2026-05-08T16:28:43-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 333 BUSH STREET STE 1000 SAN FRANCISCO CA 94104 990 2024-07-01 330468988 COMMUNITY ACTION FUND OF PLANNED PARENTHOOD ORANGE & SAN BERNARDINO COMM 7143971170 801 E KATELLA AVE ANAHEIM CA 92805 KRISTA HOLLINGER PRESIDENT/CEO 7143971170 2026-05-08 1 1 MICHAEL LUMSDEN P01262236 4159561500 2026-05-08 2024 2025-03-06 01:10:19Z KRISTA HOLLINGER 801 E KATELLA AVE ANAHEIM CA 92805 1255181 0 X WWW.PPACTIONCA.ORG X 1991 CA ENCOURAGE AND PROTECT INDIVIDUAL CHOICE REGARDING REPRODUCTIVE HEALTH CARE, ADVOCATE PUBLIC POLICY FOR HEALTH CARE, AND FOSTER AND PRESERVE A SOCIAL AND POLITICAL CLIMATE FAVORABLE TO REPRODUCTIVE CHOICE. 20 20 0 195 0 0 2367960 1253171 0 0 0 0 0 -4498 2367960 1248673 597024 750000 0 0 90925 91046 0 0 54594 999221 1104491 1687170 1945537 680790 -696864 1087411 125858 289022 24333 798389 101525 X THE COMMUNITY ACTION FUND (CAF) IS THE POLITICAL AND ADVOCACY ARM OF PLANNED PARENTHOOD OF ORANGE AND SAN BERNARDINO COUNTIES. THE CAF PROTECTS AND ADVANCES REPRODUCTIVE RIGHTS, ACCESS TO ABORTION, AND COMPREHENSIVE SEXUAL HEALTH EDUCATION THROUGH ELECTORAL EFFORTS, LEGISLATIVE ADVOCACY, ISSUE EDUCATION, AND COMMUNITY BUILDING. THE CAF IS AN INDEPENDENT, NONPROFIT, AND NONPARTISAN ORGANIZATION. 0 0 1783770 750000 0 COMMUNITY ACTION FUND OF PLANNED PARENTHOOD ORANGE AND BERNARDINO COUNTIES, INC. (CAF), AN AFFILIATE OF PLANNED PARENTHOOD ORANGE AND SAN BERNARDINO COUNTIES (PPOSBC), IS A NOT-FOR-PROFIT CALIFORNIA CORPORATION WHOSE PRIMARY PURPOSE IS TO ENCOURAGE AND PROTECT INFORMED INDIVIDUAL CHOICE REGARDING REPRODUCTIVE HEALTH CARE AND ADVOCATE PUBLIC POLICIES WHICH GUARANTEE THE RIGHT AS WELL AS FULL AND NONDISCRIMINATORY ACCESS TO SUCH CARE. IT ALSO AIMS TO FOSTER AND PRESERVE A SOCIAL AND POLITICAL CLIMATE FAVORABLE TO THE EXERCISE OF REPRODUCTIVE CHOICE. 1783770 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 8 0 1 0 0 0 0 0 1 1 0 0 0 X 20 20 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X JESSICA CHINEN 7146336373 801 E KATELLA AVE ANAHEIM CA 92805 MICHELLE BARTLETT CHAIR 1.00 1.00 X X 0 0 0 MIKA SAVANI VICE CHAIR 1.00 1.00 X X 0 0 0 KRISTIN WASHINGTON SECRETARY 1.00 1.00 X X 0 0 0 LYNN GIRVIN TREASURER 1.00 1.00 X X 0 0 0 KATIE ARTHUR DIRECTOR 1.00 1.00 X 0 0 0 STEPHANIE BOLTON MD DIRECTOR 1.00 1.00 X 0 0 0 RICHARD BRUCK PHD DIRECTOR 1.00 1.00 X 0 0 0 THY BUI DIRECTOR 1.00 2.00 X 0 0 0 AMY CAPELLE DIRECTOR 1.00 1.00 X 0 0 0 PRISCILLA HUANG DIRECTOR 1.00 1.00 X 0 0 0 PAMELA KAMPS DIRECTOR 1.00 1.00 X 0 0 0 DIANNE LANDEROS DIRECTOR 1.00 2.00 X 0 0 0 SUSAN LEW DIRECTOR 1.00 1.00 X 0 0 0 DEBBIE LIU PHD DIRECTOR 1.00 1.00 X 0 0 0 CASSIE MACDUFF DIRECTOR 1.00 1.00 X 0 0 0 EILEEN CARAVELLO PENAN DIRECTOR 1.00 1.00 X 0 0 0 KATE PRETORIUS DIRECTOR 1.00 1.00 X 0 0 0 LYNNE RIDDLE DIRECTOR 1.00 1.00 X 0 0 0 MARCUS ROSENCRANTZ MD DIRECTOR 1.00 1.00 X 0 0 0 ANDREW THORBURN DIRECTOR 1.00 2.00 X 0 0 0 JON DUNN PRESIDENT/CEO 1.00 41.00 X 0 740403 47573 0 740403 47573 0 0 1 0 0 37098 981110 234963 1253171 2010 37098 6508 -4498 -4498 1248673 0 0 -4498 750000 750000 72836 20407 39671 12758 18210 5102 9918 3190 23452 15773 7679 24150 24150 17000 17000 7665 31 1085 6549 71 71 24723 1018 1723 21982 19495 19257 238 952896 952896 1248 1248 CATERING/MEALS 9884 9884 ADVOCACY/ORGANIZING EXP 6957 6953 4 HCDP INCENTIVES 6752 6752 ALLOCATED OVERHEAD 1827 469 1358 8371 1980 3028 3363 1945537 1783770 107173 54594 848199 86108 239212 39750 1087411 125858 288123 24333 899 0 289022 24333 X 798389 101525 798389 101525 1087411 125858 -696864 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE FROM RELATED ORGANIZATIONS 39750 39750 X PART X, LINE 2: PLANNED PARENTHOOD HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2025, PLANNED PARENTHOOD DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. LORELLEN GREEN DONOR HOSTED RECEP 10703 10703 969 C4 HOLIDAY PARTY 10295 10295 3 18110 16100 2010 2010 3529 39108 37098 2010 2010 4498 6508 -4498 1 ARIZONA FOR ABORTION ACCESS 2800 N CENTRAL AVE SUITE 1900 PHOENIX AZ 85004 680587591 501(C)(4) 250000 0 CONTRIBUTION TO DEFEAT INITIATIVE NEVADANS FOR REPRODUCTION FREEDOM 428 J STREET SUITE 412 SACRAMENTO CA 95814 933301795 250000 0 CONTRIBUTION TO DEFEAT INITIATIVE MONTANANS SECURING REPRODUCTIVE RIGHTS PO BOX 1047 HELENA MT 59624 934612109 501(C)(4) 100000 0 CONTRIBUTION TO DEFEAT INITIATIVE COALITION TO PROTECT ACCESS TO HEALTHCARE 2350 KERNER BLVD 250 SAN RAFAEL CA 94901 921017935 501(C)(4) 100000 0 CONTRIBUTION TO DEFEAT INITIATIVE COLORADANS FOR PROTECTING REPRODUCTIVE FREEDOM 191 UNIVERSITY BLVD STE 118 DENVER CO 80206 934120754 501(C)(4) 50000 0 CONTRIBUTION TO DEFEAT INITIATIVE 0 5 PART I, LINE 2: GRANTS ARE MADE EITHER TO ORGANIZATIONS OR COMMITTEES FOR WHICH THE CAF HAS A CLOSE, CONTINUOUS WORKING RELATIONSHIP WITH AND/OR ORGANIZATIONS OR COMMITTEES SUPPORTING CAUSES CAF ALSO SUPPORTS. FOR GRANTS TO COMMITTEES, FPPC NUMBERS ARE VERIFIED BY ATTORNEYS PRIOR TO DISBURSEMENT. PROPER USE OF GRANT FUNDS IS VERIFIED BY THE MONITORING OF ACTIVITIES OF SUCH ORGANIZATIONS AND/OR COMMITTEES. 0 1 0 0 0 0 0 0 0 JON DUNN PRESIDENT/CEO 0 740403 0 0 0 0 0 27300 0 20273 0 787976 0 0 PART I, LINE 3 PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC., A RELATED ORGANIZATION, UTILIZES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION OF THE PRESIDENT & CEO: COMPENSATION COMMITTEE; INDEPENDENT COMPENSATION CONSULTANT; COMPENSATION SURVEY OR STUDY; AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. PART I, LINE 4B PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC., A RELATED ORGANIZATION, SPONSORS A NON-QUALIFIED 457(F) RETIREMENT PLAN FOR THE BENEFIT OF THE PRESIDENT & CEO. DURING THE 2024 CALENDAR YEAR, THERE WERE NO EMPLOYER CONTRIBUTIONS TO THE 457(F) PLAN, NOR WERE ANY AMOUNTS REPORTED AS TAXABLE COMPENSATION DUE TO VESTING OF THE 457(F) RETIREMENT PLAN. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION DOES NOT HAVE "MEMBERS" BY DEFINITION OF THE BYLAWS; HOWEVER, THE FORM 990 INSTRUCTIONS FURTHER DEFINES A "MEMBER" AS ANY PERSON (INCLUDING A CORPORATION OR OTHER LEGAL ENTITY) WITH THE POWER TO ELECT MEMBERS OF THE GOVERNING BODY. ACCORDINGLY, THE ORGANIZATION HAS ONE SOLE MEMBER: PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES SHALL DESIGNATE ALL MEMBERS OF THE BOARD OF DIRECTORS OF COMMUNITY ACTION FUND OF PLANNED PARENTHOOD ORANGE & SAN BERNARDINO COUNTIES. FORM 990, PART VI, SECTION A, LINE 7B REPEAL OR AMENDMENT OF CERTAIN SECTIONS OF THE BYLAWS MAY BE MADE ONLY WITH THE APPROVAL IN WRITING OF THE PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX ACCOUNTANT IN CONJUNCTION WITH THE ORGANIZATION'S ACCOUNTING AND FINANCE STAFF. THE FORM 990 IS THEN REVIEWED BY THE ORGANIZATION'S EXECUTIVE MANAGEMENT; ADJUSTMENTS ARE MADE, AS NECESSARY. A COMPLETE COPY OF THE FORM 990 IS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF DIRECTORS VIA WEB PORTAL FOR THEIR REVIEW PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C CAF REQUIRES ALL EMPLOYEES TO DISCLOSE ACTUAL AND POTENTIAL CONFLICTS OF INTERESTS UPON HIRE BY SIGNING A DISCLOSURE FORM, AND ON ONGOING BASIS THROUGHOUT THEIR EMPLOYMENT. CAF ALSO REQUIRES ALL MEMBERS OF ITS BOARD OF DIRECTORS TO DISCLOSE ACTUAL AND POTENTIAL CONFLICTS OF INTERESTS ANNUALLY BY SIGNING A DISCLOSURE FORM, AND ON AN ONGOING BASIS. CAF 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 FORM 990, PART VI, SECTION B, LINES 15A AND 15B HAS BEEN ANSWERED "NO" AS ALL OFFICERS AND KEY EMPLOYEES ARE COMPENSATED BY A RELATED ORGANIZATION. 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. PLANNED PARENTHOODORANGE AND SAN BERNARDINO COUNTIES INC 801 E KATELLA AVE ANAHEIM CA 92805 956152773 HEALTH CARE SERVICES CA 501(C)(3) LINE 10 N/A 0 PPOSBC ACTION FUND 801 E KATELLA AVE ANAHEIM CA 92805 710996360 POLITICAL ACTIVITY CA 527 CAFPPOSBC 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0