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Nonprofiteer
← SOUTHWESTERN OHIO HEMOPHILIA FOUNDATION

Form 990 for tax year 2024

Filed by SOUTHWESTERN OHIO HEMOPHILIA FOUNDATION.

Totals

Total revenue
$157,830
Total expenses
$152,872
Contributions and grants received
$49,868
Grants paid
$0
Program service revenue
$90,947
Investment income
$5,853
Other revenue
$11,162
Total assets, end of year
$338,759
Total liabilities, end of year
$1,252
Net assets or fund balances, end of year
$337,507
Program services expenses (Part IX)
$103,184
Management and general expenses
$35,193
Fundraising expenses
$14,495
Program service expenses (Part III)
$103,184

Program services were 67.5% 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

    $2,555

  • 1f · All other contributions, gifts and grants

    $47,313

  • 2a · Program service revenue: ANNUAL MEETING

    total $23,350 · related or exempt $23,350

  • 2b · Program service revenue: FALL OUTING

    total $22,200 · related or exempt $22,200

  • 2c · Program service revenue: NEWSLETTER

    total $17,350 · related or exempt $17,350

  • 2d · Program service revenue: FAMILY FEST CAMP

    total $16,430 · related or exempt $16,430

  • 2e · Program service revenue: EDUCATIONAL PROGRAMS

    total $7,917 · related or exempt $7,917

  • 2f · All other program service revenue

    total $3,700 · related or exempt $3,700

  • 3 · Investment income

    total $5,853 · excluded $5,853

  • 8a · Fundraising events: gross income

    $23,367

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

    $2,555

  • 8b · Fundraising events: direct expenses

    $12,205

  • 8c · Net income from fundraising events

    total $11,162 · excluded $11,162

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $46,909 · program services $22,516 · management and general $12,666 · fundraising $11,727

  • 7 · Other salaries and wages

    total $16,464 · program services $16,464

  • 10 · Payroll taxes

    total $4,968 · program services $2,782 · management and general $1,143 · fundraising $1,043

  • 11c · Fees: accounting

    total $1,886 · program services $943 · management and general $943

  • 11g · Fees: other

    total $2,933 · program services $2,511 · management and general $422

  • 12 · Advertising and promotion

    total $2,254 · program services $684 · management and general $1,570

  • 13 · Office expenses

    total $9,887 · program services $272 · management and general $9,615

  • 16 · Occupancy

    total $11,529 · program services $8,647 · management and general $2,882

  • 19 · Conferences, conventions and meetings

    total $593 · program services $593

  • 23 · Insurance

    total $4,101 · management and general $4,101

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

    total $45,857 · program services $45,857

  • 24b · Other expenses: DONOR DATABASE MANAGEME

    total $3,450 · program services $1,725 · fundraising $1,725

  • 24c · Other expenses: OTHER EXPENSE

    total $2,041 · program services $190 · management and general $1,851

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $56,634 · end of year $48,289

  • 2 · Savings and temporary cash investments

    beginning of year $274,682 · end of year $280,535

  • 4 · Accounts receivable

    beginning of year $1,100 · end of year $9,935

  • 17 · Accounts payable and accrued expenses

    beginning of year -$133 · end of year $1,252

  • 27 · Net assets without donor restrictions

    beginning of year $319,134 · end of year $319,841

  • 28 · Net assets with donor restrictions

    beginning of year $13,415 · end of year $17,666

Mission and programs · 2024

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 $57,327 · Revenue $11,617

  • 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. WE SERVED OVER 55 INDIVIDUALS AT THIS EVENT. THIS MEETING ALSO RECOGNIZES OUR EVENT VOLUNTEERS (TOTAL 27 IN 2024). IN THE SUMMER, WE PRESENTED OUR ANNUAL FAMILY FEST AT A DOWNTOWN DAYTON EVENT 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 90 INDIVIDUALS) AT THIS EVENT. FALL OUTING IS A PROGRAM THAT ENCOURAGES NETWORKING, COMMUNICATION AND CONNECTION IN CONTEXT OF FUN FAMILY ACTIVITIES. WE SERVED 43 FAMILIES (OVER 195 INDIVIDUALS) AT THIS EVENT, PROVIDING UPDATES ON RECENT ADVANCEMENTS IN CARE AND TREATMENT OF BLEEDING DISORDERS, AS WELL AS NEW THERAPIES / 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 40 WOMEN PATIENTS / CAREGIVERS WHO ATTENDED. LASTLY IN 2024, IN COOPERATION WITH THE DAYTON CHILDREN'S HTC, WE ADDED A DINNER EVENT FOR NEWLY DIAGNOSED FAMILIES. THE PURPOSE OF THE PROGRAM WAS TO PROVIDE INFORMATION ABOUT SWOHF PROGRAMS AND SUPPORT; ADDITIONALLY, WE PAIRED ALL NEW FAMILIES WITH ANOTHER FAMILY WITH OLDER CHILDREN TO ENABLE CONVERSATIONS, MENTORING AND ENCOURAGEMENT FOR THOSE EXPERIENCING THE CHALLENGES OF LIVING WITH A BLEEDING DISORDERS DIAGNOSIS.

    Expenses $41,978 · Revenue $61,980

  • 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 $3,879 · Revenue $17,350

As filed on the 2024 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
    $46,909
    From this org
    $46,909
    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
2024
Filed
21 April 2025
IRS schema version
2024v5.1
Source object
202531279349300923

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