The Herren Project FY2024 filing

Tax-deductible

Portsmouth, RI501(c)(3)Mental HealthEIN 80-0748314Revenue $1.9M in FY2024

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.
73¢ of each $1 spent went to programs.
$80K 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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FY2024 · 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
73%
of spending
Fine: 73% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$80K
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: 2.5 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
$78K
8% of total assets
Looks good: liabilities are 8% 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
$1.9M
-3% vs prior year
Spent
$1.9M
To programs
73%
Net assets
$864K
By yearFY2020–FY2025
Revenue
$1.9M
FY2024▼ -3%
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
$1.9M
FY2024▼ -9%
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
$864K
FY2024▼ -2%
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 FY2024 Form 990 (year ending July 2024) · figures checked against the IRS filing · see the original

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You’re viewing the FY2024 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

73 cents of each dollar spent went to programs.

Program services 73% · $1.4M Management & general 9% · $177K Fundraising 18% · $340K

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; $80K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Executive Di
$80,268Pt 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 · $1.4M · in their own filed words · FY2023
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.

$833Kprogram expense
02

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

$395Kprogram 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.

$172Kprogram 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 FY2024 990, line by line.

1The main four
Money inPt VIII
$1.9M
Ln 12
Gifts and grantsLn 1h$1.8M
Fees for servicesLn 2g$20K
Investment incomeLn 3$19K
Money outPt IX
$1.9M
Ln 25
Programscol B$1.4M
Managementcol C$177K
Fundraisingcol D$340K
Owns and owesPt X
$864K
net assets · Ln 32
Cash and savingsLn 1–2$395K
Total assetsLn 16$941K
LiabilitiesLn 26$78K
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$1.8M
Noncash giftsLn 1g$26K
Fees for servicesLn 2g$20K
Investment incomeLn 3$19K
Other incomeLn 4–11$2K
Gains on assetsLn 7$8K
Total revenueLn 12$1.9M
Assets in detailPt X, end of year
CashLn 1$111K
SavingsLn 2$283K
Cash and savings togetherLn 1–2$395K
InvestmentsLn 11–13$226K
Land, buildings, equipmentLn 10c$7K
Other assetsLn 15$800
Total assetsLn 16$941K
LiabilitiesLn 26$78K
Net assetsLn 32$864K
OperationsPt I, VI
EmployeesI 514
VolunteersI 60
Fiscal year endsHeaderJuly
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$359K$395K
InvestmentsLn 11–13$213K$226K
Land, buildings, equipmentLn 10c$9K$7K
Total assetsLn 16$945K$941K
LiabilitiesLn 26$67K$78K
Net assetsLn 32$878K$864K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$272K$272K
Pay of current officers, directors and key staffLn 5$80K$45K$16K$19K
Other salaries and wagesLn 7$939K$690K$39K$210K
Pension plan contributionsLn 8$18K$15K$1K$2K
Payroll taxesLn 10$77K$56K$4K$17K
Legal feesLn 11b$5K$5K
Accounting feesLn 11c$49K$587$48K$174
Other fees for servicesLn 11g$187K$158K$5K$24K
Advertising and promotionLn 12$406$352$54
Office expensesLn 13$59K$31K$9K$18K
Information technologyLn 14$5K$4K$227
OccupancyLn 16$17K$5K$10K$1K
TravelLn 17$20K$16K$1K$3K
Conferences, conventions and meetingsLn 19$19K$8K$131$11K
InterestLn 20$116$116
Depreciation, depletion and amortizationLn 22$9K$9K
InsuranceLn 23$15K$15K
Other expenses (24a–d)Ln 24$114K$80K$2K$31K
All other expensesLn 24e$32K$19K$12K$2K
Total functional expensesLn 25$1.9M$1.4M$177K$340K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.6M$1.7M−$100K$767K 990 PDF
FY2024 Viewing $1.9M$1.9M−$29K$864K 990 PDF
FY2023 $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 FY2024 990 (6 parts)
Part I · Summary $1,888,566 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,937,884$1,847,520
I-9 Program service revenuePrior year $918$19,635
I-10 Investment incomePrior year $12,294$19,067
I-11 Other revenue$2,344
I-12 Total revenuePrior year $1,951,096$1,888,566
I-13 Grants and similar amounts paidPrior year $479,521$272,115
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $1,031,323$1,114,443
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $606,521$530,814
I-18 Total expensesPrior year $2,117,365$1,917,372
I-19 Revenue less expensesPrior year −$166,269−$28,806
Part VI · Governance 9 of 9 board members independent, 2 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,888,566 across 8 lines filed
VIII-1f All other contributions, gifts and grants$1,847,520
VIII-1g Noncash contributions (included above)$26,047
VIII-1h Total contributions, gifts and grants$1,847,520
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $18,925 · Excluded from tax $710$19,635
VIII-3 Investment incomeExcluded from tax $10,938$10,938
VIII-7 Net gain or loss on sales of assetsExcluded from tax $8,129$8,129
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $2,344$2,344
VIII-12 Total revenueRelated to mission $18,925 · Excluded from tax $22,121$1,888,566
Part IX · Statement of functional expenses $1,917,372 across 19 lines filed
IX-2 Grants to domestic individualsPrograms $272,115$272,115
IX-5 Pay of current officers, directors and key staffPrograms $44,950 · Management $16,054 · Fundraising $19,264$80,268
IX-7 Other salaries and wagesPrograms $690,328 · Management $38,624 · Fundraising $210,151$939,103
IX-8 Pension plan contributionsPrograms $14,806 · Management $1,161 · Fundraising $2,067$18,034
IX-10 Payroll taxesPrograms $55,570 · Management $4,132 · Fundraising $17,336$77,038
IX-11b Legal feesManagement $5,318$5,318
IX-11c Accounting feesPrograms $587 · Management $48,212 · Fundraising $174$48,973
IX-11g Other fees for servicesPrograms $157,836 · Management $5,022 · Fundraising $24,132$186,990
IX-12 Advertising and promotionPrograms $352 · Fundraising $54$406
IX-13 Office expensesPrograms $31,434 · Management $9,247 · Fundraising $18,089$58,770
IX-14 Information technologyPrograms $4,392 · Management $227$4,619
IX-16 OccupancyPrograms $5,362 · Management $10,483 · Fundraising $1,481$17,326
IX-17 TravelPrograms $15,618 · Management $1,134 · Fundraising $3,230$19,982
IX-19 Conferences, conventions and meetingsPrograms $8,181 · Management $131 · Fundraising $10,724$19,036
IX-20 InterestManagement $116$116
IX-22 Depreciation, depletion and amortizationManagement $8,565$8,565
IX-23 InsuranceManagement $14,788$14,788
IX-24 Other expenses (24a–d)Programs $79,982 · Management $2,213 · Fundraising $31,451$113,646
IX-24e All other expensesPrograms $18,778 · Management $11,540 · Fundraising $1,961$32,279
IX-25 Total functional expensesPrograms $1,400,291 · Management $176,967 · Fundraising $340,114$1,917,372
Part X · Balance sheet $941,477 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $86,855$111,456
X-2 Savings and temporary cash investmentsStart of year $272,263$283,126
X-3 Pledges and grants receivableStart of year $122,750$84,063
X-4 Accounts receivableStart of year $86,458$88,980
X-9 Prepaid expenses and deferred chargesStart of year $93,696$86,266
X-10c Land, buildings and equipment, netStart of year $9,390$7,117
X-11 Publicly traded securitiesStart of year $213,242$225,992
X-14 Intangible assetsStart of year $59,343$53,677
X-15 Other assetsStart of year $800$800
X-16 Total assetsStart of year $944,797$941,477
X-17 Accounts payable and accrued expensesStart of year $66,518$77,901
X-26 Total liabilitiesStart of year $66,518$77,901
X-27 Net assets without donor restrictionsStart of year $820,529$825,076
X-28 Net assets with donor restrictionsStart of year $57,750$38,500
X-32 Total net assets or fund balancesStart of year $878,279$863,576
X-33 Total liabilities and net assetsStart of year $944,797$941,477
Part XI · Reconciliation of net assets $863,576 net assets at year end
XI-1 Total revenue$1,888,566
XI-2 Total expenses$1,917,372
XI-3 Revenue less expenses−$28,806
XI-4 Net assets at start of year$878,279
XI-5 Net unrealized gains (losses) on investments$14,103
XI-10 Net assets at end of year$863,576

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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