Form 990 for tax year 2023
Filed by OPTION INSTITUTE AND FELLOWSHIP.
Totals
- Total revenue
- $1,796,816
- Total expenses
- $2,315,792
- Contributions and grants received
- $486,855
- Grants paid
- $144,486
- Program service revenue
- $1,278,717
- Investment income
- $27,900
- Other revenue
- $3,344
- Total assets, end of year
- $2,711,911
- Total liabilities, end of year
- $253,339
- Net assets or fund balances, end of year
- $2,458,572
- Program services expenses (Part IX)
- $1,383,214
- Management and general expenses
- $887,079
- Fundraising expenses
- $45,499
- Program service expenses (Part III)
- $1,383,214
Program services were 59.7% 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
$486,855
-
2a · Program service revenue: ADULT GROUP PROGRAMS
total $465,002 · related or exempt $465,002
-
2b · Program service revenue: ALL OTHER PROGRAMS
total $173,975 · related or exempt $173,975
-
2c · Program service revenue: MISC
-
2d · Program service revenue: SON-RISE PROGRAM GROUP PR
total $264,950 · related or exempt $264,950
-
2e · Program service revenue: SON-RISE PROGRAM ONLINE P
total $374,790 · related or exempt $374,790
-
3 · Investment income
total $27,900 · related or exempt $27,900
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$7,173
-
10b · Cost of goods sold
$3,829
-
10c · Net income from sales of inventory
total $3,344 · related or exempt $3,344
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $86,241 · program services $86,241
-
3 · Grants to foreign organizations and individuals
total $58,245 · program services $58,245
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $258,093 · program services $73,638 · management and general $179,655 · fundraising $4,800
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $910,218 · program services $693,992 · management and general $183,989 · fundraising $32,237
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $59,715 · program services $45,529 · management and general $12,071 · fundraising $2,115
-
10 · Payroll taxes
total $94,015 · program services $71,681 · management and general $19,004 · fundraising $3,330
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $47,441 · management and general $47,441
-
11c · Fees: accounting
total $30,135 · management and general $30,135
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $3,314 · management and general $3,314
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $80,038 · program services $80,038
-
13 · Office expenses
total $2,185 · management and general $2,185
-
14 · Information technology
total $109,557 · management and general $109,557
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $35 · management and general $35
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $88,264 · program services $28,946 · management and general $59,318
-
23 · Insurance
total $141,871 · program services $51,282 · management and general $90,107 · fundraising $482
-
24a · Other expenses: PROPERTY,BUILDING & VEHICLE MA
total $206,311 · program services $67,661 · management and general $138,650
-
24b · Other expenses: INTERNET AND PHONE LINES
total $39,807 · program services $35,826 · management and general $3,981
-
24c · Other expenses: ALL OTHER EXPENSES
total $35,821 · program services $25,649 · management and general $7,637 · fundraising $2,535
-
24d · Other expenses: BANK AND CREDIT CARD FEES
total $32,608 · program services $32,608
-
24e · All other expenses
total $31,878 · program services $31,878
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $0
-
2 · Savings and temporary cash investments
beginning of year $1,808,388 · end of year $1,278,955
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $79,104 · end of year $43,032
-
10a · Land, buildings and equipment: cost or other basis
$5,654,066
-
10b · Land, buildings and equipment: accumulated depreciation
$4,264,142
-
10c · Land, buildings and equipment, net
beginning of year $1,478,188 · end of year $1,389,924
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $1 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $79,659 · end of year $82,185
-
19 · Deferred revenue
beginning of year $308,474 · end of year $171,154
-
31 · Retained earnings, endowment or other funds
beginning of year $2,977,548 · end of year $2,458,572
Mission and programs · 2023
Mission
ALL PROGRAMS & SERVICES HELP INDIVIDUALS FIND CLARITY,COMFORT & SELF EMPOWERMENT (AND A SENSE OF INNER FAITH)IN THE FACE OF DIFFICULT & TRAUMATIC PERSONAL AND/OR FAMILY CHALLENGES,ALSO WORKS WITH FAMILIES & THEIR CHILDREN WITH AUTISM TO IMPROVE THE QUALITY OF LIFE.
-
SON-RISE PROGRAM,GROUP PROGRAMS SEE SCHEDULE ATTACHED
Expenses $593,072 · Grants $20,350 · Revenue $264,950
-
ADULT GROUP PROGRAMS SEE SCHDULE ATTACHED
Expenses $539,476 · Grants $31,359 · Revenue $465,002
-
SON-RISE PROGRAM ON LINE
Expenses $228,342 · Grants $75,839 · Revenue $347,790
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
AMANDA LOUSION
CEO/VICE PRESID
- Total calculated
- $105,230
- From this org
- $105,230
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
KELLY HEALEY
CFO/TREASURER
- Total calculated
- $67,837
- From this org
- $67,837
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Rachel Myers
Secretary
- Total calculated
- $42,258
- From this org
- $42,258
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
SUSAN M KAUFMAN
Director
- Total calculated
- $24,241
- From this org
- $24,241
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
BARRY NEIL KAUFMAN
President
- Total calculated
- $24,181
- From this org
- $24,181
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
DAVE BAMBACH
Director
- Total calculated
- $0
- Hours/week
- 0
-
WENDY EDWARDS
Director
- Total calculated
- $0
- Hours/week
- 0
-
KATHY KIEPURA
Director
- Total calculated
- $0
- Hours/week
- 0
-
TED McCARTHY
Director
- Total calculated
- $0
- Hours/week
- 0
-
BONNIE PHEIFFER
Director
- Total calculated
- $0
- Hours/week
- 0
-
DAVID TULLY
Director
- Total calculated
- $0
- Hours/week
- 0
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
- 2023
- Filed
- 23 April 2024
- IRS schema version
- 2023v5.0
- Source object
- 202441149349302009
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