2019-05-14T19:47:09-05:00 2018-06-30 420714325 RSM US LLP 6 S PATTERSON BLVD DAYTON OH 45402 990 2017-07-01 310536688 PLANNED PARENTHOOD OF SOUTHWEST OHIO REGION PLAN 5137217635 2314 AUBURN AVENUE CINCINNATI OH 452192882 LEE BOWER CFO/COO 5137217635 2019-05-13 1 KAREN O CRIM P00368385 9372980201 66.98.98.9 2019-05-13 07:50:30 ED P 59C35BB899559E3B024B3866120A79C2CF16557D 5256FFE2CDA25E72B608732C2DA7BAD0EAEDF1D7 2017 2019-02-21 02:37:17Z JERRY LAWSON 2314 AUBURN AVENUE CINCINNATI OH 452192882 10356144 0 X WWW.PPSWO.ORG X 1948 OH TO PROVIDE ACCESS TO HIGH QUALITY HEALTH CARE AND EDUCATION 21 21 122 460 0 6417 4178626 3643951 5929340 5810626 72362 17026 345789 701261 10526117 10172864 0 0 0 0 5886870 6069687 0 0 390289 3573019 3662412 9459889 9732099 1066228 440765 6289786 5990234 2153358 1340620 4136428 4649614 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 6920277 6446672 PROVIDED AFFORDABLE REPRODUCTIVE HEALTH CARE SERVICES TO INDIVIDUALS REGARDLESS OF INSURANCE STATUS. APPROXIMATELY 40,000 PATIENT VISITS WERE PROVIDED IN THE TWENTY-THREE COUNTY SERVICE AREA. 340142 465762 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. 452439 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. 7712858 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 1 27 0 1 122 1 1 1 0 0 0 0 1 1 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X PHYLISS PAYTON 5138247806 2314 AUBURN AVENUE CINCINNATI OH 452192882 SALLY CUNI CHAIR (VICE CHAIR TO 12/17) 0.50 X X 0 0 0 JAY SHATZ VICE CHAIR (BEG 1/18) 0.30 X X 0 0 0 JOHN GILLESPIE TREASURER 0.50 X X 0 0 0 KIMBERLY HAMLIN SECRETARY 0.50 X X 0 0 0 SERGIO AGUILLON-MATA TRUSTEE 0.30 X X 0 0 0 KATHLEEN BRINKMAN TRUSTEE (END 12/17) 0.30 X 0 0 0 LINDA BUTLER TRUSTEE 0.30 X 0 0 0 LEO D'CRUZ TRUSTEE (BEG 1/18) 0.30 X 0 0 0 JULIE DESAI TRUSTEE 0.30 X 0 0 0 MARY JO GROVES TRUSTEE 0.30 X 0 0 0 RICKELL HOWARD TRUSTEE (BEG 1/18) 0.30 X 0 0 0 LAUREN JONES TRUSTEE (BEG 1/18) 0.30 X 0 0 0 BETH MANDEL TRUSTEE (BEG 1/18) 0.30 X 0 0 0 RASHIDA MANUEL TRUSTEE 0.30 X 0 0 0 LYN MARSTELLER TRUSTEE (END 12/17) 0.30 X 0 0 0 BARBARA MENDOZA TRUSTEE 0.30 X 0 0 0 LAURA MERCER TRUSTEE 0.30 X 0 0 0 JAMES MICHAEL TRUSTEE (CHAIR TO 12/17) 0.30 X X 0 0 0 INDIA SCARVER TRUSTEE (END 12/17) 0.30 X 0 0 0 CLIFFORD SCHECTER TRUSTEE 0.30 X 0 0 0 JOHN THEOBALD TRUSTEE (BEG 1/18) 0.30 X 0 0 0 DEBORAH SCHOOLMASTER TRUSTEE (END 12/17) 0.30 X 0 0 0 MEGHAN THOMAS TRUSTEE 0.30 X 0 0 0 BARBARA TOBIAS TRUSTEE 0.30 X 0 0 0 ABBIE YOUKILIS TRUSTEE 0.30 X 0 0 0 THERESE ZINK TRUSTEE (END 12/17) 0.30 X 0 0 0 JERRY LAWSON CEO 35.50 2.00 X 139782 0 25774 LEE BOWER CFO/COO 35.50 2.00 X 90163 0 13587 SHARON LINER VP OF SURGICAL SERVICES 37.50 X 233230 0 37371 463175 0 76732 2 0 1 0 CURASCRIPT SD 2297 SOUTHWEST BLVD GROVE CITY OH 43123 SPECIALTY DISTRIBUTION 412345 H GLASGOW CONSTRUCTION 7138 MIAMI AVE CINCINNATI OH 45243 CONSTRUCTION SERVICES 304584 ANDA INC 6500 ADELAIDE COURT GROVEPORT OH 43125 WAREHOUSE INVENTORY 136284 LAB CORP 358 SOUTH MAIN STREET BURLINGTON NC 27215 LAB SERVICES 109076 4 251723 394216 465762 2532250 559904 3643951 PATIENT FEES 621400 5810626 5810626 5810626 22952 22952 108411 114337 -5926 -5926 -5926 107606 251723 68943 38663 38663 OTHER REVENUE 621400 636046 636046 EDUCATION REVENUE 621400 26552 26552 662598 10172864 0 0 6528913 539906 303712 169972 66222 4545066 3745919 681784 117363 984715 773238 181701 29776 55184 2226 52958 80000 80000 171874 150916 14550 6408 76312 45312 8135 22865 526896 470048 47676 9172 87962 59690 19978 8294 500 500 257622 224135 31094 2393 140123 132617 5708 1798 MEDICAL COSTS AND SUPPL 1123309 1109983 13326 REPAIRS AND MAINTENANCE 427191 351222 66559 9410 MISCELLANEOUS 371050 107597 217839 45614 CONTRACT SERVICES 298887 201925 28065 68897 45502 34318 9107 2077 9732099 7712858 1628952 390289 1289587 1056558 696735 475751 257134 271735 10087846 7240740 2748862 2847106 961719 993274 335749 345810 6289786 5990234 421725 452215 48474 0 408174 156748 1274985 731657 2153358 1340620 X 3228305 3190528 83392 637001 824731 822085 4136428 4649614 6289786 5990234 440765 72421 0 X X 0 1 X 1 0 X 2857529 4136985 3379781 4178626 3643951 18196872 4969474 5456847 5645185 6011839 5849289 27932634 7827003 9593832 9024966 10190465 9493240 46129506 56244 61431 58659 344350 187453 708137 250000 249721 199360 385627 1084708 56244 311431 308380 543710 573080 1792845 44336661 17286 24315 59084 82910 17026 200621 17286 24315 59084 82910 17026 200621 7844289 9618147 9084050 10273375 9510266 46330127 0.95700 0.98050 0.00430 0.00440 X 0 13734 13734 9801042 9814776 640739 160185 0 0 654107 637863 626582 640739 2559291 3838937 2889 263 22843 13734 39729 163527 159466 156646 160185 639824 959736 566023 70519 29574 606968 539632 56243 29852 566023 592135 -52503 539632 628903 -9792 26976 592135 628903 628903 0.00170 0.95360 0.04470 0 0 463603 463603 3219192 3329726 -110534 4925041 2669900 2255141 1465560 1226664 238896 14450 14450 0 2847106 INVESTMENTS HELD IN TRUST BY OTHERS 194835 F DAYTON FOUNDATION FUNDS 798439 F 993274 SUPPLIES 184704 CASH SURRENDER VALUE OF LIFE INSURANCE 161106 345810 ACCRUED EXPENSES AND TAXES 731657 731657 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, 2018: 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 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL INCOME FROM DISREGARDED ENTITY NET ASSETS RELEASED FROM RESTRICTIONS PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE TO DISREGARDED ENTITY X X X X X X X 1 ANNE LUECKE 3528 SHAW AVE CINCINNATI OH 45208 FUNDRAISING AND DONOR RELATIONS 0 0 42000 -42000 42000 -42000 DIAMOND GALA 305920 251723 54197 94 66404 PSQUARED 13949 13949 65 142 180 1 11799 11799 76 807 1175 331668 251723 79945 141 1043 67759 68943 11002 X X X 0 0 0 0 0 0 0 0 0 JERRY LAWSON CEO 121777 0 0 0 18005 0 0 0 25774 0 165556 0 0 0 SHARON LINER VP OF SURGICAL SERVICES 233230 0 0 0 0 0 0 0 37371 0 270601 0 0 0 ANNE LUECKE WIFE OF CLIFFORD SCHECTER, TRUSTEE 42000 FUNDRAISING 0 X 25 559904 FAIR MARKET VALUE 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. 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