Form 990 for tax year 2024
Filed by PLANNED PARENTHOOD CINCINNATI REGION FOUNDATION.
Totals
- Total revenue
- $969,332
- Total expenses
- $4,224,051
- Contributions and grants received
- $0
- Grants paid
- $4,153,919
- Program service revenue
- $0
- Investment income
- $969,332
- Other revenue
- $0
- Total assets, end of year
- $7,592,599
- Total liabilities, end of year
- $2,611,177
- Net assets or fund balances, end of year
- $4,981,422
- Program services expenses (Part IX)
- $4,153,919
- Management and general expenses
- $70,132
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $4,153,919
Program services were 98.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
3 · Investment income
total $280,484 · excluded $280,484
-
7a · Gross sales of assets other than inventory
securities $1,889,199
-
7b · Less cost or other basis and sales expenses
securities $1,200,351
-
7c · Gain or loss
securities $688,848
-
7d · Net gain or loss
total $688,848 · excluded $688,848
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $4,153,919 · program services $4,153,919
-
11f · Fees: investment management
total $70,132 · management and general $70,132
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $21,580 · end of year $465,819
-
11 · Investments: publicly traded securities
beginning of year $8,308,502 · end of year $7,116,435
-
15 · Other assets
beginning of year $10,345 · end of year $10,345
-
17 · Accounts payable and accrued expenses
beginning of year $60,290 · end of year $0
-
25 · Other liabilities
beginning of year $0 · end of year $2,611,177
-
27 · Net assets without donor restrictions
beginning of year $4,124,968 · end of year $3,347,328
-
28 · Net assets with donor restrictions
beginning of year $4,155,169 · end of year $1,634,094
Mission and programs · 2024
Mission
TO PROVIDE FINANCIAL SUPPORT FOR THE CONTINUED EXISTENCE OF PLANNED PARENTHOOD SOUTHWEST OHIO REGION.
Activities or mission (Part I)
PROVIDE FINANCIAL SUPPORT FOR THE CONTINUED EXISTENCE OF PLANNED PARENTHOOD SOUTHWEST OHIO REGION.
-
PROVIDED FUNDING FOR THE OPERATIONS OF THE SUPPORTED ORGANIZATION, PLANNED PARENTHOOD SOUTHWEST OHIO REGION.
Expenses $4,153,919 · Grants $4,153,919
As filed on the 2024 return.
Listed in Part VII
-
Sally CuniSALLY CUNI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3
-
Julie DesaiJULIE DESAI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3
-
John GillespieJOHN GILLESPIE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3
-
William JoinerWILLIAM JOINER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3
-
Carol KabelCAROL KABEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3 + 0.3 related
-
Elizabeth LeslieELIZABETH LESLIE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3
-
Charlie NortonCHARLIE NORTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3
-
Ellen ReisterELLEN REISTER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3
-
Margo RossMARGO ROSS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3
-
Andrew TudorANDREW TUDOR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3
-
Jay ShatzJAY SHATZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3
-
Beth MandelBETH MANDEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3 + 0.3 related
-
Laura MercerLAURA MERCER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3 + 0.3 related
-
Amy KattmanAMY KATTMAN
CHAIR
- Total calculated
- $0
- Hours/week
- 0.3
-
Richard KayRICHARD KAY
TREASURER
- Total calculated
- $0
- Hours/week
- 0.3
-
Susanne BertuleitSUSANNE BERTULEIT
INTERIM CEO/PAST COO
- Total calculated
- $169,978
- From this org
- $0
- From related orgs
- $155,862
- Other
- $14,116
- Hours/week
- 1 + 37.5 related
Schedule J breakdown matched by us
- Base
- $0 + $155,862 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $5,699 related
- Nontaxable benefits
- $0 + $8,417 related
- Filer's total
- $0 + $169,978 related
-
Claudia VillenuevaCLAUDIA VILLENUEVA
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.3
-
Ally ArmitageALLY ARMITAGE
COO
- Total calculated
- $124,484
- From this org
- $0
- From related orgs
- $111,928
- Other
- $12,556
- Hours/week
- 1 + 37.5 related
-
Kimberly SpurgeonKIMBERLY SPURGEON
CFO
- Total calculated
- $121,500
- From this org
- $0
- From related orgs
- $121,500
- Other
- $0
- Hours/week
- 1 + 37.5 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- COMPENSATION FOR THE CEO IS PAID BY PLANNED PARENTHOOD OF SOUTHWEST OHIO REGION, A RELATED ORGANIZATION. THE FOLLOWING METHOD IS USED TO DETERMINE COMPENSATION: - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
PLANNED PARENTHOOD SOUTHWEST OHIO REGION
$4,153,919
GENERAL OPERATING SUPPORT
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
PLANNED PARENTHOOD SOUTHWEST OHIO REGION
501(C)(3) · PROVIDE REPRODUCTIVE HEALTHCARE AND EDUCATION TO ALL INDIVIDUALS · OH
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 13 May 2026
- IRS schema version
- 2024v5.5
- Source object
- 202611359349313586
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