Planned Parenthood of Southwest Ohio Region
Nonprofit profile at a glance
- EIN
- 310536688
- IRS 990 coverage
- 2009–2024
- Forms available
- Form 990 2024
- Location
- Cincinnati, OH, USA
- Phone
- 5137217635
- Rating
- 75
- Verdict
- SUPPORTED
- Rating confidence
- Standard
- Sector
- Family Planning Centers
Reported finances
- Revenue
- $19,171,356
- Expenses
- $18,176,507
- Assets
- $9,385,537
- Liabilities
- $2,822,707
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
29 people listed
Executive titles in this filing
- SUSANNE BERTULEIT (INTERIM CEO/PAST COO)
- NAN WHALEY (CEO)
Highest reported compensation
- SHARON LINER (MEDICAL DIRECTOR): $294,481 total reported compensation
- SAPNA KALSY (PHYSICIAN): $174,280 total reported compensation
- SUSANNE BERTULEIT (INTERIM CEO/PAST COO): $169,978 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
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.
What it reported doing in 2024
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 1,400 education program participants and approximately 2,800 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.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 65
- Transparency & Controls: 74
- Accountability: 100
- Sustainability: 39
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 66.6%; rating input score 67
- Program expense ratio: 69.3%; rating input score 69
- Fundraising efficiency: $11.89 raised per $1 spent on fundraising; rating input score 43; 43rd percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
- Pay-setting controls: 1 of 6 controls in place; rating input score 17
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 5.2%; rating input score 54; 54th percentile among comparable filings
- Total-asset coverage ratio: 0.52; rating input score 16; 16th percentile among comparable filings
- Liabilities to assets ratio: 0.3; rating input score 46; 46th percentile among comparable filings
- Officer compensation ratio: 8.5%; rating input score 27; 27th percentile among comparable filings
Growth
- Program expense growth: 5.3% per year; rating input score 100; 44th percentile among comparable filings
- Revenue growth: 6% per year; rating input score 100; 52nd percentile among comparable filings
- Asset growth: 7.6% per year; rating input score 100; 53rd percentile among comparable filings
Details
- Where the money goes: 66.6% of revenue deployed · 69.3% of spending went to programs
- Governance: 29 of 29 board members independent · 9 of 9 filing controls reported
- Programs: 3 filed program accomplishments · $12.6M in reported program spending
- Leadership: top reported pay $294K · 29 people listed · 1 of 6 pay-setting controls reported
- Highest-paid contractors: 2 contractors listed · $321K reported
- Consistency: 30 of 30 current checks pass
- Schedules: 10 filed schedules · includes major donors and executive pay
- Filing history: 16 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Money network: 10 filed money-flow records
- Related organizations: 2 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Fundraising efficiency scored 43/100.
- High — Sustainability: Total-asset coverage ratio scored 16/100.
- Review — Sustainability: Operating margin scored 54/100.
- High — Sustainability: Officer compensation ratio scored 27/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 46/100.