Civic Intelligence

H a R T Helping Access Recovery & Treatment Inc

990EZ • Fiscal year 2020 • EIN 45-3821946

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 07, 2021

Organization Profilewww.hartfunding.org
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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

69th percentile

20%

Higher net margin than 69% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

81st percentile

55%

Faster asset growth than 81% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

28th percentile

-40%

Faster revenue growth than 28% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$64,507

Up $22,852 (+55%) from 2019

Net Assets

Up

$64,507

Up $22,852 (+55%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin69th percentile

Revenue

Down

$113,842

Down $76,964 (-40%) from 2019

Expenses

Down

$90,990

Down $136,818 (-60%) from 2019

Net Income

Up

$22,852

Up $59,854 (+162%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

2020

Assets$64,507
Liabilities$0
Net Assets$64,507
Open 2020 Filing

Operations Trend

Revenue Growth28th percentile

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

2020

Revenue$113,842
Expenses$90,990
Net Income$22,852
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 7, 2021
Return Version
2020v4.0
Gross Receipts
$113,842
Mission and Program Overview

Mission

To help people struggling with addiction

Program Services

DescriptionGrantsExpenses
Scholarships to recovery residences$61,867$61,867
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RYAN CAINBoard Member-$0--
CARLYLE CARROLLDirector Chairman-$0--
CYNTHIA FREEMANBoard Member-$0--
AMY SOVINEBoard Member-$0--
STEVE LEEBoard Member-$0--
CAL TURNER IIICofounderexofficio-$0--
KATI LOHRCofounderpresidentPT$0--
MONNIE FURLONGBoard Membersecretary-$0--
BARBARA ASBURYTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
H A R T Helping Access Recovery & Treatment Inc
EIN
45-3821946
In Care Of
% Kati Lohr
Phone
6157080954
Address
102 Woodmont Blvd Ste 200, Nashville, TN 37205

Signing Officer

Name
Kati Lohr
Title
CoFounder President
Phone
6157080954
Signed
2021-06-07
Discuss with paid preparer
Yes

Preparer

Firm
Boized Books & Accounting LLC
Address
935 N Linder Rd Ste 115, Kuna, ID 83634
Preparer
Bryan D Anderson
Phone
2089174208
Supplemental Narrative

Additional Explanations

Part I Line 10

“Grants and other assistance to domestic organizations and governments $61867.00”

Part I Line 16

“Insurance $848.00”

Part I Line 16

“Merchant Processing Fees $498.00”

Part I Line 16

“Organizational Fees $260.00”

Part I Line 16

“Administrative Support $10100.00”

Raw XML Appendix190 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/OfficerDirectorTrusteeEmplGrp/PersonNm0RYAN CAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CARLYLE CARROLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CYNTHIA FREEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMY SOVINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEVE LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CAL TURNER III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KATI LOHR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MONNIE FURLONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BARBARA ASBURY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director Chairman
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Board MemberSecretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt01606
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt0765
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt061867
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.hartfunding.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0113842
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0190806
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0126325
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grants and other assistance to domestic organizations and governments $61867.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $848.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Merchant Processing Fees $498.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Organizational Fees $260.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Administrative Support $10100.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part I Line 16
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATI LOHR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CoFounder President
ReturnHeader/BusinessOfficerGrp/PhoneNum06157080954
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0H A R T Helping Access Recovery & Treatment Inc
ReturnHeader/Filer/BusinessNameControlTxt0HART
ReturnHeader/Filer/EIN0453821946
ReturnHeader/Filer/InCareOfNm0% Kati Lohr
ReturnHeader/Filer/PhoneNum06157080954
ReturnHeader/Filer/USAddress/AddressLine1Txt0102 Woodmont Blvd Ste 200
ReturnHeader/Filer/USAddress/CityNm0Nashville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037205
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861785610
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0935 N Linder Rd Ste 115
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Kuna
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ID
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd083634
ReturnHeader/PreparerPersonGrp/PhoneNum02089174208
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRYAN D ANDERSON
ReturnHeader/ReturnTs02021-06-07T15:28:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LOHR
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,507
Liabilities
$0
Net assets
$64,507
Revenue
$113,842
Expenses
$90,990
Net income
$22,852
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.94$0.10$0.84$5.77$6.07$0.29
2023Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$6.04$5.34$0.70
2022Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$3.91$3.77$0.14
2021Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.63$0.81$0.18
2020Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$1.14$0.91$0.23
2019Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$1.91$2.28$0.37
2018Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$1.26$1.59$0.33
2017Detailed filing. Detailed filing data is available for this year.$1.11$1.11$1.94$1.36$0.58
2016Detailed filing. Detailed filing data is available for this year.$0.54$0.54$1.83$1.60$0.23
2015Detailed filing. Detailed filing data is available for this year.$0.31$0.31$1.16$1.20$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.36$0.36$1.28$1.03$0.26