philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in

Hope Haven Area Development Center Foundation FY2020 filing

Tax-deductible

Burlington, IA501(c)(3)Community Development EIN 42-1345231Revenue $919K in FY2020Latest return filed Jan 27, 2026

On file with the IRS828 N 7th St, 52601-4921 · Burlington, IATax-exempt since Jan 1994Supporting organization — 509(a)(3)

Claim this org

(tell your story, add context, and more) Claim it free, then get the verified mark for $500 a year.

How does your 990 look to donors? Take the 10-Question Audit

Assist mentally and physically handicapped individuals

501(c)(3) charity; gifts are tax-deductible.
81¢ 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
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
6 of 6
filings with a surplus
Average surplus $436K a year · 77% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
81%
of spending
Looks good: 81% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
41 mo
of spending, in cash
Plus $4.5M in investments, Pt X · Ln 11–13
Looks good: 41.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$919K
Spent
$224K
To programs
81%
Net assets
$5.3M
By yearFY2020–FY2025
Revenue
$919K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$919K
FY2021$569K
FY2022$464K
FY2023$623K
FY2024$326K
FY2025$518K
Expenses
$224K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$224K
FY2021$79K
FY2022$79K
FY2023$142K
FY2024$203K
FY2025$75K
Net assets
$5.3M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$5.3M
FY2021$6.4M
FY2022$6.1M
FY2023$6.5M
FY2024$6.5M
FY2025$7.0M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · 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 Jan 1994.

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

Where the money goes

81 cents of each dollar spent went to programs.

Program services 81% · $182K Management & general 19% · $42K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Pat Coe
Member
$0Pt VII · Sec A
Frank Delaney
President
$0Pt VII · Sec A
$0Pt VII · Sec A
Rod Kellogg
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
See Hope Haven Area Development Center Foundation executive salaries →

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

Helps people with mental and physical disabilities.

Questions for Hope Haven Area Development Center Foundation

Tap to ask. Hope Haven Area Development Center Foundation sees how many people are interested.

Your first name shows with your question. Hope Haven Area Development Center Foundation answers here, for everyone.

1 program · $182K · in their own filed words · FY2019
01

Program support to affiliate to assist mentally & physically handicapped individuals in living & work related skills

$182Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · this organization's grantmaking
Grants paid · 6 grants · $511K · 2019–2024
Hope Haven Area Development Center CorporationIA · FY2024$6,341
Hope Haven Area Development Center CorporationIA · FY2023$148,000
Hope Haven Area Development Center CorporationIA · FY2022$104,381
Hope Haven Area Development Center CorporationIA · FY2021$36,500
Hope Haven Area Development Center CorporationIA · FY2020$34,200
Hope Haven Area Development Center CorporationIA · FY2019$181,732

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$919K
Ln 12
Gifts and grantsLn 1h$795K
Investment incomeLn 3$123K
Other incomeLn 4–11$1K
Money outPt IX
$224K
Ln 25
Programscol B$182K
Managementcol C$42K
Owns and owesPt X
$5.3M
net assets · Ln 32
Cash and savingsLn 1–2$771K
Total assetsLn 16$5.3M
LiabilitiesLn 26$0
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$795K
Noncash giftsLn 1g$5K
Investment incomeLn 3$123K
Other incomeLn 4–11$1K
Gains on assetsLn 7−$2K
Total revenueLn 12$919K
Assets in detailPt X, end of year
CashLn 1$346K
SavingsLn 2$425K
Cash and savings togetherLn 1–2$771K
InvestmentsLn 11–13$4.5M
Total assetsLn 16$5.3M
LiabilitiesLn 26$0
Net assetsLn 32$5.3M
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$366K$771K
InvestmentsLn 11–13$4.2M$4.5M
Total assetsLn 16$4.6M$5.3M
LiabilitiesLn 26$0$0
Net assetsLn 32$4.6M$5.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$182K$182K
Accounting feesLn 11c$7K$7K
Investment management feesLn 11f$34K$34K
InsuranceLn 23$1K$1K
Total functional expensesLn 25$224K$182K$42K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Jan 27, 2026 $518K$75K$443K$7.0M 990 PDF
FY2024Filed with the IRS May 13, 2025 $326K$203K$123K$6.5M 990 PDF
FY2023Filed with the IRS May 14, 2024 $623K$142K$482K$6.5M 990 PDF
FY2022Filed with the IRS May 12, 2023 $464K$79K$385K$6.1M 990 PDF
FY2021Filed with the IRS Feb 9, 2022 $569K$79K$490K$6.4M 990 PDF
FY2020 ViewingFiled with the IRS Jan 11, 2021 $919K$224K$695K$5.3M 990 PDF

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 $919,095 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $238,659$795,053
I-9 Program service revenue$0
I-10 Investment incomePrior year $150,328$122,842
I-11 Other revenuePrior year $1,200$1,200
I-12 Total revenuePrior year $390,187$919,095
I-13 Grants and similar amounts paidPrior year $158,496$181,732
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $37,598$41,873
I-18 Total expensesPrior year $196,094$223,605
I-19 Revenue less expensesPrior year $194,093$695,490
Part VI · Governance 5 of 5 board members independent, 4 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $919,095 across 8 lines filed
VIII-1d Related organizations$35,996
VIII-1f All other contributions, gifts and grants$759,057
VIII-1g Noncash contributions (included above)$5,162
VIII-1h Total contributions, gifts and grants$795,053
VIII-3 Investment incomeExcluded from tax $124,551$124,551
VIII-7 Net gain or loss on sales of assetsRelated to mission −$1,709−$1,709
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,200$1,200
VIII-12 Total revenueRelated to mission −$509 · Excluded from tax $124,551$919,095
Part IX · Statement of functional expenses $223,605 across 4 lines filed
IX-1 Grants to domestic organizationsPrograms $181,732$181,732
IX-11c Accounting feesManagement $6,510$6,510
IX-11f Investment management feesManagement $34,238$34,238
IX-23 InsuranceManagement $1,125$1,125
IX-25 Total functional expensesPrograms $181,732 · Management $41,873 · Fundraising $0$223,605
Part X · Balance sheet $5,291,971 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $240,744$345,764
X-2 Savings and temporary cash investmentsStart of year $125,000$425,000
X-9 Prepaid expenses and deferred charges$1,125
X-11 Publicly traded securitiesStart of year $4,165,860$4,520,082
X-16 Total assetsStart of year $4,559,894$5,291,971
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $4,427,754$5,190,051
X-28 Net assets with donor restrictionsStart of year $132,140$101,920
X-32 Total net assets or fund balancesStart of year $4,559,894$5,291,971
X-33 Total liabilities and net assetsStart of year $4,559,894$5,291,971
Part XI · Reconciliation of net assets $5,291,971 net assets at year end
XI-1 Total revenue$919,095
XI-2 Total expenses$223,605
XI-3 Revenue less expenses$695,490
XI-4 Net assets at start of year$4,559,894
XI-5 Net unrealized gains (losses) on investments$36,587
XI-10 Net assets at end of year$5,291,971

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

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.