Safe Harbor Norton FY2022 filing

Tax-deductible

Avon Lake, OH501(c)(3)Mental HealthEIN 83-4603377Revenue $197K in FY2022

On file with the IRS216 Moore Rd Apt 2d, 44012-1239 · Avon Lake, OHTax-exempt since Nov 2019Publicly supported charity — 170(b)(1)(A)(vi)

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Effectively helping those afflicted with addiction/alcoholism to stay clean and sober and become productive members of society.

501(c)(3) charity; gifts are tax-deductible.
98¢ 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
1 of 4
filings with a surplus
Average surplus $5K a year · 3% of revenue · last 4 filings
Worth a look: a surplus in 1 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
98%
of spending
Looks good: 98% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
2 mo
of spending, in cash
Fine: 1.6 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $26K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$30K
31% of total assets
Looks good: liabilities are 31% of assets; 50% or less.
Pt X · Ln 26
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$197K
-12% vs prior year
Spent
$215K
To programs
98%
Net assets
$65K
By yearFY2020–FY2024
Revenue
$197K
FY2022▼ -12%
Tap a bar for its year
Revenue by fiscal year
FY2020$158K
FY2021$223K
FY2022$197K
FY2023$96K
FY2024$100K
Expenses
$215K
FY2022▲ +32%
Tap a bar for its year
Expenses by fiscal year
FY2020Not on file
FY2021$163K
FY2022$215K
FY2023$109K
FY2024$109K
Net assets
$65K
FY2022▼ -22%
Tap a bar for its year
Net assets by fiscal year
FY2020$24K
FY2021$84K
FY2022$65K
FY2023$52K
FY2024$43K

From the FY2022 Form 990 · see the original

Form 990 (PDF) Claim
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 Nov 2019.

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

Where the money goes

98 cents of each dollar spent went to programs.

Program services 98% · $211K Management & general 2% · $4K

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

8 people listed on the 990.

Part VII, Section A · reportable compensation
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
See Safe Harbor Norton 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 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Empowering people with addiction to achieve lasting sobriety and become productive citizens.

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Provided by the organization

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1 program · $211K · in their own filed words · FY2022
01

Effectively helping those afflicted with ADDITION/ALCOHOLISM to stay clean and sober to become productive members of society.

$211Kprogram 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 · FY2023
Total grants receivedfrom 3 funders$26K
See all 3 funders →

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$197K
Ln 12
Fees for servicesLn 2g$141K
Gifts and grantsLn 1h$45K
Other incomeLn 4–11$11K
Money outPt IX
$215K
Ln 25
Programscol B$211K
Managementcol C$4K
Owns and owesPt X
$65K
net assets · Ln 32
Cash and savingsLn 1–2$30K
Total assetsLn 16$95K
LiabilitiesLn 26$30K
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a0
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$45K
Fees for servicesLn 2g$141K
Investment incomeLn 3$4
Other incomeLn 4–11$11K
Total revenueLn 12$197K
Assets in detailPt X, end of year
CashLn 1$30K
Cash and savings togetherLn 1–2$30K
Land, buildings, equipmentLn 10c$66K
Total assetsLn 16$95K
LiabilitiesLn 26$30K
Net assetsLn 32$65K
OperationsPt I, VI
EmployeesI 50
VolunteersI 65
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$54K$30K
Land, buildings, equipmentLn 10c$59K$66K
Total assetsLn 16$115K$95K
LiabilitiesLn 26$31K$30K
Net assetsLn 32$84K$65K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$850$850
Other salaries and wagesLn 7$3K$3K
Payroll taxesLn 10$559$559
Management feesLn 11a$64K$64K
Legal feesLn 11b$105$105
Accounting feesLn 11c$2K$2K
Other fees for servicesLn 11g$15K$15K
Advertising and promotionLn 12$555$555
Office expensesLn 13$8K$6K$2K
OccupancyLn 16$84K$84K
TravelLn 17$106$106
Depreciation, depletion and amortizationLn 22$6K$6K
InsuranceLn 23$10K$10K
Other expenses (24a–d)Ln 24$21K$21K
Total functional expensesLn 25$215K$211K$4K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $100K$109K−$10K$43K 990 PDF
FY2023 $96K$109K−$13K$52K 990 PDF
FY2022 Viewing $197K$215K−$19K$65K 990 PDF
FY2021 $223K$163K$60K$84K 990 PDF
FY2020 $158K$24K 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 (6 parts)
Part I · Summary $196,571 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $171,930$45,015
I-9 Program service revenuePrior year $51,000$140,511
I-10 Investment incomePrior year $0$4
I-11 Other revenuePrior year $0$11,041
I-12 Total revenuePrior year $222,930$196,571
I-13 Grants and similar amounts paidPrior year $0$850
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$3,501
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $162,823$211,071
I-18 Total expensesPrior year $162,823$215,422
I-19 Revenue less expensesPrior year $60,107−$18,851
Part VI · Governance 5 to look at
VI-1a Voting members of the governing body0
VI-1b Independent voting members0
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
Part VIII · Statement of revenue $196,571 across 6 lines filed
VIII-1f All other contributions, gifts and grants$45,015
VIII-1h Total contributions, gifts and grants$45,015
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $140,511$140,511
VIII-3 Investment incomeExcluded from tax $4$4
VIII-8 Net income from fundraising eventsExcluded from tax $11,041$11,041
VIII-12 Total revenueRelated to mission $140,511 · Unrelated business $0 · Excluded from tax $11,045$196,571
Part IX · Statement of functional expenses $215,422 across 14 lines filed
IX-2 Grants to domestic individualsPrograms $850$850
IX-7 Other salaries and wagesPrograms $2,942$2,942
IX-10 Payroll taxesPrograms $559$559
IX-11a Management feesPrograms $64,000$64,000
IX-11b Legal feesManagement $105$105
IX-11c Accounting feesManagement $1,858$1,858
IX-11g Other fees for servicesPrograms $15,086$15,086
IX-12 Advertising and promotionManagement $555$555
IX-13 Office expensesPrograms $6,481 · Management $1,796$8,277
IX-16 OccupancyPrograms $84,024$84,024
IX-17 TravelPrograms $106$106
IX-22 Depreciation, depletion and amortizationPrograms $6,225$6,225
IX-23 InsurancePrograms $10,086$10,086
IX-24 Other expenses (24a–d)Programs $20,749$20,749
IX-25 Total functional expensesPrograms $211,108 · Management $4,314 · Fundraising $0$215,422
Part X · Balance sheet $95,375 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $53,665$29,547
X-10c Land, buildings and equipment, netStart of year $59,008$65,828
X-16 Total assetsStart of year $114,918$95,375
X-26 Total liabilitiesStart of year $30,692$30,000
X-32 Total net assets or fund balancesStart of year $84,226$65,375
X-33 Total liabilities and net assetsStart of year $114,918$95,375
Part XI · Reconciliation of net assets $65,375 net assets at year end
XI-1 Total revenue$196,571
XI-2 Total expenses$215,422
XI-3 Revenue less expenses−$18,851
XI-4 Net assets at start of year$84,226
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$65,375

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

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