P L A N Of Southwest Ohio Inc
- Assets
- $1.1m
- Revenue
- $1.4m
- Investments
- $0.0
- Employees
- 8
- Location
- Cincinnati, OH
- Founding
- 05/1997
- Data as of
- 06/2022
- EIN
- 31-1486601
Organization Overview
P L A N Of Southwest Ohio Inc is located in Cincinnati, OH. The organization was established in 1997. According to its NTEE Classification (E60) the organization is classified as: Health Support, under the broad grouping of Health Care and related organizations. As of 06/2022, P L A N Of Southwest Ohio Inc employed 8 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. P L A N Of Southwest Ohio Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, P L A N Of Southwest Ohio Inc generated $1.4m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 17.1% each year . All expenses for the organization totaled $595.7k during the year ending 06/2022. While expenses have increased by 3.3% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO SERVE INDIDVIDUALS WITH MULTIPLE DISABILITIES IN THE SOUTHWEST OHIO REGION
Describe the Organization's Program Activity:
Part 3 - Line 4a
SLIDING SCALE PROGRAM - SUPPORT TO LOW INCOME PLAN PARTICIPANTS PLAN SUBSIDIZES THEIR SERVICES WITH FUNDS FROM GRANTS AND FUNDRAISING
OTHER LABOR AND PROGRAM EXPENSES THAT ARE USED BY MULTIPLE PROGRAMS
CET PROGRAM - PROVIDES INDIVIDUALIZED SERVICES TO FAMILIES WITH DISABLED PERSONS TO ENHANCE THE QUALITY OF LIFE FOR THE DISABLED FAMILY MEMBERS NOW AND IN THE FUTURE
BE ACTIVE - STRUCTURED, SUPERVISED, WEEKLY ACTIVITY FREE OF CHARGE FOR PLAN PARTICIPANTS AND OTHERS
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Stacy Martz Executive Director | OfficerTrustee | 40 | $74,955 |
Gary Sparks President | Trustee | 0.25 | $0 |
Jim Harter Vice President | Trustee | 0.25 | $0 |
Babu Gupta Trustee | Trustee | 0.25 | $0 |
Judi Dean Trustee | Trustee | 0.25 | $0 |
Joseph Faessler Trustee | Trustee | 0.25 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $43,274 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $961,053 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,004,327 |
| Total Program Service Revenue | $350,866 |
| Investment income | $96 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,415,848 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $74,955 |
| Compensation of current officers, directors, key employees. | $37,478 |
| Compensation to disqualified persons | $209,116 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $12,258 |
| Payroll taxes | $21,322 |
| Fees for services: Management | $3,986 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $7,050 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $31,865 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $5,348 |
| Advertising and promotion | $11,693 |
| Office expenses | $30,430 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $24,676 |
| Travel | $41,839 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $5,220 |
| All other expenses | $1,109 |
| Total functional expenses | $595,718 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $911,170 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $122,472 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $35,944 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $1,069,586 |
| Accounts payable and accrued expenses | $39,953 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $39,953 |
| Net assets without donor restrictions | $246,580 |
| Net assets with donor restrictions | $783,053 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,069,586 |