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Robert E Berry Halfway House INC

Tax-deductible

Fond Du Lac, WI501(c)(3)Human ServicesEIN 39-1085048

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The specific and primary purposes are to: provide treatment and support services in the community, aid people in transition from institution to community, collaborate with other community agencies in promoting comprehensive coordinated services, advocate for the community to offer services to persons diagnosed with a mental illness and/or dual diagnosis, and educate the community concerning mental illness.

501(c)(3) charity; gifts are tax-deductible.
98¢ of each $1 spent went to programs.
Run by 8 volunteers and 8 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

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
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 $3K a year · under 1% 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
98%
of spending
Looks good: 98% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
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
Liabilities
$160K
48% of total assets
Looks good: liabilities are 48% 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
$516K
+9% vs prior year
Spent
$506K
To programs
98%
Net assets
$175K
By yearFY2020–FY2024
Revenue
$516K
FY2024▲ +9%
Revenue by fiscal year
FY2020$410K
FY2021$353K
FY2022$395K
FY2023$474K
FY2024$516K
Expenses
$506K
FY2024▲ +3%
Expenses by fiscal year
FY2020$389K
FY2021$351K
FY2022$400K
FY2023$489K
FY2024$506K
Net assets
$175K
FY2024▲ +2%
Net assets by fiscal year
FY2020$178K
FY2021$191K
FY2022$186K
FY2023$171K
FY2024$175K

From the FY2024 Form 990 · see the original

Form 990 (PDF) Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 1968.

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

Where the money goes

98 cents of each dollar spent went to programs.

Program services 98% · $497K Management & general 2% · $9K

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.

Part VII, Section A · reportable compensation
Charles Ahern
Secretary
$0Pt VII · Sec A
Lucy Berry
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Dale Hans
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Anie Rosenow
Director
$0Pt VII · Sec A
See Robert E Berry Halfway 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 15aNo

Programs and updates

Provides community treatment, support, and advocacy for individuals with mental illness.

Provided by the organization

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1 program service account for $497K of program spending, described in the organization's own filed words · FY2024.
01

The organization provided care to over 400 county referred clients during 2024. Program fees charged are used to provide housing, counseling, and assistance to mentally ill or chemically dependent individuals.

$497Kprogram expense

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By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$516K
Ln 12
Fees for servicesLn 2g$490K
Gifts and grantsLn 1h$26K
Money outPt IX
$506K
Ln 25
Programscol B$497K
Managementcol C$9K
Owns and owesPt X
$175K
net assets · Ln 32
Cash and savingsLn 1–2$55K
Total assetsLn 16$335K
LiabilitiesLn 26$160K
PeoplePt VI, VII
10
listed · VII A
PaidVII A0
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$26K
Fees for servicesLn 2g$490K
Total revenueLn 12$516K
Assets in detailPt X, end of year
CashLn 1$55K
Cash and savings togetherLn 1–2$55K
Land, buildings, equipmentLn 10c$167K
Other assetsLn 15$78K
Total assetsLn 16$335K
LiabilitiesLn 26$160K
Net assetsLn 32$175K
OperationsPt I, VI
EmployeesI 58
VolunteersI 68
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
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$29K$55K
Land, buildings, equipmentLn 10c$188K$167K
Total assetsLn 16$340K$335K
LiabilitiesLn 26$169K$160K
Net assetsLn 32$171K$175K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$322K$322K
Pension plan contributionsLn 8$3K$3K
Other employee benefitsLn 9$514$514
Payroll taxesLn 10$24K$24K
Management feesLn 11a$2K$2K$174
Accounting feesLn 11c$14K$9K$5K
Office expensesLn 13$6K$5K$604
OccupancyLn 16$26K$26K
InterestLn 20$2K$2K
Depreciation, depletion and amortizationLn 22$21K$21K
InsuranceLn 23$26K$26K
Other expenses (24a–d)Ln 24$49K$49K
All other expensesLn 24e$11K$8K$3K
Total functional expensesLn 25$506K$497K$9K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $516K$506K$10K$175K 990 PDF
FY2023 $474K$489K−$15K$171K 990 PDF
FY2022 $395K$400K−$5K$186K 990 PDF
FY2021 $353K$351K$2K$191K 990 PDF
FY2020 $410K$389K$22K$178K 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 (4 parts)
Part VIII · Statement of revenue $515,763 across 4 lines filed
VIII-1f All other contributions, gifts and grants$25,776
VIII-1h Total contributions, gifts and grants$25,776
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $489,987$489,987
VIII-12 Total revenueRelated to mission $489,987$515,763
Part IX · Statement of functional expenses $505,695 across 13 lines filed
IX-7 Other salaries and wagesPrograms $321,618$321,618
IX-8 Pension plan contributionsPrograms $2,637$2,637
IX-9 Other employee benefitsPrograms $514$514
IX-10 Payroll taxesPrograms $24,459$24,459
IX-11a Management feesPrograms $1,568 · Management $174$1,742
IX-11c Accounting feesPrograms $8,921 · Management $4,804$13,725
IX-13 Office expensesPrograms $5,440 · Management $604$6,044
IX-16 OccupancyPrograms $25,643$25,643
IX-20 InterestPrograms $2,041$2,041
IX-22 Depreciation, depletion and amortizationPrograms $21,232$21,232
IX-23 InsurancePrograms $26,424$26,424
IX-24 Other expenses (24a–d)Programs $48,561$48,561
IX-24e All other expensesPrograms $7,839 · Management $3,216$11,055
IX-25 Total functional expensesPrograms $496,897 · Management $8,798 · Fundraising $0$505,695
Part X · Balance sheet $334,815 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $29,159$54,516
X-4 Accounts receivableStart of year $30,453$34,607
X-9 Prepaid expenses and deferred chargesStart of year $1,127$1,127
X-10c Land, buildings and equipment, netStart of year $187,744$166,512
X-15 Other assetsStart of year $91,992$78,053
X-16 Total assetsStart of year $340,475$334,815
X-17 Accounts payable and accrued expensesStart of year $30,161$33,493
X-19 Deferred revenue$6,437
X-25 Other liabilitiesStart of year $92,335$78,739
X-26 Total liabilitiesStart of year $169,473$160,182
X-27 Net assets without donor restrictionsStart of year $171,002$174,633
X-32 Total net assets or fund balancesStart of year $171,002$174,633
X-33 Total liabilities and net assetsStart of year $340,475$334,815
Part XI · Reconciliation of net assets $174,633 net assets at year end
XI-1 Total revenue$515,763
XI-2 Total expenses$505,695
XI-3 Revenue less expenses$10,068
XI-4 Net assets at start of year$171,002
XI-9 Other changes in net assets−$6,437
XI-10 Net assets at end of year$174,633

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

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