Harmony Protection Group: FY2023 Nonprofit Profile & Form 990 (EIN 85-2377219)

Revenue by fiscal year
FY2021	$10.0M
FY2022	$1.6M
FY2023	$3.5M
FY2024	$4.0M
FY2025	$4.6M

Expenses by fiscal year
FY2021	$55K
FY2022	$496K
FY2023	$1.9M
FY2024	$2.8M
FY2025	$2.7M

Net assets by fiscal year
FY2021	$10.9M
FY2022	$10.1M
FY2023	$13.1M
FY2024	$16.1M
FY2025	$19.4M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 2021.

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

Where the money goes

100 cents of each dollar spent went to programs.

100%

Program services 100% · $1.9M Management & general 0% · $1K

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

9 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII

Keith Frndak-See Schedule O

Chair/President

$0Pt VII · Sec A

Brian Hortert-See Schedule O

Board Member

$0Pt VII · Sec A

Michael Falbo-See Schedule O

Treasurer

$0Pt VII · Sec A

Paul Brand-See Schedule O

Secretary

$0Pt VII · Sec A

Tammy Young-See Schedule O

Board Member

$0Pt VII · Sec A

Cristen Fiffik-See Schedule O

Board Member

$0Pt VII · Sec A

Stacy Mathers-See Schedule O

Board Member

$0Pt VII · Sec A

Charla Oesterling-See Schedule O

Board Member

$0Pt VII · Sec A

See Harmony Protection Group 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

Provides insurance coverage to other charitable groups.

Provided by the organization

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1 program · $1.9M · in their own filed words · FY2022

01

Harmony Protection Group's exists solely to support the operations of Concordia Lutheran Ministries (CLM) (EIN 20-5138278) and its 501(c)(3) affiliates. CLM and its affiliates provide care to primarily seniors such as skilled nursing, rehab, personal care, assisted living, memory support, independent living, physician services, home…

$1.9Mprogram expense

By the numbers

The FY2023 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$3.5M

Ln 12

Fees for servicesLn 2g$3.4M

Investment incomeLn 3$98K

Money outPt IX

$1.9M

Ln 25

Programscol B$1.9M

Managementcol C$1K

Owns and owesPt X

$13.1M

net assets · Ln 32

Cash and savingsLn 1–2$1.2M

Total assetsLn 16$14.6M

LiabilitiesLn 26$1.5M

PeoplePt VI, VII

9

listed · VII A

PaidVII A0

Voting boardVI 1a8

IndependentVI 1b0

2In more detail

Revenue in detailPt VIII

Fees for servicesLn 2g$3.4M

Investment incomeLn 3$98K

Total revenueLn 12$3.5M

Assets in detailPt X, end of year

CashLn 1$0

SavingsLn 2$1.2M

Cash and savings togetherLn 1–2$1.2M

InvestmentsLn 11–13$12.9M

Total assetsLn 16$14.6M

LiabilitiesLn 26$1.5M

Net assetsLn 32$13.1M

OperationsPt I, VI

EmployeesI 50

VolunteersI 69

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

Line	Start FY23	End FY23
Cash and savingsLn 1–2	$1.2M	$1.2M
InvestmentsLn 11–13	$10.1M	$12.9M
Total assetsLn 16	$11.7M	$14.6M
LiabilitiesLn 26	$1.7M	$1.5M
Net assetsLn 32	$10.1M	$13.1M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Accounting feesLn 11c	$954		$954
Investment management feesLn 11f	$63K	$63K
Other expenses (24a–d)Ln 24	$1.9M	$1.9M	$0	$0
All other expensesLn 24e	$309		$309
Total functional expensesLn 25	$1.9M	$1.9M	$1K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$4.6M	$2.7M	$2.0M	$19.4M	990 PDF
FY2024	$4.0M	$2.8M	$1.1M	$16.1M	990 PDF
FY2023 Viewing	$3.5M	$1.9M	$1.5M	$13.1M	990 PDF
FY2022	$1.6M	$496K	$1.1M	$10.1M	990 PDF
FY2021	$10.0M	$55K	$9.9M	$10.9M	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 $3,481,895 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $0$0

I-9 Program service revenuePrior year $383,511$3,384,125

I-10 Investment incomePrior year $1,002,263$97,770

I-11 Other revenuePrior year $181,229$0

I-12 Total revenuePrior year $1,567,003$3,481,895

I-13 Grants and similar amounts paidPrior year $0$0

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $496,186$1,938,378

I-18 Total expensesPrior year $496,186$1,938,378

I-19 Revenue less expensesPrior year $1,070,817$1,543,517

Part VI · Governance 0 of 8 board members independent, no flags

VI-1a Voting members of the governing body8

VI-1b Independent voting members0

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 $3,481,895 across 5 lines filed

VIII-1h Total contributions, gifts and grants$0

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $3,384,125 · Unrelated business $0 · Excluded from tax $0$3,384,125

VIII-3 Investment incomeRelated to mission $97,770 · Unrelated business $0 · Excluded from tax $0$97,770

VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0

VIII-12 Total revenueRelated to mission $3,481,895 · Unrelated business $0 · Excluded from tax $0$3,481,895

Part IX · Statement of functional expenses $1,938,378 across 4 lines filed

IX-11c Accounting feesManagement $954$954

IX-11f Investment management feesPrograms $62,528$62,528

IX-24 Other expenses (24a–d)Programs $1,874,587 · Management $0 · Fundraising $0$1,874,587

IX-24e All other expensesManagement $309$309

IX-25 Total functional expensesPrograms $1,937,115 · Management $1,263 · Fundraising $0$1,938,378

Part X · Balance sheet $14,604,302 assets, 16 lines filed

X-1 Cash, non-interest-bearingStart of year $0$0

X-2 Savings and temporary cash investmentsStart of year $1,208,383$1,184,972

X-3 Pledges and grants receivableStart of year $0$0

X-4 Accounts receivableStart of year $336,980$322,156

X-8 Inventories for sale or useStart of year $0$0

X-9 Prepaid expenses and deferred chargesStart of year $110,506$183,942

X-11 Publicly traded securitiesStart of year $10,071,170$12,913,232

X-16 Total assetsStart of year $11,727,039$14,604,302

X-17 Accounts payable and accrued expensesStart of year $1,634,058$1,346,395

X-19 Deferred revenueStart of year $40,246$199,133

X-25 Other liabilitiesStart of year $0$0

X-26 Total liabilitiesStart of year $1,674,304$1,545,528

X-27 Net assets without donor restrictionsStart of year $10,052,735$13,058,774

X-28 Net assets with donor restrictionsStart of year $0$0

X-32 Total net assets or fund balancesStart of year $10,052,735$13,058,774

X-33 Total liabilities and net assetsStart of year $11,727,039$14,604,302

Part XI · Reconciliation of net assets $13,058,774 net assets at year end

XI-1 Total revenue$3,481,895

XI-2 Total expenses$1,938,378

XI-3 Revenue less expenses$1,543,517

XI-4 Net assets at start of year$10,052,735

XI-5 Net unrealized gains (losses) on investments$1,462,522

XI-6 Donated services and use of facilities$0

XI-7 Investment expenses$0

XI-8 Prior period adjustments$0

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$13,058,774

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

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Harmony Protection Group FY2023 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

By the numbers

Filing history

Schedules filed Part IV