2020-10-29T18:27:28-05:00 2020-06-30 946214841 ARMANINO LLP 11766 WILSHIRE BLVD 9TH FLOOR LOS ANGELES CA 90025 990 2019-07-01 956152773 PLANNED PARENTHOODORANGE AND SAN BERNARDINO COUNTIES INC PLAN 7146336373 801 E KATELLA AVE ANAHEIM CA 92805 JON DUNN PRESIDENT/CEO 7146336373 2020-10-29 1 MATTHEW PETROSKI P00853132 3104784148 2020-10-29 34.99.94.49 2020-10-29 16:56:57 CD P 158FF70DF25114E3FF0EDC805E04C828D646B001 F5FB8C0FDA240AA2D0EC4EBDAD9DEA85C7008270 2019 2021-01-29 14:40:06Z X MELODY HEALTH JON DUNN 801 E KATELLA AVE ANAHEIM CA 92805 86025892 0 X WWW.PLANNEDPARENTHOODOSBC.ORG X 1965 CA PROVIDE LEADERSHIP, EDUCATION, AND HEALTH SERVICES IN THE AREA OF WOMEN'S HEALTH SERVICES. 17 17 538 31 0 0 8203548 6278426 60641596 78543377 262315 408100 508775 501738 69616234 85731641 765000 1107500 0 0 36719223 40397186 0 0 354635 25868781 27614332 63353004 69119018 6263230 16612623 56455396 77399528 6074305 9979426 50381091 67420102 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 52795442 1107500 78543377 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 211,000. 2950105 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 2019-2020 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 120,000 NUTRITION EDUCATION, BREASTFEEDING AND FOOD ASSISTANCE SESSIONS. 1458892 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. 57204439 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 67 0 1 538 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 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 JANE EGLY BOARD MEMBER 1.00 X 0 0 0 DEBI D LAMBERT BOARD MEMBER 1.00 X 0 0 0 BOB BRAUN BOARD MEMBER 1.00 X 0 0 0 JENE WITTE BOARD MEMBER 1.00 X 0 0 0 BEVERLY SANSONE MD BOARD MEMBER 1.00 X 0 0 0 THOMAS RUIZ MD BOARD MEMBER 1.00 X 0 0 0 DIANNE LANDEROS BOARD MEMBER 1.00 X 0 0 0 KRISTY SANTIMYER-MELITA BOARD MEMBER 1.00 X 0 0 0 LENA NGUYEN MD BOARD MEMBER 1.00 X 0 0 0 NANCY RUTH WHITE BOARD MEMBER 1.00 X 0 0 0 PATRICIA O'BRIEN BOARD MEMBER 1.00 X 0 0 0 DEBORAH WING MD BOARD MEMBER 1.00 X 0 0 0 ROBBIE PREPAS 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 443110 0 53848 JESSICA CHINEN VP FINANCE 40.00 X 164406 0 28005 BETHA SCHNELLE COO 40.00 X 322962 0 35934 JENNEFER RUSSO - LEFT 942019 MD AND VP OF CLINICAL SEV 40.00 X 242974 0 23532 JANET JACOBSON MD AND VP OF CLINICAL SEV 40.00 X 274659 0 28706 GITA KALANTARI PHYSICIAN 40.00 X 241290 0 33533 SHANNON CONNOLLY ASSOCIATE MEDICAL DIRECTOR 40.00 X 236959 0 27219 SHAYNE POULIN PHYSICIAN 40.00 X 230907 0 28352 KERESHMEH AYAZI GENERAL COUNSEL 40.00 X 221700 0 23227 EMMA HISCOCKS PHYSICIAN 40.00 X 195067 0 25136 2574034 0 307492 89 0 1 0 COASTAL PACIFIC CONSTRUCTION INC 28 EDELMAN IRVINE CA 92618 CONSTRUCTION 5924984 OPEN HAND MEDIA 265 TERMINO AVE LONGE BEACH CA 90803 MARKETING MATERIALS 614871 KALEIDO HEALTH SOLUTIONS 2810 N CHURCH ST 19204 WILMINGTON DE 19802 PP DIRECT MANAGEMENT 339887 KORN FERRY (US) NW 5854 PO BOX 1450 MINNEAPOLIS MN 55485 RECRUITMENT AND COMPENSATION REVIEW 231610 ELITE RISK MANAGEMENT PO BOX 3889 COSTA MESA CA 92626 SECURITY SERVICES 209210 14 3798303 2480123 616609 6278426 PATIENT SERVICE REVENU 621400 78542592 78542592 TRAINING REVENUE 621400 785 785 78543377 481554 481554 21595 0 21595 21595 21595 33342 40112 -33342 -40112 -73454 -73454 387974 220797 167177 167177 OTHER INCOME 900099 312966 312966 312966 85731641 78543377 0 909838 1107500 1107500 1812912 727101 1085811 27679885 23231746 4239738 208401 2340165 1958202 364482 17481 6184007 5094335 1040169 49503 2380217 1939763 423535 16919 143804 143804 46500 46500 71458 71458 2957111 1711542 1240831 4738 657525 541858 107060 8607 412089 322409 89456 224 3474707 2863701 580833 30173 161705 75092 86425 188 611746 611746 2400903 1853570 547333 572031 559995 12036 MEDICAL SUPPLIES 13417899 13417270 629 MISCELLANEOUS 1674807 774392 892073 8342 FURNITURE & EQUIPMENT 1012047 414217 587771 10059 69119018 57204439 11559944 354635 9355415 5151597 10047011 7889930 86006 1092291 7156676 26136241 1327042 1699926 557427 665326 32929835 12122546 15067481 20807289 12180227 11828556 250000 1841843 428111 286529 56455396 77399528 4372761 6082818 1637749 1489860 63795 2406748 6074305 9979426 X 50258919 67305653 122172 114449 50381091 67420102 56455396 77399528 16612623 426388 0 X X 0 1 X 1 0 X 6583098 8128735 6735288 8203548 6278426 35929095 42072206 43901947 56427406 60641596 78543377 281586532 48655304 52030682 63162694 68845144 84821803 317515627 0 0 0 317515627 155134 182243 292661 276829 503149 1410016 155134 182243 292661 276829 503149 1410016 112108 237303 745002 484033 700940 2279386 48922546 52450228 64200357 69606006 86025892 321205029 0.98850 0.99090 0.00440 0.03300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 719728 719728 14589104 5898158 8690946 12003713 2687016 9316697 4323273 2953363 1369910 1294017 584009 710008 20807289 DEFERRED RENT 2346510 ANNUITY OBLIGATIONS 60238 2406748 X 86319096 426388 11728 220797 658913 85660183 71458 71458 85731641 69280085 11728 220797 232525 69047560 71458 71458 69119018 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, 2020, 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 220,797. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 220,797. POPP 201966 201966 35695 15272 22376 ANNUAL LUNCHEON 186008 186008 83389 617 63448 387974 387974 119084 15889 85824 220797 167177 1 AFFILIATE CHIEF EXECUTIVES COUNCIL INC PO BOX 180644 DELAFIELD WI 53018 311319168 501C3 1000000 SUPPORT MAINTENANCE OF AND EXPANSION OF PP DIRECT. PLANNED PARENTHOOD ORANGE AND SAN BERNARDINO COUNTRIES ACTION FUND 555 CAPITOL MALL SUITE 1425 SACRAMENTO CA 95814 710996360 501C4 100000 SUPPORT OF 501(C)(4) EFFORTS 1 1 X X X 0 1 0 0 0 0 0 1 0 JON DUNN PRESIDENT/CEO 411026 0 30500 0 1584 0 40794 0 13054 0 496958 0 0 0 JESSICA CHINEN VP FINANCE 164219 0 0 0 187 0 15752 0 12253 0 192411 0 0 0 BETHA SCHNELLE COO 322602 0 0 0 360 0 23310 0 12624 0 358896 0 0 0 JENNEFER RUSSO - LEFT 942019 MD AND VP OF CLINICAL SEV 242725 0 0 0 249 0 17275 0 6257 0 266506 0 0 0 JANET JACOBSON MD AND VP OF CLINICAL SEV 274107 0 0 0 552 0 20057 0 8649 0 303365 0 0 0 GITA KALANTARI PHYSICIAN 237678 0 3060 0 552 0 21220 0 12313 0 274823 0 0 0 SHANNON CONNOLLY ASSOCIATE MEDICAL DIRECTOR 234714 0 2029 0 216 0 21496 0 5723 0 264178 0 0 0 SHAYNE POULIN PHYSICIAN 229558 0 1150 0 199 0 15728 0 12624 0 259259 0 0 0 KERESHMEH AYAZI GENERAL COUNSEL 221371 0 0 0 329 0 17504 0 5723 0 244927 0 0 0 EMMA HISCOCKS PHYSICIAN 191884 0 3000 0 183 0 17667 0 7469 0 220203 0 0 0 PART I, LINE 4B THE CEO ACCRUED $18,000 IN A SECTION 457F PLAN. PART I, LINE 7 THE CEO RECEIVED A ONE-TIME DISCRETIONARY BONUS. X 1 616609 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 WE HAVE AN ANONYMOUS COMPLIANCE HOTLINE. WE ALSO HAVE A COMPLIANCE, QUALITY AND RISK MANAGEMENT DEPARTMENT. A CONFLICT OF INTEREST POLICY IS SIGNED ANNUALLY BY ALL BOARD MEMBERS. 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. 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