Civic Intelligence

Hartwood Foundation Inc.

990 • Fiscal year 2017 • EIN 23-7367530

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 16, 2018

Organization ProfileWWW.HARTWOODFOUNDATION.COM

View Organization Page

3702 Pender Drive No 410Fairfax, VA 22030

(703) 273-0939

Siviq Scores

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

Liabilities / Assets

41st percentile

0.09x

Higher debt load relative to assets than 41% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

34th percentile

0.09x

Higher debt load relative to revenue than 34% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

41st percentile

0.6%

Higher net margin than 41% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

52nd percentile

$124,998

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

52nd percentile

4.6%

Faster asset growth than 52% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

53rd percentile

5.6%

Faster revenue growth than 53% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$8,496,784

Up $372,610 (+4.6%) from 2016

Net Assets

Up

$7,690,996

Up $324,771 (+4.4%) from 2016

Liabilities

Up

$805,788

Up $47,839 (+6.3%) from 2016

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin41st percentile

Revenue

Up

$9,417,125

Up $498,254 (+5.6%) from 2016

Expenses

Up

$9,357,609

Up $551,848 (+6.3%) from 2016

Net Income

Down

$59,516

Down $53,594 (-47%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2017

Assets$8,496,784
Liabilities$805,788
Net Assets$7,690,996
Open 2017 Filing

Operations Trend

Revenue Growth53rd percentile

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

2017

Revenue$9,417,125
Expenses$9,357,609
Net Income$59,516
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 16, 2018
Return Version
2016v3.0
Gross Receipts
$9,432,692
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.

To provide opportunities in community life for people with developmental disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,412,432$4,801,597▲ $389,165
Land, Buildings, and Equipment, Net$1,521,479$1,605,998▲ $84,519
Cash and Non-Interest-Bearing Accounts$730,935$1,150,027▲ $419,092
Accounts Receivable$990,534$638,068▼ $352,466
Other Notes and Loans Receivable, Net$267,207$267,207→ $0
Savings and Temporary Cash Investments$148,424--
Prepaid Expenses and Deferred Charges$26,467$22,305▼ $4,162
Intangible Assets$5,000$1,250▼ $3,750
Total Assets$8,124,174$8,496,784▲ $372,610
Other Assets Total$21,696$10,332▼ $11,364
Liabilities
Accounts Payable and Accrued Expenses$561,466$633,749▲ $72,283
Mortgage Notes Payable Secured by Investment Property$144,015$122,498▼ $21,517
Other Liabilities$52,468$49,541▼ $2,927
Total Liabilities$757,949$805,788▲ $47,839
Net Assets / Fund Balance
Unrestricted Net Assets$7,314,704$7,653,644▲ $338,940
Temporarily Rstr Net Assets$51,521$37,352▼ $14,169
Total Net Assets Fund Balance$7,366,225$7,690,996▲ $324,771
Total Liabilities and Net Assets / Fund Balance$8,124,174$8,496,784▲ $372,610

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,000,614$373,403$1,374,017
Equipment$293,432$536,126$829,558
Land$295,615-$295,615
Leasehold Improvements$16,337$17,504$33,841
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrew GyourkoPrior Executive DirectorFT$117,617$7,381$124,998
Sean McginnisExecutive DirectorFT$116,768$7,351$124,119
Jianming XuDirector of Accounting andFT$106,973$715$107,688

Board Members and Trustees

NameTitle
Christian BrownPresident
Kevin MccarthyVice President
Ibukun OgunbekunDirector
Jocelyn FolsomDirector
Katherine a LombardDirector
David B LombardSecretary
John BurgessTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$40,676
Program Service Revenue
$9,217,085
Investment Income
$137,952
Other Revenue
$21,412
All Other Contributions
$40,676
Change in Net Assets
$59,516

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,417,125
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$265,255
Total Revenue per Audited Statements
$9,682,380
Total Revenue per Form 990
$9,417,125
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,194,931
Other Expenses$2,162,678
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,782,717$844,009-$5,626,726
Other Employee Benefits$637,760$112,546-$750,306
Occupancy$511,315$90,232-$601,547
Payroll Taxes$379,162$66,911-$446,073
Current Officers, Directors, Trustees, and Key Employees$316,052$55,774-$371,826
All Other Expenses$134,978$23,820-$158,798
Fees for Services Other$108,251$19,103-$127,354
Depreciation Depletion$107,469$18,966-$126,435
Other Expenses$101,549$17,920-$119,469
Travel$97,064$17,129-$114,193
Office Expenses$85,109$15,019-$100,128
Insurance$71,409$12,601-$84,010
Fees for Services Accounting$37,419$6,603-$44,022
Advertising$19,406$3,425-$22,831
Interest$7,085$1,250-$8,335
Conferences and Meetings$5,976$1,054-$7,030
Fees for Services Legal$510$90-$600
Total Functional Expenses$7,953,968$1,403,641$0$9,357,609

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,357,609
Total Expenses per Audited Statements$9,357,609
Total Expenses per Form 990$9,357,609
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$29,012
Fundraising Direct Expenses$15,567
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Event$29,012$29,012-$29,012
Total Events$29,012$29,012$15,567$13,445
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenants Amount Held in Trust$49,541
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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

Governance Explanations

Form 990, Part VI, Section A, Line 2

“David lombard is kathy lombard's father.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed during the weekly management meeting and then once again it is discussed and reviewed at the monthly board meeting.”

Form 990, Part VI, Section B, Line 12C

“Hartwood foundation does not hire clients or family 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.”

Form 990, Part VI, Section B, Line 15

“The 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.”

Form 990, Part VI, Section C, Line 19

“All 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.”

Filing and Contact Details

Filer

Filer Name
Hartwood Foundation Inc
EIN
23-7367530
Phone
7032730939
Address
3702 PENDER DRIVE NO 410, FAIRFAX, VA 22030

Signing Officer

Name
Sean Mcginnis
Title
Executive Director
Phone
7032730939
Signed
2018-02-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sean Mcginnis
Formed
1973
Legal Domicile
Va
Voting Board Members
7
Independent Board Members
7
Employees
232
Volunteers
15

Preparer

Firm
Matthews Carter & Boyce
Address
12500 FAIR LAKES CIRCLE SUITE 260, FAIRFAX, VA 22033
Preparer
Kathleen M Flaherty
Phone
7032183600
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“There was no change in the committee's audit oversight process or the independent auditor's selection process.”

Financial Statement Notes

PART X, LINE 2:

“For the year ended june 30, 2017, the foundation has documented its consideration of fasb asc 740-10 and determined that no material uncertain tax positions qualify for either recognition or disclosure in the financial statements.”

Raw XML AppendixShowing 400 of 547 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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IRS990/MissionDesc0THE MISSION OF HARTWOOD FOUNDATION, INC. (THE FOUNDATION) IS TO PROVIDE SERVICES FOR PERSONS WITH DEVELOPMENTAL DISABILITIES BY FURNISHING HOUSING AND TRAINING IN INDEPENDENT LIVING.
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11669913
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2689227
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3212341
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt424088
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11669913
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2689227
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3212341
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt424088
IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION PROVIDES TRAINING AND ASSISTANCE TO CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES. THE FOUNDATION OPERATES THREE GROUP HOMES IN HENRICO COUNTY, VIRGINIA UNDER THE VIRGINIA MENTAL RETARDATION MEDICAID WAIVERED SERVICES PROGRAM.
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01393070
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IRS990/PYInvestmentIncomeAmt0108734
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IRS990/PYTotalRevenueAmt08918871
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt059516
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
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IRS990/RevenueAmt07831982
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0148424
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0237771
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt08759187
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt08606711
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt08460812
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Filings

Displayed year

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

Open filing
Assets
$8,496,784
Liabilities
$805,788
Net assets
$7,690,996
Revenue
$9,417,125
Expenses
$9,357,609
Net income
$59,516
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