2016-01-25T15:55:38-06:00 2015-06-30 954557617 Harrington Group CPAs LLP 234 East Colorado Blvd Suite M150 Pasadena CA 91101 990 2014-07-01 956152773 Planned ParenthoodOrange & San Bernardino Counties Inc PLAN 7149224117 700 South Tustin Street Orange CA 92866 Jon Dunn President/CEO 7149224117 2016-01-25 1 Sean E Cain CPA P01612986 6264036801 2014 2016-04-25 22:37:26Z Jon Dunn 700 South Tustin Street Orange CA 92866 49223011 0 X www.PlannedParenthoodOSBC.org X 1965 CA Provide leadership, education, and health services in the area of family planning. 17 17 456 45 0 0 6654975 6967490 39481614 40221982 144066 -655590 236150 71646 46516805 46605528 0 390117 0 0 22780460 25006864 0 0 716551 19092215 20020088 41872675 45417069 4644130 1188459 35318497 35218737 7741743 6399684 27576754 28819053 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 31952360 390117 40094261 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. 3194780 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. 1269134 127721 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. 669192 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. 669192 37085466 1 1 0 1 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 1 0 1 73 0 1 456 1 0 0 0 0 0 1 1 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 X PPOSBC - Charles Ferrand 7146336373 700 S Tustin Street Orange CA 92866 Kathy Vrabeck 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 Beverly Sansone Board Member 1.00 X 0 0 0 Bill Wood Board Member 1.00 X 0 0 0 Christina Hernandez Board Member 1.00 X 0 0 0 Debi Lambert Board Member 1.00 X 0 0 0 Dianne Landeros Board Member 1.00 X 0 0 0 Hillel Cohn Board Member 1.00 X 0 0 0 Jan Lansing Board Member 1.00 X 0 0 0 Jane Egly Board Member 1.00 X 0 0 0 Jane Hanauer Board Member 1.00 X 0 0 0 Jene Witte Board Member 1.00 X 0 0 0 Michele Goodwin Board Member 1.00 X 0 0 0 Nancy Kriz Board Member 1.00 X 0 0 0 Susan Leibel Board Member 1.00 X 0 0 0 Jon Dunn President/CEO 40.00 X 345471 0 27321 Charles Ferrand VP of Finance 40.00 X 168480 0 3076 Jennefer Russo Medical Director 40.00 X 283834 0 23696 Betha Schnelle COO 40.00 X 191977 0 20744 Mahzadeh Nourizadeh Mgr. of Clinical Improveme 40.00 X 174666 0 8498 Janet Jacobson Director of Surgical Services 40.00 X 191003 0 9156 Shannon Connolly Dir. of Primary Care Services 40.00 X 181645 0 7136 Katherine B Jeffrey VP of External Affairs 40.00 X 157983 0 9598 Ronald Herrera VP of Human Resources,Former 40.00 X 160674 0 4306 1855733 0 113531 37 1 1 0 Coastal Pacific Construction 23121 LaCadena Ste C Laguna Hills CA 92653 Remodeling 658338 C&R Cleaning Co PO Box 5280 Orange CA 92867 Janitorial 143560 Corporate Business Interiors 3501 Jamboree Road Suite 400 Newport Beach CA 92660 Interior office design 129729 Sweeney Media Marketing 3525 Del Mar Heights Road 665 San Diego CA 92130 Advertising 120711 Leslie Bradley Design Consultant 227 21st Street Huntington Beach CA 92648 Design Consultant 104815 5 173831 4762225 2031434 647518 6967490 Patient service revenue 900099 40094261 40094261 Enrollment revenue 900099 119310 119310 Training revenue 900099 8411 8411 40221982 144410 144410 21746 0 21746 21746 21746 1750000 2550000 -800000 -800000 -800000 67483 173831 67483 0 Miscellaneous income 900099 49900 49900 49900 46605528 40221982 0 -583944 390117 390117 1064599 718394 346205 19646845 15918998 3229225 498622 1006340 792983 175297 38060 1643447 1452644 172469 18334 1645633 1308053 292025 45555 559447 559447 37000 37000 1256361 540681 655108 60572 386504 239305 135083 12116 2525232 1904467 620765 183409 107117 71256 5036 1110879 789925 320954 426310 426310 Medical supplies 10964648 10964648 Other operating expense 1316600 789728 504891 21981 Expendable furniture/eq 768005 354780 410839 2386 Communications and mail 485693 387316 84488 13889 45417069 37085466 7615052 716551 1999341 6310283 2631229 3587206 189350 8591289 4087981 926553 1145301 443865 735772 20040291 8507743 12788767 11532548 7379607 7120593 250000 250000 307846 259703 35318497 35218737 5360172 3391970 2292231 2922502 89340 85212 7741743 6399684 X 27469137 28461078 107617 357975 27576754 28819053 35318497 35218737 1188459 53840 0 X 0 1 X 1 1 1 X 6582406 7563541 6944912 6654975 6965108 34710942 29990667 32600765 31543370 39481614 40221982 173838398 36573073 40164306 38488282 46136589 47187090 208549340 0 0 0 208549340 139065 152406 150635 163804 21746 627656 139065 152406 150635 163804 21746 627656 24477 23520 30276 216412 49900 344585 36736615 40340232 38669193 46516805 47258736 209521581 0.99540 0.99460 0.00300 0.00370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1000000 1000000 1000000 3000000 4500000 244739 300520 369591 914850 250000 250000 250000 750000 1125000 10198 14768 3599 28565 719728 719728 11638928 3304103 8334825 2985477 1544991 1440486 4161854 3144908 1016946 534304 513741 20563 11532548 Annuity Obligations 85212 85212 X 47230882 53840 504031 67483 625354 46605528 0 46605528 45988583 504031 67483 571514 45417069 0 45417069 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 67,483. Part XII, Line 2d - Other Adjustments: Special event expense 67,483. Annual Luncheon 241314 173831 67483 33230 10000 24253 241314 173831 67483 33230 10000 24253 67483 0 1 Community Action Fund 700 S Tustin Street Orange CA 92866 330468988 501(c)4 390117 Grant for support on lobbying of reproductive health and rights. 1 Part I, Line 2: PPOSBC grants are generally limited to funds provided directly to the Community Action Fund. These funds are granted for very specific purposes and are closely monitored and accounted for by the organization. 1 X X X 0 0 0 0 0 0 0 0 0 Jon Dunn President/CEO 345471 0 0 0 0 0 18659 0 8662 0 372792 0 0 0 Charles Ferrand VP of Finance 168480 0 0 0 0 0 0 0 3076 0 171556 0 0 0 Jennefer Russo Medical Director 283834 0 0 0 0 0 13260 0 10436 0 307530 0 0 0 Betha Schnelle COO 191977 0 0 0 0 0 11966 0 8778 0 212721 0 0 0 Mahzadeh Nourizadeh Mgr. of Clinical Improveme 174666 0 0 0 0 0 8138 0 360 0 183164 0 0 0 Janet Jacobson Director of Surgical Services 191003 0 0 0 0 0 4762 0 4394 0 200159 0 0 0 Shannon Connolly Dir. of Primary Care Services 181645 0 0 0 0 0 2771 0 4365 0 188781 0 0 0 Katherine B Jeffrey VP of External Affairs 157983 0 0 0 0 0 9598 0 0 0 167581 0 0 0 Ronald Herrera VP of Human Resources,Former 160674 0 0 0 0 0 2682 0 1624 0 164980 0 0 0 X 1 437874 FMV @ time of trade X 25 209644 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 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 Community Action Fund PPOSBC B 390117 FMV Community Action Fund PPOSBC (included B & Q) L Community Action Fund PPOSBC (included B & Q) N Community Action Fund PPOSBC (included in Q) O Community Action Fund PPOSBC Q 71535 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