Nonprofit · EIN 31-1215310
PLANNED PARENTHOOD CINCINNATI REGION FOUNDATION
Tax-exempt · CINCINNATI, OH 45219
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $969,332 | $4,224,051 | -$3,254,719 | $7,592,599 | $2,611,177 | $4,981,422 |
| June 30, 2024 | 990 | $1,565,611 | $3,675,303 | -$2,109,692 | $8,340,427 | $60,290 | $8,280,137 |
| June 30, 2023 | 990 | $2,755,276 | $408,759 | $2,346,517 | $11,612,304 | $1,242,383 | $10,369,921 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $969,332
- Net gain from sales of assets
- $688,848
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $4,153,919
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $4,153,919
- Management and general (functional)
- $70,132
Balance sheet and other
- Total assets, start of year
- $8,340,427
- Total assets, end of year
- $7,592,599
- Total liabilities, end of year
- $2,611,177
- Net assets, end of year
- $4,981,422
- Publicly traded securities
- $7,116,435
- Net assets without donor restrictions
- $3,347,328
- Net assets with donor restrictions
- $1,634,094
- Gross receipts
- $2,169,683
- Employees
- 0
- Volunteers
- 13
- Year formed
- 1988
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SUSANNE BERTULEIT | INTERIM CEO/PAST COO Officer | 1 | $0 | $155,862 | $14,116 |
| ALLY ARMITAGE | COO Officer | 1 | $0 | $111,928 | $12,556 |
| KIMBERLY SPURGEON | CFO Officer | 1 | $0 | $121,500 | $0 |
| SALLY CUNI | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| JULIE DESAI | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| JOHN GILLESPIE | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| WILLIAM JOINER | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| CAROL KABEL | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| ELIZABETH LESLIE | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| CHARLIE NORTON | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| ELLEN REISTER | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| MARGO ROSS | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| ANDREW TUDOR | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| JAY SHATZ | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| BETH MANDEL | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAURA MERCER | TRUSTEE Trustee or director | 0.3 | $0 |
| AMY KATTMAN | CHAIR Officer | 0.3 | $0 |
| RICHARD KAY | TREASURER Officer | 0.3 | $0 |
| CLAUDIA VILLENUEVA | SECRETARY Officer | 0.3 | $0 |
990 for the year ended June 30, 2024: 21 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SUSANNE BERTULEIT | INTERIM CEO/PAST COO Officer | 1 | $0 | $147,958 | $9,437 |
| KERSHA DEIBEL | PAST CEO Officer | 1 | $0 | $138,483 | $4,894 |
| ALLY ARMITAGE | COO Officer | 1 | $0 | $90,923 | $10,603 |
| SALLY CUNI | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| JULIE DESAI | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| JOHN GILLESPIE | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| WILLIAM JOINER | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| CAROL KABEL | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| ELIZABETH LESLIE | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| CHARLIE NORTON | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| ELLEN REISTER | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| MARGO ROSS | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| ANDREW TUDOR | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| JOHN WHALEN | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| JAY SHATZ | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| ALLY KATTMAN | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| BETH MANEL | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| LAURA MERCER | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| ANN KATTMAN | CHAIR Officer | 0.3 | $0 | $0 | $0 |
| RICHARD KAY | TREASURER Officer | 0.3 | $0 | $0 | $0 |
| CLAUDIA VILLENUEVA | SECRETARY Officer | 0.3 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 17 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KERSHA DEIBEL | CEO Officer | 1 | $0 | $210,982 | $8,588 |
| SUSANNE BERTULEIT | COO Officer | 1 | $0 | $131,171 | $11,977 |
| SALLY CUNI | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| JULIE DESAI | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| JOHN GILLESPIE | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| WILLIAM JOINER | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| CAROL KABEL | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| ELIZABETH LESLIE | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| CHARLIE NORTON | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| ELLEN REISTER | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| MARGO ROSS | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| ANDREW TUDOR | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| JOHN WHALEN | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| JAY SHATZ | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| ANN KATTMAN | CHAIR Officer | 0.3 | $0 | $0 | $0 |
| RICHARD KAY | TREASURER Officer | 0.3 | $0 | $0 | $0 |
| CLAUDIA VILLENUEVA | SECRETARY Officer | 0 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2314 AUBURN AVE, CINCINNATI, OH 45219-2802
- Principal officer (990 for 2024)
- NAN WHALEY, 2314 AUBURN AVE, CINCINNATI, OH 452192882
- Signed the 990
- KIMBERLY SPURGEON, CFO
- Phone
- (513) 721-7635
- Return prepared by
- BOBER MARKEY FEDOROVICH & COMPANY
Mission
TO PROVIDE FINANCIAL SUPPORT FOR THE CONTINUED EXISTENCE OF PLANNED PARENTHOOD SOUTHWEST OHIO REGION.
Program accomplishments
- PROVIDED FUNDING FOR THE OPERATIONS OF THE SUPPORTED ORGANIZATION, PLANNED PARENTHOOD SOUTHWEST OHIO REGION.Expenses $4,153,919 · grants $4,153,919
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
- 31-1215310
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1988
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E114)
- Assets (IRS master file)
- $7,592,599
- Income (IRS master file)
- $2,169,683
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $969,332 | $4,224,051 | $7,592,599 | IRS |
| 990 | June 2024 | $1,565,611 | $3,675,303 | $8,340,427 | IRS |
| 990 | June 2023 | $2,755,276 | $408,759 | $11,612,304 | XML |
| 990 | June 2022 | $639,508 | $365,081 | $8,044,908 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 31-1215310).
Questions about PLANNED PARENTHOOD CINCINNATI REGION FOUNDATION
- What is the EIN of PLANNED PARENTHOOD CINCINNATI REGION FOUNDATION?
- The employer identification number (EIN) of PLANNED PARENTHOOD CINCINNATI REGION FOUNDATION is 31-1215310.
- Is PLANNED PARENTHOOD CINCINNATI REGION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to PLANNED PARENTHOOD CINCINNATI REGION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does PLANNED PARENTHOOD CINCINNATI REGION FOUNDATION 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 CINCINNATI REGION FOUNDATION 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 CINCINNATI REGION FOUNDATION 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 CINCINNATI REGION FOUNDATION?
- The 990 for the year ended June 30, 2025 names NAN WHALEY.
- Who are the officers and directors of PLANNED PARENTHOOD CINCINNATI REGION FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 19 people; 0 received compensation from the organization.
- How much revenue does PLANNED PARENTHOOD CINCINNATI REGION FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $969,332, expenses of $4,224,051 and total assets of $7,592,599 at year end.
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