Harmonium is a community-based non-profit agency established in 1975. Our mission is to promote well-being and self-sufficiency in children, youth, and adults.

501(c)(3) charity; gifts are tax-deductible.
86¢ of each $1 spent went to programs.
$418K 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

FY2022 · 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
3 of 5
filings with a surplus
Average surplus $123K a year · 1% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
86%
of spending
Looks good: 86% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$418K
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
2 mo
of spending, in cash
Fine: 2.4 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $68K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.3M
37% of total assets
Looks good: liabilities are 37% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$10.2M
+38% vs prior year
Spent
$9.0M
To programs
86%
Net assets
$2.2M
By yearFY2021–FY2025
Revenue
$10.2M
FY2022▲ +38%
Tap a bar for its year
Revenue by fiscal year
FY2021$7.4M
FY2022$10.2M
FY2023$11.8M
FY2024$16.0M
FY2025$15.3M
Expenses
$9.0M
FY2022▲ +16%
Tap a bar for its year
Expenses by fiscal year
FY2021$7.8M
FY2022$9.0M
FY2023$12.1M
FY2024$16.0M
FY2025$15.2M
Net assets
$2.2M
FY2022▲ +113%
Tap a bar for its year
Net assets by fiscal year
FY2021$1.0M
FY2022$2.2M
FY2023$1.9M
FY2024$2.0M
FY2025$2.0M

From the FY2022 Form 990 (year ending June 2022) · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 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 Nov 1975.

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

Where the money goes

86 cents of each dollar spent went to programs.

Program services 86% · $7.7M Management & general 14% · $1.3M

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; $418K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Chief Executive Officer
$170,100Pt VII · Sec A
Human Resources Director
$112,398Pt VII · Sec A
Chief Programs Officer
$112,398Pt VII · Sec A
Chief Financial Officer
$23,416Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Rosa Ana Lozada’s $235K as Chief Executive Officer is at the 58th percentile of top reported officer pay among 3122 $10–100M 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 · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Rosa Ana Lozada$235,145$168,572$175,603$170,100$148,575
Carole Steele$156,151$133,600$115,106$112,398$98,175
Melissa Sande——$126,332$112,398$97,915
Vanessa Arteaga$121,558$107,588———
Teresa Ceotto$116,084————
Zohreh Sadatrafiei$101,755————
Miguel Vasquez——$78,671$23,416—
Phil Hitch————$65,388

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.

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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 15aYes

Programs and updates

Promotes well-being and self-sufficiency for children, youth, and adults.

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Provided by the organization

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3 programs · $7.6M · in their own filed words · FY2021
01

The Childrens Program Division offers services to over 4,500 school age students in San Diego. Our caring and experienced staff is trained to foster a safe, creative, and educational environment for children with activities in arts and crafts, science, music, martial arts, sports and more.Extended School Day Programs are known as…

$7.3Mprogram expense
02

Family/Youth Partner Program provides support to children/youth 5-21 in Southeastern San Diego, in navigating and assessing behavioral health and other public systems and resources.

$311Kprogram expense
03

Our Community Behavioral Health Services CBHS department provides counseling and related services by highly trained professionals, tailored to meet the needs of individuals, families and communities. Services are provided at our main counseling offices as well as neighborhood locations.

$22Kprogram 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 · FY2024
Total grants receivedfrom 1 funder$68K

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$10.2M
Ln 12
Fees for servicesLn 2g$8.9M
Gifts and grantsLn 1h$1.3M
Other incomeLn 4–11$10K
Money outPt IX
$9.0M
Ln 25
Programscol B$7.7M
Managementcol C$1.3M
Owns and owesPt X
$2.2M
net assets · Ln 32
Cash and savingsLn 1–2$1.8M
Total assetsLn 16$3.4M
LiabilitiesLn 26$1.3M
PeoplePt VI, VII
13
listed · VII A
PaidVII A4
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.3M
Government grantsLn 1e$1.0M
Noncash giftsLn 1g$35K
Fees for servicesLn 2g$8.9M
Investment incomeLn 3$7K
Other incomeLn 4–11$10K
Total revenueLn 12$10.2M
Assets in detailPt X, end of year
CashLn 1$1.7M
SavingsLn 2$96K
Cash and savings togetherLn 1–2$1.8M
Land, buildings, equipmentLn 10c$339K
Total assetsLn 16$3.4M
LiabilitiesLn 26$1.3M
Net assetsLn 32$2.2M
OperationsPt I, VI
EmployeesI 5443
VolunteersI 614
Fiscal year endsHeaderJune
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 FY22End FY22
Cash and savingsLn 1–2$1.6M$1.8M
Land, buildings, equipmentLn 10c$265K$339K
Total assetsLn 16$3.1M$3.4M
LiabilitiesLn 26$2.1M$1.3M
Net assetsLn 32$1.0M$2.2M
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$418K$141K$277K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$5.3M$4.8M$543K
Pension plan contributionsLn 8$18K$14K$4K
Other employee benefitsLn 9$272K$246K$25K
Payroll taxesLn 10$471K$405K$66K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$0
Lobbying feesLn 11d$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$224K$145K$79K
Advertising and promotionLn 12$0
Office expensesLn 13$246K$235K$12K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$411K$268K$144K
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$69K$6K$62K
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$22K$22K$308
InsuranceLn 23$90K$78K$12K
Other expenses (24a–d)Ln 24$1.4M$1.3M$78K
All other expensesLn 24e$0
Total functional expensesLn 25$9.0M$7.7M$1.3M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $15.3M$15.2M$11K$2.0M 990 PDF
FY2024 $16.0M$16.0M$90K$2.0M 990 PDF
FY2023 $11.8M$12.1M−$226K$1.9M 990 PDF
FY2022 Viewing $10.2M$9.0M$1.1M$2.2M 990 PDF
FY2021 $7.4M$7.8M−$409K$1.0M 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 M · Noncash J · Pay O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $10,151,613 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $38,751$1,281,747
I-9 Program service revenuePrior year $7,219,308$8,852,792
I-10 Investment incomePrior year $10,420$6,902
I-11 Other revenuePrior year $101,652$10,172
I-12 Total revenuePrior year $7,370,131$10,151,613
I-13 Grants and similar amounts paidPrior year $844$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $5,407,703$6,515,712
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $2,370,329$2,488,272
I-18 Total expensesPrior year $7,778,876$9,003,984
I-19 Revenue less expensesPrior year −$408,745$1,147,629
Part VI · Governance 9 of 9 board members independent, no flags
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
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
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $10,151,613 across 8 lines filed
VIII-1e Government grants$1,002,657
VIII-1f All other contributions, gifts and grants$279,090
VIII-1g Noncash contributions (included above)$34,747
VIII-1h Total contributions, gifts and grants$1,281,747
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $8,852,792$8,852,792
VIII-3 Investment incomeExcluded from tax $6,902$6,902
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $10,172$10,172
VIII-12 Total revenueRelated to mission $8,852,792 · Excluded from tax $17,074$10,151,613
Part IX · Statement of functional expenses $9,003,984 across 30 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 $140,971 · Management $277,341$418,312
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $4,794,161 · Management $542,616$5,336,777
IX-8 Pension plan contributionsPrograms $14,197 · Management $3,669$17,866
IX-9 Other employee benefitsPrograms $246,220 · Management $25,301$271,521
IX-10 Payroll taxesPrograms $404,920 · Management $66,316$471,236
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting fees$0
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $145,193 · Management $79,080$224,273
IX-12 Advertising and promotion$0
IX-13 Office expensesPrograms $234,651 · Management $11,778$246,429
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $267,906 · Management $143,564$411,470
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 InterestPrograms $6,350 · Management $62,319$68,669
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $22,090 · Management $308$22,398
IX-23 InsurancePrograms $77,671 · Management $11,847$89,518
IX-24 Other expenses (24a–d)Programs $1,347,566 · Management $77,949$1,425,515
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $7,701,896 · Management $1,302,088 · Fundraising $0$9,003,984
Part X · Balance sheet $3,437,526 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $1,489,473$1,712,308
X-2 Savings and temporary cash investmentsStart of year $96,431$96,439
X-3 Pledges and grants receivableStart of year $1,106,740$1,129,029
X-9 Prepaid expenses and deferred chargesStart of year $154,140$160,502
X-10c Land, buildings and equipment, netStart of year $265,397$339,248
X-16 Total assetsStart of year $3,112,181$3,437,526
X-17 Accounts payable and accrued expensesStart of year $548,204$885,600
X-19 Deferred revenueStart of year $73,113$27,757
X-26 Total liabilitiesStart of year $2,093,374$1,271,090
X-27 Net assets without donor restrictionsStart of year $998,952$2,134,557
X-28 Net assets with donor restrictionsStart of year $19,855$31,879
X-32 Total net assets or fund balancesStart of year $1,018,807$2,166,436
X-33 Total liabilities and net assetsStart of year $3,112,181$3,437,526
Part XI · Reconciliation of net assets $2,166,436 net assets at year end
XI-1 Total revenue$10,151,613
XI-2 Total expenses$9,003,984
XI-3 Revenue less expenses$1,147,629
XI-4 Net assets at start of year$1,018,807
XI-10 Net assets at end of year$2,166,436

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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