2024-05-15T18:40:10-05:00 2023-06-30 341523030 BOBER MARKEY FEDOROVICH & COMPANY 3421 RIDGEWOOD ROAD SUITE 300 AKRON OH 44333 990 2022-07-01 310536688 PLANNED PARENTHOOD OF SOUTHWEST OHIO REGION PLAN 5137217635 2314 AUBURN AVE CINCINNATI OH 45219 SUZANNE BERTULEIT INTERIM PRESIDENT & CEO 5137217635 2024-05-15 1 SUZANNE BERTULEIT 999009999 0 JESSICA L TEPUS P01067325 3307629785 2024-05-15 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z SUZANNE BERTULEIT 2314 AUBURN AVE CINCINNATI OH 45219 14553025 0 X WWW.PPSWO.ORG X 1948 OH TO PROVIDE ACCESS TO HIGH QUALITY HEALTH CARE AND EDUCATION 29 29 112 39 0 0 13650369 8782021 4921186 5504305 29449 103339 43016 10402 18644020 14400067 0 2500000 0 0 6316947 7515870 0 0 872020 5756993 7750267 12073940 17766137 6570080 -3366070 13036083 9560971 1529350 1356993 11506733 8203978 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 11215075 2500000 5659031 PROVIDED AFFORDABLE REPRODUCTIVE HEALTH CARE SERVICES TO INDIVIDUALS REGARDLESS OF INSURANCE STATUS. APPROXIMATELY 32,000 PATIENT VISITS WERE PROVIDED IN THE TWENTY-THREE COUNTY SERVICE AREA. 352001 PUBLIC AFFAIRS AND ADVOCACY FOR SPECIFIC POSITIONS TAKEN BY PLANNED PARENTHOOD SOUTHWEST 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. 454642 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 2,000 EDUCATION PROGRAM PARTICIPANTS AND APPROXIMATELY 3,400 WHO WERE REACHED THROUGH THE TEXT/CHAT PROGRAM. PLANNED PARENTHOOD SOUTHWEST OHIO REGION PARTICIPATED IN HEALTH FAIRS AND COMMUNITY OUTREACH EVENTS YIELDING MORE THAN 2,700 CONTRACTS WITH INDIVIDUALS. 12021718 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 47 0 1 112 1 0 0 0 0 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X CLAUDIA VILLANUEVA 5137217635 2314 AUBURN AVE CINCINNATI OH 45219 KIANA TRABUE TRUSTEE 0.30 X 0 0 0 BETH MANDEL TRUSTEE 0.30 X 0 0 0 STEPHANIE KLUMP TRUSTEE 0.30 X 0 0 0 JAASIEL CHAPMAN TRUSTEE 0.30 X 0 0 0 DR SARAH BARTLETT TRUSTEE 0.30 X 0 0 0 GABE DAVIS TRUSTEE 0.30 X 0 0 0 RICKELL HOWARD SMITH TRUSTEE 0.30 X 0 0 0 JOHN THEOBALD TRUSTEE 0.30 X 0 0 0 JASMINE COASTON TRUSTEE 0.30 X 0 0 0 DR VICKI RAGER COLON TRUSTEE 0.30 X 0 0 0 LEO D'CRUZ TRUSTEE 0.30 X 0 0 0 ELLEN ESSIG TRUSTEE 0.30 X 0 0 0 DR JANELLE EVANS TRUSTEE 0.30 X 0 0 0 KRISTIN FREEMAN TRUSTEE 0.30 X 0 0 0 ELISSA HABIB TRUSTEE 0.30 X 0 0 0 CAMILLE HALL TRUSTEE 0.30 X 0 0 0 LISA E HANAUER TRUSTEE 0.30 X 0 0 0 CAROL KABEL TRUSTEE 0.30 X 0 0 0 AIMEE MARUYAMA TRUSTEE 0.30 X 0 0 0 LAURA MERCER TRUSTEE 0.30 X 0 0 0 PENNY PENSAK 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 LAUREN TUDOR TRUSTEE 0.30 X 0 0 0 DR ANGELICA HARDEE TRUSTEE 0.30 X 0 0 0 MAYRA CASAS JACKSON TRUSTEE 0.30 X 0 0 0 TOM GILMAN TRUSTEE 0.30 X 0 0 0 JULIAN JOHNSON TRUSTEE 0.30 X 0 0 0 FELICE NUDELMAN TRUSTEE 0.30 X 0 0 0 KERSHA DEIBEL CEO 35.00 X 210982 0 8588 SUSANNE BERTULEIT COO 35.00 X 131171 0 11977 SHARON LINER MEDICAL DIRECTOR 37.50 X 294423 0 21593 SUSAN BERLIANT VP OF DEVELOPMENT 37.50 X 133023 0 5199 KATHERINE BROKESH VP OF PS 37.50 X 106561 0 13108 DANIELLE HEMPHILL VP OF COMMS 37.50 X 109079 0 13378 SAPNA KALSY PHYSICIAN 30.00 X 185259 0 0 GWYNNE ROHRS MIDWIFE 37.50 X 135860 0 5553 1306358 0 79396 8 0 1 0 WIN WIN CONSULTING 225 CEDAR HILL STREET SUITE 200 MARLBOROUGH MA 01752 IT CONSULTANT 283600 UNIVERSITY OF CINCINNATI PHYSICIANS COMP PO BOX 932696 CLEVELAND OH 44193 CONTRACT PHYSICIANS 217000 RAINBOW GROUP LLC DBA CERTA PRO PAINTERS 25 WHITNEY DR SUITE 102 MILFORD OH 45150 PAINTERS 102285 3 205356 2503694 6072971 240780 8782021 PATIENT FEES 621400 5425889 5425889 EDUCATION REVENUE 621400 78416 78416 5504305 103062 103062 8911 8513 121 398 -121 277 277 0 205356 144324 -144324 -144324 MISCELLANEOUS REVENUE 621400 154726 154726 154726 14400067 5659031 0 -40985 2500000 2500000 678737 438619 184646 55472 5766708 3726611 1568796 471301 1070425 633499 353934 82992 72126 72126 38857 38857 216132 19328 183916 12888 130569 56731 19423 54415 485634 328194 123708 33732 113489 79032 31918 2539 469726 386311 78901 4514 206012 182948 19296 3768 CONTRACT SERVICES 3250212 1308354 1869062 72796 MISCELLANEOUS EXPENSES 1330668 1030459 233264 66945 MEDICAL COSTS AND SUPPL 1026078 1022906 3172 REPAIRS AND MAINTENANCE 350912 265801 76095 9016 59852 42925 15285 1642 17766137 12021718 4872399 872020 7460743 465550 2163694 1203923 1680841 109554 111422 11108086 8178754 2998650 2929332 989848 2025618 273365 184514 13036083 9560971 627534 374075 901816 982918 1529350 1356993 X 10031899 7071138 1474834 1132840 11506733 8203978 13036083 9560971 -3366070 63315 0 X X 0 1 X 1 0 X 4499625 6595556 4758321 13650369 8782021 38285892 5968422 5503815 6235706 5006790 5425889 28140622 10468047 12099371 10994027 18657159 14207910 66426514 437054 576971 79037 199535 698676 1991273 0 437054 576971 79037 199535 698676 1991273 64435241 30097 27561 13866 29020 103062 203606 30097 27561 13866 29020 103062 203606 10498144 12126932 11007893 18686179 14310972 66630120 0.96710 0.96820 0.00310 0.00190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8083 8083 17758054 17766137 1000000 250000 0 0 723711 706831 753697 1000000 3184239 4776359 553 130 293 8083 9059 180928 176708 188424 250000 796060 1194090 596526 127773 50835 673464 734890 -107505 30859 596526 589720 176029 30859 734890 614236 5504 30020 589720 606968 37096 29828 614236 0.00154 0.99846 1 0 463888 463888 3557779 6735702 -3177923 5573821 130651 5443170 1501878 1301681 200197 10720 10720 0 2929332 INVESTMENTS HELD IN TRUST BY OTHERS 1017127 F DAYTON FOUNDATION FUNDS 1008491 F 2025618 ACCRUED EXPENSES AND TAXES 982918 982918 X PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF VARIOUS DONOR-RESTRICTED ENDOWMENTS 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, 2023: 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 LIMTIED LIABILITY COMPANEIS 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 2018. X X X X X X X COMMUNITY EDUCATION 21736 21736 500 BALLOT BRUNCH 145052 145052 8820 3 38568 38568 135004 205356 205356 144324 144324 -144324 1 PLANNED PARENTHOOD CINCINNATI REGION FOUNDATION INC 2314 AUBURN AVE CINCINNATI OH 452192882 311215310 501(C)(3) 2500000 0 GENERAL OPERATING SUPPORT X 0 0 0 0 0 0 0 0 0 SHARON LINER MEDICAL DIRECTOR 294423 0 0 0 0 0 10272 0 11321 0 316016 0 0 0 KERSHA DEIBEL CEO 210982 0 0 0 0 0 8367 0 221 0 219570 0 0 0 SAPNA KALSY PHYSICIAN 185259 0 0 0 0 0 0 0 0 0 185259 0 0 0 X 12 240680 FMV X MISCELLANEOUS 1 100 FMV 0 0 0 PART I, COLUMN (B): IS THE NUMBER OF CONTRIBUTIONS 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 15 THE ORGANIZATION USES A CURRENT SALARY SCALE, WHICH COMPARES CURRENT SALARY WITH PREVIOUS SALARY WHIEL 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, LINE 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. AUBURN PARKING LLC 2314 AUBURN AVENUE CINCINNATI OH 452192882 300465363 TO LEASE BUILDING TO PLANNED PARENTHOOD OF SOUTHWEST OHIO OH 0 228421 PLANNED PARENTHOOD SOUTHWEST OHIO REGION EMC AUBURN HOLDINGS LLC 2314 AUBURN AVENUE CINCINNATI OH 452192882 OH PLANNED PARENTHOOD SOUTHWEST OHIO REGION EMC DAYTON HOLDINGS LLC 2314 AUBURN AVENUE CINCINNATI OH 452192882 OH PLANNED PARENTHOOD SOUTHWEST OHIO REGION EMC HAMILTON HOLDINGS LLC 2314 AUBURN AVENUE CINCINNATI OH 452192882 OH PLANNED PARENTHOOD SOUTHWEST OHIO REGION PLANNED PARENTHOOD CINCINNATI REGION FOUNDATION INC 2314 AUBURN AVENUE CINCINNATI OH 452192882 311215310 PROVIDE FUNDING FOR SUPPORTED ORG PLANNED PARENTHOOD SOUTHWEST OHIO OH 501(C)(3) LINE 11 PLANNED PARENTHOOD OF SOUTHWEST OHIO 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PLANNED PARENTHOOD CINCINNATI REGION FOUNDATION INC B 2500000 CASH