PLANNED PARENTHOOD SOUTHWEST OHIO REGION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PLANNED PARENTHOOD SOUTHWEST OHIO REGION (EIN 31-0536688)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-15
- IRS object ID
- 201821359349306657
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T12:44:05-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 W DOROTHY LN | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45439 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310536688 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANNED PARENTHOOD SOUTHWEST OHIO REGION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PLAN | BusinessNameControlTxt |
| Phone | 5137217635 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2314 AUBURN AVENUE | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452192882 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEE BOWER | PersonNm |
| Person Title | CFO/COO | PersonTitleTxt |
| Phone | 5137217635 | PhoneNum |
| Signature | 2018-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN O CRIM | PreparerPersonNm |
| PTIN | P00368385 | PTIN |
| Phone | 9372980201 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JERRY LAWSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2314 AUBURN AVENUE | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452192882 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,826,535 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PPSWO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1948 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE ACCESS TO HIGH QUALITY HEALTH CARE AND EDUCATION | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 140 | TotalEmployeeCnt |
| Total Volunteers | 460 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,580,206 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,178,626 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,645,185 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,929,340 | CYProgramServiceRevenueAmt |
| PY Investment Income | $33,768 | PYInvestmentIncomeAmt |
| CY Investment Income | $72,362 | CYInvestmentIncomeAmt |
| PY Other Revenue | $138,559 | PYOtherRevenueAmt |
| CY Other Revenue | $345,789 | CYOtherRevenueAmt |
| PY Total Revenue | $9,397,718 | PYTotalRevenueAmt |
| CY Total Revenue | $10,526,117 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,070,536 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,886,870 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $297,589 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,629,746 | PYOtherExpensesAmt |
| CY Other Expenses | $3,573,019 | CYOtherExpensesAmt |
| PY Total Expenses | $9,700,282 | PYTotalExpensesAmt |
| CY Total Expenses | $9,459,889 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$302,564 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,066,228 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,591,965 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,289,786 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,559,691 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,153,358 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,032,274 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,136,428 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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 | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,435,140 | ExpenseAmt |
| Revenue | $6,008,169 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $502,750 | ExpenseAmt |
| Revenue | $509,369 | RevenueAmt |
| Desc | 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 2,237 EDUCATION PROGRAM PARTICIPANTS. PLANNED PARENTHOOD SOUTHWEST OHIO REGION PARTICIPATED IN HEALTH FAIRS AND COMMUNITY OUTREACH EVENTS YIELDING MORE THAN 700 CONTACTS WITH INDIVIDUALS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $363,744 | ExpenseAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $7,301,634 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 27 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 140 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHYLISS PAYTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5138247806 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2314 AUBURN AVENUE | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452192882 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JAMES MICHAEL | ||||||||
| CHAIR | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SALLY CUNI | ||||||||
| VICE CHAIR | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RICHARD KAY | ||||||||
| TREASURER UNTIL 12/31/16 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN GILLESPIE | ||||||||
| TRUSTEE TO 12/31/16 THEN TREASURER | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KIMBERLY HAMLIN | ||||||||
| SECRETARY | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SERGIO AGUILLON-MATA | ||||||||
| TRUSTEE FROM 1/1/17 | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TONY ALEXANDER | ||||||||
| TRUSTEE TO 12/31/16 | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN KATHY BRINKMAN | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| LINDA BUTLER | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| JULIE DESAI | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| MARY JO GROVES | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| RASHIDA MANUEL | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| LYN MARSTELLER | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA MENDOZA | ||||||||
| TRUSTEE FROM 1/1/17 | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| LAURA MERCER | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| INDIA SCARVER | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| CLIFFORD SCHECTER | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH SCHOOLMASTER | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| JAY SHATZ | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| RITA STOLPER | ||||||||
| TRUSTEE TO 12/31/16 | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| MEGHAN THOMAS | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA TOBIAS | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| ABBIE YOUKILIS | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| THERESE ZINK | ||||||||
| TRUSTEE FROM 1/1/17 | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| JERRY LAWSON | ||||||||
| CEO | 35.50 | Yes (X) | $135,396 | $0 | $40,373 | 2.00 | ||
| LEE BOWER | ||||||||
| CFO/COO | 35.50 | Yes (X) | $89,793 | $0 | $12,559 | 2.00 | ||
| SHARON LINER | ||||||||
| DIR. OF SURGICAL SERVICES | 37.50 | $234,031 | $0 | $22,143 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $459,220 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $75,075 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $204,940 | FundraisingAmt |
| Related Organizations | $1,384,164 | RelatedOrganizationsAmt |
| Government Grants | $509,369 | GovernmentGrantsAmt |
| All Other Contributions | $2,080,153 | AllOtherContributionsAmt |
| Noncash Contributions | $74,514 | NoncashContributionsAmt |
| Total Contributions | $4,178,626 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PATIENT FEES | Desc |
| Business | 621400 | BusinessCd |
| Total Revenue Column | $5,929,340 | TotalRevenueColumnAmt |
| Exclusion | $5,929,340 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,929,340 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,168 | TotalRevenueColumnAmt |
| Exclusion | $18,168 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $299,704 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $245,510 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $54,194 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,194 | TotalRevenueColumnAmt |
| Exclusion | $54,194 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $82,499 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $204,940 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $54,908 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,591 | TotalRevenueColumnAmt |
| Exclusion | $27,591 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 621400 | BusinessCd |
| Total Revenue Column | $318,198 | TotalRevenueColumnAmt |
| Exclusion | $318,198 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $318,198 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,526,117 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,347,491 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $459,219 | TotalAmt |
| Program Services | $261,110 | ProgramServicesAmt |
| Management And General | $143,951 | ManagementAndGeneralAmt |
| Fundraising | $54,158 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,438,340 | TotalAmt |
| Program Services | $3,601,811 | ProgramServicesAmt |
| Management And General | $724,970 | ManagementAndGeneralAmt |
| Fundraising | $111,559 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $989,311 | TotalAmt |
| Program Services | $789,573 | ProgramServicesAmt |
| Management And General | $169,471 | ManagementAndGeneralAmt |
| Fundraising | $30,267 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,688 | TotalAmt |
| Management And General | $29,688 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,022 | TotalAmt |
| Management And General | $108,022 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,203 | TotalAmt |
| Management And General | $3,203 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,839 | TotalAmt |
| Program Services | $58,201 | ProgramServicesAmt |
| Management And General | $20,597 | ManagementAndGeneralAmt |
| Fundraising | $41 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,766 | TotalAmt |
| Program Services | $89,762 | ProgramServicesAmt |
| Management And General | $15,588 | ManagementAndGeneralAmt |
| Fundraising | $22,416 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $488,241 | TotalAmt |
| Program Services | $431,823 | ProgramServicesAmt |
| Management And General | $50,479 | ManagementAndGeneralAmt |
| Fundraising | $5,939 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,330 | TotalAmt |
| Program Services | $46,303 | ProgramServicesAmt |
| Management And General | $11,859 | ManagementAndGeneralAmt |
| Fundraising | $4,168 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,770 | TotalAmt |
| Management And General | $11,770 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,076 | TotalAmt |
| Program Services | $95,281 | ProgramServicesAmt |
| Management And General | $172,795 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,136 | TotalAmt |
| Program Services | $132,630 | ProgramServicesAmt |
| Management And General | $6,889 | ManagementAndGeneralAmt |
| Fundraising | $1,617 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEDICAL COSTS AND SUPPL | $962,605 | $962,114 | $491 | $0 |
| REPAIRS AND MAINTENANCE | $546,186 | $442,055 | $84,150 | $19,981 |
| MISCELLANEOUS | $397,916 | $147,243 | $226,239 | $24,434 |
| CONTRACT SERVICES | $296,825 | $206,652 | $68,953 | $21,220 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,416 | TotalAmt |
| Program Services | $37,076 | ProgramServicesAmt |
| Management And General | $11,551 | ManagementAndGeneralAmt |
| Fundraising | $1,789 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,459,889 | TotalAmt |
| Program Services | $7,301,634 | ProgramServicesAmt |
| Management And General | $1,860,666 | ManagementAndGeneralAmt |
| Fundraising | $297,589 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,143 | BOYAmt |
| EOY | $1,289,587 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $430,916 | BOYAmt |
| EOY | $696,735 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,043 | BOYAmt |
| EOY | $257,134 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,740,263 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,991,401 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,510,758 | BOYAmt |
| EOY | $2,748,862 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $903,139 | BOYAmt |
| EOY | $961,719 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,966 | BOYAmt |
| EOY | $335,749 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,591,965 | BOYAmt |
| EOY | $6,289,786 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,994 | BOYAmt |
| EOY | $421,725 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,325 | BOYAmt |
| EOY | $48,474 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,681 | BOYAmt |
| EOY | $408,174 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,131,691 | BOYAmt |
| EOY | $1,274,985 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,559,691 | BOYAmt |
| EOY | $2,153,358 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,053,417 | BOYAmt |
| EOY | $3,228,305 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,138 | BOYAmt |
| EOY | $83,392 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $812,719 | BOYAmt |
| EOY | $824,731 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,032,274 | BOYAmt |
| EOY | $4,136,428 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,591,965 | BOYAmt |
| EOY | $6,289,786 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,066,228 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $37,926 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,284,637 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,857,529 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,136,985 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,379,781 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,178,626 | CurrentTaxYearAmt |
| Total | $17,837,558 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,420,116 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,969,474 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,456,847 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,645,185 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,011,839 | CurrentTaxYearAmt |
| Total | $27,503,461 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,704,753 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,827,003 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,593,832 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,024,966 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,190,465 | CurrentTaxYearAmt |
| Total | $45,341,019 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $166,503 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,244 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,431 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $58,659 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $344,350 | CurrentTaxYearAmt |
| Total | $687,187 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $166,503 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,244 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,431 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $58,659 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $344,350 | CurrentTaxYearAmt |
| Total | $687,187 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $44,653,832 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,330 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,286 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,315 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,084 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $82,910 | CurrentTaxYearAmt |
| Total | $200,925 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,330 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,286 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,315 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,084 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $82,910 | CurrentTaxYearAmt |
| Total | $200,925 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,722,083 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,844,289 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,618,147 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,084,050 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,273,375 | CurrentTaxYearAmt |
| Total | $45,541,944 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98050 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97720 | PublicSupportPY509Pct |
| Investment Income CY | 0.00440 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00380 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $22,843 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $22,843 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $9,508,788 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $9,531,631 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $626,582 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $156,646 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $621,642 | CurrentYearMinus3Amt |
| Current Year Minus2 | $654,107 | CurrentYearMinus2Amt |
| Current Year Minus1 | $637,863 | CurrentYearMinus1Amt |
| Current Year | $626,582 | CurrentYearAmt |
| Total | $2,540,194 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,810,291 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $523 | CurrentYearMinus3Amt |
| Current Year Minus2 | $2,889 | CurrentYearMinus2Amt |
| Current Year Minus1 | $263 | CurrentYearMinus1Amt |
| Current Year | $22,843 | CurrentYearAmt |
| Total | $26,518 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $155,411 | CurrentYearMinus3Amt |
| Current Year Minus2 | $163,527 | CurrentYearMinus2Amt |
| Current Year Minus1 | $159,466 | CurrentYearMinus1Amt |
| Current Year | $156,646 | CurrentYearAmt |
| Total | $635,050 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $952,575 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $539,632 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $56,243 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $29,852 | OtherExpendituresAmt |
| End Year Balance | $566,023 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $592,135 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$52,503 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $539,632 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $628,903 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$9,792 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $26,976 | OtherExpendituresAmt |
| End Year Balance | $592,135 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $628,903 | ContributionsAmt |
| End Year Balance | $628,903 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00180 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.98250 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01580 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $463,603 | OtherCostOrOtherBasisAmt |
| Book Value | $463,603 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,297,885 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,517,817 | DepreciationAmt |
| Book Value | $780,068 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,680,406 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,281,007 | DepreciationAmt |
| Book Value | $1,399,399 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,283,919 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,178,127 | DepreciationAmt |
| Book Value | $105,792 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,450 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,450 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,748,862 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENTS HELD IN TRUST BY OTHERS | $197,481 | F |
| DAYTON FOUNDATION FUNDS | $764,238 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $961,719 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SUPPLIES | $180,691 |
| CASH SURRENDER VALUE OF LIFE INSURANCE | $155,058 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $335,749 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED EXPENSES AND TAXES | Desc |
| Amt | $1,274,985 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,274,985 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2017: 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 2013. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE LUECKE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3528 SHAW AVE | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING AND DONOR RELATIONS | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $20,160 | RetainedByContractorAmt |
| Net To Organization | -$20,160 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $20,160 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$20,160 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DIAMOND GALA | Event1Nm |
| Gross Receipts Event1 | $246,187 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $204,940 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $41,247 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $54,418 | OtherDirectExpensesEvent1Amt |
| Event2 | PUSH ARM WRESTLING EVENT | Event2Nm |
| Gross Receipts Event2 | $11,656 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $11,656 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $490 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $257,843 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $204,940 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $52,903 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $54,908 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $54,908 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$2,005 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JERRY LAWSON | ||||||||||||||
| CEO | $135,396 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $40,373 | $0 | $175,769 | $0 | $0 | $0 |
| SHARON LINER | ||||||||||||||
| DIR. OF SURGICAL SERVICES | $234,031 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $22,143 | $0 | $256,174 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE LUECKE | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | WIFE OF CLIFFORD SCHECTER, TRUSTEE | RelationshipDescriptionTxt |
| Transaction | $20,160 | TransactionAmt |
| Transaction | FUNDRAISING | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $74,514 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| MT AUBURN PARKING LLC | |||||||||
| 2314 AUBURN AVENUE | CINCINNATI | OH | 452192882 | 300465363 | TO LEASE BUILDING TO PLANNED PARENTHOOD OF SOUTHWEST OHIO | OH | -$2,089 | $292,355 | 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 | $0 | $0 | 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 | $0 | $0 | 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 | $0 | $0 | PLANNED PARENTHOOD SOUTHWEST OHIO REGION | |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANNED PARENTHOOD CINCINNATI REGION FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2314 AUBURN AVE | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452192882 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311215310 | EIN |
| Primary Activities | PROVIDE FUNDING FOR SUPPORTED ORG PLANNED PARENTHOOD SOUTHWEST OHIO REGION | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11, TYPE 1 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANNED PARENTHOOD CINCINNATI REGION FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $1,384,164 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |
Comments