Fidelity House INC FY2020 filing

Tax-deductible

Lawrence, MA501(c)(3)Since 1971Human ServicesEIN 04-2499679Revenue $29.8M in FY2020

On file with the IRSfidelityhhs.org439 South Union St, 01843-2837 · Lawrence, MATax-exempt since Sep 1971Publicly supported charity — 170(b)(1)(A)(vi)

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To support people with disabilities to live a rich and meaningful life.

501(c)(3) charity; gifts are tax-deductible.
87¢ of each $1 spent went to programs.
$336K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $1.9M a year · 5% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$336K
to officers and key staff · 1% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 2.0 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
6
named funders · $125K
Looks good: 6 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$7.2M
48% of total assets
Looks good: liabilities are 48% of assets; 50% or less.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$29.8M
Spent
$28.4M
To programs
87%
Net assets
$7.7M
By yearFY2020–FY2025
Revenue
$29.8M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$29.8M
FY2021$32.1M
FY2022$35.1M
FY2023$36.8M
FY2024$40.9M
FY2025$44.9M
Expenses
$28.4M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$28.4M
FY2021$29.4M
FY2022$33.4M
FY2023$35.2M
FY2024$39.8M
FY2025$41.9M
Net assets
$7.7M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$7.7M
FY2021$10.6M
FY2022$11.7M
FY2023$13.5M
FY2024$15.0M
FY2025$18.2M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 1971.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $24.7M Management & general 12% · $3.5M Fundraising 1% · $187K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

19 people listed on the 990; $336K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
President & CEO
$178,349Pt VII · Sec A
VP Human Resources
$120,038Pt VII · Sec A
$37,694Pt VII · Sec A
Board Clerk
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Bradley Howell’s $243K as President & CEO is at the 61st percentile of top reported officer pay among 3122 $10–100M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Bradley Howell$243,352$232,557$227,286———
Brad Howell———$239,358$215,620$178,349
Kathryn Mageary$179,317$132,637$147,803$149,817$139,734$120,038
Leanna Fleming$177,103$162,182$154,363$156,292$146,283$37,694
Hamza Saboul$141,537—————
Christina Hildonen$139,814$131,744$106,866———
Boimah Quaye$139,666$113,470————
Friday Obasogie—$130,562————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Empowers people with disabilities to live fulfilling lives.

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Provided by the organization

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3 programs · $22.8M · in their own filed words · FY2019
01

Residential services provides opportunities for small group living in 26 community residences and independent living in local apartments. The goal is to provide a safe and supportive environment where each individual is encouraged to be as independent as possible.

$17.0Mprogram expense
02

Supported home care provides case managers and nurses who support adults with disabilities living living with their own family or with a home care provider. Through the adult foster care program or the shared living program, home care providers receive a tax-free stipend to support room, board and transporation costs.

$3.9Mprogram expense
03

Child and family services provides support to families who care for a child, teen or adult with disabilities at their home. Support is offered through intensive in-home services and a centralized family support center.

$1.9Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 6 funders →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$29.8M
Ln 12
Fees for servicesLn 2g$27.3M
Gifts and grantsLn 1h$2.1M
Other incomeLn 4–11$253K
Money outPt IX
$28.4M
Ln 25
Programscol B$24.7M
Managementcol C$3.5M
Fundraisingcol D$187K
Owns and owesPt X
$7.7M
net assets · Ln 32
Cash and savingsLn 1–2$4.8M
Total assetsLn 16$14.9M
LiabilitiesLn 26$7.2M
PeoplePt VI, VII
19
listed · VII A
PaidVII A3
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.1M
Fees for servicesLn 2g$27.3M
Investment incomeLn 3$64K
Other incomeLn 4–11$253K
Gains on assetsLn 7$6K
Total revenueLn 12$29.8M
Assets in detailPt X, end of year
CashLn 1$4.3M
SavingsLn 2$519K
Cash and savings togetherLn 1–2$4.8M
InvestmentsLn 11–13$1.3M
Land, buildings, equipmentLn 10c$5.5M
Other assetsLn 15$472K
Total assetsLn 16$14.9M
LiabilitiesLn 26$7.2M
Net assetsLn 32$7.7M
OperationsPt I, VI
EmployeesI 5509
VolunteersI 610
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$1.2M$4.8M
InvestmentsLn 11–13$1.3M$1.3M
Land, buildings, equipmentLn 10c$6.1M$5.5M
Total assetsLn 16$12.1M$14.9M
LiabilitiesLn 26$5.8M$7.2M
Net assetsLn 32$6.3M$7.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$336K$203K$100K$33K
Other salaries and wagesLn 7$15.6M$13.9M$1.6M$92K
Other employee benefitsLn 9$1.7M$1.7M$59K$14K
Payroll taxesLn 10$1.1M$966K$129K$11K
Management feesLn 11a$46K$2K$31K$13K
Legal feesLn 11b$21K$21K
Accounting feesLn 11c$80K$80K
Other fees for servicesLn 11g$9K$9K
Office expensesLn 13$523K$339K$183K
OccupancyLn 16$1.4M$868K$529K
TravelLn 17$203K$191K$8K$4K
InterestLn 20$114K$114K
Depreciation, depletion and amortizationLn 22$450K$357K$93K
InsuranceLn 23$236K$41K$195K
Other expenses (24a–d)Ln 24$5.8M$5.8M$23K$6K
All other expensesLn 24e$655K$200K$441K$14K
Total functional expensesLn 25$28.4M$24.7M$3.5M$187K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $44.9M$41.9M$3.0M$18.2M 990 PDF
FY2024 $40.9M$39.8M$1.1M$15.0M 990 PDF
FY2023 $36.8M$35.2M$1.6M$13.5M 990 PDF
FY2022 $35.1M$33.4M$1.6M$11.7M 990 PDF
FY2021 $32.1M$29.4M$2.7M$10.6M 990 PDF
FY2020 Viewing $29.8M$28.4M$1.4M$7.7M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $29,760,830 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $227,049$2,148,533
I-9 Program service revenuePrior year $21,751,061$27,295,353
I-10 Investment incomePrior year $95,374$63,732
I-11 Other revenuePrior year $165,951$253,212
I-12 Total revenuePrior year $22,239,435$29,760,830
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $15,199,500$18,776,538
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $7,812,567$9,579,483
I-18 Total expensesPrior year $23,012,067$28,356,021
I-19 Revenue less expensesPrior year −$772,632$1,404,809
Part VI · Governance 16 of 16 board members independent, no flags
VI-1a Voting members of the governing body16
VI-1b Independent voting members16
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $29,760,830 across 8 lines filed
VIII-1f All other contributions, gifts and grants$2,148,533
VIII-1h Total contributions, gifts and grants$2,148,533
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $27,295,353$27,295,353
VIII-3 Investment incomeExcluded from tax $57,965$57,965
VIII-7 Net gain or loss on sales of assetsExcluded from tax $5,767$5,767
VIII-8 Net income from fundraising eventsExcluded from tax $53,123$53,123
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $200,089$200,089
VIII-12 Total revenueRelated to mission $27,495,442 · Unrelated business $0 · Excluded from tax $116,855$29,760,830
Part IX · Statement of functional expenses $28,356,021 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $202,600 · Management $100,466 · Fundraising $32,933$335,999
IX-7 Other salaries and wagesPrograms $13,932,786 · Management $1,586,965 · Fundraising $92,468$15,612,219
IX-9 Other employee benefitsPrograms $1,650,111 · Management $58,981 · Fundraising $13,987$1,723,079
IX-10 Payroll taxesPrograms $965,901 · Management $128,838 · Fundraising $10,502$1,105,241
IX-11a Management feesPrograms $1,890 · Management $31,469 · Fundraising $12,835$46,194
IX-11b Legal feesManagement $20,915$20,915
IX-11c Accounting feesManagement $79,586$79,586
IX-11g Other fees for servicesManagement $9,143$9,143
IX-13 Office expensesPrograms $339,463 · Management $183,432$522,895
IX-16 OccupancyPrograms $868,100 · Management $529,284$1,397,384
IX-17 TravelPrograms $190,589 · Management $8,158 · Fundraising $4,207$202,954
IX-20 InterestPrograms $113,978$113,978
IX-22 Depreciation, depletion and amortizationPrograms $357,138 · Management $92,651$449,789
IX-23 InsurancePrograms $40,630 · Management $195,263$235,893
IX-24 Other expenses (24a–d)Programs $5,816,770 · Management $23,308 · Fundraising $5,555$5,845,633
IX-24e All other expensesPrograms $199,944 · Management $440,834 · Fundraising $14,341$655,119
IX-25 Total functional expensesPrograms $24,679,900 · Management $3,489,293 · Fundraising $186,828$28,356,021
Part X · Balance sheet $14,940,680 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $532,279$4,297,116
X-2 Savings and temporary cash investmentsStart of year $664,017$518,607
X-4 Accounts receivableStart of year $2,711,779$2,473,508
X-9 Prepaid expenses and deferred chargesStart of year $425,868$296,020
X-10c Land, buildings and equipment, netStart of year $6,057,735$5,536,746
X-11 Publicly traded securitiesStart of year $1,317,792$1,346,812
X-15 Other assetsStart of year $372,058$471,871
X-16 Total assetsStart of year $12,081,528$14,940,680
X-17 Accounts payable and accrued expensesStart of year $1,322,966$1,293,057
X-25 Other liabilitiesStart of year $2,068,716$4,046,322
X-26 Total liabilitiesStart of year $5,755,229$7,228,533
X-27 Net assets without donor restrictionsStart of year $6,052,779$7,528,014
X-28 Net assets with donor restrictionsStart of year $273,520$184,133
X-32 Total net assets or fund balancesStart of year $6,326,299$7,712,147
X-33 Total liabilities and net assetsStart of year $12,081,528$14,940,680
Part XI · Reconciliation of net assets $7,712,147 net assets at year end
XI-1 Total revenue$29,760,830
XI-2 Total expenses$28,356,021
XI-3 Revenue less expenses$1,404,809
XI-4 Net assets at start of year$6,326,299
XI-5 Net unrealized gains (losses) on investments−$18,961
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$7,712,147

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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