2015-02-26T13:48:29-06:00 2014-06-30 954557617 Harrington Group CPAs LLP 234 East Colorado Blvd Suite M150 Pasadena CA 91101 990 2013-07-01 956152773 Planned Parenthood Orange & San Bernardino Counties PLAN 7149224117 700 South Tustin Street Orange CA 92866 Jon Dunn President/CEO 7149224117 2015-02-26 1 Sean E Cain CPA P01612986 6264036801 2013 2016-02-25 16:41:14Z Jon Dunn 700 South Tustin Street Orange CA 92866 46579796 0 X www.PlannedParenthoodOSBC.org X 1965 CA Provide leadership, education, and health services in the area of family planning. 19 19 417 35 0 0 6944912 6654975 31543370 39481614 150635 144066 -35167 236150 38603750 46516805 300520 0 0 0 21599541 22780460 0 0 729736 17309198 19092215 39209259 41872675 -605509 4644130 30770528 35318497 8616629 7741743 22153899 27576754 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 1 35534030 39472938 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. 3766541 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. 1397211 8676 Education - conducts seminars and 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. 445157 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. 445157 41142939 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 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 94 0 1 417 1 0 0 0 0 0 1 1 0 0 0 0 X 19 19 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 Tara O Balfour Treasurer 1.00 X X 0 0 0 Afsaneh Alisobhani Board Member 1.00 X 0 0 0 Rabbi Hillel Cohn Board Member 1.00 X 0 0 0 Debra R Gierut Board Member 1.00 X 0 0 0 Jane Egly Board Member 1.00 X 0 0 0 Gloria Macias Harrison Board Member 1.00 X 0 0 0 Dianne Landeros Board Member 1.00 X 0 0 0 Susan Leibel 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 Nancy R White Board Member 1.00 X 0 0 0 Jan Lansing Board Member 1.00 X 0 0 0 Susan Pickle Board Member 1.00 X 0 0 0 Carol M Rhoads Board Member 1.00 X 0 0 0 Beverly Sanone 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 346777 0 20158 Jennefer Russo Medical Director 40.00 X 266518 0 14162 Betha Schnelle CAO 40.00 X 178401 0 17611 Mahzadeh Nourizadeh Mgr. of Clinical Improvement 40.00 X 181233 0 2220 Lauren Rayner VP of Development 40.00 X 153131 0 10074 Katherine B Jeffrey VP of External Affairs 40.00 X 144820 0 0 Dan Seargeant Former CFO 40.00 X 232618 0 3042 Scott M Marshall Compliance/Privacy Office, Former 40.00 X 150271 0 6301 Emily Jackson Primary Care Physician, Former 40.00 X 179645 0 13220 1833414 0 86788 9 1 1 0 Coastal Pacific Construction 23121 LaCadena Ste C Laguna Hills CA 92653 Remodeling 1466904 C&R Cleaning Co PO Box 5280 Orange CA 92867 Janitorial 146511 Leslie Bradley Design Consultant 227 21st Street Huntington Beach CA 92648 Design Consultant 117536 3 171860 4466114 2017001 370245 6654975 Patient service revenue 900099 39472938 39472938 Training revenue 900099 8676 8676 39481614 144066 144066 19738 0 19738 19738 19738 62991 171860 62991 0 Miscellaneous income 900099 216412 216412 216412 46516805 39481614 0 380216 808985 428557 355950 24478 18121929 14379526 3391369 351034 866248 694730 155924 15594 1474916 1200964 253451 20501 1508382 1209722 270509 28151 546587 546587 48998 48998 369591 288581 81010 1358711 498940 755862 103909 217154 97067 118131 1956 592838 327671 250433 14734 77233 34532 42701 2328951 1977186 340264 11501 191871 117502 72087 2282 15355 6863 8492 1066560 757937 308623 386587 383927 2660 Medical supplies 9946660 9946660 Expendable furniture/eq 767999 409563 349137 9299 Communications and mail 530636 403964 112794 13878 Other operating expense 496097 64304 424013 7780 150387 7914743 -7888995 124639 41872675 41142939 0 729736 256843 1999341 3321351 2631229 5546601 8591289 803431 926553 610364 443865 20185630 7396863 12217335 12788767 7235810 7129607 250000 250000 528793 557846 30770528 35318497 5848292 5360172 2674716 2292231 93621 89340 8616629 7741743 X 21947466 27469137 206433 107617 22153899 27576754 30770528 35318497 4644130 778725 0 X 0 1 X 1 1 1 X 6214762 6582406 7563541 6944912 6654975 33960596 25985465 29990667 32600765 31543370 39481614 159601881 32200227 36573073 40164306 38488282 46136589 193562477 0 0 0 193562477 123563 139065 152406 150635 163804 729473 123563 139065 152406 150635 163804 729473 22695 24477 23520 30276 216412 317380 32346485 36736615 40340232 38669193 46516805 194609330 0.99460 0.99550 0.00370 0.00390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3599 365992 369591 41503084 41872675 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 242410 244739 300520 369591 1157260 250000 250000 250000 250000 1000000 1500000 43905 10198 14768 3599 72470 1222532 1222532 12391682 2821160 9570522 2298096 1310910 987186 3739016 2791411 947605 534304 473382 60922 12788767 Annuity Obligations 89340 89340 X 47831210 778725 472689 62991 1314405 46516805 0 46516805 42408355 472689 62991 535680 41872675 0 41872675 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 62,991. Part XII, Line 2d - Other Adjustments: Special event expense 62,991. Annual Luncheon 210321 160992 49329 16606 15845 11391 5487 Consider This 6876 1145 5731 1681 4050 1 17654 9723 7931 1295 6636 234851 171860 62991 19582 26531 11391 5487 62991 0 1 X X X 0 0 0 0 0 0 0 0 0 Jon Dunn President/CEO 346777 0 0 0 0 0 0 0 20158 0 366935 0 0 0 Jennefer Russo Medical Director 266518 0 0 0 0 0 0 0 14162 0 280680 0 0 0 Betha Schnelle CAO 178401 0 0 0 0 0 0 0 17611 0 196012 0 0 0 Mahzadeh Nourizadeh Mgr. of Clinical Improvement 181233 0 0 0 0 0 0 0 2220 0 183453 0 0 0 Lauren Rayner VP of Development 153131 0 0 0 0 0 0 0 10074 0 163205 0 0 0 Dan Seargeant Former CFO 232618 0 0 0 0 0 0 0 3042 0 235660 0 0 0 Scott M Marshall Compliance/Privacy Office, Former 150271 0 0 0 0 0 0 0 6301 0 156572 0 0 0 Emily Jackson Primary Care Physician, Former 179645 0 0 0 0 0 0 0 13220 0 192865 0 0 0 X Med. supplies 1 370245 FMV 0 1 0 Form 990, Part III, line 3 In Fiscal Year 2014, PPOSBC launched Melody Women's Health, our primary care services and provides Covered CA enrollment services. 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. Form 990, Part VI, Section B, line 15 CEO The Board of Directors determines the CEO's Compensation Package. 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 369591 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 81010 FMV