Civic Intelligence

The Heartstone Foundation

990PF • Fiscal year 2017 • EIN 20-6197750

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 30, 2018

Organization Profile
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

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

9th percentile

-31%

Higher net margin than 9% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

26th percentile

-1.4%

Faster asset growth than 26% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

87th percentile

62%

Faster revenue growth than 87% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$14,829,441

Down $205,012 (-1.4%) from 2016

Net Assets

Down

$14,829,441

Down $205,012 (-1.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin9th percentile

Revenue

Up

$659,002

Up $251,052 (+62%) from 2016

Expenses

Down

$864,014

Down $68,923 (-7.4%) from 2016

Net Income

Up

-$205,012

Up $319,975 (+61%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

2017

Assets$14,829,441
Liabilities$0
Net Assets$14,829,441
Open 2017 Filing

Operations Trend

Revenue Growth87th percentile

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

2017

Revenue$659,002
Expenses$864,014
Net Income-$205,012
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 30, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay20th percentile

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
2018-10-30
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 Appendix345 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/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/Amt0250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1527957
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0COMBAT RACISM, ANTISEMITISM AND PREJUDICES THROUGH EDUCATION PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1THE FUNDS HELD BY THE FIDELITY CHARITABLE FUND ARE INTENDED TO BE DISTRIBUTED TO ORGANIZATIONS THAT ARE ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FACING HISTORY AND OURSELVES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FIDELITY CHARITABLE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY,SEC.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY,SEC.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1DONOR ADVISED FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt016 HURD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 770001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BROOKLINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0024456919
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1452770053
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0777957
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/AppliedToCurrentYearAmt07202
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0777957
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0818427
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0785159
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0811225
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0777957
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/DisbursementsCharitablePrpsAmt3140
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt023645
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt115693
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2280
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt423645
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt023645
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115693
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2280
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3140
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt423645
TaxesSchedule/TaxesDetail/Amt0439
TaxesSchedule/TaxesDetail/Amt18090
TaxesSchedule/TaxesDetail/CategoryTxt0FROM K-1 - GSCPVI
TaxesSchedule/TaxesDetail/CategoryTxt1FROM 1099 - FWP - 5604
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0439
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt18090
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE SWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06172321401
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-30
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/AtSubmissionCreationDeviceId0DD578F999BE1BC96C60F3CF1D409748D8531754B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId008C4417F7C4096ABD56F9EA7240DFBE45071C52F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0131.239.17.4
ReturnHeader/FilingSecurityInformation/IPDt02018-10-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:17:19
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/ReturnTs02018-11-14T14:58:32-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,829,441
Liabilities
$0
Net assets
$14,829,441
Revenue
$659,002
Expenses
$864,014
Net income
-$205,012
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