P L A N OF SOUTHWEST OHIO INC

As filed

Subsection

03

NTEE code

E60

Classification

1000

Street

1251 KEMPER MEADOW DR STE 100A

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

• 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 ILLNESSES

  Expenses $9,883 · Revenue $7,160

• PLAN OF CARE - BE ACTIVE

  Expenses $8,011 · Revenue $2,000

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

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. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $703,233

  Expenses

  $691,186

  Contributions

  $294,712

  Grants paid

  $0

• 2023

  Revenue

  $711,050

  Expenses

  $657,353

  Contributions

  $348,484

  Grants paid

  $0

• 2022

  Revenue

  $557,089

  Expenses

  $634,422

  Contributions

  $179,672

  Grants paid

  $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $1,415,848

  Expenses

  $595,718

  Assets (EOY)

  $1,069,586

• 2020 · 990

  Revenue

  $502,412

  Expenses

  $485,810

  Assets (EOY)

  $297,567

• 2019 · 990

  Revenue

  $521,509

  Expenses

  $504,441

  Assets (EOY)

  $307,313

• 2018 · 990

  Revenue

  $531,713

  Expenses

  $572,081

  Assets (EOY)

  $134,130

• 2017 · 990

  Revenue

  $527,627

  Expenses

  $458,243

  Assets (EOY)

  $160,802

• 2016 · 990

  Revenue

  $475,729

  Expenses

  $466,195

  Assets (EOY)

  $91,295

• 2015 · 990

  Revenue

  $467,947

  Expenses

  $473,200

  Assets (EOY)

  $81,761

• 2014 · 990

  Revenue

  $443,417

  Expenses

  $424,656

  Assets (EOY)

  $87,014

• 2013 · 990

  Revenue

  $459,808

  Expenses

  $455,367

  Assets (EOY)

  $79,243

• 2012 · 990

  Revenue

  — not reported

  Expenses

  $418,020

  Assets (EOY)

  $69,378

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

• DONOR ADVISED CHARITABLE GIVING

  $31,250

  2024 · HEALTH

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $23,900

  2023 · For grant recipient's exempt purposes

• DONOR ADVISED CHARITABLE GIVING

  $16,450

  2022 · HEALTH

• DONOR ADVISED CHARITABLE GIVING

  $16,200

  2023 · HEALTH

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $15,500

  2022 · For grant recipient's exempt purposes

• THRIVENT CHARITABLE IMPACT & INVESTING

  $10,000

  2022 · GENERAL SUPPORT

• GREATER CINCINNATI FOUNDATION

  $8,500

  2024 · PROGRAMATIC SUPPORT

• OHIO COMMUNITY POOLED ANNUITY TR

  $6,800

  2024 · recreation program for disabled

• GREATER CINCINNATI FOUNDATION

  $6,250

  2023 · PROGRAMATIC SUPPORT

• JOHNSON CHARITABLE GIFT FUND

  $5,750

  2024 · EXTRAVAGANZA AND GEN

The 10 largest by cash amount. The API serves every itemized grant.

Other IRS files