2015-05-15T09:43:19-05:00 2014-06-30 420714325 MCGLADREY LLP 2000 W DOROTHY LN DAYTON OH 45439 990 2013-07-01 310536688 PLANNED PARENTHOOD OF SOUTHWEST OHIO PLAN 5137217635 2314 AUBURN AVENUE CINCINNATI OH 452192882 LEE BOWER CFO 5137217635 2015-05-13 1 KAREN O CRIM P00368385 9372980201 2013 2016-04-25 22:37:26Z LEE BOWER 2314 AUBURN AVENUE CINCINNATI OH 452192882 8214807 0 X WWW.PPSWO.ORG X 1948 OH TO PROVIDE REPRODUCTIVE HEALTH CARE AND EDUCATION TO ALL INDIVIDUALS REGARDLESS OF ABILITY TO PAY 22 22 140 150 0 0 3284637 2857529 5420116 4969474 51376 17021 214657 167325 8970786 8011349 0 0 0 0 4914486 5422577 0 0 409353 3613309 3945415 8527795 9367992 442991 -1356643 3691270 5168004 1232060 1786099 2459210 3381905 X TO PROVIDE REPRODUCTIVE & COMPLIMENTARY HEALTH CARE SERVICES IN SETTINGS WHICH PRESERVE & PROTECT THE ESSENTIAL PRIVACY AND RIGHTS OF EACH INDIVIDUAL; TO ADVOCATE PUBLIC POLICIES WHICH GUARANTEE THESE RIGHTS AND ENSURE ACCESS TO SUCH SERVICES; TO PROVIDE EDUCATIONAL PROGRAMS WHICH ENHANCE UNDERSTANDING OF INDIVIDUAL AND SOCIETAL IMPLICATIONS OF HUMAN SEXUALITY; TO PROMOTE RESEARCH AND THE ADVANCEMENT OF TECHNOLOGY IN REPRODUCTIVE HEALTH CARE AND ENCOURAGE UNDERSTANDING OF THEIR INHERENT BIOETHICAL, BEHAVIORAL, AND SOCIAL IMPLICATIONS. 0 0 6098843 4956765 PROVIDED REPRODUCTIVE HEALTH CARE SERVICES TO ANY INDIVIDUAL WHO WANTS OR NEEDS THEM REGARDLESS OF ABILITY TO PAY. MORE THAN 44,300 FAMILY PLANNING VISITS, OVER 2,080 HIV TESTING AND COUNSELING VISITS, OVER 700 HPV TESTING AND COUNSELING VISITS, OVER 380 HSV TESTING AND COUNSELING VISITS, OVER 300 COLPOSCOPY VISITS, AND MORE THAN 8,000 PROCEDURES WERE PROVIDED TO PATIENTS IN THE SIXTEEN COUNTY AREA SERVED. 638171 12709 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 1,500 EDUCATION PROGRAM PARTICIPANTS AND 50 PROFESSIONAL TRAINING PROGRAM PARTICIPANTS. PLANNED PARENTHOOD SOUTHWEST OHIO PARTICIPATED IN OVER 10 HEALTH FAIRS AND COMMUNITY OUTREACH EVENTS YIELDING OVER 6,000 CONTACTS WITH INDIVIDUALS. 363596 PUBLIC AFFAIRS PROGRAMS CONDUCTED DURING THE YEAR ARE DESIGNED TO MAKE THE PUBLIC AWARE OF HOW TO ACCESS THE AFFORDABLE HEALTH CARE SERVICES PLANNED PARENTHOOD SOUTHWEST OHIO REGION OFFERS. THESE PROGRAMS INCLUDE THE FOLLOWING MARKETING VEHICLES: TELEPHONE DIRECTORY, RADIO, NEWSPAPER ADVERTISEMENTS, AND PRODUCTION AND DISSEMINATION OF MARKETING COLLATERAL MATERIAL. PUBLIC AFFAIRS PROGRAMS ALSO INCLUDE ADVOCACY FOR WOMEN'S HEALTH AND REPRODUCTIVE RIGHTS ISSUES. TO THAT END, PPSWO ENGAGES IN EMAIL MESSAGING TO PLANNED PARENTHOOD ACTION NETWORK SUBSCRIBERS, SOCIAL MARKETING USING FACEBOOK AND MYSPACE, PUBLIC SPEAKING, TABLING, PHONEBANKING AND LIMITED LOBBYING. THE PUBLIC AFFAIRS DEPARTMENT ALSO MANAGES THE CONTENT ON WWW.PPSWO.ORG. 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. 7100610 1 1 0 1 0 0 0 0 0 0 1 1 0 0 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 1 140 1 0 0 0 0 0 0 0 0 X 22 22 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X LEE BOWER 5137217635 2314 AUBURN AVENUE CINCINNATI OH 452192882 CAROL KABEL CHAIR TO 12/31/13 THEN PAST CHAIR 0.50 X X 0 0 0 KATHY BRINKMAN TRUSTEE TO 12/31/13 THEN CHAIR 0.50 X X 0 0 0 CHANDRA GRAVELY VICE CHAIR TO 12/31/13 0.50 X X 0 0 0 TONY ALEXANDER TRUSTEE TO 12/31/13 THEN VICE CHAIR 0.50 X X 0 0 0 DICK WESTHEIMER TREASURER 0.50 X X 0 0 0 AMY KATTMAN SECRETARY TO 12/31/13 0.50 X X 0 0 0 DEBORAH SCHOOLMASTER TRUSTEE TO 12/31/13 THEN SECRETARY 0.30 X X 0 0 0 LORI ASKELAND TRUSTEE 0.30 X 0 0 0 ANJELICA FRANCISCO TRUSTEE 0.30 X 0 0 0 CHARLES VELLA TRUSTEE 0.30 X 0 0 0 GERI HERNANDEZ TRUSTEE 0.30 X 0 0 0 RICK KAY TRUSTEE 0.30 X 0 0 0 LYN MARSTELLER TRUSTEE 0.30 X 0 0 0 JAMES MICHAEL TRUSTEE 0.30 X 0 0 0 ELLEN REISTER TRUSTEE 0.30 X 0 0 0 JAY SHATZ TRUSTEE 0.30 X 0 0 0 RITA STOLPER TRUSTEE 0.30 X 0 0 0 CATHERINE TUCKERMAN TRUSTEE 0.30 X 0 0 0 ABBIE YOUKILIS TRUSTEE FROM 1/2014 0.30 X 0 0 0 BARBARA TOBIAS TRUSTEE 0.30 X 0 0 0 JULIE DESAI TRUSTEE FROM 1/2014 0.30 X 0 0 0 NORA ZORICH TRUSTEE FROM 1/2014 0.30 X 0 0 0 KIMBERLY HAMLIN TRUSTEE FROM 1/2014 0.30 X 0 0 0 MEGHAN THOMAS TRUSTEE FROM 1/2014 0.30 X 0 0 0 SARAH WILLHELM GREATHOUSE TRUSTEE TO 12/31/13 0.30 X 0 0 0 MORRIS PASSER TRUSTEE TO 12/31/13 0.30 X 0 0 0 RICHARD WRIGHT TRUSTEE TO 12/31/13 0.30 X 0 0 0 JERRY LAWSON CEO 35.50 2.00 X 117225 0 1065 NINA SCHULTZ CFO TO 8/2013 35.50 2.00 X 63360 0 3980 RICK DELEWSKI INTERIM CFO FROM 10/2013 TO 1/2014 35.50 2.00 X 0 0 0 LEE BOWER CFO FROM 1/2014 35.50 2.00 X 0 0 0 SHARON LINER DIR. OF SURGICAL SERVICES 37.50 0.00 X 248010 0 11662 TIMOTHY KRESS MEDICAL DIRECTOR 37.50 0.00 X 219636 0 12897 648231 0 29604 3 0 1 0 0 1119922 583159 1154448 43787 2857529 PATIENT FEES 621400 4956765 4956765 EDUCATION 621400 12709 12709 4969474 7097 7097 146975 137051 9924 9924 9924 233732 66407 167325 167325 8011349 4969474 0 184346 648231 491091 110250 46890 3953038 3074492 662617 215929 821308 624117 144468 52723 112515 112515 35496 23664 9860 1972 55869 5045 50116 708 14895 8418 6477 115471 75477 26323 13671 468279 380973 61085 26221 81316 63007 14205 4104 35709 35709 167200 167200 297527 78479 219048 148576 136055 10868 1653 MEDICAL COSTS AND SUPPL 1237859 1237724 135 REPAIRS AND MAINTENANCE 487863 405886 59996 21981 CONTRACT SERVICES 273125 132003 141122 MISCELLANEOUS 215479 104784 106657 4038 198236 92195 86578 19463 9367992 7100610 1858029 409353 287306 356849 44988 105671 601683 243506 110465 78238 9920687 7041754 1940932 2878933 492673 1329566 213223 175241 3691270 5168004 298005 283207 127368 190425 320000 300000 486687 1012467 1232060 1786099 X 2181616 2057916 77725 485289 199869 838700 2459210 3381905 3691270 5168004 X -1356643 2352 2276986 X X 0 1 X 1 0 X 3352950 2461754 2908522 3284637 2857529 14865392 4341339 4399616 5184914 5420116 4969474 24315459 7694289 6861370 8093436 8704753 7827003 39180851 38887 190896 372723 166503 56244 825253 0 38887 190896 372723 166503 56244 825253 38355598 17009 22163 26663 17330 17286 100451 17009 22163 26663 17330 17286 100451 7711298 6883533 8120099 8722083 7844289 39281302 0.97640 0.98060 0.00260 0.00250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 523 523 9432312 9432835 621642 155411 0 0 540765 547055 577525 621642 2286987 3430481 1362 1430 3408 523 6723 135191 136764 144381 155411 571747 857621 0 628903 628903 1.00000 0 0 463603 463603 3892890 3393198 499692 2279462 1140864 1138598 2995601 2241788 753813 289131 265904 23227 2878933 INVESTMENTS HELD IN TRUST BY OTHERS 1016331 F MERRILL LYNCH 174846 F LIFE INSURANCE 138389 F 1329566 ACCRUED EXPENSES AND TAXES 1012467 1012467 X PART X, LINE 2: FIN 48 FOOTNOTE - INCOME TAXES 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. 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 2010. DIAMOND GALA 152957 152957 27321 BOOK FAIR 63517 63517 13930 23539 2 17258 17258 1617 233732 233732 13930 52477 66407 167325 X X X X 0 0 0 0 0 0 0 0 0 SHARON LINER DIR. OF SURGICAL SERVICES 248010 0 0 0 0 0 0 0 11662 0 259672 0 0 0 TIMOTHY KRESS MEDICAL DIRECTOR 219636 0 0 0 0 0 0 0 12897 0 232533 0 0 0 X VARIOUS OTHER 15 43787 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 DURING THE JULY BOARD MEETING IT WAS PROPOSED TO AMEND THE PLANNED PARENTHOOD OF SOUTHWEST OHIO'S CODE OF REGULATIONS TO ALLOW A BOARD MEMBER, WHO IS ELECTED TO FILL THE BALANCE OF A VACANT TERM THAT IS LESS THAN ONE YEAR, TO BE ELIGIBLE TO SERVE TWO 3-YEAR TERMS. THE PROPOSED AMENDMENT WAS UNANIMOUSLY APPROVED. FORM 990, PART VI, SECTION B, LINE 11 ANNUALLY, THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S PRESIDENT/CEO AND 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 AND COMPARES SALARY WITH PREVIOUS AND CURRENT SALARY SCALE AND FACTORS IN YEARS & EXPERIENCE WITH THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INVESTMENT HELD IN TRUST 11,581. ASSETS TRANSFERRED FROM PLANNED PARENTHOOD OF THE GREATER MIAMI VALLEY FOUN 2,265,405. 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 25316 308854 PLANNED PARENTHOOD OF SOUTHWEST OHIO PLANNED PARENTHOOD CINCINNATI REGION FOUNDATION INC 2314 AUBURN AVE CINCINNATI OH 452192882 311215310 PROVIDE FUNDING FOR SUPPORTED ORG PLANNED PARENTHOOD OF SOUTHWEST OHIO OH 501(C)(3) LINE 11, TYPE 1 N/A 0 PLANNED PARENTHOOD OF THE GREATER MIAMI VALLEY FOUNDATION 222 N WILKINSON ST DAYTON OH 45402 311266132 PROVIDE FUNDING FOR SUPPORTED ORG PLANNED PARENTHOOD OF SOUTHWEST OHIO 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 972955 CASH PLANNED PARENTHOOD OF THE GREATER MIAMI VALLEY FOUNDATION C 146967 CASH PLANNED PARENTHOOD OF THE GREATER MIAMI VALLEY FOUNDATION K 120000 CASH