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Nonprofiteer
← BITTERSWEET AUTISM FOUNDATION INC

Form 990 for tax year 2023

Filed by BITTERSWEET AUTISM FOUNDATION INC.

Totals

Total revenue
$655,593
Total expenses
$853,544
Contributions and grants received
$553,306
Grants paid
$537,908
Program service revenue
$94,292
Investment income
$7,792
Other revenue
$203
Total assets, end of year
$2,180,729
Total liabilities, end of year
$5,673
Net assets or fund balances, end of year
$2,175,056
Program services expenses (Part IX)
$646,408
Management and general expenses
$119,793
Fundraising expenses
$87,343
Program service expenses (Part III)
$646,408

Program services were 75.7% 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.

  • 1c · Fundraising events

    $53,111

  • 1f · All other contributions, gifts and grants

    $500,195

  • 2a · Program service revenue: RENTAL INCOME

    total $94,292 · related or exempt $94,292

  • 3 · Investment income

    total $8,091 · excluded $8,091

  • 6a · Gross rents

    real property $25,568

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $25,568

  • 6d · Net rental income or loss

    total $25,568 · excluded $25,568

  • 7b · Less cost or other basis and sales expenses

    securities $299

  • 7c · Gain or loss

    securities -$299

  • 7d · Net gain or loss

    total -$299 · excluded -$299

  • 8a · Fundraising events: gross income

    $2,035

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

    $53,111

  • 8b · Fundraising events: direct expenses

    $27,400

  • 8c · Net income from fundraising events

    total -$25,365 · excluded -$25,365

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $537,908 · program services $537,908

  • 11a · Fees: management

    total $176,494 · management and general $105,622 · fundraising $70,872

  • 11c · Fees: accounting

    total $7,740 · management and general $7,740

  • 11f · Fees: investment management

    total $1,666 · management and general $1,666

  • 12 · Advertising and promotion

    total $3,655 · fundraising $3,655

  • 13 · Office expenses

    total $16,078 · program services $11,152 · fundraising $4,926

  • 14 · Information technology

    total $3,203 · fundraising $3,203

  • 16 · Occupancy

    total $53,569 · program services $48,804 · management and general $4,765

  • 17 · Travel

    total $308 · fundraising $308

  • 19 · Conferences, conventions and meetings

    total $456 · program services $456

  • 22 · Depreciation, depletion and amortization

    total $39,983 · program services $39,983

  • 24a · Other expenses: DEVELOPMENT EXPENSE

    total $4,286 · fundraising $4,286

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $2,502 · program services $2,502

  • 24c · Other expenses: BOARD EXPENSE

    total $466 · program services $373 · fundraising $93

  • 24e · All other expenses

    total $5,230 · program services $5,230

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $639,264 · end of year $396,269

  • 2 · Savings and temporary cash investments

    beginning of year $97,633 · end of year $123,192

  • 3 · Pledges and grants receivable

    beginning of year $50,000 · end of year $25,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $712 · end of year $750

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

    $1,435,870

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

    $391,074

  • 10c · Land, buildings and equipment, net

    beginning of year $1,073,159 · end of year $1,044,796

  • 11 · Investments: publicly traded securities

    beginning of year $188,025 · end of year $170,066

  • 12 · Investments: other securities

    beginning of year $150,285 · end of year $297,724

  • 15 · Other assets

    beginning of year $119,424 · end of year $122,932

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,358 · end of year $2,689

  • 25 · Other liabilities

    beginning of year $3,147 · end of year $2,984

  • 27 · Net assets without donor restrictions

    beginning of year $1,853,698 · end of year $1,912,666

  • 28 · Net assets with donor restrictions

    beginning of year $459,299 · end of year $262,390

Mission and programs · 2023

Mission

OWNING AND OPERATING REAL ESTATE AND PROVIDING OTHER AFFORDABLE INDEPENDENT HOUSING OPPORTUNITIES TO INDIVIDUALS WITH AUTISM.

Activities or mission (Part I)

SUPPORTING THE MISSION AND OPERATIONS OF BITTERSWEET, INC., WITH A FOCUS ON THE DEVELOPMENT AND INVESTMENT MANAGEMENT PRACTICES AND OWNING AND OPERATING REAL ESTATE AND PROVIDING OTHER AFFORDABLE INDEPENDENT HOUSING OPPORTUNITIES TO INDIVIDUALS WITH AUTISM.

  • OWNING AND OPERATING REAL ESTATE AND PROVIDING OTHER AFFORDABLE INDEPENDENT HOUSING OPPORTUNITIES TO INDIVIDUALS WITH AUTISM.

    Expenses $108,500 · Revenue $94,292

  • TO PROVIDE BITTERSWEET, INC. WITH SUPPORT, WITH A FOCUS ON DEVELOPMENT, DONATION AND ASSET MANAGEMENT, GRANT WRITING AND FUNDRAISING.

    Expenses $537,908 · Grants $537,908

As filed on the 2023 return.

Listed in Part VII

  • Abby Anderson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Henry Geha

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Trish McCartney

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Charles Seddon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Robert St Clair

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • Raj Parikh

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Melissa Wehrman-Householder

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Dr Ellen Williams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Dustin Watkins

    EXECUTIVE DIRECTOR

    Total calculated
    $103,503
    From this org
    $0
    From related orgs
    $103,214
    Other
    $289
    Hours/week
    10 + 30 related

  • Lisa R Lulfs

    INTERIM EXECUTIVE DIRECTOR

    Total calculated
    $112,950
    From this org
    $0
    From related orgs
    $111,832
    Other
    $1,118
    Hours/week
    10 + 20 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.

Grants on this return

  • BITTERSWEET INC

    $537,908

    TO SUPPORT THE MISSION AND OPERATIONS OF BITTERSWEET, INC.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • BITTERSWEET - LIMA LLC

    TO MANAGE THE ASSETS AND REAL ESTATE OF THE LIMA LOCATION · OH · income $46,676 · assets $587,842

    Directly controlled by BITTERSWEET AUTISM FOUNDATION

  • BITTERSWEET - PALMER HOUSE LLC

    TO MANAGE THE ASSETS AND REAL ESTATE OF THE PALMER HOUSE LOCATION · OH · income $34,560 · assets $579,863

    Directly controlled by BITTERSWEET AUTISM FOUNDATION

  • BITTERSWEET - PEMBERVILLE LLC

    TO MANAGE THE ASSETS AND REAL ESTATE OF THE PEMBERVILLE LOCATION · OH · income $38,624 · assets $257,433

    Directly controlled by BITTERSWEET AUTISM FOUNDATION

Provenance

Return type
form_990
Tax year
2023
Filed
30 September 2024
IRS schema version
2023v5.1
Source object
202412769349300926

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