2024-10-02T09:14:07-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 1785 INDIAN WOOD CIRCLE MAUMEE OH 43537 990 2023-01-01 331136261 BITTERSWEET AUTISM FOUNDATION INC BITT 4198756986 12660 ARCHBOLD-WHITEHOUSE RD WHITEHOUSE OH 43571 MEGAN THOMPSON EXECUTIVE DIRECTOR 4198756986 2024-09-30 1 1 DIANN STRETTEN P01983935 4197942000 2024-09-30 2023 2024-10-15 13:58:12Z MEGAN THOMPSON 12660 ARCHBOLD-WHITEHOUSE RD WHITEHOUSE OH 43571 683292 0 X WWW.BITTERSWEETFARMS.ORG X 2007 OH 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. 8 8 0 62 0 0 636596 553306 84816 94292 5924 7792 -2908 203 724428 655593 416234 537908 0 0 0 0 0 0 87343 296214 315636 712448 853544 11980 -197951 2318502 2180729 5505 5673 2312997 2175056 OWNING AND OPERATING REAL ESTATE AND PROVIDING OTHER AFFORDABLE INDEPENDENT HOUSING OPPORTUNITIES TO INDIVIDUALS WITH AUTISM. 0 0 108500 94292 OWNING AND OPERATING REAL ESTATE AND PROVIDING OTHER AFFORDABLE INDEPENDENT HOUSING OPPORTUNITIES TO INDIVIDUALS WITH AUTISM. 537908 537908 TO PROVIDE BITTERSWEET, INC. WITH SUPPORT, WITH A FOCUS ON DEVELOPMENT, DONATION AND ASSET MANAGEMENT, GRANT WRITING AND FUNDRAISING. 646408 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X LISA L JACOB 4198756986 12660 ARCHBOLD WHITEHOUSE RD WHITEHOUSE OH 43571 ABBY ANDERSON DIRECTOR 0.50 X 0 0 0 HENRY GEHA PRESIDENT 1.00 X X 0 0 0 TRISH MCCARTNEY DIRECTOR 0.50 X 0 0 0 CHARLES SEDDON DIRECTOR 0.50 1.00 X 0 0 0 ROBERT ST CLAIR VICE PRESIDENT 0.50 X X 0 0 0 RAJ PARIKH SECRETARY/TREASURER 1.00 X X 0 0 0 MELISSA WEHRMAN-HOUSEHOLDER DIRECTOR 0.50 X 0 0 0 DR ELLEN WILLIAMS DIRECTOR 0.50 X 0 0 0 DUSTIN WATKINS EXECUTIVE DIRECTOR 10.00 30.00 X 0 103214 289 LISA R LULFS INTERIM EXECUTIVE DIRECTOR 10.00 20.00 X 0 111832 1118 0 215046 1407 0 0 0 0 0 53111 500195 553306 RENTAL INCOME 531120 94292 94292 94292 8091 8091 25568 0 25568 25568 25568 299 -299 -299 -299 2035 53111 27400 -25365 -25365 655593 94292 0 7995 537908 537908 176494 105622 70872 7740 7740 1666 1666 3655 3655 16078 11152 4926 3203 3203 53569 48804 4765 308 308 456 456 39983 39983 DEVELOPMENT EXPENSE 4286 4286 DUES AND SUBSCRIPTIONS 2502 2502 BOARD EXPENSE 466 373 93 5230 5230 853544 646408 119793 87343 639264 396269 97633 123192 50000 25000 712 750 1435870 391074 1073159 1044796 188025 170066 150285 297724 119424 122932 2318502 2180729 2358 2689 3147 2984 5505 5673 X 1853698 1912666 459299 262390 2312997 2175056 2318502 2180729 -197951 60010 0 X 0 0 0 X 467183 575907 392704 636596 553306 2625696 467183 575907 392704 636596 553306 2625696 356926 2268770 14602 17320 18792 12792 33659 97165 10622 8780 9403 10806 2035 41646 2764507 432480 0.82070 0.79420 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME FUNDRAISING - 2019 AMOUNT: $ 10,622. 2020 AMOUNT: $ 8,780. 2021 AMOUNT: $ 9,403. 2022 AMOUNT: $ 10,806. 2023 AMOUNT: $ 2,035. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 451648 59349 13256 1666 496075 400341 65943 12962 1674 451648 360958 52804 11862 1559 400341 325319 26 48370 11287 1470 360958 275070 61488 9845 1394 325319 1 0 331930 331930 1075320 374623 700697 28620 16451 12169 1044796 VANGUARD TOTAL STOCK MARKET INDEX 180898 F VANGUARD TOTAL INTL STOCK INDEX 116826 F 297724 BENEFICIAL INTEREST IN PERPETUAL TRUST 122932 122932 SECURITY DEPOSITS 2984 2984 PART V, LINE 4: TO SUPPORT THE BITTERSWEET AUTISM FOUNDATION. CELEBRATING POSSIBILITIES 53446 53111 335 27400 KROGER COMMUNITY REWARDS 1114 1114 3 586 586 55146 53111 2035 27400 27400 -25365 LISA JACOB ACCOUNTING COORDINATOR 12660 ARCHBOLD WHITEHOUSE OH 43571 1 BITTERSWEET INC 12660 ARCHBOLD-WHITEHOUSE ROAD WHITEHOUSE OH 43571 341218722 501(C)(3) 537908 0 TO SUPPORT THE MISSION AND OPERATIONS OF BITTERSWEET, INC. PART I, LINE 2: ALL SUPPORT IS TO BITTERSWEET, INC. (RELATED ORGANIZATION). BITTERSWEET AUTISM FOUNDATION KEEPS SUPPORTING DOCUMENTATION FOR ALL AMOUNTS GIVEN TO BITTERSWEET, INC. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC COPY OF FORM 990 WAS MADE AVAILABLE TO THE FULL BOARD PRIOR TO FILING. A DETAILED REVIEW OF THE FORM WAS ALSO COMPLETED BY THE EXECUTIVE DIRECTOR, ACCOUNTING STAFF AND BOARD TREASURER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C AN ANNUAL DISCLOSURE FORM IS REQUIRED, AND ALL ISSUES ARE DOCUMENTED AND RESOLVED IN ACCORDANCE WITH OUR CONFLICT OF INTEREST POLICY, AS THEY ARISE. FORM 990, PART VI, SECTION B, LINE 15A BITTERSWEET AUTISM FOUNDATION'S EXECUTIVE DIRECTOR IS COMPENSATED BY A RELATED PARTY, BITTERSWEET, INC. THE BITTERSWEET INC. BOARD HAS USED BOTH AN INDEPENDENT OUTSIDE HR CONSULTANT AND AN ACCOUNTING AND AUDITING FIRM TO ANALYZE MARKET SURVEY COMPENSATION DATA PAID TO THE EXECUTIVE DIRECTOR. EACH YEAR THE SALARY OF THE EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED BY THE BITTERSWEET INC. BOARD. ALL DECISIONS ARE DOCUMENTED WITHIN THE BOARD MINUTES OF BITTERSWEET INC. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. BITTERSWEET AUTISM FOUNDATION'S FINANCIAL STATEMENTS ARE PRESENTED QUARTERLY AT BOARD MEETINGS, THE BOARD MEETINGS ARE OPEN TO THE PUBLIC. BITTERSWEET - LIMA LLC 12660 ARCHBOLD-WHITEHOUSE ROAD WHITEHOUSE OH 43571 331136261 TO MANAGE THE ASSETS AND REAL ESTATE OF THE LIMA LOCATION OH 46676 587842 BITTERSWEET AUTISM FOUNDATION BITTERSWEET - PALMER HOUSE LLC 12660 ARCHBOLD-WHITEHOUSE ROAD WHITEHOUSE OH 43571 331136261 TO MANAGE THE ASSETS AND REAL ESTATE OF THE PALMER HOUSE LOCATION OH 34560 579863 BITTERSWEET AUTISM FOUNDATION BITTERSWEET - PEMBERVILLE LLC 12660 ARCHBOLD-WHITEHOUSE ROAD WHITEHOUSE OH 43571 331136261 TO MANAGE THE ASSETS AND REAL ESTATE OF THE PEMBERVILLE LOCATION OH 38624 257433 BITTERSWEET AUTISM FOUNDATION BITTERSWEET INC 12660 ARCHBOLD-WHITEHOUSE ROAD WHITEHOUSE OH 43571 341218722 INTERMEDIATE CARE FACILITY FOR PERSONS WITH DEVELOP- MENTAL DISABILITIES. OH 501(C)(3) LINE 10 N/A 0 BETTYE RUTH KAY COMMUNITY HOMES INC 12660 ARCHBOLD-WHITEHOUSE ROAD WHITEHOUSE OH 43571 204393279 HOUSING FOR PERSONS WITH DISABILITIES OH 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 0 0