Civic Intelligence

Heart Based Institute

990 • Fiscal year 2016 • EIN 31-1710630

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization Profile
5 Covington StreetAsheville, NC 28806

(828) 712-8017

Siviq Scores

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

Liabilities / Assets

44th percentile

0.00x

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

2016 filings • NTEE F • <$500k nonprofits • Source year 2016

Liabilities / Revenue

43rd percentile

0.00x

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

2016 filings • NTEE F • <$500k nonprofits • Source year 2016

Net Margin

88th percentile

34%

Higher net margin than 88% of similar nonprofits.

2016 filings • NTEE F • <$500k nonprofits • Source year 2016

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

2016 filings • NTEE F • <$500k nonprofits • Source year 2016

Asset Growth

62nd percentile

9.8%

Faster asset growth than 62% of similar nonprofits.

2016 filings • NTEE F • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

80th percentile

40%

Faster revenue growth than 80% of similar nonprofits.

2016 filings • NTEE F • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$199,379

Up $17,809 (+9.8%) from 2015

Net Assets

Up

$199,379

Up $17,809 (+9.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin88th percentile

Revenue

Up

$57,878

Up $16,629 (+40%) from 2015

Expenses

Up

$38,396

Up $11,103 (+41%) from 2015

Net Income

Up

$19,482

Up $5,526 (+40%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$300K$200K$100K$0Assets 2015: $181,570Liabilities 2015: $0Net Assets 2015: $181,5702015Assets 2016: $199,379Liabilities 2016: $0Net Assets 2016: $199,3792016Assets 2017: $212,301Liabilities 2017: $0Net Assets 2017: $212,3012017Assets 2018: $191,779Liabilities 2018: $0Net Assets 2018: $191,7792018Assets 2019: $173,135Liabilities 2019: $0Net Assets 2019: $173,1352019Assets 2020: $195,804Liabilities 2020: $0Net Assets 2020: $195,8042020Assets 2021: $207,714Liabilities 2021: $0Net Assets 2021: $207,7142021Assets 2022: $200,200Liabilities 2022: $0Net Assets 2022: $200,2002022Assets 2024: $185,009Liabilities 2024: $0Net Assets 2024: $185,0092024Assets 2025: $193,811Liabilities 2025: $0Net Assets 2025: $193,8112025

Highlighted filing

2016

Assets$199,379
Liabilities$0
Net Assets$199,379
Open 2016 Filing

Operations Trend

Revenue Growth80th percentile

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

$100K$50K$0-$50KRevenue 2015: $41,249Expenses 2015: $27,293Net Income 2015: $13,9562015Revenue 2016: $57,878Expenses 2016: $38,396Net Income 2016: $19,4822016Revenue 2017: $93,622Expenses 2017: $76,543Net Income 2017: $17,0792017Revenue 2018: $44,568Expenses 2018: $64,873Net Income 2018: -$20,3052018Revenue 2019: $34,538Expenses 2019: $53,386Net Income 2019: -$18,8482019Revenue 2020: $45,288Expenses 2020: $22,673Net Income 2020: $22,6152020Revenue 2021: $48,614Expenses 2021: $35,854Net Income 2021: $12,7602021Revenue 2022: $28,979Expenses 2022: $26,889Net Income 2022: $2,0902022Revenue 2024: $19,961Expenses 2024: $41,407Net Income 2024: -$21,4462024Revenue 2025: $35,345Expenses 2025: $27,144Net Income 2025: $8,2012025

Highlighted filing

2016

Revenue$57,878
Expenses$38,396
Net Income$19,482
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Gross Receipts
$82,617
Mission and Program Overview

Mission

Heart based therapeutics training

Education and supporting individuals, organizations, and communities worldwide to learn and enjoy the benefits of heart centered living.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$179,895$199,379▲ $19,484
Cash and Non-Interest-Bearing Accounts$28,389$108,590▲ $80,201
Land, Buildings, and Equipment, Net$93,086$89,572▼ $3,514
Savings and Temporary Cash Investments$59,095--
Total Assets$181,570$199,379▲ $17,809
Other Assets Total$1,000$1,217▲ $217
Liabilities
Other Liabilities$1,675--
Total Liabilities$1,675$0▼ $1,675
Net Assets / Fund Balance
Total Net Assets Fund Balance$179,895$199,379▲ $19,484
Total Liabilities and Net Assets / Fund Balance$181,570$199,379▲ $17,809

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$89,572$45,371-
Other Assets Org$1,000--
Compensation and Service Providers
Top Officer Pay67th percentile

Board Members and Trustees

NameTitle
John FahertyChairperson
Kathy GrantVice Chairperson
Bonnie PedrickDirector
Ed RubensteinDirector
Jennifer PlasenciaDirector
Jim Van HuysseDirector
Stephanie BloomDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$20,286
Program Service Revenue
$39,754
Investment Income
$59
Other Revenue
$-2,221
All Other Contributions
$20,286
Change in Net Assets
$19,482
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$38,396
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 Other$14,822--$14,822
Advertising$2,106$5,826-$7,932
Information Technology$110$5,993-$6,103
Depreciation Depletion$3,514--$3,514
Conferences and Meetings$289$1,801-$2,090
Insurance-$1,009-$1,009
Occupancy-$700-$700
Other Expenses$669$367-$367
All Other Expenses-$152-$152
Fees for Services Accounting-$138-$138
Office Expenses-$126-$126
Total Functional Expenses$21,729$16,667$0$38,396
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“A copy of form 990 was provided to the board of directors for review prior to filing.”

Governing documents etc available to public Part VI line 19

“Governing documents, financial statements, and copies of form 990 are available upon request.”

Filing and Contact Details

Filer

Filer Name
Heart Based Institute
EIN
31-1710630
Address
5 COVINGTON STREET, ASHEVILLE, NC 28806

Signing Officer

Name
John Faherty
Title
Chairperson
Phone
8287128017
Signed
2017-05-15
Discuss with paid preparer
Yes

Organization Details

Formed
2001
Legal Domicile
Nc
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
300

Preparer

Firm
Lori Aveni CPA PLLC
Address
126 N Salem Street Suite 204, Apex, NC 27502
Preparer
Lori A Aveni
Phone
9193082470
Supplemental Narrative

Additional Explanations

Cessation of or significant change to any program service Part III line 3

“During 2016 the organization ceased the sublease of rented property.”

Explanation of other changes in net assets or fund balances Part XI line 9

“ADJUSTMENT FOR ROUNDING.”

List of other fees for services expenses Part IX line 11G

“Fees for program instructors $14,822”

Raw XML Appendix377 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DURING 2016 THE ORGANIZATION CEASED THE SUBLEASE OF RENTED PROPERTY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADJUSTMENT FOR ROUNDING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FEES FOR PROGRAM INSTRUCTORS $14,822
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Cessation of or significant change to any program service Part III line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Explanation of other changes in net assets or fund balances Part XI line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4List of other fees for services expenses Part IX line 11g
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IRS990/SignificantChangeInd0true
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NC
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0181570
IRS990/TotalAssetsEOYAmt0199379
IRS990/TotalAssetsGrp/BOYAmt0181570
IRS990/TotalAssetsGrp/EOYAmt0199379
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt020286
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016667
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt021729
IRS990/TotalFunctionalExpensesGrp/TotalAmt038396
IRS990/TotalGrossUBIAmt059
IRS990/TotalLiabilitiesBOYAmt01675
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt01675
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0179895
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0199379
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt021729
IRS990/TotalProgramServiceRevenueAmt039754
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt037533
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt057878
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt059
IRS990/TotalVolunteersCnt0300
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0181570
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0199379
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN FAHERTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum08287128017
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEART BASED INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0311710630
ReturnHeader/Filer/USAddress/AddressLine1Txt05 COVINGTON STREET
ReturnHeader/Filer/USAddress/CityNm0ASHEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028806
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId001459F4E220175E93344438217C35783DDB62855
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId001459F4E220175E93344438217C35783DDB62855
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId069616920171355fzrcar
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-05-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.177.143.135
ReturnHeader/FilingSecurityInformation/IPDt02017-05-15
ReturnHeader/FilingSecurityInformation/IPTm013:32:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464277197
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lori Aveni CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0126 N Salem Street Suite 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Apex
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027502
ReturnHeader/PreparerPersonGrp/PhoneNum09193082470
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lori A Aveni
ReturnHeader/ReturnTs02017-05-15T13:31:44-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$199,379
Liabilities
$0
Net assets
$199,379
Revenue
$57,878
Expenses
$38,396
Net income
$19,482
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.35$0.27$0.08
2024Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.20$0.41$0.21
2022Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.29$0.27$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.49$0.36$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.45$0.23$0.23
2019Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.35$0.53$0.19
2018Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.45$0.65$0.20
2017Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.94$0.77$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.58$0.38$0.19
2015Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.41$0.27$0.14
Peer Organizations

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