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Robert E Berry Halfway House INC FY2020 filing

Tax-deductible

Fond Du Lac, WI501(c)(3)Human ServicesEIN 39-1085048Revenue $410K in FY2020

On file with the IRS178 6th St, 54935-5174 · Fond Du Lac, WITax-exempt since Mar 1968Publicly supported charity — 170(b)(1)(A)(vi)

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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.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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 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
Worth a look: 0.8 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$82K
31% of total assets
Looks good: liabilities are 31% 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
$410K
Spent
$389K
To programs
98%
Net assets
$178K
By yearFY2020–FY2024
Revenue
$410K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$410K
FY2021$353K
FY2022$395K
FY2023$474K
FY2024$516K
Expenses
$389K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$389K
FY2021$351K
FY2022$400K
FY2023$489K
FY2024$506K
Net assets
$178K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$178K
FY2021$191K
FY2022$186K
FY2023$171K
FY2024$175K

From the FY2020 Form 990 · see the original

990 PDF Claim
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 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% · $380K 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

8 people listed on the 990.

Part VII, Section A · reportable compensation
Charles Ahern
Secretary
$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
Ane Rosenow
Director
$0Pt VII · Sec A
$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.

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Provided by the organization

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1 program · $380K · in their own filed words · FY2020
01

The organization provided 7,152 days of care to county referred clients during 2020. Program fees charged are used to provide housing, counseling, and assistance to mentally ill or chemically dependent individuals.

$380Kprogram expense

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$410K
Ln 12
Fees for servicesLn 2g$408K
Investment incomeLn 3$1K
Other incomeLn 4–11$770
Money outPt IX
$389K
Ln 25
Programscol B$380K
Managementcol C$9K
Owns and owesPt X
$178K
net assets · Ln 32
Cash and savingsLn 1–2$24K
Total assetsLn 16$260K
LiabilitiesLn 26$82K
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$175
Fees for servicesLn 2g$408K
Investment incomeLn 3$1K
Other incomeLn 4–11$770
Gains on assetsLn 7$1K
Total revenueLn 12$410K
Assets in detailPt X, end of year
CashLn 1$24K
Cash and savings togetherLn 1–2$24K
Land, buildings, equipmentLn 10c$199K
Total assetsLn 16$260K
LiabilitiesLn 26$82K
Net assetsLn 32$178K
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 FY20End FY20
Cash and savingsLn 1–2$31K$24K
Land, buildings, equipmentLn 10c$158K$199K
Total assetsLn 16$241K$260K
LiabilitiesLn 26$81K$82K
Net assetsLn 32$160K$178K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$219K$219K
Pension plan contributionsLn 8$2K$2K
Payroll taxesLn 10$17K$17K
Management feesLn 11a$31K$28K$3K
Accounting feesLn 11c$9K$6K$3K
Office expensesLn 13$3K$3K$322
OccupancyLn 16$40K$40K
InterestLn 20$962$962
Depreciation, depletion and amortizationLn 22$11K$11K
InsuranceLn 23$17K$17K
Other expenses (24a–d)Ln 24$35K$35K$169
All other expensesLn 24e$5K$3K$2K
Total functional expensesLn 25$389K$380K$9K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $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 Viewing $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 FY2020 990 (6 parts)
Part I · Summary $410,346 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $200$175
I-9 Program service revenuePrior year $355,300$408,361
I-10 Investment income$1,040
I-11 Other revenuePrior year $481$770
I-12 Total revenuePrior year $355,981$410,346
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $190,456$238,002
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $135,261$150,718
I-18 Total expensesPrior year $325,717$388,720
I-19 Revenue less expensesPrior year $30,264$21,626
Part VI · Governance 8 of 8 board members independent, 2 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $410,346 across 6 lines filed
VIII-1f All other contributions, gifts and grants$175
VIII-1h Total contributions, gifts and grants$175
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $408,361$408,361
VIII-7 Net gain or loss on sales of assetsExcluded from tax $1,040$1,040
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $770$770
VIII-12 Total revenueRelated to mission $409,131 · Excluded from tax $1,040$410,346
Part IX · Statement of functional expenses $388,720 across 12 lines filed
IX-7 Other salaries and wagesPrograms $218,752$218,752
IX-8 Pension plan contributionsPrograms $2,323$2,323
IX-10 Payroll taxesPrograms $16,927$16,927
IX-11a Management feesPrograms $27,918 · Management $3,102$31,020
IX-11c Accounting feesPrograms $6,107 · Management $3,288$9,395
IX-13 Office expensesPrograms $2,595 · Management $322$2,917
IX-16 OccupancyPrograms $39,740$39,740
IX-20 InterestPrograms $962$962
IX-22 Depreciation, depletion and amortizationPrograms $10,535$10,535
IX-23 InsurancePrograms $16,794$16,794
IX-24 Other expenses (24a–d)Programs $34,648 · Management $169$34,817
IX-24e All other expensesPrograms $2,518 · Management $2,020$4,538
IX-25 Total functional expensesPrograms $379,819 · Management $8,901 · Fundraising $0$388,720
Part X · Balance sheet $259,920 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $31,463$24,338
X-4 Accounts receivableStart of year $40,180$36,831
X-9 Prepaid expenses and deferred chargesStart of year $100$100
X-10c Land, buildings and equipment, netStart of year $158,046$198,651
X-16 Total assetsStart of year $241,074$259,920
X-17 Accounts payable and accrued expensesStart of year $58,101$65,099
X-26 Total liabilitiesStart of year $80,896$81,607
X-27 Net assets without donor restrictionsStart of year $160,178$178,313
X-32 Total net assets or fund balancesStart of year $160,178$178,313
X-33 Total liabilities and net assetsStart of year $241,074$259,920
Part XI · Reconciliation of net assets $178,313 net assets at year end
XI-1 Total revenue$410,346
XI-2 Total expenses$388,720
XI-3 Revenue less expenses$21,626
XI-4 Net assets at start of year$160,178
XI-9 Other changes in net assets−$3,491
XI-10 Net assets at end of year$178,313

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

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