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Harwood Place Inc

EIN 39-1531532 · Wauwatosa, WI

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthWeak35 out of 100GovernanceStrong100 out of 100Impact evidenceDescribes programsHow well its results are evidenced

Points to look into

  • It owes more than it owns.

These come from the organization's own tax return. There may be a good explanation; ask the charity.

What it says it does

HARWOOD PLACE, INC. IS DEDICATED TO SERVING OLDER ADULTS AND ENRICHING THE LIVES OF THOSE WE TOUCH BY PROVIDING COMPASSIONATE AND LOVING CARE.

Income
$9.5 million
Spending
$9.0 million
Spent on programs
75%
Reserves
-34 months of spending
Largest source of income
fees for its services, 90%
Employees
125
Volunteers
91
Highest pay
$279,035, president & ceo

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Weak: 35 out of 100. Higher than 13% of charities in its peer group (housing, $1m to $10m).

  • Reserves

    0 of 35

    Spendable reserves are negative: it owes or has committed more than it holds.

  • Debt

    0 of 20

    It owes 163% of what it owns.

  • Living within its means

    15 of 15

    Income exceeded spending by 5% of income.

  • Income trend

    5 of 15

    Income fell 16% on the year before.

  • Spending floor

    15 of 15

    75% of spending went to programs and raising each dollar of donations cost 0 cents.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Strong: 100 out of 100. Higher than 70% of charities in its peer group (housing, $1m to $10m).

  • Independent board

    25 of 25

    16 of 16 voting board members are independent.

  • Conflict of interest policy

    15 of 15

    Has a written conflict of interest policy.

  • Whistleblower policy

    8 of 8

    Has a written whistleblower policy.

  • Record keeping policy

    7 of 7

    Has a written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    10 of 10

    Gave the board a copy of this return before filing it.

  • Pay set independently

    5 of 5

    Sets its chief executive's pay through independent review and comparison.

  • Independent check of accounts

    15 of 15

    Its accounts were audited by an independent accountant.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (2)
  1. $4.8 million spent. RETIREMENT HOUSING - HARWOOD LEASES 169 INDEPENDENT LIVING APARTMENTS THAT ARE ALL LICENSED AS RCAC'S. THE APARTMENTS RANGE IN SQUARE FOOTAGE WITH ONE OR TWO BEDROOM OPTIONS. SERVICES OFFERED INCLUDE A WELLNESS CENTER, RESTAURANT, GIFT SHOP, EXTRACURRICULAR ACTIVITIES, MEAL PLAN, HOUSEKEEPING SERVICES, LAUNDRY ROOMS, GUEST ROOMS, IN-HOUSE BEAUTY SHOP, CHAPEL SERVICES, AND RCAC SERVICES. DURING THE YEAR HARWOOD AVERAGED 136 LEASED APARTMENTS.
  2. $2.0 million spent. COMMUNITY BASED RESIDENTIAL FACILITY - HARWOOD HAS A 32 UNIT CBRF FOR FRAIL ELDERLY NOT NEEDING NURSING HOME SERVICES YET BUT UNABLE TO LIVE INDEPENDENTLY. THE SERVICES OFFERED ARE 24 HOUR NURSING SERVICES, 3 MEALS PER DAY, HOUSEKEEPING, AND LAUNDRY SERVICES. THE CBRF RESIDENTS ALSO HAVE ACCESS TO THE WELLNESS CENTER, IN-HOUSE BEAUTY SHOP, CHAPEL SERVICES, AND EXTRACURRICULAR ACTIVITIES. DURING THE YEAR HARWOOD AVERAGED 28 FILLED CBRF ROOMS.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated September 30, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated September 10, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending December 2025.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since March 1990.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 7, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.