Halom House INC FY2023 filing

Tax-deductible

Blue Ash, OH501(c)(3)EIN 31-1073702Revenue $2.0M in FY2023

On file with the IRShalomhouse.com4680 Hunt Rd, 45242-6747 · Blue Ash, OHTax-exempt since Nov 1983Publicly supported charity — 170(b)(1)(A)(vi)

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House and care for adults with developmental disabilities in group home and supportive living settings.

501(c)(3) charity; gifts are tax-deductible.
81¢ of each $1 spent went to programs.
$93K 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

FY2023 · 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
5 of 5
filings with a surplus
Average surplus $328K a year · 15% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
81%
of spending
Looks good: 81% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$93K
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.1 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $88K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$94K
2% of total assets
Looks good: liabilities are 2% 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
$2.0M
-5% vs prior year
Spent
$1.9M
To programs
81%
Net assets
$3.9M
By yearFY2020–FY2024
Revenue
$2.0M
FY2023▼ -5%
Tap a bar for its year
Revenue by fiscal year
FY2020$2.8M
FY2021$2.1M
FY2022$2.1M
FY2023$2.0M
FY2024$2.0M
Expenses
$1.9M
FY2023▲ +3%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.9M
FY2021$1.9M
FY2022$1.8M
FY2023$1.9M
FY2024$1.8M
Net assets
$3.9M
FY2023▲ +6%
Tap a bar for its year
Net assets by fiscal year
FY2020$3.4M
FY2021$3.7M
FY2022$3.7M
FY2023$3.9M
FY2024$4.2M

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 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 Nov 1983.

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

Where the money goes

81 cents of each dollar spent went to programs.

Program services 81% · $1.5M Management & general 19% · $359K Fundraising 0% · $7K

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; $93K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$93,203Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2020
Amy Fischer$99,542$93,203$80,000

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.

See Halom House INC 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 15aYes

Programs and updates

Provides housing and care for adults with developmental disabilities.

Provided by the organization

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1 program · $1.5M · in their own filed words · FY2023
01

The organization operates a group home where adults with developmental disabilities live under one roof in a home environment setting. In addition, under its supported living program, adults with developmental disabilities live in apartments, and the organization sends personnel to provide daily services to these individuals.

$1.5Mprogram 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
See all 3 funders →

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$2.0M
Ln 12
Gifts and grantsLn 1h$1.8M
Investment incomeLn 3$117K
Fees for servicesLn 2g$74K
Money outPt IX
$1.9M
Ln 25
Programscol B$1.5M
Managementcol C$359K
Fundraisingcol D$7K
Owns and owesPt X
$3.9M
net assets · Ln 32
Cash and savingsLn 1–2$181K
Total assetsLn 16$4.0M
LiabilitiesLn 26$94K
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$1.8M
Government grantsLn 1e$1.7M
Fees for servicesLn 2g$74K
Investment incomeLn 3$117K
Other incomeLn 4–11$5K
Gains on assetsLn 7$30K
Total revenueLn 12$2.0M
Assets in detailPt X, end of year
CashLn 1$181K
Cash and savings togetherLn 1–2$181K
InvestmentsLn 11–13$2.7M
Land, buildings, equipmentLn 10c$767K
Total assetsLn 16$4.0M
LiabilitiesLn 26$94K
Net assetsLn 32$3.9M
OperationsPt I, VI
EmployeesI 50
VolunteersI 611
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 FY23End FY23
Cash and savingsLn 1–2$401K$181K
InvestmentsLn 11–13$2.1M$2.7M
Land, buildings, equipmentLn 10c$777K$767K
Total assetsLn 16$3.8M$4.0M
LiabilitiesLn 26$92K$94K
Net assetsLn 32$3.7M$3.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$106K$94K$11K$491
Other salaries and wagesLn 7$1.3M$1.1M$135K$6K
Other employee benefitsLn 9$64K$57K$7K$297
Payroll taxesLn 10$124K$110K$13K$574
Accounting feesLn 11c$60K$60K
Investment management feesLn 11f$11K$11K
Other fees for servicesLn 11g$38K$38K
Office expensesLn 13$59K$5K$54K
OccupancyLn 16$20K$9K$10K
Depreciation, depletion and amortizationLn 22$50K$34K$16K
Other expenses (24a–d)Ln 24$68K$68K
All other expensesLn 24e$18K$15K$3K
Total functional expensesLn 25$1.9M$1.5M$359K$7K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $2.0M$1.8M$255K$4.2M 990 PDF
FY2023 Viewing $2.0M$1.9M$85K$3.9M 990 PDF
FY2022 $2.1M$1.8M$263K$3.7M 990 PDF
FY2021 $2.1M$1.9M$199K$3.7M 990 PDF
FY2020 $2.8M$1.9M$840K$3.4M 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 FY2023 990 (6 parts)
Part I · Summary $1,986,537 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,973,067$1,790,739
I-9 Program service revenuePrior year $78,720$74,011
I-10 Investment incomePrior year $45,189$117,233
I-11 Other revenuePrior year $5,156$4,554
I-12 Total revenuePrior year $2,102,132$1,986,537
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 $1,539,112$1,576,418
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $300,067$324,643
I-18 Total expensesPrior year $1,839,179$1,901,061
I-19 Revenue less expensesPrior year $262,953$85,476
Part VI · Governance 8 of 8 board members independent, no flags
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
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 $1,986,537 across 8 lines filed
VIII-1e Government grants$1,718,599
VIII-1f All other contributions, gifts and grants$72,140
VIII-1h Total contributions, gifts and grants$1,790,739
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $74,011$74,011
VIII-3 Investment incomeExcluded from tax $87,266$87,266
VIII-7 Net gain or loss on sales of assetsUnrelated business $29,967$29,967
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $3,500 · Excluded from tax $1,054$4,554
VIII-12 Total revenueRelated to mission $77,511 · Unrelated business $29,967 · Excluded from tax $88,320$1,986,537
Part IX · Statement of functional expenses $1,901,061 across 12 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $94,409 · Management $11,177 · Fundraising $491$106,077
IX-7 Other salaries and wagesPrograms $1,141,063 · Management $135,087 · Fundraising $5,932$1,282,082
IX-9 Other employee benefitsPrograms $57,212 · Management $6,773 · Fundraising $297$64,282
IX-10 Payroll taxesPrograms $110,340 · Management $13,063 · Fundraising $574$123,977
IX-11c Accounting feesManagement $59,707$59,707
IX-11f Investment management feesManagement $11,437$11,437
IX-11g Other fees for servicesManagement $38,435$38,435
IX-13 Office expensesPrograms $4,818 · Management $54,248$59,066
IX-16 OccupancyPrograms $9,319 · Management $10,311$19,630
IX-22 Depreciation, depletion and amortizationPrograms $34,357 · Management $16,062$50,419
IX-24 Other expenses (24a–d)Programs $67,506$67,506
IX-24e All other expensesPrograms $15,338 · Management $3,105$18,443
IX-25 Total functional expensesPrograms $1,534,362 · Management $359,405 · Fundraising $7,294$1,901,061
Part X · Balance sheet $4,014,654 assets, 11 lines filed
Asset lines not itemized here account for $189,815; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $400,875$181,488
X-4 Accounts receivableStart of year $235,140$187,989
X-9 Prepaid expenses and deferred chargesStart of year $12,881$12,567
X-10c Land, buildings and equipment, netStart of year $776,720$767,010
X-11 Publicly traded securitiesStart of year $2,148,129$2,675,785
X-16 Total assetsStart of year $3,774,523$4,014,654
X-17 Accounts payable and accrued expensesStart of year $92,389$93,733
X-26 Total liabilitiesStart of year $92,389$93,733
X-27 Net assets without donor restrictionsStart of year $3,682,134$3,920,921
X-32 Total net assets or fund balancesStart of year $3,682,134$3,920,921
X-33 Total liabilities and net assetsStart of year $3,774,523$4,014,654
Part XI · Reconciliation of net assets $3,920,921 net assets at year end
XI-1 Total revenue$1,986,537
XI-2 Total expenses$1,901,061
XI-3 Revenue less expenses$85,476
XI-4 Net assets at start of year$3,682,134
XI-5 Net unrealized gains (losses) on investments$153,311
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$3,920,921

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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