2018-05-15T12:44:05-05:00 2017-06-30 420714325 RSM US LLP 2000 W DOROTHY LN DAYTON OH 45439 990 2016-07-01 310536688 PLANNED PARENTHOOD SOUTHWEST OHIO REGION PLAN 5137217635 2314 AUBURN AVENUE CINCINNATI OH 452192882 LEE BOWER CFO/COO 5137217635 2018-05-14 1 KAREN O CRIM P00368385 9372980201 2016 2022-09-23 18:48:47Z JERRY LAWSON 2314 AUBURN AVENUE CINCINNATI OH 452192882 10826535 0 X WWW.PPSWO.ORG X 1948 OH TO PROVIDE ACCESS TO HIGH QUALITY HEALTH CARE AND EDUCATION 21 21 140 460 0 0 3580206 4178626 5645185 5929340 33768 72362 138559 345789 9397718 10526117 0 0 0 0 6070536 5886870 0 0 297589 3629746 3573019 9700282 9459889 -302564 1066228 4591965 6289786 1559691 2153358 3032274 4136428 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 6435140 6008169 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. 502750 509369 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. 363744 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. 7301634 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 1 140 1 0 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 JAMES MICHAEL CHAIR 0.50 X X 0 0 0 SALLY CUNI VICE CHAIR 0.50 X X 0 0 0 RICHARD KAY TREASURER UNTIL 12/31/16 0.50 X X 0 0 0 JOHN GILLESPIE TRUSTEE TO 12/31/16 THEN TREASURER 0.50 X X 0 0 0 KIMBERLY HAMLIN SECRETARY 0.50 X X 0 0 0 SERGIO AGUILLON-MATA TRUSTEE FROM 1/1/17 0.30 X X 0 0 0 TONY ALEXANDER TRUSTEE TO 12/31/16 0.30 X 0 0 0 KATHLEEN KATHY BRINKMAN TRUSTEE 0.30 X 0 0 0 LINDA BUTLER TRUSTEE 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 RASHIDA MANUEL TRUSTEE 0.30 X 0 0 0 LYN MARSTELLER TRUSTEE 0.30 X 0 0 0 BARBARA MENDOZA TRUSTEE FROM 1/1/17 0.30 X 0 0 0 LAURA MERCER TRUSTEE 0.30 X 0 0 0 INDIA SCARVER TRUSTEE 0.30 X 0 0 0 CLIFFORD SCHECTER TRUSTEE 0.30 X 0 0 0 DEBORAH SCHOOLMASTER TRUSTEE 0.30 X 0 0 0 JAY SHATZ TRUSTEE 0.30 X 0 0 0 RITA STOLPER TRUSTEE TO 12/31/16 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 FROM 1/1/17 0.30 X 0 0 0 JERRY LAWSON CEO 35.50 2.00 X 135396 0 40373 LEE BOWER CFO/COO 35.50 2.00 X 89793 0 12559 SHARON LINER DIR. OF SURGICAL SERVICES 37.50 X 234031 0 22143 459220 0 75075 2 0 1 0 0 204940 1384164 509369 2080153 74514 4178626 PATIENT FEES 621400 5929340 5929340 5929340 18168 18168 299704 245510 54194 54194 54194 82499 204940 54908 27591 27591 OTHER REVENUE 621400 318198 318198 318198 10526117 0 0 6347491 459219 261110 143951 54158 4438340 3601811 724970 111559 989311 789573 169471 30267 29688 29688 108022 108022 3203 3203 78839 58201 20597 41 127766 89762 15588 22416 488241 431823 50479 5939 62330 46303 11859 4168 11770 11770 268076 95281 172795 141136 132630 6889 1617 MEDICAL COSTS AND SUPPL 962605 962114 491 0 REPAIRS AND MAINTENANCE 546186 442055 84150 19981 MISCELLANEOUS 397916 147243 226239 24434 CONTRACT SERVICES 296825 206652 68953 21220 50416 37076 11551 1789 9459889 7301634 1860666 297589 268143 1289587 430916 696735 232043 257134 9740263 6991401 2510758 2748862 903139 961719 246966 335749 4591965 6289786 210994 421725 182325 48474 34681 408174 1131691 1274985 1559691 2153358 X 2053417 3228305 166138 83392 812719 824731 3032274 4136428 4591965 6289786 1066228 37926 0 X X 0 1 X 1 0 X 3284637 2857529 4136985 3379781 4178626 17837558 5420116 4969474 5456847 5645185 6011839 27503461 8704753 7827003 9593832 9024966 10190465 45341019 166503 56244 61431 58659 344350 687187 0 166503 56244 61431 58659 344350 687187 44653832 17330 17286 24315 59084 82910 200925 17330 17286 24315 59084 82910 200925 8722083 7844289 9618147 9084050 10273375 45541944 0.98050 0.97720 0.00440 0.00380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 22843 22843 9508788 9531631 626582 156646 0 0 621642 654107 637863 626582 2540194 3810291 523 2889 263 22843 26518 155411 163527 159466 156646 635050 952575 539632 56243 29852 566023 592135 -52503 539632 628903 -9792 26976 592135 628903 628903 0.00180 0.98250 0.01580 0 0 463603 463603 4297885 3517817 780068 3680406 2281007 1399399 1283919 1178127 105792 14450 14450 0 2748862 INVESTMENTS HELD IN TRUST BY OTHERS 197481 F DAYTON FOUNDATION FUNDS 764238 F 961719 SUPPLIES 180691 CASH SURRENDER VALUE OF LIFE INSURANCE 155058 335749 ACCRUED EXPENSES AND TAXES 1274985 1274985 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, 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. X X X X X X X 1 ANNE LUECKE 3528 SHAW AVE CINCINNATI OH 45208 FUNDRAISING AND DONOR RELATIONS 0 0 20160 -20160 20160 -20160 DIAMOND GALA 246187 204940 41247 54418 PUSH ARM WRESTLING EVENT 11656 11656 490 257843 204940 52903 54908 54908 -2005 X X X 0 0 0 0 0 0 0 0 0 JERRY LAWSON CEO 135396 0 0 0 0 0 0 0 40373 0 175769 0 0 0 SHARON LINER DIR. OF SURGICAL SERVICES 234031 0 0 0 0 0 0 0 22143 0 256174 0 0 0 ANNE LUECKE WIFE OF CLIFFORD SCHECTER, TRUSTEE 20160 FUNDRAISING 0 X 18 74514 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. MT AUBURN PARKING LLC 2314 AUBURN AVENUE CINCINNATI OH 452192882 300465363 TO LEASE BUILDING TO PLANNED PARENTHOOD OF SOUTHWEST OHIO OH -2089 292355 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 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 N/A 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 PLANNED PARENTHOOD CINCINNATI REGION FOUNDATION INC C 1384164 CASH