PLANNED PARENTHOOD OF SOUTHWEST OHIO REGION Charity Report

Public IRS 990 nonprofit record

PLANNED PARENTHOOD OF SOUTHWEST OHIO REGION

EIN 31-0536688 · Family Planning (E42)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $69.30 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders29 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

65.71%of revenue went to mission work69.3% of expenses · Program services

4.67%of revenue went to fundraising4.9% of expenses

$94.81spent for every $100 of revenueRevenue covered expenses this year.

24.43%of revenue went to management and office costs25.8% of expenses

$0.52in assets for every $1 spent this yearSome assets cannot be spent right away.

55.5%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $294,481 for SHARON LINER (MEDICAL DIRECTOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$19,171,356

Mission workProgram services$12,597,07065.71% of revenue69.3% of expenses

ManagementOffice and general costs$4,683,89124.43% of revenue25.8% of expenses

FundraisingAsking for donations$895,5464.67% of revenue4.9% of expenses

Revenue left after expensesReported annual surplus$994,8495.19% of revenueShown in gray on the chart

Total expenses$18,176,50794.81% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 69.3% mission · 25.8% management · 4.9% fundraisingTotal expenses: 94.81% of revenue

2023Expense mix: 64.7% mission · 28.4% management · 6.9% fundraisingTotal expenses: 119.63% of revenue

2022Expense mix: 67.7% mission · 27.4% management · 4.9% fundraisingTotal expenses: 123.38% of revenue

2021Expense mix: 69.1% mission · 26.4% management · 4.5% fundraisingTotal expenses: 64.76% of revenue

2020Expense mix: 76.6% mission · 18.9% management · 4.6% fundraisingTotal expenses: 108.72% of revenue

2019Expense mix: 71.8% mission · 23.6% management · 4.6% fundraisingTotal expenses: 91.08% of revenue

2018Expense mix: 77.9% mission · 18.0% management · 4.1% fundraisingTotal expenses: 99.70% of revenue

2017Expense mix: 79.3% mission · 16.7% management · 4.0% fundraisingTotal expenses: 95.67% of revenue

Money in and money out

Revenue$19,171,356

Expenses$18,176,507

Annual surplus $994,849 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$12,597,070 · 69.3% of expenses

Management and office costs$4,683,891 · 25.8% of expenses

Fundraising$895,546 · 4.9% of expenses

See all reported dollar amounts

Revenue$19,171,356

Expenses$18,176,507

Assets$9,385,537

Income$19,346,717

Contributions$10,647,333

Mission work (program services)$12,597,070

Fundraising$895,546

Grants given$3,500,000

Average grant$1,750,000

Management and general$4,683,891

Executive compensation (total)$530,208

Accounting fees$171,624

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

SHARON LINERMEDICAL DIRECTOR · 38 hrs/week $294,481Base $273,896 · Other $20,585

SAPNA KALSYPHYSICIAN · 30 hrs/week $174,280

SUSANNE BERTULEITINTERIM CEO/PAST COO · 38 hrs/week $169,978Base $155,862 · Other $14,116

SUSAN BERLIANTVP OF DEVELOPMENT · 38 hrs/week $158,600Base $153,658 · Other $4,942

GWYNNE ROHRSASSISTANT MEDICAL DIRECTOR · 38 hrs/week $156,799Base $150,908 · Other $5,891

ALLY ARMITAGECOO · 38 hrs/week $124,485Base $111,928 · Other $12,557

RASHIDA MANUELVP OF DEI · 38 hrs/week $123,109Base $115,065 · Other $8,044

KIMBERLY SPURGEONCFO · 38 hrs/week $121,500

DANIELLE HEMPHILLCHIEF EXTERNAL AFFAIRS OFFICER · 38 hrs/week $115,296Base $103,390 · Other $11,906

NAN WHALEYCEO · 38 hrs/week $102,849

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (29)

SHARON LINERMEDICAL DIRECTOR

SAPNA KALSYPHYSICIAN

SUSANNE BERTULEITINTERIM CEO/PAST COO

SUSAN BERLIANTVP OF DEVELOPMENT

GWYNNE ROHRSASSISTANT MEDICAL DIRECTOR

ALLY ARMITAGECOO

RASHIDA MANUELVP OF DEI

KIMBERLY SPURGEONCFO

DANIELLE HEMPHILLCHIEF EXTERNAL AFFAIRS OFFICER

NAN WHALEYCEO

KRISTIN FREEMANTRUSTEE

BETH MANDELTRUSTEE

STEPHANIE KLUMPTRUSTEE

CAMILLE HALLTRUSTEE

CAROL KABELTRUSTEE

DR ANGELICA HARDEETRUSTEE

MAYRA CASAS JACKSONTRUSTEE

LISA E HANAUERTRUSTEE

LAURA MERCERTRUSTEE

DR JENELLE EVANSTRUSTEE

CYNTHIA RICHARDSTRUSTEE

JOCELYN RHYNARDTRUSTEE

JAASIEL CHAPMANTRUSTEE

AIMEE MARUYAMATRUSTEE

GABE DAVISTRUSTEE

FELICE NUDELMANTRUSTEE

ELLEN ESSIGTRUSTEE

ELISSA HABIBTRUSTEE

DR VICKI RAGER COLONTRUSTEE

About this charity

Recognized since: January 1948
Location: 2314 AUBURN AVE, CINCINNATI, OH 45219-2802
County: Hamilton
In care of: % NAN WHALEY
Primary officer: KIMBERLY SPURGEON, CFO

How to reach them

WebsiteVisit the charity’s website Phone(513) 721-7635

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: BOBER MARKEY FEDOROVICH & COMPANY
NTEE classification: Family Planning (E42)
IRS tax category: Family Planning
Grant-giving organization: Yes