PLANNED PARENTHOOD OF SOUTHWEST OHIO REGION (EIN 310536688) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1948

Legal Domicile

Principal Officer

SUZANNE BERTULEIT

Phone

5137217635

Tax Period

2022-07-01 to 2023-06-30

PLANNED PARENTHOOD OF SOUTHWEST OHIO REGION, founded in 1948, is a mid-sized nonprofit in the Health Care sector that reported $14.4M in total revenue in fiscal year 2022. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $17.8M exceeded revenue, resulting in a 23% operating deficit.

Mission

TO PROVIDE ACCESS TO HIGH QUALITY HEALTH CARE AND EDUCATION

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $8,782,021

Program Service Revenue $5,504,305

Investment Income $103,339

Other Revenue $10,402

TOTAL REVENUE $14,400,067

Expense Breakdown

Grants Paid $2,500,000

Salaries & Benefits $7,515,870

Fundraising Expenses $872,020

Program Expenses $12,021,718

Other Expenses $7,750,267

TOTAL EXPENSES $17,766,137

Year-over-Year Comparison

	2022	2021	Change
Revenue	$14,400,067	$18,644,020	-0.2%
Expenses	$17,766,137	$12,073,940	+0.5%
Net Income	$-3,366,070	$6,570,080	-1.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

112

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$362,718

Total Directors

Key Employees

$316,016

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIANA TRABUE	TRUSTEE	0.30	Director	$0	$0	$0
BETH MANDEL	TRUSTEE	0.30	Director	$0	$0	$0
STEPHANIE KLUMP	TRUSTEE	0.30	Director	$0	$0	$0
JAASIEL CHAPMAN	TRUSTEE	0.30	Director	$0	$0	$0
DR SARAH BARTLETT	TRUSTEE	0.30	Director	$0	$0	$0
GABE DAVIS	TRUSTEE	0.30	Director	$0	$0	$0
RICKELL HOWARD SMITH	TRUSTEE	0.30	Director	$0	$0	$0
JOHN THEOBALD	TRUSTEE	0.30	Director	$0	$0	$0
JASMINE COASTON	TRUSTEE	0.30	Director	$0	$0	$0
DR VICKI RAGER COLON	TRUSTEE	0.30	Director	$0	$0	$0
LEO D'CRUZ	TRUSTEE	0.30	Director	$0	$0	$0
ELLEN ESSIG	TRUSTEE	0.30	Director	$0	$0	$0
DR JANELLE EVANS	TRUSTEE	0.30	Director	$0	$0	$0
KRISTIN FREEMAN	TRUSTEE	0.30	Director	$0	$0	$0
ELISSA HABIB	TRUSTEE	0.30	Director	$0	$0	$0
CAMILLE HALL	TRUSTEE	0.30	Director	$0	$0	$0
LISA E HANAUER	TRUSTEE	0.30	Director	$0	$0	$0
CAROL KABEL	TRUSTEE	0.30	Director	$0	$0	$0
AIMEE MARUYAMA	TRUSTEE	0.30	Director	$0	$0	$0
LAURA MERCER	TRUSTEE	0.30	Director	$0	$0	$0
PENNY PENSAK	TRUSTEE	0.30	Director	$0	$0	$0
CYNTHIA RICHARDS	TRUSTEE	0.30	Director	$0	$0	$0
JOCELYN RHYNARD	TRUSTEE	0.30	Director	$0	$0	$0
LAUREN TUDOR	TRUSTEE	0.30	Director	$0	$0	$0
DR ANGELICA HARDEE	TRUSTEE	0.30	Director	$0	$0	$0
MAYRA CASAS JACKSON	TRUSTEE	0.30	Director	$0	$0	$0
TOM GILMAN	TRUSTEE	0.30	Director	$0	$0	$0
JULIAN JOHNSON	TRUSTEE	0.30	Director	$0	$0	$0
FELICE NUDELMAN	TRUSTEE	0.30	Director	$0	$0	$0
KERSHA DEIBEL	CEO	35.00	Officer	$210,982	$8,588	$219,570
SUSANNE BERTULEIT	COO	35.00	Officer	$131,171	$11,977	$143,148
SHARON LINER	MEDICAL DIRECTOR	37.50	Key Emp	$294,423	$21,593	$316,016
SUSAN BERLIANT	VP OF DEVELOPMENT	37.50	Highest	$133,023	$5,199	$138,222
KATHERINE BROKESH	VP OF PS	37.50	Highest	$106,561	$13,108	$119,669
DANIELLE HEMPHILL	VP OF COMMS	37.50	Highest	$109,079	$13,378	$122,457
SAPNA KALSY	PHYSICIAN	30.00	Highest	$185,259	$0	$185,259
GWYNNE ROHRS	MIDWIFE	37.50	Highest	$135,860	$5,553	$141,413

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$14,400,067	$17,766,137	$9,560,971	$-3,366,070
2022	$18,644,020	$12,073,940	$13,036,083	$6,570,080
2021	$11,148,965	$12,121,607	$7,196,097	$-972,642
2020	$12,448,030	$11,337,810	$8,329,582	$1,110,220
2019	$10,531,220	$10,499,419	$6,360,410	$31,801
2018	$10,172,864	$9,732,099	$5,990,234	$440,765

PLANNED PARENTHOOD OF SOUTHWEST OHIO REGION