2017-12-01T16:37:38-06:00 2017-06-30 954557617 Harrington Group CPAs LLP 234 East Colorado Blvd Suite M150 Pasadena CA 91101 990 2016-07-01 956152773 Planned ParenthoodOrange & San Bernardino Counties Inc PLAN 7146336373 700 South Tustin Street Orange CA 92866 Jon Dunn President/CEO 7149224117 2017-12-01 1 Tonetta L Conner CPA P01775198 6264036801 64.88.174.3 2017-12-01 14:37:22 PS P 5E9D1F6D1576D2B1B228F823467212CC3E7CEE57 A6B7B75B93D837B8086B5100D5D53DBFE53C6DD5 2016 2017-02-10 21:41:12Z Jon Dunn 700 South Tustin Street Orange CA 92866 52690118 0 X www.PlannedParenthoodOSBC.org X 1965 CA Provide leadership, education, and health services in the area of family planning. 14 14 456 0 0 0 6583098 8128735 42072206 43020693 135948 143751 131294 258819 48922546 51551998 0 0 0 0 26519681 28116015 0 0 567759 20561357 22243133 47081038 50359148 1841508 1192850 36079720 41676439 5714983 5880667 30364737 35795772 X Planned Parenthood/Orange and San Bernardino Counties (referred to as PPOSBC) provides confidential, affordable, high quality reproductive health care. We fight for the fundamental right of individuals to determine their own destiny. We provide comprehensive, honest sex education and health information, which enable 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 37457989 43016889 Clinical - Provides reproductive health care and opened up a new health center in San Bernardino County and had over 189,000 patient visits in the current year. 2901695 The Planned Parenthood Women Infants and Children (WIC) program provides a valuable resource to the community with supplemental food, breastfeeding support, and nutrition education. WIC focused on retention, staff wellness, and excellent client service in 2016-2017, going the extra mile to show families they care with various activities and events throughout the year. Breastfeeding Support groups have increased in number and often host guest speakers from the community to teach parents about baby wearing, child development, mental health, and child support services. The program provided 17,088 nutrition education sessions, 10,430 breastfeeding counseling support session and had 143,737 total sessions. 1228093 3804 Community Education and Outreach provides education and trainings about sexual and reproductive health, including information on family planning and sexually transmitted infections. The programs responded to over 25,000 inquires via calls/chats/texts, certified 352 Peers, hosted 1 Youth Empowered & 1 College Summit for young women and men and overall reached over 70,000 total clients. 868626 Public Affairs - Planned Parenthood Orange/San Bernardino Countiesworks to support and defend public policies that protect women's healthand reproductive rights and access to care. 868626 42456403 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 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 63 0 1 456 1 0 0 0 0 0 1 1 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X PPOSBC - Jessica Chinen 7146336373 700 S Tustin Street Orange CA 92866 Jane Egly Chair 1.00 X X 0 0 0 William M Weinberg Secretary 1.00 X X 0 0 0 Susan Pickle Treasurer 1.00 X X 0 0 0 Afsaneh Alisobhani Board Member 1.00 X 0 0 0 Tara O Balfour Board Member 1.00 X 0 0 0 Rabbi Hillel Cohn Board Member 1.00 X 0 0 0 Michele Goodwin 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 Debi D Lambert Board Member 1.00 X 0 0 0 Beverly Sanone MD Board Member 1.00 X 0 0 0 Kathy Vrabeck Board Member 1.00 X 0 0 0 Nancy Ruth White Board Member 1.00 X 0 0 0 Jene Witte Board Member 1.00 X 0 0 0 Jon Dunn President/CEO 40.00 X 384157 0 35046 Charles Ferrand VP of Finance 40.00 X 207716 0 21697 Jennefer Russo Medical Director 40.00 X 308744 0 30189 Betha Schnelle COO 40.00 X 220783 0 26610 Emma Hiscocks Physician 40.00 X 198156 0 20394 Janet Jacobson Director of Surgical Services 40.00 X 228831 0 23499 Shannon Connolly Dir. of Primary Care Services 40.00 X 219359 0 22239 Gita Kalantari Physician 40.00 X 208597 0 11018 Ruchi Sukhija VP of Information Tech. 40.00 X 191723 0 25364 2168066 0 216056 56 0 1 0 Coastal Pacific Construction 23121 LaCadena Ste C Laguna Hills CA 92653 Remodeling 2009742 Open Hand Media 235 E Broadway 320 Long Beach CA 90802 Advertising 269831 2 117164 4366429 3645142 250020 8128735 Patient service revenue 900099 43016889 43016889 Training revenue 900099 3804 3804 43020693 160727 160727 21516 0 21516 21516 21516 1026244 1043220 -16976 -16976 -16976 94900 117164 94900 0 Miscellaneous income 900099 237303 237303 237303 51551998 43020693 0 402570 1295900 617904 677996 21856067 18287863 3238279 329925 1197535 1029079 149534 18922 1954342 1644230 280695 29417 1812171 1515097 270248 26826 36500 36500 1834912 1323281 435217 76414 345647 345647 351836 261309 84924 5603 2568017 2231420 304666 31931 171477 119067 49287 3123 1376799 893513 483286 463779 458868 4911 Medical supplies 12219597 12219597 Other operating expense 1656153 1098564 549923 7666 Expendable furniture/eq 752054 362166 369257 20631 Communications & mailin 459757 390296 52160 17301 6605 4149 2456 50359148 42456403 7334986 567759 7562576 8432615 3745438 3583665 335000 663928 3935794 6254312 1086267 1243730 322624 522782 24027164 10703538 12143562 13323626 6454400 7159112 250000 250000 244059 242669 36079720 41676439 2822453 3105131 2815696 2703215 76834 72321 5714983 5880667 X 29971471 35076682 393266 719090 30364737 35795772 36079720 41676439 1192850 608253 3629932 0 X 0 1 X 1 1 1 X 6944912 6654975 6965108 6583098 8128735 35276828 31543370 39481614 40221982 42072206 43901947 197221119 38488282 46136589 47187090 48655304 52030682 232497947 0 0 0 232497947 150635 163804 21746 155134 182243 673562 150635 163804 21746 155134 182243 673562 30276 216412 49900 112108 237303 645999 38669193 46516805 47258736 48922546 52450228 233817508 0.99440 0.99510 0.00290 0.00290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 719728 719728 14525682 4444974 10080708 3525898 2048370 1477528 3544211 2873489 670722 1711645 1336705 374940 13323626 Annuity Obligations 72321 72321 X 52873945 608253 618794 94900 1321947 51551998 0 51551998 51072842 618794 94900 713694 50359148 0 50359148 Part X, Line 2: Planned Parenthood is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by Planned Parenthood in their federal and state exempt organization tax returns are more likely than not to be sustained upon examination. Planned Parenthood's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed. Part XI, Line 2d - Other Adjustments: Special event expense 94,900. Part XII, Line 2d - Other Adjustments: Special event expense 94,900. Annual Luncheon 212064 117164 94900 94900 212064 117164 94900 94900 94900 0 1 X X X 0 0 0 0 0 0 0 0 0 Jon Dunn President/CEO 384157 0 0 0 0 0 24500 0 10546 0 419203 0 0 0 Charles Ferrand VP of Finance 207716 0 0 0 0 0 16589 0 5108 0 229413 0 0 0 Jennefer Russo Medical Director 308744 0 0 0 0 0 22087 0 8102 0 338933 0 0 0 Betha Schnelle COO 220783 0 0 0 0 0 17521 0 9089 0 247393 0 0 0 Emma Hiscocks Physician 198156 0 0 0 0 0 14812 0 5582 0 218550 0 0 0 Janet Jacobson Director of Surgical Services 228831 0 0 0 0 0 18178 0 5321 0 252330 0 0 0 Shannon Connolly Dir. of Primary Care Services 219359 0 0 0 0 0 17281 0 4958 0 241598 0 0 0 Gita Kalantari Physician 208597 0 0 0 0 0 503 0 10515 0 219615 0 0 0 Ruchi Sukhija VP of Information Tech. 191723 0 0 0 0 0 14796 0 10568 0 217087 0 0 0 X 1 250020 FMV 0 1 0 Part I, Column (b): The number of contributions is based on the number of donors. 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 & Risk Management Department. A conflict of interest policy is signed annually. Form 990, Part VI, Section B, line 15 CEO The Board of Directors determines the CEO's Compensation Package. A compensation survey is presented to the board to approve the CEO's salary. 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. Community Action Fund of PPOSB 700 S Tustin Street Orange CA 92866 330468988 Lobbying for reproductive health and rights CA 501(c)(4) N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 Community Action Fund PPOSBC B 449377 FMV Community Action Fund PPOSBC Q 111891 FMV Schedule R, Part V, related organization information NOTE: The full name of related organization, Community Action Fund of Planned Parenthood Orange and San Bernardino Counties. Schedule R, Part V, line 2 Transactions reported in lines 1l, 1n, and 1o are included in the amounts reported on Part V, line 2, but do not meet the reporting threshold to be listed separately.