2023-11-06T14:06:16-06:00 2023-06-30 946214841 ARMANINO LLP 11766 WILSHIRE BLVD 9TH FLOOR LOS ANGELES CA 90025 990 2022-07-01 956152773 PLANNED PARENTHOODORANGE AND SAN BERNARDINO COUNTIES INC PLAN 7146336373 801 E KATELLA AVE ANAHEIM CA 92805 JON DUNN PRESIDENT/CEO 7146336373 2023-11-01 1 JON DUNN 999009999 1 MATTHEW PETROSKI P00853132 3104784148 2023-11-01 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MELODY HEALTH JON DUNN 801 E KATELLA AVE ANAHEIM CA 92805 106549598 0 X WWW.PLANNEDPARENTHOODOSBC.ORG X 1965 CA PROVIDE LEADERSHIP, EDUCATION, AND HEALTH SERVICES IN THE AREA OF WOMEN'S HEALTH SERVICES. 23 23 673 185 0 0 8585482 10590144 86524394 94811673 796563 760354 509819 322282 96416258 106484453 1137282 500000 0 0 48969172 56969423 0 0 774214 37984258 41718907 88090712 99188330 8325546 7296123 110636499 131174458 22189952 33144989 88446547 98029469 X PLANNED PARENTHOOD OF ORANGE AND SAN BERNARDINO COUNTIES PROVIDES CONFIDENTIAL, AFFORDABLE, HIGH-QUALITY HEALTH CARE. WE PROTECT AND PROMOTE THE FUNDAMENTAL RIGHT OF ALL INDIVIDUALS TO MAKE THEIR OWN PERSONAL HEALTH DECISIONS. WE PROVIDE COMPREHENSIVE HEALTH EDUCATION AND INFORMATION, WHICH ENABLES 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 73899065 500000 94811673 PLANNED PARENTHOOD IS ONE OF THE NATION'S LEADING PROVIDERS OF HIGH-QUALITY, AFFORDABLE HEALTH CARE, AND THE NATION'S LARGEST PROVIDER OF SEX EDUCATION. WE OFFER COMPASSIONATE CARE, BACKED BY MEDICAL EXPERTS AND MORE THAN 100 YEARS OF RESEARCH IN REPRODUCTIVE HEALTH. PATIENT VISITS IN THE YEAR TOTALED OVER 230,000. 3028756 THE PLANNED PARENTHOOD WOMEN INFANTS AND CHILDREN (WIC) PROGRAM PROVIDES AN ESSENTIAL SERVICE TO THE COMMUNITY BY DELIVERING SUPPLEMENTAL FOOD, BREASTFEEDING SUPPORT AND NUTRITION EDUCATION TO FAMILIES IN NEED. WIC FOCUSED ON IMPLEMENTING THE NEW STATEWIDE WIC WISE ELECTRONIC BENEFIT TRANSFER SYSTEM IN 2020-2021 TO OFFER FAMILIES A MORE CONVENIENT AND GREEN WAY TO RECEIVE WIC BENEFITS. THIS SYSTEM ELIMINATED THE PAPER WIC CHECKS AND REPLACED THEM WITH A BENEFIT CARD THAT ALLOWS FOR THE SUPPLEMENTAL FOODS TO BE PURCHASED MORE EFFICIENTLY. WIC CONTINUES TO OFFER FAMILIES BREASTFEEDING SUPPORT, PUMPS AND EDUCATION TO HELP INCREASE THE POPULATION OF BREASTFEEDING MOTHERS. WIC IS ALSO A COMMUNITY GATEWAY FOR FAMILIES TO RECEIVE REFERRALS TO HEALTH, DENTAL AND MENTAL HEALTH CARE. WIC HAS PARTNERED WITH OTHER COMMUNITY RESOURCES AS WELL AS HOSTED MANY TRAININGS AND SPEAKERS TO HELP STAY AWARE AND EDUCATED ON THE VARIOUS PROGRAMS AVAILABLE IN OUR COMMUNITIES. THROUGHOUT THE YEAR PPOSBC WIC PROVIDED OVER 124,754 NUTRITION EDUCATION, BREASTFEEDING AND FOOD ASSISTANCE SESSIONS. 2155859 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. 79083680 1 1 0 0 0 0 0 0 0 0 1 1 0 1 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 0 1 61 0 1 673 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JESSICA CHINEN 7146336373 801 E KATELLA AVE ANAHEIM CA 92805 PATRICIA O'BRIEN CHAIR 1.00 X 0 0 0 MICHELE GOODWIN CHAIR ELECT 1.00 X 0 0 0 NANCY KRIZ VICE CHAIR 1.00 X 0 0 0 VALERIE DIXON SECRETARY 1.00 X 0 0 0 ANDY THORBURN TREASURER 1.00 X 0 0 0 AFSANEH ALISOBHANI BOARD MEMBER 1.00 X 0 0 0 BOB BRAUN BOARD MEMBER 1.00 X 0 0 0 RABBI HILLEL COHN BOARD MEMBER 1.00 X 0 0 0 BRADLEY GILBERT MD BOARD MEMBER 1.00 X 0 0 0 JANE HANAUER BOARD MEMBER 1.00 X 0 0 0 DIANNE LANDEROS BOARD MEMBER 1.00 X 0 0 0 LENA NGUYEN MD BOARD MEMBER 1.00 X 0 0 0 SUSAN PICKLE BOARD MEMBER 1.00 X 0 0 0 ROBBIE PREPAS BOARD MEMBER 1.00 X 0 0 0 THOMAS RUIZ MD BOARD MEMBER 1.00 X 0 0 0 KRISTY SANTIMYER-MELITA BOARD MEMBER 1.00 X 0 0 0 DEBORAH WING MD BOARD MEMBER 1.00 X 0 0 0 BILL WOOD BOARD MEMBER 1.00 X 0 0 0 RAY JANKOWSKI BOARD MEMBER 1.00 X 0 0 0 DEBI LAMBERT BOARD MEMBER 1.00 X 0 0 0 CAROL MAJOR BOARD MEMBER 1.00 X 0 0 0 BEVERLY SANSONE BOARD MEMBER 1.00 X 0 0 0 GLORIA MACIAS HARRISON BOARD MEMBER 1.00 X 0 0 0 JON DUNN PRESIDENT/CEO 40.00 X 633916 0 58989 JESSICA CHINEN VP FINANCE 40.00 X 286219 0 39863 JANET JACOBSON MD AND VP OF CLINICAL SEV 40.00 X 427606 0 36890 KRISTA HOLLINGER COO 40.00 X 380517 0 25885 SHANNON CONNOLLY ASSOCIATE MEDICAL DIRECTOR 40.00 X 355187 0 33021 SHAYNE POULIN PHYSICIAN 40.00 X 333547 0 41099 TAMMY NGUYEN PHYSICIAN 40.00 X 343864 0 30460 MAHZADEH NOURIZADEH CLINICIAN 40.00 X 343501 0 28764 RAMONA THOMAS GENERAL COUNSEL 40.00 X 335040 0 18417 3439397 0 313388 112 0 1 0 COASTAL PACIFIC CONSTRUCTION INC 28 EDELMAN IRVINE CA 92618 CONSTRUCTION 1534493 ELITE PROTECTIVE & INVESTIGATIVE SERVICE PO BOX 3889 COSTA MESA CA 92626 SECURITY SERVICES 1372524 JMG SECURITY SYSTEMS 17150 NEWHOPE ST STE 109 FOUNTAIN VALLEY CA 92708 SECURITY SERVICES 1120696 OPEN HAND MEDIA 265 TERMINO AVE LONGE BEACH CA 90803 MARKETING MATERIALS 821237 KALEIDO HEALTH SOLUTIONS 2810 N CHURCH ST WILMINGTON DE 19802 HOME HEALTH SERVICE 610712 12 3739598 6850546 37495 10590144 NET PATIENT SERVICES 621400 94810673 94810673 TRAINING REVENUE 621400 1000 1000 94811673 760354 760354 25691 0 25691 25691 25691 108314 65145 43169 43169 RESOURCE SHARING REVEN 900099 216795 216795 CREDIT CARD REBATES 900099 198020 198020 LOSS ON ASSET DISPOSAL 900099 -161393 -161393 253422 106484453 94811673 0 1082636 500000 500000 2103716 683505 1420211 42675376 34620618 7560255 494503 2724057 2243685 448818 31554 6065726 4893169 1105206 67351 3400548 2720320 643008 37220 70614 70614 120373 78993 41347 33 90382 90382 5270431 3279162 1990154 1115 813441 533811 279410 220 1738453 1322400 387880 28173 4537158 3583991 922944 30223 232469 156249 76059 161 1047466 1047466 3339185 2423115 885724 30346 917857 892845 25012 MEDICAL SUPPLIES 15510986 15510986 BAD DEBT EXPENSE 3626532 3626532 OTHER OPERATING EXP 3573001 604143 2920914 47944 FURNITURE & EQUIPMENT 830559 362690 462498 5371 99188330 79083680 19330436 774214 20315065 22038470 18349141 19686511 1710287 2652185 12326849 11006992 1218042 2443873 726930 842450 57007627 19339466 38132466 37668161 12602796 14132235 5179897 8652078 75026 12051503 110636499 131174458 6847929 7543199 2157 14620388 13820017 721635 11779616 22189952 33144989 X 88426098 98023907 20449 5562 88446547 98029469 110636499 131174458 7296123 2286799 0 X 0 1 X 1 1 1 X 8203548 6278426 6573863 8585482 10590144 40231463 60641596 77319421 80994838 86524394 94811673 400291922 68845144 83597847 87568701 95109876 105401817 440523385 0 0 0 440523385 276829 503149 356633 821505 786045 2744161 276829 503149 356633 821505 786045 2744161 484033 700940 740021 671787 361736 2958517 69606006 84801936 88665355 96603168 106549598 446226063 0.98720 0.98620 0.00610 0.00560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5777776 5777776 35279085 8814310 26464775 6564124 5094993 1469131 7135064 4649859 2485205 2251578 780304 1471274 37668161 FIXED INCOME 7651370 F OTHER INVESTMENTS 1000708 F 8652078 ANNUITY RECEIVABLES 17422 DEPOSITS 92349 RIGHT-OF-USE ASSETS 11494010 INTEREST RATE SWAP 447722 12051503 ANNUITY OBLIGATIONS 11760 OPERATING LEASE LIABILITY 11767856 11779616 X 108746735 2286799 720 65145 2352664 106394071 90382 90382 106484453 99163813 720 65145 65865 99097948 90382 90382 99188330 PART X, LINE 2: PLANNED PARENTHOOD IS EXEMPT FROM THE FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR CALIFORNIA STATUTE. ACCORDINGLY, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES HAS BEEN RECORDED. PLANNED PARENTHOOD'S INFORMATIONAL RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE CALIFORNIA FRANCHISE TAX BOARD, GENERALLY FOR THREE YEARS AND FOUR YEARS, RESPECTIVELY AFTER THEY ARE FILED. PLANNED PARENTHOOD HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2023 PLANNED PARENTHOOD DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PLANNED PARENTHOOD FILES U.S. FEDERAL, AND U.S. STATE RETURNS AS APPLICABLE. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 65,145. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 65,145. KRIZ RECEPTION 45528 45528 HANAUER RECEPTION 36721 36721 500 2 26065 26065 64645 108314 108314 65145 65145 43169 1 PLANNED PARENTHOOD SOUTH ATLANTIC 100 SOUTH BOYLAN AVENUE RALEIGH NC 27603 561282557 501(C)(3) 150000 0 SUPPORT OTHER PLANNED PARENTHOOD'S IN THE NATION FOR GENERAL OPERATIONS. PP ILLINOIS 18 SOUTH MICHIGAN AVE NO 6TH F CHICAGO IL 60603 362170901 501(C)(3) 150000 0 SUPPORT OTHER PLANNED PARENTHOOD'S IN THE NATION FOR GENERAL OPERATIONS. PP OF THE ROCKY MOUNTAINS 7155 E 38TH AVE DENVER CO 80207 840404253 501(C)(3) 200000 0 SUPPORT OTHER PLANNED PARENTHOOD'S IN THE NATION FOR GENERAL OPERATIONS. 3 0 PART I, LINE 2: INVOICES SUBMITTED TO THE WIC GRANT FUNDER EACH MONTH ARE PRODUCED FROM EXPENDITURES RECORDED WITHIN OUR FINANCIAL ACCOUNTING SYSTEM WHICH HAS BUILT-IN INTERNAL CONTROLS IN PLACE. ADDITIONALLY, OUR INVOICES ARE SIGNED OFF BY OUR CEO BEFORE GOING TO THE FUNDER FOR PROCESSING. PERIODIC REPORTS ARE ALSO SENT TO THE FUNDER ON WIC PARTICIPANTS AND A FINANCIAL AUDIT IS PERFORMED BY THE FUNDER EVERY 2 YEARS AND A WIC PROGRAM EVALUATION (QA) OCCURS EVERY 2 YEARS. FOR OUR OTHER GRANTS SUCH AS CA PREP FEDERAL AND I&E STATE GRANT, INVOICES SUBMITTED TO THE GRANT FUNDER EACH MONTH ARE PRODUCED FROM EXPENDITURES RECORDED WITHIN OUR FINANCIAL ACCOUNTING SYSTEM WHICH HAS BUILT-IN INTERNAL CONTROLS IN PLACE. THE INVOICES ARE SIGNED OFF BY OUR CEO BEFORE GOING TO THE FUNDER FOR PROCESSING. X X X X 0 1 0 0 0 0 0 0 0 JON DUNN PRESIDENT/CEO 628426 0 1200 0 4290 0 41700 0 17289 0 692905 0 0 0 JANET JACOBSON MD AND VP OF CLINICAL SEV 422569 0 3600 0 1437 0 21200 0 15690 0 464496 0 0 0 KRISTA HOLLINGER COO 375760 0 3600 0 1157 0 17550 0 8335 0 406402 0 0 0 SHANNON CONNOLLY ASSOCIATE MEDICAL DIRECTOR 351197 0 3600 0 390 0 21200 0 11821 0 388208 0 0 0 SHAYNE POULIN PHYSICIAN 326521 0 6675 0 351 0 21200 0 19899 0 374646 0 0 0 TAMMY NGUYEN PHYSICIAN 318608 0 23700 0 1556 0 21200 0 9260 0 374324 0 0 0 MAHZADEH NOURIZADEH CLINICIAN 318245 0 23700 0 1556 0 21200 0 7564 0 372265 0 0 0 RAMONA THOMAS GENERAL COUNSEL 330450 0 3600 0 990 0 3327 0 15090 0 353457 0 0 0 JESSICA CHINEN VP FINANCE 282094 0 3600 0 525 0 20418 0 19445 0 326082 0 0 0 PART I, LINE 4B THE CEO ACCRUED $20,500 IN A SECTION 457F PLAN. X 1 37495 FMV 0 0 0 0 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B 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 PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. REQUIRES ALL EMPLOYEES TO DISCLOSE CONFLICTS OF INTEREST AND POTENTIAL CONFLICTS UPON HIRE BY SIGNING A DISCLOSURE FORM, AND ON AN ONGOING BASIS THROUGHOUT THEIR EMPLOYMENT. PPOSBC ALSO REQUIRES ALL MEMBERS OF ITS BOARD OF DIRECTORS TO DISCLOSE CONFLICTS AND POTENTIAL CONFLICTS ANNUALLY BY SIGNING A DISCLOSURE FORM, AND ON AN ONGOING BASIS. PPOSBC HAS CONFLICTS OF INTEREST POLICIES SPECIFIC TO STAFF AND BOARD MEMBERS THAT SET FORTH PROCEDURES FOR SELF-REPORTING AND THIRD-PARTY REPORTING OF ACTUAL AND POTENTIAL CONFLICTS OF INTEREST. THE POLICIES ALSO INCLUDE PROCESSES FOR EVALUATING SUCH CONFLICTS WHICH, FOR BOARD MEMBERS, INCLUDES A BOARD VOTE ON THE TRANSACTION. RESTRICTIONS IMPOSED VARY DEPENDING ON THE NATURE OF THE CONFLICT AND FACTUAL CIRCUMSTANCES, AND INCLUDE PROHIBITION FROM PARTICIPATING IN THE TRANSACTION AT ISSUE, TERMINATION OF/FOREGOING THE TRANSACTION, RESIGNATION OF THE BOARD OR STAFF MEMBER, OR SUCH OTHER ACTIONS AS MAY BE NECESSARY TO ENSURE COMPLIANCE WITH THE APPLICABLE CONFLICTS OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 CEO: COMPENSATION COMMITTEE REVIEWS THE CEO'S COMPENSATION ANNUALLY ALONG WITH PERFORMING AN SALARY SURVEY THROUGH AN INDEPENDENT CONSULTANT. THE FINAL COMPENSATION IS RECOMMENDED TO THE BOARD OF DIRECTORS FOR APPROVAL AND ANY DETERMINATIONS ARE CONTEMPORANEOUSLY DOCUMENTED. 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 THE PLANNED PARENTHOOD ORANGE & SAN BERNARDINO COU 801 E KATELLA AVE ANAHEIM CA 92805 330468988 EDUCATION AND ADVOCACY CA 501(C)(4) 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0