Share House Foundation FY2020 filing

Tax-deductible

Fargo, ND501(c)(3)Mental HealthEIN 26-2708205Revenue $42K in FY2020

On file with the IRSsharehouse.org/foundation4227 9th Ave S, 58103-2018 · Fargo, NDTax-exempt since Feb 2009Publicly supported charity — 170(b)(1)(A)(vi)

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To develop financial support for personalized addiction recovery services and overall mission of Share House, Inc.

501(c)(3) charity; gifts are tax-deductible.
98¢ of each $1 spent went to programs.
$1K 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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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
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
2 of 5
filings with a surplus
Average surplus $70 a year · under 1% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
98%
of spending
Looks good: 98% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1K
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
12 mo
of spending, in cash
Looks good: 12.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $7K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$717
0.1% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$42K
Spent
$98K
To programs
98%
Net assets
$565K
By yearFY2020–FY2024
Revenue
$42K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$42K
FY2021$230K
FY2022$127K
FY2023$77K
FY2024$178K
Expenses
$98K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$98K
FY2021$54K
FY2022$99K
FY2023$211K
FY2024$193K
Net assets
$565K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$565K
FY2021$781K
FY2022$705K
FY2023$621K
FY2024$638K

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Feb 2009.

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

Where the money goes

98 cents of each dollar spent went to programs.

Program services 98% · $96K Management & general 2% · $2K

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

9 people listed on the 990; $1K paid to officers and key staff.

Part VII, Section A · reportable compensation
Foundation Director (as of Dec. 2020)
$1,333Pt VII · Sec A
$0Pt VII · Sec A
Vice President (as of Nov. 2020)
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Julie Rivenes’s $36K as Foundation Director is at the 23rd percentile of top reported officer pay among 2094 $100K–1M mental health 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 · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Brittney Hogan——$37,444$68,617$1,333
Julie Rivenes$36,306$35,588$2,204——

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 15aNo

Programs and updates

Funds personalized addiction recovery and supports Share House's mission.

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Provided by the organization

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1 program · $96K · in their own filed words · FY2020
01

Develop financial support for addiction recovery services and the overall mission of Share House, Inc.

$96Kprogram 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 · FY2024
Total grants receivedfrom 1 funder$7K
Grants paid · 3 grants · $242K · 2020–2023
Share House INCND · FY2023$120,000
Share House INCND · FY2022$62,500
Share House INCND · FY2020$60,000

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$42K
Ln 12
Gifts and grantsLn 1h$32K
Investment incomeLn 3$10K
Money outPt IX
$98K
Ln 25
Programscol B$96K
Managementcol C$2K
Owns and owesPt X
$565K
net assets · Ln 32
Cash and savingsLn 1–2$98K
Total assetsLn 16$566K
LiabilitiesLn 26$717
PeoplePt VI, VII
9
listed · VII A
PaidVII A1
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$32K
Investment incomeLn 3$10K
Total revenueLn 12$42K
Assets in detailPt X, end of year
SavingsLn 2$98K
Cash and savings togetherLn 1–2$98K
InvestmentsLn 11–13$467K
Total assetsLn 16$566K
LiabilitiesLn 26$717
Net assetsLn 32$565K
OperationsPt I, VI
EmployeesI 50
VolunteersI 69
Fiscal year endsHeaderDecember
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$165K$98K
InvestmentsLn 11–13$532K$467K
Total assetsLn 16$699K$566K
LiabilitiesLn 26$5K$717
Net assetsLn 32$693K$565K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$60K$60K
Other salaries and wagesLn 7$666$666
Payroll taxesLn 10$51$51
Investment management feesLn 11f$2K$2K
Other fees for servicesLn 11g$5K$5K
Office expensesLn 13$184$184
Conferences, conventions and meetingsLn 19$1K$1K
Other expenses (24a–d)Ln 24$22K$22K
All other expensesLn 24e$6K$6K
Total functional expensesLn 25$98K$96K$2K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $178K$193K−$15K$638K 990 PDF
FY2023 $77K$211K−$134K$621K 990 PDF
FY2022 $127K$99K$28K$705K 990 PDF
FY2021 $230K$54K$176K$781K 990 PDF
FY2020 Viewing $42K$98K−$56K$565K 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 $42,477 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $162,646$32,167
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $30,820$10,310
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $193,466$42,477
I-13 Grants and similar amounts paidPrior year $20,379$60,000
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $59,125$717
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $27,796$37,363
I-18 Total expensesPrior year $107,300$98,080
I-19 Revenue less expensesPrior year $86,166−$55,603
Part VI · Governance 8 of 8 board members independent, 1 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
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 $42,477 across 4 lines filed
VIII-1f All other contributions, gifts and grants$32,167
VIII-1h Total contributions, gifts and grants$32,167
VIII-3 Investment incomeExcluded from tax $10,310$10,310
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $10,310$42,477
Part IX · Statement of functional expenses $98,080 across 9 lines filed
IX-1 Grants to domestic organizationsPrograms $60,000$60,000
IX-7 Other salaries and wagesPrograms $666$666
IX-10 Payroll taxesPrograms $51$51
IX-11f Investment management feesManagement $2,184$2,184
IX-11g Other fees for servicesPrograms $5,000$5,000
IX-13 Office expensesPrograms $184$184
IX-19 Conferences, conventions and meetingsPrograms $1,299$1,299
IX-24 Other expenses (24a–d)Programs $22,257$22,257
IX-24e All other expensesPrograms $6,439$6,439
IX-25 Total functional expensesPrograms $95,896 · Management $2,184 · Fundraising $0$98,080
Part X · Balance sheet $565,904 assets, 10 lines filed
X-2 Savings and temporary cash investmentsStart of year $164,508$97,901
X-4 Accounts receivableStart of year $2,485$1,122
X-11 Publicly traded securitiesStart of year $531,610$466,881
X-16 Total assetsStart of year $698,603$565,904
X-17 Accounts payable and accrued expensesStart of year $5,199$717
X-26 Total liabilitiesStart of year $5,199$717
X-27 Net assets without donor restrictionsStart of year $446,934$360,702
X-28 Net assets with donor restrictionsStart of year $246,470$204,485
X-32 Total net assets or fund balancesStart of year $693,404$565,187
X-33 Total liabilities and net assetsStart of year $698,603$565,904
Part XI · Reconciliation of net assets $565,187 net assets at year end
XI-1 Total revenue$42,477
XI-2 Total expenses$98,080
XI-3 Revenue less expenses−$55,603
XI-4 Net assets at start of year$693,404
XI-5 Net unrealized gains (losses) on investments−$72,614
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$565,187

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

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