2022-05-16T09:27:34-05:00 2021-06-30 420714325 RSM US LLP 6 S PATTERSON BLVD DAYTON OH 45402 990 2020-07-01 310536688 PLANNED PARENTHOOD OF SOUTHWEST OHIO REGION PLAN 5137217635 2314 AUBURN AVE CINCINNATI OH 452192882 ERICA WILSON-DOMER CFO 5137217635 2022-05-12 1 ERICA WILSON-DOMER 999009999 KAREN O CRIM P00368385 9372980201 2022-05-12 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z KERSHA DEIBEL 2314 AUBURN AVE CINCINNATI OH 452192882 11262616 0 X WWW.PPSWO.ORG X 1948 OH TO PROVIDE ACCESS TO HIGH QUALITY HEALTH CARE AND EDUCATION 26 26 143 35 0 0 6950329 4914029 5451895 6056953 27561 14104 18245 163879 12448030 11148965 0 1000000 0 0 6522747 6247440 0 0 553290 4815063 4874167 11337810 12121607 1110220 -972642 8329582 7196097 2501547 2100818 5828035 5095279 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 8461757 1000000 6235706 PROVIDED AFFORDABLE REPRODUCTIVE HEALTH CARE SERVICES TO INDIVIDUALS REGARDLESS OF INSURANCE STATUS. APPROXIMATELY 24,000 PATIENT VISITS WERE PROVIDED IN THE TWENTY-THREE COUNTY SERVICE AREA. 535082 PUBLIC AFFAIRS AND ADVOCACY FOR SPECIFIC POSITIONS TAKEN BY PLANNED PARENTHOOD SOUTHWEST OHIO 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. 283102 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 2,400 EDUCATION PROGRAM PARTICIPANTS. PLANNED PARENTHOOD SOUTHWEST OHIO REGION PARTICIPATED IN HEALTH FAIRS AND COMMUNITY OUTREACH EVENTS YIELDING MORE THAN 650 CONTACTS WITH INDIVIDUALS. 9279941 1 1 0 1 0 0 0 0 0 1 1 1 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 0 0 0 1 1 1 1 0 0 1 22 0 1 143 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X CLAUDIA VILLANUEVA 5137217635 2314 AUBURN AVE CINCINNATI OH 452192882 JAY SHATZ CHAIR 0.50 X X 0 0 0 ELISSA HABIB VICE CHAIR 0.50 X X 0 0 0 BETH MANDEL TRESASURER 0.30 X X 0 0 0 RASHIDA MANUEL SECRETARY 0.50 X X 0 0 0 SERGIO AGUILLON-MATA TRUSTEE 0.30 X 0 0 0 SARAH BARTLETT MD TRUSTEE 0.30 X 0 0 0 LINDA BUTLER TRUSTEE 0.30 X 0 0 0 JAASIEL CHAPMAN TRUSTEE 0.30 X 0 0 0 JASMINE COASTON TRUSTEE 0.30 X 0 0 0 VICKI RAGER COLON TRUSTEE 0.30 X 0 0 0 SALLY CUNI TRUSTEE (UNTIL 12/31/20) 0.30 X 0 0 0 LEO D'CRUZ TRUSTEE 0.30 X 0 0 0 GABRIEL DAVIS TRUSTEE 0.30 X 0 0 0 ELLEN ESSIG TRUSTEE 0.30 X 0 0 0 JANELLE EVANS TRUSTEE 0.50 X 0 0 0 STEVEN FINK TRUSTEE (UNTIL 12/31/20) 0.30 X 0 0 0 KRISTIN FREEMAN TRUSTEE 0.30 X 0 0 0 JOHN GILLESPIE TRUSTEE 0.50 0.10 X 0 0 0 LISA E HANAUER TRUSTEE 0.30 X 0 0 0 EDWIN HARDY TRUSTEE (UNTIL 12/31/20) 0.30 X 0 0 0 RICKELL HOWARD TRUSTEE 0.30 X 0 0 0 LAUREN JONES TRUSTEE 0.30 X 0 0 0 CAROL KABEL TRUSTEE 0.30 0.10 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 MEREDITH SHOCKLEY-SMITH TRUSTEE (UNTIL 12/31/20) 0.30 X 0 0 0 JOHN THEOBALD TRUSTEE 0.30 X 0 0 0 KIANA TRABUE TRUSTEE 0.30 X 0 0 0 LEE BOWER COO (UNTIL 3/5/21) 36.50 1.00 X 190516 0 11685 KERSHA DEIBEL CEO 36.50 1.00 X 158281 0 11106 ERICA WILSON-DOMER CFO 19.00 1.00 X 0 0 0 SHARON LINER MEDICAL DIRECTOR 37.50 X 265919 0 19373 SAPNA KALSY PHYSICIAN 30.00 X 170866 0 0 SUSAN BERLIANT VP OF DEVELOPMENT 37.50 X 111271 0 7592 CRYSTAL WILMHOFF ASSISTANT MEDICAL DIRECTOR 37.50 X 103442 0 15317 TRACY DILLINGHAM ADVANCE PRACTICE NURSE 37.50 X 108543 0 5615 GWYNNE ROHRS ADVANCED PRACTICE NURSE 37.50 X 111780 0 8899 1220618 0 79587 10 0 1 0 UNIVERSITY OF CINCINNATI PHYSICIANS COMP 231 ALBERT SABIN WAY CINCINNATI OH 45267 CONTRACT PHYSICIANS 224560 TEGRETE CORPORATION 4111 MACKENZIE CT NE SUITE 100 ST MICHAEL MN 55376 FACILITIES SERVICES 189852 LABORATORY CORPORATION OF AMERICA PO BOX 12140 BURLINGTON NC 27216 LAB SERVICES 135018 ROBERT HALF 12400 COLLECTIONS CENTER DR CHICAGO IL 60693 CONTRACT ACCOUNTANT 108054 4 155708 328004 214301 4216016 65569 4914029 PATIENT FEES 621400 6056953 6056953 6056953 13866 13866 99015 98777 238 238 238 0 155708 14874 -14874 -14874 OTHER REVENUE 621400 133498 133498 EDUCATION REVENUE 621400 45255 45255 178753 11148965 6235706 0 -770 1000000 1000000 656880 319169 269956 67755 4827647 3531918 968583 327146 762913 618424 81965 62524 62418 17 62401 74516 74516 104354 98619 3531 2204 107459 75580 9684 22195 403426 317647 68200 17579 27718 22868 3951 899 357534 310840 43527 3167 174685 158232 14381 2072 MEDICAL COSTS AND SUPPL 1851771 1840832 10939 CONTRACT SERVICES 662644 394296 256206 12142 REPAIRS AND MAINTENANCE 404202 321770 74786 7646 EQUIPMENT LEASE 101980 80500 18640 2840 541460 189229 327110 25121 12121607 9279941 2288376 553290 2122138 1483795 1453177 958168 179783 142848 10642948 7571712 3143280 3071236 976143 1178848 455061 361202 8329582 7196097 436380 290659 216914 0 1026200 1026200 822053 783959 2501547 2100818 X 3805588 3144920 2022447 1950359 5828035 5095279 8329582 7196097 -972642 239886 0 X X 0 1 X 1 0 X 4178626 3643951 4499625 6595556 4758321 23676079 6011839 5849289 5968422 5503815 6235706 29569071 10190465 9493240 10468047 12099371 10994027 53245150 313590 167453 437054 576971 79037 1574105 199360 385627 584987 512950 553080 437054 576971 79037 2159092 51086058 82910 17026 30097 27561 13866 171460 82910 17026 30097 27561 13866 171460 10273375 9510266 10498144 12126932 11007893 53416610 0.95640 0.94970 0.00320 0.00420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 130 130 11136481 11136611 706831 176708 0 0 640739 679897 723711 706831 2751178 4126767 13734 3120 553 130 17537 160185 169974 180928 176708 687795 1031693 589720 176029 30859 734890 614236 5504 30020 589720 606968 37096 29828 614236 566023 70519 29574 606968 539632 56243 29852 566023 0.00150 0.99850 1 0 463888 463888 3423213 6504972 -3081759 5227003 5227003 1514394 1052290 462104 14450 14450 0 3071236 INVESTMENTS HELD IN TRUST BY OTHERS 233769 F DAYTON FOUNDATION FUNDS 945079 F 1178848 SUPPLIES 188220 CASH SURRENDER VALUE OF LIFE INSURANCE 172982 361202 ACCRUED EXPENSES AND TAXES 783959 783959 X PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF VARIOUS DONOR-RESTRICTED ENDOWMENT 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, 2021: 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 LIMITED LIABILITY COMPANIES 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 2017. X X X X X X X GALA 26000 26000 4170 UNSTOPPABLE 61413 61413 2452 5 68295 68295 8252 155708 155708 14874 14874 -14874 1 PLANNED PARENTHOOD CINCINNATI REGION FOUNDATION INC 2314 AUBURN AVE CINCINNATI OH 452192882 311215310 501(C)(3) 1000000 0 N/A N/A GENERAL OPERATING SUPPORT 1 0 PART I, LINE 2: GIFT TO RELATED PARTY FOR INVESTMENT. X 0 0 0 0 0 0 0 1 0 SHARON LINER MEDICAL DIRECTOR 265519 0 0 0 400 0 4528 0 14845 0 285292 0 285292 0 LEE BOWER COO (UNTIL 3/5/21) 186321 0 4063 0 132 0 4839 0 6846 0 202201 0 202201 0 SAPNA KALSY PHYSICIAN 170754 0 0 0 112 0 0 0 0 0 170866 0 170866 0 KERSHA DEIBEL CEO 158181 0 0 0 100 0 2893 0 8213 0 169387 0 169387 0 PART I, LINE 7 LEE BOWER RECEIVED A RETENTION BONUS THAT WAS SIGNED IN FEBRUARY 2020. X 1 200 FMV X 8 60910 FMV X MISCELLANEOUS 4 3909 FMV X ENTERTAINMENT 3 550 FMV 0 0 0 0 PART I, COLUMN (B): IS THE NUMBER OF CONTRIBUTIONS 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 15A 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, 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. 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