Civic Intelligence

Home Assistance Referral Team Inc

EIN 16-1217356 • 501(c)3 • Lewiston, NY

Profile

Hart(home assistance referral team), inc. Is a non-profit organization whose mission is to enable members of our community to maintain quality of life in their own home by linking them with qualified and affordable help.

505 Cayuga StLewiston, NY 14092-1653

www.hartprogram.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

75th percentile

0.05x

Higher debt load relative to assets than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

55th percentile

4.0%

Higher net margin than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

96th percentile

$68,457

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 33.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

76th percentile

20%

Faster asset growth than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

69%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$27,656

Up $4,586 (+20%) from 2023

Liabilities

Down

$1,356

Down $3,644 (-73%) from 2023

Net Assets

$26,300

No earlier filing loaded for comparison.

Revenue

Up

$207,551

Up $84,818 (+69%) from 2023

Expenses

Down

$199,321

Down $7,088 (-3.4%) from 2023

Net Income

Up

$8,230

Up $91,906 (+110%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2017: $59,606Liabilities 2017: $1,0682017Assets 2018: $82,054Liabilities 2018: $02018Assets 2019: $66,568Liabilities 2019: $02019Assets 2020: $73,093Liabilities 2020: $11,9592020Assets 2021: $89,364Liabilities 2021: $0Net Assets 2021: $89,3642021Assets 2022: $101,746Liabilities 2022: $02022Assets 2023: $23,070Liabilities 2023: $5,0002023Assets 2024: $27,656Liabilities 2024: $1,356Net Assets 2024: $26,3002024

Highlighted filing

2024

Assets$27,656
Liabilities$1,356
Net Assets$26,300

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2017: $71,119Expenses 2017: $42,293Net Income 2017: $28,8262017Revenue 2018: $86,631Expenses 2018: $63,115Net Income 2018: $23,5162018Revenue 2019: $72,512Expenses 2019: $87,998Net Income 2019: -$15,4862019Revenue 2020: $79,543Expenses 2020: $84,977Net Income 2020: -$5,4342020Revenue 2021: $120,613Expenses 2021: $92,383Net Income 2021: $28,2302021Revenue 2022: $179,238Expenses 2022: $166,856Net Income 2022: $12,3822022Revenue 2023: $122,733Expenses 2023: $206,409Net Income 2023: -$83,6762023Revenue 2024: $207,551Expenses 2024: $199,321Net Income 2024: $8,2302024

Highlighted filing

2024

Revenue$207,551
Expenses$199,321
Net Income$8,230

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.2
Gross Receipts
$207,551
Mission and Program Overview

Mission

CHARITABLE

Hart(home assistance referral team), inc. Is a non-profit organization whose mission is to enable members of our community to maintain quality of life in their own home by linking them with qualified and affordable help.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$3,532$13,698▲ $10,166
Land, Buildings, and Equipment, Net$14,423$11,734▼ $2,689
Savings and Temporary Cash Investments$5,115$2,224▼ $2,891
Total Assets$23,070$27,656▲ $4,586
Liabilities
Other Liabilities$5,000$1,356▼ $3,644
Total Liabilities$5,000$1,356▼ $3,644
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$15,430$24,334▲ $8,904
Net Assets With Donor Restrictions$2,640$1,966▼ $674
Total Net Assets Fund Balance$18,070$26,300▲ $8,230
Total Liabilities and Net Assets / Fund Balance$23,070$27,656▲ $4,586

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,226$12,006-
Leasehold Improvements$5,508$3,114-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
CHRISTINE S O'HARAStaffFT$68,457$68,457

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$205,155
Program Service Revenue
$0
Investment Income
$110
Other Revenue
$2,286
All Other Contributions
$147,825
Change in Net Assets
$8,230
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$155,096
Other Expenses$44,225
Total Fundraising Expense$37,788
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$98,238$25,896$19,175$143,309
Payroll Taxes$8,080$2,130$1,577$11,787
Other Expenses$52$0$11,072$11,124
Insurance$6,245$2,675$1,219$10,139
Office Expenses$4,711$1,433$2,514$8,658
Fees for Services Other$789$1,881$789$3,459
Depreciation Depletion$1,844$486$360$2,690
Interest$1,269$335$248$1,852
Conferences and Meetings$1,723$0$0$1,723
Advertising$836$0$836$1,672
Fees for Services Accounting$0$1,100$0$1,100
All Other Expenses$-1$-3$-2$-6
Total Functional Expenses$123,786$37,747$37,788$199,321
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Drive$25,725$25,725-$25,725
Golf Tournament$21,210$21,210-$21,210
Total Events$46,935$46,935-$46,935
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Payable$1,019
Ny Pfl & Diability Payable$337
Bank Line of Credit$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Home Assistance Referral Team Inc
EIN
16-1217356
Phone
7167548313
Address
505 CAYUGA ST, LEWISTON, NY 14092-1653

Signing Officer

Name
Patricia E Berggren
Title
Chairperson
Phone
7167548313
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia E Berggren
Formed
1983
Legal Domicile
Ny
Voting Board Members
13
Independent Board Members
13
Employees
5
Volunteers
5

Preparer

Firm
Romeo Accounting
Address
3120 MILITARY ROAD, NIAGARA FALLS, NY 14304
Preparer
Franca Romeo
Phone
7162974644
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

This is the first year a 990 form has been required, previously the organization filed 990 EZ. Due to a staff transition, the organization was not able to present the form in advance of filing, but will review submitted form at the next board meeting. Going forward, the 990 will be prepared in advance of filing date and reviewed at a Board meeting prior to submission.

Pt VI, Line 12C

The conflict policy is reviewed annually at the first Board meeting and asked tha each Board member self disclose if ther is a conflict or question on a conflict. In addition, if a new Board member is brought on, they are asked at that time to self disclose if conclifct or question on conflict. Any conflict or question of conflict is reviewed at the board meetings and documented in minutes and include in reporting for 990.

Pt VI, Line 15A

Review of executive director compensation is done by the executive committee of the board. The committee will solicit staff input in addition to benchmark and program acheivements for consideration during this process. They present a performance review to the executive director and agree to any compensation updates which are implemented by the accounting staff member within the payroll system.

Pt XII, Line 1

The organization records revenue and expenses primarily when cash is received or paid. We do recognize credit card transactions at time of purchase and record a credit card liability. We also maintain a fixed asset and depreciation schedule.

Pt VI, Line 15B

Review of employee compensation is done by the executive committee of the board. The committee will solicit staff input in addition to benchmark and program acheivements for consideration during this process. They present a performance review to the executive director and agree to any compensation updates which are implemented by the accounting staff member within the payroll system.

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IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt352
IRS990/OtherExpensesGrp/TotalAmt0210
IRS990/OtherExpensesGrp/TotalAmt1604
IRS990/OtherExpensesGrp/TotalAmt21000
IRS990/OtherExpensesGrp/TotalAmt311124
IRS990/OtherLiabilitiesGrp/BOYAmt05000
IRS990/OtherLiabilitiesGrp/EOYAmt01356
IRS990/OtherRevenueMiscGrp/BusinessCd0624190
IRS990/OtherRevenueMiscGrp/Desc0BACKGROUND CHECK REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02286
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt02286
IRS990/OtherRevenueTotalAmt02286
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt019175
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt025896
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt098238
IRS990/OtherSalariesAndWagesGrp/TotalAmt0143309
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01577
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02130
IRS990/PayrollTaxesGrp/ProgramServicesAmt08080
IRS990/PayrollTaxesGrp/TotalAmt011787
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0PATRICIA E BERGGREN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0120706
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01120
IRS990/PYOtherExpensesAmt049453
IRS990/PYOtherRevenueAmt0907
IRS990/PYRevenuesLessExpensesAmt0-83676
IRS990/PYSalariesCompEmpBnftPaidAmt0156956
IRS990/PYTotalExpensesAmt0206409
IRS990/PYTotalRevenueAmt0122733
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt08230
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0207551
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05115
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02224
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part III, Line 12 Description: BACKGROUND CHECK REVENUE 2022: 560. 2023: 907. 2024: 2286.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt III Ln 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0205155
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0120706
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0176494
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0120613
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt079445
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0702413
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0110
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01120
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02184
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03414
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0110
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01120
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02184
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03414
IRS990ScheduleA/InvestmentIncomeCYPct00.00480
IRS990ScheduleA/InvestmentIncomePYPct00.00580
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt02286
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0907
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0560
IRS990ScheduleA/OtherIncome509Grp/TotalAmt03753
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.98990
IRS990ScheduleA/PublicSupportPY509Pct00.99170
IRS990ScheduleA/PublicSupportTotal509Amt0702413
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0205155
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0120706
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0176494
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0120613
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt079445
IRS990ScheduleA/Total509Grp/TotalAmt0702413
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0709580
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt06226
IRS990ScheduleD/EquipmentGrp/DepreciationAmt012006
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt018232
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt05508
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt03114
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt08622
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01019
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt10
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2337
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1BANK LINE OF CREDIT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2NY PFL & DIABILITY PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011734
IRS990ScheduleD/TotalLiabilityAmt01356
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL DRIVE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt025725
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt021210
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt046935
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025725
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt021210
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt046935
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt046935
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0This is the first year a 990 form has been required, previously the organization filed 990 EZ. Due to a staff transition, the organization was not able to present the form in advance of filing, but will review submitted form at the next board meeting. Going forward, the 990 will be prepared in advance of filing date and reviewed at a Board meeting prior to submission.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The conflict policy is reviewed annually at the first Board meeting and asked tha each Board member self disclose if ther is a conflict or question on a conflict. In addition, if a new Board member is brought on, they are asked at that time to self disclose if conclifct or question on conflict. Any conflict or question of conflict is reviewed at the board meetings and documented in minutes and include in reporting for 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Review of executive director compensation is done by the executive committee of the board. The committee will solicit staff input in addition to benchmark and program acheivements for consideration during this process. They present a performance review to the executive director and agree to any compensation updates which are implemented by the accounting staff member within the payroll system.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization records revenue and expenses primarily when cash is received or paid. We do recognize credit card transactions at time of purchase and record a credit card liability. We also maintain a fixed asset and depreciation schedule.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Review of employee compensation is done by the executive committee of the board. The committee will solicit staff input in addition to benchmark and program acheivements for consideration during this process. They present a performance review to the executive director and agree to any compensation updates which are implemented by the accounting staff member within the payroll system.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c

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