2021-05-17T12:08:26-05:00 2020-06-30 420714325 RSM US LLP 6 S PATTERSON BLVD DAYTON OH 45402 990 2019-07-01 310536688 PLANNED PARENTHOOD OF SOUTHWEST OHIO REGION PLAN 5137217635 2314 AUBURN AVE CINCINNATI OH 452192882 ERICA WILSON CFO 5137217635 2021-05-14 1 KAREN O CRIM P00368385 9372980201 2021-05-14 2019 2022-09-23 18:48:47Z KERSHA DEIBEL 2314 AUBURN AVE CINCINNATI OH 452192882 12675809 0 X WWW.PPSWO.ORG X 1948 OH TO PROVIDE ACCESS TO HIGH QUALITY HEALTH CARE AND EDUCATION 25 25 128 284 0 0 4499625 6950329 5799655 5451895 30097 27561 201843 18245 10531220 12448030 0 0 0 0 6436902 6522747 0 0 516800 4062517 4815063 10499419 11337810 31801 1110220 6360410 8329582 1650908 2501547 4709502 5828035 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 7391938 5503815 PROVIDED AFFORDABLE REPRODUCTIVE HEALTH CARE SERVICES TO INDIVIDUALS REGARDLESS OF INSURANCE STATUS. APPROXIMATELY 30,000 PATIENT VISITS WERE PROVIDED IN THE TWENTY-THREE COUNTY SERVICE AREA. 491886 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. 259221 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 1,640 EDUCATION PROGRAM PARTICIPANTS. PLANNED PARENTHOOD SOUTHWEST OHIO REGION PARTICIPATED IN HEALTH FAIRS AND COMMUNITY OUTREACH EVENTS YIELDING MORE THAN 700 CONTACTS WITH INDIVIDUALS. 8143045 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 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 21 0 1 128 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X KE'ASHA REED 5137217635 2314 AUBURN AVE CINCINNATI OH 452192882 SHARON LINER MEDICAL DIRECTOR 37.50 X 261020 0 17958 SAPNA KALSY PHYSICIAN 30.00 X 157443 0 520 LEE BOWER COO 36.50 1.00 X 115881 0 11304 MICHELLE P HUFFMAN ADVANCE PRACTICE NURSE 37.50 X 119443 0 10427 KERSHA DEIBEL CEO 36.50 1.00 X 122085 0 1960 MELINDA CHIMENTO ADVANCE PRACTICE NURSE 37.50 X 112487 0 3996 JAY SHATZ CHAIR 0.50 X X 0 0 0 ELISSA HABIB VICE CHAIR 0.50 X X 0 0 0 JOHN GILLESPIE TREASURER 0.50 0.10 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 LINDA BUTLER TRUSTEE 0.30 X 0 0 0 JAASIEL CHAPMAN TRUSTEE 0.30 X 0 0 0 SALLY CUNI TRUSTEE 0.30 X 0 0 0 LEO D'CRUZ TRUSTEE 0.30 X 0 0 0 JULIE DESAI TRUSTEE (UNTIL 06/2020) 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 0.30 X 0 0 0 KRISTIN FREEMAN TRUSTEE 0.30 X 0 0 0 LISA E HANAUER TRUSTEE 0.30 X 0 0 0 EDWIN HARDY TRUSTEE 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 BETH MANDEL TRUSTEE 0.30 X 0 0 0 LAURA MERCER 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 0.30 X 0 0 0 JOHN THEOBALD TRUSTEE 0.30 X 0 0 0 MEGHAN THOMAS TRUSTEE (UNTIL 06/2020) 0.30 X 0 0 0 BARBARA TOBIAS TRUSTEE (UNTIL 06/2020) 0.30 X 0 0 0 KIANA TRABUE TRUSTEE 0.30 X 0 0 0 888359 0 46165 6 0 1 0 SC GLITTER 936 NORTH WOOD 3 CHICAGO IL 60622 MEDICAL SERVICES 238970 KIPTA MARGARET 8847 NORTH MONTICELLO AVENUE SKOKIE IL 60076 MEDICAL SERVICES 174986 DONALD A CAMPBELL AND COMPANY 1 EAST WACKER DRIVE SUITE 2100 CHICAGO IL 60601 CONSULTANT 125151 WHITAKER AMY 1507 EAST 53RD STREET APT 440 CHICAGO IL 60615 MEDICAL SERVICES 120135 ACEC PO BOX 180644 DELAFIELD WI 53018 CONSULTANT 120000 5 354773 348140 88333 6159083 13616 6950329 PATIENT FEES 621400 5451895 5451895 5451895 27561 27561 91932 91932 0 102172 354773 135847 -33675 -33675 OTHER REVENUE 621400 33979 33979 EDUCATION REVENUE 621400 17941 17941 51920 12448030 5503815 0 -6114 530208 303787 176803 49618 5048036 3787463 974255 286318 944503 676690 214166 53647 96238 182 96056 86000 86000 78922 78772 150 87268 46532 5801 34935 466399 386544 63224 16631 92534 64075 17589 10870 1748 1748 357047 309954 43105 3988 157448 143708 11868 1872 MEDICAL COSTS AND SUPPL 1416792 1384941 31851 CONTRACT SERVICES 535820 335263 155523 45034 REPAIRS AND MAINTENANCE 429911 362575 58494 8842 EQUIPMENT LEASE 101142 83011 14817 3314 907794 179548 726515 1731 11337810 8143045 2677965 516800 308178 2122138 1129883 1453177 265941 179783 10517948 7374668 3270919 3143280 1000039 976143 385450 455061 6360410 8329582 679502 436380 91554 216914 97093 0 0 1026200 782759 822053 1650908 2501547 X 3451812 3805588 1257690 2022447 4709502 5828035 6360410 8329582 1110220 8313 0 X X 0 1 X 1 0 X 3379781 4178626 3643951 4499625 6595556 22297539 5645185 6011839 5849289 5968422 5503815 28978550 9024966 10190465 9493240 10468047 12099371 51276089 42051 313590 167453 422035 576971 1522100 249721 199360 385627 15019 849727 291772 512950 553080 437054 576971 2371827 48904262 59084 82910 17026 30097 27561 216678 59084 82910 17026 30097 27561 216678 9084050 10273375 9510266 10498144 12126932 51492767 0.94970 0.95290 0.00420 0.00440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 553 553 11473657 11474210 723711 180928 0 0 626582 640739 679897 723711 2670929 4006394 22843 13734 3120 553 40250 156646 160185 169974 180928 667733 1001600 614236 5504 30020 589720 606968 37096 29828 614236 566023 70519 29574 606968 539632 56243 29852 566023 592135 -52503 539632 0.00190 0.99810 1 0 463603 463603 3423498 6407597 -2984099 5215508 5215508 1400889 952621 448268 14450 14450 0 3143280 INVESTMENTS HELD IN TRUST BY OTHERS 191581 F DAYTON FOUNDATION FUNDS 784562 F 976143 SUPPLIES 283048 CASH SURRENDER VALUE OF LIFE INSURANCE 172013 455061 ACCRUED EXPENSES AND TAXES 822053 822053 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, 2020: 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 2016. X X X X X X X DIAMOND GALA 429179 354773 74406 17561 60845 10089 41510 DAYTON BRUNCH 18989 18989 4341 2 8777 8777 1501 456945 354773 102172 17561 60845 10089 47352 135847 -33675 X 1 0 0 0 0 0 0 0 0 SHARON LINER MEDICAL DIRECTOR 260620 0 0 0 400 0 4493 0 13465 0 278978 0 0 0 SAPNA KALSY PHYSICIAN 157345 0 0 0 98 0 0 0 520 0 157963 0 0 0 PART I, LINE 4A THE FOLLOWING INDIVIDUALS RECEIVED A SEVERANCE PAYMENT DURING THE YEAR: MELINDA CHIMENTO- $28,614 MICHELLE HUFFMAN- $41,819 X 6 2250 FMV X DINNER 2 5000 FMV X ENTERTAINMENT 9 3201 FMV X MISCELLANEOUS 2 2630 FMV X GIFT CARDS 5 535 FMV 0 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 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. MT AUBURN PARKING LLC 2314 AUBURN AVENUE CINCINNATI OH 452192882 300465363 TO LEASE BUILDING TO PLANNED PARENTHOOD OF SOUTHWEST OHIO OH 0 259149 PLANNED PARENTHOOD SOUTHWEST OHIO REGION EMC AUBURN HOLDINGS LLC 2314 AUBURN AVENUE CINCINNATI OH 452192882 TO SUPPORT THE ACTIVITIES OF PLANNED PARENTHOOD SOUTHWEST OHIO REGION OH PLANNED PARENTHOOD SOUTHWEST OHIO REGION EMC DAYTON HOLDINGS LLC 2314 AUBURN AVENUE CINCINNATI OH 452192882 TO SUPPORT THE ACTIVITIES OF PLANNED PARENTHOOD SOUTHWEST OHIO REGION OH PLANNED PARENTHOOD SOUTHWEST OHIO REGION EMC HAMILTON HOLDINGS LLC 2314 AUBURN AVENUE CINCINNATI OH 452192882 TO SUPPORT THE ACTIVITIES OF PLANNED PARENTHOOD SOUTHWEST OHIO REGION OH PLANNED PARENTHOOD SOUTHWEST OHIO REGION PLANNED PARENTHOOD CINCINNATI REGION FOUNDATION INC 2314 AUBURN AVE CINCINNATI OH 452192882 311215310 PROVIDE FUNDING FOR SUPPORTED ORG PLANNED PARENTHOOD SOUTHWEST OHIO REGION OH 501(C)(3) LINE 11, TYPE 1 PLANNED PARENTHOOD OF SOUTHWEST OHIO REGION 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 348140 CASH