Health Care
(E60)
IRS Verified
DX Registered
990 on File
P L A N OF SOUTHWEST OHIO INC
Financial strength (30%)
80/100
Reliability (20%)
78/100
Effectiveness (25%)
81/100
Impact (25%)
No data yet
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19
CharityAI™ Score
out of 100
Mission Statement
Planned Lifetime Assistance Network PLAN helps families develop long-term care plans, works with families to find a way to support that care plan financially, and carries out the care plan now and for a lifetime as a family surrogate. Our Family A team of caring professionals who are there for your loved one living with a disability. Our Mission Helping families care for loved ones with disabilities across their lifetimes Our Vision Families of loved ones with disabilities have peace of mind
Financial Overview — FY 2023
$557K
Total Revenue
$634K
Total Expenses
$952K
Net Assets
8
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
82.3%
Fundraising Efficiency
N/A
Operating Reserve
18.01x
Liability-to-Asset
3.2%
Revenue Diversification
67.4%
Executive Compensation
$76K
Compared with Peers
FY 2023
Compared with 6,416 similar organizations
(United States, Health Care, $100K–$1M in expenses), FY 2023.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
82.3% | 84.9% |
P10P90
|
Below median |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
11.6% | 11.3% |
P10P90
|
Below median |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
6.1% | 0.0% |
P10P90
|
Bottom quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
18.0 mo | 13.8 mo |
P10P90
|
Above median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
3.2% | 1.4% |
P10P90
|
Below median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
67.4% | 94.7% |
P10P90
|
Top quarter |
|
Revenue growth
Year over year revenue growth
|
-60.7% | 6.3% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
6.5% | 10.8% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-13.9% | 3.3% |
P10P90
|
CharityAI™ Evaluation — 2025
19 / 1000
Financial
43
Reliability
33
Effectiveness
10
Impact
Financial Strength (30%)
0
Reliability & Transparency (20%)
43
Program Effectiveness (25%)
33
Impact & Outcomes (25%)
10
0 programs
75% Data Complete
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2023 | $557K | $634K | $952K | 82.3% | 8 |
| 2022 | $1.4M | $596K | $1.0M | 78.3% | 8 |
| 2021 | $502K | $486K | N/A | — | 8 |
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