PLAN OF SOUTHWEST OHIO INC

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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

1997

Legal Domicile

Phone

5138216111

Tax Period

2024-07-01 to 2025-06-30

PLAN OF SOUTHWEST OHIO INC, founded in 1997, is a small nonprofit in the Health Care sector that reported $703K in total revenue in fiscal year 2024.

Mission

TO HELP FAMILIES CARE FOR LOVED ONES WITH DISABILITIES ACROSS THEIR LIFETIMES.

Program Service Accomplishments

Program 1

Expenses: $391,426

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...

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.

Program 2

Expenses: $63,637

SILDING SCALE PROGRAM: SUPPORT LOW INCOME PLAN PARTICIPANTS. PLAN SUBSIDIZES THEIR SERVICES WITH FUNDS FROM GRANTS AND FUNDRAISING.

Program 3

Expenses: $24,988 Revenue: $233,355

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...

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.

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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 (2024)

Revenue Breakdown

Contributions & Grants $294,712

Program Service Revenue $360,681

Investment Income $47,026

Other Revenue $814

TOTAL REVENUE $703,233

Expense Breakdown

Grants Paid $0

Salaries & Benefits $385,131

Fundraising Expenses $28,922

Program Expenses $580,192

Other Expenses $306,055

TOTAL EXPENSES $691,186

Year-over-Year Comparison

	2024	2023	Change
Revenue	$703,233	$711,050	0.0%
Expenses	$691,186	$657,353	+0.1%
Net Income	$12,047	$53,697	-0.8%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STACY MARTZ	EXECUTIVE DIRECTOR	40.00	Director Key Emp	$0	$0	$0
GARY SPARKS	PRESIDENT	0.25	Director	$0	$0	$0
JIM HARTER	VICE PRESIDENT	0.25	Director	$0	$0	$0
BABU GUPTA	TRUSTEE	0.25	Director	$0	$0	$0
JUDI DEAN	TRUSTEE	0.25	Director	$0	$0	$0
JOESPH FAESSLER Jr	TRUSTEE	0.25	Director	$0	$0	$0
CYNTHIA SCHNEIDER	TRUSTEE	0.25	Director	$0	$0	$0
SABA HUSSAIN	TRUSTEE	0.25	Director	$0	$0	$0
MICHAEL JORDAN	TRUSTEE	0.25	Director	$0	$0	$0
MARY HATRIDGE	TRUSTEE	0.25	Director	$0	$0	$0
MICHAEL SCHWARTZMAN	TRUSTEE	0.25	Director	$0	$0	$0
NORMA QUINTEROS	TRUSTEE	0.25	Director	$0	$0	$0
LAURA DRAKE	TRUSTEE	0.25	Director	$0	$0	$0
CHARLOTTE KEMP	TRUSTEE	0.25	Director	$0	$0	$0
AMY STENGER-SULLIVAN	TRUSTEE	0.00	Director	$0	$0	$0

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	$703,233	$691,186	$1,146,736	$12,047
2024	$711,050	$657,353	$1,109,509	$53,697
2023	$557,089	$634,422	$983,571	$-77,333
2022	$1,415,848	$595,718	$1,069,586	$820,130
2021	$502,412	$485,810	$297,567	$16,602
2020	$521,509	$504,441	$307,313	$17,068
2019	$531,713	$572,081	$134,130	$-40,368
2018	$527,627	$458,243	$160,802	$69,384