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The New Path INC FY2023 filing

Tax-deductible

Tipp City, OH501(c)(3)Human ServicesEIN 31-1710997Revenue $1.9M in FY2023

On file with the IRS7695 South County Road A, 45371-0000 · Tipp City, OHTax-exempt since Sep 2001Publicly supported charity — 170(b)(1)(A)(vi)

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To assist families and individuals in financial crisis.

501(c)(3) charity; gifts are tax-deductible.
95¢ of each $1 spent went to programs.
$91K 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
3 of 5
filings with a surplus
Average surplus $31K a year · 2% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
95%
of spending
Looks good: 95% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$91K
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: 1.4 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
6
named funders · $98K
Looks good: 6 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$37K
4% of total assets
Looks good: liabilities are 4% 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
$1.9M
+26% vs prior year
Spent
$2.0M
To programs
95%
Net assets
$807K
By yearFY2020–FY2024
Revenue
$1.9M
FY2023▲ +26%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.8M
FY2021$1.6M
FY2022$1.5M
FY2023$1.9M
FY2024$2.3M
Expenses
$2.0M
FY2023▲ +15%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.6M
FY2021$1.5M
FY2022$1.7M
FY2023$2.0M
FY2024$2.2M
Net assets
$807K
FY2023▼ -3%
Tap a bar for its year
Net assets by fiscal year
FY2020$889K
FY2021$1.0M
FY2022$832K
FY2023$807K
FY2024$888K

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

Form 990 (PDF) Claim
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 Sep 2001.

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

Where the money goes

95 cents of each dollar spent went to programs.

Program services 95% · $1.9M Management & general 3% · $58K Fundraising 2% · $38K

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

10 people listed on the 990; $91K paid to officers and key staff.

Part VII, Section A · reportable compensation
William Lutz
Executive Di
$90,779Pt VII · Sec A
Lisa Brown
Board Member
$0Pt VII · Sec A
Megan Gariety
Treasurer
$0Pt VII · Sec A
Sonia Holycross
Vice-Pres.
$0Pt VII · Sec A
Kessa Poeppelman
Board Member
$0Pt VII · Sec A
Jon Sears
Board Member
$0Pt VII · Sec A
Jason Simister
Board Member
$0Pt VII · Sec A
Beth Taylor
Board Member
$0Pt VII · Sec A

William Lutz’s $102K as Executive Di is at the 37th 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 · 1 named individual · Part VII

NameFY2024FY2023FY2022FY2021FY2020
William Lutz$102,306$90,779$85,021$81,781$75,474

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 The New Path 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

Helps families and individuals facing financial emergencies.

Questions for The New Path INC

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Provided by the organization

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3 programs · $1.6M · in their own filed words · FY2023
01

The new path, inc. Is a faith-based organization that offers many programs operated by both staff and volunteer leaders, the focus of our programming is providing affordable alternatives to basic needs for those people struggling economically; and a pathway to a more promising life assured through better education, access to technology…

$1.6Mprogram expense
02

Household good provided to families in emergency situations. The organization provided household goods to individuals.

$14Kprogram expense
03

Resale shop for "gently used clothing" to provide clothing at no cost families in emergency situations and generate revenue to support all of the organizations programs. Each household in emergency situations may receive clothing based on the size of the household every six months.

Pt IX · col B

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
United Way of Miami County OhioFY2024$57K
Fidelity Investments Charitable Gift FundFY2024$12K
Wpcu Sunshine Community FundFY2024$10K
The Paul G Duke FoundationFY2024$10K
Upper Valley Medical CenterFY2024$6K
Shared Harvest Foodbank INCFY2024$3K
Total grants receivedfrom 6 funders$98K
See all 6 funders →

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.9M
Ln 12
Gifts and grantsLn 1h$1.6M
Other incomeLn 4–11$344K
Investment incomeLn 3$3K
Money outPt IX
$2.0M
Ln 25
Programscol B$1.9M
Managementcol C$58K
Fundraisingcol D$38K
Owns and owesPt X
$807K
net assets · Ln 32
Cash and savingsLn 1–2$234K
Total assetsLn 16$844K
LiabilitiesLn 26$37K
PeoplePt VI, VII
10
listed · VII A
PaidVII A1
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.6M
Noncash giftsLn 1g$10K
Investment incomeLn 3$3K
Other incomeLn 4–11$344K
Gains on assetsLn 7−$3K
Total revenueLn 12$1.9M
Assets in detailPt X, end of year
CashLn 1$234K
Cash and savings togetherLn 1–2$234K
Land, buildings, equipmentLn 10c$186K
Other assetsLn 15$99K
Total assetsLn 16$844K
LiabilitiesLn 26$37K
Net assetsLn 32$807K
OperationsPt I, VI
EmployeesI 515
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$291K$234K
Land, buildings, equipmentLn 10c$183K$186K
Total assetsLn 16$871K$844K
LiabilitiesLn 26$37K$37K
Net assetsLn 32$834K$807K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$91K$41K$23K$27K
Other salaries and wagesLn 7$272K$258K$14K
Payroll taxesLn 10$38K$31K$4K$3K
OccupancyLn 16$10K$9K$328$394
TravelLn 17$2K$2K
Conferences, conventions and meetingsLn 19$10K$1K$4K$4K
Depreciation, depletion and amortizationLn 22$15K$15K
Other expenses (24a–d)Ln 24$1.4M$1.4M
All other expensesLn 24e$81K$65K$13K$3K
Total functional expensesLn 25$2.0M$1.9M$58K$38K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $2.3M$2.2M$74K$888K 990 PDF
FY2023 Viewing $1.9M$2.0M−$41K$807K 990 PDF
FY2022 $1.5M$1.7M−$177K$832K 990 PDF
FY2021 $1.6M$1.5M$119K$1.0M 990 PDF
FY2020 $1.8M$1.6M$180K$889K 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 $1,913,958 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,264,287$1,569,770
I-9 Program service revenue$0
I-10 Investment incomePrior year −$2,205−$94
I-11 Other revenuePrior year $282,587$344,282
I-12 Total revenuePrior year $1,544,669$1,913,958
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $323,408$400,724
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,375,375$1,553,741
I-18 Total expensesPrior year $1,698,783$1,954,465
I-19 Revenue less expensesPrior year −$154,114−$40,507
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 $1,913,958 across 7 lines filed
Lines not itemized here account for $342,551 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$1,569,770
VIII-1g Noncash contributions (included above)$10,000
VIII-1h Total contributions, gifts and grants$1,569,770
VIII-3 Investment incomeRelated to mission $3,254$3,254
VIII-7 Net gain or loss on sales of assetsRelated to mission −$3,348−$3,348
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,731$1,731
VIII-12 Total revenueRelated to mission $344,188$1,913,958
Part IX · Statement of functional expenses $1,954,465 across 9 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $40,850 · Management $22,695 · Fundraising $27,234$90,779
IX-7 Other salaries and wagesPrograms $258,122 · Management $14,041$272,163
IX-10 Payroll taxesPrograms $31,088 · Management $3,650 · Fundraising $3,044$37,782
IX-16 OccupancyPrograms $9,278 · Management $328 · Fundraising $394$10,000
IX-17 TravelPrograms $2,428$2,428
IX-19 Conferences, conventions and meetingsPrograms $1,088 · Management $4,397 · Fundraising $4,107$9,592
IX-22 Depreciation, depletion and amortizationPrograms $14,509$14,509
IX-24 Other expenses (24a–d)Programs $1,436,322$1,436,322
IX-24e All other expensesPrograms $64,831 · Management $13,309 · Fundraising $2,750$80,890
IX-25 Total functional expensesPrograms $1,858,516 · Management $58,420 · Fundraising $37,529$1,954,465
Part X · Balance sheet $843,815 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $290,642$234,068
X-8 Inventories for sale or useStart of year $281,215$301,419
X-9 Prepaid expenses and deferred chargesStart of year $29,032$23,365
X-10c Land, buildings and equipment, netStart of year $183,340$186,401
X-15 Other assetsStart of year $86,906$98,562
X-16 Total assetsStart of year $871,195$843,815
X-17 Accounts payable and accrued expensesStart of year $36,954$36,966
X-26 Total liabilitiesStart of year $36,954$36,966
X-27 Net assets without donor restrictionsStart of year $792,169$776,523
X-28 Net assets with donor restrictionsStart of year $42,072$30,326
X-32 Total net assets or fund balancesStart of year $834,241$806,849
X-33 Total liabilities and net assetsStart of year $871,195$843,815
Part XI · Reconciliation of net assets $806,849 net assets at year end
XI-1 Total revenue$1,913,958
XI-2 Total expenses$1,954,465
XI-3 Revenue less expenses−$40,507
XI-4 Net assets at start of year$834,241
XI-5 Net unrealized gains (losses) on investments$13,115
XI-10 Net assets at end of year$806,849

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

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