P L A N Of Southwest Ohio Inc
- Assets
- $297.6k
- Revenue
- $502.4k
- Investments
- $0.0
- Employees
- 8
- Location
- Cincinnati, OH
- Founding
- 05/1997
- Data as of
- 06/2021
- 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 06/2021, 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 06/2021, P L A N Of Southwest Ohio Inc generated $502.4k in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 1.2% each year. All expenses for the organization totaled $485.8k during the year ending 06/2021. While expenses have increased by 0.4% per year over the past 6 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
2021
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
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
OTHER LABOR AND PROGRAM EXPENSES THAT ARE USED BY MULTIPLE PROGRAMS
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Stacy Martz Executive Director | OfficerTrustee | 40 | $72,962 |
Gary Sparks President | Trustee | 0.25 | $0 |
Babu Gupta Trustee | Trustee | 0.25 | $0 |
Jim Harter Vice President | 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 | $40,146 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $143,805 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $183,951 |
| Total Program Service Revenue | $316,074 |
| Investment income | $63 |
| 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 | $502,412 |
| 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. | $72,962 |
| Compensation of current officers, directors, key employees. | $36,481 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $191,188 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $14,662 |
| Payroll taxes | $19,308 |
| Fees for services: Management | $55 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $6,733 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $2,270 |
| Fees for services: Other | $0 |
| Advertising and promotion | $1,749 |
| Office expenses | $56,871 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $15,600 |
| Travel | $28,206 |
| 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 | $5,493 |
| All other expenses | $284 |
| Total functional expenses | $485,810 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $168,478 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $104,493 |
| 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 | $24,596 |
| 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 | $297,567 |
| Accounts payable and accrued expenses | $27,854 |
| 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 | $60,210 |
| Other liabilities | $0 |
| Total liabilities | $88,064 |
| Net assets without donor restrictions | $209,503 |
| Net assets with donor restrictions | $0 |
| 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 | $297,567 |
Grants Recieved
Over the last fiscal year, we have identified 4 grants that P L A N Of Southwest Ohio Inc has recieved totaling $63,900.
| Awarding Organization | Amount |
|---|---|
Robert H Reakirt Fdn Equities 532h-70700010276043 Pittsburgh, PA PURPOSE: GENERAL SUPPORT | $30,000 |
Schwab Charitable Fund San Francisco, CA PURPOSE: HEALTH | $16,200 |
Greater Cincinnati Foundation Cincinnati, OH PURPOSE: GENERAL PURPOSE | $11,200 |
Johnson Charitable Gift Fund Cincinnati, OH PURPOSE: GENERAL FUND | $6,500 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Hr Physician Services Huntingdon Valley, PA | $97,551,934 | $52,907,501 |
Good Samaritan Hospital Physician Services Inc Vincennes, IN | $3,015,196 | $37,072,637 |
Behavioral Health Of Cambria County Johnstown, PA | $13,438,306 | $53,814,603 |
Health Help Incorporated Richmond, KY | $35,757,243 | $45,414,007 |
Person Directed Supports Inc Whitehall, PA | $7,470,318 | $33,920,174 |
Ths Physician Partners Inc South Charleston, WV | $4,628,803 | $23,777,461 |
St Lukes Holding Company Inc Maumee, OH | $11,225,984 | $28,804,739 |
Beaumont Health Foundation Southfield, MI | $229,491,444 | $33,188,557 |
South Bend Medical Foundation Inc South Bend, IN | $52,568,816 | $21,231,180 |
Lake Health-University Hospitals Seidman Cancer Ctr Physicians Inc Shaker Heights, OH | $2,908,602 | $19,851,362 |
Union County Physician Corporation Marysville, OH | $3,364,859 | $21,172,435 |
Lifeskills Health Services Inc Bowling Green, KY | $5,258,261 | $22,046,211 |