Hearthstone Congregate Housing: FY2020 Nonprofit Profile & Form 990 (EIN 47-0746808)

Revenue by fiscal year
FY2020	$192K
FY2021	$171K
FY2022	$199K
FY2023	$227K

Expenses by fiscal year
FY2020	$185K
FY2021	$182K
FY2022	$197K
FY2023	$202K

Net assets by fiscal year
FY2020	−$78K
FY2021	−$89K
FY2022	−$87K
FY2023	$44K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023. IRS ruling in Jul 2000.

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

Where the money goes

90 cents of each dollar spent went to programs.

90%

Program services 90% · $167K Management & general 10% · $18K

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

5 people listed on the 990.

Part VII, Section A · reportable compensation

Charles Harris

Chairperson

$0Pt VII · Sec A

Shirley Witte

Secretary

$0Pt VII · Sec A

Cyrus North

Board Member

$0Pt VII · Sec A

Kristie Holoch

Board Member

$0Pt VII · Sec A

Kelly Thomas

Board Member

$0Pt VII · Sec A

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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 2Yes
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Builds affordable homes for seniors and people with disabilities.

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Provided by the organization

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1 program · $167K · in their own filed words · FY2020

01

The program is a 20 unit residential facility providing affordable housing for the elderly AND/OR handicapped.

$167Kprogram expense

By the numbers

The FY2020 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$192K

Ln 12

Gifts and grantsLn 1h$121K

Fees for servicesLn 2g$67K

Investment incomeLn 3$3K

Money outPt IX

$185K

Ln 25

Programscol B$167K

Managementcol C$18K

Owns and owesPt X

−$78K

net assets · Ln 32

Cash and savingsLn 1–2$21K

Total assetsLn 16$602K

LiabilitiesLn 26$680K

PeoplePt VI, VII

5

listed · VII A

PaidVII A0

Voting boardVI 1a5

IndependentVI 1b0

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$121K

Government grantsLn 1e$121K

Noncash giftsLn 1g$0

Fundraising eventsLn 1c$0

Fees for servicesLn 2g$67K

Investment incomeLn 3$3K

Total revenueLn 12$192K

Assets in detailPt X, end of year

CashLn 1$12K

SavingsLn 2$10K

Cash and savings togetherLn 1–2$21K

InvestmentsLn 11–13$0

Land, buildings, equipmentLn 10c$430K

Other assetsLn 15$145K

Total assetsLn 16$602K

LiabilitiesLn 26$680K

Net assetsLn 32−$78K

OperationsPt I, VI

EmployeesI 50

VolunteersI 60

Fiscal year endsHeaderDecember

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

Line	Start FY20	End FY20
Cash and savingsLn 1–2	$19K	$21K
InvestmentsLn 11–13	$0	$0
Land, buildings, equipmentLn 10c	$452K	$430K
Total assetsLn 16	$605K	$602K
LiabilitiesLn 26	$691K	$680K
Net assetsLn 32	−$85K	−$78K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Management feesLn 11a	$13K	$0	$13K	$0
Legal feesLn 11b	$0	$0	$0	$0
Accounting feesLn 11c	$4K	$0	$4K	$0
Lobbying feesLn 11d	$0	$0	$0	$0
Professional fundraising feesLn 11e	$0			$0
Investment management feesLn 11f	$0	$0	$0	$0
Other fees for servicesLn 11g	$0	$0	$0	$0
Advertising and promotionLn 12	$315	$315	$0	$0
Office expensesLn 13	$240	$240	$0	$0
Information technologyLn 14	$0	$0	$0	$0
RoyaltiesLn 15	$0	$0	$0	$0
OccupancyLn 16	$139K	$139K	$0	$0
TravelLn 17	$0	$0	$0	$0
Travel and entertainment for public officialsLn 18	$0	$0	$0	$0
Conferences, conventions and meetingsLn 19	$0	$0	$0	$0
InterestLn 20	$0	$0	$0	$0
Payments to affiliatesLn 21	$0	$0	$0	$0
Depreciation, depletion and amortizationLn 22	$24K	$24K	$0	$0
InsuranceLn 23	$0	$0	$0	$0
Other expenses (24a–d)Ln 24	$3K	$3K	$0	$0
All other expensesLn 24e	$0	$0	$0	$0
Total functional expensesLn 25	$185K	$167K	$18K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2023 Latest	$227K	$202K	$25K	$44K	990 PDF
FY2022	$199K	$197K	$2K	−$87K	990 PDF
FY2021	$171K	$182K	−$11K	−$89K	990 PDF
FY2020 Viewing	$192K	$185K	$7K	−$78K	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 $191,935 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $119,795$121,487

I-9 Program service revenuePrior year $67,839$67,399

I-10 Investment incomePrior year $2,733$3,049

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $190,367$191,935

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 $182,359$184,502

I-18 Total expensesPrior year $182,359$184,502

I-19 Revenue less expensesPrior year $8,008$7,433

Part VI · Governance 0 of 5 board members independent, 4 to look at

VI-1a Voting members of the governing body5

VI-1b Independent voting members0

VI-2 Family or business relationship among officers or directorsYes

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-12a Written conflict of interest policyYes

Part VIII · Statement of revenue $191,935 across 14 lines filed

VIII-1a Federated campaigns$0

VIII-1b Membership dues$0

VIII-1c Fundraising events$0

VIII-1d Related organizations$0

VIII-1e Government grants$121,487

VIII-1f All other contributions, gifts and grants$0

VIII-1g Noncash contributions (included above)$0

VIII-1h Total contributions, gifts and grants$121,487

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $67,399 · Unrelated business $0 · Excluded from tax $0$67,399

VIII-3 Investment incomeRelated to mission $3,049 · Unrelated business $0 · Excluded from tax $0$3,049

VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0

VIII-6 Net rental income or lossRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0

VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $0$0

VIII-12 Total revenueRelated to mission $70,448 · Unrelated business $0 · Excluded from tax $0$191,935

Part IX · Statement of functional expenses $184,502 across 21 lines filed

IX-11a Management feesPrograms $0 · Management $13,394 · Fundraising $0$13,394

IX-11b Legal feesPrograms $0 · Management $0 · Fundraising $0$0

IX-11c Accounting feesPrograms $0 · Management $4,350 · Fundraising $0$4,350

IX-11d Lobbying feesPrograms $0 · Management $0 · Fundraising $0$0

IX-11e Professional fundraising feesFundraising $0$0

IX-11f Investment management feesPrograms $0 · Management $0 · Fundraising $0$0

IX-11g Other fees for servicesPrograms $0 · Management $0 · Fundraising $0$0

IX-12 Advertising and promotionPrograms $315 · Management $0 · Fundraising $0$315

IX-13 Office expensesPrograms $240 · Management $0 · Fundraising $0$240

IX-14 Information technologyPrograms $0 · Management $0 · Fundraising $0$0

IX-15 RoyaltiesPrograms $0 · Management $0 · Fundraising $0$0

IX-16 OccupancyPrograms $139,411 · Management $0 · Fundraising $0$139,411

IX-17 TravelPrograms $0 · Management $0 · Fundraising $0$0

IX-18 Travel and entertainment for public officialsPrograms $0 · Management $0 · Fundraising $0$0

IX-19 Conferences, conventions and meetingsPrograms $0 · Management $0 · Fundraising $0$0

IX-20 InterestPrograms $0 · Management $0 · Fundraising $0$0

IX-21 Payments to affiliatesPrograms $0 · Management $0 · Fundraising $0$0

IX-22 Depreciation, depletion and amortizationPrograms $23,883 · Management $0 · Fundraising $0$23,883

IX-23 InsurancePrograms $0 · Management $0 · Fundraising $0$0

IX-24 Other expenses (24a–d)Programs $2,909 · Management $0 · Fundraising $0$2,909

IX-24e All other expensesPrograms $0 · Management $0 · Fundraising $0$0

IX-25 Total functional expensesPrograms $166,758 · Management $17,744 · Fundraising $0$184,502

Part X · Balance sheet $602,316 assets, 24 lines filed

X-1 Cash, non-interest-bearingStart of year $9,211$11,673

X-2 Savings and temporary cash investmentsStart of year $9,920$9,592

X-3 Pledges and grants receivableStart of year $0$0

X-4 Accounts receivableStart of year $1,204$942

X-8 Inventories for sale or useStart of year $0$0

X-9 Prepaid expenses and deferred chargesStart of year $2,491$4,728

X-10c Land, buildings and equipment, netStart of year $452,314$430,481

X-11 Publicly traded securitiesStart of year $0$0

X-12 Other securitiesStart of year $0$0

X-13 Program-related investmentsStart of year $0$0

X-14 Intangible assetsStart of year $0$0

X-15 Other assetsStart of year $130,016$144,900

X-16 Total assetsStart of year $605,156$602,316

X-17 Accounts payable and accrued expensesStart of year $14,815$16,509

X-18 Grants payableStart of year $0$0

X-19 Deferred revenueStart of year $0$0

X-20 Tax-exempt bond liabilitiesStart of year $0$0

X-24 Unsecured notes and loans payableStart of year $0$0

X-25 Other liabilitiesStart of year $6,410$5,320

X-26 Total liabilitiesStart of year $690,501$680,228

X-27 Net assets without donor restrictionsStart of year −$85,345−$77,912

X-28 Net assets with donor restrictionsStart of year $0$0

X-32 Total net assets or fund balancesStart of year −$85,345−$77,912

X-33 Total liabilities and net assetsStart of year $605,156$602,316

Part XI · Reconciliation of net assets −$77,912 net assets at year end

XI-1 Total revenue$191,935

XI-2 Total expenses$184,502

XI-3 Revenue less expenses$7,433

XI-4 Net assets at start of year−$85,345

XI-5 Net unrealized gains (losses) on investments$0

XI-6 Donated services and use of facilities$0

XI-7 Investment expenses$0

XI-8 Prior period adjustments$0

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year−$77,912

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

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Hearthstone Congregate Housing FY2020 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Hearthstone Congregate Housing

By the numbers

Filing history

Schedules filed Part IV