Katies House Incorporated

Tax-deductible

Newton, NJ501(c)(3)Since 2001Human ServicesEIN 22-3789299Revenue $391K in FY2025

On file with the IRSPo Box 96, 07860-0096 · Newton, NJTax-exempt since Oct 2001Publicly supported charity — 170(b)(1)(A)(vi)

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To provide secure, independent assisted living homes with House parents to oversee the daily needs of special needs adults, I.e. Adults whose developmental or physical disabilities prevent them from living independently without supervision.

501(c)(3) charity; gifts are tax-deductible.
94¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2025 · 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
5 of 6
filings with a surplus
Average surplus $70K a year · 23% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
94%
of spending
Looks good: 94% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
14 mo
of spending, in cash
Looks good: 13.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$421K
34% of total assets
Looks good: liabilities are 34% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 5 voting members
Concern: none of 5 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$391K
+11% vs prior year
Spent
$255K
To programs
94%
Net assets
$829K
By yearFY2020–FY2025
Revenue
$391K
FY2025▲ +11%
Tap a bar for its year
Revenue by fiscal year
FY2020$208K
FY2021$226K
FY2022$230K
FY2023$439K
FY2024$351K
FY2025$391K
Expenses
$255K
FY2025▼ -27%
Tap a bar for its year
Expenses by fiscal year
FY2020$163K
FY2021$193K
FY2022$233K
FY2023$231K
FY2024$348K
FY2025$255K
Net assets
$829K
FY2025▲ +6%
Tap a bar for its year
Net assets by fiscal year
FY2020$535K
FY2021$568K
FY2022$572K
FY2023$780K
FY2024$784K
FY2025$829K

From the FY2025 Form 990 · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 2001.

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

Where the money goes

94 cents of each dollar spent went to programs.

Program services 94% · $239K Management & general 6% · $15K Fundraising 0% · $1K

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

5 people listed on the 990.

Part VII, Section A · reportable compensation
Executive Di
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Vice Preside
$0Pt VII · Sec A
See Katies House Incorporated 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 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers secure assisted living homes with house parents for adults with disabilities needing supervision.

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Provided by the organization

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2 programs · $239K · in their own filed words · FY2025
01

Operating and activity expenses to operate the various residences.

$238Kprogram expense
02

Center for advancement EDUCATIONAL/REHABILITATION clases and groupsocial activities for persons with physical and developemental disabilities.

$589program expense

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$391K
Ln 12
Fees for servicesLn 2g$213K
Gifts and grantsLn 1h$114K
Other incomeLn 4–11$60K
Money outPt IX
$255K
Ln 25
Programscol B$239K
Managementcol C$15K
Fundraisingcol D$1K
Owns and owesPt X
$829K
net assets · Ln 32
Cash and savingsLn 1–2$290K
Total assetsLn 16$1.2M
LiabilitiesLn 26$421K
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$114K
Fees for servicesLn 2g$213K
Investment incomeLn 3$4K
Other incomeLn 4–11$60K
Total revenueLn 12$391K
Assets in detailPt X, end of year
CashLn 1$232K
SavingsLn 2$58K
Cash and savings togetherLn 1–2$290K
InvestmentsLn 11–13$4K
Land, buildings, equipmentLn 10c$956K
Total assetsLn 16$1.2M
LiabilitiesLn 26$421K
Net assetsLn 32$829K
OperationsPt I, VI
EmployeesI 55
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$157K$290K
InvestmentsLn 11–13$4K
Land, buildings, equipmentLn 10c$1.1M$956K
Total assetsLn 16$1.2M$1.2M
LiabilitiesLn 26$427K$421K
Net assetsLn 32$784K$829K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$28K$28K
Payroll taxesLn 10$4K$4K
Accounting feesLn 11c$3K$3K
Office expensesLn 13$9K$3K$5K$150
InterestLn 20$16K$16K
Depreciation, depletion and amortizationLn 22$25K$25K
Other expenses (24a–d)Ln 24$162K$162K
All other expensesLn 24e$9K$1K$7K$1K
Total functional expensesLn 25$255K$239K$15K$1K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $391K$255K$135K$829K 990 PDF
FY2024 $351K$348K$3K$784K 990 PDF
FY2023 $439K$231K$208K$780K 990 PDF
FY2022 $230K$233K−$2K$572K 990 PDF
FY2021 $226K$193K$34K$568K 990 PDF
FY2020 $208K$163K$44K$535K 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 FY2025 990 (6 parts)
Part I · Summary $390,611 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $102,546$113,674
I-9 Program service revenuePrior year $201,762$212,715
I-10 Investment incomePrior year −$44$4,088
I-11 Other revenuePrior year $46,835$60,134
I-12 Total revenuePrior year $351,099$390,611
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $2,242$32,132
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $345,586$223,341
I-18 Total expensesPrior year $347,828$255,473
I-19 Revenue less expensesPrior year $3,271$135,138
Part VI · Governance 0 of 5 board members independent, 5 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members0
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
Part VIII · Statement of revenue $390,611 across 7 lines filed
Lines not itemized here account for $5,179 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$113,674
VIII-1h Total contributions, gifts and grants$113,674
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $212,715$212,715
VIII-3 Investment incomeRelated to mission $4,088$4,088
VIII-8 Net income from fundraising eventsExcluded from tax $53,815$53,815
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,140$1,140
VIII-12 Total revenueRelated to mission $218,151 · Excluded from tax $58,786$390,611
Part IX · Statement of functional expenses $255,473 across 8 lines filed
IX-7 Other salaries and wagesPrograms $27,838$27,838
IX-10 Payroll taxesPrograms $4,294$4,294
IX-11c Accounting feesManagement $3,000$3,000
IX-13 Office expensesPrograms $3,223 · Management $5,187 · Fundraising $150$8,560
IX-20 InterestPrograms $15,717$15,717
IX-22 Depreciation, depletion and amortizationPrograms $25,245$25,245
IX-24 Other expenses (24a–d)Programs $161,711$161,711
IX-24e All other expensesPrograms $1,032 · Management $6,987 · Fundraising $1,089$9,108
IX-25 Total functional expensesPrograms $239,060 · Management $15,174 · Fundraising $1,239$255,473
Part X · Balance sheet $1,249,549 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $96,716$231,600
X-2 Savings and temporary cash investmentsStart of year $60,210$58,048
X-10c Land, buildings and equipment, netStart of year $1,053,005$956,027
X-11 Publicly traded securities$3,874
X-16 Total assetsStart of year $1,210,953$1,249,549
X-26 Total liabilitiesStart of year $427,293$420,579
X-27 Net assets without donor restrictionsStart of year $783,660$828,970
X-32 Total net assets or fund balancesStart of year $783,660$828,970
X-33 Total liabilities and net assetsStart of year $1,210,953$1,249,549
Part XI · Reconciliation of net assets $828,970 net assets at year end
XI-1 Total revenue$390,611
XI-2 Total expenses$255,473
XI-3 Revenue less expenses$135,138
XI-4 Net assets at start of year$783,660
XI-9 Other changes in net assets−$89,828
XI-10 Net assets at end of year$828,970

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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