Meta House INC FY2020 filing

Tax-deductible

Milwaukee, WI501(c)(3)Since 1962EIN 39-1017822Revenue $6.8M in FY2020

On file with the IRSmetahouse.org535 N 39th St, 53208-3746 · Milwaukee, WITax-exempt since May 1964Publicly supported — 509(a)(2)

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Meta House ends the generational cycle of addiction by healing women and strengthening families.

501(c)(3) charity; gifts are tax-deductible.
83¢ of each $1 spent went to programs.
$262K 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

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
3 of 5
filings with a surplus
Average deficit $319K a year · 3% 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
83%
of spending
Looks good: 83% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$262K
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
6
named funders · $150K
Looks good: 6 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$736K
13% of total assets
Looks good: liabilities are 13% of assets; 50% or less.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$6.8M
Spent
$6.4M
To programs
83%
Net assets
$4.8M
By yearFY2020–FY2024
Revenue
$6.8M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$6.8M
FY2021$8.0M
FY2022$9.4M
FY2023$10.3M
FY2024$12.0M
Expenses
$6.4M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$6.4M
FY2021$7.2M
FY2022$7.1M
FY2023$12.6M
FY2024$14.8M
Net assets
$4.8M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$4.8M
FY2021$5.7M
FY2022$7.8M
FY2023$5.5M
FY2024$2.9M

From the FY2020 Form 990 · figures checked against the IRS filing · 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 May 1964.

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

Where the money goes

83 cents of each dollar spent went to programs.

Program services 83% · $5.3M Management & general 11% · $686K Fundraising 6% · $385K

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

18 people listed on the 990; $262K paid to officers and key staff.

Part VII, Section A · reportable compensation
President/CEO
$156,911Pt VII · Sec A
Vice President of Clinical
$104,987Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Valerie Vidal$232,593$196,793$179,831$163,551$156,911
James Hammond$180,902————
Tracy Oerter$152,660$104,600———
Christine Ullstrup$105,868$111,561$116,337$115,753$104,987
Tanner McClinton$113,342————
Susan Chapman———$110,968—
Andrea Jehly$101,459————
Sarah Koehn$101,339————

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

Heals women and strengthens families to end generational addiction cycles.

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Provided by the organization

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3 programs · $5.3M · in their own filed words · FY2020
01

Residential Treatment Program

Meta house operates residential facilities with 35 beds for women who require the structure of a 24-HOUR, seven-day-per-week program in order to maintain sobriety and rebuild their lives. In addition, meta house houses up to 15 children under the age of 12 who live with their mothers in our facility during their mothers' treatment and…

$3.0Mprogram expense
02

Outpatient Treatment Program

To meet the additional needs of women seeking sobriety, meta house provides gender-responsive treatment in an outpatient setting. The outpatient program offers a similar array of services as the residential treatment program and serves women who may be able to maintain sobriety while living in their own home, with the help of in-home…

$2.0Mprogram expense
03

Meta Housing Program

Meta house recognizes that many of the families served are homeless and in need of safe, affordable housing and, therefore provides 27 furnished apartments in four facilities. Supportive services include on-going case management, services and job retention assistance.

$367Kprogram 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 · FY2025
See all 6 funders →
Grants paid · 2 grants · $9.7M · 2023–2024
Meta House Foundation INCWI · FY2024$5,699,815
Meta House Foundation INCWI · FY2023$3,981,408

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$6.8M
Ln 12
Gifts and grantsLn 1h$6.6M
Other incomeLn 4–11$79K
Fees for servicesLn 2g$69K
Money outPt IX
$6.4M
Ln 25
Programscol B$5.3M
Managementcol C$686K
Fundraisingcol D$385K
Owns and owesPt X
$4.8M
net assets · Ln 32
Cash and savingsLn 1–2$716K
Total assetsLn 16$5.5M
LiabilitiesLn 26$736K
PeoplePt VI, VII
18
listed · VII A
PaidVII A2
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$6.6M
Government grantsLn 1e$4.3M
Noncash giftsLn 1g$26K
Fees for servicesLn 2g$69K
Investment incomeLn 3$48K
Other incomeLn 4–11$79K
Gains on assetsLn 7$32K
Total revenueLn 12$6.8M
Assets in detailPt X, end of year
CashLn 1$597K
SavingsLn 2$119K
Cash and savings togetherLn 1–2$716K
InvestmentsLn 11–13$1.1M
Land, buildings, equipmentLn 10c$2.5M
Other assetsLn 15$97K
Total assetsLn 16$5.5M
LiabilitiesLn 26$736K
Net assetsLn 32$4.8M
OperationsPt I, VI
EmployeesI 5129
VolunteersI 6180
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$802K$716K
InvestmentsLn 11–13$922K$1.1M
Land, buildings, equipmentLn 10c$2.7M$2.5M
Total assetsLn 16$5.3M$5.5M
LiabilitiesLn 26$984K$736K
Net assetsLn 32$4.3M$4.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$157K$63K$94K
Other salaries and wagesLn 7$3.6M$3.1M$264K$239K
Other employee benefitsLn 9$565K$466K$57K$42K
Payroll taxesLn 10$320K$268K$32K$20K
Accounting feesLn 11c$163K$163K
Other fees for servicesLn 11g$113K$105K$5K$3K
Advertising and promotionLn 12$172$172
Office expensesLn 13$83K$73K$4K$6K
OccupancyLn 16$462K$426K$23K$13K
TravelLn 17$2K$2K$115$68
Conferences, conventions and meetingsLn 19$51K$48K$3K−$40
InterestLn 20$10K$9K$998$556
Depreciation, depletion and amortizationLn 22$258K$241K$11K$6K
InsuranceLn 23$66K$55K$6K$5K
Other expenses (24a–d)Ln 24$501K$482K$10K$9K
All other expensesLn 24e$55K$1K$13K$41K
Total functional expensesLn 25$6.4M$5.3M$686K$385K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $12.0M$14.8M−$2.8M$2.9M 990 PDF
FY2023 $10.3M$12.6M−$2.3M$5.5M 990 PDF
FY2022 $9.4M$7.1M$2.4M$7.8M 990 PDF
FY2021 $8.0M$7.2M$825K$5.7M 990 PDF
FY2020 Viewing $6.8M$6.4M$380K$4.8M 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 $6,790,356 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $6,560,283$6,594,697
I-9 Program service revenuePrior year $146,471$68,519
I-10 Investment incomePrior year $65,837$48,414
I-11 Other revenuePrior year $90,272$78,726
I-12 Total revenuePrior year $6,862,863$6,790,356
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 $4,796,005$4,646,287
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,938,763$1,763,577
I-18 Total expensesPrior year $6,734,768$6,409,864
I-19 Revenue less expensesPrior year $128,095$380,492
Part VI · Governance 16 of 16 board members independent, no flags
VI-1a Voting members of the governing body16
VI-1b Independent voting members16
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 $6,790,356 across 11 lines filed
VIII-1a Federated campaigns$190,046
VIII-1e Government grants$4,278,965
VIII-1f All other contributions, gifts and grants$2,125,686
VIII-1g Noncash contributions (included above)$25,894
VIII-1h Total contributions, gifts and grants$6,594,697
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $68,519$68,519
VIII-3 Investment incomeExcluded from tax $16,726$16,726
VIII-6 Net rental income or lossRelated to mission $59,699$59,699
VIII-7 Net gain or loss on sales of assetsExcluded from tax $31,688$31,688
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $19,027$19,027
VIII-12 Total revenueRelated to mission $128,218 · Unrelated business $0 · Excluded from tax $67,441$6,790,356
Part IX · Statement of functional expenses $6,409,864 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $62,764 · Management $94,147$156,911
IX-7 Other salaries and wagesPrograms $3,100,930 · Management $263,911 · Fundraising $238,674$3,603,515
IX-9 Other employee benefitsPrograms $466,254 · Management $56,913 · Fundraising $42,222$565,389
IX-10 Payroll taxesPrograms $268,191 · Management $31,802 · Fundraising $20,479$320,472
IX-11c Accounting feesManagement $162,875$162,875
IX-11g Other fees for servicesPrograms $104,911 · Management $4,821 · Fundraising $2,815$112,547
IX-12 Advertising and promotionFundraising $172$172
IX-13 Office expensesPrograms $73,102 · Management $3,628 · Fundraising $6,229$82,959
IX-16 OccupancyPrograms $425,613 · Management $23,155 · Fundraising $12,865$461,633
IX-17 TravelPrograms $2,203 · Management $115 · Fundraising $68$2,386
IX-19 Conferences, conventions and meetingsPrograms $47,565 · Management $3,071 · Fundraising −$40$50,596
IX-20 InterestPrograms $8,768 · Management $998 · Fundraising $556$10,322
IX-22 Depreciation, depletion and amortizationPrograms $240,631 · Management $11,070 · Fundraising $6,207$257,908
IX-23 InsurancePrograms $55,284 · Management $5,904 · Fundraising $5,004$66,192
IX-24 Other expenses (24a–d)Programs $481,914 · Management $10,160 · Fundraising $9,037$501,111
IX-24e All other expensesPrograms $1,215 · Management $12,931 · Fundraising $40,730$54,876
IX-25 Total functional expensesPrograms $5,339,345 · Management $685,501 · Fundraising $385,018$6,409,864
Part X · Balance sheet $5,490,036 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $719,287$596,916
X-2 Savings and temporary cash investmentsStart of year $82,634$118,597
X-3 Pledges and grants receivableStart of year $403,398$578,036
X-4 Accounts receivableStart of year $311,399$400,650
X-9 Prepaid expenses and deferred chargesStart of year $42,439$105,884
X-10c Land, buildings and equipment, netStart of year $2,674,658$2,497,891
X-12 Other securitiesStart of year $922,172$1,095,063
X-15 Other assetsStart of year $97,472$96,999
X-16 Total assetsStart of year $5,253,459$5,490,036
X-17 Accounts payable and accrued expensesStart of year $410,467$292,913
X-19 Deferred revenueStart of year $10,000$5,000
X-25 Other liabilitiesStart of year $32,722$25,509
X-26 Total liabilitiesStart of year $984,444$736,233
X-27 Net assets without donor restrictionsStart of year $4,012,319$4,600,539
X-28 Net assets with donor restrictionsStart of year $256,696$153,264
X-32 Total net assets or fund balancesStart of year $4,269,015$4,753,803
X-33 Total liabilities and net assetsStart of year $5,253,459$5,490,036
Part XI · Reconciliation of net assets $4,753,803 net assets at year end
XI-1 Total revenue$6,790,356
XI-2 Total expenses$6,409,864
XI-3 Revenue less expenses$380,492
XI-4 Net assets at start of year$4,269,015
XI-5 Net unrealized gains (losses) on investments$104,296
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$4,753,803

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

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