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← PLANNED PARENTHOOD-ORANGE AND SAN BERNARDINO COUNTIES INC

Form 990 for tax year 2023

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

Totals

Total revenue
$111,130,895
Total expenses
$106,128,108
Contributions and grants received
$9,389,002
Grants paid
$3,173,973
Program service revenue
$99,549,120
Investment income
$1,445,533
Other revenue
$747,240
Total assets, end of year
$137,873,576
Total liabilities, end of year
$31,972,099
Net assets or fund balances, end of year
$105,901,477
Program services expenses (Part IX)
$85,153,152
Management and general expenses
$20,015,842
Fundraising expenses
$959,114
Program service expenses (Part III)
$85,153,152

Program services were 80.2% 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.

  • 1c · Fundraising events

    $218,229

  • 1e · Government grants (contributions)

    $4,074,219

  • 1f · All other contributions, gifts and grants

    $5,096,554

  • 1g · Noncash contributions included above

    $35,123

  • 2a · Program service revenue: NET PATIENT SERVICE RE

    total $99,538,561 · related or exempt $99,538,561

  • 2b · Program service revenue: TRAINING REVENUE

    total $10,559 · related or exempt $10,559

  • 3 · Investment income

    total $1,430,833 · excluded $1,430,833

  • 6a · Gross rents

    real property $26,461

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $26,461

  • 6d · Net rental income or loss

    total $26,461 · excluded $26,461

  • 7a · Gross sales of assets other than inventory

    other assets $14,700

  • 7b · Less cost or other basis and sales expenses

    other assets $0

  • 7c · Gain or loss

    other assets $14,700

  • 7d · Net gain or loss

    total $14,700 · excluded $14,700

  • 8a · Fundraising events: gross income

    $69,501

  • 8a · Fundraising events: contributions included on line 1c

    $218,229

  • 8b · Fundraising events: direct expenses

    $121,290

  • 8c · Net income from fundraising events

    total -$51,789 · excluded -$51,789

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $604,186 · excluded $604,186

  • 11b · Other revenue: RESOURCE SHARING REVEN

    total $168,382 · excluded $168,382

  • 11e · Other revenue, total

    $772,568

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,173,973 · program services $3,173,973

  • 5 · Compensation of officers, directors and key employees

    total $2,016,154 · program services $961,073 · management and general $1,055,081

  • 7 · Other salaries and wages

    total $46,453,892 · program services $37,926,966 · management and general $7,921,372 · fundraising $605,554

  • 8 · Pension plan contributions

    total $2,612,135 · program services $2,148,595 · management and general $430,671 · fundraising $32,869

  • 9 · Other employee benefits

    total $7,439,479 · program services $6,056,797 · management and general $1,291,883 · fundraising $90,799

  • 10 · Payroll taxes

    total $3,751,252 · program services $3,040,977 · management and general $664,849 · fundraising $45,426

  • 11b · Fees: legal

    total $57,429 · management and general $57,429

  • 11c · Fees: accounting

    total $156,525 · management and general $156,525

  • 11f · Fees: investment management

    total $114,206 · management and general $114,206

  • 11g · Fees: other

    total $5,920,592 · program services $3,826,012 · management and general $2,058,680 · fundraising $35,900

  • 12 · Advertising and promotion

    total $1,016,573 · program services $687,836 · management and general $328,737

  • 13 · Office expenses

    total $623,581 · program services $428,745 · management and general $194,363 · fundraising $473

  • 14 · Information technology

    total $1,361,325 · program services $252,455 · management and general $1,070,042 · fundraising $38,828

  • 16 · Occupancy

    total $5,204,818 · program services $4,113,503 · management and general $1,060,488 · fundraising $30,827

  • 17 · Travel

    total $182,659 · program services $124,404 · management and general $56,875 · fundraising $1,380

  • 19 · Conferences, conventions and meetings

    total $32,088 · program services $21,855 · management and general $9,991 · fundraising $242

  • 21 · Payments to affiliates

    total $507,293 · program services $507,293

  • 22 · Depreciation, depletion and amortization

    total $3,180,331 · program services $2,329,815 · management and general $820,122 · fundraising $30,394

  • 23 · Insurance

    total $1,191,858 · program services $1,169,381 · management and general $22,477

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $16,874,368 · program services $16,874,368

  • 24b · Other expenses: COMMUNICATION & MAILING

    total $1,047,567 · program services $805,533 · management and general $201,949 · fundraising $40,085

  • 24c · Other expenses: FURNITURE & EQUIPMENT

    total $824,657 · program services $422,959 · management and general $398,281 · fundraising $3,417

  • 24d · Other expenses: BOOKS & SUBSCRIPTIONS

    total $34,383 · program services $29,745 · management and general $1,718 · fundraising $2,920

  • 24e · All other expenses

    total $2,350,970 · program services $250,867 · management and general $2,100,103

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $22,038,470 · end of year $21,493,280

  • 2 · Savings and temporary cash investments

    beginning of year $19,686,511 · end of year $27,265,573

  • 3 · Pledges and grants receivable

    beginning of year $2,652,185 · end of year $1,135,901

  • 4 · Accounts receivable

    beginning of year $11,006,992 · end of year $9,963,049

  • 8 · Inventories for sale or use

    beginning of year $2,443,873 · end of year $1,671,967

  • 9 · Prepaid expenses and deferred charges

    beginning of year $842,450 · end of year $816,206

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

    $60,675,569

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

    $22,519,797

  • 10c · Land, buildings and equipment, net

    beginning of year $37,668,161 · end of year $38,155,772

  • 11 · Investments: publicly traded securities

    beginning of year $22,041,545 · end of year $25,613,630

  • 12 · Investments: other securities

    beginning of year $742,768 · end of year $742,768

  • 15 · Other assets

    beginning of year $12,051,503 · end of year $11,015,430

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,543,199 · end of year $7,061,132

  • 19 · Deferred revenue

    beginning of year $2,157 · end of year $1,322,390

  • 23 · Secured mortgages and notes payable

    beginning of year $13,820,017 · end of year $12,995,426

  • 25 · Other liabilities

    beginning of year $11,779,616 · end of year $10,593,151

  • 27 · Net assets without donor restrictions

    beginning of year $98,023,907 · end of year $105,895,168

  • 28 · Net assets with donor restrictions

    beginning of year $5,562 · end of year $6,309

Mission and programs · 2023

Mission

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.

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 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 246,400.

    Expenses $75,538,079 · Revenue $99,538,561

  • 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 114,053 NUTRITION EDUCATION, BREASTFEEDING, AND FOOD ASSISTANCE SESSIONS.

    Expenses $3,488,095

  • 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 $4,492,699 · Grants $3,173,973

  • 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.

    Expenses $1,634,279 · Revenue $10,559

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Nancy Kriz

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Gloria Macias Harrison

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Bradley Gilbert

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Andy Thorburn

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Afsaneh Alisobhani

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Bob Braun

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Thy B Bui

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Rabbi Hillel Cohn

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Gerard Curtin Jr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Valerie Dixon

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Beckie Gomez

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jane Hanauer

    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

  • Dianne Landeros

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Carol Major

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Homeira Mehrabian

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Lena Nguyen

    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

  • Diana Rodriguez

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Thomas Ruiz

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Beverly Sansone

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kristy Santimyer-Melita

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Deborah Wing

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Bill Wood

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jon Dunn

    PRESIDENT/CHIEF EXECUTIVE OFFICER

    Total calculated
    $712,813
    From this org
    $667,822
    From related orgs
    $0
    Other
    $44,991
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $660,964
    Bonus
    $0
    Other
    $6,858
    Deferred
    $25,900
    Nontaxable benefits
    $19,091
    Filer's total
    $712,813

  • Jessica Chinen

    VICE PRESIDENT OF FINANCE

    Total calculated
    $342,268
    From this org
    $299,858
    From related orgs
    $0
    Other
    $42,410
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $297,848
    Bonus
    $1,200
    Other
    $810
    Deferred
    $24,485
    Nontaxable benefits
    $17,925
    Filer's total
    $342,268

  • Janet Jacobson

    MED DIR, SR. VP OF CLINICAL SERVICES

    Total calculated
    $503,561
    From this org
    $467,484
    From related orgs
    $0
    Other
    $36,077
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $463,962
    Bonus
    $1,200
    Other
    $2,322
    Deferred
    $25,900
    Nontaxable benefits
    $10,177
    Filer's total
    $503,561

  • Krista Hollinger

    CHIEF OPERATIONS OFFICER

    Total calculated
    $457,513
    From this org
    $420,356
    From related orgs
    $0
    Other
    $37,157
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $417,146
    Bonus
    $1,200
    Other
    $2,010
    Deferred
    $25,825
    Nontaxable benefits
    $11,332
    Filer's total
    $457,513

  • Shannon Connolly

    ASSOCIATE MEDICAL DIRECTOR

    Total calculated
    $416,216
    From this org
    $383,839
    From related orgs
    $0
    Other
    $32,377
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $382,099
    Bonus
    $1,200
    Other
    $540
    Deferred
    $25,900
    Nontaxable benefits
    $6,477
    Filer's total
    $416,216

  • Shayne Poulin

    PHYSICIAN

    Total calculated
    $401,199
    From this org
    $352,105
    From related orgs
    $0
    Other
    $49,094
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $345,319
    Bonus
    $6,300
    Other
    $486
    Deferred
    $25,900
    Nontaxable benefits
    $23,194
    Filer's total
    $401,199

  • Srinivasa Yarramsetti

    SR. VP OF INFORMATION TECHNOLOGY

    Total calculated
    $392,157
    From this org
    $348,088
    From related orgs
    $0
    Other
    $44,069
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $343,366
    Bonus
    $1,200
    Other
    $3,522
    Deferred
    $25,900
    Nontaxable benefits
    $18,169
    Filer's total
    $392,157

  • Ramona Thomas

    GENERAL COUNSEL, VP OF COMPL/RISK

    Total calculated
    $380,678
    From this org
    $350,751
    From related orgs
    $0
    Other
    $29,927
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $347,811
    Bonus
    $1,200
    Other
    $1,740
    Deferred
    $20,909
    Nontaxable benefits
    $9,018
    Filer's total
    $380,678

  • Deborah Glupczynski

    PHYSICIAN

    Total calculated
    $370,347
    From this org
    $350,045
    From related orgs
    $0
    Other
    $20,302
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $347,603
    Bonus
    $1,200
    Other
    $1,242
    Deferred
    $13,825
    Nontaxable benefits
    $6,477
    Filer's total
    $370,347

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 ORGANIZATION SPONSORS A NON-QUALIFIED 457(F) RETIREMENT PLAN FOR THE BENEFIT OF THE PRESIDENT & CEO. DURING THE 2023 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.

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.

  • COMMUNITY ACTION FUND OF PPOSBC

    501(C)(4) · EDUCATION AND ADVOCACY · CA · controlled entity

    Directly controlled by PPOSBC

  • PPOSBC ACTION FUND

    527 · POLITICAL ACTIVITY · CA · controlled entity

    Directly controlled by CAFPPOSB

Provenance

Return type
form_990
Tax year
2023
Filed
1 May 2025
IRS schema version
2023v6.0
Source object
202521229349302777

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