2016-10-27T13:10:15-05:00 2016-06-30 954557617 Harrington Group CPAs LLP 234 East Colorado Blvd Suite M150 Pasadena CA 91101 990 2015-07-01 956152773 Planned ParenthoodOrange & San Bernardino Counties Inc PLAN 7146336373 700 South Tustin Street Orange CA 92866 Jon Dunn President/CEO 7149224117 2016-10-27 1 Sean E Cain CPA P01612986 6264036801 2015 2017-02-10 21:41:12Z Jon Dunn 700 South Tustin Street Orange CA 92866 49078654 0 X www.PlannedParenthoodOSBC.org X 1965 CA Provide leadership, education, and health services in the area of family planning. 18 18 471 18 0 0 6967490 6583098 40221982 42072206 -655590 135948 71646 131294 46605528 48922546 390117 0 0 0 25006864 26519681 0 0 742456 20020088 20561357 45417069 47081038 1188459 1841508 35218737 36079720 6399684 5714983 28819053 30364737 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 34216844 42067671 Clinical - Provides reproductive health care and opened up a new health center in San Bernardino County and had over 171,000 patient visits in the current year. 2775762 WIC - provides food vouchers, nutrition counseling, and health services access to low-income women, infants, and children up to age 5 under the Special Supplemental Nutrition Program. The program provided 18,000+ nutrition education sessions, 13,000 breastfeeding counseling support session and distributed over 189,000 food vouchers. 1201906 4535 Education - conducts seminars,workshops and provides counseling about family planning and sexually transmitted diseases. The program answered over 52,000 calls/chats/texts, certified 177 peers, had 2 Youth Empowered Conferences for young women and men and over all reached over 77,000 clients. 734772 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. 734772 38929284 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 68 0 1 471 1 0 0 0 0 0 1 1 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X PPOSBC - Charles Ferrand 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 Christina Hernandez 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 Dianne Landeros Board Member 1.00 X 0 0 0 Jan Lansing 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 Bill Wood Board Member 1.00 X 0 0 0 Jon Dunn President/CEO 40.00 X 389024 0 30753 Charles Ferrand VP of Finance 40.00 X 213481 0 16007 Jennefer Russo Medical Director 40.00 X 296188 0 28238 Betha Schnelle COO 40.00 X 221451 0 26024 Emma Smith Physician 40.00 X 189344 0 6900 Mahzadeh Nourizadeh Mgr. of Clinical Improveme 40.00 X 184066 0 14113 Janet Jacobson Director of Surgical Servi 40.00 X 222373 0 21867 Shannon Connolly Dir. of Primary Care Servi 40.00 X 203978 0 19635 Ruchi Sukhija VP of Information Technology 40.00 X 175266 0 14296 2095171 0 177833 41 0 1 0 Coastal Pacific Construction 23121 LaCadena Ste C Laguna Hills CA 92653 Remodeling 967337 Apple One 165 W Hospitality Lane 14 San Bernardino CA 92408 Temporary Labor 178150 C&R Cleaning Co PO Box 5280 Orange CA 92867 Janitorial 162565 Open Hand Media 235 E Broadway 320 Long Beach CA 90802 Advertising 153458 Elite Protective & Investigative 9114 Adams Ave Ste 217 Huntington Beach CA 92646 Security 151289 5 54208 4302030 2226860 141377 6583098 Patient service revenue 900099 42067671 42067671 Training revenue 900099 4535 4535 42072206 135948 135948 19186 0 19186 19186 19186 156108 54208 156108 0 Miscellaneous income 900099 112108 112108 112108 48922546 42072206 0 267242 1210989 633549 577440 20865414 17479781 2915954 469679 1056237 1010266 16781 29190 1660021 1105696 517836 36489 1727020 1630409 63809 32802 21270 21270 34400 34400 1178972 441487 672421 65064 246493 890 245603 299539 199248 96759 3532 2533996 2006840 473420 53736 160514 107858 46848 5808 1070230 753465 316765 456212 453935 2277 Medical supplies 10779401 10779284 117 Other operating expense 1949276 1102104 819766 27406 Expendable furniture/eq 843634 313908 526419 3307 Communications & mailin 497232 427162 55843 14227 490188 483402 5570 1216 47081038 38929284 7409298 742456 6310283 7562576 3587206 3745438 189350 335000 4087981 3935794 1145301 1086267 735772 322624 21470303 9326741 11532548 12143562 7120593 6454400 250000 250000 259703 244059 35218737 36079720 3391970 2822453 2922502 2815696 85212 76834 6399684 5714983 X 28461078 29971471 357975 393266 28819053 30364737 35218737 36079720 1841508 -295824 0 X 0 1 X 1 1 1 X 7563541 6944912 6654975 6965108 6583098 34711634 32600765 31543370 39481614 40221982 42072206 185919937 40164306 38488282 46136589 47187090 48655304 220631571 0 0 0 220631571 152406 150635 163804 21746 155134 643725 152406 150635 163804 21746 155134 643725 23520 30276 216412 49900 112108 432216 40340232 38669193 46516805 47258736 48922546 221707512 0.99510 0.99540 0.00290 0.00300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 719728 719728 12383021 3796059 8586962 3436284 1761570 1674714 4350303 3344096 1006207 580967 425016 155951 12143562 Annuity Obligations 76834 76834 X 49014313 -295824 231483 156108 91767 48922546 0 48922546 47468629 231483 156108 387591 47081038 0 47081038 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 156,108. Part XII, Line 2d - Other Adjustments: Special event expense 156,108. Annual Luncheon 210316 54208 156108 156108 210316 54208 156108 156108 156108 0 1 X X X 0 0 0 0 0 0 0 0 0 Jon Dunn President/CEO 389024 0 0 0 0 0 21100 0 9653 0 419777 0 0 0 Charles Ferrand VP of Finance 213481 0 0 0 0 0 11611 0 4396 0 229488 0 0 0 Jennefer Russo Medical Director 291188 0 5000 0 0 0 21100 0 7138 0 324426 0 0 0 Betha Schnelle COO 216451 0 5000 0 0 0 17330 0 8694 0 247475 0 0 0 Emma Smith Physician 189344 0 0 0 0 0 2510 0 4390 0 196244 0 0 0 Mahzadeh Nourizadeh Mgr. of Clinical Improveme 184066 0 0 0 0 0 13329 0 784 0 198179 0 0 0 Janet Jacobson Director of Surgical Servi 222373 0 0 0 0 0 17328 0 4539 0 244240 0 0 0 Shannon Connolly Dir. of Primary Care Servi 203978 0 0 0 0 0 15250 0 4385 0 223613 0 0 0 Ruchi Sukhija VP of Information Technology 175266 0 0 0 0 0 4643 0 9653 0 189562 0 0 0 X 8820 X 1 132557 FMV 0 1 0 Form 990, Part VI, Section B, line 11 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 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 Community Action Fund PPOSBC P 479249 FMV Community Action Fund PPOSBC (included P & Q) L Community Action Fund PPOSBC (included P & Q) N Community Action Fund PPOSBC (included in Q) O Community Action Fund PPOSBC Q 81401 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