Overview

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Est.

1997

Latest Fiscal Year

Not available

Organization Type

Grantseeker

AI Summary

PLAN OF SOUTHWEST OHIO INC is dedicated to providing medical support and developmental disability services to families caring for loved ones with disabilities throughout their lifetimes. With an operating budget of $657.4K and total revenue of $711K for the filing year 2024, the organization is supported by significant contributions from funders including FIDELITY INVESTMENTS CHARITABLE GIFT FUND, DONOR ADVISED CHARITABLE GIVING INC, and THE GREATER CINCINNATI FOUNDATION. The organization does not rely on a single funder for 50% or more of its revenue. For more information, visit www.planswohio.org.

Mission Statement

TO HELP FAMILIES CARE FOR LOVED ONES WITH DISABILITIES ACROSS THEIR LIFETIMES.
Revenues
$711.1K
Expenses
$657.4K
Net Income:
+$53.7K
Assets
$1.1M
Liabilities
$34.1K
Net Assets:
+$1.1M
Operating Budget
$657.4K
Operating Budget by Year

Due Diligence

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Charity Verification Snapshot
IRS EO Business Master File Status
Listed as tax-exempt
IRS Pub 78 Status
Eligible for tax-deductible gifts
IRS Revocation Status
Not in Automatic Revocation of Exemption List
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Total No. of Grants
7
Median grant size
$8.5K
Largest grant received
$30K
S
Stacy Martz
Board Member
B
Babu Gupta
Board Member
J
Jim Harter
Board Member

Frequently Asked Questions

What is PLAN OF SOUTHWEST OHIO INC’s budget?
In 2024, PLAN OF SOUTHWEST OHIO INC reported an annual operating budget of around $657 thousand. More detailed financial information is available to registered users.
What causes does PLAN OF SOUTHWEST OHIO INC support?
PLAN OF SOUTHWEST OHIO INC supports work in Developmental disability services and Medical support services.
Where does PLAN OF SOUTHWEST OHIO INC operate?
PLAN OF SOUTHWEST OHIO INC is headquartered in CINCINNATI, OH.
Who funded PLAN OF SOUTHWEST OHIO INC recently?
In 2025, PLAN OF SOUTHWEST OHIO INC received grants from JOHNSON CHARITABLE GIFT FUND, Spaulding Foundation, and FIDELITY INVESTMENTS CHARITABLE GIFT FUND. More information on this organization’s funders is available to registered users.
What is the largest grant PLAN OF SOUTHWEST OHIO INC received in 2024?
The largest grant to PLAN OF SOUTHWEST OHIO INC in 2024 exceeds $30 thousand.