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Lucy's Hearth FY2021 filing

Tax-deductible

Middletown, RI501(c)(3)Since 1984HousingEIN 22-2566612Revenue $1.1M in FY2021

On file with the IRSlucyshearth.org19 Valley Road, 02842-6383 · Middletown, RITax-exempt since Dec 1984Publicly supported — 509(a)(2)

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Lucy's Hearth believes that families experiencing homelessness can overcome barriers to self-sufficiency through the combination of holistic programs and services offered in a hopeful, safe and nurturing environment.

501(c)(3) charity; gifts are tax-deductible.
89¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

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
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
3 of 5
filings with a surplus
Average surplus $136K a year · 10% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
10 mo
of spending, in cash
Looks good: 9.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $14K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$1.1M
23% of total assets
Looks good: liabilities are 23% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.1M
Spent
$1.1M
To programs
89%
Net assets
$3.6M
By yearFY2021–FY2025
Revenue
$1.1M
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$1.1M
FY2022$1.2M
FY2023$1.3M
FY2024$1.4M
FY2025$1.6M
Expenses
$1.1M
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$1.1M
FY2022$1.0M
FY2023$1.1M
FY2024$1.5M
FY2025$1.3M
Net assets
$3.6M
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$3.6M
FY2022$3.7M
FY2023$4.0M
FY2024$4.0M
FY2025$4.4M

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

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You’re viewing the FY2021 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 Dec 1984.

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

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $960K Management & general 11% · $124K

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

14 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
$0Pt VII · Sec A
$0Pt VII · Sec A
Briggs Rebecca
Vice Chair (until 10/2020)
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Erstling Susan
Board Member
$0Pt VII · Sec A
Coussa Patricia
Board Member
$0Pt VII · Sec A
Haskell Krista
Board Member
$0Pt VII · Sec A
See Lucy's Hearth executive salaries →

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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 15aNo

Programs and updates

Provides safe and stable housing for families in need.

Questions for Lucy's Hearth

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Provided by the organization

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1 program · $960K · in their own filed words · FY2020
01

Lucy's hearth has one main program with two services:iap-intake and assessment program, providing emergency apartment style shelter for 6 families. Families can reside in the iap program for up to 90 DAYS.TAP- transitional apartment program.

$960Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2025
Give Back FoundationFY2025$7K
The Harry M Miriam C & William CFY2025$5K
Centreville Savings Bank Charitable FoundationFY2025$2K
Total grants receivedfrom 3 funders$14K
See all 3 funders →
Grants paid · 3 grants · $90K · 2024–2024
Unitemized GrantFY2024$82,618
Unitemized GrantFY2024$4,745
Unitemized GrantFY2024$2,788

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.1M
Ln 12
Gifts and grantsLn 1h$963K
Investment incomeLn 3$82K
Fees for servicesLn 2g$12K
Money outPt IX
$1.1M
Ln 25
Programscol B$960K
Managementcol C$124K
Owns and owesPt X
$3.6M
net assets · Ln 32
Cash and savingsLn 1–2$876K
Total assetsLn 16$4.6M
LiabilitiesLn 26$1.1M
PeoplePt VI, VII
14
listed · VII A
PaidVII A0
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$963K
Government grantsLn 1e$261K
Noncash giftsLn 1g$2K
Fees for servicesLn 2g$12K
Investment incomeLn 3$82K
Other incomeLn 4–11$1K
Gains on assetsLn 7$72K
Total revenueLn 12$1.1M
Assets in detailPt X, end of year
CashLn 1$54K
SavingsLn 2$822K
Cash and savings togetherLn 1–2$876K
InvestmentsLn 11–13$606K
Land, buildings, equipmentLn 10c$3.1M
Total assetsLn 16$4.6M
LiabilitiesLn 26$1.1M
Net assetsLn 32$3.6M
OperationsPt I, VI
EmployeesI 50
VolunteersI 68
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$978K$876K
InvestmentsLn 11–13$380K$606K
Land, buildings, equipmentLn 10c$3.2M$3.1M
Total assetsLn 16$4.6M$4.6M
LiabilitiesLn 26$1.1M$1.1M
Net assetsLn 32$3.5M$3.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Management feesLn 11a$120K$120K
Accounting feesLn 11c$9K$9K
Investment management feesLn 11f$5K$5K
Other fees for servicesLn 11g$647K$647K
Advertising and promotionLn 12$20$20
Office expensesLn 13$8K$8K
Information technologyLn 14$6K$6K
OccupancyLn 16$156K$156K
TravelLn 17$8K$8K
Depreciation, depletion and amortizationLn 22$68K$68K
InsuranceLn 23$6K$6K
Other expenses (24a–d)Ln 24$51K$51K
All other expensesLn 24e$1K$1K
Total functional expensesLn 25$1.1M$960K$124K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.6M$1.3M$325K$4.4M 990 PDF
FY2024 $1.4M$1.5M−$66K$4.0M 990 PDF
FY2023 $1.3M$1.1M$274K$4.0M 990 PDF
FY2022 $1.2M$1.0M$171K$3.7M 990 PDF
FY2021 Viewing $1.1M$1.1M−$26K$3.6M 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 $1,058,638 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,147,950$963,257
I-9 Program service revenuePrior year $13,602$11,969
I-10 Investment incomePrior year $1,965$82,374
I-11 Other revenuePrior year −$8,367$1,038
I-12 Total revenuePrior year $1,155,150$1,058,638
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 $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $878,329$1,084,270
I-18 Total expensesPrior year $878,329$1,084,270
I-19 Revenue less expensesPrior year $276,821−$25,632
Part VI · Governance 11 of 11 board members independent, 1 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
VI-15a Process for setting top official's payNo
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
Part VIII · Statement of revenue $1,058,638 across 10 lines filed
VIII-1a Federated campaigns$3,541
VIII-1e Government grants$261,194
VIII-1f All other contributions, gifts and grants$698,522
VIII-1g Noncash contributions (included above)$2,168
VIII-1h Total contributions, gifts and grants$963,257
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $11,969$11,969
VIII-3 Investment incomeExcluded from tax $10,756$10,756
VIII-7 Net gain or loss on sales of assetsExcluded from tax $71,618$71,618
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,038$1,038
VIII-12 Total revenueRelated to mission $13,007 · Unrelated business $0 · Excluded from tax $82,374$1,058,638
Part IX · Statement of functional expenses $1,084,270 across 13 lines filed
IX-11a Management feesManagement $119,697$119,697
IX-11c Accounting feesPrograms $9,400$9,400
IX-11f Investment management feesManagement $4,664$4,664
IX-11g Other fees for servicesPrograms $646,623$646,623
IX-12 Advertising and promotionPrograms $20$20
IX-13 Office expensesPrograms $7,812$7,812
IX-14 Information technologyPrograms $5,560$5,560
IX-16 OccupancyPrograms $155,730$155,730
IX-17 TravelPrograms $8,451$8,451
IX-22 Depreciation, depletion and amortizationPrograms $68,040$68,040
IX-23 InsurancePrograms $5,818$5,818
IX-24 Other expenses (24a–d)Programs $51,453$51,453
IX-24e All other expensesPrograms $1,002$1,002
IX-25 Total functional expensesPrograms $959,909 · Management $124,361 · Fundraising $0$1,084,270
Part X · Balance sheet $4,638,826 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $650,049$53,852
X-2 Savings and temporary cash investmentsStart of year $328,090$822,495
X-4 Accounts receivableStart of year $63,031$34,560
X-9 Prepaid expenses and deferred chargesStart of year $5,179$684
X-10c Land, buildings and equipment, netStart of year $3,172,406$3,121,687
X-11 Publicly traded securitiesStart of year $380,047$605,548
X-16 Total assetsStart of year $4,599,802$4,638,826
X-17 Accounts payable and accrued expensesStart of year $6,286$11,122
X-25 Other liabilitiesStart of year $58,004$69,203
X-26 Total liabilitiesStart of year $1,064,290$1,080,325
X-27 Net assets without donor restrictionsStart of year $3,032,242$3,157,783
X-28 Net assets with donor restrictionsStart of year $503,270$400,718
X-32 Total net assets or fund balancesStart of year $3,535,512$3,558,501
X-33 Total liabilities and net assetsStart of year $4,599,802$4,638,826
Part XI · Reconciliation of net assets $3,558,501 net assets at year end
XI-1 Total revenue$1,058,638
XI-2 Total expenses$1,084,270
XI-3 Revenue less expenses−$25,632
XI-4 Net assets at start of year$3,535,512
XI-5 Net unrealized gains (losses) on investments$48,621
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$3,558,501

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

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