Civic Intelligence

Hartwood Foundation Inc.

990 • Fiscal year 2013 • EIN 23-7367530

Jul 01, 2012 to Jun 30, 2013 • Filed on Jan 29, 2014

Organization ProfileWWW.HARTWOODFOUNDATION.COM

View Organization Page

3702 Pender Drive No 41022030
Siviq Scores

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

Liabilities / Assets

31st percentile

0.09x

Higher debt load relative to assets than 31% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

47th percentile

2.9%

Faster asset growth than 47% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$7,724,762

Up $216,443 (+2.9%) from 2012

Net Assets

Up

$7,031,323

Up $186,630 (+2.7%) from 2012

Liabilities

Up

$693,439

Up $29,813 (+4.5%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$8,602,869

Up $113,631 (+1.3%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$15M$10M$5.0M$0Assets 2011: $7,632,912Liabilities 2011: $565,413Net Assets 2011: $7,067,4992011Assets 2012: $7,508,319Liabilities 2012: $663,626Net Assets 2012: $6,844,6932012Assets 2013: $7,724,762Liabilities 2013: $693,439Net Assets 2013: $7,031,3232013Assets 2014: $7,882,792Liabilities 2014: $665,222Net Assets 2014: $7,217,5702014Assets 2015: $8,137,744Liabilities 2015: $707,207Net Assets 2015: $7,430,5372015Assets 2016: $8,124,174Liabilities 2016: $757,949Net Assets 2016: $7,366,2252016Assets 2017: $8,496,784Liabilities 2017: $805,788Net Assets 2017: $7,690,9962017Assets 2018: $8,389,900Liabilities 2018: $1,000,009Net Assets 2018: $7,389,8912018Assets 2019: $9,374,102Liabilities 2019: $1,931,458Net Assets 2019: $7,442,6442019Assets 2020: $9,405,546Liabilities 2020: $1,935,547Net Assets 2020: $7,469,9992020Assets 2021: $10,472,777Liabilities 2021: $2,068,600Net Assets 2021: $8,404,1772021Assets 2022: $9,549,646Liabilities 2022: $1,761,201Net Assets 2022: $7,788,4452022Assets 2023: $10,538,524Liabilities 2023: $2,508,970Net Assets 2023: $8,029,5542023Assets 2024: $10,434,004Liabilities 2024: $2,082,697Net Assets 2024: $8,351,3072024

Highlighted filing

2013

Assets$7,724,762
Liabilities$693,439
Net Assets$7,031,323
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2011: $8,219,7402011Expenses 2012: $8,489,2382012Expenses 2013: $8,602,8692013Revenue 2014: $8,957,112Expenses 2014: $9,049,263Net Income 2014: -$92,1512014Revenue 2015: $9,153,494Expenses 2015: $8,800,441Net Income 2015: $353,0532015Revenue 2016: $8,918,871Expenses 2016: $8,805,761Net Income 2016: $113,1102016Revenue 2017: $9,417,125Expenses 2017: $9,357,609Net Income 2017: $59,5162017Revenue 2018: $9,794,107Expenses 2018: $9,962,068Net Income 2018: -$167,9612018Revenue 2019: $9,237,076Expenses 2019: $9,233,552Net Income 2019: $3,5242019Revenue 2020: $9,491,932Expenses 2020: $9,340,251Net Income 2020: $151,6812020Revenue 2021: $9,719,871Expenses 2021: $9,497,094Net Income 2021: $222,7772021Revenue 2022: $10,341,390Expenses 2022: $9,946,308Net Income 2022: $395,0822022Revenue 2023: $12,083,780Expenses 2023: $12,147,321Net Income 2023: -$63,5412023Revenue 2024: $12,288,243Expenses 2024: $12,201,313Net Income 2024: $86,9302024

Highlighted filing

2013

Revenue-
Expenses$8,602,869
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Jan 29, 2014
Return Version
2012v2.1
Gross Receipts
$10,220,018
Mission and Program Overview

Mission

The mission of hartwood foundation, inc (the foundation), a not-for-profit organization exempt under section 501(c)(3) of the internal revenue code (irc), is to provide services for persons with developmental disabilities by furnishing housing and training in independent living.

Major Activities

Activity 2
The foundation provides training and assistance to children and adults with developmental disabilities. The foundation operates three group homes in henrico county, virginia under the mr. Waiver program.
Filing and Contact Details

Filer

EIN
23-7367530
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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE. INCOME FROM NONEXEMPT FUNCTIONS IS SUBJECT TO INCOME TAXES TO THE EXTENT THAT THE REVENUE EXCEEDS RELATED COST. NO INCOME WAS TAXABLE IN 2013. IN ADDITION, THE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION. THE FOUNDATION COMPLIES WITH THE ACCOUNTING STANDARDS ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ASSOCIATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES. BASED ON THE TECHNICAL MERITS OF THE POSITION, THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS BEEN GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THE GUIDANCE. GENERALLY, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2010.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART X, LINE 2:
IRS990ScheduleD/InvestmentExpensesNotIncluded0192
IRS990ScheduleD/InvestmentExpensesNotIncluded20192
IRS990ScheduleD/Land/BookValue0295615
IRS990ScheduleD/Land/OtherCostOrOtherBasis0295615
IRS990ScheduleD/LeaseholdImprovements/BookValue029611
IRS990ScheduleD/LeaseholdImprovements/Depreciation04230
IRS990ScheduleD/LeaseholdImprovements/OtherCostOrOtherBasis033841
IRS990ScheduleD/NetUnrealizedGainsInvestments060125
IRS990ScheduleD/OtherLiabilities/Amount046038
IRS990ScheduleD/OtherLiabilities/Description0TENANTS AMOUNT HELD IN TRUST
IRS990ScheduleD/RevenueNotRptdF990060125
IRS990ScheduleD/RevenueNotRptdOnFinStmt0192
IRS990ScheduleD/RevenueSubtotal08729182
IRS990ScheduleD/TotalExpensesPerForm99008602869
IRS990ScheduleD/TotalOfAmounts046038
IRS990ScheduleD/TotalOfBookValueLandBuildings01592998
IRS990ScheduleD/TotalRevenuePerForm99008729374
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt08602677
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt08789307
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0DAVID LOMBARD IS KATHY LOMBARD'S FATHER.
IRS990ScheduleO/GeneralExplanation/Explanation1THE FORM 990 IS REVIEWED DURING THE WEEKLY MANAGEMENT MEETING AND THEN ONCE AGAIN IT IS DISCUSSED AND REVIEWED AT THE MONTHLY BOARD MEETING.
IRS990ScheduleO/GeneralExplanation/Explanation2HARTWWOOD FOUNDATION DOES NOT HIRE CLIENTS OR FAMILTY MEMBERS OF CLIENTS TO WORK FOR THE ORGANIZATION. THE ORGANIZATION HAS A POLICY THAT STATES THAT POTENTIAL OR PERCEIVED CONFLICT OF INTEREST IS REPORTED AND INVESTIGATED. SERVICES ARE LICENSED BY THE STATE AND MONITORED BY LOCAL CASE MANAGEMENT.
IRS990ScheduleO/GeneralExplanation/Explanation3THE ORGANIZATION'S MANAGEMENT PERIODICALLY MEETS WITH SIMILAR AGENCIES TO DISCUSS SALARIES AND WAGES OF TOP EXECUTIVES EVERY FOUR TO FIVE YEARS. THE AFFILIATES ENGAGE BAYLIGHTS, INC. TO ANALYZE SALARIES AND WAGES AND PRESENT ANY PROPOSED ADJUSTMENTS TO THE BOARD FOR APPROVAL.
IRS990ScheduleO/GeneralExplanation/Explanation4ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST IN THE OFFICE. THE POLICY IS STATED ON THE WEBSITE.
IRS990ScheduleO/GeneralExplanation/Explanation5THERE WAS NO CHANGE IN THE COMMITTEE'S AUDIT OVERSIGHT PROCESS OR THE INDEPENDENT AUDITOR'S SELECTION PROCESS.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION C, LINE 19
IRS990/ScheduleORequired01
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00

Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$7,724,762
Liabilities
$693,439
Net assets
$7,031,323
Revenue
-
Expenses
$8,602,869
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.4$2.08$8.35$12.3$12.2$0.09
2023Detailed filing. Detailed filing data is available for this year.$10.5$2.51$8.03$12.1$12.1$0.06
2022Detailed filing. Detailed filing data is available for this year.$9.55$1.76$7.79$10.3$9.95$0.40
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.5$2.07$8.40$9.72$9.50$0.22
2020Detailed filing. Detailed filing data is available for this year.$9.41$1.94$7.47$9.49$9.34$0.15
2019Detailed filing. Detailed filing data is available for this year.$9.37$1.93$7.44$9.24$9.23$0.00
2018Detailed filing. Detailed filing data is available for this year.$8.39$1.00$7.39$9.79$9.96$0.17
2017Detailed filing. Detailed filing data is available for this year.$8.50$0.81$7.69$9.42$9.36$0.06
2016Detailed filing. Detailed filing data is available for this year.$8.12$0.76$7.37$8.92$8.81$0.11
2015Detailed filing. Detailed filing data is available for this year.$8.14$0.71$7.43$9.15$8.80$0.35
2014Detailed filing. Detailed filing data is available for this year.$7.88$0.67$7.22$8.96$9.05$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.72$0.69$7.03$8.60
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.51$0.66$6.84$8.49
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.63$0.57$7.07$8.22