Anns Heart FY2023 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.
71¢ of each $1 spent went to programs.
$1K 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

FY2023 · 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
71%
of spending
Fine: 71% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1K
to officers and key staff · 0.2% of spending
Looks good: pay to officers and key staff is 0% of spending; 15% or less.
Pt VII · Sec A
4 mo
of spending, in cash
Looks good: 3.9 months of spending in cash; 3 or more.
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
$11K
4% of total assets
Looks good: liabilities are 4% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$867K
+77% vs prior year
Spent
$695K
To programs
71%
Net assets
$241K
By yearFY2020–FY2025
Revenue
$867K
FY2023▲ +77%
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
$695K
FY2023▲ +26%
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
$241K
FY2023▲ +250%
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 FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 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

71 cents of each dollar spent went to programs.

Program services 71% · $497K Management & general 7% · $47K Fundraising 22% · $151K

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

13 people listed on the 990; $1K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
$1,178Pt VII · Sec A
President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
$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 · $497K · in their own filed words · FY2022
01

The home of education, arts, resources, and technology (heart)is a community education center providing free community services to phoenixville area residents.

$249Kprogram expense
02

The center for emergency resources at ann's heart (cerah)provides year-round emergency services including weather-dependent shelter, access to critical resources and housing case management.

$248Kprogram 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 FY2023 990, line by line.

1The main four
Money inPt VIII
$867K
Ln 12
Gifts and grantsLn 1h$779K
Other incomeLn 4–11$88K
Investment incomeLn 3$453
Money outPt IX
$695K
Ln 25
Programscol B$497K
Managementcol C$47K
Fundraisingcol D$151K
Owns and owesPt X
$241K
net assets · Ln 32
Cash and savingsLn 1–2$226K
Total assetsLn 16$251K
LiabilitiesLn 26$11K
PeoplePt VI, VII
13
listed · VII A
PaidVII A1
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$779K
Investment incomeLn 3$453
Other incomeLn 4–11$88K
Gains on assetsLn 7$0
Total revenueLn 12$867K
Assets in detailPt X, end of year
SavingsLn 2$226K
Cash and savings togetherLn 1–2$226K
Other assetsLn 15$25K
Total assetsLn 16$251K
LiabilitiesLn 26$11K
Net assetsLn 32$241K
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 FY23End FY23
Cash and savingsLn 1–2$69K$226K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$69K$251K
LiabilitiesLn 26$0$11K
Net assetsLn 32$69K$241K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$1K$872$24$282
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$376K$279K$8K$90K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$28K$21K$568$7K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$1K$1K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$5K$5K
Advertising and promotionLn 12$54K$2K$51K
Office expensesLn 13$0
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$5K$5K
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$9K$8K$1K$340
Other expenses (24a–d)Ln 24$174K$166K$6K$2K
All other expensesLn 24e$40K$17K$23K$100
Total functional expensesLn 25$695K$497K$47K$151K

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
FY2023 ViewingFiled 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
FY2020Filed 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 FY2023 990 (6 parts)
Part I · Summary $866,633 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $354,189$778,639
I-9 Program service revenue$0
I-10 Investment incomePrior year $2,449$453
I-11 Other revenuePrior year $133,015$87,541
I-12 Total revenuePrior year $489,653$866,633
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $275,781$405,965
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $277,333$288,814
I-18 Total expensesPrior year $553,114$694,779
I-19 Revenue less expensesPrior year −$63,461$171,854
Part VI · Governance 13 of 13 board members independent, 2 to look at
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
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 $866,633 across 9 lines filed
VIII-1f All other contributions, gifts and grants$778,639
VIII-1h Total contributions, gifts and grants$778,639
VIII-3 Investment incomeExcluded from tax $453$453
VIII-5 Royalties$0
VIII-6 Net rental income or lossRelated to mission $17,905$17,905
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising eventsExcluded from tax $68,440$68,440
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,196$1,196
VIII-12 Total revenueRelated to mission $19,101 · Excluded from tax $68,893$866,633
Part IX · Statement of functional expenses $694,779 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $872 · Management $24 · Fundraising $282$1,178
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $278,842 · Management $7,528 · Fundraising $90,017$376,387
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxesPrograms $21,040 · Management $568 · Fundraising $6,792$28,400
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $1,428$1,428
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesManagement $5,000$5,000
IX-12 Advertising and promotionManagement $2,340 · Fundraising $51,367$53,707
IX-13 Office expenses$0
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $4,800$4,800
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 InsurancePrograms $7,638 · Management $1,437 · Fundraising $340$9,415
IX-24 Other expenses (24a–d)Programs $166,426 · Management $5,891 · Fundraising $1,769$174,086
IX-24e All other expensesPrograms $17,094 · Management $23,184 · Fundraising $100$40,378
IX-25 Total functional expensesPrograms $496,712 · Management $47,400 · Fundraising $150,667$694,779
Part X · Balance sheet $251,156 assets, 22 lines filed
X-1 Cash, non-interest-bearingStart of year $68,745$0
X-2 Savings and temporary cash investments$226,156
X-3 Pledges and grants receivable$0
X-4 Accounts receivable$0
X-5 Loans to officers and key people$0
X-6 Loans to other insiders$0
X-7 Notes and loans receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$25,000
X-16 Total assetsStart of year $68,745$251,156
X-25 Other liabilities$10,557
X-26 Total liabilitiesStart of year $0$10,557
X-27 Net assets without donor restrictionsStart of year $52,162$47,098
X-28 Net assets with donor restrictionsStart of year $16,583$193,501
X-32 Total net assets or fund balancesStart of year $68,745$240,599
X-33 Total liabilities and net assetsStart of year $68,745$251,156
Part XI · Reconciliation of net assets $240,599 net assets at year end
XI-1 Total revenue$866,633
XI-2 Total expenses$694,779
XI-3 Revenue less expenses$171,854
XI-4 Net assets at start of year$68,745
XI-10 Net assets at end of year$240,599

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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