Civic Intelligence

The Heartstone Foundation

EIN 20-6197750 • Brookline, MA

42 Fisher AvenueBrookline, MA 02445
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

Net Margin

56th percentile

9.1%

Higher net margin than 56% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

38th percentile

1.0%

Faster asset growth than 38% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

83%

Faster revenue growth than 86% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$13,864,238

Up $138,620 (+1.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$13,864,238

Up $138,620 (+1.0%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin56th percentile

Revenue

Up

$1,524,324

Up $693,070 (+83%) from 2023

Expenses

Up

$1,385,704

Up $345,140 (+33%) from 2023

Net Income

Up

$138,620

Up $347,930 (+166%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $13,966,346Liabilities 2011: $02011Assets 2012: $13,404,019Liabilities 2012: $02012Assets 2013: $12,791,604Liabilities 2013: $02013Assets 2014: $12,203,305Liabilities 2014: $0Net Assets 2014: $12,203,3052014Assets 2015: $15,559,440Liabilities 2015: $0Net Assets 2015: $15,559,4402015Assets 2016: $15,034,453Liabilities 2016: $0Net Assets 2016: $15,034,4532016Assets 2017: $14,829,441Liabilities 2017: $0Net Assets 2017: $14,829,4412017Assets 2018: $14,916,464Liabilities 2018: $0Net Assets 2018: $14,916,4642018Assets 2019: $14,838,747Liabilities 2019: $0Net Assets 2019: $14,838,7472019Assets 2020: $14,771,468Liabilities 2020: $0Net Assets 2020: $14,771,4682020Assets 2021: $14,924,136Liabilities 2021: $0Net Assets 2021: $14,924,1362021Assets 2022: $13,954,706Liabilities 2022: $0Net Assets 2022: $13,954,7062022Assets 2023: $13,725,618Liabilities 2023: $0Net Assets 2023: $13,725,6182023Assets 2024: $13,864,238Liabilities 2024: $0Net Assets 2024: $13,864,2382024

Highlighted filing

2024

Assets$13,864,238
Liabilities$0
Net Assets$13,864,238
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $113,668Expenses 2011: $837,562Net Income 2011: -$723,8942011Revenue 2012: $201,683Expenses 2012: $862,392Net Income 2012: -$660,7092012Revenue 2013: $230,931Expenses 2013: $843,346Net Income 2013: -$612,4152013Revenue 2014: $314,744Expenses 2014: $903,043Net Income 2014: -$588,2992014Revenue 2015: $4,275,461Expenses 2015: $919,326Net Income 2015: $3,356,1352015Revenue 2016: $407,950Expenses 2016: $932,937Net Income 2016: -$524,9872016Revenue 2017: $659,002Expenses 2017: $864,014Net Income 2017: -$205,0122017Revenue 2018: $1,219,823Expenses 2018: $1,132,800Net Income 2018: $87,0232018Revenue 2019: $561,761Expenses 2019: $639,478Net Income 2019: -$77,7172019Revenue 2020: $799,378Expenses 2020: $866,657Net Income 2020: -$67,2792020Revenue 2021: $1,053,827Expenses 2021: $901,159Net Income 2021: $152,6682021Revenue 2022: $87,071Expenses 2022: $1,056,501Net Income 2022: -$969,4302022Revenue 2023: $831,254Expenses 2023: $1,040,564Net Income 2023: -$209,3102023Revenue 2024: $1,524,324Expenses 2024: $1,385,704Net Income 2024: $138,6202024

Highlighted filing

2024

Revenue$1,524,324
Expenses$1,385,704
Net Income$138,620
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,864,238
Liabilities
$0
Net assets
$13,864,238
Revenue
$1,524,324
Expenses
$1,385,704
Net income
$138,620
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$1.52$1.39$0.14
2023Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$0.83$1.04$0.21
2022Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$0.09$1.06$0.97
2021Detailed filing. Detailed filing data is available for this year.$14.9$0.00$14.9$1.05$0.90$0.15
2020Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$0.80$0.87$0.07
2019Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$0.56$0.64$0.08
2018Detailed filing. Detailed filing data is available for this year.$14.9$0.00$14.9$1.22$1.13$0.09
2017Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$0.66$0.86$0.21
2016Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$0.41$0.93$0.52
2015Detailed filing. Detailed filing data is available for this year.$15.6$0.00$15.6$4.28$0.92$3.36
2014Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$0.31$0.90$0.59
2013Summary only. Only limited summary data is available for this year.$12.8$0.00$0.23$0.84$0.61
2012Summary only. Only limited summary data is available for this year.$13.4$0.00$0.20$0.86$0.66
2011Summary only. Only limited summary data is available for this year.$14.0$0.00$0.11$0.84$0.72
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 26, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE SWARTZTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Heartstone Foundation
EIN
20-6197750
Phone
6174133736
Address
42 FISHER AVENUE, BROOKLINE, MA 02445

Signing Officer

Name
Julie Swartz
Title
Trustee
Phone
6174133736
Signed
2025-06-26
Discuss with paid preparer
Yes

Preparer

Firm
Daigle & Associates Llp
Address
91 MONTVALE AVE - SUITE 100, STONEHAM, MA 02180
Preparer
Andrew P Rice
Phone
6176193350
Raw XML Appendix326 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt09075
AppliedToPriorYearElection/ElectionDesc0PURSUANT TO TREASURY REGULATIONS SECTION 53.4942(A)-(3)(D)(2) THE HEARTSTONE FOUNDATION HEREBY ELECTS TO APPLY A PORTION OF ITS QUALIFYING DISTRIBUTIONS MADE IN THE TAXABLE YEAR ENDING 12/31/2024 TO SATISFY THE REMAINING UNDISTRIBUTED INCOME FROM TAXABLE YEAR ENDING:12/31/2022 - $323,532
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt285000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3737216
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CHARITABLE SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL CHARITABLE SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL CHARITABLE SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL CHARITABLE SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0TEMPLE OHABHEI SHALOM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CONCORD ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE BEMENT SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3FIDELITY CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY,SEC.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY,SEC.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY,SEC.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY,SEC.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01187 BEACON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1166 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt294 OLD MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 770001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BROOKLINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CONCORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DEERFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002446
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd101742
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd201342
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3452770053
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01134719
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09200
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt0323532
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0811187
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0883411
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01143919
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0323532
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0874211
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0811187
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FWP - 5604 - MGMT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FROM K-1 - GSCP VI - OTHER DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt017030
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1806
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt017030
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1806
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2125
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0499968
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt183
OtherIncomeSchedule2/OtherIncomeDetail/Desc0REFUND OF DISQUALIFIED CHARITABLE DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/Desc1FROM K-1 - GSCP VI PARALLEL LP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt183
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0499968
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt183
TaxesSchedule/TaxesDetail/Amt05199
TaxesSchedule/TaxesDetail/Amt112615
TaxesSchedule/TaxesDetail/Amt2197060
TaxesSchedule/TaxesDetail/CategoryTxt0FROM K-1 - GSCP VI PARALLEL LP
TaxesSchedule/TaxesDetail/CategoryTxt1FROM 1099 - FWP - 5604
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05199
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt112615
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE SWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06174133736
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HEARTSTONE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0206197750
ReturnHeader/Filer/PhoneNum06174133736
ReturnHeader/Filer/USAddress/AddressLine1Txt042 FISHER AVENUE
ReturnHeader/Filer/USAddress/CityNm0BROOKLINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002445
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010825608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAIGLE & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt091 MONTVALE AVE - SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STONEHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002180
ReturnHeader/PreparerPersonGrp/PhoneNum06176193350
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW P RICE
ReturnHeader/ReturnTs02025-07-09T07:44:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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