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Worc Haven INC FY2020 filing

Tax-deductible

Miami, FL501(c)(3) EIN 59-2274454Revenue $150K in FY2020

On file with the IRSsunrisegroup.org9040 Sunset Drive, 33173-3432 · Miami, FLTax-exempt since Sep 1983Publicly supported — 509(a)(2)

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The mission is to create valued lives for people with disabilities.

501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2020 · 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
0 of 6
filings with a surplus
Average deficit $40K a year · 27% of revenue · last 6 filings
Concern: a surplus in 0 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
3 mo
of spending, in cash
Looks good: 3.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$243K
36% of total assets
Looks good: liabilities are 36% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 3 voting members
Looks good: 3 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$150K
Spent
$202K
To programs
91%
Net assets
$435K
By yearFY2020–FY2025
Revenue
$150K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$150K
FY2021$147K
FY2022$143K
FY2023$156K
FY2024$156K
FY2025$151K
Expenses
$202K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$202K
FY2021$184K
FY2022$183K
FY2023$193K
FY2024$191K
FY2025$190K
Net assets
$435K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$435K
FY2021$431K
FY2022$420K
FY2023$456K
FY2024$443K
FY2025$484K

From the FY2020 Form 990 (year ending June 2020) · see the original

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You’re viewing the FY2020 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 Sep 1983.

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

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $184K Management & general 9% · $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

6 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Zachary Wray
President
$0Pt VII · Sec A
John Kelleher CPA
Secretary/Treasurer
$0Pt VII · Sec A
Sherri Potter
Assistant Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Worc Haven INC 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 15aNo

Programs and updates

Empowering people with disabilities to lead fulfilling and valued lives.

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Provided by the organization

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1 program · $184K · in their own filed words · FY2019
01

The organization provides housing, food and activities to mentally challenged residents in a congregate living facility in the state of florida. Currently, the program serves 15 residents.

$184Kprogram expense

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$150K
Ln 12
Fees for servicesLn 2g$150K
Investment incomeLn 3$148
Money outPt IX
$202K
Ln 25
Programscol B$184K
Managementcol C$18K
Owns and owesPt X
$435K
net assets · Ln 32
Cash and savingsLn 1–2$50K
Total assetsLn 16$678K
LiabilitiesLn 26$243K
PeoplePt VI, VII
6
listed · VII A
PaidVII A0
Voting boardVI 1a3
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$150K
Investment incomeLn 3$148
Total revenueLn 12$150K
Assets in detailPt X, end of year
CashLn 1$14K
SavingsLn 2$36K
Cash and savings togetherLn 1–2$50K
Land, buildings, equipmentLn 10c$627K
Other assetsLn 15$1K
Total assetsLn 16$678K
LiabilitiesLn 26$243K
Net assetsLn 32$435K
OperationsPt I, VI
EmployeesI 50
VolunteersI 63
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$96K$50K
Land, buildings, equipmentLn 10c$662K$627K
Total assetsLn 16$760K$678K
LiabilitiesLn 26$298K$243K
Net assetsLn 32$462K$435K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Management feesLn 11a$8K$8K
Accounting feesLn 11c$11K$11K
Other fees for servicesLn 11g$22K$22K
Office expensesLn 13$4K$4K
OccupancyLn 16$52K$52K
TravelLn 17$10K$10K
InterestLn 20$23K$23K
Depreciation, depletion and amortizationLn 22$42K$42K
Other expenses (24a–d)Ln 24$32K$32K
Total functional expensesLn 25$202K$184K$18K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $151K$190K−$39K$484K 990 PDF
FY2024 $156K$191K−$35K$443K 990 PDF
FY2023 $156K$193K−$37K$456K 990 PDF
FY2022 $143K$183K−$40K$420K 990 PDF
FY2021 $147K$184K−$37K$431K 990 PDF
FY2020 Viewing $150K$202K−$53K$435K 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 $149,676 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $153,014$149,528
I-10 Investment incomePrior year $274$148
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $153,288$149,676
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 $22,530$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $143,118$202,179
I-18 Total expensesPrior year $165,648$202,179
I-19 Revenue less expensesPrior year −$12,360−$52,503
Part VI · Governance 3 of 3 board members independent, 1 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members3
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 $149,676 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $149,528$149,528
VIII-3 Investment incomeExcluded from tax $148$148
VIII-12 Total revenueRelated to mission $149,528 · Unrelated business $0 · Excluded from tax $148$149,676
Part IX · Statement of functional expenses $202,179 across 9 lines filed
IX-11a Management feesManagement $7,536$7,536
IX-11c Accounting feesManagement $10,608$10,608
IX-11g Other fees for servicesPrograms $21,539$21,539
IX-13 Office expensesPrograms $4,211$4,211
IX-16 OccupancyPrograms $51,517$51,517
IX-17 TravelPrograms $9,732$9,732
IX-20 InterestPrograms $22,592$22,592
IX-22 Depreciation, depletion and amortizationPrograms $42,244$42,244
IX-24 Other expenses (24a–d)Programs $32,200$32,200
IX-25 Total functional expensesPrograms $184,035 · Management $18,144 · Fundraising $0$202,179
Part X · Balance sheet $678,405 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $84,809$13,972
X-2 Savings and temporary cash investmentsStart of year $11,331$36,433
X-4 Accounts receivableStart of year $836$0
X-9 Prepaid expenses and deferred chargesStart of year $4$0
X-10c Land, buildings and equipment, netStart of year $661,674$626,777
X-15 Other assetsStart of year $1,552$1,223
X-16 Total assetsStart of year $760,206$678,405
X-17 Accounts payable and accrued expensesStart of year $10,334$11,809
X-19 Deferred revenueStart of year $3,116$3,030
X-25 Other liabilitiesStart of year $32,663$1,752
X-26 Total liabilitiesStart of year $298,125$243,445
X-27 Net assets without donor restrictionsStart of year $462,081$434,960
X-32 Total net assets or fund balancesStart of year $462,081$434,960
X-33 Total liabilities and net assetsStart of year $760,206$678,405
Part XI · Reconciliation of net assets $434,960 net assets at year end
XI-1 Total revenue$149,676
XI-2 Total expenses$202,179
XI-3 Revenue less expenses−$52,503
XI-4 Net assets at start of year$462,081
XI-9 Other changes in net assets$25,382
XI-10 Net assets at end of year$434,960

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

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