1.00 X 0 0 0 MICHELE GOODWIN SECRETARY 1.00 X 0 0 0 TARA BALFOUR TREASURER 1.00 X 0 0 0 BOB BRAUN BOARD MEMBER 1.00 X 0 0 0 RABBI HILLEL COHN BOARD MEMBER 1.00 X 0 0 0 JANE EGLY BOARD MEMBER 1.00 X 0 0 0 BRADLEY GILBERT MD BOARD MEMBER 1.00 X 0 0 0 JANE HANAUER BOARD MEMBER 1.00 X 0 0 0 NANCY KRIZ BOARD MEMBER 1.00 X 0 0 0 DIANNE LANDEROS BOARD MEMBER 1.00 X 0 0 0 LENA NGUYEN MD BOARD MEMBER 1.00 X 0 0 0 PATRICIA O'BRIEN BOARD MEMBER 1.00 X 0 0 0 SUSAN PICKLE BOARD MEMBER 1.00 X 0 0 0 ROBBIE PREPAS BOARD MEMBER 1.00 X 0 0 0 THOMAS RUIZ MD BOARD MEMBER 1.00 X 0 0 0 KRISTY SANTIMYER-MELITA BOARD MEMBER 1.00 X 0 0 0 NANCY RUTH WHITE BOARD MEMBER 1.00 X 0 0 0 ANDY THORBURN BOARD MEMBER 1.00 X 0 0 0 DEBORAH WING MD BOARD MEMBER 1.00 X 0 0 0 BILL WOOD BOARD MEMBER 1.00 X 0 0 0 JON DUNN PRESIDENT/CEO 40.00 X 503968 0 66758 JESSICA CHINEN VP FINANCE 40.00 X 229913 0 45922 BETHA SCHNELLE COO 40.00 X 377639 0 47200 JANET JACOBSON MD AND VP OF CLINICAL SEV 40.00 X 355732 0 47174 GITA KALANTARI PHYSICIAN 40.00 X 283954 0 53971 KERESHMEH AYAZI GENERAL COUNSEL 40.00 X 291237 0 28200 MAHZEDEH NOURIZADEH NURSE PRACTITIONER 40.00 X 289252 0 23021 SHANNON CONNOLLY ASSOCIATE MEDICAL DIRECTOR 40.00 X 282046 0 33361 SHAYNE POULIN PHYSICIAN 40.00 X 265957 0 41910 2879698 0 387517 93 0 1 0 COASTAL PACIFIC CONSTRUCTION INC 28 EDELMAN IRVINE CA 92618 CONSTRUCTION 1236159 ELITE PROTECTIVE & INVESTIGATIVE SERVICE PO BOX 3889 COSTA MESA CA 92626 SECURITY SERVICES 647605 OPEN HAND MEDIA 265 TERMINO AVE LONGE BEACH CA 90803 MARKETING MATERIALS 603205 C&R CLEANING CO 15742 CALIFORNIA ST TUSTIN CA 92780 JANITORIAL SERVICES 195355 ALL PRO BUILDING MAINTENCE INC 12523 LIMONITE AVE JURUPA VALLEY CA 91752 BUILDING MAINTENCE 154608 7 178920 4721088 1673855 108771 6573863 NET PATIENT SERVICES 621400 80994563 80994563 TRAINING REVENUE 621400 275 275 80994838 332417 332417 24216 0 24216 24216 24216 1500 4330 0 -4330 1500 -2830 -2830 0 178920 9971 -9971 -9971 OTHER INCOME 900099 220014 220014 RESOURCE SHARING REVEN 900099 213587 213587 EHR INCENTIVE PROGRAM 900099 127500 127500 561101 88473634 80994838 0 904933 628203 628203 1730022 560321 1169701 29932303 24159814 5472447 300042 1859251 1684862 155123 19266 7209019 6413511 775048 20460 1998918 1779037 199892 19989 56391 56391 126167 46167 80000 82153 82153 3417391 2071360 1345833 198 800614 668948 121685 9981 427993 323556 103975 462 3862461 2873574 964271 24616 67573 37548 29937 88 673732 673732 2754204 1732343 1021861 605708 595855 9853 MEDICAL SUPPLIES 13227105 13227105 BAD DEBT EXPENSE 2451586 2451586 MISCELLANEOUS 1271046 699175 561208 10663 FURNITURE & EQUIPMENT 1165342 479084 679418 6840 74347182 61105781 12828796 412605 5151597 21778058 7889930 16840463 1092291 1375229 26136241 14558967 1699926 1284079 665326 859194 35331059 14479206 20807289 20851853 11828556 15191992 1841843 3103227 286529 202022 77399528 96045084 6082818 6752965 0 1488288 1489860 1334874 2406748 2824179 9979426 12400306 X 67305653 83611965 114449 32813 67420102 83644778 77399528 96045084 X 14126452 3322180 -1223956 0 X X 0 1 X 1 1 1 X 8128735 6735288 8203548 6278426 6573863 35919860 43901947 56427406 60641596 77319421 80994838 319285208 52030682 63162694 68845144 83597847 87568701 355205068 0 0 0 355205068 182243 292661 276829 503149 356633 1611515 182243 292661 276829 503149 356633 1611515 237303 745002 484033 700940 740021 2907299 52450228 64200357 69606006 84801936 88665355 359723882 0.98740 0.98850 0.00450 0.00440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 719728 719728 14718074 6527630 8190444 12134648 3947562 8187086 5508561 3493048 2015513 2250048 510966 1739082 20851853 DEFERRED RENT 2694841 ANNUITY OBLIGATIONS 7521 OTHER LIABILITIES 121817 2824179 X 91724032 3322180 400 9971 3332551 88391481 82153 82153 88473634 74275400 400 9971 10371 74265029 82153 82153 74347182 PART X, LINE 2: PLANNED PARENTHOOD IS EXEMPT FROM THE FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR CALIFORNIA STATUTE. ACCORDINGLY, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES HAS BEEN RECORDED. PLANNED PARENTHOOD'S INFORMATIONAL RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE CALIFORNIA FRANCHISE TAX BOARD, GENERALLY FOR THREE YEARS AND FOUR YEARS, RESPECTIVELY AFTER THEY ARE FILED. PLANNED PARENTHOOD HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2021 PLANNED PARENTHOOD DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PLANNED PARENTHOOD FILES U.S. FEDERAL, AND U.S. STATE RETURNS AS APPLICABLE. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 9,971. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 9,971. ANNUAL LUNCHEON 178920 178920 9971 178920 178920 9971 9971 -9971 1 PPFA - PLANNED PARENTHOOD FEDERATION OF AMERICA 123 WILLIAM STREET 10TH FL NEW YORK NY 10038 131644147 501(C)(3) 25000 SUPPORT OTHER PLANNED PARENTHOOD'S IN THE NATION FOR GENERAL OPERATIONS. PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA 671 VANDALIA STREET ST PAUL MN 55114 410948382 501(C)(3) 250000 SUPPORT OTHER PLANNED PARENTHOOD'S IN THE NATION FOR GENERAL OPERATIONS. AFFILIATE CHIEF EXECUTIVES COUNCIL INC PO BOX 180644 DELAFIELD WI 53018 311319168 501(C)(3) 353203 SUPPORT OTHER PLANNED PARENTHOOD'S IN THE NATION FOR GENERAL OPERATIONS. 2 1 PART I, LINE 2: INVOICES SUBMITTED TO THE WIC GRANT FUNDER 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 GOING TO THE FUNDER FOR PROCESSING. PERIODIC REPORTS ARE ALSO SENT TO THE FUNDER ON WIC PARTICIPANTS AND A FINANCIAL AUDIT IS PERFORMED BY THE FUNDER EVERY 2 YEARS AND A WIC PROGRAM EVALUATION (QA) OCCURS EVERY 2 YEARS. FOR OUR OTHER GRANTS SUCH AS CA PREP FEDERAL AND I&E STATE GRANT, INVOICES SUBMITTED TO THE GRANT FUNDER EACH MONTH ARE PRODUCED FROM EXPENDITURES RECORDED WITHIN OUR FINANCIAL ACCOUNTING SYSTEM WHICH HAS BUILT-IN INTERNAL CONTROLS IN PLACE. THE INVOICES ARE SIGNED OFF BY OUR CEO BEFORE GOING TO THE FUNDER FOR PROCESSING. X X X 0 1 0 0 0 0 0 0 0 JON DUNN PRESIDENT/CEO 501652 0 0 0 2316 0 44272 0 22486 0 570726 0 0 0 BETHA SCHNELLE COO 377279 0 0 0 360 0 23719 0 23481 0 424839 0 0 0 JANET JACOBSON MD AND VP OF CLINICAL SEV 338106 0 17074 0 552 0 23110 0 24064 0 402906 0 0 0 GITA KALANTARI PHYSICIAN 283402 0 0 0 552 0 23114 0 30857 0 337925 0 0 0 KERESHMEH AYAZI GENERAL COUNSEL 290877 0 0 0 360 0 21142 0 7058 0 319437 0 0 0 SHANNON CONNOLLY ASSOCIATE MEDICAL DIRECTOR 281830 0 0 0 216 0 22316 0 11045 0 315407 0 0 0 MAHZEDEH NOURIZADEH NURSE PRACTITIONER 281229 0 7239 0 784 0 21168 0 1853 0 312273 0 0 0 SHAYNE POULIN PHYSICIAN 265651 0 90 0 216 0 17456 0 24454 0 307867 0 0 0 JESSICA CHINEN VP FINANCE 229697 0 0 0 216 0 18749 0 27173 0 275835 0 0 0 PART I, LINE 4B THE CEO ACCRUED $19,500 IN A SECTION 457F PLAN. X 3 31462 FMV X 1 77309 FMV 0 0 1 0 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS MADE, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY EXECUTIVE MANAGEMENT PRIOR TO SUBMISSION TO THE IRS. DRAFT COPIES ARE MADE AVAILABLE TO ALL BOARD MEMBERS ELECTRONICALLY VIA A WEB PORTAL FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. REQUIRES ALL EMPLOYEES TO DISCLOSE CONFLICTS OF INTEREST AND POTENTIAL CONFLICTS UPON HIRE BY SIGNING A DISCLOSURE FORM, AND ON AN ONGOING BASIS THROUGHOUT THEIR EMPLOYMENT. PPOSBC ALSO REQUIRES ALL MEMBERS OF ITS BOARD OF DIRECTORS TO DISCLOSE CONFLICTS AND POTENTIAL CONFLICTS 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 CEO: COMPENSATION COMMITTEE REVIEWS THE CEO'S COMPENSATION ANNUALLY ALONG WITH PERFORMING AN 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: HR ACCUMULATES COMPARABILITY DATA FROM OTHER AFFILIATES AND THE PRIVATE SECTOR BASED ON JOB DESCRIPTIONS. 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 XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART XI, LINE 4: DURING THE YEAR ENDING JUNE 30, 2021, PLANNED PARENTHOOD IDENTIFIED THAT THE PATIENT ACCOUNTS RECEIVABLE COLLECTION ANALYSIS PERFORMED FOR THE JUNE 30, 2020 YEAR-END WAS MISSING CERTAIN ACCOUNTS RECEIVABLE OVERPAYMENTS AND CONTRACTUAL ALLOWANCE ADJUSTMENTS. THIS ERROR CAUSED THE JUNE 30, 2020 PATIENT ACCOUNTS RECEIVABLE, NET AND THE PATIENT SERVICE REVENUE, NET BALANCES TO BE OVERSTATED BY $1,223,956. COMMUNITY ACTION FUND OF THE PLANNED PARENTHOOD ORANGE & SAN BERNARDINO COU 801 E KATELLA AVE ANAHEIM CA 92805 330468988 EDUCATION AND ADVOCACY CA 501(C)(4) 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0