Civic Intelligence

Heart Based Institute

990 • Fiscal year 2020 • EIN 31-1710630

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 12, 2021

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

46th percentile

0.00x

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

2020 filings • NTEE F • <$500k nonprofits • Source year 2020

Liabilities / Revenue

46th percentile

0.00x

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

2020 filings • NTEE F • <$500k nonprofits • Source year 2020

Net Margin

87th percentile

50%

Higher net margin than 87% of similar nonprofits.

2020 filings • NTEE F • <$500k nonprofits • Source year 2020

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.

2020 filings • NTEE F • <$500k nonprofits • Source year 2020

Asset Growth

59th percentile

13%

Faster asset growth than 59% of similar nonprofits.

2020 filings • NTEE F • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

80th percentile

31%

Faster revenue growth than 80% of similar nonprofits.

2020 filings • NTEE F • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$195,804

Up $22,669 (+13%) from 2019

Net Assets

Up

$195,804

Up $22,669 (+13%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin87th percentile

Revenue

Up

$45,288

Up $10,750 (+31%) from 2019

Expenses

Down

$22,673

Down $30,713 (-58%) from 2019

Net Income

Up

$22,615

Up $41,463 (+220%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2020

Assets$195,804
Liabilities$0
Net Assets$195,804
Open 2020 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

2020

Revenue$45,288
Expenses$22,673
Net Income$22,615
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 12, 2021
Return Version
2020v4.1
Gross Receipts
$45,288
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
Investments in Publicly Traded Securities$51,067$76,709▲ $25,642
Land, Buildings, and Equipment, Net$79,586$75,911▼ $3,675
Cash and Non-Interest-Bearing Accounts$41,482$42,184▲ $702
Total Assets$173,135$195,804▲ $22,669
Other Assets Total$1,000$1,000→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$173,135$195,804▲ $22,669
Total Net Assets Fund Balance$173,135$195,804▲ $22,669
Total Liabilities and Net Assets / Fund Balance$173,135$195,804▲ $22,669

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$75,627$58,684-
Equipment$284$1,728-
Other Assets Org$1,000--
Compensation and Service Providers
Top Officer Pay68th percentile

Board Members and Trustees

NameTitle
John FahertyChair
Jim Van HuysseVice President
Christina DubachMember at Large
Derick CarterMember at Large
Ed RubensteinMember at Large
Kurt ValleMember at Large
SextonMember at Large
Kathy DurandTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$44,673
Program Service Revenue
$0
Investment Income
$615
Other Revenue
$0
All Other Contributions
$44,673
Change in Net Assets
$22,615
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$22,673
Total Fundraising Expense$105
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising$5,753-$99$5,852
Other Expenses$3,770$372$6$3,770
Depreciation Depletion$3,675--$3,675
Fees for Services Other-$3,500-$3,500
Insurance-$2,188-$2,188
Information Technology$1,351--$1,351
Occupancy$1,296--$1,296
Fees for Services Accounting-$603-$603
Office Expenses$60--$60
Total Functional Expenses$15,905$6,663$105$22,673
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
2021-08-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Faherty
Formed
2001
Legal Domicile
Nc
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
280

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.”

Raw XML Appendix374 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/ExplanationTxt0A COPY OF FORM 990 WAS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND COPIES OF FORM 990 ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADJUSTMENT FOR ROUNDING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FEES FOR PROGRAM INSTRUCTORS: $20,555.
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/FormAndLineReferenceDesc2Explanation of other changes in net assets or fund balances Part XI line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3List of other fees for services expenses Part IX line 11g
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06663
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt015905
IRS990/TotalFunctionalExpensesGrp/TotalAmt022673
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0195804
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IRS990/TotalProgramServiceExpensesAmt015905
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IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0615
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt045288
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0280
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0173135
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0195804
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN FAHERTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08287128017
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEART BASED INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0311710630
ReturnHeader/Filer/USAddress/AddressLine1Txt0231 SAGES WAY
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464277197
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lori Aveni CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0115 Salem Towne Ct
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Apex
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027502
ReturnHeader/PreparerPersonGrp/PhoneNum09193082470
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lori A Aveni
ReturnHeader/ReturnTs02021-09-03T08:48:03-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FAHERTY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$195,804
Liabilities
$0
Net assets
$195,804
Revenue
$45,288
Expenses
$22,673
Net income
$22,615
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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