Civic Intelligence

Tri-State Bleeding Disorder Foundation

990 • Fiscal year 2023 • EIN 31-0928221

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 04, 2024

635 West 7th StreetCincinnati, OH 45203

(513) 961-4366

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

64th percentile

0.01x

Higher debt load relative to revenue than 64% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

53rd percentile

4.5%

Higher net margin than 53% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

55th percentile

3.9%

Faster asset growth than 55% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

62nd percentile

16%

Faster revenue growth than 62% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$256,315

Up $9,656 (+3.9%) from 2022

Net Assets

Up

$254,909

Up $11,620 (+4.8%) from 2022

Liabilities

Down

$1,406

Down $1,964 (-58%) from 2022

Revenue

Up

$256,083

Up $34,480 (+16%) from 2022

Expenses

Down

$244,463

Down $6,138 (-2.4%) from 2022

Net Income

Up

$11,620

Up $40,618 (+140%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2011: $92,857Net Assets 2011: $92,8572011Assets 2013: $101,039Liabilities 2013: $326Net Assets 2013: $100,7132013Assets 2015: $189,947Liabilities 2015: $3,733Net Assets 2015: $186,2142015Assets 2016: $178,866Liabilities 2016: $715Net Assets 2016: $178,1512016Assets 2017: $234,166Liabilities 2017: $0Net Assets 2017: $234,1662017Assets 2018: $259,133Liabilities 2018: $865Net Assets 2018: $258,2682018Assets 2019: $156,696Liabilities 2019: $432Net Assets 2019: $156,2642019Assets 2020: $228,677Liabilities 2020: $1,961Net Assets 2020: $226,7162020Assets 2021: $274,239Liabilities 2021: $1,952Net Assets 2021: $272,2872021Assets 2022: $246,659Liabilities 2022: $3,370Net Assets 2022: $243,2892022Assets 2023: $256,315Liabilities 2023: $1,406Net Assets 2023: $254,9092023Assets 2024: $239,927Liabilities 2024: $5,456Net Assets 2024: $234,4712024

Highlighted filing

2023

Assets$256,315
Liabilities$1,406
Net Assets$254,909

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2011: $143,631Expenses 2011: $133,757Net Income 2011: $9,8742011Revenue 2013: $153,211Expenses 2013: $131,189Net Income 2013: $22,0222013Revenue 2015: $226,775Expenses 2015: $157,420Net Income 2015: $69,3552015Revenue 2016: $213,993Expenses 2016: $222,056Net Income 2016: -$8,0632016Revenue 2017: $230,539Expenses 2017: $174,526Net Income 2017: $56,0132017Revenue 2018: $202,531Expenses 2018: $178,429Net Income 2018: $24,1022018Revenue 2019: $211,230Expenses 2019: $313,234Net Income 2019: -$102,0042019Revenue 2020: $281,147Expenses 2020: $210,695Net Income 2020: $70,4522020Revenue 2021: $205,909Expenses 2021: $177,788Net Income 2021: $28,1212021Revenue 2022: $221,603Expenses 2022: $250,601Net Income 2022: -$28,9982022Revenue 2023: $256,083Expenses 2023: $244,463Net Income 2023: $11,6202023Revenue 2024: $246,249Expenses 2024: $266,671Net Income 2024: -$20,4222024

Highlighted filing

2023

Revenue$256,083
Expenses$244,463
Net Income$11,620
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 4, 2024
Return Version
2023v5.0
Gross Receipts
$275,671
Mission and Program Overview

Mission

Education,research & specific help for individuals with bleeding disorders

Education, research & specific help for individuals with bleeding disorders

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$115,079$130,397▲ $15,318
Cash and Non-Interest-Bearing Accounts$131,580$125,918▼ $5,662
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$246,659$256,315▲ $9,656
Liabilities
Accounts Payable and Accrued Expenses$3,370$1,406▼ $1,964
Total Liabilities$3,370$1,406▼ $1,964
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$225,839$237,459▲ $11,620
Net Assets With Donor Restrictions$17,450$17,450→ $0
Total Net Assets Fund Balance$243,289$254,909▲ $11,620
Total Liabilities and Net Assets / Fund Balance$246,659$256,315▲ $9,656

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$11,149$11,149
Compensation and Service Providers

Board Members and Trustees

NameTitle
Keith PetersonPresident
Scott DanielsVice President
Alex YastrebenetskyBoard Member
Jeff KerstingBoard Member
Joseph PalascakBoard Member
Les Gunzenhaeuser MdBoard Member
Lisa LittnerBoard Member
Lisa RatermanBoard Member
Nina TurnerBoard Member
Susan KinsellaBoard Member
Helen LampingExecutive Director
Ralph Gruppo MdSecretary
Scott CrawleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$235,126
Program Service Revenue
$0
Investment Income
$15,521
Other Revenue
$5,436
All Other Contributions
$235,126
Change in Net Assets
$11,620
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$240,258
Total Fundraising Expense$24,541
Grants and Similar Amounts Paid$4,205
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$37,800$21,000$15,120$73,920
All Other Expenses$25,929$1,490$1,860$29,279
Information Technology$6,333$3,519$2,532$12,384
Occupancy$4,525$2,514$1,810$8,849
Fees for Services Accounting$4,110$2,283$1,645$8,038
Office Expenses$2,855$1,586$1,143$5,584
Other Expenses$4,233--$4,233
Grants to Domestic Individuals$4,205--$4,205
Insurance$955$531$382$1,868
Fees for Service Investment Mgmnt Fees$91$50$37$178
Interest$31$18$12$61
Total Functional Expenses$186,931$32,991$24,541$244,463
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$23,649
Fundraising Direct Expenses$19,588
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Unite Walk$23,649$23,649$19,588$4,061
Total Events$23,649$23,649$19,588$4,061
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Reviewed by the associate director and board treasurer

Form 990, Part VI, Section B, Line 12C

Reviewed once a year at the january board meeting.

Form 990, Part VI, Section B, Line 15A

Board reviews benchmarking and discusses compensation for ed position.

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Tri-state Bleeding Disorder Foundation
EIN
31-0928221
Phone
5139614366
Address
635 WEST 7TH STREET, CINCINNATI, OH 45203
Doing Business As
Tri-state Bleeding Disorder Foundat

Signing Officer

Name
Keith Peterson
Title
President
Phone
5139614366
Signed
2024-06-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Keith Peterson
Legal Domicile
Oh
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
200

Preparer

Firm
Atlas Cpas & Advisors Pllc
Address
1230 SPRINGFIELD PIKE, CINCINNATI, OH 45215
Preparer
Tyler M Scott
Phone
5137714100
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IRS990/OtherExpensesGrp/TotalAmt069870
IRS990/OtherExpensesGrp/TotalAmt125994
IRS990/OtherExpensesGrp/TotalAmt24233
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01375
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01375
IRS990/OtherRevenueTotalAmt01375
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KEITH PETERSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0TSBDF DID HOST OUR IN-PERSON CAMP NJOYITALL FOR KIDS WITH BLEEDING DISORDERS THIS SUMMER. THE EDUCATION FOCUSED ON SELF-INFUSION AND OTHER BLEEDING DISORDER EDUCATION. 20 CAMPERS ATTENDED OVER TWO WEEKS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0700
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0228274
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03000
IRS990/PYInvestmentIncomeAmt0-11181
IRS990/PYOtherExpensesAmt0247601
IRS990/PYOtherRevenueAmt04510
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-28998
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0250601
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0221603
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt011620
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0$ 100,762 - GROSS INCOME FROM FUNDRAISING EVENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10 - OTHER INCOME DETAIL
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0235126
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0228274
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0186482
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0277609
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0187674
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01115165
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt015521
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0-11181
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt010079
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02501
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01795
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt018715
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt02618
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt023649
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt022718
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt028511
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt025884
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0100762
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.75310
IRS990ScheduleA/PublicSupportPY170Pct00.88160
IRS990ScheduleA/PublicSupportTotal170Amt0929763
IRS990ScheduleA/SubstantialContributorsTotAmt0185402
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0235126
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0228274
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0186482
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0277609
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0187674
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01115165
IRS990ScheduleA/TotalSupportAmt01234642
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt011149
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt011149
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019588
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0UNITE WALK
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023649
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023649
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023649
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023649
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04061
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019588
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt019588
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED BY THE ASSOCIATE DIRECTOR AND BOARD TREASURER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED ONCE A YEAR AT THE JANUARY BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD REVIEWS BENCHMARKING AND DISCUSSES COMPENSATION FOR ED POSITION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0246659
IRS990/TotalAssetsEOYAmt0256315
IRS990/TotalAssetsGrp/BOYAmt0246659
IRS990/TotalAssetsGrp/EOYAmt0256315
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0235126
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt024541
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt032991
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0186931
IRS990/TotalFunctionalExpensesGrp/TotalAmt0244463
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03370
IRS990/TotalLiabilitiesEOYAmt01406
IRS990/TotalLiabilitiesGrp/BOYAmt03370
IRS990/TotalLiabilitiesGrp/EOYAmt01406
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0243289
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0254909
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0186931
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt019582
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01375
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0256083
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0200
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0246659
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0256315
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.40$0.05$2.34$2.46$2.67$0.20
2023Detailed filing. Detailed filing data is available for this year.$2.56$0.01$2.55$2.56$2.44$0.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.47$0.03$2.43$2.22$2.51$0.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.74$0.02$2.72$2.06$1.78$0.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.02$2.27$2.81$2.11$0.70
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$0.00$1.56$2.11$3.13$1.02
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.59$0.01$2.58$2.03$1.78$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.00$2.34$2.31$1.75$0.56
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.01$1.78$2.14$2.22$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.90$0.04$1.86$2.27$1.57$0.69
2013Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$1.53$1.31$0.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.93$1.44$1.34$0.10