Nonprofit · EIN 31-1486601
P L A N OF SOUTHWEST OHIO INC
Tax-exempt · FOREST PARK, OH 45240
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $703,233 | $691,186 | $12,047 | $1,146,736 | $37,698 | $1,109,038 |
| June 30, 2024 | 990 | $711,050 | $657,353 | $53,697 | $1,109,509 | $34,108 | $1,075,401 |
| June 30, 2023 | 990 | $557,089 | $634,422 | -$77,333 | $983,571 | $31,271 | $952,300 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $294,712
- Program service revenue
- $360,681
- Investment income
- $47,026
- Net rental income
- $814
- Other revenue
- $814
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $78,614
- Other salaries and wages
- $255,410
- Salaries, compensation and benefits (total)
- $385,131
- Professional fundraising fees
- $0
- Legal fees
- $227
- Accounting fees
- $5,320
- Occupancy
- $45,518
- Program services (functional)
- $580,192
- Management and general (functional)
- $82,072
- Fundraising (functional)
- $28,922
Balance sheet and other
- Total assets, start of year
- $1,109,509
- Total assets, end of year
- $1,146,736
- Total liabilities, end of year
- $37,698
- Net assets, end of year
- $1,109,038
- Land, buildings and equipment
- $229,119
- Net assets without donor restrictions
- $325,985
- Net assets with donor restrictions
- $783,053
- Gross receipts
- $705,219
- Employees
- 10
- Volunteers
- 1
- Year formed
- 1997
- 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 |
|---|---|---|---|
| STACY MARTZ | EXECUTIVE DIRECTOR Trustee or director, Key employee | 40 | $0 |
| GARY SPARKS | PRESIDENT Trustee or director | 0.25 | $0 |
| JIM HARTER | VICE PRESIDENT Trustee or director | 0.25 | $0 |
| BABU GUPTA | TRUSTEE Trustee or director | 0.25 | $0 |
| JUDI DEAN | TRUSTEE Trustee or director | 0.25 | $0 |
| JOESPH FAESSLER Jr | TRUSTEE Trustee or director | 0.25 | $0 |
| CYNTHIA SCHNEIDER | TRUSTEE Trustee or director | 0.25 | $0 |
| SABA HUSSAIN | TRUSTEE Trustee or director | 0.25 | $0 |
| MICHAEL JORDAN | TRUSTEE Trustee or director | 0.25 | $0 |
| MARY HATRIDGE | TRUSTEE Trustee or director | 0.25 | $0 |
| MICHAEL SCHWARTZMAN | TRUSTEE Trustee or director | 0.25 | $0 |
| NORMA QUINTEROS | TRUSTEE Trustee or director | 0.25 | $0 |
| LAURA DRAKE | TRUSTEE Trustee or director | 0.25 | $0 |
| CHARLOTTE KEMP | TRUSTEE Trustee or director | 0.25 | $0 |
| AMY STENGER-SULLIVAN | TRUSTEE Trustee or director | 0 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STACY MARTZ | EXECUTIVE DIRECTOR Trustee or director, Officer, Key employee | 40 | $74,514 |
| MICHAEL SCHWARTZMAN | TRUSTEE Trustee or director | 0.25 | $0 |
| MARY HATRIDGE | TRUSTEE Trustee or director | 0.25 | $0 |
| MICHAEL JORDAN | TRUSTEE Trustee or director | 0.25 | $0 |
| CHARLOTTE KEMP | TRUSTEE Trustee or director | 0.25 | $0 |
| LAURA DRAKE | TRUSTEE Trustee or director | 0.25 | $0 |
| NORMA QUINTEROS | TRUSTEE Trustee or director | 0.25 | $0 |
| SABA HUSSAIN | TRUSTEE Trustee or director | 0.25 | $0 |
| BABU GUPTA | TRUSTEE Trustee or director | 0.25 | $0 |
| JIM HARTER | VICE PRESIDENT Trustee or director | 0.25 | $0 |
| GARY SPARKS | PRESIDENT Trustee or director | 0.25 | $0 |
| CYNTHIA SCHNEIDER | TRUSTEE Trustee or director | 0.25 | $0 |
| JOESPH FAESSLER JR | TRUSTEE Trustee or director | 0.25 | $0 |
| JUDI DEAN | TRUSTEE Trustee or director | 0.25 | $0 |
990 for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STACY MARTZ | EXECUTIVE DIRECTOR Trustee or director, Key employee | 40 | $73,539 |
| MICHAEL SCHWARTZMAN | TRUSTEE Trustee or director | 0.25 | $0 |
| MARY HATRIDGE | TRUSTEE Trustee or director | 0.25 | $0 |
| MICHAEL JORDAN | TRUSTEE Trustee or director | 0.25 | $0 |
| CHARLOTTE KEMP | TRUSTEE Trustee or director | 0.25 | $0 |
| LAURA DRAKE | TRUSTEE Trustee or director | 0.25 | $0 |
| NORMA QUINTEROS | TRUSTEE Trustee or director | 0.25 | $0 |
| SABA HUSSAIN | TRUSTEE Trustee or director | 0.25 | $0 |
| BABU GUPTA | TRUSTEE Trustee or director | 0.25 | $0 |
| JIM HARTER | VICE PRESIDENT Trustee or director | 0.25 | $0 |
| GARY SPARKS | PRESIDENT Trustee or director | 0.25 | $0 |
| CYNTHIA SCHNEIDER | TRUSTEE Trustee or director | 0.25 | $0 |
| JOESPH FAESSLER JR | TRUSTEE Trustee or director | 0.25 | $0 |
| JUDI DEAN | TRUSTEE Trustee or director | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 1251 KEMPER MEADOW DR STE 100A, FOREST PARK, OH 45240-1768
- In care of
- % STACY MARTZ
- Signed the 990
- STACY MARTZ, PHD DIRECTOR
- Phone
- (513) 821-6111
- Website
- WWW.PLANSWOHIO.ORG
- Return prepared by
- GPS TAX SERVICES LLC
Mission
TO HELP FAMILIES CARE FOR LOVED ONES WITH DISABILITIES ACROSS THEIR LIFETIMES.
Program accomplishments
- TO HELP FAMILIES CARE FOR LOVED ONES WITH DISABILITIES ACROSS THEIR LIFETIMES. OVERHEAD EXPENSES ALLOCATED TO PROGRAMS WE PROVIDE TO OUR PARTICIPANTS: PLANNING, FAMILY SURROGACY, RECREATION AND COGNITIVE ENHANCHMENT THERAPY.Expenses $391,426
- SILDING SCALE PROGRAM: SUPPORT LOW INCOME PLAN PARTICIPANTS. PLAN SUBSIDIZES THEIR SERVICES WITH FUNDS FROM GRANTS AND FUNDRAISING.Expenses $63,637
- FAMILY SURROGACY PROGRAM: TO HELP FAMILIES CARE FOR LOVED ONES WITH DISABILITIES ACROSS THEIR LIFETIMES. OVERHEAD EXPENSES ALLOCATED TO PROGRAMS WE PROVIDE TO OUR PARTICIPANTS: PLANNING, FAMILY SURROGACY, RECREATION AND COGNITIVE ENHANCHMENT THERAPY.Expenses $24,988 · revenue $233,355
- RECREATION PROGRAM: COMMUNITY BASED GROUP ACTIVITIES TO ENRICH THE SOCIAL LIVES OF PLAN PARTICIPANTS.Expenses $82,247 · revenue $112,103
- CET PROGRAM: NEURO AND SOCIAL COGNITIVE REHABILITAION FOR PEOPLE DIAGNOSED WITH SCHIZOPHRENIC ILLNESSESExpenses $9,883 · revenue $7,160
- PLAN OF CARE - BE ACTIVEExpenses $8,011 · revenue $2,000
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
- 31-1486601
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1997
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E60)
- Assets (IRS master file)
- $1,146,736
- Income (IRS master file)
- $705,219
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $703,233 | $691,186 | $1,146,736 | IRS |
| 990 | June 2024 | $711,050 | $657,353 | $1,109,509 | IRS |
| 990 | June 2023 | $557,089 | $634,422 | $983,571 | XML |
| 990 | June 2022 | $1,415,848 | $595,718 | $1,069,586 | 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 31-1486601).
Questions about P L A N OF SOUTHWEST OHIO INC
- What is the EIN of P L A N OF SOUTHWEST OHIO INC?
- The employer identification number (EIN) of P L A N OF SOUTHWEST OHIO INC is 31-1486601.
- Is P L A N OF SOUTHWEST OHIO INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to P L A N OF SOUTHWEST OHIO INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does P L A N OF SOUTHWEST OHIO INC 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 P L A N OF SOUTHWEST OHIO INC 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 P L A N OF SOUTHWEST OHIO INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of P L A N OF SOUTHWEST OHIO INC?
- The 990 for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does P L A N OF SOUTHWEST OHIO INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $703,233, expenses of $691,186 and total assets of $1,146,736 at year end.
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