The Herren Project FY2023 filing

Tax-deductible

Portsmouth, RI501(c)(3)Mental HealthEIN 80-0748314Revenue $2.0M in FY2023

On file with the IRStheherrenproject.orgPo Box 131, 02871-0131 · Portsmouth, RITax-exempt since Jun 2012Publicly supported charity — 170(b)(1)(A)(vi)

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Herren Project (hp) mission is to support,inspire and empower those affected by substance use disorder.

501(c)(3) charity; gifts are tax-deductible.
81¢ of each $1 spent went to programs.
$81K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2023 · 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 6
filings with a surplus
Average surplus $40K a year · 2% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 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
$81K
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 2.0 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
5
named funders · $44K
Looks good: 5 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$67K
7% of total assets
Looks good: liabilities are 7% 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
$2.0M
-5% vs prior year
Spent
$2.1M
To programs
81%
Net assets
$878K
By yearFY2020–FY2025
Revenue
$2.0M
FY2023▼ -5%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.6M
FY2021$1.8M
FY2022$2.1M
FY2023$2.0M
FY2024$1.9M
FY2025$1.6M
Expenses
$2.1M
FY2023▲ +14%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.4M
FY2021$1.7M
FY2022$1.9M
FY2023$2.1M
FY2024$1.9M
FY2025$1.7M
Net assets
$878K
FY2023▼ -15%
Tap a bar for its year
Net assets by fiscal year
FY2020$712K
FY2021$852K
FY2022$1.0M
FY2023$878K
FY2024$864K
FY2025$767K

From the FY2023 Form 990 (year ending July 2023) · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 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 Jun 2012.

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% · $1.7M Management & general 9% · $183K Fundraising 10% · $213K

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

10 people listed on the 990; $81K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Executive Di
$80,503Pt VII · Sec A
President
$0Pt VII · Sec A
Vice Preside
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Bonnie Sawyer’s $81K as Executive Di is at the 14th percentile of top reported officer pay among 1683 $1–10M mental health 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 · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Kevin Mikolazyk———$47,755$128,776$76,037
Bonnie Sawyer$80,518$80,268$80,503$73,847$70,000—

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.

See The Herren Project 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

Supports, inspires, and empowers individuals affected by substance use disorder.

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Provided by the organization

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3 programs · $1.7M · in their own filed words · FY2022
01

Herren project mission goal is to provide resources for individuals and families to receive recovery through quality substance use care treatment. Qualified clients recovery is enacted through housing and coaching support.

$1.1Mprogram expense
02

Herren project goal is to walk with individual clients on their path to recovery through prevention education and scholarship grants.

$458Kprogram expense
03

Herren project goal to empower our youth in making healthy decisions, and to build an active community of recovery advocates across the usa through healthy lifestyle education.

$188Kprogram 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 · FY2025
Total grants receivedfrom 5 funders$44K
See all 5 funders →
Grants paid · 30 grants · $2.1M · 2019–2024
Unitemized GrantFY2024$250,155
Unitemized GrantFY2024$3,750
Unitemized GrantFY2023$268,515
Unitemized GrantFY2023$3,600
Unitemized GrantFY2022$449,734
Discovery Place INCFY2022$16,700
Unitemized GrantFY2022$8,750
Unitemized GrantFY2021$335,267
Plymouth 12-12 House LLCFY2021$25,800
Rockland Recovery Treatment Ctr LLCFY2021$12,500
Unitemized GrantFY2021$9,500
The McShin FoundationVA · FY2021$5,000
Individual RecipientFY2021$3,500
Individual RecipientFY2021$2,500
Pinetree Recovery CenterFY2021$2,000
Unitemized GrantFY2020$222,910
Individual RecipientFY2020$62,000
Individual RecipientFY2020$59,000
See all 30 grants →

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$2.0M
Ln 12
Gifts and grantsLn 1h$1.9M
Investment incomeLn 3$12K
Fees for servicesLn 2g$918
Money outPt IX
$2.1M
Ln 25
Programscol B$1.7M
Managementcol C$183K
Fundraisingcol D$213K
Owns and owesPt X
$878K
net assets · Ln 32
Cash and savingsLn 1–2$359K
Total assetsLn 16$945K
LiabilitiesLn 26$67K
PeoplePt VI, VII
10
listed · VII A
PaidVII A1
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.9M
Noncash giftsLn 1g$88K
Fees for servicesLn 2g$918
Investment incomeLn 3$12K
Gains on assetsLn 7$2K
Total revenueLn 12$2.0M
Assets in detailPt X, end of year
CashLn 1$87K
SavingsLn 2$272K
Cash and savings togetherLn 1–2$359K
InvestmentsLn 11–13$213K
Land, buildings, equipmentLn 10c$9K
Other assetsLn 15$800
Total assetsLn 16$945K
LiabilitiesLn 26$67K
Net assetsLn 32$878K
OperationsPt I, VI
EmployeesI 514
VolunteersI 60
Fiscal year endsHeaderJuly
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$524K$359K
InvestmentsLn 11–13$207K$213K
Land, buildings, equipmentLn 10c$9K$9K
Total assetsLn 16$1.1M$945K
LiabilitiesLn 26$58K$67K
Net assetsLn 32$1.0M$878K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$21K$21K
Grants to domestic individualsLn 2$458K$458K
Pay of current officers, directors and key staffLn 5$81K$45K$16K$19K
Other salaries and wagesLn 7$863K$741K$40K$82K
Pension plan contributionsLn 8$8K$6K$654$1K
Payroll taxesLn 10$80K$66K$5K$9K
Management feesLn 11a$117K$117K
Legal feesLn 11b$635$635
Accounting feesLn 11c$47K$1K$46K
Other fees for servicesLn 11g$88K$47K$4K$36K
Advertising and promotionLn 12$7K$6K$279
Office expensesLn 13$66K$42K$10K$14K
Information technologyLn 14$7K$7K$195
OccupancyLn 16$20K$6K$12K$2K
TravelLn 17$27K$20K$2K$5K
Conferences, conventions and meetingsLn 19$21K$19K$1K$825
InterestLn 20$111$111
Depreciation, depletion and amortizationLn 22$10K$10K
InsuranceLn 23$15K$15K
Other expenses (24a–d)Ln 24$137K$108K$28K
All other expensesLn 24e$43K$8K$20K$15K
Total functional expensesLn 25$2.1M$1.7M$183K$213K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.6M$1.7M−$100K$767K 990 PDF
FY2024 $1.9M$1.9M−$29K$864K 990 PDF
FY2023 Viewing $2.0M$2.1M−$166K$878K 990 PDF
FY2022 $2.1M$1.9M$192K$1.0M 990 PDF
FY2021 $1.8M$1.7M$140K$852K 990 PDF
FY2020 $1.6M$1.4M$203K$712K 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 FY2023 990 (6 parts)
Part I · Summary $1,951,096 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,964,957$1,937,884
I-9 Program service revenuePrior year $69,667$918
I-10 Investment incomePrior year $7,312$12,294
I-11 Other revenuePrior year $8,570$0
I-12 Total revenuePrior year $2,050,506$1,951,096
I-13 Grants and similar amounts paidPrior year $396,067$479,521
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $970,431$1,031,323
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $492,263$606,521
I-18 Total expensesPrior year $1,858,761$2,117,365
I-19 Revenue less expensesPrior year $191,745−$166,269
Part VI · Governance 9 of 9 board members independent, 1 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-13 Written whistleblower policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,951,096 across 7 lines filed
VIII-1f All other contributions, gifts and grants$1,937,884
VIII-1g Noncash contributions (included above)$87,844
VIII-1h Total contributions, gifts and grants$1,937,884
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Excluded from tax $918$918
VIII-3 Investment incomeExcluded from tax $9,894$9,894
VIII-7 Net gain or loss on sales of assetsExcluded from tax $2,400$2,400
VIII-12 Total revenueExcluded from tax $13,212$1,951,096
Part IX · Statement of functional expenses $2,117,365 across 21 lines filed
IX-1 Grants to domestic organizationsPrograms $21,037$21,037
IX-2 Grants to domestic individualsPrograms $458,484$458,484
IX-5 Pay of current officers, directors and key staffPrograms $45,082 · Management $16,100 · Fundraising $19,321$80,503
IX-7 Other salaries and wagesPrograms $741,241 · Management $39,582 · Fundraising $82,422$863,245
IX-8 Pension plan contributionsPrograms $6,068 · Management $654 · Fundraising $1,276$7,998
IX-10 Payroll taxesPrograms $66,400 · Management $4,657 · Fundraising $8,520$79,577
IX-11a Management feesPrograms $117,374$117,374
IX-11b Legal feesManagement $635$635
IX-11c Accounting feesPrograms $1,156 · Management $46,228$47,384
IX-11g Other fees for servicesPrograms $47,449 · Management $4,355 · Fundraising $36,390$88,194
IX-12 Advertising and promotionPrograms $6,274 · Fundraising $279$6,553
IX-13 Office expensesPrograms $42,173 · Management $9,908 · Fundraising $13,894$65,975
IX-14 Information technologyPrograms $7,241 · Management $195$7,436
IX-16 OccupancyPrograms $5,942 · Management $12,397 · Fundraising $1,771$20,110
IX-17 TravelPrograms $19,817 · Management $2,221 · Fundraising $4,858$26,896
IX-19 Conferences, conventions and meetingsPrograms $19,301 · Management $1,343 · Fundraising $825$21,469
IX-20 InterestManagement $111$111
IX-22 Depreciation, depletion and amortizationManagement $9,748$9,748
IX-23 InsuranceManagement $14,718$14,718
IX-24 Other expenses (24a–d)Programs $108,413 · Fundraising $28,288$136,701
IX-24e All other expensesPrograms $7,604 · Management $20,305 · Fundraising $15,308$43,217
IX-25 Total functional expensesPrograms $1,721,056 · Management $183,157 · Fundraising $213,152$2,117,365
Part X · Balance sheet $944,797 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $54,328$86,855
X-2 Savings and temporary cash investmentsStart of year $469,322$272,263
X-3 Pledges and grants receivableStart of year $54,750$122,750
X-4 Accounts receivableStart of year $139,655$86,458
X-9 Prepaid expenses and deferred chargesStart of year $89,064$93,696
X-10c Land, buildings and equipment, netStart of year $8,825$9,390
X-11 Publicly traded securitiesStart of year $206,651$213,242
X-14 Intangible assetsStart of year $65,010$59,343
X-15 Other assetsStart of year $800$800
X-16 Total assetsStart of year $1,088,405$944,797
X-17 Accounts payable and accrued expensesStart of year $57,592$66,518
X-26 Total liabilitiesStart of year $57,592$66,518
X-27 Net assets without donor restrictionsStart of year $1,011,563$820,529
X-28 Net assets with donor restrictionsStart of year $19,250$57,750
X-32 Total net assets or fund balancesStart of year $1,030,813$878,279
X-33 Total liabilities and net assetsStart of year $1,088,405$944,797
Part XI · Reconciliation of net assets $878,279 net assets at year end
XI-1 Total revenue$1,951,096
XI-2 Total expenses$2,117,365
XI-3 Revenue less expenses−$166,269
XI-4 Net assets at start of year$1,030,813
XI-5 Net unrealized gains (losses) on investments$13,735
XI-10 Net assets at end of year$878,279

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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