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Hearthstone Housing Ltd FY2020 filing

Tax-deductible

Rice Lake, WI501(c)(3)Since 1992HousingEIN 39-1694895Revenue $156K in FY2020

On file with the IRS2961 Decker Dr, 54868-7522 · Rice Lake, WITax-exempt since Sep 1991Publicly supported charity — 170(b)(1)(A)(vi)

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Provide handicapped Housing

501(c)(3) charity; gifts are tax-deductible.
74¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 6
filings with a surplus
Average deficit $20K a year · 12% of revenue · last 6 filings
Concern: a surplus in 0 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
74%
of spending
Fine: 74% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
2 mo
of spending, in cash
Fine: 1.5 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$59K
10% of total assets
Looks good: liabilities are 10% of assets; 50% or less.
Pt X · Ln 26
Independent board members
1
of 3 voting members
Worth a look: 1 of 3 voting members are independent, under half.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$156K
Spent
$168K
To programs
74%
Net assets
$508K
By yearFY2020–FY2025
Revenue
$156K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$156K
FY2021$166K
FY2022$155K
FY2023$169K
FY2024$179K
FY2025$186K
Expenses
$168K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$168K
FY2021$183K
FY2022$178K
FY2023$185K
FY2024$204K
FY2025$216K
Net assets
$508K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$508K
FY2021$492K
FY2022$469K
FY2023$453K
FY2024$428K
FY2025$398K

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 (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 1991.

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

Where the money goes

74 cents of each dollar spent went to programs.

Program services 74% · $123K Management & general 26% · $44K

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

3 people listed on the 990.

Part VII, Section A · reportable compensation
Brett Gerber
President/CEO
$0Pt VII · Sec A
Terra Pawliuk-Mcgiffin
Secretary/Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
See Hearthstone Housing Ltd 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

Operates a 20-unit housing facility providing specially designed homes for handicapped persons.

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Provided by the organization

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1 program · $123K · in their own filed words · FY2020
01

Provide handicapped persons with housing facilities specially designed to meet their needs.

$123Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$156K
Ln 12
Fees for servicesLn 2g$79K
Gifts and grantsLn 1h$76K
Investment incomeLn 3$55
Money outPt IX
$168K
Ln 25
Programscol B$123K
Managementcol C$44K
Owns and owesPt X
$508K
net assets · Ln 32
Cash and savingsLn 1–2$21K
Total assetsLn 16$567K
LiabilitiesLn 26$59K
PeoplePt VI, VII
3
listed · VII A
PaidVII A0
Voting boardVI 1a3
IndependentVI 1b1
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$76K
Government grantsLn 1e$76K
Fees for servicesLn 2g$79K
Investment incomeLn 3$55
Total revenueLn 12$156K
Assets in detailPt X, end of year
CashLn 1$21K
Cash and savings togetherLn 1–2$21K
Land, buildings, equipmentLn 10c$509K
Other assetsLn 15$37K
Total assetsLn 16$567K
LiabilitiesLn 26$59K
Net assetsLn 32$508K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
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$1K$21K
Land, buildings, equipmentLn 10c$542K$509K
Total assetsLn 16$586K$567K
LiabilitiesLn 26$66K$59K
Net assetsLn 32$520K$508K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Management feesLn 11a$18K$18K
Legal feesLn 11b$23$23
Accounting feesLn 11c$12K$12K
Other fees for servicesLn 11g$38K$27K$11K
Advertising and promotionLn 12$306$306
Office expensesLn 13$3K$2K$2K
Information technologyLn 14$2K$2K
OccupancyLn 16$30K$30K
TravelLn 17$3K$3K
Depreciation, depletion and amortizationLn 22$33K$33K
Other expenses (24a–d)Ln 24$28K$27K$1K
Total functional expensesLn 25$168K$123K$44K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $186K$216K−$30K$398K 990 PDF
FY2024 $179K$204K−$25K$428K 990 PDF
FY2023 $169K$185K−$16K$453K 990 PDF
FY2022 $155K$178K−$23K$469K 990 PDF
FY2021 $166K$183K−$17K$492K 990 PDF
FY2020 Viewing $156K$168K−$12K$508K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $155,575 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $77,185$76,326
I-9 Program service revenuePrior year $64,271$79,194
I-10 Investment incomePrior year $55$55
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $141,511$155,575
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 $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $181,148$167,766
I-18 Total expensesPrior year $181,148$167,766
I-19 Revenue less expensesPrior year −$39,637−$12,191
Part VI · Governance 1 of 3 board members independent, 1 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members1
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-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $155,575 across 5 lines filed
VIII-1e Government grants$76,326
VIII-1h Total contributions, gifts and grants$76,326
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $79,194$79,194
VIII-3 Investment incomeExcluded from tax $55$55
VIII-12 Total revenueRelated to mission $79,194 · Unrelated business $0 · Excluded from tax $55$155,575
Part IX · Statement of functional expenses $167,766 across 11 lines filed
IX-11a Management feesManagement $17,823$17,823
IX-11b Legal feesManagement $23$23
IX-11c Accounting feesManagement $12,310$12,310
IX-11g Other fees for servicesPrograms $27,422 · Management $10,931$38,353
IX-12 Advertising and promotionManagement $306$306
IX-13 Office expensesPrograms $1,612 · Management $1,848$3,460
IX-14 Information technologyPrograms $1,568$1,568
IX-16 OccupancyPrograms $29,823$29,823
IX-17 TravelPrograms $2,730$2,730
IX-22 Depreciation, depletion and amortizationPrograms $32,900$32,900
IX-24 Other expenses (24a–d)Programs $27,268 · Management $1,202$28,470
IX-25 Total functional expensesPrograms $123,323 · Management $44,443 · Fundraising $0$167,766
Part X · Balance sheet $566,959 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $1,015$20,899
X-4 Accounts receivableStart of year $377$261
X-9 Prepaid expenses and deferred chargesStart of year $764$0
X-10c Land, buildings and equipment, netStart of year $541,877$508,977
X-15 Other assetsStart of year $42,432$36,822
X-16 Total assetsStart of year $586,465$566,959
X-17 Accounts payable and accrued expensesStart of year $33,048$25,579
X-19 Deferred revenueStart of year $241$450
X-25 Other liabilitiesStart of year $32,771$32,716
X-26 Total liabilitiesStart of year $66,060$58,745
X-27 Net assets without donor restrictionsStart of year −$561,595−$573,786
X-28 Net assets with donor restrictionsStart of year $1,082,000$1,082,000
X-32 Total net assets or fund balancesStart of year $520,405$508,214
X-33 Total liabilities and net assetsStart of year $586,465$566,959
Part XI · Reconciliation of net assets $508,214 net assets at year end
XI-1 Total revenue$155,575
XI-2 Total expenses$167,766
XI-3 Revenue less expenses−$12,191
XI-4 Net assets at start of year$520,405
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$508,214

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

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