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← PLANNED PARENTHOOD-ORANGE AND SAN BERNARDINO COUNTIES INC

Form 990 for tax year 2022

Filed by PLANNED PARENTHOOD-ORANGE AND SAN BERNARDINO COUNTIES INC.

Totals

Total revenue
$106,484,453
Total expenses
$99,188,330
Contributions and grants received
$10,590,144
Grants paid
$500,000
Program service revenue
$94,811,673
Investment income
$760,354
Other revenue
$322,282
Total assets, end of year
$131,174,458
Total liabilities, end of year
$33,144,989
Net assets or fund balances, end of year
$98,029,469
Program services expenses (Part IX)
$79,083,680
Management and general expenses
$19,330,436
Fundraising expenses
$774,214
Program service expenses (Part III)
$79,083,680

Program services were 79.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $3,739,598

  • 1f · All other contributions, gifts and grants

    $6,850,546

  • 1g · Noncash contributions included above

    $37,495

  • 2a · Program service revenue: NET PATIENT SERVICES

    total $94,810,673 · related or exempt $94,810,673

  • 2b · Program service revenue: TRAINING REVENUE

    total $1,000 · related or exempt $1,000

  • 3 · Investment income

    total $760,354 · excluded $760,354

  • 6a · Gross rents

    real property $25,691

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $25,691

  • 6d · Net rental income or loss

    total $25,691 · excluded $25,691

  • 8a · Fundraising events: gross income

    $108,314

  • 8b · Fundraising events: direct expenses

    $65,145

  • 8c · Net income from fundraising events

    total $43,169 · excluded $43,169

  • 11a · Other revenue: RESOURCE SHARING REVEN

    total $216,795 · excluded $216,795

  • 11b · Other revenue: CREDIT CARD REBATES

    total $198,020 · excluded $198,020

  • 11c · Other revenue: LOSS ON ASSET DISPOSAL

    total -$161,393 · excluded -$161,393

  • 11e · Other revenue, total

    $253,422

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $500,000 · program services $500,000

  • 5 · Compensation of officers, directors and key employees

    total $2,103,716 · program services $683,505 · management and general $1,420,211

  • 7 · Other salaries and wages

    total $42,675,376 · program services $34,620,618 · management and general $7,560,255 · fundraising $494,503

  • 8 · Pension plan contributions

    total $2,724,057 · program services $2,243,685 · management and general $448,818 · fundraising $31,554

  • 9 · Other employee benefits

    total $6,065,726 · program services $4,893,169 · management and general $1,105,206 · fundraising $67,351

  • 10 · Payroll taxes

    total $3,400,548 · program services $2,720,320 · management and general $643,008 · fundraising $37,220

  • 11b · Fees: legal

    total $70,614 · management and general $70,614

  • 11c · Fees: accounting

    total $120,373 · program services $78,993 · management and general $41,347 · fundraising $33

  • 11f · Fees: investment management

    total $90,382 · management and general $90,382

  • 11g · Fees: other

    total $5,270,431 · program services $3,279,162 · management and general $1,990,154 · fundraising $1,115

  • 12 · Advertising and promotion

    total $813,441 · program services $533,811 · management and general $279,410 · fundraising $220

  • 13 · Office expenses

    total $1,738,453 · program services $1,322,400 · management and general $387,880 · fundraising $28,173

  • 16 · Occupancy

    total $4,537,158 · program services $3,583,991 · management and general $922,944 · fundraising $30,223

  • 17 · Travel

    total $232,469 · program services $156,249 · management and general $76,059 · fundraising $161

  • 21 · Payments to affiliates

    total $1,047,466 · program services $1,047,466

  • 22 · Depreciation, depletion and amortization

    total $3,339,185 · program services $2,423,115 · management and general $885,724 · fundraising $30,346

  • 23 · Insurance

    total $917,857 · program services $892,845 · management and general $25,012

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $15,510,986 · program services $15,510,986

  • 24b · Other expenses: BAD DEBT EXPENSE

    total $3,626,532 · program services $3,626,532

  • 24c · Other expenses: OTHER OPERATING EXP

    total $3,573,001 · program services $604,143 · management and general $2,920,914 · fundraising $47,944

  • 24d · Other expenses: FURNITURE & EQUIPMENT

    total $830,559 · program services $362,690 · management and general $462,498 · fundraising $5,371

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $20,315,065 · end of year $22,038,470

  • 2 · Savings and temporary cash investments

    beginning of year $18,349,141 · end of year $19,686,511

  • 3 · Pledges and grants receivable

    beginning of year $1,710,287 · end of year $2,652,185

  • 4 · Accounts receivable

    beginning of year $12,326,849 · end of year $11,006,992

  • 8 · Inventories for sale or use

    beginning of year $1,218,042 · end of year $2,443,873

  • 9 · Prepaid expenses and deferred charges

    beginning of year $726,930 · end of year $842,450

  • 10a · Land, buildings and equipment: cost or other basis

    $57,007,627

  • 10b · Land, buildings and equipment: accumulated depreciation

    $19,339,466

  • 10c · Land, buildings and equipment, net

    beginning of year $38,132,466 · end of year $37,668,161

  • 11 · Investments: publicly traded securities

    beginning of year $12,602,796 · end of year $14,132,235

  • 12 · Investments: other securities

    beginning of year $5,179,897 · end of year $8,652,078

  • 15 · Other assets

    beginning of year $75,026 · end of year $12,051,503

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,847,929 · end of year $7,543,199

  • 19 · Deferred revenue

    end of year $2,157

  • 23 · Secured mortgages and notes payable

    beginning of year $14,620,388 · end of year $13,820,017

  • 25 · Other liabilities

    beginning of year $721,635 · end of year $11,779,616

  • 27 · Net assets without donor restrictions

    beginning of year $88,426,098 · end of year $98,023,907

  • 28 · Net assets with donor restrictions

    beginning of year $20,449 · end of year $5,562

Mission and programs · 2022

Mission

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.

Activities or mission (Part I)

PROVIDE LEADERSHIP, EDUCATION, AND HEALTH SERVICES IN THE AREA OF WOMEN'S HEALTH SERVICES.

  • 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.

    Expenses $73,899,065 · Grants $500,000 · Revenue $94,811,673

  • 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.

    Expenses $3,028,756

  • 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.

    Expenses $2,155,859

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • PATRICIA O'BRIEN

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MICHELE GOODWIN

    CHAIR ELECT

    Total calculated
    $0
    Hours/week
    1

  • NANCY KRIZ

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • VALERIE DIXON

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • ANDY THORBURN

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • AFSANEH ALISOBHANI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BOB BRAUN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RABBI HILLEL COHN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BRADLEY GILBERT MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JANE HANAUER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DIANNE LANDEROS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LENA NGUYEN MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SUSAN PICKLE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ROBBIE PREPAS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • THOMAS RUIZ MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KRISTY SANTIMYER-MELITA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DEBORAH WING MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BILL WOOD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RAY JANKOWSKI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DEBI LAMBERT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CAROL MAJOR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BEVERLY SANSONE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GLORIA MACIAS HARRISON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JON DUNN

    PRESIDENT/CEO

    Total calculated
    $692,905
    From this org
    $633,916
    From related orgs
    $0
    Other
    $58,989
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $628,426
    Bonus
    $1,200
    Other
    $4,290
    Deferred
    $41,700
    Nontaxable benefits
    $17,289
    Filer's total
    $692,905

  • JESSICA CHINEN

    VP FINANCE

    Total calculated
    $326,082
    From this org
    $286,219
    From related orgs
    $0
    Other
    $39,863
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $282,094
    Bonus
    $3,600
    Other
    $525
    Deferred
    $20,418
    Nontaxable benefits
    $19,445
    Filer's total
    $326,082

  • JANET JACOBSON

    MD AND VP OF CLINICAL SEV

    Total calculated
    $464,496
    From this org
    $427,606
    From related orgs
    $0
    Other
    $36,890
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $422,569
    Bonus
    $3,600
    Other
    $1,437
    Deferred
    $21,200
    Nontaxable benefits
    $15,690
    Filer's total
    $464,496

  • KRISTA HOLLINGER

    COO

    Total calculated
    $406,402
    From this org
    $380,517
    From related orgs
    $0
    Other
    $25,885
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $375,760
    Bonus
    $3,600
    Other
    $1,157
    Deferred
    $17,550
    Nontaxable benefits
    $8,335
    Filer's total
    $406,402

  • SHANNON CONNOLLY

    ASSOCIATE MEDICAL DIRECTOR

    Total calculated
    $388,208
    From this org
    $355,187
    From related orgs
    $0
    Other
    $33,021
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $351,197
    Bonus
    $3,600
    Other
    $390
    Deferred
    $21,200
    Nontaxable benefits
    $11,821
    Filer's total
    $388,208

  • SHAYNE POULIN

    PHYSICIAN

    Total calculated
    $374,646
    From this org
    $333,547
    From related orgs
    $0
    Other
    $41,099
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $326,521
    Bonus
    $6,675
    Other
    $351
    Deferred
    $21,200
    Nontaxable benefits
    $19,899
    Filer's total
    $374,646

  • TAMMY NGUYEN

    PHYSICIAN

    Total calculated
    $374,324
    From this org
    $343,864
    From related orgs
    $0
    Other
    $30,460
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $318,608
    Bonus
    $23,700
    Other
    $1,556
    Deferred
    $21,200
    Nontaxable benefits
    $9,260
    Filer's total
    $374,324

  • MAHZADEH NOURIZADEH

    CLINICIAN

    Total calculated
    $372,265
    From this org
    $343,501
    From related orgs
    $0
    Other
    $28,764
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $318,245
    Bonus
    $23,700
    Other
    $1,556
    Deferred
    $21,200
    Nontaxable benefits
    $7,564
    Filer's total
    $372,265

  • RAMONA THOMAS

    GENERAL COUNSEL

    Total calculated
    $353,457
    From this org
    $335,040
    From related orgs
    $0
    Other
    $18,417
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $330,450
    Bonus
    $3,600
    Other
    $990
    Deferred
    $3,327
    Nontaxable benefits
    $15,090
    Filer's total
    $353,457

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
THE CEO ACCRUED $20,500 IN A SECTION 457F PLAN.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
1 November 2023
IRS schema version
2022v5.0
Source object
202303109349302955

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