2025-05-15T15:05:43-05:00 2024-06-30 341523030 BOBER MARKEY FEDOROVICH & COMPANY 3421 RIDGEWOOD ROAD SUITE 300 AKRON OH 44333 990 2023-07-01 310536688 PLANNED PARENTHOOD OF SOUTHWEST OHIO REGION PLAN 5137217635 2314 AUBURN AVE CINCINNATI OH 45219 KIMBERLY SPURGEON CFO 5137217635 2025-05-15 1 0 JESSICA L TEPUS P01067325 3307629785 2025-05-15 2023 2025-03-06 01:10:19Z NAN WHALEY 2314 AUBURN AVE CINCINNATI OH 45219 15383286 0 X WWW.PPSWO.ORG X 1948 OH TO PROVIDE ACCESS TO HIGH QUALITY HEALTH CARE AND EDUCATION 29 29 169 29 0 0 8782021 8701337 5504305 5676360 103339 18385 10402 -110602 14400067 14285480 2500000 0 0 0 7515870 8617143 0 0 1183399 7750267 8472090 17766137 17089233 -3366070 -2803753 9560971 6895851 1356993 1414518 8203978 5481333 TO PROVIDE ACCESS TO HIGH QUALITY HEALTH CARE AND EDUCATION THAT EMPOWER PEOPLE TO MAKE INFORMED PRIVATE DECISIONS ABOUT THEIR REPRODUCTIVE LIVES AND SEXUAL HEALTH. 0 0 10147843 5822652 PROVIDED AFFORDABLE REPRODUCTIVE HEALTH CARE SERVICES TO INDIVIDUALS REGARDLESS OF INSURANCE STATUS. APPROXIMATELY 28,000 PATIENT VISITS WERE PROVIDED IN THE TWENTY-THREE COUNTY SERVICE AREA. 129224 PUBLIC AFFAIRS AND ADVOCACY FOR SPECIFIC POSITIONS TAKEN BY PLANNED PARENTHOOD SOUTHWEST REGION RELATED TO REPRODUCTIVE HEALTH CARE SERVICES, INCLUDING OBTAINING PUBLIC SUPPORT, PRESENTATIONS AND COMMUNICATIONS, AND LOBBYING ACTIVITIES ON BEHALF OF THE POSITIONS OF PLANNED PARENTHOOD SOUTHWEST OHIO REGION RELATED TO REPRODUCTIVE HEALTH CARE. 778224 PROVIDED COMPREHENSIVE HUMAN SEXUALITY EDUCATION AND TRAINING WHICH ENHANCES THE HEALTH AND WELL-BEING OF INDIVIDUALS IN THE SOUTHWEST OHIO COMMUNITIES SERVED. DURING THE YEAR, THERE WERE APPROXIMATELY 1,400 EDUCATION PROGRAM PARTICIPANTS AND APPROXIMATELY 2,800 WHO WERE REACHED THROUGH THE TEXT/CHAT PROGRAM. PLANNED PARENTHOOD SOUTHWEST OHIO REGION PARTICIPATED IN HEALTH FAIRS AND COMMUNITY OUTREACH EVENTS YIELDING MORE THAN 2,700 CONTRACTS WITH INDIVIDUALS. 11055291 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 57 0 1 169 1 0 0 0 0 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X CLAUDIA VILLANUEVA 5137217635 2314 AUBURN AVE CINCINNATI OH 45219 KIANA TRABUE TRUSTEE 0.30 X 0 0 0 BETH MANDEL TRUSTEE 0.30 X 0 0 0 STEPHANIE KLUMP TRUSTEE 0.30 X 0 0 0 JAASIEL CHAPMAN TRUSTEE 0.30 X 0 0 0 DR SARAH BARTLETT TRUSTEE 0.30 X 0 0 0 GABE DAVIS TRUSTEE 0.30 X 0 0 0 RICKELL HOWARD SMITH TRUSTEE 0.30 X 0 0 0 JOHN THEOBALD TRUSTEE 0.30 X 0 0 0 JASMINE COASTON TRUSTEE 0.30 X 0 0 0 DR VICKI RAGER COLON TRUSTEE 0.30 X 0 0 0 LEO D'CRUZ TRUSTEE 0.30 X 0 0 0 ELLEN ESSIG TRUSTEE 0.30 X 0 0 0 DR JANELLE EVANS TRUSTEE 0.30 X 0 0 0 KRISTIN FREEMAN TRUSTEE 0.30 X 0 0 0 ELISSA HABIB TRUSTEE 0.30 X 0 0 0 CAMILLE HALL TRUSTEE 0.30 X 0 0 0 LISA E HANAUER TRUSTEE 0.30 X 0 0 0 CAROL KABEL TRUSTEE 0.30 X 0 0 0 AIMEE MARUYAMA TRUSTEE 0.30 X 0 0 0 LAURA MERCER TRUSTEE 0.30 X 0 0 0 PENNY PENSAK TRUSTEE 0.30 X 0 0 0 CYNTHIA RICHARDS TRUSTEE 0.30 X 0 0 0 JOCELYN RHYNARD TRUSTEE 0.30 X 0 0 0 LAUREN TUDOR TRUSTEE 0.30 X 0 0 0 DR ANGELICA HARDEE TRUSTEE 0.30 X 0 0 0 MAYRA CASAS JACKSON TRUSTEE 0.30 X 0 0 0 TOM GILMAN TRUSTEE 0.30 X 0 0 0 JULIAN JOHNSON TRUSTEE 0.30 X 0 0 0 FELICE NUDELMAN TRUSTEE 0.30 X 0 0 0 KERSHA DEIBEL PAST CEO 37.50 X 138483 0 4894 SUSANNE BERTULEIT INTERIM CEO/PAST COO 37.50 X 147958 0 9437 ALLY ARMITAGE COO 37.50 X 90923 0 10603 SHARON LINER MEDICAL DIRECTOR 37.50 X 272140 0 19086 SUSAN BERLIANT VP OF DEVELOPMENT 37.50 X 140507 0 344 TRACY DILLINGHAM NP CASE MANAGEMENT LEAD 37.50 X 126853 0 4965 RASHIDA MANUEL VP OF DIVERSITY, EQUITY & INCLUSION 37.50 X 116682 0 547 SAPNA KALSY PHYSICIAN 30.00 X 179393 0 0 GWYNNE ROHRS MIDWIFE 37.50 X 138856 0 5377 1351795 0 55253 14 0 1 0 WIN WIN CONSULTING 225 CEDAR HILL STREET SUITE 200 MARLBOROUGH MA 01752 IT CONSULTANT 175600 UNIVERSITY OF CINCINNATI PHYSICIANS COMP PO BOX 932696 CLEVELAND OH 44193 CONTRACT PHYSICIANS 141400 2 478458 3602898 340000 4279981 4346201 8701337 PATIENT FEES 621400 5625020 5625020 EDUCATION REVENUE 621400 51340 51340 5676360 42776 42776 816521 811661 29251 4860 -29251 -24391 -24391 0 478458 256894 -256894 -256894 MISCELLANEOUS REVENUE 621400 146292 146292 146292 14285480 5822652 0 -238509 657807 423058 184058 50691 6734909 4331448 1884462 518999 1224427 695862 434906 93659 71525 71525 50792 50792 124629 15632 106698 2299 140900 44194 14608 82098 443510 307888 101419 34203 106090 79008 25294 1788 487032 389262 79723 18047 270017 233969 29847 6201 CONTRACT SERVICES 3666147 2187282 1354098 124767 MEDICAL COSTS AND SUPPL 1240950 1236956 3994 0 MISCELLANEOUS EXPENSES 1156660 504471 409249 242940 BAD DEBT 380868 380868 0 0 332970 225393 99870 7707 17089233 11055291 4850543 1183399 465550 1343602 2163694 1089726 1680841 334972 111422 136409 10541355 7896562 2929332 2644793 2025618 1158319 184514 188030 9560971 6895851 374075 388655 982918 1025863 1356993 1414518 X 7071138 4623493 1132840 857840 8203978 5481333 9560971 6895851 -2803753 81108 0 X X 0 1 X 1 0 X 6595556 4758321 13650369 8782021 8701337 42487604 5503815 6235706 5006790 5425889 5625020 27797220 12099371 10994027 18657159 14207910 14326357 70284824 576971 79037 199535 698676 239954 1794173 0 576971 79037 199535 698676 239954 1794173 68490651 27561 13866 29020 103062 42776 216285 27561 13866 29020 103062 42776 216285 12126932 11007893 18686179 14310972 14369133 70501109 0.97150 0.96710 0.00310 0.00310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19847 19847 17069386 17089233 1000000 250000 0 0 706831 753697 1000000 1000000 3460528 5190792 130 293 8083 19847 28353 176708 188424 250000 250000 865132 1297698 673464 43769 717233 596526 127773 50835 673464 734890 -107505 30859 596526 589720 176029 30859 734890 614236 5504 30020 589720 0.00164 0.99836 1 0 463888 463888 3557779 6753867 -3196088 5797663 423290 5374373 715124 712504 2620 6901 6901 0 2644793 INVESTMENTS HELD IN TRUST BY OTHERS 1086084 F DAYTON FOUNDATION FUNDS 72235 F 1158319 ACCRUED EXPENSES AND TAXES 1025863 1025863 X PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF VARIOUS DONOR-RESTRICTED ENDOWMENTS FUNDS CREATED TO PROVIDE COMPREHENSIVE FAMILY PLANNING, REPRODUCTIVE HEALTH CARE AND HUMAN SEXUALITY EDUCATION TO WOMEN AND MEN IN SIXTEEN COUNTIES OF SOUTHWESTERN OHIO AND NORTHERN KENTUCKY. PART X, LINE 2: FROM THE AUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED JUNE 30, 2024: PPSWO QUALIFIES AS A TAX-EXEMPT, NONPROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THE ORGANIZATION IS IN COMPLIANCE WITH THE INTERNAL REVENUE CODE AND, ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS REQUIRED. THE ORGANIZATION'S WHOLLY OWNED SUBSIDIARIES ARE LIMTIED LIABILITY COMPANEIS AND ARE CONSIDERED DISREGARDED ENTITIES FOR TAX PURPOSES. ACCORDINGLY, THE ACTIVITIES OF THE LIMITED LIABILITY COMPANIES ARE REPORTED ON THE ORGANIZATION'S FEDERAL INFORMATION RETURN. MANAGEMENT DOES NOT BELIEVE THAT THE ORGANIZATION CONDUCTS ANY ACTIVITIES SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, MANAGEMENT CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, THERE IS NO ADJUSTMENT TO THE FINANCIAL STATEMENTS REQUIRED. WITH FEW EXCEPTIONS, THE ORGANIZATION'S FEDERAL INFORMATION RETURNS ARE NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR FISCAL YEARS BEFORE 2018. X X X X X X X 0 SPRING INTO ACTION GALA 478458 478458 256894 478458 478458 256894 256894 -256894 1 X 0 0 0 0 0 0 0 0 0 SHARON LINER MEDICAL DIRECTOR 272140 0 0 0 0 0 8990 0 10096 0 291226 0 0 0 SAPNA KALSY PHYSICIAN 179393 0 0 0 0 0 0 0 0 0 179393 0 0 0 SUSANNE BERTULEIT INTERIM CEO/PAST COO 147958 0 0 0 0 0 0 0 9437 0 157395 0 0 0 X 14 4343554 FMV X MISCELLANEOUS 9 2647 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B ANNUALLY, THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S CHIEF FINANCIAL OFFICER FOR AN IN-DEPTH REVIEW OF THE RETURN PRIOR TO THE TIME OF FILING FORM 990 WITH THE IRS. THE FORM 990 IS ALSO PROVIDED TO EACH VOTING MEMBER OF THE GOVERNING BODY OF THE ORGANIZATION. EACH MEMBER IS GIVEN THE OPPORTUNITY TO REVIEW AND COMMENT ON THE FORM. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES A RELATED ACTIVITY QUESTIONNAIRE TO BE SIGNED BY ALL BOARD MEMBERS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION USES A CURRENT SALARY SCALE, WHICH COMPARES CURRENT SALARY WITH PREVIOUS SALARY WHILE CONSIDERING THE INDIVIDUAL'S YEARS AND EXPERIENCE WITH THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF TIME AS THE FORM 990, AS SET FORTH IN THE INTERNAL REVENUE CODE SECTION 6104(D). THE AUDITED FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DOES HAVE A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. AUBURN PARKING LLC 2314 AUBURN AVENUE CINCINNATI OH 452192882 300465363 TO LEASE BUILDING TO PLANNED PARENTHOOD OF SOUTHWEST OHIO OH 213227 PLANNED PARENTHOOD SOUTHWEST OHIO REGION EMC AUBURN HOLDINGS LLC 2314 AUBURN AVENUE CINCINNATI OH 452192882 OH PLANNED PARENTHOOD SOUTHWEST OHIO REGION EMC DAYTON HOLDINGS LLC 2314 AUBURN AVENUE CINCINNATI OH 452192882 OH PLANNED PARENTHOOD SOUTHWEST OHIO REGION EMC HAMILTON HOLDINGS LLC 2314 AUBURN AVENUE CINCINNATI OH 452192882 OH PLANNED PARENTHOOD SOUTHWEST OHIO REGION PLANNED PARENTHOOD CINCINNATI REGION FOUNDATION INC 2314 AUBURN AVENUE CINCINNATI OH 452192882 311215310 PROVIDE FUNDING FOR SUPPORTED ORG PLANNED PARENTHOOD SOUTHWEST OHIO OH 501(C)(3) LINE 11 PLANNED PARENTHOOD OF SOUTHWEST OHIO 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PLANNED PARENTHOOD CINCINNATI REGION FOUNDATION INC C 3602898 CASH