Heart House FY2020 filing

Tax-deductible

Dallas, TX501(c)(3)Human ServicesEIN 75-2898097Revenue $683K in FY2020

On file with the IRShearthouse.org6731 Larmanda St, 75231-7103 · Dallas, TXTax-exempt since Dec 2000Publicly supported charity — 170(b)(1)(A)(vi)

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Heart House is an education and mental health nonprofit that moves refugee children from Chaos to Calm. We use education as a catalyst to promote equity among the most vulnerable in our city: Refugee Children.

501(c)(3) charity; gifts are tax-deductible.
81¢ of each $1 spent went to programs.
$78K 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

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
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
3 of 5
filings with a surplus
Average surplus $61K a year · 10% 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
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
$78K
to officers and key staff · 16% of spending
Fine: pay to officers and key staff is 16% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 4.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
6
named funders · $321K
Looks good: 6 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$51K
29% of total assets
Looks good: liabilities are 29% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$683K
Spent
$496K
To programs
81%
Net assets
$126K
By yearFY2020–FY2024
Revenue
$683K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$683K
FY2021$668K
FY2022$452K
FY2023$460K
FY2024$742K
Expenses
$496K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$496K
FY2021$525K
FY2022$454K
FY2023$542K
FY2024$681K
Net assets
$126K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$126K
FY2021$269K
FY2022$267K
FY2023$185K
FY2024$245K

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 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 Dec 2000.

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% · $405K Management & general 13% · $65K Fundraising 5% · $27K

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; $78K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Dir.
$77,813Pt VII · Sec A
Board Chair
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Shannon Hendricks’s $102K as Executive Director is at the 87th percentile of top reported officer pay among 2168 $100K–1M 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 · 5 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Shannon Hendricks$102,043————
Victoria Hobbs———$85,000$77,813
Victoria Hobbs-Thru 82022——$47,370——
Shannon Hendricks from 823—$42,079———
Asia Rodgers from 423—$20,640———

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

Helps refugee children find calm and equity through education.

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Provided by the organization

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1 program · $405K · in their own filed words · FY2020
01

Heart House is committed to helping refugee and underprivileged children stabilize their lives and move from a mindset of chaos to calm. Through the Head, Heart, and Hands (H3) program, Heart House gives children a chance to thrive through afterschool and summer programs and services, including homework assistance, mentoring, counseling…

$405Kprogram 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
See all 6 funders →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$683K
Ln 12
Gifts and grantsLn 1h$683K
Money outPt IX
$496K
Ln 25
Programscol B$405K
Managementcol C$65K
Fundraisingcol D$27K
Owns and owesPt X
$126K
net assets · Ln 32
Cash and savingsLn 1–2$172K
Total assetsLn 16$177K
LiabilitiesLn 26$51K
PeoplePt VI, VII
16
listed · VII A
PaidVII A1
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$683K
Government grantsLn 1e$57K
Noncash giftsLn 1g$40K
Fundraising eventsLn 1c$15K
Gains on assetsLn 7$0
Total revenueLn 12$683K
Assets in detailPt X, end of year
CashLn 1$172K
SavingsLn 2$0
Cash and savings togetherLn 1–2$172K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$6K
Other assetsLn 15$0
Total assetsLn 16$177K
LiabilitiesLn 26$51K
Net assetsLn 32$126K
OperationsPt I, VI
EmployeesI 516
VolunteersI 672
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 FY20End FY20
Cash and savingsLn 1–2$13K$172K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$11K$6K
Total assetsLn 16$69K$177K
LiabilitiesLn 26$101K$51K
Net assetsLn 32−$32K$126K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$40K$40K
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$82K$70K$8K$4K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$235K$198K$24K$12K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$21K$19K$1K$612
Payroll taxesLn 10$26K$22K$2K$1K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$12K$12K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$33K$24K$2K$7K
Advertising and promotionLn 12$124$124
Office expensesLn 13$0
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$4K$4K
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$6K$6K
InsuranceLn 23$6K$6K
Other expenses (24a–d)Ln 24$27K$25K$339$2K
All other expensesLn 24e$3K$2K$2K
Total functional expensesLn 25$496K$405K$65K$27K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $742K$681K$60K$245K 990 PDF
FY2023 $460K$542K−$82K$185K 990 PDF
FY2022 $452K$454K−$2K$267K 990 PDF
FY2021 $668K$525K$143K$269K 990 PDF
FY2020 Viewing $683K$496K$187K$126K 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 $682,852 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $849,785$682,852
I-9 Program service revenue$0
I-10 Investment income$0
I-11 Other revenuePrior year −$6,000$0
I-12 Total revenuePrior year $843,785$682,852
I-13 Grants and similar amounts paid$39,888
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $666,033$364,194
I-16a Professional fundraising feesPrior year $12,776$0
I-17 Other expensesPrior year $254,194$92,252
I-18 Total expensesPrior year $933,003$496,334
I-19 Revenue less expensesPrior year −$89,218$186,518
Part VI · Governance 15 of 15 board members independent, no flags
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
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 $682,852 across 11 lines filed
VIII-1c Fundraising events$14,775
VIII-1e Government grants$57,000
VIII-1f All other contributions, gifts and grants$611,077
VIII-1g Noncash contributions (included above)$39,888
VIII-1h Total contributions, gifts and grants$682,852
VIII-3 Investment income$0
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenue$682,852
Part IX · Statement of functional expenses $496,334 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individualsPrograms $39,888$39,888
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 $69,875 · Management $8,384 · Fundraising $4,192$82,451
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $198,388 · Management $24,500 · Fundraising $12,250$235,138
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $18,713 · Management $1,225 · Fundraising $612$20,550
IX-10 Payroll taxesPrograms $22,484 · Management $2,381 · Fundraising $1,190$26,055
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $12,300$12,300
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $23,956 · Management $2,463 · Fundraising $6,666$33,085
IX-12 Advertising and promotionPrograms $124$124
IX-13 Office expenses$0
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $4,419$4,419
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationManagement $5,660$5,660
IX-23 InsuranceManagement $5,919$5,919
IX-24 Other expenses (24a–d)Programs $25,153 · Management $339 · Fundraising $1,827$27,319
IX-24e All other expensesPrograms $1,505 · Management $1,921$3,426
IX-25 Total functional expensesPrograms $404,505 · Management $65,092 · Fundraising $26,737$496,334
Part X · Balance sheet $177,443 assets, 19 lines filed
X-1 Cash, non-interest-bearingStart of year $13,164$171,780
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivableStart of year $44,022$0
X-4 Accounts receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, netStart of year $11,322$5,663
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $68,508$177,443
X-17 Accounts payable and accrued expensesStart of year $51,728$2,400
X-24 Unsecured notes and loans payableStart of year $49,000$49,000
X-26 Total liabilitiesStart of year $100,728$51,400
X-27 Net assets without donor restrictionsStart of year −$32,220$126,043
X-32 Total net assets or fund balancesStart of year −$32,220$126,043
X-33 Total liabilities and net assetsStart of year $68,508$177,443
Part XI · Reconciliation of net assets $126,043 net assets at year end
XI-1 Total revenue$682,852
XI-2 Total expenses$496,334
XI-3 Revenue less expenses$186,518
XI-4 Net assets at start of year−$32,220
XI-8 Prior period adjustments−$28,255
XI-10 Net assets at end of year$126,043

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

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