Havar INC FY2024 filing

Tax-deductible

Athens, OH501(c)(3)Human ServicesEIN 31-0840803Revenue $4.9M in FY2024

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.
80¢ of each $1 spent went to programs.
$132K 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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FY2024 · 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
80%
of spending
Looks good: 80% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$132K
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
<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
2
named funders · $251K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$491K
28% of total assets
Looks good: liabilities are 28% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$4.9M
-0.2% vs prior year
Spent
$5.5M
To programs
80%
Net assets
$1.3M
By yearFY2020–FY2025
Revenue
$4.9M
FY2024-0.2%
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
$5.5M
FY2024▲ +6%
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
$1.3M
FY2024▼ -30%
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 FY2024 Form 990 (year ending June 2024) · 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: FY2025. IRS ruling in Feb 1974.

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

Where the money goes

80 cents of each dollar spent went to programs.

Program services 80% · $4.4M Management & general 20% · $1.1M

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; $132K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Executive Director
$79,518Pt VII · Sec A
$52,374Pt 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
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 · $4.4M · in their own filed words · FY2023
01

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

$4.4Mprogram 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 FY2024 990, line by line.

1The main four
Money inPt VIII
$4.9M
Ln 12
Fees for servicesLn 2g$4.9M
Other incomeLn 4–11$33K
Investment incomeLn 3$169
Money outPt IX
$5.5M
Ln 25
Programscol B$4.4M
Managementcol C$1.1M
Owns and owesPt X
$1.3M
net assets · Ln 32
Cash and savingsLn 1–2$247K
Total assetsLn 16$1.7M
LiabilitiesLn 26$491K
PeoplePt VI, VII
12
listed · VII A
PaidVII A2
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$4.9M
Investment incomeLn 3$169
Other incomeLn 4–11$33K
Total revenueLn 12$4.9M
Assets in detailPt X, end of year
CashLn 1$150K
SavingsLn 2$97K
Cash and savings togetherLn 1–2$247K
Land, buildings, equipmentLn 10c$783K
Other assetsLn 15$85K
Total assetsLn 16$1.7M
LiabilitiesLn 26$491K
Net assetsLn 32$1.3M
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 FY24End FY24
Cash and savingsLn 1–2$370K$247K
Land, buildings, equipmentLn 10c$849K$783K
Total assetsLn 16$2.0M$1.7M
LiabilitiesLn 26$258K$491K
Net assetsLn 32$1.8M$1.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$132K$132K
Other salaries and wagesLn 7$3.9M$3.4M$514K
Other employee benefitsLn 9$487K$373K$114K
Payroll taxesLn 10$374K$306K$68K
Legal feesLn 11b$203K$186K$17K
Accounting feesLn 11c$24K$24K
Other fees for servicesLn 11g$41K$24K$17K
Advertising and promotionLn 12$9K$3K$7K
Office expensesLn 13$8K$332$8K
Information technologyLn 14$21K$21K
OccupancyLn 16$58K$9K$48K
TravelLn 17$77K$63K$15K
Conferences, conventions and meetingsLn 19$5K$3K$2K
InterestLn 20$11K$11K
Depreciation, depletion and amortizationLn 22$56K$56K
InsuranceLn 23$34K$34K
Other expenses (24a–d)Ln 24$47K$21K$25K
All other expensesLn 24e$8K$4K$4K
Total functional expensesLn 25$5.5M$4.4M$1.1M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $5.6M$5.3M$367K$1.6M 990 PDF
FY2024 Viewing $4.9M$5.5M−$557K$1.3M 990 PDF
FY2023 $4.9M$5.2M−$258K$1.8M 990 PDF
FY2022 $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 FY2024 990 (6 parts)
Part I · Summary $4,924,076 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $4,934,023$4,891,010
I-10 Investment incomePrior year $282$169
I-11 Other revenuePrior year −$2,226$32,897
I-12 Total revenuePrior year $4,932,079$4,924,076
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 $4,761,452$4,879,732
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $428,628$601,089
I-18 Total expensesPrior year $5,190,080$5,480,821
I-19 Revenue less expensesPrior year −$258,001−$556,745
Part VI · Governance 10 of 10 board members independent, no flags
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
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 $4,924,076 across 5 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $4,891,010$4,891,010
VIII-3 Investment incomeExcluded from tax $169$169
VIII-6 Net rental income or lossRelated to mission −$7,314−$7,314
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $40,211$40,211
VIII-12 Total revenueRelated to mission $4,923,907 · Unrelated business $0 · Excluded from tax $169$4,924,076
Part IX · Statement of functional expenses $5,480,821 across 18 lines filed
IX-5 Pay of current officers, directors and key staffManagement $131,892$131,892
IX-7 Other salaries and wagesPrograms $3,373,809 · Management $513,701$3,887,510
IX-9 Other employee benefitsPrograms $372,721 · Management $113,857$486,578
IX-10 Payroll taxesPrograms $306,177 · Management $67,575$373,752
IX-11b Legal feesPrograms $185,965 · Management $17,336$203,301
IX-11c Accounting feesManagement $23,794$23,794
IX-11g Other fees for servicesPrograms $24,152 · Management $17,112$41,264
IX-12 Advertising and promotionPrograms $2,545 · Management $6,553$9,098
IX-13 Office expensesPrograms $332 · Management $7,724$8,056
IX-14 Information technologyManagement $20,763$20,763
IX-16 OccupancyPrograms $9,078 · Management $48,441$57,519
IX-17 TravelPrograms $62,559 · Management $14,527$77,086
IX-19 Conferences, conventions and meetingsPrograms $2,769 · Management $1,912$4,681
IX-20 InterestManagement $11,050$11,050
IX-22 Depreciation, depletion and amortizationManagement $55,614$55,614
IX-23 InsuranceManagement $34,214$34,214
IX-24 Other expenses (24a–d)Programs $21,283 · Management $25,385$46,668
IX-24e All other expensesPrograms $3,559 · Management $4,422$7,981
IX-25 Total functional expensesPrograms $4,364,949 · Management $1,115,872 · Fundraising $0$5,480,821
Part X · Balance sheet $1,745,036 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $216,360$149,612
X-2 Savings and temporary cash investmentsStart of year $154,066$96,997
X-4 Accounts receivableStart of year $485,097$594,089
X-9 Prepaid expenses and deferred chargesStart of year $28,605$36,564
X-10c Land, buildings and equipment, netStart of year $849,437$782,909
X-15 Other assetsStart of year $307,410$84,865
X-16 Total assetsStart of year $2,040,975$1,745,036
X-17 Accounts payable and accrued expensesStart of year $258,016$311,577
X-26 Total liabilitiesStart of year $258,016$491,367
X-27 Net assets without donor restrictionsStart of year $1,782,959$1,253,669
X-32 Total net assets or fund balancesStart of year $1,782,959$1,253,669
X-33 Total liabilities and net assetsStart of year $2,040,975$1,745,036
Part XI · Reconciliation of net assets $1,253,669 net assets at year end
XI-1 Total revenue$4,924,076
XI-2 Total expenses$5,480,821
XI-3 Revenue less expenses−$556,745
XI-4 Net assets at start of year$1,782,959
XI-5 Net unrealized gains (losses) on investments$27,455
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,253,669

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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