2012-04-25T14:41:03-05:00 2011-06-30 Harrington Group CPAs LLP 234 East Colorado Blvd Suite M150 Pasadena CA 91101 990 2010-07-01 956152773 Planned Parenthood Orange & San Bernardino Counties PLAN 7149224117 700 South Tustin Street Orange CA 92866 Jon Dunn 7149224117 2012-04-25 1 Carmen D Mosley 6264036801 2010 2016-02-24 21:20:13Z Jon Dunn 700 South Tustin Street Orange CA 92866 36784879 0 X www.PlannedParenthoodOSBC.org X 1965 CA Provide leadership, education, and health services in the area of family planning. 20 20 356 100 0 0 6214762 6582406 25985465 29990667 -685056 139065 2846 24607 31518017 36736745 189002 242410 0 0 15181045 17299538 0 0 461251 12935911 16284807 28305958 33826755 3212059 2909990 22888737 26250230 6337567 6081173 16551170 20169057 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 28581112 29990667 Clinical - provides reproductive health care. 3764035 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. 1020357 Education - conducts seminars and workshops and provides counseling about family planning and sexually transmitted diseases. 33365504 1 1 0 1 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 1 1 0 0 0 0 1 0 0 1 0 1 70 0 1 356 1 0 0 0 0 0 1 1 0 0 0 0 X 20 20 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 Nancy Kriz 1.00 X X 0 0 0 Tara Balfour 1.00 X X 0 0 0 Bill Wood 1.00 X X 0 0 0 Nancy White 1.00 X X 0 0 0 Wilfredo Benitez 1.00 X 0 0 0 Pam Bryant 1.00 X 0 0 0 Jane Egly 1.00 X 0 0 0 Debra Gierut 1.00 X 0 0 0 Jane Hanauer 1.00 X 0 0 0 Gloria Macias Harrison 1.00 X 0 0 0 Christina Hernandez 1.00 X 0 0 0 Kate Jeffrey 1.00 X 0 0 0 Dianne Landeros 1.00 X 0 0 0 Mary Nord 1.00 X 0 0 0 Ellen Olhansky 1.00 X 0 0 0 Teddie Ray 1.00 X 0 0 0 Jared M Toffer 1.00 X 0 0 0 Jene Witte 1.00 X 0 0 0 Jon Dunn 40.00 X 320832 0 29536 Dan Seargeant 40.00 X 228202 0 19155 John McHugh 40.00 X 287546 0 21862 Stephanie Kight 40.00 X 169833 0 23724 Scott Marshall 40.00 X 154346 0 17386 Michelle Navarrette 40.00 X 146889 0 7081 Betha Schnelle 40.00 X 128898 0 20199 Mary Sedo 40.00 X 117361 0 14274 Robert Armenta 40.00 X 113407 0 12977 1667314 0 166194 16 0 1 0 Merle S Robboy 355 Placentia 309 Newport Beach CA 92663 Clinical 260421 C&R Cleaning Co PO Box 5280 Orange CA 92867 Janitorial 136009 2 75872 4170585 2335949 1032067 6582406 Patient service revenu 900099 29990667 29990667 29990667 139065 139065 48264 75872 48134 130 130 Miscellaneous income 900099 24477 24477 24477 36736745 29990667 0 163672 242410 242410 1164625 279511 815237 69877 13196964 10731469 2268450 197045 728687 577267 132224 19196 1109348 930887 170325 8136 1099914 871353 199584 28977 37108 37108 28687 28687 1802163 1071366 695096 35701 188501 5047 183454 9087813 8612142 428137 47534 273459 82057 191402 2053087 1741977 311110 144409 90215 51473 2721 297158 297158 789854 565742 224112 296194 293534 2660 Other operating expense 930926 122690 808236 0 Provision for doubtful 355093 355093 0 0 Bad debts expense 355 355 0 0 Indirect cost allocatio 0 6792389 -6844453 52064 33826755 33365504 0 461251 976576 1214459 2516290 3617528 3591519 3910466 253823 0 475046 594402 384279 508567 14355337 5485433 8884636 8869904 5542839 7006276 263729 528628 22888737 26250230 2421437 2842884 3808775 3135653 107355 102636 6337567 6081173 X 16419649 19757312 131521 411745 16551170 20169057 22888737 26250230 X 2909990 707897 X X 0 1 1 X 1 1 X 6761290 7519015 6042685 6214762 6582406 33120158 13619341 16955506 20637371 25985465 29990667 107188350 20380631 24474521 26680056 32200227 36573073 140308508 0 0 0 140308508 150101 158544 110928 123563 139065 682201 150101 158544 110928 123563 139065 682201 149561 103613 17426 22695 24477 317772 20680293 24736678 26808410 32346485 36736615 141308481 0.99290 0.99010 0.00480 0.00550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 43905 198505 242410 33584345 33826755 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 606400 186251 189002 242410 1224063 134508 250000 250000 250000 884508 1326762 43905 43905 502804 719728 1222532 2047196 5920866 1772821 6195241 1552751 903188 649563 2456347 1813443 642904 1155645 995981 159664 8869904 Annuity Obligations 102636 102636 36736745 33826755 2909990 707897 707897 3617887 37780916 707897 288140 48134 1044171 36736745 0 36736745 34163029 288140 48134 336274 33826755 0 33826755 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 48,134. Part XIII, Line 2d - Other Adjustments: Special event expense 48,134. Consider This 42006 23847 18159 5856 2000 10338 Annual Luncheon 59845 37215 22630 2422 14420 6223 3 22285 14810 7475 6005 870 124136 75872 48264 2422 26281 2000 17431 48134 130 1 Community Action Fund of PPOSBC 700 S Tustin Street Orange CA 92866 330468988 501(c)4 242410 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 300832 0 20000 0 0 0 0 0 29536 0 350368 0 0 0 Dan Seargeant 228202 0 0 0 0 0 0 0 19155 0 247357 0 0 0 John McHugh 287546 0 0 0 0 0 0 0 21862 0 309408 0 0 0 Stephanie Kight 169833 0 0 0 0 0 0 0 23724 0 193557 0 0 0 Scott Marshall 154346 0 0 0 0 0 0 0 17386 0 171732 0 0 0 Michelle Navarrette 146889 0 0 0 0 0 0 0 7081 0 153970 0 0 0 Gloria Harrison Board Member 1177 Purchased ad in newspaper owned by board member's family 0 X 1 668255 FMV-sold when received X Medical supplies 2 363812 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 gains on investments: 707,897. Form 990, Part XII, Line 2c: There is no change in the process from the prior year. Form 990, Part IX, Line 13: Office expenses include 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 742410 FMV Community Action Fund PPOSBC (included in P) K 0 Community Action Fund PPOSBC (included in B and P) M 0 Community Action Fund PPOSBC (included in B and P) N 0 Community Action Fund PPOSBC P 158859 FMV