Civic Intelligence

H a R T Helping Access Recovery & Treatment Inc

990EZ • Fiscal year 2017 • EIN 45-3821946

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 30, 2018

102 Woodmont Blvd Ste 200Nashville, TN 37205

(615) 708-0954

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

83rd percentile

30%

Higher net margin than 83% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

91st percentile

108%

Faster asset growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

58th percentile

6.1%

Faster revenue growth than 58% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$111,297

Up $57,718 (+108%) from 2016

Net Assets

Up

$111,297

Up $57,718 (+108%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$193,703

Up $11,202 (+6.1%) from 2016

Expenses

Down

$135,985

Down $23,988 (-15%) from 2016

Net Income

Up

$57,718

Up $35,190 (+156%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2014: $35,748Net Assets 2014: $35,7482014Assets 2015: $31,051Net Assets 2015: $31,0512015Assets 2016: $53,579Net Assets 2016: $53,5792016Assets 2017: $111,297Net Assets 2017: $111,2972017Assets 2018: $78,657Liabilities 2018: $0Net Assets 2018: $78,6572018Assets 2019: $41,655Liabilities 2019: $0Net Assets 2019: $41,6552019Assets 2020: $64,507Liabilities 2020: $0Net Assets 2020: $64,5072020Assets 2021: $37,834Liabilities 2021: $0Net Assets 2021: $37,8342021Assets 2022: $51,947Liabilities 2022: $0Net Assets 2022: $51,9472022Assets 2023: $121,824Liabilities 2023: $0Net Assets 2023: $121,8242023Assets 2024: $93,735Liabilities 2024: $9,564Net Assets 2024: $84,1712024

Highlighted filing

2017

Assets$111,297
Liabilities-
Net Assets$111,297

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2014: $128,310Expenses 2014: $102,739Net Income 2014: $25,5712014Revenue 2015: $115,500Expenses 2015: $120,197Net Income 2015: -$4,6972015Revenue 2016: $182,501Expenses 2016: $159,973Net Income 2016: $22,5282016Revenue 2017: $193,703Expenses 2017: $135,985Net Income 2017: $57,7182017Revenue 2018: $126,325Expenses 2018: $158,965Net Income 2018: -$32,6402018Revenue 2019: $190,806Expenses 2019: $227,808Net Income 2019: -$37,0022019Revenue 2020: $113,842Expenses 2020: $90,990Net Income 2020: $22,8522020Revenue 2021: $62,778Expenses 2021: $80,612Net Income 2021: -$17,8342021Revenue 2022: $391,242Expenses 2022: $377,129Net Income 2022: $14,1132022Revenue 2023: $603,831Expenses 2023: $533,954Net Income 2023: $69,8772023Revenue 2024: $577,401Expenses 2024: $606,849Net Income 2024: -$29,4482024

Highlighted filing

2017

Revenue$193,703
Expenses$135,985
Net Income$57,718
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 30, 2018
Return Version
2017v2.3
Gross Receipts
$193,703
Mission and Program Overview

Mission

To help people struggling with addiction

To help provide funding to directly support people struggling with addiction who cannot otherwise afford help, either by supporting the afflicted people directly or by supporting those who serve them.

Program Services

DescriptionGrantsExpenses
TO PROVIDE SERVICES AND FUNDING FOR 12 STEP RECOVERY AND ABSTINENCE BASED TREATMENT, INCLUDING BUT NOT LIMITED TO: ACCESSING TREATMENT AND MENTAL HEALTH SERVICES, ADVOCACY FOR THOSE IN NEED, AND COMMUNITY EDUCATION ABOUT ADDICTION, RECOVERY AND TREATMENT. VARIOUS LEVELS OF CARE INCLUDE BUT ARE NOT LIMITED TO: RESIDENTIAL REHABILITATION ENVIRONMENTS, EXTENDED CARE, STEP DOWN PROGRAMS AND SOBER LIVING ENVIRONMENTS, AND OUTPATIENT COUNSELING SERVICES.-$129,581
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATIE LOHRCo-Founder &PT$0--
BARBARA ASBURYBrd Member/T-$0--
CAL TURNER IIICo-Foundr Ex-$0--
STEVE LEEBoard Member-$0--
CYNTHIA FREEMANBoard Member-$0--
AMY SOVINEBoard Member-$0--
MONNIE FURLONGBoard Member-$0--
CARLYLE CARROLLBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Hart Inc
EIN
45-3821946
Phone
6157080954
Address
102 WOODMONT BLVD STE 200, NASHVILLE, TN 37205

Signing Officer

Name
Katie Lohr
Title
Co-founder & Presid
Phone
6157080954
Signed
2018-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Mckerley & Noonan Pc CPA
Address
104 WOODMONT BLVD STE 120, NASHVILLE, TN 37205-2311
Preparer
Susan Keffer
Phone
6152790088
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses liability d&o 750 scholshps to recvry resdn 66,992 scholshp-trtmt prog 43,644 business fees 180 fundraising expense 4,003 total 115,569

Form 990-ez, Part III

To help provide funding to directly support people struggling with addiction who cannot otherwise afford help, either by supporting the afflicted people directly or by supporting those who serve them.

Form 990-ez, Part III, Line 28

To provide services and funding for 12 step recovery and abstinence based treatment, including but not limited to: accessing treatment and mental health services, advocacy for those in need, and community education about addiction, recovery and treatment. Various levels of care include but are not limited to: residential rehabilitation environments, extended care, step down programs and sober living environments, and outpatient counseling services.

Raw XML Appendix149 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NASHVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATIE LOHR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BARBARA ASBURY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CAL TURNER III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEVE LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CYNTHIA FREEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5AMY SOVINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MONNIE FURLONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CARLYLE CARROLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-FOUNDER &
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BRD MEMBER/T
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-FOUNDR EX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0115569
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO HELP PROVIDE FUNDING TO DIRECTLY SUPPORT PEOPLE STRUGGLING WITH ADDICTION WHO CANNOT OTHERWISE AFFORD HELP, EITHER BY SUPPORTING THE AFFLICTED PEOPLE DIRECTLY OR BY SUPPORTING THOSE WHO SERVE THEM.
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IRS990EZ/WebsiteAddressTxt0WWW.HARTFUNDING.ORG
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0AS SHOWN ON SCHEDULE A, PUBLIC SUPPORT RECEIVED BY THE ORGANIZATION IN 2016 IS 27.55%, WHICH INCLUDES APPROXIMATELY 100 INDIVIDUALS AND CORPORATIONS, THUS MEETING THE 10% SUPPORT LIMITATION REQUIREMENTS OF IRS SECTION 1.170A-9(F)(3)(I). IN ITS 6TH YEAR, THE ORGANIZATION CONTINUALLY WORKS TO INCREASE ITS PUBLIC SUPPORT WITH A DETAILED SOLICITATION PLAN FOR ATTRACTING NEW AND ADDITIONAL PUBLIC SUPPORT. THIS PLAN INCLUDES A WEBSITE THAT PROMOTES ITS MISSION WHERE MEMBERS OF THE PUBLIC CAN DONATE ON-LINE. THEY ALSO HAVE MULTIPLE FUNDRAISERS THROUGHOUT THE YEAR THAT ARE ANNOUNCED ON THEIR WEBSITE AS WELL AS SENDING OUT INVITATIONS TO APPROXIMATELY 250 PEOPLE WHO CAN BRING GUESTS. THE ORGANIZATION'S GOVERNING BODY REPRESENTS A BROAD INTEREST OF THE PUBLIC WHO ARE PASSIONATE ABOUT THE ORGANIZATION'S MISSION AND COMMITTED TO EXPANDING PUBLIC SUPPORT. THE CHARITABLE PURPOSE IS TO PROVIDE FUNDING TO DIRECTLY SUPPORT MEMBERS OF THE PUBLIC WHO ARE STRUGGLING WITH ADDICTION AND CANNOT OTHERWISE AFFORD HELP.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES LIABILITY D&O 750 SCHOLSHPS TO RECVRY RESDN 66,992 SCHOLSHP-TRTMT PROG 43,644 BUSINESS FEES 180 FUNDRAISING EXPENSE 4,003 TOTAL 115,569
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO HELP PROVIDE FUNDING TO DIRECTLY SUPPORT PEOPLE STRUGGLING WITH ADDICTION WHO CANNOT OTHERWISE AFFORD HELP, EITHER BY SUPPORTING THE AFFLICTED PEOPLE DIRECTLY OR BY SUPPORTING THOSE WHO SERVE THEM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROVIDE SERVICES AND FUNDING FOR 12 STEP RECOVERY AND ABSTINENCE BASED TREATMENT, INCLUDING BUT NOT LIMITED TO: ACCESSING TREATMENT AND MENTAL HEALTH SERVICES, ADVOCACY FOR THOSE IN NEED, AND COMMUNITY EDUCATION ABOUT ADDICTION, RECOVERY AND TREATMENT. VARIOUS LEVELS OF CARE INCLUDE BUT ARE NOT LIMITED TO: RESIDENTIAL REHABILITATION ENVIRONMENTS, EXTENDED CARE, STEP DOWN PROGRAMS AND SOBER LIVING ENVIRONMENTS, AND OUTPATIENT COUNSELING SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATIE LOHR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-FOUNDER & PRESID
ReturnHeader/BusinessOfficerGrp/PhoneNum06157080954
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-30
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ReturnHeader/Filer/EIN0453821946
ReturnHeader/Filer/PhoneNum06157080954
ReturnHeader/Filer/USAddress/AddressLine1Txt0102 WOODMONT BLVD STE 200
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ReturnHeader/FilingSecurityInformation/IPTm015:24:50
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0104 WOODMONT BLVD STE 120
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0372052311
ReturnHeader/PreparerPersonGrp/PhoneNum06152790088
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN KEFFER
ReturnHeader/ReturnTs02018-05-21T15:24:50-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings