P L A N of Southwest Ohio Inc
Only null% goes to programs Strong reserves Growing revenue
P L A N of Southwest Ohio Inc is a 501(c)(3) organization based in Forest Park, Ohio, registered in 1997, with $711,050 in FY2023 revenue. CharityIndex grades it B.
1251 Kemper Meadow Dr Ste 100a, Forest Park, OH, 45240 EIN 31-1486601 Since 1997
Revenue (FY2023)
$711K
▲ 27.6% vs prior year
Health median: $840K
Expenses (FY2023)
$657K
Net assets
$1.1M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B
★★★★
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for P L A N of Southwest Ohio Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
AFinancial health25% of the rating20 mo reserves · +8% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For P L A N of Southwest Ohio Inc: 20 mo reserves · +8% margin earns a A on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for P L A N of Southwest Ohio Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
CTransparency10% of the rating2 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For P L A N of Southwest Ohio Inc: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Contact & location
- Address
- 1251 Kemper Meadow Dr Ste 100a, Forest Park, OH, 45240
- City
- Forest Park
- State
- Ohio
- Category
- Health Care
- Subcategory
- Health Support Services
- Website
- …
Financial trends
Revenue grew from $460K (FY2013) to $711K (FY2023) across 11 reported years.
Financial snapshot
Financial health & position (FY2023)
Liabilities $34KNet assets $1.1M
Operating margin
7.6%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$1.1M
Total liabilities
$34K
Net assets
$1.1M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $711,050▲27.6% | $657,353▲3.6% | $1,075,401▲12.9% | $1,109,509▲12.8% | 990 |
| 2022 | $557,089▼60.7% | $634,422▲6.5% | $952,300▼7.5% | $983,571▼8.0% | 990 |
| 2021 | $1,415,848▲182% | $595,718▲22.6% | $1,029,633▲391% | $1,069,586▲259% | 990 |
| 2020 | $502,412▼3.7% | $485,810▼3.7% | $209,503▲12.1% | $297,567▼3.2% | 990 |
| 2019 | $521,509▼1.9% | $504,441▼11.8% | $186,827▲49.3% | $307,313▲129% | 990 |
| 2018 | $531,713▲0.8% | $572,081▲24.8% | $125,154▼22.2% | $134,130▼16.6% | 990 |
| 2017 | $527,627▲10.9% | $458,243▼1.7% | $160,802▲76.1% | $160,802▲76.1% | 990 |
| 2016 | $475,729▲1.7% | $466,195▼1.5% | $91,295▲11.7% | $91,295▲11.7% | 990 |
| 2015 | $467,947▲5.5% | $473,200▲11.4% | $81,761▼6.0% | $81,761▼6.0% | 990 |
| 2014 | $443,417▼3.6% | $424,656▼6.7% | $87,014▲27.5% | $87,014▲9.8% | 990 |
| 2013 | $459,808 | $455,367▲8.9% | $68,253▲11.4% | $79,243▲14.2% | 990 |
| 2012 | — | $418,020▲5.1% | $61,259▲33.0% | $69,378▲23.1% | 990 |
| 2011 | — | $397,564▲15.0% | $46,045▼22.4% | $56,376▼18.0% | 990 |
| 2010 | — | $345,816 | $59,368 | $68,793 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Grants received · $297K total
24 grants to P L A N of Southwest Ohio Inc totaling $297K, reported by foundations on their Schedule I filings — showing the 15 most recent.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Greater Cincinnati Foundation | Programatic support | 2024 | $8,500 |
| Greater Cincinnati Foundation | Programatic support | 2024 | $8,500 |
| Johnson Charitable Gift Fund | Extravaganza and gen | 2024 | $5,750 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2023 | $23,900 |
| Donor Advised Charitable Giving | Health | 2023 | $16,200 |
| Greater Cincinnati Foundation | Programatic support | 2023 | $6,250 |
| Donor Advised Charitable Giving | Health | 2022 | $16,450 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2022 | $15,500 |
| Thrivent Charitable Impact & Investing | General support | 2022 | $10,000 |
| Donor Advised Charitable Giving | Health | 2021 | $16,200 |
| Greater Cincinnati Foundation | General purpose | 2021 | $11,200 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2021 | $7,450 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2021 | $7,450 |
| Johnson Charitable Gift Fund | General fund | 2021 | $6,500 |
| Greater Cincinnati Foundation | General purpose | 2020 | $9,000 |
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Frequently asked questions
- Is P L A N of Southwest Ohio Inc a legitimate nonprofit?
- Yes. P L A N of Southwest Ohio Inc is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 31-1486601, based in Forest Park, Ohio. Donations are tax-deductible.
- What is P L A N of Southwest Ohio Inc's EIN?
- P L A N of Southwest Ohio Inc's Employer Identification Number (EIN) is 31-1486601.
- How much revenue does P L A N of Southwest Ohio Inc report?
- P L A N of Southwest Ohio Inc reported $711,050 in total revenue on its fiscal year 2023 IRS Form 990 filing.
- What financial grade does P L A N of Southwest Ohio Inc have?
- CharityIndex grades P L A N of Southwest Ohio Inc B, based on financial health (reserves and operating margin).
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Data for P L A N of Southwest Ohio Inc (EIN 31-1486601) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.