Bartlett House INC FY2020 filing

IRS exemption revoked

Morgantown, WVUnknown exempt organizationEIN 55-0652547Revenue $1.1M in FY2020

On file with the IRSbartletthouse.org10 West Run Road Suite 200 · Morgantown, WV

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Bartlett House addresses homeless issues by providing emergency food, shelter and medical referrals first, one-to-one comprehensive case management to break the cycle of homelessness.

81¢ of each $1 spent went to programs.
$90K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
Revoked
IRS exemption revoked
Concern: the IRS revoked its tax exemption.
IRS Auto-Revocation List
Latest return
FY2022
latest Form 990
Worth a look: the latest return is for FY2022, 4 tax years back; more than 3 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 3
filings with a surplus
Average surplus $146K a year · 10% of revenue · last 3 filings
Fine: a surplus in 2 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
81%
of spending
Looks good: 81% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$90K
to officers and key staff · 7% of spending
Looks good: pay to officers and key staff is 7% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Looks good: 3.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $42K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$5.0M
93% of total assets
Concern: liabilities are 93% of assets; over 80%.
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
$1.1M
Spent
$1.2M
To programs
81%
Net assets
$363K
By yearFY2020–FY2022
Revenue
$1.1M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$1.1M
FY2021$1.8M
FY2022$1.7M
Expenses
$1.2M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$1.2M
FY2021$1.5M
FY2022$1.4M
Net assets
$363K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$363K
FY2021$649K
FY2022$920K

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

Form 990 (PDF) Claim
IRS revoked this organization's tax-exempt status on November 15, 2025
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2022) →

Is it real?

No. The IRS revoked its tax exemption. Latest filing on record: FY2022.

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% · $1.0M Management & general 19% · $233K

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

8 people listed on the 990; $90K 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
$89,945Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2022FY2021FY2020
Keri Demasi$98,520$93,087$89,945

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 15aNo

Programs and updates

Provides food, shelter, and medical help, then offers case management to end homelessness.

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Provided by the organization

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1 program · $1.0M · in their own filed words · FY2019
01

The program provides TRIAGE/OVERNIGHT shelter, bridge housing, rapid rehousing, permanent supportive housing, and affordable housing for individuals ad families. It is designed to break the cycle of poverty and homelessness.

$1.0Mprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 2 funders$42K
Grants paid · 4 grants · $920K · 2019–2021
Unitemized GrantFY2021$253,602
Unitemized GrantFY2020$241,600
Unitemized GrantFY2020$241,600
Unitemized GrantFY2019$183,529

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$1.1M
Ln 12
Gifts and grantsLn 1h$993K
Fees for servicesLn 2g$108K
Other incomeLn 4–11$19K
Money outPt IX
$1.2M
Ln 25
Programscol B$1.0M
Managementcol C$233K
Owns and owesPt X
$363K
net assets · Ln 32
Cash and savingsLn 1–2$316K
Total assetsLn 16$5.4M
LiabilitiesLn 26$5.0M
PeoplePt VI, VII
8
listed · VII A
PaidVII A1
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$993K
Government grantsLn 1e$723K
Noncash giftsLn 1g$116K
Fees for servicesLn 2g$108K
Investment incomeLn 3$659
Other incomeLn 4–11$19K
Gains on assetsLn 7−$536
Total revenueLn 12$1.1M
Assets in detailPt X, end of year
CashLn 1$316K
Cash and savings togetherLn 1–2$316K
InvestmentsLn 11–13$48K
Land, buildings, equipmentLn 10c$4.9M
Total assetsLn 16$5.4M
LiabilitiesLn 26$5.0M
Net assetsLn 32$363K
OperationsPt I, VI
EmployeesI 518
VolunteersI 6108
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 FY20End FY20
Cash and savingsLn 1–2$270K$316K
InvestmentsLn 11–13$47K$48K
Land, buildings, equipmentLn 10c$5.1M$4.9M
Total assetsLn 16$5.4M$5.4M
LiabilitiesLn 26$4.9M$5.0M
Net assetsLn 32$483K$363K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$184K$184K
Pay of current officers, directors and key staffLn 5$90K$90K
Other salaries and wagesLn 7$347K$347K
Pension plan contributionsLn 8$5K$4K$1K
Other employee benefitsLn 9$66K$53K$14K
Payroll taxesLn 10$47K$37K$10K
Accounting feesLn 11c$62K$62K
Office expensesLn 13$38K$25K$13K
OccupancyLn 16$101K$91K$10K
TravelLn 17$4K$4K$398
InterestLn 20$54K$48K$5K
Depreciation, depletion and amortizationLn 22$181K$163K$18K
InsuranceLn 23$26K$23K$3K
Other expenses (24a–d)Ln 24$36K$29K$7K
Total functional expensesLn 25$1.2M$1.0M$233K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2022 Latest $1.7M$1.4M$279K$920K 990 PDF
FY2021 $1.8M$1.5M$279K$649K 990 PDF
FY2020 Viewing $1.1M$1.2M−$120K$363K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $1,120,658 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $965,741$992,552
I-9 Program service revenuePrior year $82,068$108,199
I-10 Investment incomePrior year $12,573$659
I-11 Other revenuePrior year $25,165$19,248
I-12 Total revenuePrior year $1,085,547$1,120,658
I-13 Grants and similar amounts paidPrior year $132,462$183,529
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $534,522$555,555
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $538,621$501,813
I-18 Total expensesPrior year $1,205,605$1,240,897
I-19 Revenue less expensesPrior year −$120,058−$120,239
Part VI · Governance 8 of 8 board members independent, 1 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-15a Process for setting top official's payNo
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
Part VIII · Statement of revenue $1,120,658 across 10 lines filed
VIII-1e Government grants$723,150
VIII-1f All other contributions, gifts and grants$269,402
VIII-1g Noncash contributions (included above)$116,337
VIII-1h Total contributions, gifts and grants$992,552
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $108,199$108,199
VIII-3 Investment incomeExcluded from tax $1,195$1,195
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$536−$536
VIII-8 Net income from fundraising eventsExcluded from tax $17,746$17,746
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $1,502$1,502
VIII-12 Total revenueRelated to mission $108,199 · Unrelated business $0 · Excluded from tax $19,907$1,120,658
Part IX · Statement of functional expenses $1,240,897 across 14 lines filed
IX-2 Grants to domestic individualsPrograms $183,529$183,529
IX-5 Pay of current officers, directors and key staffManagement $89,941$89,941
IX-7 Other salaries and wagesPrograms $347,092$347,092
IX-8 Pension plan contributionsPrograms $4,110 · Management $1,065$5,175
IX-9 Other employee benefitsPrograms $52,693 · Management $13,654$66,347
IX-10 Payroll taxesPrograms $37,327 · Management $9,673$47,000
IX-11c Accounting feesManagement $61,895$61,895
IX-13 Office expensesPrograms $24,821 · Management $13,251$38,072
IX-16 OccupancyPrograms $90,647 · Management $10,072$100,719
IX-17 TravelPrograms $3,587 · Management $398$3,985
IX-20 InterestPrograms $48,403 · Management $5,378$53,781
IX-22 Depreciation, depletion and amortizationPrograms $163,131 · Management $18,126$181,257
IX-23 InsurancePrograms $23,333 · Management $2,592$25,925
IX-24 Other expenses (24a–d)Programs $29,232 · Management $6,947$36,179
IX-25 Total functional expensesPrograms $1,007,905 · Management $232,992 · Fundraising $0$1,240,897
Part X · Balance sheet $5,379,449 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $269,630$316,218
X-3 Pledges and grants receivableStart of year $24,377$94,844
X-4 Accounts receivableStart of year $1,399$26,221
X-9 Prepaid expenses and deferred chargesStart of year $8,321$5,482
X-10c Land, buildings and equipment, netStart of year $5,057,643$4,876,386
X-11 Publicly traded securitiesStart of year $47,145$47,536
X-14 Intangible assetsStart of year $13,447$12,762
X-16 Total assetsStart of year $5,421,962$5,379,449
X-17 Accounts payable and accrued expensesStart of year $60,395$79,922
X-25 Other liabilitiesStart of year $3,000$3,100
X-26 Total liabilitiesStart of year $4,938,510$5,016,504
X-27 Net assets without donor restrictionsStart of year $478,952$362,945
X-28 Net assets with donor restrictionsStart of year $4,500$0
X-32 Total net assets or fund balancesStart of year $483,452$362,945
X-33 Total liabilities and net assetsStart of year $5,421,962$5,379,449
Part XI · Reconciliation of net assets $362,945 net assets at year end
XI-1 Total revenue$1,120,658
XI-2 Total expenses$1,240,897
XI-3 Revenue less expenses−$120,239
XI-4 Net assets at start of year$483,452
XI-5 Net unrealized gains (losses) on investments$593
XI-7 Investment expenses−$861
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$362,945

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

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