Form 990 for tax year 2023
Filed by LIGHTHOUSE BEACON FOR YOUTH FOUNDATION INC.
Totals
- Total revenue
- $5,987,421
- Total expenses
- $2,210,189
- Contributions and grants received
- $2,471,894
- Grants paid
- $1,443,387
- Program service revenue
- $0
- Investment income
- $3,631,126
- Other revenue
- -$115,599
- Total assets, end of year
- $20,931,624
- Total liabilities, end of year
- $430,106
- Net assets or fund balances, end of year
- $20,501,518
- Program services expenses (Part IX)
- $1,443,387
- Management and general expenses
- $579,848
- Fundraising expenses
- $186,954
- Program service expenses (Part III)
- $1,443,387
Program services were 65.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1a · Federated campaigns
$191,921
-
1c · Fundraising events
$280,588
-
1d · Related organizations
$337,388
-
1f · All other contributions, gifts and grants
$1,661,997
-
1g · Noncash contributions included above
$103,575
-
3 · Investment income
total $554,076 · excluded $554,076
-
7a · Gross sales of assets other than inventory
securities $3,077,050
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $3,077,050
-
7d · Net gain or loss
total $3,077,050 · excluded $3,077,050
-
8a · Fundraising events: gross income
$94,077
-
8a · Fundraising events: contributions included on line 1c
$280,588
-
8b · Fundraising events: direct expenses
$209,676
-
8c · Net income from fundraising events
total -$115,599 · excluded -$115,599
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,443,387 · program services $1,443,387
-
11a · Fees: management
total $160,000 · management and general $160,000
-
11b · Fees: legal
total $9,467 · fundraising $9,467
-
11c · Fees: accounting
total $3,900 · fundraising $3,900
-
11f · Fees: investment management
total $36,796 · management and general $36,796
-
11g · Fees: other
total $332,162 · management and general $298,052 · fundraising $34,110
-
17 · Travel
total $4,658 · fundraising $4,658
-
22 · Depreciation, depletion and amortization
total $16,023 · fundraising $16,023
-
24a · Other expenses: EQUIPMENT AND SUPPLIES
total $107,615 · fundraising $107,615
-
24b · Other expenses: MISCELLANEOUS
total $96,181 · management and general $85,000 · fundraising $11,181
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3,245,077 · end of year $5,035,084
-
3 · Pledges and grants receivable
beginning of year $1,587,308 · end of year $988,749
-
9 · Prepaid expenses and deferred charges
beginning of year $10,040 · end of year $12,245
-
11 · Investments: publicly traded securities
beginning of year $13,912,671 · end of year $14,895,546
-
12 · Investments: other securities
beginning of year $85,000 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $198,467 · end of year $9,582
-
25 · Other liabilities
beginning of year $0 · end of year $420,524
-
27 · Net assets without donor restrictions
beginning of year $16,809,995 · end of year $19,043,224
-
28 · Net assets with donor restrictions
beginning of year $1,831,634 · end of year $1,458,294
Mission and programs · 2023
Mission
TO EMPOWER YOUNG PEOPLE AND FAMILIES TO SUCCEED THROUGH A CONTINUUM OF CARE THAT PROMOTES HEALING AND GROWTH.
-
PERFORMS FUNDRAISING FUNCTIONS OF AND PROVIDES SUPPORT FOR LIGHTHOUSE YOUTH SERVICES, INC., AN EXEMPT ORGANIZATION.
Expenses $1,443,387 · Grants $1,443,387
As filed on the 2023 return.
Listed in Part VII
-
Paul HaffnerPAUL HAFFNER
PRESIDENT & CEO
- Total calculated
- $317,466
- From this org
- $0
- From related orgs
- $255,906
- Other
- $61,560
- Hours/week
- 2.5 + 43 related
Schedule J breakdown matched by us
- Base
- $0 + $255,906 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $33,885 related
- Nontaxable benefits
- $0 + $27,675 related
- Filer's total
- $0 + $317,466 related
-
Karen AbelKAREN ABEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Charles BarrettCHARLES BARRETT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Peter BarrettPETER BARRETT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Libby CallanLIBBY CALLAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Nicole DowdellNICOLE DOWDELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Phillip FicksPHILLIP FICKS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Barbara GouldBARBARA GOULD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Allison KahnALLISON KAHN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Adam MortonADAM MORTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Lisa O'BrienLISA O'BRIEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Carole RiguadCAROLE RIGUAD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Rhonda SheakleyRHONDA SHEAKLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Fran UngerFRAN UNGER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Bob ZepfBOB ZEPF
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
Deborah White RichardsonDEBORAH WHITE RICHARDSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
Kate WillisKATE WILLIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Doug BiererDOUG BIERER
CHAIR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Cathy GooldCATHY GOOLD
VICE PRESIDENT / CAO (JUL-SEP)
- Total calculated
- $200,306
- From this org
- $0
- From related orgs
- $165,247
- Other
- $35,059
- Hours/week
- 2.5 + 43 related
Schedule J breakdown matched by us
- Base
- $0 + $165,247 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $9,606 related
- Nontaxable benefits
- $0 + $25,453 related
- Filer's total
- $0 + $200,306 related
-
Thuy KolikTHUY KOLIK
VICE PRESIDENT / CFO
- Total calculated
- $193,837
- From this org
- $0
- From related orgs
- $154,492
- Other
- $39,345
- Hours/week
- 2.5 + 43 related
Schedule J breakdown matched by us
- Base
- $0 + $154,492 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $28,723 related
- Nontaxable benefits
- $0 + $10,622 related
- Filer's total
- $0 + $193,837 related
-
Jodi HardingJODI HARDING
VICE PRESIDENT / COO (JUL)
- Total calculated
- $141,063
- From this org
- $0
- From related orgs
- $128,356
- Other
- $12,707
- Hours/week
- 2.5 + 43 related
-
Bonita CampbellBONITA CAMPBELL
VICE PRESIDENT / COO (JUL-JUN)
- Total calculated
- $150,851
- From this org
- $0
- From related orgs
- $115,603
- Other
- $35,248
- Hours/week
- 2.5 + 43 related
Schedule J breakdown matched by us
- Base
- $0 + $109,063 related
- Bonus
- $0 + $6,540 related
- Other
- $0
- Deferred
- $0 + $26,664 related
- Nontaxable benefits
- $0 + $8,584 related
- Filer's total
- $0 + $150,851 related
-
Jessica WablerJESSICA WABLER
VICE PRESIDENT / COO (AUG-JUN)
- Total calculated
- $138,128
- From this org
- $0
- From related orgs
- $103,220
- Other
- $34,908
- Hours/week
- 2.5 + 43 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- THE RELATED ORGANIZATION, LIGHTHOUSE YOUTH SERVICES, UTILIZES THE FOLLOWING TO DETERMINE COMPENSATION: COMPENSATION COMMITTEE, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY COMPENSATION COMMITTEE.
- PART I, LINE 4B
- PAUL HAFFNER - $20,000 BONITA CAMPBELL - $20,000 JESSICA WABLER - $20,000 THUY KOLIK - $20,000
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$1,382,857
CONTINUATION OF EXEMPT PURPOSE
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · PROVIDE VARIOUS SERVICES TO YOUTH AND FAMILIES · OH
-
501(C)(3) · OWN BUILDING AND PROPERTY LEASED TO LIGHTHOUSE YOUTH SERVICES, INC. · OH
Directly controlled by LIGHTHOUSE YOUTH SERVICES INC
-
501(C)(3) · PROVIDE INDIVIDUALIZED EDUCATIONAL OPPORTUNITIES FOR LIGHTHOUSE CLIENTS · OH
Directly controlled by LIGHTHOUSE YOUTH SERVICES INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 23 December 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433589349300628
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