SOUTHWESTERN OHIO HEMOPHILIA FOUNDATION

EIN: 311527065 501(c)(3) Diseases & Disorders

DAYTON, OH

Total Revenue
$176,072
Total Expenses
$173,955
Total Assets
$342,788
Net Assets
$339,624
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1997
Legal Domicile
OH
Principal Officer
JOY LINDER
Phone
9372988000
Tax Period
2025-01-01 to 2025-12-31

SOUTHWESTERN OHIO HEMOPHILIA FOUNDATION, founded in 1997, is a small nonprofit in the Diseases & Disorders sector that reported $176K in total revenue in fiscal year 2025. Revenue grew 12% year-over-year, indicating healthy expansion.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $49,408
Program Service Revenue $115,260
Investment Income $5,990
Other Revenue $5,414
TOTAL REVENUE $176,072

Expense Breakdown

Grants Paid $0
Salaries & Benefits $68,102
Fundraising Expenses $14,801
Program Expenses $121,007
Other Expenses $105,853
TOTAL EXPENSES $173,955

Year-over-Year Comparison

2025 2024 Change
Revenue $176,072 $157,830 +0.1%
Expenses $173,955 $152,872 +0.1%
Net Income $2,117 $4,958 -0.6%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
8
Independent Members
8
Employees
2
Volunteers
22

Governance Policies

✓ Conflict of Interest Policy
✗ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$47,632
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LINDSAY CARLSON PRESIDENT 2.00
Officer Director
$0 $0 $0
DEBRA SMITH SECRETARY 2.00
Officer Director
$0 $0 $0
KATIE MULLINS BOARD MEMBER 2.00
Director
$0 $0 $0
DENA SHEPARD VICE-PRESIDENT 2.00
Officer Director
$0 $0 $0
DICK MILLER BOARD MEMBER 2.00
Director
$0 $0 $0
BILLY CLINE BOARD MEMBER 2.00
Director
$0 $0 $0
CHERYL COFFEY BOARD MEMBER 2.00
Director
$0 $0 $0
CAROLYN BROWN TREASURER 2.00
Officer Director
$0 $0 $0
JOY LINDER EXECUTIVE DIRECTOR 40.00
Officer
$47,632 $0 $47,632
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $176,072 $173,955 $342,788 $2,117
2024 No data No data No data No data
2023 $152,580 $167,186 $332,416 $-14,606
2022 $175,228 $153,417 $349,005 $21,811
2021 $203,915 $138,952 $325,527 $64,963
2020 $171,054 $156,268 $275,715 $14,786
2019 $170,753 $159,878 $247,052 $10,875
2018 $168,125 $147,508 $234,720 $20,617
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