Havar INC FY2022 filing

Tax-deductible

Athens, OH501(c)(3)Human ServicesEIN 31-0840803Revenue $5.0M in FY2022

On file with the IRShavar.org396 Richland Ave, 45701-3204 · Athens, OHTax-exempt since Feb 1974Publicly supported charity — 170(b)(1)(A)(vi)

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Havar INC. Provides in home supports that include help with all activities of daily living for children and adults with disabilities. Havar also provides service coordination, day services, autism resources, futures planning, children services and supported community employment.

501(c)(3) charity; gifts are tax-deductible.
75¢ of each $1 spent went to programs.
$77K 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

FY2022 · 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
4 of 6
filings with a surplus
Average surplus $150K a year · 3% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
75%
of spending
Fine: 75% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$77K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.5 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $251K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$266K
12% of total assets
Looks good: liabilities are 12% 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
$5.0M
-4% vs prior year
Spent
$4.9M
To programs
75%
Net assets
$2.0M
By yearFY2020–FY2025
Revenue
$5.0M
FY2022▼ -4%
Tap a bar for its year
Revenue by fiscal year
FY2020$4.4M
FY2021$5.3M
FY2022$5.0M
FY2023$4.9M
FY2024$4.9M
FY2025$5.6M
Expenses
$4.9M
FY2022▲ +14%
Tap a bar for its year
Expenses by fiscal year
FY2020$4.1M
FY2021$4.3M
FY2022$4.9M
FY2023$5.2M
FY2024$5.5M
FY2025$5.3M
Net assets
$2.0M
FY2022▲ +2%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.0M
FY2021$2.0M
FY2022$2.0M
FY2023$1.8M
FY2024$1.3M
FY2025$1.6M

From the FY2022 Form 990 (year ending June 2022) · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 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 Feb 1974.

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

Where the money goes

75 cents of each dollar spent went to programs.

Program services 75% · $3.7M Management & general 25% · $1.2M Fundraising 0% · $3K

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

12 people listed on the 990; $77K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Executive Director
$77,287Pt VII · Sec A
Treasurer/Secretary
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Shelby Rhodes’s $82K as Executive Director is at the 19th percentile of top reported officer pay among 3868 $1–10M 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 · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Shelby Rhodes$81,687$79,518$79,579$77,287$77,429$66,532
Mary Dearing$50,102$52,374————

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

Provides in-home support, service coordination, and resources for children and adults with disabilities.

Questions for Havar INC

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Provided by the organization

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1 program · $3.7M · in their own filed words · FY2021
01

Providing residential services and facilities for individuals with disabilities and day habilitation services to adults and youth.

$3.7Mprogram 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
Total grants receivedfrom 2 funders$251K

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$5.0M
Ln 12
Fees for servicesLn 2g$4.9M
Investment incomeLn 3$92K
Gifts and grantsLn 1h$42K
Money outPt IX
$4.9M
Ln 25
Programscol B$3.7M
Managementcol C$1.2M
Fundraisingcol D$3K
Owns and owesPt X
$2.0M
net assets · Ln 32
Cash and savingsLn 1–2$618K
Total assetsLn 16$2.3M
LiabilitiesLn 26$266K
PeoplePt VI, VII
12
listed · VII A
PaidVII A1
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$42K
Fees for servicesLn 2g$4.9M
Investment incomeLn 3$92K
Other incomeLn 4–11$17K
Gains on assetsLn 7$92K
Total revenueLn 12$5.0M
Assets in detailPt X, end of year
CashLn 1$466K
SavingsLn 2$153K
Cash and savings togetherLn 1–2$618K
Land, buildings, equipmentLn 10c$891K
Other assetsLn 15$296K
Total assetsLn 16$2.3M
LiabilitiesLn 26$266K
Net assetsLn 32$2.0M
OperationsPt I, VI
EmployeesI 5191
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 FY22End FY22
Cash and savingsLn 1–2$1.1M$618K
Land, buildings, equipmentLn 10c$837K$891K
Total assetsLn 16$2.8M$2.3M
LiabilitiesLn 26$798K$266K
Net assetsLn 32$2.0M$2.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$77K$77K
Other salaries and wagesLn 7$3.8M$2.9M$802K
Other employee benefitsLn 9$361K$287K$74K
Payroll taxesLn 10$370K$327K$44K
Legal feesLn 11b$856$856
Accounting feesLn 11c$28K$28K
Other fees for servicesLn 11g$3K$85$3K
Advertising and promotionLn 12$10K$7K$3K
Office expensesLn 13$13K$3K$10K
Information technologyLn 14$22K$22K
OccupancyLn 16$59K$14K$45K
TravelLn 17$66K$47K$19K
Conferences, conventions and meetingsLn 19$5K$3K$2K
InterestLn 20$33K$33K
Depreciation, depletion and amortizationLn 22$51K$51K
InsuranceLn 23$22K$22K
Other expenses (24a–d)Ln 24$61K$16K$45K
All other expensesLn 24e$16K$10K$7K$5
Total functional expensesLn 25$4.9M$3.7M$1.2M$3K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $5.6M$5.3M$367K$1.6M 990 PDF
FY2024 $4.9M$5.5M−$557K$1.3M 990 PDF
FY2023 $4.9M$5.2M−$258K$1.8M 990 PDF
FY2022 Viewing $5.0M$4.9M$89K$2.0M 990 PDF
FY2021 $5.3M$4.3M$934K$2.0M 990 PDF
FY2020 $4.4M$4.1M$322K$1.0M 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 FY2022 990 (6 parts)
Part I · Summary $5,039,118 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $129,897$42,001
I-9 Program service revenuePrior year $4,753,003$4,887,241
I-10 Investment incomePrior year $48,827$92,464
I-11 Other revenuePrior year $336,451$17,412
I-12 Total revenuePrior year $5,268,178$5,039,118
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 $3,915,887$4,558,257
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $418,287$391,466
I-18 Total expensesPrior year $4,334,174$4,949,723
I-19 Revenue less expensesPrior year $934,004$89,395
Part VI · Governance 11 of 11 board members independent, no flags
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
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 $5,039,118 across 8 lines filed
VIII-1f All other contributions, gifts and grants$42,001
VIII-1h Total contributions, gifts and grants$42,001
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $4,887,241$4,887,241
VIII-3 Investment incomeExcluded from tax $242$242
VIII-6 Net rental income or lossRelated to mission $4,044$4,044
VIII-7 Net gain or loss on sales of assetsRelated to mission $92,222$92,222
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $13,368$13,368
VIII-12 Total revenueRelated to mission $4,996,875 · Unrelated business $0 · Excluded from tax $242$5,039,118
Part IX · Statement of functional expenses $4,949,723 across 18 lines filed
IX-5 Pay of current officers, directors and key staffManagement $77,287$77,287
IX-7 Other salaries and wagesPrograms $2,947,905 · Management $802,298$3,750,203
IX-9 Other employee benefitsPrograms $286,688 · Management $73,818$360,506
IX-10 Payroll taxesPrograms $326,646 · Management $43,615$370,261
IX-11b Legal feesManagement $856$856
IX-11c Accounting feesManagement $28,242$28,242
IX-11g Other fees for servicesPrograms $85 · Management $2,951$3,036
IX-12 Advertising and promotionManagement $6,863 · Fundraising $2,727$9,590
IX-13 Office expensesPrograms $2,671 · Management $10,349$13,020
IX-14 Information technologyManagement $22,421$22,421
IX-16 OccupancyPrograms $13,591 · Management $45,153$58,744
IX-17 TravelPrograms $47,363 · Management $19,132$66,495
IX-19 Conferences, conventions and meetingsPrograms $3,466 · Management $1,946$5,412
IX-20 InterestManagement $32,818$32,818
IX-22 Depreciation, depletion and amortizationPrograms $51,488$51,488
IX-23 InsuranceManagement $22,319$22,319
IX-24 Other expenses (24a–d)Programs $15,790 · Management $44,850$60,640
IX-24e All other expensesPrograms $9,736 · Management $6,644 · Fundraising $5$16,385
IX-25 Total functional expensesPrograms $3,705,429 · Management $1,241,562 · Fundraising $2,732$4,949,723
Part X · Balance sheet $2,295,478 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $817,465$465,617
X-2 Savings and temporary cash investmentsStart of year $328,881$152,589
X-4 Accounts receivableStart of year $385,898$412,273
X-9 Prepaid expenses and deferred chargesStart of year $53,618$78,078
X-10c Land, buildings and equipment, netStart of year $837,120$891,333
X-15 Other assetsStart of year $362,862$295,588
X-16 Total assetsStart of year $2,785,844$2,295,478
X-17 Accounts payable and accrued expensesStart of year $318,912$266,340
X-26 Total liabilitiesStart of year $797,977$266,340
X-27 Net assets without donor restrictionsStart of year $1,987,867$2,029,138
X-32 Total net assets or fund balancesStart of year $1,987,867$2,029,138
X-33 Total liabilities and net assetsStart of year $2,785,844$2,295,478
Part XI · Reconciliation of net assets $2,029,138 net assets at year end
XI-1 Total revenue$5,039,118
XI-2 Total expenses$4,949,723
XI-3 Revenue less expenses$89,395
XI-4 Net assets at start of year$1,987,867
XI-5 Net unrealized gains (losses) on investments−$48,124
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,029,138

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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