Civic Intelligence

The Heartstone Foundation

990PF • Fiscal year 2016 • EIN 20-6197750

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 17, 2017

42 Fisher AvenueBrookline, MA 02445

(617) 232-1401

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

13th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

12th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

4th percentile

-129%

Higher net margin than 4% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

23rd percentile

-3.4%

Faster asset growth than 23% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-90%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Assets

Down

$15,034,453

Down $524,987 (-3.4%) from 2015

Net Assets

Down

$15,034,453

Down $524,987 (-3.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$407,950

Down $3,867,511 (-90%) from 2015

Expenses

Up

$932,937

Up $13,611 (+1.5%) from 2015

Net Income

Down

-$524,987

Down $3,881,122 (-116%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2016

Assets$15,034,453
Liabilities$0
Net Assets$15,034,453

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$407,950
Expenses$932,937
Net Income-$524,987
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 17, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

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

Filer

Filer Name
The Heartstone Foundation
EIN
20-6197750
Phone
6172321401
Address
42 FISHER AVENUE, BROOKLINE, MA 02445

Signing Officer

Name
Julie Swartz
Title
Trustee
Phone
6172321401
Signed
2017-10-17
Discuss with paid preparer
Yes

Preparer

Firm
Daigle & Associates Llp
Address
176 FEDERAL STREET, BOSTON, MA 02110
Preparer
Catherine a Hayes
Phone
6176193350
Raw XML Appendix372 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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IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JULIE SWARTZ
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt042 FISHER AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BROOKLINE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002445
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06172321401
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0563408
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0HELP PROVIDE CARE TO ALL CHILDREN AND SUPPORT FOR THEIR FAMILIES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1COMBAT RACISM, ANTISEMITISM AND PREJUDICES THROUGH EDUCATION PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHILDREN'S HOSPITAL BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FACING HISTORY AND OURSELVES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY,SEC.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY,SEC.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0300 LONGWOOD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt116 HURD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BROOKLINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1024456919
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0763408
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/AppliedToCurrentYearAmt07795
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0763408
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0785752
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0771203
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0777957
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0763408
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02545
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FWP - 5604 - MGMT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FROM K-1 - GSCPVI - OTHER DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FROM K-1 - GSCP VI AIV - OTHER DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4TRUSTEE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt335
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt022234
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt18063
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2279
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt416812
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt022234
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt18063
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2279
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt335
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt416812
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt054248
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt16
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt26
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FROM K-1 - GSCPVI - OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1FROM K-1 - GSCPVI - ORDINARY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc2FROM 1099 - GS - 7730 - OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt054248
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt16
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt26
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt054248
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt16
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt26
TaxesSchedule/TaxesDetail/Amt0383
TaxesSchedule/TaxesDetail/Amt16203
TaxesSchedule/TaxesDetail/Amt2100000
TaxesSchedule/TaxesDetail/CategoryTxt0FROM K-1 - GSCPVI
TaxesSchedule/TaxesDetail/CategoryTxt1FROM 1099 - FWP - 5604
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0383
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt16203
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE SWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06172321401
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HEARTSTONE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0206197750
ReturnHeader/Filer/PhoneNum06172321401
ReturnHeader/Filer/USAddress/AddressLine1Txt042 FISHER AVENUE
ReturnHeader/Filer/USAddress/CityNm0BROOKLINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002445
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04009F0B8288C7C84A37ACE93EA18D1B0CE13BC6B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F4B35EA8DBC62ACF8C4A0966D6170B1AD5837036
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0131.239.17.4
ReturnHeader/FilingSecurityInformation/IPDt02017-10-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:28:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010825608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAIGLE & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0176 FEDERAL STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002110
ReturnHeader/PreparerPersonGrp/PhoneNum06176193350
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE A HAYES
ReturnHeader/ReturnTs02017-11-14T10:01:29-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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