2014-02-12T16:14:34-06:00 2013-06-30 954557617 Harrington Group CPAs LLP 234 East Colorado Blvd Suite M150 Pasadena CA 91101 990 2012-07-01 956152773 Planned Parenthood Orange & San Bernardino Counties PLAN 7149224117 700 South Tustin Street Orange CA 92866 Jon Dunn 7149224117 2014-02-12 1 Carmen D Mosley CPA P00475769 6264036801 2012 2015-11-30 17:44:51Z Jon Dunn 700 South Tustin Street Orange CA 92866 38694421 0 X www.PlannedParenthoodOSBC.org X 1965 CA Provide leadership, education, and health services in the area of family planning. 17 17 425 45 0 0 7563541 6944912 32600765 31543370 152406 150635 -19280 -35167 40297432 38603750 244739 300520 0 0 19755380 21599541 0 0 556721 17929691 17309198 37929810 39209259 2367622 -605509 28072734 30770528 5609211 8616629 22463523 22153899 X Planned Parenthood/Orange and San Bernardino Counties 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 32777352 300520 31543370 Clinical - provides reproductive health care. 3517381 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. 1507449 Education - conducts seminars and workshops and provides counseling about family planning and sexually transmitted diseases. 850356 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. 850356 38652538 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 85 0 1 425 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 - Jennifer Hill 7146336373 700 S Tustin Street Orange CA 92866 Bill Wood 1.00 X X 0 0 0 Kathy Vrabeck 1.00 X X 0 0 0 Bill Weinberg 1.00 X X 0 0 0 Tara O Balfour 1.00 X X 0 0 0 Afsaneh Alisobhani 1.00 X 0 0 0 Belinda Helzer 1.00 X 0 0 0 Rabbi Hillel Cohn 1.00 X 0 0 0 Debra R Gierut 1.00 X 0 0 0 Jane Egly 1.00 X 0 0 0 Gloria Macias Harrison 1.00 X 0 0 0 Dianne Landeros 1.00 X 0 0 0 Susan Leibel 1.00 X 0 0 0 Jane Hanauer 1.00 X 0 0 0 Christina Hernandez 1.00 X 0 0 0 Nancy R White 1.00 X 0 0 0 Jan Lansing 1.00 X 0 0 0 Carol M Rhoads 1.00 X 0 0 0 Jon Dunn 40.00 X 343183 0 30122 Dan Seargeant 40.00 X 240494 0 19376 Betha Schnelle 40.00 X 156183 0 23472 Mahzadeh Nourizadeh 40.00 X 179172 0 12777 Scott M Marshall 40.00 X 165986 0 18311 Michelle Navarrette 40.00 X 144813 0 10100 Jennifer Small 40.00 X 127061 0 11479 Mitsu Killion 40.00 X 121553 0 13394 John McHugh 40.00 X 108685 0 9590 Stephanie Kight 40.00 X 101980 0 11962 1689110 0 160583 32 1 1 0 Merle S Robboy 355 Placentia 309 Newport Beach CA 92663 Clinical 225000 C&R Cleaning Co PO Box 5280 Orange CA 92867 Janitorial 140788 2 118335 4577321 2249256 556592 6944912 Patient service revenue 900099 31543370 31543370 31543370 150635 150635 25228 118335 90671 -65443 -65443 Miscellaneous income 900099 30276 30276 30276 38603750 31543370 0 115468 X 300520 300520 654960 360790 275015 19155 17010572 13562089 3131606 316877 872889 703548 151883 17458 1632634 1316967 282415 33252 1428486 1151359 248557 28570 34500 34500 30323 30323 1594615 1097437 494377 2801 181941 78417 103524 10029183 9722139 261585 45459 246390 49956 196434 2232254 1735439 496815 189784 117535 65074 7175 379705 379705 746890 470710 276180 359070 356410 2660 Furniture and equipment 678867 525220 151032 2615 Other operating expense 605676 296179 309497 Indirect cost allocatio 0 6807823 -6891182 83359 39209259 38652538 0 556721 602007 256843 3056643 3321351 6130246 5546601 814967 803431 439942 610364 18622044 6404709 9431584 12217335 7061828 7485810 535517 528793 28072734 30770528 2505278 5848292 3005878 2674716 98055 93621 5609211 8616629 X 22099120 21947466 364403 206433 22463523 22153899 28072734 30770528 -605509 295885 0 X 0 1 X 1 1 1 X 6042685 6214762 6582406 7563541 6944912 33348306 20637371 25985465 29990667 32600765 31543370 140757638 26680056 32200227 36573073 40164306 38488282 174105944 0 0 0 174105944 110928 123563 139065 152406 150635 676597 110928 123563 139065 152406 150635 676597 17426 22695 24477 23520 30276 118394 26808410 32346485 36736615 40340232 38669193 174900935 0.99550 0.99460 0.00390 0.00430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14768 285752 300520 38908739 39209259 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 189002 242410 244739 300520 976671 250000 250000 250000 250000 1000000 1500000 43905 10198 14768 68871 502804 719728 1222532 2047196 7158132 2283089 6922239 4254568 1151816 3102752 2869908 2057976 811932 1069708 911828 157880 12217335 Annuity Obligations 93621 93621 X 40006535 295885 1016229 90671 1402785 38603750 0 38603750 40316159 1016229 90671 1106900 39209259 0 39209259 Description of Uncertain Tax Positions Under FIN 48: 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 90,671. Part XII, Line 2d - Other Adjustments: Special event expense 90,671. Annual Luncheon 87675 73606 14069 5867 18912 9737 7161 Consider This 29835 21396 8439 3567 14645 2743 3627 2 26053 23333 2720 9431 9156 577 5248 143563 118335 25228 18865 42713 13057 16036 90671 -65443 1 Community Action Fund of PPOSBC 700 S Tustin Street Orange CA 92866 330468988 501(c)4 300520 Lobbying for support of reproductive health and rights. Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, 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 343183 0 0 0 0 0 0 0 30122 0 373305 0 0 0 Dan Seargeant 240494 0 0 0 0 0 0 0 19376 0 259870 0 0 0 Betha Schnelle 156183 0 0 0 0 0 0 0 23472 0 179655 0 0 0 Mahzadeh Nourizadeh 179172 0 0 0 0 0 0 0 12777 0 191949 0 0 0 Scott M Marshall 165986 0 0 0 0 0 0 0 18311 0 184297 0 0 0 Michelle Navarrette 144813 0 0 0 0 0 0 0 10100 0 154913 0 0 0 John McHugh 108685 0 0 0 0 0 0 0 9590 0 118275 0 0 0 Stephanie Kight 101980 0 0 0 0 0 0 0 11962 0 113942 0 0 0 X Med. supplies 1 556592 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. 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. Form 990, Part IX, Line 13 Office Expense includes medical supplies, which are the material portion. 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 300520 FMV Community Action Fund PPOSBC (included in Q) L Community Action Fund PPOSBC (included in B and Q) N Community Action Fund PPOSBC (included in B and Q) O Community Action Fund PPOSBC Q 97095 FMV