2013-05-01T13:59:13-05:00 2012-06-30 954557617 Harrington Group CPAs LLP 234 East Colorado Blvd Suite M150 Pasadena CA 91101 990 2011-07-01 956152773 Planned Parenthood Orange & San Bernardino Counties PLAN 7149224117 700 South Tustin Street Orange CA 92866 Jon Dunn 7149224117 2013-05-01 1 Sean E Cain CPA P01612986 6264036801 2011 2016-03-07 17:11:31Z Jon Dunn 700 South Tustin Street Orange CA 92866 40369959 0 X www.PlannedParenthoodOSBC.org X 1965 CA Provide leadership, education, and health services in the area of family planning. 18 18 384 40 0 0 6582406 7563541 29990667 32600765 139065 152406 24607 -19280 36736745 40297432 242410 244739 0 0 17299538 19755380 0 0 500056 16284807 17929691 33826755 37929810 2909990 2367622 26250230 28072734 6081173 5609211 20169057 22463523 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 33046616 244739 32600765 Clinical - provides reproductive health care. 3569030 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. 814108 Education - conducts seminars and workshops and provides counseling about family planning and sexually transmitted diseases. 37429754 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 0 1 0 1 81 0 1 384 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 PPOSBC - Daniel B Seargeant 7146336373 700 S Tustin Street Orange CA 92866 Carol Rhoads 1.00 X X 0 0 0 Jan Lansing 1.00 X X 0 0 0 Christina Hernandez 1.00 X X 0 0 0 Jared M Toffer 1.00 X X 0 0 0 Afsaneh Alisobhani 1.00 X 0 0 0 Belinda Helzer 1.00 X 0 0 0 Tara O Balfour 1.00 X 0 0 0 Debra R Gierut 1.00 X 0 0 0 Nancy R Kriz 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 Mary Nord 1.00 X 0 0 0 Kathy Vrabeck 1.00 X 0 0 0 William M Weinberg 1.00 X 0 0 0 Nancy R White 1.00 X 0 0 0 Jene Witte 1.00 X 0 0 0 Bill Wood 1.00 X 0 0 0 Jon Dunn 40.00 X 326299 0 31010 Dan Seargeant 40.00 X 242774 0 19749 Scott Marshall 40.00 X 160961 0 17902 Mahzadeh Nourizadeh 40.00 X 157433 0 961 Michelle Navarrette 40.00 X 144625 0 10281 Betha Schnelle 40.00 X 142046 0 22502 Kristel Dumas 40.00 X 131299 0 11227 John McHugh 40.00 X 295185 0 24618 Stephanie Kight 40.00 X 189843 0 25705 1790465 0 163955 25 1 1 0 Merle S Robboy 355 Placentia 309 Newport Beach CA 92663 Clinical 264722 C&R Cleaning Co PO Box 5280 Orange CA 92867 Janitorial 143719 2 124173 4651678 2787690 418568 7563541 Patient service revenu 900099 32600765 32600765 32600765 152406 152406 29727 124173 72527 -42800 -42800 Miscellaneous income 900099 23520 23520 23520 40297432 32600765 0 133126 244739 244739 645292 206494 400080 38718 15664980 12374582 3056265 234133 729878 598561 118082 13235 1403982 1176767 203882 23333 1311248 1075333 212138 23777 33500 33500 29246 29246 1763427 1405273 329992 28162 238172 102550 135622 9806291 9482140 272730 51421 191452 54090 137362 2014241 1637899 376243 99 159290 86343 56309 16638 319687 319687 808597 523949 284648 337649 334594 3055 Provision for doubtful 1124180 1124180 Furniture and equipment 581915 326659 239097 16159 Other operating expense 522044 149442 372602 Indirect cost allocatio 0 6526159 -6580540 54381 37929810 37429754 0 500056 1214459 602007 3617528 3056643 3910466 6130246 594402 814967 508567 439942 15348551 5916967 8869904 9431584 7006276 7061828 528628 535517 26250230 28072734 2842884 2505278 3135653 3005878 102636 98055 6081173 5609211 X 19757312 22099120 411745 364403 20169057 22463523 26250230 28072734 X 2367622 -73156 X 0 1 1 X 1 1 X 7519015 6042685 6214762 6582406 7563541 33922409 16955506 20637371 25985465 29990667 32600765 126169774 24474521 26680056 32200227 36573073 40164306 160092183 0 0 0 160092183 158544 110928 123563 139065 152406 684506 158544 110928 123563 139065 152406 684506 103613 17426 22695 24477 23520 191731 24736678 26808410 32346485 36736615 40340232 160968420 0.99460 0.99290 0.00430 0.00480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10198 234541 244739 37685071 37929810 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 186251 189002 242410 244739 862402 250000 250000 250000 250000 1000000 1500000 43905 10198 54103 502804 719728 1222532 2047196 6715160 2008594 6753762 1696306 1010778 685528 2668751 1989377 679374 998606 908218 90388 9431584 Annuity Obligations 98055 98055 40297432 37929810 2367622 -73156 -73156 2294466 40765461 -73156 468658 72527 468029 40297432 0 40297432 38470995 468658 72527 541185 37929810 0 37929810 Description of Uncertain Tax Positions Under FIN 48: Part X: 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 XII, Line 2d - Other Adjustments: Special event expense 72,527. Part XIII, Line 2d - Other Adjustments: Special event expense 72,527. Consider This 28920 15850 13070 1500 14595 3922 5231 Annual Luncheon 88849 75664 13185 11630 10031 190 4870 2 36131 32659 3472 4872 4899 1665 9122 153900 124173 29727 18002 29525 5777 19223 72527 -42800 1 Community Action Fund of PPOSBC 700 S Tustin Street Orange CA 92866 330468988 501(c)4 244739 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 326299 0 0 0 0 0 0 0 31010 0 357309 0 0 0 Dan Seargeant 234141 0 8633 0 0 0 0 0 19749 0 262523 0 0 0 Scott Marshall 160961 0 0 0 0 0 0 0 17902 0 178863 0 0 0 Mahzadeh Nourizadeh 156985 0 448 0 0 0 0 0 961 0 158394 0 0 0 Michelle Navarrette 138918 0 5707 0 0 0 0 0 10281 0 154906 0 0 0 Betha Schnelle 142046 0 0 0 0 0 0 0 22502 0 164548 0 0 0 John McHugh 295185 0 0 0 0 0 0 0 24618 0 319803 0 0 0 Stephanie Kight 179717 0 10126 0 0 0 0 0 25705 0 215548 0 0 0 X Medical supplies 2 418568 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. Copies are made available to all Board Members electronically via a web portal. 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. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized losses on investments: -73,156. 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 1 0 1 1 0 1 0 0 Community Action Fund PPOSBC B 244739 FMV Community Action Fund PPOSBC (included in P) K Community Action Fund PPOSBC (included in B and P) M Community Action Fund PPOSBC (included in B and P) N Community Action Fund PPOSBC P 85000 FMV