Healthy Learners FY2022 filing

Tax-deductible

Cleveland, OH501(c)(3)Human ServicesEIN 57-1127197

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To support the mission of the Sisters of Charity of St. Augustine, Healthy Learners is devoted to removing children's health barriers to learning with love and compassion.

501(c)(3) charity; gifts are tax-deductible.
90¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 5
filings with a surplus
Average deficit $449K a year · 25% of revenue · last 5 filings
Concern: a surplus in 0 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
90%
of spending
Looks good: 90% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
1 mo
of spending, in cash
Fine: 1.4 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $90K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$466K
7% of total assets
Looks good: liabilities are 7% of assets; 50% or less.
Pt X · Ln 26
Independent board members
12
of 14 voting members
Looks good: 12 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.6M
+6% vs prior year
Spent
$2.3M
To programs
90%
Net assets
$5.9M
By yearFY2020–FY2024
Revenue
$1.6M
FY2022▲ +6%
Revenue by fiscal year
FY2020$1.2M
FY2021$1.5M
FY2022$1.6M
FY2023$2.3M
FY2024$2.2M
Expenses
$2.3M
FY2022▲ +34%
Expenses by fiscal year
FY2020$1.7M
FY2021$1.7M
FY2022$2.3M
FY2023$2.5M
FY2024$2.9M
Net assets
$5.9M
FY2022▼ -24%
Net assets by fiscal year
FY2020$7.8M
FY2021$7.8M
FY2022$5.9M
FY2023$6.2M
FY2024$5.9M

From the FY2022 Form 990 · 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 (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 1946.

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

Where the money goes

90 cents of each dollar spent went to programs.

Program services 90% · $2.1M Management & general 5% · $121K Fundraising 4% · $98K

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

16 people listed on the 990.

Part VII, Section A · reportable compensation
Assistant Treasurer
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Executive Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Matthew Younginer’s $8K as Board Member is at the 1st 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.

See Healthy Learners executive salaries →

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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

Removes children's health barriers to learning with love and compassion.

Provided by the organization

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1 program · $2.1M · in their own filed words · FY2022
01

Healthy Learners is on a mission to transform the futures of children in poverty in South Carolina. Research has proven that education is the key for children to go further in life, empowering them to obtain higher-wage jobs, make positive life choices, and learn to invest in their future communities to make them stronger, healthier, and…

$2.1Mprogram 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
See all 3 funders →

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$1.6M
Ln 12
Gifts and grantsLn 1h$1.3M
Investment incomeLn 3$363K
Money outPt IX
$2.3M
Ln 25
Programscol B$2.1M
Managementcol C$121K
Fundraisingcol D$98K
Owns and owesPt X
$5.9M
net assets · Ln 32
Cash and savingsLn 1–2$276K
Total assetsLn 16$6.4M
LiabilitiesLn 26$466K
PeoplePt VI, VII
16
listed · VII A
PaidVII A0
Voting boardVI 1a14
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.3M
Government grantsLn 1e$170K
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$171K
Investment incomeLn 3$363K
Gains on assetsLn 7$295K
Total revenueLn 12$1.6M
Assets in detailPt X, end of year
SavingsLn 2$276K
Cash and savings togetherLn 1–2$276K
InvestmentsLn 11–13$5.8M
Land, buildings, equipmentLn 10c$182K
Total assetsLn 16$6.4M
LiabilitiesLn 26$466K
Net assetsLn 32$5.9M
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
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$562K$276K
InvestmentsLn 11–13$7.0M$5.8M
Land, buildings, equipmentLn 10c$156K$182K
Total assetsLn 16$7.9M$6.4M
LiabilitiesLn 26$136K$466K
Net assetsLn 32$7.8M$5.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$107K$85K$11K$11K
Other salaries and wagesLn 7$1.1M$1.0M$49K$45K
Pension plan contributionsLn 8$80K$73K$4K$4K
Other employee benefitsLn 9$144K$131K$7K$6K
Payroll taxesLn 10$92K$83K$5K$4K
Accounting feesLn 11c$5K$5K
Investment management feesLn 11f$23K$23K
Other fees for servicesLn 11g$19K$19K
Advertising and promotionLn 12$11K$10K$1K
Office expensesLn 13$56K$46K$3K$7K
Information technologyLn 14$43K$36K$2K$6K
OccupancyLn 16$60K$51K$9K
TravelLn 17$57K$56K$1K
Conferences, conventions and meetingsLn 19$14K$14K
Depreciation, depletion and amortizationLn 22$81K$79K$2K
InsuranceLn 23$57K$57K$0
Other expenses (24a–d)Ln 24$278K$266K$0$13K
All other expensesLn 24e$40K$34K$6K$841
Total functional expensesLn 25$2.3M$2.1M$121K$98K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $2.2M$2.9M−$689K$5.9M 990 PDF
FY2023 $2.3M$2.5M−$223K$6.2M 990 PDF
FY2022 Viewing $1.6M$2.3M−$649K$5.9M 990 PDF
FY2021 $1.5M$1.7M−$167K$7.8M 990 PDF
FY2020 $1.2M$1.7M−$518K$7.8M 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 FY2022 990 (4 parts)
Part VIII · Statement of revenue $1,640,268 across 14 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$170,588
VIII-1d Related organizations$155,000
VIII-1e Government grants$169,754
VIII-1f All other contributions, gifts and grants$799,386
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$1,294,728
VIII-3 Investment incomeRelated to mission $0 · Unrelated business $0 · Excluded from tax $67,789$67,789
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-7 Net gain or loss on sales of assetsRelated to mission $0 · Unrelated business $0 · Excluded from tax $295,433$295,433
VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax −$17,682−$17,682
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $345,540$1,640,268
Part IX · Statement of functional expenses $2,289,452 across 18 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $85,372 · Management $10,672 · Fundraising $10,671$106,715
IX-7 Other salaries and wagesPrograms $1,029,213 · Management $49,421 · Fundraising $44,565$1,123,199
IX-8 Pension plan contributionsPrograms $72,674 · Management $3,931 · Fundraising $3,610$80,215
IX-9 Other employee benefitsPrograms $130,527 · Management $6,908 · Fundraising $6,476$143,911
IX-10 Payroll taxesPrograms $82,950 · Management $4,597 · Fundraising $4,225$91,772
IX-11c Accounting feesManagement $5,056$5,056
IX-11f Investment management feesPrograms $22,690$22,690
IX-11g Other fees for servicesManagement $18,750$18,750
IX-12 Advertising and promotionPrograms $10,281 · Fundraising $1,142$11,423
IX-13 Office expensesPrograms $45,883 · Management $2,798 · Fundraising $7,274$55,955
IX-14 Information technologyPrograms $35,542 · Management $2,167 · Fundraising $5,635$43,344
IX-16 OccupancyPrograms $50,640 · Management $8,938$59,578
IX-17 TravelPrograms $55,569 · Fundraising $1,134$56,703
IX-19 Conferences, conventions and meetingsPrograms $13,737$13,737
IX-22 Depreciation, depletion and amortizationPrograms $78,763 · Management $2,020$80,783
IX-23 InsurancePrograms $57,106 · Management $0$57,106
IX-24 Other expenses (24a–d)Programs $265,591 · Management $0 · Fundraising $12,876$278,467
IX-24e All other expensesPrograms $33,560 · Management $5,647 · Fundraising $841$40,048
IX-25 Total functional expensesPrograms $2,070,098 · Management $120,905 · Fundraising $98,449$2,289,452
Part X · Balance sheet $6,388,571 assets, 14 lines filed
X-2 Savings and temporary cash investmentsStart of year $561,722$275,702
X-3 Pledges and grants receivableStart of year $163,803$81,992
X-9 Prepaid expenses and deferred chargesStart of year $50,410$58,917
X-10c Land, buildings and equipment, netStart of year $156,256$181,765
X-11 Publicly traded securitiesStart of year $7,011,946$5,790,195
X-16 Total assetsStart of year $7,944,137$6,388,571
X-17 Accounts payable and accrued expensesStart of year $136,349$148,122
X-19 Deferred revenue$317,951
X-25 Other liabilitiesStart of year $0$0
X-26 Total liabilitiesStart of year $136,349$466,073
X-27 Net assets without donor restrictionsStart of year $7,672,148$5,922,498
X-28 Net assets with donor restrictionsStart of year $135,640$0
X-32 Total net assets or fund balancesStart of year $7,807,788$5,922,498
X-33 Total liabilities and net assetsStart of year $7,944,137$6,388,571
Part XI · Reconciliation of net assets $5,922,498 net assets at year end
XI-1 Total revenue$1,640,268
XI-2 Total expenses$2,289,452
XI-3 Revenue less expenses−$649,184
XI-4 Net assets at start of year$7,807,788
XI-5 Net unrealized gains (losses) on investments−$1,236,106
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-10 Net assets at end of year$5,922,498

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

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