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Nonprofiteer
← HEARTH CONNECTION

Form 990 for tax year 2023

Filed by HEARTH CONNECTION.

Totals

Total revenue
$12,804,118
Total expenses
$12,800,392
Contributions and grants received
$11,118,328
Grants paid
$10,886,384
Program service revenue
$1,676,075
Investment income
$2,346
Other revenue
$7,369
Total assets, end of year
$1,251,935
Total liabilities, end of year
$403,447
Net assets or fund balances, end of year
$848,488
Program services expenses (Part IX)
$12,550,144
Management and general expenses
$248,062
Fundraising expenses
$2,186
Program service expenses (Part III)
$12,550,144

Program services were 98.0% 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

    $40,000

  • 1e · Government grants (contributions)

    $10,906,747

  • 1f · All other contributions, gifts and grants

    $171,581

  • 2a · Program service revenue: CONTRACT INCOME

    total $1,671,975 · related or exempt $1,671,975

  • 2b · Program service revenue: TECHNICAL ASSISTANCE

    total $4,100 · related or exempt $4,100

  • 3 · Investment income

    total $2,346 · excluded $2,346

  • 11d · All other revenue

    total $7,369 · excluded $7,369

  • 11e · Other revenue, total

    $7,369

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $10,886,384 · program services $10,886,384

  • 5 · Compensation of officers, directors and key employees

    total $254,353 · program services $102,867 · management and general $151,486

  • 7 · Other salaries and wages

    total $950,232 · program services $949,509 · fundraising $723

  • 8 · Pension plan contributions

    total $18,422 · program services $18,407 · fundraising $15

  • 9 · Other employee benefits

    total $168,732 · program services $168,625 · fundraising $107

  • 10 · Payroll taxes

    total $85,421 · program services $77,608 · management and general $7,766 · fundraising $47

  • 11c · Fees: accounting

    total $32,467 · management and general $32,467

  • 11d · Fees: lobbying

    total $30,359 · program services $28,000 · management and general $2,359

  • 11g · Fees: other

    total $4,877 · program services $513 · management and general $4,332 · fundraising $32

  • 13 · Office expenses

    total $23,360 · program services $18,108 · management and general $5,079 · fundraising $173

  • 14 · Information technology

    total $51,855 · program services $48,209 · management and general $3,410 · fundraising $236

  • 16 · Occupancy

    total $69,130 · program services $62,487 · management and general $6,237 · fundraising $406

  • 17 · Travel

    total $5,066 · program services $5,066

  • 19 · Conferences, conventions and meetings

    total $4,227 · program services $1,788 · management and general $2,237 · fundraising $202

  • 22 · Depreciation, depletion and amortization

    total $1,253 · program services $1,157 · management and general $90 · fundraising $6

  • 23 · Insurance

    total $41,885 · program services $37,889 · management and general $3,761 · fundraising $235

  • 24a · Other expenses: BAD DEBT

    total $69,307 · program services $69,307

  • 24b · Other expenses: RESEARCH

    total $37,900 · program services $37,900

  • 24c · Other expenses: COUNTY REIMBURSEMENTS

    total $15,844 · program services $15,844

  • 24d · Other expenses: DUES & SUBSCRIPTIONS

    total $2,877 · program services $2,877

  • 24e · All other expenses

    total $46,441 · program services $17,599 · management and general $28,838 · fundraising $4

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $14,226 · end of year $50

  • 2 · Savings and temporary cash investments

    beginning of year $313,370 · end of year $868,545

  • 3 · Pledges and grants receivable

    beginning of year $1,858,883 · end of year $233,183

  • 4 · Accounts receivable

    beginning of year $179,854

  • 9 · Prepaid expenses and deferred charges

    beginning of year $43,910 · end of year $31,254

  • 10a · Land, buildings and equipment: cost or other basis

    $51,892

  • 10b · Land, buildings and equipment: accumulated depreciation

    $33,642

  • 10c · Land, buildings and equipment, net

    beginning of year $2,738 · end of year $18,250

  • 15 · Other assets

    beginning of year $162,164 · end of year $100,653

  • 17 · Accounts payable and accrued expenses

    beginning of year $236,673 · end of year $40,954

  • 19 · Deferred revenue

    beginning of year $281,305 · end of year $265,808

  • 23 · Secured mortgages and notes payable

    beginning of year $1,055,000 · end of year $0

  • 25 · Other liabilities

    beginning of year $157,405 · end of year $96,685

  • 27 · Net assets without donor restrictions

    beginning of year $804,212 · end of year $847,938

  • 28 · Net assets with donor restrictions

    beginning of year $40,550 · end of year $550

Mission and programs · 2023

Mission

HEARTH CONNECTION'S MISSION IS TO BUILD RELATIONSHIPS, RESOURCES, INFRASTRUCTURE AND UNDERSTANDING, SO THAT NO ONE IN MINNESOTA REMAINS HOMELESS, AND PEOPLE WHO WERE HOMELESS CAN PROSPER.

Activities or mission (Part I)

LEADING EFFORTS TO ASSIST MINNESOTANS EXPERIENCING HOMELESSNESS AND HOUSING INSTABILITY

  • HEARTH CONNECTION WORKS WITH A BROAD RANGE OF STAKEHOLDERS TO STRENGTHEN MINNESOTA'S NETWORK OF SUPPORTIVE HOUSING FOR PEOPLE EXPERIENCING LONG HISTORIES OF HOMELESSNESS. AS AN INTERMEDIARY BETWEEN GOVERNMENT, PHILANTHROPY, AND DIRECT SERVICE PROVIDERS, HEARTH CONNECTION PROVIDES FUNDING AND ADMINISTRATIVE SUPPORT, AS WELL AS FISCAL AND PROGRAMMATIC OVERSIGHT TO COMMUNITY ORGANIZATIONS IN 46 COUNTIES IN MINNESOTA. IN 2023, HEARTH CONNECTION MANAGED FINANCES, ADMINISTRATION, SERVICE PROVIDER OVERSIGHT, REPORTING AND OTHER FUNCTIONS FOR FOUR (4) REGIONAL COLLABORATIVES THAT SUPPORTED 2,874 PEOPLE ACROSS 1,670 HOUSEHOLDS IN THE METRO, NORTHEASTERN, SOUTHEASTERN AND CENTRAL MINNESOTA REGIONS.

    Expenses $12,550,144 · Grants $10,886,384 · Revenue $1,676,075

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Sam Smith

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Julie Grothe

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Stacy Wells

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Ryan Robinson

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Ed Arias

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kelli Johnson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Rick Kahn

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Meredith Vadis

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Angela Wilhight

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Marie Zimmerman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Marcus Schmit

    EXECUTIVE DIRECTOR

    Total calculated
    $160,942
    From this org
    $139,211
    From related orgs
    $0
    Other
    $21,731
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,211
    Bonus
    $0
    Other
    $0
    Deferred
    $7,284
    Nontaxable benefits
    $14,447
    Filer's total
    $160,942

  • Winda Roets

    DIRECTOR OF FINANCE

    Total calculated
    $93,411
    From this org
    $82,410
    From related orgs
    $0
    Other
    $11,001
    Hours/week
    40

  • Eric Hands

    DIRECTOR OF SOFTWARE DEVELOPMENT

    Total calculated
    $115,722
    From this org
    $102,133
    From related orgs
    $0
    Other
    $13,589
    Hours/week
    40

  • Kristine Davis

    DEPUTY EXECUTIVE DIRECTOR

    Total calculated
    $105,046
    From this org
    $100,545
    From related orgs
    $0
    Other
    $4,501
    Hours/week
    40

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
14 October 2024
IRS schema version
2023v5.1
Source object
202422899349301742

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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