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Planned Parenthood-Orange & San Bernardino Counties, Inc.

 700 S Tustin St
 Orange, CA 92866
[P] (714) 633-6373
[F] (714) 516-1591
www.healthwomentrust.org
[email protected]
Jon Dunn
FOUNDED: 1965
INCORPORATED: 1964
 Printable 1 Page Summary
 Printable Profile
Organization DBA Planned Parenthood of Orange and San Bernardino Counties
PPOSBC
Former Names --
Organization received a competitive grant from the community foundation in the past five years Yes
Employer Identification Number 95-6152773 00000

Summary


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Mission StatementMORE »

Planned Parenthood of Orange and San Bernardino Counties provides confidential, affordable, high-quality reproductive health care and fights for your fundamental right to determine your own destiny. We believe that respect and value for diversity in all aspects of our work are essential, and enable you to make responsible and informed choices through comprehensive, honest sex education and health information.
 
 



Mission Statement

Planned Parenthood of Orange and San Bernardino Counties provides confidential, affordable, high-quality reproductive health care and fights for your fundamental right to determine your own destiny. We believe that respect and value for diversity in all aspects of our work are essential, and enable you to make responsible and informed choices through comprehensive, honest sex education and health information.
 
 




FinancialsMORE »

Fiscal Year 2017
Projected Expenses $47,468,629.00
Projected Revenue $49,014,313.00

ProgramsMORE »

  • • Core Services - Health Care in Nine Health Centers and Community Education

Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview


Mission Statement

Planned Parenthood of Orange and San Bernardino Counties provides confidential, affordable, high-quality reproductive health care and fights for your fundamental right to determine your own destiny. We believe that respect and value for diversity in all aspects of our work are essential, and enable you to make responsible and informed choices through comprehensive, honest sex education and health information.
 
 




Background Statement

When a group of concerned Orange County visionaries gathered in 1965, they created the groundwork to provide women and men with reproductive education and medical care.

Planned Parenthood of Orange and San Bernardino Counties has provided care to this community for over 50 years, broadening our scope of services to include primary care and the seeing patients seven days a week.  Thanks to our supporters, this affiliate has distinguished itself as a pillar of quality reproductive health care for women, men, and families.


Impact Statement

Our nine health centers open are 7 days a week, 10 hours a day located in Orange and San Bernardino Counties:

Through dedicated staff and state-of-the-art technology, patient wait times have been reduced significantly and the patient experience has been enhanced. Our current wait time averages 20 minutes and appointments are less than an hour. Also, our patients can now access their information through an online portal that securely stores their history, medication(s), and lab results.

Our award-winning breast health program became the model for Planned Parenthoods nationwide.

 


Needs Statement

We have been serving this community for the last 50 years and we've been able to keep our doors open, no matter what, thanks to individuals like you.


Every day we strive to provide accessible health care and education that will shape the course of people’s futures.

HOW CAN YOU HELP?

CIRCLE OF FRIENDS
-Circle of Friends is a membership of donors who contribute $1,500 or more annually, and play a significant role in advancing and strengthening our mission. Such steadfast support serves as an inspiration to others and is shown appreciation with exclusive invitations and stakeholder updates.

Become a Sustainer monthly donor:
Big or small, recurring monthly gifts directly impact education programs and reproductive health services our community has come to know and trust, ensuring that the people who need us most will never experience a lapse in service.

- $25 per month funds a well-woman exam and one year of birth control.

- $100 per month provides diagnostic ultrasounds for more than a dozen women after a breast abnormality is found.

Corporate Matching

- Many companies encourage the philanthropy of their employees Contact your Human Resources department and ask if there is a matching gift program to double your impact.

Tribute Gifts

-Gifts made in Honor or Memory are recognized in a special section of our Annual Report.

Learn more about our programs and to donate, contact the Development Office at 714.922.4145 or Healthwomentrust.org

CEO Statement

Over two decades of extraordinary growth, Planned Parenthood of Orange and San Bernardino Counties has distinguished itself as a pillar of quality reproductive health care for the communities we serve. Through education and outreach, preventive care and treatment services, family planning and pre-natal care, we now reach more than 106,000 women, men and young people every year. We’ve met the growing need throughout our service region by expanding hours at our health centers, doubling the capacity of our San Bernardino center and building a new health center in Victorville.

Jon Dunn, President and CEO

Board Chair Statement

Philanthropy builds relationships. Our extraordinarily passionate supporters are among our greatest strengths as an organization. Our patients turn to us because of the spirit of confidential, compassionate care that we exemplify in everything we do, but nearly two-thirds of them have no other health care provider, making it challenging for us to help them improve their health and wellbeing through limited reproductive health-focused care. Philanthropy will make the difference in our ability to pursue our mission and ensure that our communities can count on high-quality care, no matter what.
 

Other Ways to Donate/Volunteer

We believe our supporters are among our greatest strengths.

With your continued support, Planned Parenthood will make a difference in the lives of countless women, men, and families, as we have for nearly half a century. Making a gift is one of the most powerful ways to invest in your community and make long-lasting changes in building a healthier community for generations to come.
 
Supporters can make a gift by mail, phone, or online. You can select the method that best suits you - whether it is a one-time donation in honor of someone you know, a recurring gift to provide uninterrupted support, gift from a retirement/brokerage/IRA account, or an enduring legacy bequest.
 
Through the Mail
Send your gift by writing a check to "Planned Parenthood of Orange and san Bernardino Counties" and sending it to:
Planned Parenthood or Orange and San Bernardino Counties 
700 S. Tustin
Orange, CA 92866 
 
Over the Phone 
Contact us at 714.922.4145 or email us at [email protected] if you have questions. 
Together, we can build a healthier community.

Geographic Area Served

In a specific U.S. city, cities, state(s) and/or region.
Central Orange County
West Orange County
South Orange County
North Orange County

Our education and outreach encompasses all of Orange and San Bernardino counties. Our health centers are located in:

Anaheim

Costa Mesa

Orange

Mission Viejo

Santa Ana

Westminster

San Bernardino

Upland

Victorville

Organization Categories

  1. Health Care - Family Planning
  2. Health Care - Reproductive Health Care
  3. Education - Educational Services

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Programs


• Core Services - Health Care in Nine Health Centers and Community Education

o Planned Parenthood of Orange and San Bernardino Counties provides confidential, affordable, high-quality reproductive health care and fights for your fundamental right to determine your own destiny. We believe that respect and value for diversity in all aspects of our work are essential, and enable you to make responsible and informed choices through comprehensive, honest sex education and health information.

Budget  $46,516,805.00
Category  Health Care, General/Other Reproductive Health
Population Served Families
Program Short-Term Success 

Your investment will help keep us strong, and your incredible support this year allowed us to provide high-quality, affordable and comprehensive care.

  • We saw the highest patient volume in our history - with 203,923 medical visits. Even with the increased volume, our customer service remains strong.

  • We provided:
    -15,976 Long-Acting Birth Control Methods
    -14,382 Breast Health Exams
    -13,193 Well-Woman/Cervical Cancer Screenings
    -10,367 Primary Care visits with Melody Women's Health

  • 70,350 students and young adults educated through health fairs and outreach events
  • 17,217 social activism advocates educated and engaged
Program Long-Term Success 
  • Expanding health-center days and hours - services now available 7 days a week.
Program Success Monitored By 

We are proud of the dialogue we keep with our patients. Patient surveys report high levels of satisfaction with our quality of care, and customer service. Our patients have given us an average 4.5 our of 5 rating on Yelp.com and the feedback has been valuable.  One patient states, "I've noticed a change throughout the years. I feel like their customer service has improved tremendously, the facilities have been renovated, and the waiting has been reduced."

Patients have noticed reduced 15- minute wait time averages, and 94 percent of our patients would refer us to a friend.
 
Examples of Program Success 

 Planned Parenthood of Orange and San Bernardino Counties has continued to do what we do best 7 days a week, 10 hours a day at our 9 local health centers.

  • Through dedicated staff and state-of-the-art technology, patient wait times have been reduced significantly and the patient experience has been enhanced. 
  • Our current wait time averages 15 minutes and appointments are less than an hour. 
  • Our patients can now access their information through an online portal that securely stores their history, medication(s), and lab results.

 


Management


CEO/Executive Director Mr. Jon Dunn
CEO Term Start Oct 1993
CEO Email [email protected]
CEO Experience


Former CEOs and Terms

Name Start End
-- -- --

Senior Staff

Name Title Experience/Biography
Lauren Rayner MBA VP of Development I have dedicated my career to the non-profit sector for over 20 years serving in senior-level management positions. I have a demonstrated ability to communicate persuasively, orally, and in writing, the importance of philanthropy. My career has been hallmarked by securing transformational gifts, leading comprehensive major gift campaigns, building strong fundraising teams, and the management of strategic efforts to identify and cultivate gifts. I have a clear understanding of all aspects of fund raising and management, including major gifts, annual giving, direct mail, grant writing, planned giving, marketing and communications. I have successfully launched branding campaigns, corporate sponsorship programs, and secured funding through federal, state, private, and corporate sources. I earned my Bachelor of Science in Psychology and Sociology, and obtained a Master’s of Business Administration (MBA) from the University of Utah.
Betha Schnelle Chief Operating Officer Oversee $50 + million budget
Oversee operations/activities of 9 health centers and 240 staff including licensed staff and physicians
Increased patient volume by over 150 % in 5 years
Reduced patient wait and throughput times to 17 minutes and 50 minutes respectively
Improved patient satisfaction for an average 4+ star Yelp average and greater than 95% patients would recommend per surveys
Implemented primary care and shifted to capitated model

Awards

Award Awarding Organization Year
-- -- --

Affiliations

Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

--

Staff Information

Number of Full Time Staff 330
Number of Part Time Staff 30
Number of Volunteers 20
Number of Contract Staff 5
Staff Retention Rate % 90%
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: --
Asian American/Pacific Islander: --
Caucasian: --
Hispanic/Latino: --
Native American/American Indian: --
Other: 365
Other (if specified): --
Gender Female: --
Male: --
Not Specified 365

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 5
Management Succession Plan Yes
Organization Policies And Procedures Yes
Business Continuity of Operations Plan Yes

Risk Management Provisions

Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes

Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency Yes Annually
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency Yes Annually

Government Licenses

--

CEO Comments

--

Foundation Comments

--

Governance


Board Chair Jane Egly
Board Chair Company Affiliation No Affilitation
Board Chair Term July 2015 -
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Tara Balfour Consultant/ Finance Voting
Hillel Cohn Religious Leader Voting
Jane Egly Professor/ Attorney Voting
Michele Goodwin -- --
Jane Hanauer Business Owner Voting
Nancy Kriz Finance Voting
Debi Lambert Nurse Practitioner Voting
Susan Pickle -- --
Beverly Sansone Physician, OB/GYN Voting
Kathy Vrabeck -- --
William Weinberg Attorney Voting
Nancy White Educator Voting
Jene Witte Philanthropist Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 1
Asian American/Pacific Islander: 0
Caucasian: 12
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 1
Other (if specified): Middle Eastern
Gender Female: 12
Male: 2
Not Specified 0

Board Information

Board Term Lengths 2
Board Term Limits 2
Board Meeting Attendance % 75%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions --
Board Orientation Yes

CEO Comments

   

Foundation Comments

--

Standing Committees

  • Audit, Compliance and Controls
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Finance
  • Nominating

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Fiscal Year July 01, 2016 to June 30, 2017
Projected Revenue $49,014,313.00
Projected Expenses $47,468,629.00
Form 990s

2017 Form 990

2016 990 2015-2016

2015 990 2014-2015

2014 990 2013-2014

2011 Form 990

Audit Documents

2016 Audited Financial Statement

2015 Audited Financial Statement

2012 Audit

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2017 2016 2015
Total Revenue $51,551,998 $48,922,546 $46,605,528
Total Expenses $50,359,148 $47,081,038 $45,417,069

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2017 2016 2015
Foundation and
Corporation Contributions
$3,395,122 $2,226,860 $2,031,434
Government Contributions $4,366,429 $4,302,030 $4,762,225
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $4,366,429 $4,302,030 $4,762,225
Individual Contributions -- -- --
Indirect Public Support -- $0 $0
Earned Revenue $43,025,233 $42,072,206 $40,221,982
Investment Income, Net of Losses $160,727 $135,948 $144,410
Membership Dues -- $0 $0
Special Events $117,164 $54,208 $173,831
Revenue In-Kind $250,020 $141,377 $647,518
Other $237,303 $131,294 $71,646

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2017 2016 2015
Program Expense $42,456,403 $38,929,284 $37,085,466
Administration Expense $7,334,986 $7,409,298 $7,615,052
Fundraising Expense $567,759 $742,456 $716,551
Payments to Affiliates -- $0 $0
Total Revenue/Total Expenses 1.02 1.04 1.03
Program Expense/Total Expenses 84% 83% 82%
Fundraising Expense/Contributed Revenue 7% 11% 10%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2017 2016 2015
Total Assets $41,676,439 $36,079,720 $35,218,737
Current Assets $20,943,701 $15,901,432 $14,910,592
Long-Term Liabilities $2,703,215 $2,892,530 $3,007,714
Current Liabilities $3,177,452 $2,822,453 $3,391,970
Total Net Assets $35,795,772 $30,364,737 $28,819,053

Short Term Solvency

Fiscal Year 2017 2016 2015
Current Ratio: Current Assets/Current Liabilities 6.59 5.63 4.40

Long Term Solvency

Fiscal Year 2017 2016 2015
Long-term Liabilities/Total Assets 6% 8% 9%
Endowment Value --
Spending Policy N/A
Percentage(If selected) --
Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? --

CEO Comments

--

Foundation Comments

Summary financial data is per the audited financial statements and Form 990s and consultation with the organization. Foundation/corporate and individual contributions are shown together under Foundations and Corporation Contributions.

Documents


Other Documents

No Other Documents currently available.