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Nonprofiteer
← OPTION INSTITUTE AND FELLOWSHIP

Form 990 for tax year 2022

Filed by OPTION INSTITUTE AND FELLOWSHIP.

Totals

Total revenue
$1,943,289
Total expenses
$2,169,897
Contributions and grants received
$640,699
Grants paid
$268,476
Program service revenue
$1,291,015
Investment income
$9,791
Other revenue
$1,784
Total assets, end of year
$3,365,681
Total liabilities, end of year
$388,133
Net assets or fund balances, end of year
$2,977,548
Program services expenses (Part IX)
$1,471,886
Management and general expenses
$658,584
Fundraising expenses
$39,427
Program service expenses (Part III)
$1,471,886

Program services were 67.8% 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.

  • 1f · All other contributions, gifts and grants

    $640,699

  • 2a · Program service revenue: ADULT GROUP PROGRAMS

    total $327,624 · related or exempt $327,624

  • 2b · Program service revenue: ALL OTHER PROGRAMS

    total $172,949 · related or exempt $172,949

  • 2c · Program service revenue: MISC

  • 2d · Program service revenue: SON-RISE PROGRAM GROUP PR

    total $265,057 · related or exempt $265,057

  • 2e · Program service revenue: SON-RISE PROGRAM ONLINE P

    total $525,385 · related or exempt $525,385

  • 3 · Investment income

    total $7,291 · related or exempt $7,291

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    other assets $2,500

  • 7c · Gain or loss

    other assets $2,500

  • 7d · Net gain or loss

    total $2,500 · related or exempt $2,500

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $7,906

  • 10b · Cost of goods sold

    $6,122

  • 10c · Net income from sales of inventory

    total $1,784 · related or exempt $1,784

  • 11a · Other revenue: PPP LOAN FORGIVENESS

  • 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 $162,989 · program services $162,989

  • 3 · Grants to foreign organizations and individuals

    total $105,487 · program services $105,487

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $162,462 · program services $67,681 · management and general $90,270 · fundraising $4,511

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $819,835 · program services $554,687 · management and general $237,690 · fundraising $27,458

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $51,572 · program services $34,893 · management and general $14,952 · fundraising $1,727

  • 10 · Payroll taxes

    total $82,470 · program services $55,798 · management and general $23,910 · fundraising $2,762

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $25,735 · management and general $25,735

  • 11c · Fees: accounting

    total $28,030 · management and general $28,030

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $3,011 · management and general $3,011

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $54,291 · program services $54,291

  • 13 · Office expenses

    total $1,705 · management and general $1,705

  • 14 · Information technology

    total $75,004 · management and general $75,004

  • 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 $354 · management and general $354

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $95,489 · program services $66,433 · management and general $29,056

  • 23 · Insurance

    total $117,893 · program services $77,937 · management and general $39,555 · fundraising $401

  • 24a · Other expenses: PROPERTY,BUILDING & VEHICLE MA

    total $255,063 · program services $177,451 · management and general $77,612

  • 24b · Other expenses: BANK AND CREDIT CARD FEES

    total $40,090 · program services $40,090

  • 24c · Other expenses: INTERNET AND PHONE LINES

    total $31,334 · program services $28,201 · management and general $3,133

  • 24d · Other expenses: ALL OTHER EXPENSES

    total $30,577 · program services $19,442 · management and general $8,567 · fundraising $2,568

  • 24e · All other expenses

    total $26,506 · program services $26,506

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $1,878,202 · end of year $1,808,388

  • 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 $66,715 · end of year $79,104

  • 10a · Land, buildings and equipment: cost or other basis

    $5,654,066

  • 10b · Land, buildings and equipment: accumulated depreciation

    $4,175,878

  • 10c · Land, buildings and equipment, net

    beginning of year $1,560,697 · end of year $1,478,188

  • 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

    end of year $1

  • 17 · Accounts payable and accrued expenses

    beginning of year $53,112 · end of year $79,659

  • 19 · Deferred revenue

    beginning of year $248,346 · end of year $308,474

  • 31 · Retained earnings, endowment or other funds

    beginning of year $3,204,156 · end of year $2,977,548

Mission and programs · 2022

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 $586,760 · Grants $32,814 · Revenue $268,057

  • ADULT GROUP PROGRAMS SEE SCHDULE ATTACHED

    Expenses $455,807 · Grants $10,700 · Revenue $327,624

  • SON-RISE PROGRAM ON LINE

    Expenses $371,655 · Grants $206,214 · Revenue $525,385

As filed on the 2022 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
    $97,921
    From this org
    $97,921
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Kelly Healey

    Controller/Trea

    Total calculated
    $61,275
    From this org
    $61,275
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Susan M Kaufman

    CO-PRESIDENT

    Total calculated
    $23,247
    From this org
    $23,247
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Barry Neil Kaufman

    CO-PRESIDENT

    Total calculated
    $22,824
    From this org
    $22,824
    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
    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
25 April 2023
IRS schema version
2022v5.0
Source object
202311159349301511

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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