NonprofitsP L A N Of Southwest Ohio Inc

Health Care

P L A N Of Southwest Ohio Inc

FOREST PARK, OH

Total revenue

$711K

Total expenses

$657K

Net assets

$1.1M

Grants received

$257K

24 grants

EIN

311486601

Tax year

2023

Mission

To help families care for loved ones with disabilities across their lifetimes.

Programs

7 programs

Recreation program: community based group activities to enrich the social lives of plan participants.

Expenses: $79K

Sliding scale program: support low income plan participants. Plan subsidizes their services with funds from grants and fundraising.

Expenses: $58K

Family surrogacy program: individually planned and derived support services to assist plan participants with daily living.

Expenses: $29K

Cet program: neuro and social cognitive rehabilitaion for people diagnosed with schizophrenic illnesses

Expenses: $12K

Be active

Expenses: $11K

Miscellaneous programs

Plan of care

Financials

FY 2023

Revenue

Contributions & grants$348K
Program service revenue$340K
Investment income$23K
Other revenue
Total revenue$711K

Expenses

Grants paid
Salaries & benefits$359K
Fundraising$32K
Other expenses$299K
Total expenses$657K
Total assets$1.1M
Net assets$1.1M

People

14 listed

NameRoleCompensation

STACY MARTZ

EXECUTIVE DIRECTOR

Board

$75K

40 hrs/wk

MICHAEL SCHWARTZMAN

TRUSTEE

Board

0.25 hrs/wk

MARY HATRIDGE

TRUSTEE

Board

0.25 hrs/wk

MICHAEL JORDAN

TRUSTEE

Board

0.25 hrs/wk

CHARLOTTE KEMP

TRUSTEE

Board

0.25 hrs/wk

LAURA DRAKE

TRUSTEE

Board

0.25 hrs/wk

NORMA QUINTEROS

TRUSTEE

Board

0.25 hrs/wk

SABA HUSSAIN

TRUSTEE

Board

0.25 hrs/wk

BABU GUPTA

TRUSTEE

Board

0.25 hrs/wk

JIM HARTER

VICE PRESIDENT

Board

0.25 hrs/wk

GARY SPARKS

PRESIDENT

Board

0.25 hrs/wk

CYNTHIA SCHNEIDER

TRUSTEE

Board

0.25 hrs/wk

JOESPH FAESSLER JR

TRUSTEE

Board

0.25 hrs/wk

JUDI DEAN

TRUSTEE

Board

0.25 hrs/wk

Grants received

Showing 24 of 24

FromAmountPurposeYear
$9K
PROGRAMATIC SUPPORT
2024
$9K
PROGRAMATIC SUPPORT
2024
$6K
EXTRAVAGANZA AND GEN
2024
$24K
For grant recipient's exempt purposes
2023
$20K
GENERAL SUPPORT
2023
$17K
GENERAL SUPPORT
2023
$6K
PROGRAMATIC SUPPORT
2023
$16K
For grant recipient's exempt purposes
2022
$3K
PROGRAM/OPERATING SUPPORT
2022
$3K
PROGRAM/OPERATING SUPPORT
2022
$7K
For grant recipient's exempt purposes
2021
$7K
For grant recipient's exempt purposes
2021
$5K
GENERAL SUPPORT
2021
$15K
COVID EMERGENCY GRANT CHECK - NON-TECHNOLOGY
2020
$12K
NON-COMPETITIVE GRANT
2020
$9K
GENERAL PURPOSE
2020
$5K
MATCHING GIFTS
2020

Funded by

$257K from 12 funders · 24 grants · 2018–2024

Donor Advised Charitable Giving Inc

$70K · 5 grants · 2018–2023

Fidelity Investments Charitable Gift Fund

$54K · 4 grants · 2021–2023

The Greater Cincinnati Foundation

$32K · 4 grants · 2020–2024

Sutphin Family Foundation Ica

$20K · 1 grant · 2023

John A Schroth Family Char Tr

$17K · 1 grant · 2023

Thrivent Charitable Impact & Investing

$16K · 2 grants · 2022–2024

Community Fund Management

$15K · 1 grant · 2020

Interact For Health

$12K · 1 grant · 2020

Details

EIN311486601
NTEE codeE60
Subsection03
Ruling date1997-05
Formed1997
Employees10
Volunteers1
P L A N OF SOUTHWEST OHIO INC — Mission, Financials & Grants Received | Grantivo