Brian House INC FY2021 filing

Tax-deductible

Chester, CT501(c)(3)Since 1983EIN 06-1081008Revenue $7.2M in FY2021

On file with the IRSbrianhouse.org189 Middlesex Ave Ste 2, 06412-1274 · Chester, CTTax-exempt since Aug 1983Publicly supported charity — 170(b)(1)(A)(vi)

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To provide residential community based supports to individuals with developmental challenges.

501(c)(3) charity; gifts are tax-deductible.
87¢ of each $1 spent went to programs.
$224K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2021 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $206K a year · 3% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 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
$224K
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Worth a look: 0.5 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $102
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.4M
78% of total assets
Worth a look: liabilities are 78% of assets; over 65%.
Pt X · Ln 26
Independent board members
3
of 5 voting members
Looks good: 3 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$7.2M
+6% vs prior year
Spent
$6.9M
To programs
87%
Net assets
$398K
By yearFY2020–FY2024
Revenue
$7.2M
FY2021▲ +6%
Tap a bar for its year
Revenue by fiscal year
FY2020$6.8M
FY2021$7.2M
FY2022$8.4M
FY2023$7.8M
FY2024$7.8M
FY2024$8.4M
Expenses
$6.9M
FY2021▲ +3%
Tap a bar for its year
Expenses by fiscal year
FY2020$6.7M
FY2021$6.9M
FY2022$7.7M
FY2023$7.7M
FY2024$7.9M
FY2024$8.5M
Net assets
$398K
FY2021▲ +129%
Tap a bar for its year
Net assets by fiscal year
FY2020$174K
FY2021$398K
FY2022$1.1M
FY2023$1.2M
FY2024$1.2M
FY2024$1.1M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Aug 1983.

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% · $6.0M Management & general 13% · $875K Fundraising 0% · $20K

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

6 people listed on the 990; $224K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
$83,926Pt VII · Sec A
$74,299Pt VII · Sec A
Vice President
$65,339Pt VII · Sec A
Board of Directors - Secretary
$0Pt VII · Sec A
Board of Directors
$0Pt VII · Sec A
Board of Directors
$0Pt VII · Sec A

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Christina Hall$125,250$112,750$88,710———
Michael W Boileau$122,009$112,026$92,928$71,769$83,926$67,964
David F Meade$116,218$110,218$103,147$81,711$65,339$57,876
Edward Kane$104,305—————
Margaret a Winkely——$63,541$98,042$74,299$72,020

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

Offers community-based housing and support for people with developmental challenges.

Provided by the organization

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3 programs · $6.0M · in their own filed words · FY2020
01

Community Living Arrangements

This program provides 8 community residences for developmentally challenged individuals with a total capacity of 45 residents.

$4.5Mprogram expense
02

Supported Living Programs

Brian house, inc. Provides targeted supports to residents living in a semi-independent environment as described in their overall plan of care.

$1.1Mprogram expense
03

Senior Supports

Day supports are provided to individuals at their residence that are unable to attend another day program.

$336Kprogram 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 · FY2023
Total grants receivedfrom 1 funder$102

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$7.2M
Ln 12
Fees for servicesLn 2g$6.6M
Gifts and grantsLn 1h$549K
Other incomeLn 4–11$14K
Money outPt IX
$6.9M
Ln 25
Programscol B$6.0M
Managementcol C$875K
Fundraisingcol D$20K
Owns and owesPt X
$398K
net assets · Ln 32
Cash and savingsLn 1–2$289K
Total assetsLn 16$1.8M
LiabilitiesLn 26$1.4M
PeoplePt VI, VII
6
listed · VII A
PaidVII A3
Voting boardVI 1a5
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$549K
Noncash giftsLn 1g$488K
Fees for servicesLn 2g$6.6M
Other incomeLn 4–11$14K
Total revenueLn 12$7.2M
Assets in detailPt X, end of year
CashLn 1$289K
Cash and savings togetherLn 1–2$289K
InvestmentsLn 11–13$12K
Land, buildings, equipmentLn 10c$620K
Other assetsLn 15$321K
Total assetsLn 16$1.8M
LiabilitiesLn 26$1.4M
Net assetsLn 32$398K
OperationsPt I, VI
EmployeesI 5163
VolunteersI 60
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 FY21End FY21
Cash and savingsLn 1–2$316K$289K
InvestmentsLn 11–13$9K$12K
Land, buildings, equipmentLn 10c$352K$620K
Total assetsLn 16$1.6M$1.8M
LiabilitiesLn 26$1.4M$1.4M
Net assetsLn 32$174K$398K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$338K$123K$215K$0
Pay of disqualified personsLn 6$4.1M$3.8M$234K$2K
Other employee benefitsLn 9$777K$720K$56K$372
Payroll taxesLn 10$355K$321K$34K$181
Other fees for servicesLn 11g$108K$46K$51K$11K
Office expensesLn 13$180K$114K$60K$7K
OccupancyLn 16$602K$429K$173K$0
TravelLn 17$151K$147K$5K$0
InterestLn 20$28K$28K$0$0
Depreciation, depletion and amortizationLn 22$113K$110K$2K$0
InsuranceLn 23$63K$19K$44K$0
Other expenses (24a–d)Ln 24$142K$142K$0$0
Total functional expensesLn 25$6.9M$6.0M$875K$20K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $7.8M$7.9M−$56K$1.2M 990 PDF
FY2023 $7.8M$7.7M$95K$1.2M 990 PDF
FY2022 $8.4M$7.7M$726K$1.1M 990 PDF
FY2021 Viewing $7.2M$6.9M$225K$398K 990 PDF
FY2020 $6.8M$6.7M$42K$174K 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 FY2021 990 (6 parts)
Part I · Summary $7,150,230 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $270,793$548,720
I-9 Program service revenuePrior year $6,460,319$6,587,501
I-10 Investment income$0
I-11 Other revenuePrior year $22,419$14,009
I-12 Total revenuePrior year $6,753,531$7,150,230
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $5,356,522$5,537,669
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,354,768$1,387,931
I-18 Total expensesPrior year $6,711,290$6,925,600
I-19 Revenue less expensesPrior year $42,241$224,630
Part VI · Governance 3 of 5 board members independent, no flags
VI-1a Voting members of the governing body5
VI-1b Independent voting members3
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 $7,150,230 across 6 lines filed
VIII-1f All other contributions, gifts and grants$548,720
VIII-1g Noncash contributions (included above)$487,890
VIII-1h Total contributions, gifts and grants$548,720
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Unrelated business $0 · Excluded from tax $0$6,587,501
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $14,009 · Unrelated business $0 · Excluded from tax $0$14,009
VIII-12 Total revenueRelated to mission $6,601,510 · Unrelated business $0 · Excluded from tax $0$7,150,230
Part IX · Statement of functional expenses $6,925,600 across 12 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $122,702 · Management $215,002 · Fundraising $0$337,704
IX-6 Pay of disqualified personsPrograms $3,831,871 · Management $234,095 · Fundraising $2,061$4,068,027
IX-9 Other employee benefitsPrograms $719,965 · Management $56,197 · Fundraising $372$776,534
IX-10 Payroll taxesPrograms $320,750 · Management $34,473 · Fundraising $181$355,404
IX-11g Other fees for servicesPrograms $45,679 · Management $51,467 · Fundraising $11,025$108,171
IX-13 Office expensesPrograms $113,741 · Management $59,887 · Fundraising $6,712$180,340
IX-16 OccupancyPrograms $429,175 · Management $172,991 · Fundraising $0$602,166
IX-17 TravelPrograms $146,513 · Management $4,557 · Fundraising $0$151,070
IX-20 InterestPrograms $27,976 · Management $0 · Fundraising $0$27,976
IX-22 Depreciation, depletion and amortizationPrograms $110,489 · Management $2,419 · Fundraising $0$112,908
IX-23 InsurancePrograms $19,078 · Management $43,916 · Fundraising $0$62,994
IX-24 Other expenses (24a–d)Programs $142,306 · Management $0 · Fundraising $0$142,306
IX-25 Total functional expensesPrograms $6,030,245 · Management $875,004 · Fundraising $20,351$6,925,600
Part X · Balance sheet $1,796,061 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $315,912$288,914
X-4 Accounts receivableStart of year $576,103$551,967
X-9 Prepaid expenses and deferred charges$2,004
X-10c Land, buildings and equipment, netStart of year $352,134$619,777
X-11 Publicly traded securitiesStart of year $8,696$12,129
X-15 Other assetsStart of year $332,098$321,270
X-16 Total assetsStart of year $1,584,943$1,796,061
X-17 Accounts payable and accrued expensesStart of year $582,440$360,650
X-19 Deferred revenueStart of year $84,705$171,434
X-25 Other liabilitiesStart of year $349,768$511,642
X-26 Total liabilitiesStart of year $1,411,079$1,397,567
X-27 Net assets without donor restrictionsStart of year $111,239$339,810
X-28 Net assets with donor restrictionsStart of year $62,625$58,684
X-32 Total net assets or fund balancesStart of year $173,864$398,494
X-33 Total liabilities and net assetsStart of year $1,584,943$1,796,061
Part XI · Reconciliation of net assets $398,494 net assets at year end
XI-1 Total revenue$7,150,230
XI-2 Total expenses$6,925,600
XI-3 Revenue less expenses$224,630
XI-4 Net assets at start of year$173,864
XI-10 Net assets at end of year$398,494

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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