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Nonprofiteer
← SOUTHWESTERN OHIO HEMOPHILIA FOUNDATION

Form 990 for tax year 2022

Filed by SOUTHWESTERN OHIO HEMOPHILIA FOUNDATION.

Totals

Total revenue
$175,228
Total expenses
$153,417
Contributions and grants received
$70,854
Grants paid
$0
Program service revenue
$95,052
Investment income
$39
Other revenue
$9,283
Total assets, end of year
$349,005
Total liabilities, end of year
$1,850
Net assets or fund balances, end of year
$347,155
Program services expenses (Part IX)
$104,689
Management and general expenses
$34,906
Fundraising expenses
$13,822
Program service expenses (Part III)
$104,689

Program services were 68.2% 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.

  • 1c · Fundraising events

    $2,557

  • 1f · All other contributions, gifts and grants

    $68,297

  • 2a · Program service revenue: NEWSLETTER

    total $24,550 · related or exempt $24,550

  • 2b · Program service revenue: FALL OUTING

    total $22,700 · related or exempt $22,700

  • 2c · Program service revenue: FAMILY FEST CAMP

    total $16,602 · related or exempt $16,602

  • 2d · Program service revenue: ANNUAL MEETING

    total $15,950 · related or exempt $15,950

  • 2e · Program service revenue: BRANDED PROGRAMS

    total $7,000 · related or exempt $7,000

  • 2f · All other program service revenue

    total $8,250 · related or exempt $8,250

  • 3 · Investment income

    total $39 · excluded $39

  • 8a · Fundraising events: gross income

    $20,700

  • 8a · Fundraising events: contributions included on line 1c

    $2,557

  • 8b · Fundraising events: direct expenses

    $11,417

  • 8c · Net income from fundraising events

    total $9,283 · excluded $9,283

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $43,911 · program services $21,077 · management and general $11,856 · fundraising $10,978

  • 7 · Other salaries and wages

    total $14,690 · program services $14,690

  • 10 · Payroll taxes

    total $4,617 · program services $2,586 · management and general $1,062 · fundraising $969

  • 11c · Fees: accounting

    total $1,380 · program services $690 · management and general $690

  • 11g · Fees: other

    total $1,893 · program services $1,707 · management and general $186

  • 12 · Advertising and promotion

    total $3,340 · program services $684 · management and general $2,656

  • 13 · Office expenses

    total $9,866 · program services $1,357 · management and general $8,509

  • 16 · Occupancy

    total $11,359 · program services $8,519 · management and general $2,840

  • 19 · Conferences, conventions and meetings

    total $2,486 · program services $2,486

  • 23 · Insurance

    total $3,909 · management and general $3,909

  • 24a · Other expenses: PROGRAM EXPS -CAMP, ANN

    total $49,393 · program services $49,393

  • 24b · Other expenses: OTHER EXPENSE

    total $3,573 · management and general $3,198 · fundraising $375

  • 24c · Other expenses: DONOR DATABASE MANAGEME

    total $3,000 · program services $1,500 · fundraising $1,500

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $126,408 · end of year $145,610

  • 2 · Savings and temporary cash investments

    beginning of year $195,469 · end of year $195,408

  • 4 · Accounts receivable

    beginning of year $3,650 · end of year $7,987

  • 17 · Accounts payable and accrued expenses

    beginning of year $183 · end of year $1,850

  • 27 · Net assets without donor restrictions

    beginning of year $317,471 · end of year $328,635

  • 28 · Net assets with donor restrictions

    beginning of year $7,873 · end of year $18,520

Mission and programs · 2022

Mission

THE ORGANIZATION HELPS IMPROVE THE QUALITY OF LIFE FOR THOSE AFFECTED BY HEMOPHILIA, VON WILLEBRAND DISEASE, AND OTHER BLEEDING DISORDERS BY PROVIDING SUPPORT, EDUCATION, NETWORKING, ADVOCACY AND SERVICES TO INDIVIDUALS, THEIR FAMILIES AND THE COMMUNITY.

  • IMPROVE THE QUALITY OF LIFE FOR THOSE AFFECTED BY HEMOPHILIA, VON WILLEBRAND DISEASE, AND OTHER BLEEDING DISORDERS BY PROVIDING SUPPORT, EDUCATION, NETWORKING, ADVOCACY AND SERVICES TO INDIVIDUALS, THEIR FAMILIES AND THE COMMUNITY

    Expenses $55,296 · Revenue $15,250

  • PROGRAM ACTIVITIES INCLUDE AN ANNUAL BUSINESS MEETING WITH REVIEW OF FINANCIAL REPORTS, A BOARD PRESIDENT REPORT TO THE ORGANIZATION, AN UPDATE FROM THE DAYTON CHILDREN'S HEMOPHILIA TREATMENT CENTER, AS WELL AS INFORMATION REGARDING LEGISLATION PRESENTED BY THE OHIO BLEEDING DISORDERS COUNCIL REPRESENTATIVE. THIS MEETING ALSO RECOGNIZES OUR EVENT VOLUNTEERS (TOTAL 28 IN 2022). IN THE SUMMER, WE PRESENTED OUR ANNUAL FAMILY FEST AT A DAYTON VENUE AND SAW INCREASED PARTICIPATION. THIS IS A FAMILY-CENTERED WEEKEND FILLED WITH EDUCATIONAL SEMINARS, INSPIRATIONAL SPEAKERS AND FAMILY ACTIVITES. WE SERVED 25 FAMILIES (OVER 100 INDIVIDUALS) AT THIS EVENT. FALL OUTING IS A PROGRAM THAT ENCOURAGES NETWORKING, COMMUNICATION AND CONNECTION IN CONTEXT OF FUN FAMILY ACTIVITIES. WE SERVED 45 FAMILIES (OVER 220 INDIVIDUALS) AT THIS IN-PERSON EVENT, PROVIDING UPDATES ON RECENT ADVANCEMENTS IN CARE AND TREATMENT OF BLEEDING DISORDERS, AS WELL AS MENTAL HEALTH RESOURCES. IN THE FALL, WE ALSO PRESENTED A ONE-DAY WOMEN'S WORKSHOP TO PROVIDE A FUN, RELAXED NETWORKING OPPORTUNITY AND REINFORCE THE IMPORTANCE OF SELF-CARE AND FRIENDSHIPS AMONG OVER 35 WOMEN CAREGIVERS WHO ATTENDED.

    Expenses $43,263 · Revenue $55,252

  • NEWSLETTER - SWOHF PROVIDES RELEVANT INFORMATION TO THE BLOOD DISORDER COMMUNITY, DONORS AND OTHER INTERESTED PARTIES ABOUT FOUNDATION ACTIVITIES, TREATMENT ADVANCES AND CURRENT EVENTS, LEGISLATION AND AVAILABLE RESOURCES.

    Expenses $6,130 · Revenue $24,550

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Lindsay Carlson

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Debra Smith

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Katie Mullins

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Dena Shepard

    VICE-PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Dick Miller

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Sandra Hibner

    INTERIM TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Cheryl Coffey

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Carolyn Brown

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Joy Linder

    EXECUTIVE DIRECTOR

    Total calculated
    $43,911
    From this org
    $43,911
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
16 March 2023
IRS schema version
2022v4.1
Source object
202320769349300407

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