Southwestern Ohio Hemophilia Foundation

Nonprofit profile at a glance

EIN
311527065
IRS 990 coverage
2010–2025
Forms available
Form 990 2025
Location
Dayton, OH, USA
Phone
9372988000
Rating
75
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$176,072
Expenses
$173,955
Assets
$342,788
Liabilities
$3,164

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

9 people listed

Executive titles in this filing

  • LINDSAY CARLSON (PRESIDENT)
  • DENA SHEPARD (VICE-PRESIDENT)
  • JOY LINDER (EXECUTIVE DIRECTOR)

Highest reported compensation

  • JOY LINDER (EXECUTIVE DIRECTOR): $47,632 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

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.

What it reported doing in 2025

Program activities include an annual business meeting with review of financial reports, a board president report to the organization, an update and ask-the-doc forum from the dayton children's hemophilia treatment center physician. We served over 115 individuals at this event. This meeting also recognizes our event volunteers (total 22 in 2025). In the summer, we presented our annual family fest at a downtown dayton event venue with increased family participation. This is a family-centered weekend filled with educational seminars, inspirational speakers and family activites. We served 26 families (over 100 individuals) at this event. Fall outing is a program that encourages networking, communication and connection in context of fun family activities. We served 35 families (over 220 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 2025, in cooperation with the dayton children's htc, we sent a special mailing to newly diagnosed families. The purpose of the program was to provide information about swohf programs and support. Additionally, we collaborated with the htc to provide period packs (feminine hygiene products) for young female patients. This program benefits those individuals as they navigate the challenges of living with a bleeding disorder diagnosis.

Operating model

Revenue model
Other-operating. 63% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. Fundraising costs are high for each dollar raised and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 64
  • Transparency & Controls: 86
  • Accountability: 84
  • Sustainability: 42
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 69.8%; rating input score 70
  • Program expense ratio: 69.6%; rating input score 70
  • Fundraising efficiency: $3.34 raised per $1 spent on fundraising; rating input score 14; 14th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 91.7%; rating input score 92; 20th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 5 of 8 controls in place; rating input score 62
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 1.2%; rating input score 39; 39th percentile among comparable filings
  • Total-asset coverage ratio: 1.97; rating input score 59; 59th percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 40; 40th percentile among comparable filings
  • Officer compensation ratio: 27.4%; rating input score 13; 13th percentile among comparable filings

Growth

  • Program expense growth: 2.2% per year; rating input score 100; 38th percentile among comparable filings
  • Revenue growth: 1.6% per year; rating input score 100; 28th percentile among comparable filings
  • Asset growth: 7.4% per year; rating input score 100; 54th percentile among comparable filings

Details

  • Where the money goes: 69.8% of revenue deployed · 69.6% of spending went to programs
  • Governance: 8 of 8 board members independent · 5 of 8 filing controls reported
  • Programs: 3 filed program accomplishments · $121K in reported program spending
  • Leadership: top reported pay $48K · 9 people listed
  • Consistency: 23 of 24 current checks pass · 1 finding to review
  • Schedules: 4 filed schedules · includes major donors
  • Filing history: 10 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Fundraising efficiency scored 14/100.
  • Review — Accountability: Governance controls: 2 of 7 not reported.
  • Moderate — Sustainability: Operating margin scored 39/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • Review — Sustainability: Total-asset coverage ratio scored 59/100.
  • High — Sustainability: Officer compensation ratio scored 13/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 40/100.