Civic Intelligence

Plan of Southwest Ohio Inc

EIN 31-1486601 • 501(c)3 • Cincinnati, OH

Profile

To serve individuals with multiple disabilities in the southwest ohio region

9350 Floral AveCincinnati, OH 45242

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

42nd percentile

0.03x

Higher debt load relative to assets than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.05x

Higher debt load relative to revenue than 44% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

56th percentile

7.6%

Higher net margin than 56% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

56th percentile

$74,514

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 10.5% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

28%

Faster revenue growth than 73% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$1,069,586

Up $772,019 (+259%) from 2021

Liabilities

Down

$39,953

Down $48,111 (-55%) from 2021

Net Assets

Up

$1,029,633

Up $820,130 (+391%) from 2021

Operations
Liabilities / Revenue44th percentileNet Margin56th percentile

Revenue

Up

$1,415,848

Up $913,436 (+182%) from 2021

Expenses

Up

$595,718

Up $109,908 (+23%) from 2021

Net Income

Up

$820,130

Up $803,528 (+4840%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2012: $56,376Liabilities 2012: $10,331Net Assets 2012: $46,0452012Assets 2013: $69,378Liabilities 2013: $8,119Net Assets 2013: $61,2592013Assets 2014: $79,243Liabilities 2014: $10,990Net Assets 2014: $68,2532014Assets 2015: $87,014Liabilities 2015: $0Net Assets 2015: $87,0142015Assets 2016: $81,761Liabilities 2016: $0Net Assets 2016: $81,7612016Assets 2019: $134,130Liabilities 2019: $8,976Net Assets 2019: $125,1542019Assets 2021: $297,567Liabilities 2021: $88,064Net Assets 2021: $209,5032021Assets 2022: $1,069,586Liabilities 2022: $39,953Net Assets 2022: $1,029,6332022

Highlighted filing

2022

Assets$1,069,586
Liabilities$39,953
Net Assets$1,029,633
Open 2022 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2012: $397,5642012Expenses 2013: $418,0202013Revenue 2014: $459,808Expenses 2014: $455,367Net Income 2014: $4,4412014Revenue 2015: $443,417Expenses 2015: $424,656Net Income 2015: $18,7612015Revenue 2016: $467,947Expenses 2016: $473,200Net Income 2016: -$5,2532016Revenue 2019: $531,713Expenses 2019: $572,081Net Income 2019: -$40,3682019Revenue 2021: $502,412Expenses 2021: $485,810Net Income 2021: $16,6022021Revenue 2022: $1,415,848Expenses 2022: $595,718Net Income 2022: $820,1302022

Highlighted filing

2022

Revenue$1,415,848
Expenses$595,718
Net Income$820,130
Open 2022 Filing

Filings

Most recent year

2022 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$1,069,586
Liabilities
$39,953
Net assets
$1,029,633
Revenue
$1,415,848
Expenses
$595,718
Net income
$820,130
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.04$1.03$1.42$0.60$0.82
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.09$0.21$0.50$0.49$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.01$0.13$0.53$0.57$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.00$0.08$0.47$0.47$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.44$0.42$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.08$0.01$0.07$0.46$0.46$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.01$0.06$0.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.01$0.05$0.40
Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Aug 18, 2016
Return Version
2014v6.0
Gross Receipts
$443,417
Mission and Program Overview

Mission

To serve indidviduals with multiple disabilities in the southwest ohio region

To serve individuals with multiple disabilities in the southwest ohio region

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$53,743$72,032▲ $18,289
Cash and Non-Interest-Bearing Accounts$25,225$13,707▼ $11,518
Prepaid Expenses and Deferred Charges-$1,000-
Land, Buildings, and Equipment, Net$275$275→ $0
Total Assets$79,243$87,014▲ $7,771
Liabilities
Accounts Payable and Accrued Expenses$10,990--
Total Liabilities$10,990$0▼ $10,990
Net Assets / Fund Balance
Unrestricted Net Assets$68,253$87,014▲ $18,761
Total Net Assets Fund Balance$68,253$87,014▲ $18,761
Total Liabilities and Net Assets / Fund Balance$79,243$87,014▲ $7,771

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$275$1,061$1,336
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Stacy MartzExecutive DirectorFT$65,267$65,267

Board Members and Trustees

NameTitle
Gary SparksPresident
Laura DrakeVice President
Richard BuckEmeritus Trustee
Richard Neidhard PeEmeritus Trustee
Camille ScherzingerTrustee
Cindy ScheiderTrustee
Joseph FaesslerTrustee
Judi DeanTrustee
Michelle PolinerTrustee
Patricia WellingTrustee
Stefan DensmoreTrustee
Al SteumpelAdvisor
Anthony RicciardiAdvisor
Cynthia LangstonAdvisor
Harold YoungAdvisor
Joseph WilmersAdvisor
Paul Nidich JdAdvisor
Revenue and Support

Revenue Composition

Contributions and Grants
$167,960
Program Service Revenue
$275,164
Investment Income
$293
Other Revenue
$0
All Other Contributions
$117,799
Change in Net Assets
$18,761
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$254,217
Other Expenses$170,439
Total Fundraising Expense$7,701
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$0$163,040$0$163,040
Comp Disqual Persons$0$65,267$0$65,267
Travel$0$18,651$0$18,651
Payroll Taxes$0$17,871$0$17,871
All Other Expenses$5,565$0$7,701$13,266
Office Expenses$0$12,275$0$12,275
Occupancy$0$12,050$0$12,050
Other Employee Benefits$0$8,039$0$8,039
Other Expenses$4,654$0$0$4,654
Fees for Services Accounting$0$4,500$0$4,500
Insurance$0$4,374$0$4,374
Fees for Services Legal$0$902$0$902
Advertising$0$515$0$515
Total Functional Expenses$109,471$307,484$7,701$424,656
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
2015 Extravaganza$32,594$32,594-$32,594
Total Events$32,594$32,594-$32,594
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Plan of Southwest Ohio Inc
EIN
31-1486601
Phone
5138216111
Address
9350 FLORAL AVE, CINCINNATI, OH 45242

Signing Officer

Name
Stacy Martz
Title
Phd Director
Phone
5138216111
Signed
2016-08-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stacy Martz
Formed
1997
Legal Domicile
Oh
Voting Board Members
14
Independent Board Members
14
Employees
7
Volunteers
1

Preparer

Firm
Mackey Advisors
Address
601 Fairfield Avenue, Bellevue, KY 41073
Preparer
Thomas G Ferkinhoff CPA
Phone
8593317755
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Review will tak place between accountant & ceo prior to filing”

Pt VI, Line 19

“Governing documents disclosure explanation - no docs available to public”

Pt VI, Line 18

“A person can make a request to the board that will then determine when and where the documents may be reviewed. No requests received for the year”

Form 990, Part III, Line 4D

“Recreational program - offering community based 4654. 0. 81401. Upcycling program - program is offered to all clients 47. 0. 291. Plan of care - one time fee charged to plan clients 0. 0. 650. Other programming 5518. 0. 167475.”

Raw XML AppendixShowing 400 of 476 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
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IRS990/OccupancyGrp/TotalAmt012050
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012275
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt012275
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt08039
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt08039
IRS990/OtherExpensesGrp/Desc0CET PROGRAM
IRS990/OtherExpensesGrp/Desc1BE ACTIVE
IRS990/OtherExpensesGrp/Desc2SLIDING SCALE
IRS990/OtherExpensesGrp/Desc3REC PROGRAM
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt020557
IRS990/OtherExpensesGrp/ProgramServicesAmt17207
IRS990/OtherExpensesGrp/ProgramServicesAmt271488
IRS990/OtherExpensesGrp/ProgramServicesAmt34654
IRS990/OtherExpensesGrp/TotalAmt020557
IRS990/OtherExpensesGrp/TotalAmt17207
IRS990/OtherExpensesGrp/TotalAmt271488
IRS990/OtherExpensesGrp/TotalAmt34654
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0163040
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt0163040
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt017871
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt017871
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01000
IRS990/PrincipalOfficerNm0STACY MARTZ
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0CET PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc1PLAN OF CARE FEES
IRS990/ProgramServiceRevenueGrp/Desc2REC PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc3OTHER PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc4UPCYCLING
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt025348
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1650
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt281401
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3167475
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4290
IRS990/ProgSrvcAccomActy2Grp/Desc0CET PROGRAM - PROVIDES INDIVIDUALIZED SERVICES TO FAMILIES WITH DISABLED PERSONS TO ENHANCE THE QUALITY OF LIFE FOR THE DISABLED FAMILY MEMBERS NOW AND IN THE FUTURE
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt020557
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt025348
IRS990/ProgSrvcAccomActy3Grp/Desc0BE ACTIVE - STRUCTURED, SUPERVISED, WEEKLY ACTIVITY FREE OF CHARGE FOR PLAN PARTICIPANTS AND OTHERS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt07207
IRS990/ProgSrvcAccomActyOtherGrp/Desc0RECREATIONAL PROGRAM - OFFERING COMMUNITY BASED GROUP RECREATION EACH MONTH TO PLAN PARTICIPANTS
IRS990/ProgSrvcAccomActyOtherGrp/Desc1UPCYCLING PROGRAM - PROGRAM IS OFFERED TO ALL CLIENTS OF PLAN WITH NO COST TO THEM
IRS990/ProgSrvcAccomActyOtherGrp/Desc2PLAN OF CARE - ONE TIME FEE CHARGED TO PLAN CLIENTS WHO DESIRE MORE LONG TERM ASSISTANCE TO FAMILY MEMBERS
IRS990/ProgSrvcAccomActyOtherGrp/Desc3OTHER PROGRAMMING
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt04654
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt147
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt25518
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt081401
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt1291
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt2650
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt3167475
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0144214
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0120
IRS990/PYOtherExpensesAmt0185947
IRS990/PYOtherRevenueAmt0176
IRS990/PYProgramServiceRevenueAmt0315298
IRS990/PYRevenuesLessExpensesAmt04441
IRS990/PYSalariesCompEmpBnftPaidAmt0252612
IRS990/PYTotalExpensesAmt0455367
IRS990/PYTotalProfFndrsngExpnsAmt016808
IRS990/PYTotalRevenueAmt0459808
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt018761
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0117800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0144214
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0144284
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0105349
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt056583
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0568230
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt0568230
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0117800
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0144214
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0144284
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0105349
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt056583
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0568230
IRS990ScheduleA/TotalSupportAmt0568230
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0275
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01061
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01336
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0275
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm02015 EXTRAVAGANZA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032594
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt032594
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032594
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt032594
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt032594
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEW WILL TAK PLACE BETWEEN ACCOUNTANT & CEO PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS DISCLOSURE EXPLANATION - NO DOCS AVAILABLE TO PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A PERSON CAN MAKE A REQUEST TO THE BOARD THAT WILL THEN DETERMINE WHEN AND WHERE THE DOCUMENTS MAY BE REVIEWED. NO REQUESTS RECEIVED FOR THE YEAR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RECREATIONAL PROGRAM - OFFERING COMMUNITY BASED 4654. 0. 81401. UPCYCLING PROGRAM - PROGRAM IS OFFERED TO ALL CLIENTS 47. 0. 291. PLAN OF CARE - ONE TIME FEE CHARGED TO PLAN CLIENTS 0. 0. 650. OTHER PROGRAMMING 5518. 0. 167475.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part III, Line 4d
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false

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