Civic Intelligence

Stillheart Institute

EIN 26-1349778 • 501(c)3 • Kilauea, HI

Profile

To provide and maintain a spiritual sanctuary for learning, inspiration, personal growth, and transformation as a serene, safe and supportive environment in harmony with nature.

5-2723 Kuhio HighwayKilauea, HI 96754

n/A

Siviq Scores

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

Liabilities / Assets

47th percentile

0.10x

Higher debt load relative to assets than 47% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

94th percentile

4.27x

Higher debt load relative to revenue than 94% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

97th percentile

89%

Higher net margin than 97% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

33rd percentile

-0.3%

Faster asset growth than 33% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

34th percentile

-0.0%

Faster revenue growth than 34% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Down

$0

Down $5,323,571 (-100%) from 2016

Liabilities

Down

$0

Down $554,323 (-100%) from 2016

Net Assets

Down

$0

Down $4,769,248 (-100%) from 2016

Revenue

Up

$234,126

Up $104,273 (+80%) from 2016

Expenses

Up

$51,648

Up $37,885 (+275%) from 2016

Net Income

Up

$182,478

Up $66,388 (+57%) from 2016

Trend Graphs

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2010: $18,643,940Liabilities 2010: $3,127,525Net Assets 2010: $15,516,4152010Assets 2012: $17,480,727Liabilities 2012: $3,766,524Net Assets 2012: $13,714,2032012Assets 2013: $16,896,072Liabilities 2013: $4,213,355Net Assets 2013: $12,682,7172013Assets 2014: $5,405,258Liabilities 2014: $849,161Net Assets 2014: $4,556,0972014Assets 2015: $5,337,085Liabilities 2015: $683,927Net Assets 2015: $4,653,1582015Assets 2016: $5,323,571Liabilities 2016: $554,323Net Assets 2016: $4,769,2482016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2017

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$5.0M$0-$5.0M-$10MExpenses 2010: $1,338,1592010Expenses 2012: $1,657,5912012Expenses 2013: $1,666,9672013Revenue 2014: -$7,301,090Expenses 2014: $819,280Net Income 2014: -$8,120,3702014Revenue 2015: $129,858Expenses 2015: $32,797Net Income 2015: $97,0612015Revenue 2016: $129,853Expenses 2016: $13,763Net Income 2016: $116,0902016Revenue 2017: $234,126Expenses 2017: $51,648Net Income 2017: $182,4782017

Highlighted filing

2017

Revenue$234,126
Expenses$51,648
Net Income$182,478

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 27, 2017
Signed
Feb 8, 2018
Return Version
2016v3.0
Gross Receipts
$234,126
Mission and Program Overview

Mission

To provide a beautiful and relaxing educational center and sanctuary in harmony with nature where people can expand their self-awareness of body, mind and spirit for personal growth, professional success and positive transformation.

To provide a place of sanctuary for learning, inspiration, personal growth, and transformation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$5,300,000$0▼ $5,300,000
Loans From Officers Directors$554,054$0▼ $554,054
Savings and Temporary Cash Investments$23,042$0▼ $23,042
Cash and Non-Interest-Bearing Accounts$529$0▼ $529
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$5,323,571$0▼ $5,323,571
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$269--
Total Liabilities$554,323$0▼ $554,323
Net Assets / Fund Balance
Unrestricted Net Assets$4,769,248$0▼ $4,769,248
Total Net Assets Fund Balance$4,769,248$0▼ $4,769,248
Total Liabilities and Net Assets / Fund Balance$5,323,571$0▼ $5,323,571
Compensation and Service Providers

Board Members and Trustees

NameTitle
Joan PorterFounder & Chairwoman
Nola MastersonDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$234,126
Other Revenue
$0
Change in Net Assets
$182,478
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$51,648
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal-$36,914-$36,914
Fees for Services Other-$9,375-$9,375
Fees for Services Accounting-$2,490-$2,490
Office Expenses-$690-$690
Other Expenses-$50-$50
Total Functional Expenses$0$51,648$0$51,648
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$554,054$0▼ $554,054
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
No
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 8B

STILLHEART Did NOT HAVE ANY COMMITTEES.

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

Upon completion of the form 990, by an independent accountant, a copy is reviewed by the organization's board and financial consultant prior to filing.

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

All officers, directors, and key employees are required to complete and sign a conflict of interest statement annually, indicating understanding of and agreement to comply with the policy.

Form 990, Part VI, Section C, line 19

All governing documents and policies are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Stillheart Institute
EIN
26-1349778
Phone
8088282118
Address
5-2723 Kuhio Highway, Kilauea, HI 96754

Signing Officer

Name
Joan Porter
Title
Founder & Chairwoman
Phone
8088282118
Signed
2018-02-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joan Porter
Formed
2007
Legal Domicile
CA
Voting Board Members
2
Independent Board Members
1
Employees
0
Volunteers
1

Preparer

Firm
Armanino LLP
Address
50 W San Fernando St Ste 500, San Jose, CA 95113
Preparer
Lawrence S Kuechler
Phone
4082006400
Supplemental Narrative

Additional Explanations

Form 990, Part III, line 3

As of 09/27/2017, the organization merged into Anaina Hou Community Park, a Kauai-based non-profit organization.

Form 990, Part IX, line 11G

Other fees: Program service expenses 0. Management and general expenses 9,375. Fundraising expenses 0. Total expenses 9,375.

Form 990, Part XI, line 9:

Transfer assets to Anaina Hou Community Park due to merger, See Schedule N -4,951,726.

FORM 990, PART IV, SECTION B: POLICIES, LINE 13:

At this time the organization is operated with a small staff and the board of directors feel implementing a whistleblower policy is unnecessary at this time. The board of directors will reconsider the applicability of this policy on an annual basis as the organization grows.

FORM 990, PART IV, SECTION B: POLICIES, LINE 14:

The board of directors has considered this policy and feels that at this point in the development of the organization, it is not necessary to implement. They place confidence in the small staff that maintains paperwork and the systems that are in place. The need for this policy will be considered on an annual basis as the organization grows.

Raw XML Appendix396 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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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt4501(c)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0book value
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt1book value
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt2book value
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt3book value
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt4book value
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt05-2723 Kuhio Highway
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt15-2723 Kuhio Highway
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt25-2723 Kuhio Highway
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt35-2723 Kuhio Highway
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt45-2723 Kuhio Highway
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0Kilauea
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm1Kilauea
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm2Kilauea
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm3Kilauea
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm4Kilauea
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0HI
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd1HI
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd2HI
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd3HI
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd4HI
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd096754
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd196754
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd296754
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd396754
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd496754
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd01
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0Person(s) Involved: Joan Porter
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt1Explanation of Involvement: Joan Porter was an existing board member of AHCP prior to the merger and continues to be a board member of AHCP.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2e:
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 2e:
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0As of 09/27/2017, the organization merged into Anaina Hou Community Park, a Kauai-based non-profit organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STILLHEART Did NOT HAVE ANY COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON COMPLETION OF THE FORM 990, BY AN INDEPENDENT ACCOUNTANT, A COPY IS REVIEWED BY THE ORGANIZATION'S BOARD AND FINANCIAL CONSULTANT PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY, INDICATING UNDERSTANDING OF AND AGREEMENT TO COMPLY WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Other fees: Program service expenses 0. Management and general expenses 9,375. Fundraising expenses 0. Total expenses 9,375.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Transfer assets to Anaina Hou Community Park due to merger, See Schedule N -4,951,726.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AT THIS TIME THE ORGANIZATION IS OPERATED WITH A SMALL STAFF AND THE BOARD OF DIRECTORS FEEL IMPLEMENTING A WHISTLEBLOWER POLICY IS UNNECESSARY AT THIS TIME. THE BOARD OF DIRECTORS WILL RECONSIDER THE APPLICABILITY OF THIS POLICY ON AN ANNUAL BASIS AS THE ORGANIZATION GROWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE BOARD OF DIRECTORS HAS CONSIDERED THIS POLICY AND FEELS THAT AT THIS POINT IN THE DEVELOPMENT OF THE ORGANIZATION, IT IS NOT NECESSARY TO IMPLEMENT. THEY PLACE CONFIDENCE IN THE SMALL STAFF THAT MAINTAINS PAPERWORK AND THE SYSTEMS THAT ARE IN PLACE. THE NEED FOR THIS POLICY WILL BE CONSIDERED ON AN ANNUAL BASIS AS THE ORGANIZATION GROWS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part XI, line 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IV, SECTION B: POLICIES, LINE 13:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART IV, SECTION B: POLICIES, LINE 14:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd01
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt05323571
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt05323571
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt051648
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt051648
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0554323
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0554323
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04769248
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0234126
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0234126
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt01
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05323571
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt04769248
IRS990/UnrestrictedNetAssetsGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05-2723 Kuhio Highway
IRS990/USAddress/CityNm0Kilauea
IRS990/USAddress/StateAbbreviationCd0HI
IRS990/USAddress/ZIPCd096754
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOAN PORTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FOUNDER & CHAIRWOMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08088282118
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Stillheart Institute
ReturnHeader/Filer/BusinessNameControlTxt0STIL
ReturnHeader/Filer/EIN0261349778
ReturnHeader/Filer/PhoneNum08088282118
ReturnHeader/Filer/USAddress/AddressLine1Txt05-2723 Kuhio Highway
ReturnHeader/Filer/USAddress/CityNm0Kilauea
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096754
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C6CDAEE9B875D4320E7F169406ABE2414F275E69
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.104.135.22
ReturnHeader/FilingSecurityInformation/IPDt02018-02-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm017:01:52
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0946214841
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Armanino LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 W San Fernando St Ste 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Jose
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095113
ReturnHeader/PreparerPersonGrp/PhoneNum04082006400
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lawrence S Kuechler
ReturnHeader/ReturnTs02018-02-12T14:14:30-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-27
ReturnHeader/TaxYr02016

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