Civic Intelligence

Heart Based Institute

990 • Fiscal year 2019 • EIN 31-1710630

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 09, 2020

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

50th percentile

0.00x

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

2019 filings • NTEE F • <$500k nonprofits • Source year 2019

Liabilities / Revenue

50th percentile

0.00x

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

2019 filings • NTEE F • <$500k nonprofits • Source year 2019

Net Margin

8th percentile

-55%

Higher net margin than 8% of similar nonprofits.

2019 filings • NTEE F • <$500k nonprofits • Source year 2019

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2019 filings • NTEE F • <$500k nonprofits • Source year 2019

Asset Growth

29th percentile

-9.7%

Faster asset growth than 29% of similar nonprofits.

2019 filings • NTEE F • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

18th percentile

-23%

Faster revenue growth than 18% of similar nonprofits.

2019 filings • NTEE F • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets50th percentile

Assets

Down

$173,135

Down $18,644 (-9.7%) from 2018

Net Assets

Down

$173,135

Down $18,644 (-9.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin8th percentile

Revenue

Down

$34,538

Down $10,030 (-23%) from 2018

Expenses

Down

$53,386

Down $11,487 (-18%) from 2018

Net Income

Up

-$18,848

Up $1,457 (+7.2%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2019

Assets$173,135
Liabilities$0
Net Assets$173,135
Open 2019 Filing

Operations Trend

Revenue Growth18th 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

2019

Revenue$34,538
Expenses$53,386
Net Income-$18,848
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 9, 2020
Return Version
2019v5.1
Gross Receipts
$34,538
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$191,779$173,135▼ $18,644
Land, Buildings, and Equipment, Net$83,387$79,586▼ $3,801
Investments in Publicly Traded Securities-$51,067-
Cash and Non-Interest-Bearing Accounts$107,392$41,482▼ $65,910
Total Assets$191,779$173,135▼ $18,644
Other Assets Total$1,000$1,000→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$191,779$173,135▼ $18,644
Total Liabilities and Net Assets / Fund Balance$191,779$173,135▼ $18,644

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$79,113$55,198-
Equipment$473$1,539-
Other Assets Org$1,000--
Compensation and Service Providers
Top Officer Pay68th percentile

Board Members and Trustees

NameTitle
John FahertyChair
Jim Van HuysseVice Chair
Derick CarterMember at Large
Ed RubensteinMember at Large
Kalpana NimkarMember at Large
Kurt ValleMember at Large
Kathy DurandTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$33,627
Program Service Revenue
$0
Investment Income
$899
Other Revenue
$12
All Other Contributions
$33,627
Change in Net Assets
$-18,848
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$53,386
Total Fundraising Expense$2,200
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising$30,400--$30,400
Fees for Services Other-$7,250-$7,250
Information Technology-$4,819-$4,819
Depreciation Depletion$3,801--$3,801
Other Expenses-$111$2,199$2,199
Insurance-$2,068-$2,068
Occupancy$1,673--$1,673
Fees for Services Accounting-$587-$587
Conferences and Meetings$360--$360
Office Expenses-$117-$117
Total Functional Expenses$36,234$14,952$2,200$53,386
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 35% controlled entity
No
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
Chair
Phone
8287128017
Signed
2020-07-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Faherty
Formed
2001
Legal Domicile
Nc
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
300

Preparer

Firm
Lori Aveni CPA PLLC
Address
115 Salem Towne Ct, Apex, NC 27502
Preparer
Lori A Aveni
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.”

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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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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$173,135
Liabilities
$0
Net assets
$173,135
Revenue
$34,538
Expenses
$53,386
Net income
-$18,848
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