Harmony Foundation INC

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To provide the Foundation for sustained recovery from the disease of drug and alcohol addiction.

501(c)(3) charity; gifts are tax-deductible.
80¢ of each $1 spent went to programs.
Run by 27 volunteers and 153 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

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
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
2 of 4
filings with a surplus
Average surplus $237K a year · 2% of revenue · last 4 filings
Worth a look: a surplus in 2 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
80%
of spending
Looks good: 80% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$199K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
<1 mo
of spending, in cash
Concern: 0.3 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $13K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$4.8M
52% of total assets
Fine: liabilities are 52% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$9.4M
-26% vs prior year
Spent
$10.5M
To programs
80%
Net assets
$4.5M
By yearFY2020–FY2024
Revenue
$9.4M
FY2024▼ -26%
Tap a bar for its year
Revenue by fiscal year
FY2020$11.4M
FY2021$10.1M
FY2023$12.7M
FY2024$9.4M
Expenses
$10.5M
FY2024▼ -8%
Tap a bar for its year
Expenses by fiscal year
FY2020$10.4M
FY2021$10.4M
FY2023$11.4M
FY2024$10.5M
Net assets
$4.5M
FY2024▼ -19%
Tap a bar for its year
Net assets by fiscal year
FY2020$5.7M
FY2021$5.4M
FY2023$5.5M
FY2024$4.5M

From the FY2024 Form 990 (year ending June 2024) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 1961.

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

Where the money goes

80 cents of each dollar spent went to programs.

Program services 80% · $8.4M Management & general 17% · $1.8M Fundraising 3% · $310K

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; $199K 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
Former Senior Medical Director
$198,861Pt VII · Sec A
Chairman
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice-Chairman
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2024FY2023FY2021FY2020
Michael Rountree$198,861$216,982$173,682—
James Geckler—$211,575$198,673$174,672
Christopher Reveley———$204,261
Anna Peters——$43,841$150,891
Gina Thorne——$115,806$104,606

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 Harmony Foundation INC executive salaries →

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 sustained recovery from drug and alcohol addiction.

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3 programs · $8.2M · in their own filed words · FY2023
01

Addiction Treatment

Harmony foundation's primary program provides quality, yet affordable, treatment for addiction. Accredited by carf (commission on accreditation of rehabilitation facilities), harmony foundation is licensed by the state of colorado as a residential treatment center and medical detoxification facility.

$7.6Mprogram expense
02

Community Outreach

The harmony community outreach program is part of the development department. This part of the program reaches out to community leaders, educators, employers, and public interest and civic organizations to educate and inform these interested parties about the disease of addiction and harmony's mission.

$509Kprogram expense
03

Family Program and Aftercare Groups

We provide a cost-free structured, intensive family program on our campus that includes:- information about the disease of addiction- development of recovery skills and new coping strategies- educational lectures and videos- effective communication skills- individual and group feedback sessions to reinforce the learning experience-…

$18Kprogram 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 · FY2024
Total grants receivedfrom 1 funder$13K
Grants paid · 3 grants · $544K · 2019–2023
Unitemized GrantFY2023$228,676
Unitemized GrantFY2022$245,057
Unitemized GrantFY2019$70,616

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$9.4M
Ln 12
Fees for servicesLn 2g$9.1M
Gifts and grantsLn 1h$337K
Investment incomeLn 3$2K
Money outPt IX
$10.5M
Ln 25
Programscol B$8.4M
Managementcol C$1.8M
Fundraisingcol D$310K
Owns and owesPt X
$4.5M
net assets · Ln 32
Cash and savingsLn 1–2$236K
Total assetsLn 16$9.3M
LiabilitiesLn 26$4.8M
PeoplePt VI, VII
10
listed · VII A
PaidVII A1
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$337K
Fundraising eventsLn 1c$48K
Fees for servicesLn 2g$9.1M
Investment incomeLn 3$2K
Gains on assetsLn 7−$16K
Total revenueLn 12$9.4M
Assets in detailPt X, end of year
CashLn 1$236K
Cash and savings togetherLn 1–2$236K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$5.3M
Other assetsLn 15$13K
Total assetsLn 16$9.3M
LiabilitiesLn 26$4.8M
Net assetsLn 32$4.5M
OperationsPt I, VI
EmployeesI 5153
VolunteersI 627
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 FY24End FY24
Cash and savingsLn 1–2$349K$236K
InvestmentsLn 11–13$388K$0
Land, buildings, equipmentLn 10c$5.6M$5.3M
Total assetsLn 16$10.0M$9.3M
LiabilitiesLn 26$4.5M$4.8M
Net assetsLn 32$5.5M$4.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$229K$229K
Pay of current officers, directors and key staffLn 5$381K$320K$57K$4K
Other salaries and wagesLn 7$5.0M$4.2M$745K$50K
Pension plan contributionsLn 8$54K$45K$8K$536
Other employee benefitsLn 9$652K$547K$98K$7K
Payroll taxesLn 10$449K$377K$67K$4K
Accounting feesLn 11c$82K$82K
Other fees for servicesLn 11g$840K$310K$285K$245K
Advertising and promotionLn 12$57K$57K
Office expensesLn 13$12K$10K$1K
OccupancyLn 16$35K$28K$7K
TravelLn 17$14K$14K
InterestLn 20$243K$231K$12K
Depreciation, depletion and amortizationLn 22$303K$288K$15K
InsuranceLn 23$238K$119K$119K
Other expenses (24a–d)Ln 24$1.1M$990K$120K
All other expensesLn 24e$828K$649K$179K$186
Total functional expensesLn 25$10.5M$8.4M$1.8M$310K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest ViewingFiled with the IRS Dec 5, 2024 $9.4M$10.5M−$1.1M$4.5M 990 PDF
FY2023Filed with the IRS Jan 16, 2024 $12.7M$11.4M$1.3M$5.5M 990 PDF
FY2022 Not on file
FY2021Filed with the IRS Feb 18, 2022 $10.1M$10.4M−$367K$5.4M 990 PDF
FY2020Filed with the IRS Jan 15, 2021 $11.4M$10.4M$1.1M$5.7M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $9,429,136 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,635,484$337,462
I-9 Program service revenuePrior year $10,081,116$9,126,521
I-10 Investment incomePrior year −$14,430−$14,734
I-11 Other revenuePrior year −$18,458−$20,113
I-12 Total revenuePrior year $12,683,712$9,429,136
I-13 Grants and similar amounts paidPrior year $245,057$228,676
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $7,142,118$6,501,940
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $3,986,111$3,761,756
I-18 Total expensesPrior year $11,373,286$10,492,372
I-19 Revenue less expensesPrior year $1,310,426−$1,063,236
Part VI · Governance 8 of 8 board members independent, no flags
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
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 $9,429,136 across 8 lines filed
VIII-1c Fundraising events$48,033
VIII-1f All other contributions, gifts and grants$289,429
VIII-1h Total contributions, gifts and grants$337,462
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $9,126,521$9,126,521
VIII-3 Investment incomeExcluded from tax $1,574$1,574
VIII-7 Net gain or loss on sales of assetsRelated to mission −$16,308−$16,308
VIII-8 Net income from fundraising eventsExcluded from tax −$20,113−$20,113
VIII-12 Total revenueRelated to mission $9,110,213 · Unrelated business $0 · Excluded from tax −$18,539$9,429,136
Part IX · Statement of functional expenses $10,492,372 across 17 lines filed
IX-2 Grants to domestic individualsPrograms $228,676$228,676
IX-5 Pay of current officers, directors and key staffPrograms $320,018 · Management $57,146 · Fundraising $3,810$380,974
IX-7 Other salaries and wagesPrograms $4,172,334 · Management $745,060 · Fundraising $49,670$4,967,064
IX-8 Pension plan contributionsPrograms $45,012 · Management $8,038 · Fundraising $536$53,586
IX-9 Other employee benefitsPrograms $547,362 · Management $97,743 · Fundraising $6,516$651,621
IX-10 Payroll taxesPrograms $376,904 · Management $67,304 · Fundraising $4,487$448,695
IX-11c Accounting feesManagement $81,979$81,979
IX-11g Other fees for servicesPrograms $310,390 · Management $284,524 · Fundraising $245,116$840,030
IX-12 Advertising and promotionPrograms $56,537$56,537
IX-13 Office expensesPrograms $10,006 · Management $1,495$11,501
IX-16 OccupancyPrograms $28,290 · Management $7,072$35,362
IX-17 TravelPrograms $14,249$14,249
IX-20 InterestPrograms $231,009 · Management $12,158$243,167
IX-22 Depreciation, depletion and amortizationPrograms $287,969 · Management $15,156$303,125
IX-23 InsurancePrograms $119,060 · Management $119,060$238,120
IX-24 Other expenses (24a–d)Programs $990,005 · Management $119,556$1,109,561
IX-24e All other expensesPrograms $648,569 · Management $179,370 · Fundraising $186$828,125
IX-25 Total functional expensesPrograms $8,386,390 · Management $1,795,661 · Fundraising $310,321$10,492,372
Part X · Balance sheet $9,267,563 assets, 17 lines filed
Asset lines not itemized here account for $191,270; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $348,841$235,898
X-4 Accounts receivableStart of year $3,270,959$3,464,659
X-8 Inventories for sale or useStart of year $114,260$59,901
X-9 Prepaid expenses and deferred chargesStart of year $75,111$50,397
X-10c Land, buildings and equipment, netStart of year $5,554,603$5,251,402
X-12 Other securitiesStart of year $387,880$0
X-14 Intangible assetsStart of year $2,200$1,338
X-15 Other assetsStart of year $29,745$12,698
X-16 Total assetsStart of year $10,019,027$9,267,563
X-17 Accounts payable and accrued expensesStart of year $860,197$730,921
X-19 Deferred revenueStart of year $2,889$55,756
X-25 Other liabilitiesStart of year $27,752$10,195
X-26 Total liabilitiesStart of year $4,477,403$4,789,796
X-27 Net assets without donor restrictionsStart of year $5,300,896$4,237,039
X-28 Net assets with donor restrictionsStart of year $240,728$240,728
X-32 Total net assets or fund balancesStart of year $5,541,624$4,477,767
X-33 Total liabilities and net assetsStart of year $10,019,027$9,267,563
Part XI · Reconciliation of net assets $4,477,767 net assets at year end
XI-1 Total revenue$9,429,136
XI-2 Total expenses$10,492,372
XI-3 Revenue less expenses−$1,063,236
XI-4 Net assets at start of year$5,541,624
XI-5 Net unrealized gains (losses) on investments−$621
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$4,477,767

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

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