Nonprofit · EIN 31-0536688
PLANNED PARENTHOOD SOUTHWEST OHIO REGION
Tax-exempt · CINCINNATI, OH 45219
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $19,171,356 | $18,176,507 | $994,849 | $9,385,537 | $2,822,707 | $6,562,830 |
| June 30, 2024 | 990 | $14,285,480 | $17,089,233 | -$2,803,753 | $6,895,851 | $1,414,518 | $5,481,333 |
| June 30, 2023 | 990 | $14,400,067 | $17,766,137 | -$3,366,070 | $9,560,971 | $1,356,993 | $8,203,978 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $10,647,333
- of which government grants
- $109,440
- Program service revenue
- $8,017,431
- Investment income
- $417,373
- Net gain from sales of assets
- $69,744
- Net income from fundraising events
- -$45,105
- Other revenue
- $89,219
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $653,705
- Other salaries and wages
- $8,046,901
- Salaries, compensation and benefits (total)
- $10,141,705
- Professional fundraising fees
- $0
- Legal fees
- $121,454
- Accounting fees
- $171,624
- Occupancy
- $499,666
- Travel
- $126,731
- Depreciation
- $569,719
- Program services (functional)
- $12,597,070
- Management and general (functional)
- $4,683,891
- Fundraising (functional)
- $895,546
Balance sheet and other
- Total assets, start of year
- $6,895,851
- Total assets, end of year
- $9,385,537
- Total liabilities, end of year
- $2,822,707
- Net assets, end of year
- $6,562,830
- Land, buildings and equipment
- $2,101,044
- Net assets without donor restrictions
- $5,704,990
- Net assets with donor restrictions
- $857,840
- Gross receipts
- $19,346,717
- Employees
- 247
- Volunteers
- 29
- Year formed
- 1948
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHARON LINER | MEDICAL DIRECTOR Key employee | 37.5 | $273,896 | $20,585 |
| SAPNA KALSY | PHYSICIAN Highest-paid employee | 30 | $174,280 | $0 |
| SUSANNE BERTULEIT | INTERIM CEO/PAST COO Officer | 37.5 | $155,862 | $14,116 |
| SUSAN BERLIANT | VP OF DEVELOPMENT Highest-paid employee | 37.5 | $153,658 | $4,942 |
| GWYNNE ROHRS | ASSISTANT MEDICAL DIRECTOR Highest-paid employee | 37.5 | $150,908 | $5,891 |
| ALLY ARMITAGE | COO Officer | 37.5 | $111,928 | $12,557 |
| RASHIDA MANUEL | VP OF DEI Highest-paid employee | 37.5 | $115,065 | $8,044 |
| KIMBERLY SPURGEON | CFO Officer | 37.5 | $121,500 | $0 |
| DANIELLE HEMPHILL | CHIEF EXTERNAL AFFAIRS OFFICER Officer | 37.5 | $103,390 | $11,906 |
| NAN WHALEY | CEO Officer | 37.5 | $102,849 | $0 |
| BETH MANDEL | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| STEPHANIE KLUMP | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| JAASIEL CHAPMAN | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| GABE DAVIS | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| DR VICKI RAGER COLON | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
14 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELLEN ESSIG | TRUSTEE Trustee or director | 0.3 | $0 |
| DR JENELLE EVANS | TRUSTEE Trustee or director | 0.3 | $0 |
| KRISTIN FREEMAN | TRUSTEE Trustee or director | 0.3 | $0 |
| ELISSA HABIB | TRUSTEE Trustee or director | 0.3 | $0 |
| CAMILLE HALL | TRUSTEE Trustee or director | 0.3 | $0 |
| LISA E HANAUER | TRUSTEE Trustee or director | 0.3 | $0 |
| CAROL KABEL | TRUSTEE Trustee or director | 0.3 | $0 |
| AIMEE MARUYAMA | TRUSTEE Trustee or director | 0.3 | $0 |
| LAURA MERCER | TRUSTEE Trustee or director | 0.3 | $0 |
| CYNTHIA RICHARDS | TRUSTEE Trustee or director | 0.3 | $0 |
| JOCELYN RHYNARD | TRUSTEE Trustee or director | 0.3 | $0 |
| DR ANGELICA HARDEE | TRUSTEE Trustee or director | 0.3 | $0 |
| MAYRA CASAS JACKSON | TRUSTEE Trustee or director | 0.3 | $0 |
| FELICE NUDELMAN | TRUSTEE Trustee or director | 0.3 | $0 |
990 for the year ended June 30, 2024: 38 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHARON LINER | MEDICAL DIRECTOR Key employee | 37.5 | $272,140 | $19,086 |
| SAPNA KALSY | PHYSICIAN Highest-paid employee | 30 | $179,393 | $0 |
| SUSANNE BERTULEIT | INTERIM CEO/PAST COO Officer | 37.5 | $147,958 | $9,437 |
| GWYNNE ROHRS | MIDWIFE Highest-paid employee | 37.5 | $138,856 | $5,377 |
| KERSHA DEIBEL | PAST CEO Officer | 37.5 | $138,483 | $4,894 |
| SUSAN BERLIANT | VP OF DEVELOPMENT Highest-paid employee | 37.5 | $140,507 | $344 |
| TRACY DILLINGHAM | NP CASE MANAGEMENT LEAD Highest-paid employee | 37.5 | $126,853 | $4,965 |
| RASHIDA MANUEL | VP OF DIVERSITY, EQUITY & INCLUSION Highest-paid employee | 37.5 | $116,682 | $547 |
| ALLY ARMITAGE | COO Officer | 37.5 | $90,923 | $10,603 |
| KIANA TRABUE | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| BETH MANDEL | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| STEPHANIE KLUMP | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| JAASIEL CHAPMAN | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| DR SARAH BARTLETT | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| GABE DAVIS | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| RICKELL HOWARD SMITH | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| JOHN THEOBALD | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| JASMINE COASTON | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| DR VICKI RAGER COLON | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| LEO D'CRUZ | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| ELLEN ESSIG | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| DR JANELLE EVANS | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| KRISTIN FREEMAN | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| ELISSA HABIB | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| CAMILLE HALL | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| LISA E HANAUER | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| CAROL KABEL | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| AIMEE MARUYAMA | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| LAURA MERCER | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| PENNY PENSAK | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| CYNTHIA RICHARDS | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| JOCELYN RHYNARD | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| LAUREN TUDOR | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| DR ANGELICA HARDEE | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| MAYRA CASAS JACKSON | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| TOM GILMAN | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| JULIAN JOHNSON | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| FELICE NUDELMAN | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
990 for the year ended June 30, 2023: 37 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHARON LINER | MEDICAL DIRECTOR Key employee | 37.5 | $294,423 | $21,593 |
| KERSHA DEIBEL | CEO Officer | 35 | $210,982 | $8,588 |
| SAPNA KALSY | PHYSICIAN Highest-paid employee | 30 | $185,259 | $0 |
| SUSANNE BERTULEIT | COO Officer | 35 | $131,171 | $11,977 |
| GWYNNE ROHRS | MIDWIFE Highest-paid employee | 37.5 | $135,860 | $5,553 |
| SUSAN BERLIANT | VP OF DEVELOPMENT Highest-paid employee | 37.5 | $133,023 | $5,199 |
| DANIELLE HEMPHILL | VP OF COMMS Highest-paid employee | 37.5 | $109,079 | $13,378 |
| KATHERINE BROKESH | VP OF PS Highest-paid employee | 37.5 | $106,561 | $13,108 |
| KIANA TRABUE | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| BETH MANDEL | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| STEPHANIE KLUMP | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| JAASIEL CHAPMAN | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| DR SARAH BARTLETT | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| GABE DAVIS | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| RICKELL HOWARD SMITH | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| JOHN THEOBALD | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| JASMINE COASTON | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| DR VICKI RAGER COLON | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| LEO D'CRUZ | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| ELLEN ESSIG | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| DR JANELLE EVANS | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| KRISTIN FREEMAN | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| ELISSA HABIB | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| CAMILLE HALL | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| LISA E HANAUER | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| CAROL KABEL | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| AIMEE MARUYAMA | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| LAURA MERCER | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| PENNY PENSAK | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| CYNTHIA RICHARDS | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| JOCELYN RHYNARD | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| LAUREN TUDOR | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| DR ANGELICA HARDEE | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| MAYRA CASAS JACKSON | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| TOM GILMAN | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| JULIAN JOHNSON | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| FELICE NUDELMAN | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2314 AUBURN AVE, CINCINNATI, OH 45219-2802
- In care of
- % NAN WHALEY
- Principal officer (990 for 2024)
- NAN WHALEY, 2314 AUBURN AVE, CINCINNATI, OH 45219
- Signed the 990
- KIMBERLY SPURGEON, CFO
- Phone
- (513) 721-7635
- Website
- WWW.PPSWO.ORG
- Return prepared by
- BOBER MARKEY FEDOROVICH & COMPANY
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.
Program accomplishments
- PROVIDED AFFORDABLE REPRODUCTIVE HEALTH CARE SERVICES TO INDIVIDUALS REGARDLESS OF INSURANCE STATUS. APPROXIMATELY 28,000 PATIENT VISITS WERE PROVIDED IN THE TWENTY-THREE COUNTY SERVICE AREA.Expenses $12,014,342 · revenue $8,151,755
- 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.Expenses $15,106
- 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.Expenses $567,622
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 31-0536688
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1948
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E42)
- Assets (IRS master file)
- $9,385,537
- Income (IRS master file)
- $19,346,717
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $19,171,356 | $18,176,507 | $9,385,537 | IRS |
| 990 | June 2024 | $14,285,480 | $17,089,233 | $6,895,851 | IRS |
| 990 | June 2023 | $14,400,067 | $17,766,137 | $9,560,971 | XML |
| 990 | June 2022 | $18,644,020 | $12,073,940 | $13,036,083 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-0536688).
Questions about PLANNED PARENTHOOD SOUTHWEST OHIO REGION
- What is the EIN of PLANNED PARENTHOOD SOUTHWEST OHIO REGION?
- The employer identification number (EIN) of PLANNED PARENTHOOD SOUTHWEST OHIO REGION is 31-0536688.
- Is PLANNED PARENTHOOD SOUTHWEST OHIO REGION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1948.
- Are donations to PLANNED PARENTHOOD SOUTHWEST OHIO REGION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PLANNED PARENTHOOD SOUTHWEST OHIO REGION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PLANNED PARENTHOOD SOUTHWEST OHIO REGION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PLANNED PARENTHOOD SOUTHWEST OHIO REGION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of PLANNED PARENTHOOD SOUTHWEST OHIO REGION?
- The 990 for the year ended June 30, 2025 names NAN WHALEY.
- Who are the officers and directors of PLANNED PARENTHOOD SOUTHWEST OHIO REGION?
- The 990 for the year ended June 30, 2025 lists 29 people; 10 received compensation from the organization, the highest $273,896 (SHARON LINER, MEDICAL DIRECTOR).
- How much revenue does PLANNED PARENTHOOD SOUTHWEST OHIO REGION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $19,171,356, expenses of $18,176,507 and total assets of $9,385,537 at year end.
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