Anns Heart FY2020 filing

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The mission of ann's Heart is to provide a place of welcome and human services to all phoenixville area people

501(c)(3) charity; gifts are tax-deductible.
77¢ of each $1 spent went to programs.
$67K 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
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
5 of 6
filings with a surplus
Average surplus $368K a year · 37% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
77%
of spending
Looks good: 77% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$67K
to officers and key staff · 28% of spending
Worth a look: pay to officers and key staff is 28% of spending; over 20%.
Pt VII · Sec A
3 mo
of spending, in cash
Fine: 2.9 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $14K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% 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
$274K
Spent
$243K
To programs
77%
Net assets
$59K
By yearFY2020–FY2025
Revenue
$274K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$274K
FY2021$438K
FY2022$490K
FY2023$867K
FY2024$1.5M
FY2025$2.4M
Expenses
$243K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$243K
FY2021$364K
FY2022$553K
FY2023$695K
FY2024$893K
FY2025$1.1M
Net assets
$59K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$59K
FY2021$132K
FY2022$69K
FY2023$241K
FY2024$889K
FY2025$2.2M

From the FY2020 Form 990 (year ending June 2020) · 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 (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 2015.

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

Where the money goes

77 cents of each dollar spent went to programs.

Program services 77% · $186K Management & general 10% · $23K Fundraising 14% · $33K

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

9 people listed on the 990; $67K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Executive Director
$67,253Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Board Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Elizabeth Burckley’s $1K as Member is at the 0th percentile of top reported officer pay among 3869 $1–10M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2023FY2022FY2021FY2020
Kristen McGee—$72,407$63,670$67,253
Elizabeth Burckley$1,178———

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.

See Anns Heart 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 15aYes

Programs and updates

Offers welcome and human services to all Phoenixville area people.

Questions for Anns Heart

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2 programs · $186K · in their own filed words · FY2019
01

Heart Community Center

Provides various free community services to phoenixville area residents

$116Kprogram expense
02

Code Blue Overnight Emergency Warming Center

Provides a cold weather, overnight center for men, women and families.

$70Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$14K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$274K
Ln 12
Gifts and grantsLn 1h$198K
Other incomeLn 4–11$68K
Fees for servicesLn 2g$5K
Money outPt IX
$243K
Ln 25
Programscol B$186K
Managementcol C$23K
Fundraisingcol D$33K
Owns and owesPt X
$59K
net assets · Ln 32
Cash and savingsLn 1–2$59K
Total assetsLn 16$59K
LiabilitiesLn 26$0
PeoplePt VI, VII
9
listed · VII A
PaidVII A1
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$198K
Fees for servicesLn 2g$5K
Investment incomeLn 3$3K
Other incomeLn 4–11$68K
Total revenueLn 12$274K
Assets in detailPt X, end of year
CashLn 1$59K
Cash and savings togetherLn 1–2$59K
Total assetsLn 16$59K
LiabilitiesLn 26$0
Net assetsLn 32$59K
OperationsPt I, VI
EmployeesI 513
VolunteersI 6150
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
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$28K$59K
Total assetsLn 16$28K$59K
LiabilitiesLn 26$0$0
Net assetsLn 32$28K$59K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of disqualified personsLn 6$67K$58K$9K
Other salaries and wagesLn 7$33K$28K$4K
Payroll taxesLn 10$6K$5K$835
Accounting feesLn 11c$5K$5K
Advertising and promotionLn 12$33K$33K
OccupancyLn 16$17K$17K
InsuranceLn 23$8K$7K$884
Other expenses (24a–d)Ln 24$74K$71K$3K
Total functional expensesLn 25$243K$186K$23K$33K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Nov 13, 2025 $2.4M$1.1M$1.3M$2.2M 990 PDF
FY2024Filed with the IRS Nov 14, 2024 $1.5M$893K$649K$889K 990 PDF
FY2023Filed with the IRS Nov 10, 2023 $867K$695K$172K$241K 990 PDF
FY2022Filed with the IRS Jan 25, 2023 $490K$553K−$63K$69K 990 PDF
FY2021Filed with the IRS Dec 17, 2021 $438K$364K$73K$132K 990 PDF
FY2020 ViewingFiled with the IRS Jul 6, 2021 $274K$243K$31K$59K 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 $273,869 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $122,900$198,467
I-9 Program service revenuePrior year $0$4,525
I-10 Investment incomePrior year $401$2,853
I-11 Other revenuePrior year $18,353$68,024
I-12 Total revenuePrior year $141,654$273,869
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 $101,043$106,054
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $82,024$136,504
I-18 Total expensesPrior year $183,067$242,558
I-19 Revenue less expensesPrior year −$41,413$31,311
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-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $273,869 across 6 lines filed
VIII-1f All other contributions, gifts and grants$198,467
VIII-1h Total contributions, gifts and grants$198,467
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $4,525$4,525
VIII-3 Investment incomeExcluded from tax $2,853$2,853
VIII-8 Net income from fundraising eventsExcluded from tax $68,024$68,024
VIII-12 Total revenueRelated to mission $4,525 · Unrelated business $0 · Excluded from tax $70,877$273,869
Part IX · Statement of functional expenses $242,558 across 8 lines filed
IX-6 Pay of disqualified personsPrograms $58,016 · Management $9,237$67,253
IX-7 Other salaries and wagesPrograms $28,224 · Management $4,494$32,718
IX-10 Payroll taxesPrograms $5,248 · Management $835$6,083
IX-11c Accounting feesManagement $5,244$5,244
IX-12 Advertising and promotionFundraising $32,901$32,901
IX-16 OccupancyPrograms $16,848$16,848
IX-23 InsurancePrograms $7,037 · Management $884$7,921
IX-24 Other expenses (24a–d)Programs $71,011 · Management $2,579$73,590
IX-25 Total functional expensesPrograms $186,384 · Management $23,273 · Fundraising $32,901$242,558
Part X · Balance sheet $59,005 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $27,694$59,005
X-16 Total assetsStart of year $27,694$59,005
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $27,694$59,005
X-32 Total net assets or fund balancesStart of year $27,694$59,005
X-33 Total liabilities and net assetsStart of year $27,694$59,005
Part XI · Reconciliation of net assets $59,005 net assets at year end
XI-1 Total revenue$273,869
XI-2 Total expenses$242,558
XI-3 Revenue less expenses$31,311
XI-4 Net assets at start of year$27,694
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$59,005

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

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