Civic Intelligence

Heart Based Institute

990 • Fiscal year 2018 • EIN 31-1710630

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

Organization Profile
231 Sages WayMarshall, NC 28753

(828) 712-8017

Siviq Scores

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

Liabilities / Assets

48th percentile

0.00x

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

2018 filings • NTEE F • <$500k nonprofits • Source year 2018

Liabilities / Revenue

47th percentile

0.00x

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

2018 filings • NTEE F • <$500k nonprofits • Source year 2018

Net Margin

11th percentile

-46%

Higher net margin than 11% of similar nonprofits.

2018 filings • NTEE F • <$500k nonprofits • Source year 2018

Top Officer Pay

66th percentile

$0

Higher top officer pay than 66% of similar nonprofits.

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

2018 filings • NTEE F • <$500k nonprofits • Source year 2018

Asset Growth

28th percentile

-9.7%

Faster asset growth than 28% of similar nonprofits.

2018 filings • NTEE F • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

8th percentile

-52%

Faster revenue growth than 8% of similar nonprofits.

2018 filings • NTEE F • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets48th percentile

Assets

Down

$191,779

Down $20,522 (-9.7%) from 2017

Net Assets

Down

$191,779

Down $20,522 (-9.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin11th percentile

Revenue

Down

$44,568

Down $49,054 (-52%) from 2017

Expenses

Down

$64,873

Down $11,670 (-15%) from 2017

Net Income

Down

-$20,305

Down $37,384 (-219%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2018

Assets$191,779
Liabilities$0
Net Assets$191,779
Open 2018 Filing

Operations Trend

Revenue Growth8th 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

2018

Revenue$44,568
Expenses$64,873
Net Income-$20,305
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Gross Receipts
$44,568
Mission and Program Overview

Mission

Heart based therapeutics training

Provide education and programs 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$212,084$191,779▼ $20,305
Cash and Non-Interest-Bearing Accounts$123,687$107,392▼ $16,295
Land, Buildings, and Equipment, Net$87,397$83,387▼ $4,010
Total Assets$212,084$191,779▼ $20,305
Other Assets Total$1,000$1,000→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$212,084$191,779▼ $20,305
Total Liabilities and Net Assets / Fund Balance$212,084$191,779▼ $20,305

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$82,599$51,712-
Equipment$788$1,224-
Other Assets Org$1,000--
Compensation and Service Providers
Top Officer Pay66th percentile

Board Members and Trustees

NameTitle
John FahertyPresident
Ed RubensteinDirector
Jim Van HuysseDirector
Kalpana NimkarDirector
Kurt ValleDirector
Kathy DurandTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$43,731
Program Service Revenue
$715
Investment Income
$91
Other Revenue
$31
All Other Contributions
$43,731
Change in Net Assets
$-20,305
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$64,873
Total Fundraising Expense$2,900
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising$18,090--$18,090
Fees for Services Other$4,800$8,750-$13,550
Information Technology-$4,511-$4,511
Depreciation Depletion$4,010--$4,010
Occupancy-$2,435-$2,435
Insurance$1,975--$1,975
Fees for Services Accounting-$492-$492
Other Expenses$55$375$2,900$375
Conferences and Meetings$360--$360
Office Expenses-$115-$115
All Other Expenses-$50-$50
Total Functional Expenses$45,245$16,728$2,900$64,873
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
231 SAGES WAY, MARSHALL, NC 28753

Signing Officer

Name
John Faherty
Title
President
Phone
8287128017
Signed
2019-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Faherty
Formed
2001
Legal Domicile
Nc
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
303

Preparer

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

Additional Explanations

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: $20,555.”

Raw XML Appendix367 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/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0212084
IRS990/TotalAssetsEOYAmt0191779
IRS990/TotalAssetsGrp/BOYAmt0212084
IRS990/TotalAssetsGrp/EOYAmt0191779
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt043731
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02900
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016728
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt045245
IRS990/TotalFunctionalExpensesGrp/TotalAmt064873
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt045245
IRS990/TotalProgramServiceRevenueAmt0715
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0837
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt044568
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0303
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0212084
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0191779
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0false
IRS990/WrittenPolicyOrProcedureInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN FAHERTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08287128017
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEART BASED INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0311710630
ReturnHeader/Filer/USAddress/AddressLine1Txt0231 SAGES WAY
ReturnHeader/Filer/USAddress/CityNm0MARSHALL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028753
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06961692019261yt2kd4n
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-09-18
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.177.128.95
ReturnHeader/FilingSecurityInformation/IPDt02019-09-18
ReturnHeader/FilingSecurityInformation/IPTm014:58:23
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464277197
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lori Aveni CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0126 N Salem St Suite 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Apex
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027502
ReturnHeader/PreparerPersonGrp/PhoneNum09193082470
ReturnHeader/PreparerPersonGrp/PreparationDt02019-09-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carrie Fleitz
ReturnHeader/ReturnTs02019-09-18T14:57:39-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$191,779
Liabilities
$0
Net assets
$191,779
Revenue
$44,568
Expenses
$64,873
Net income
-$20,305
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