2026-05-08T16:21:42-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 333 BUSH STREET STE 1000 SAN FRANCISCO CA 94104 990 2024-07-01 956152773 PLANNED PARENTHOODORANGE AND SAN BERNARDINO COUNTIES INC PLAN 7146336373 801 E KATELLA AVE ANAHEIM CA 92805 KRISTA HOLLINGER PRESIDENT/CEO 7146336373 2026-05-08 1 1 MICHAEL LUMSDEN P01262236 4159561500 2026-05-08 2024 2025-03-06 01:10:19Z MELODY HEALTH KRISTA HOLLINGER 801 E KATELLA AVE ANAHEIM CA 92805 112184988 0 X WWW.PLANNEDPARENTHOOD.ORG X 1965 CA PROVIDE LEADERSHIP, EDUCATION, AND HEALTH SERVICES IN THE AREA OF WOMEN'S HEALTH SERVICES. 23 23 673 247 0 0 9389002 11104550 99549120 98415957 1445533 2282279 747240 172245 111130895 111975031 3173973 1358610 0 0 62272912 67837754 0 0 1182803 40681223 43404321 106128108 112600685 5002787 -625654 137873576 135667608 31972099 29321777 105901477 106345831 X PLANNED PARENTHOOD ORANGE AND SAN BERNARDINO COUNTIES PROVIDES AN EXCEPTIONAL HEALTH CARE EXPERIENCE FOR EVERY PATIENT, PROTECTS AND PROMOTES THE FUNDAMENTAL RIGHT OF ALL INDIVIDUALS TO MAKE THEIR OWN PERSONAL HEALTH DECISIONS, AND ADVOCATES FOR AND DELIVERS COMPREHENSIVE EDUCATION TO CREATE HEALTHIER COMMUNITIES. 0 0 80908309 0 98414187 PLANNED PARENTHOOD IS ONE OF THE NATION'S LEADING PROVIDERS OF HIGH-QUALITY, AFFORDABLE HEALTH CARE, AND THE NATIONS' 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 246,659. 3427081 0 0 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 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 79,500 NUTRITION EDUCATION, BREASTFEEDING, AND FOOD ASSISTANCE SESSIONS. 2968672 1358610 0 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. 2002831 0 1770 EDUCATION SERVICES - EVIDENCE-BASED, AGE APPROPRIATE AND MEDICALLY ACCURATE SEX EDUCATION AND YOUTH DEVELOPMENT PROGRAMS FOR THOSE AGES 13 TO 24, PARTNER ORGANIZATION AND PARENT/CARING ADULT TRAININGS, CASE MANAGEMENT FOR YOUNG PARENTS, AND COMMUNITY OUTREACH. 2002831 0 1770 89306893 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 94 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 NANCY KRIZ BOARD CHAIR 1.00 0.00 X X 0 0 0 GLORIA MACIAS HARRISON BOARD VICE CHAIR 1.00 0.00 X X 0 0 0 BRADLEY GILBERT MD BOARD SECRETARY 1.00 0.00 X X 0 0 0 ANDY THORBURN BOARD TREASURER 1.00 2.00 X X 0 0 0 THY BUI BOARD MEMBER 1.00 2.00 X 0 0 0 RABBI HILLEL COHN BOARD MEMBER 1.00 0.00 X 0 0 0 GERARD CURTIN BOARD MEMBER 1.00 0.00 X 0 0 0 VALERIE DIXON BOARD MEMBER 1.00 0.00 X 0 0 0 REBECCA GOMEZ PHD BOARD MEMBER 1.00 0.00 X 0 0 0 JANE HANAUER BOARD MEMBER 1.00 0.00 X 0 0 0 RAY JANKOWSKI BOARD MEMBER 1.00 0.00 X 0 0 0 JEANNA KENDRICK BOARD MEMBER 1.00 0.00 X 0 0 0 DEBI LAMBERT BOARD MEMBER 1.00 0.00 X 0 0 0 DIANNE LANDEROS BOARD MEMBER 1.00 2.00 X 0 0 0 CAROL MAJOR MD BOARD MEMBER 1.00 0.00 X 0 0 0 HOMEIRA MEHRABIAN MD BOARD MEMBER 1.00 0.00 X 0 0 0 LENA NGUYEN MD BOARD MEMBER 1.00 0.00 X 0 0 0 SUSAN PICKLE BOARD MEMBER 1.00 0.00 X 0 0 0 DIANA RODRIGUEZ BOARD MEMBER 1.00 0.00 X 0 0 0 THOMAS RUIZ MD BOARD MEMBER 1.00 0.00 X 0 0 0 BEVERLY SANSONE MD BOARD MEMBER 1.00 0.00 X 0 0 0 KATHY VRABECK BOARD MEMBER 1.00 0.00 X 0 0 0 BILL WOOD BOARD MEMBER 1.00 0.00 X 0 0 0 JON DUNN PRESIDENT/CHIEF EXECUTIVE OFFICER 40.00 2.00 X 740403 0 47573 JESSICA CHINEN SR. VP OF FINANCE 40.00 0.00 X 322353 0 45958 JANET JACOBSON MED DIR, SR. VP OF CLINICAL SERVICES 40.00 0.00 X 479654 0 38826 KRISTA HOLLINGER CHIEF OPERATIONS OFFICER 40.00 0.00 X 441113 0 32692 SHANNON CONNOLLY ASSOCIATE MEDICAL DIRECTOR 40.00 0.00 X 403935 0 34360 SHAYNE POULIN PHYSICIAN 40.00 0.00 X 360666 0 47119 RAMONA THOMAS GENERAL COUNSEL, VP OF COMPL/RISK 40.00 0.00 X 368501 0 38120 SRINIVASA YARRAMSETTI SR. VP OF INFORMATION TECHNOLOGY 40.00 0.00 X 354951 0 47145 DEBORAH GLUBCZYNSKI PHYSICIAN 40.00 0.00 X 365827 0 32368 3837403 0 364161 166 0 1 0 COASTAL PACIFIC CONSTRUCTION INC 28 EDELMAN IRVINE CA 92618 CONSTRUCTION SERVICES 3104089 ELITE PROTECTIVE & INVESTIGATIVE SERVICE 16458 BOLSA CHICA ST HUNTINGTON BEACH CA 92649 SECURITY SERVICES 2269725 OPEN HAND MEDIA 265 TERMINO AVE LONG BEACH CA 90803 MARKETING SERVICES 1289224 JMG SECURITY SYSTEMS INC 17150 NEWHOPE STREET 109 FOUNTAIN VALLEY CA 92708 SECURITY SERVICES 463135 LG CAMPAIGNS 5201 GILGUNN WAY SACRAMENTO CA 95822 CONSULTING SERVICES 423286 9 305866 4890086 5908598 45757 11104550 NET PATIENT SERVICE RE 621400 98414187 98414187 TRAINING REVENUE 621400 1770 1770 98415957 2282279 2282279 27255 0 27255 27255 27255 0 305866 209957 -209957 -209957 MISCELLANEOUS REVENUE 900099 220397 220397 RESOURCE SHARING REVEN 900099 134550 134550 354947 111975031 98415957 0 2454524 1358610 1358610 2148571 992285 1156286 50957284 41161525 9030261 765498 2297752 1868378 393491 35883 8309882 6663801 1520781 125300 4124265 3293880 768677 61708 192069 192069 134628 134628 106084 106084 6600179 3855382 2684797 60000 1205127 1103422 101705 618527 459357 158112 1058 1799159 798535 995624 5000 4710991 4010926 692460 7605 229862 165991 59384 4487 34870 5325 29448 97 607931 328674 251698 27559 600725 600725 3047081 2222614 792002 32465 1406459 1370879 35580 MEDICAL SUPPLIES 17244850 17244850 FURNITURE & EQUIPMENT 1313710 607326 701612 4772 COMMUNICATION & MAILING 1010701 775389 191199 44113 PUBLICATIONS/SUBSCRIPTI 63650 19937 43713 2477718 399082 2071378 7258 112600685 89306893 22110989 1182803 21493280 3881046 27265573 38268818 1135901 1216156 9963049 10134332 1671967 1873361 816206 1947772 65114324 25566876 38155772 39547448 25613630 28121523 742768 742768 11015430 9934384 137873576 135667608 7061132 6900353 1322390 244161 12995426 12139022 10593151 10038241 31972099 29321777 X 105895168 106338255 6309 7576 105901477 106345831 137873576 135667608 X -625654 1354434 -284426 X 0 1 X 1 1 1 X 6573863 8585282 10590144 9389002 11104550 46242841 80994838 86524394 94811673 99549120 98415957 460295982 87568701 95109676 105401817 108938122 109520507 506538823 5000 15000 21207 42050 28911 112168 0 5000 15000 21207 42050 28911 112168 506426655 356633 821305 786045 1457294 2309534 5730811 356633 821305 786045 1457294 2309534 5730811 128494 43169 171663 561101 356383 414815 772568 354947 2459814 88486435 96415858 106645846 111167984 112184988 514901111 0.98350 0.98620 0.01110 0.00800 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 561,101. 2021 AMOUNT: $ 356,383. 2022 AMOUNT: $ 414,815. 2023 AMOUNT: $ 772,568. 2024 AMOUNT: $ 354,947. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5777776 5777776 36828839 12068706 24760133 9862281 5815159 4047122 8810368 6538736 2271632 3835060 1144275 2690785 39547448 OPERATING RIGHT-OF-USE ASSETS 9436338 INTEREST RATE SWAP RECEIVABLE 309175 DEPOSITS 149143 CHARITABLE GIFT ANNUITY RECEIVABLE 18113 DUE FROM CAF OF PPOSBC 21615 9934384 OPERATING LEASE LIABILITIES 10023187 CHARITABLE GIFT ANNUITY LIABILITY 10538 DUE TO CAF OF PPOSBC 4516 10038241 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. ANNUAL LUNCHEON 269771 269771 100339 27309 36575 SB COUNTY EVENT 22853 22853 7035 15225 11840 1 13242 13242 400 11234 305866 305866 107374 42934 59649 209957 -209957 1 COMMUNITY ACTION FUND OF PPOSBC 801 E KATELLA AVE ANAHEIM CA 92805 330468988 501(C)(4) 981110 0 EDUCATION AND ADVOCACY PLANNED PARENTHOOD GREATER MEMPHIS REGION INC 2430 POPLAR SUITE 100 MEMPHIS TN 38112 626073178 501(C)(3) 250000 0 GENERAL SUPPORT OF COMMON INTEREST IN FAMILY PLANNING SERVICES PLANNED PARENTHOOD SOUTH TEXAS 2140 BABCOCK ROAD 201 SAN ANTONIO TX 78229 741297211 501(C)(3) 100000 0 GENERAL SUPPORT OF COMMON INTEREST IN FAMILY PLANNING SERVICES PLANNED PARENTHOOD PASADENA & SAN GABRIEL VALLEY 2333 N LAKE AVE 2ND FLOOR ALTADENA CA 91001 951916050 501(C)(3) 10000 0 SUPPORT FOR EMPLOYEES FROM EDEN FIRE PLANNED PARENTHOOD LOS ANGELES 400 WEST 30TH STREET LOS ANGELES CA 90007 952408623 501(C)(3) 10000 0 SUPPORT FOR EMPLOYEES FROM PALISADES FIRE 4 1 PART I, LINE 2: INVOICES SUBMITTED TO PPOSBC 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 BEING PROCESSED. PERIODIC REPORTS ARE ALSO SENT TO PPOSBC, AND FOR MOST GRANTS A FINANCIAL AUDIT AND PROGRAM EVALUATION (QA) IS PERFORMED EVERY 2 YEARS. X X X X 0 1 0 0 0 0 0 0 0 JON DUNN PRESIDENT/CHIEF EXECUTIVE OFFICER 672694 0 0 0 67709 0 27300 0 20273 0 787976 0 0 0 JANET JACOBSON MED DIR, SR. VP OF CLINICAL SERVICES 477332 0 0 0 2322 0 27300 0 11526 0 518480 0 0 0 KRISTA HOLLINGER CHIEF OPERATIONS OFFICER 439703 0 0 0 1410 0 19675 0 13017 0 473805 0 0 0 SHANNON CONNOLLY ASSOCIATE MEDICAL DIRECTOR 403395 0 0 0 540 0 27300 0 7060 0 438295 0 0 0 SHAYNE POULIN PHYSICIAN 360130 0 50 0 486 0 27300 0 19819 0 407785 0 0 0 RAMONA THOMAS GENERAL COUNSEL, VP OF COMPL/RISK 366761 0 0 0 1740 0 27300 0 10820 0 406621 0 0 0 SRINIVASA YARRAMSETTI SR. VP OF INFORMATION TECHNOLOGY 351429 0 0 0 3522 0 27300 0 19845 0 402096 0 0 0 DEBORAH GLUBCZYNSKI PHYSICIAN 364585 0 0 0 1242 0 25308 0 7060 0 398195 0 0 0 JESSICA CHINEN SR. VP OF FINANCE 321543 0 0 0 810 0 26186 0 19772 0 368311 0 0 0 PART I, LINE 4B THE 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) RETIREMENT PLAN, NOR WERE ANY AMOUNTS REPORTED AS TAXABLE COMPENSATION DUE TO VESTING OF THE 457(F) RETIREMENT PLAN. X 1 7200 SELLING PRICE X 2 38557 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED (DEFINED AS EACH SEPARATE GIFT) ON SCHEDULE M, PART I, COLUMN (B). 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 PPOSBC 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. PPOSBC 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. 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 PRESIDENT/CEO: THE COMPENSATION COMMITTEE REVIEWS THE PRESIDENT/CEO'S COMPENSATION ANNUALLY ALONG WITH PERFORMING A 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: THE HUMAN RESOURCES DEPARTMENT ACCUMULATED COMPARABILITY DATA FROM OTHER AFFILIATES AND THE PRIVATE SECTOR, BASED-ON JOB DESCRIPTIONS. COMPENSATION IS THEN DETERMINED BY INDEPENDENT MEMBERS OF THE EXECUTIVE MANAGEMENT TEAM. 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 XI, LINE 9: GAIN ON INTEREST RATE SWAP VALUATION -285,693. CHANGE IN VALUE OF CHARITABLE GIFT ANNUITY 1,267. COMMUNITY ACTION FUND OF PPOSBC 801 E KATELLA AVE ANAHEIM CA 92805 330468988 EDUCATION AND ADVOCACY CA 501(C)(4) PPOSBC 1 PPOSBC ACTION FUND 801 E KATELLA AVE ANAHEIM CA 92805 710996360 POLITICAL ACTIVITY CA 527 CAFPPOSBC 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 COMMUNITY ACTION FUND OF PPOSBC B 981110 BOOK VALUE / FMV COMMUNITY ACTION FUND OF PPOSBC O 106891 BOOK VALUE / FMV