Totals
- Total revenue
- $3,138,465
- Total expenses
- $3,012,163
- Contributions and grants received
- $3,105,409
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $33,056
- Other revenue
- $0
- Total assets, end of year
- $3,339,003
- Total liabilities, end of year
- $294,032
- Net assets or fund balances, end of year
- $3,044,971
- Program services expenses (Part IX)
- $2,637,606
- Management and general expenses
- $253,197
- Fundraising expenses
- $121,360
- Program service expenses (Part III)
- $2,637,606
Program services were 87.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1a · Federated campaigns
$195,619
-
1d · Related organizations
$54,340
-
1e · Government grants (contributions)
$1,902,439
-
1f · All other contributions, gifts and grants
$953,011
-
1g · Noncash contributions included above
$1,413
-
3 · Investment income
total $33,056 · excluded $33,056
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $324,450 · program services $166,782 · management and general $93,348 · fundraising $64,320
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $737,892 · program services $710,584 · management and general $12,815 · fundraising $14,493
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $219,113 · program services $148,937 · management and general $54,110 · fundraising $16,066
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $6,630 · program services $5,068 · management and general $897 · fundraising $665
-
11c · Fees: accounting
total $21,540 · program services $16,658 · management and general $2,527 · fundraising $2,355
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $336 · program services $226 · management and general $79 · fundraising $31
-
12 · Advertising and promotion
total $39,365 · program services $28,300 · management and general $1,028 · fundraising $10,037
-
13 · Office expenses
total $0
-
14 · Information technology
total $33,942 · program services $24,930 · management and general $5,609 · fundraising $3,403
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $13,905 · program services $13,564 · management and general $17 · fundraising $324
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $39,886 · program services $29,591 · management and general $6,298 · fundraising $3,997
-
23 · Insurance
total $11,510 · program services $8,476 · management and general $1,856 · fundraising $1,178
-
24a · Other expenses: PERMANENT HOUSING PROGRAM
total $1,079,263 · program services $1,078,527 · management and general $736
-
24b · Other expenses: EMERGENCY ASSISTANCE
total $401,762 · program services $332,762 · management and general $69,000
-
24c · Other expenses: SAVINGS PROGRAM MATCH
total $45,000 · program services $45,000
-
24d · Other expenses: REPAIRS & MAINTENANCE
total $14,902 · program services $11,063 · management and general $2,360 · fundraising $1,479
-
24e · All other expenses
total $22,667 · program services $17,138 · management and general $2,517 · fundraising $3,012
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $0
-
2 · Savings and temporary cash investments
beginning of year $1,392,546 · end of year $1,078,935
-
3 · Pledges and grants receivable
beginning of year $396,821 · end of year $318,841
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $16,138 · end of year $17,418
-
10a · Land, buildings and equipment: cost or other basis
$1,488,795
-
10b · Land, buildings and equipment: accumulated depreciation
$83,868
-
10c · Land, buildings and equipment, net
beginning of year $1,270,199 · end of year $1,404,927
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $131,508 · end of year $518,882
-
17 · Accounts payable and accrued expenses
beginning of year $137,714 · end of year $136,032
-
19 · Deferred revenue
beginning of year $154,000 · end of year $158,000
-
27 · Net assets without donor restrictions
beginning of year $2,801,165 · end of year $2,819,961
-
28 · Net assets with donor restrictions
beginning of year $114,333 · end of year $225,010
Mission and programs · 2023
Mission
OPEN HEARTH, INC., A LEADER IN RESOURCE COORDINATION AND COMMUNITY BUILDING EFFORTS, PROVIDES INNOVATIVE PROGRAMS TO SUPPORT AND EMPOWER PEOPLE TO END THE CYCLE OF HOMELESSNESS, ACQUIRE AFFORDABLE HOUSING, A MEANS OF TRANSPORTATION, WORKFORCE OPPORTUNITIES, AND ACHIEVE FINANCIAL STABILITY.
Activities or mission (Part I)
OPEN HEARTH, INC., A PRIVATE NONPROFIT ORGANIZATION SERVING CHESTER COUNTY AND PORTIONS OF MONTGOMERY COUNTY, PROVIDES INNOVATIVE PROGRAMS TO HELP PEOPLE END THE CYCLE OF HOMELESSNESS AND ACHIEVE FINANCIAL SELF-SUFFICIENCY. THROUGH ITS OWN DIRECT PROVISION OF SERVICES, AS WELL AS AN ESTABLISHED NETWORK OF OTHER NONPROFITS, THE ORGANIZATION SUPPORTS AND EMPOWERS PEOPLE AS THEY ACQUIRE AFFORDABLE HOUSING, A MEANS OF TRANSPORTATION, AND FINANCIAL VIABILITY.
-
OPEN HEARTH ADMINISTERED PERMANENT HOUSING SUBSIDIES FOR 86 INDIVIDUALS AND FAMILIES WHO EXPERIENCED HOMELESSNESS AND HAVE A DOCUMENTED DISABILITY VIA THE CONTINUUM OF CARE PERMANENT SUPPORTIVE HOUSING PROGRAM (COC). ADDITIONALLY, OPEN HEARTH, INC. PROVIDES HOUSING STARTUP COSTS, EMERGENCY FINANCIAL ASSISTANCE TO PREVENT EVICTION OR UTILITY SHUT-OFF, AND HOTEL RESPITE FOR ADULTS EXPERIENCING HOMELESSNESS WHO HAVE A DIAGNOSIS OF A SERIOUS AND PERSISTENT MENTAL ILLNESS THROUGH THE HOUSING CONTINGENCY FUND PROGRAM (HCF). A TOTAL OF 75 HOUSEHOLDS RECEIVED HCF ASSISTANCE THIS YEAR. THE TARGETED HOMELESSNESS RESOURCE COORDINATOR (THRC) POSITION WAS ESTABLISHED IN JANUARY 2020 AS AN INTEGRAL PART OF CHESTER COUNTY'S EFFORT TO END HOMELESSNESS. ACCORDING TO THE US DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD), THE BEST PRACTICE FOR ENDING HOMELESSNESS FOR ANY POPULATION IS THROUGH THE CREATION AND MANAGEMENT OF A BY-NAME LIST. THE THRC IS RESPONSIBLE FOR WORKING IN CONCERT WITH CHESTER COUNTY'S HOMELESS MANAGEMENT INFORMATION SYSTEM (HMIS) DATA LEAD TO MAINTAIN AND MONITOR THIS LIST, WHILE ALSO OVERSEEING A COMMUNITY-WIDE EFFORT AMONG ALL HOUSING PROVIDERS TO PRIORITIZE THOSE ON THIS LIST FOR PERMANENT HOUSING OPPORTUNITIES. THIS IS PRIMARILY DONE BY FACILITATING MULTIPLE BIWEEKLY CASE CONFERENCE MEETINGS WITH CROSS-SYSTEM PROVIDERS TO ENSURE THAT ALL HOUSEHOLDS EXPERIENCING HOMELESSNESS ARE EQUITABLY OFFERED SERVICES AND HOUSING RESOURCES. IN 2023, 514 HOUSEHOLDS WERE CASE CONFERENCED.
Expenses $1,996,282
-
THE FAMILY SAVINGS PARTNER (FSP) PROGRAM ASSISTS ELIGIBLE HOUSEHOLDS IN BUILDING ASSETS BY PROVIDING MATCHED SAVINGS FOR PROGRAM GRADUATES TO BE APPLIED TOWARDS FIRST-TIME HOME OWNERSHIP, HIGHER EDUCATION, OR CAR PURCHASE. THIS PAST YEAR, FSP SERVED A TOTAL OF 80 HOUSEHOLDS, WITH 24 SUCCESSFULLY PURCHASING THEIR DESIRED ASSETS. FURTHERMORE, EMBEDDED IN FSP - AND AVAILABLE TO THE PUBLIC - ARE FREE FINANCIAL EDUCATION WORKSHOPS ON TOPICS INCLUDING BUT NOT LIMITED TO BUDGETING, CREDIT REPAIR, HOME PURCHASE, FINANCING COLLEGE, AND THE CAR BUYING PROCESS. 18 PERSONAL FINANCIAL EDUCATION WORKSHOPS WERE HOSTED THROUGHOUT THE YEAR WITH 204 TOTAL (70 UNDUPLICATED) ATTENDEES. OUR FINANCIAL NAVIGATORS SERVE AS A POINT OF ENTRY FOR THE UNITED WAY OF CHESTER COUNTY'S FINANCIAL STABILITY CENTER LOCATED IN EXTON, PA. THEIR PRIMARY ROLE IS TO PROVIDE FINANCIAL COACHING SERVICES TO CLIENTS WHO ASPIRE TO ACHIEVE THE GOAL(S) OF INCREASING INCOME, DECREASING DEBT, AND/OR BUILDING SAVINGS. ADDITIONALLY, THEY FUNCTION AS RESOURCE COORDINATORS, CONNECTING CLIENTS TO OTHER SERVICES HOUSED AT THE FINANCIAL STABILITY CENTER, AS WELL AS TO OTHER COMMUNITY-BASED ORGANIZATIONS. A TOTAL OF 383 CLIENTS WERE SERVED THIS YEAR, WHICH INCLUDES 84 NEW FULL-SERVICE, 179 BRIEF SERVICES, AND 120 FULL-SERVICE CLIENTS CARRIED OVER FROM THE PREVIOUS YEAR.
Expenses $641,324
-
OPEN HEARTH, INC.'S MISSION INCLUDES THE ORGANIZATION'S ONGOING EFFORTS TO STRENGTHEN THE COMMUNITY AND MEET THE NEEDS OF THOSE THAT IT SERVES. THE ORGANIZATION HAS TAKEN A LEADERSHIP POSITION IN THE COMMUNITY ON THE ISSUES OF AFFORDABLE HOUSING, FINANCIAL STABILITY, AND IMPROVED QUALITY OF LIFE FOR ALL. THE CEO SERVES ON THE COMMUNITY COALITION BOARD AND CHAIRS THE GOVERNANCE BOARD OF THE CHESTER COUNTY PARTNERSHIP TO END HOMELESSNESS. ADDITIONAL STAFF SERVE ON OTHER COMMUNITY INITIATIVES INCLUDING THE PHOENIXVILLE AFFORDABLE HOUSING COUNCIL, PHOENIXVILLE HOSPITAL COMMUNITY BENEFIT COMMITTEE, THE CHESTER COUNTY HOUSING AUTHORITY'S FAMILY SELF SUFFICIENCY COMMITTEE, RIDE FOR HEALTH INITIATIVE, AND PHOENIXVILLE SCHOOL DISTRICT'S HUB, JUST TO NAME A FEW. THE ORGANIZATION ALSO CREATED AND PUBLISHED SIX EDITIONS OF THE HELP BOOK: A HEALTH AND HUMAN SERVICES GUIDE, A POPULAR RESOURCE FOR AGENCIES, ORGANIZATIONS, AND COMMUNITY MEMBERS TO CONNECT THEIR NEEDS TO LOCAL AREA SERVICES. ADDITIONALLY, OPEN HEARTH, INC. FOUNDED AND FACILITATES THE PHOENIXVILLE AREA RESOURCE NETWORK (PARN), A MONTHLY DROP-IN MEETING ATTENDED EACH YEAR BY THE STAFF OF OVER 100 LOCAL SOCIAL SERVICE AGENCIES.
As filed on the 2023 return.
Listed in Part VII
-
Kelly RaggazinoKELLY RAGGAZINO
CEO
- Total calculated
- $136,000
- From this org
- $136,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Katelyn Malis PattisonKATELYN MALIS PATTISON
COO
- Total calculated
- $94,950
- From this org
- $94,950
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Christina Wheeler TowneCHRISTINA WHEELER TOWNE
CFO
- Total calculated
- $93,500
- From this org
- $93,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Edwin SantiagoEDWIN SANTIAGO
President
- Total calculated
- $0
- Hours/week
- 1
-
David ShellenbergerDAVID SHELLENBERGER
Vice President
- Total calculated
- $0
- Hours/week
- 1
-
Lisa KorabLISA KORAB
Director
- Total calculated
- $0
- Hours/week
- 1
-
Crystal JohnsCRYSTAL JOHNS
Director
- Total calculated
- $0
- Hours/week
- 1
-
David Megay EsqDAVID MEGAY ESQ
Director
- Total calculated
- $0
- Hours/week
- 1
-
Melissa E Scott EsqMELISSA E SCOTT ESQ
Director
- Total calculated
- $0
- Hours/week
- 1
-
Ryan DadolyRYAN DADOLY
Director
- Total calculated
- $0
- Hours/week
- 1
-
Charles BenzCHARLES BENZ
Director
- Total calculated
- $0
- Hours/week
- 1
-
Ryan WarwickRYAN WARWICK
Director
- Total calculated
- $0
- Hours/week
- 1
-
Tamara ClarkeTAMARA CLARKE
Director
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · FUNDRAISING · PA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 9 September 2024
- IRS schema version
- 2023v5.1
- Source object
- 202422539349300027
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.