Civic Intelligence

The Hearth

EIN 46-2554780 • 501(c)3 • Ashland, OR

Profile

The Hearth is a non-profit organization in Southern Oregon that creates community events that employ personal stories, song, and service to strengthen local community. It offers a pilot training program to assist other small and mid-size communities in developing their own local community storytelling programs.

400 Morton StreetAshland, OR 97520

thehearthcommunity.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

67th percentile

0.01x

Higher debt load relative to assets than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.01x

Higher debt load relative to revenue than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

19th percentile

-30%

Higher net margin than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

99th percentile

$66,998

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 122.8% of source-year revenue.

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

Asset Growth

31st percentile

-18%

Faster asset growth than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

25th percentile

-30%

Faster revenue growth than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$257,900

Down $56,997 (-18%) from 2023

Liabilities

Up

$2,894

Up $1,345 (+87%) from 2023

Net Assets

Down

$255,006

Down $58,342 (-19%) from 2023

Revenue

Down

$195,414

Down $83,777 (-30%) from 2023

Expenses

Down

$253,756

Down $26,234 (-9.4%) from 2023

Net Income

Down

-$58,342

Down $57,543 (-7202%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2014: $65,916Liabilities 2014: $02014Assets 2015: $65,396Liabilities 2015: $84Net Assets 2015: $65,3122015Assets 2016: $96,014Net Assets 2016: $96,0142016Assets 2017: $67,396Liabilities 2017: $2,937Net Assets 2017: $64,4592017Assets 2018: $85,716Net Assets 2018: $85,7162018Assets 2019: $151,929Net Assets 2019: $151,9292019Assets 2020: $186,312Liabilities 2020: $16,931Net Assets 2020: $169,3812020Assets 2021: $354,821Liabilities 2021: $1,438Net Assets 2021: $353,3832021Assets 2022: $315,522Liabilities 2022: $1,375Net Assets 2022: $314,1472022Assets 2023: $314,897Liabilities 2023: $1,549Net Assets 2023: $313,3482023Assets 2024: $257,900Liabilities 2024: $2,894Net Assets 2024: $255,0062024

Highlighted filing

2024

Assets$257,900
Liabilities$2,894
Net Assets$255,006

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2014: $103,334Expenses 2014: $39,116Net Income 2014: $64,2182014Revenue 2015: $72,187Expenses 2015: $72,791Net Income 2015: -$6042015Revenue 2016: $189,527Expenses 2016: $158,825Net Income 2016: $30,7022016Revenue 2017: $54,556Expenses 2017: $86,111Net Income 2017: -$31,5552017Revenue 2018: $144,578Expenses 2018: $123,321Net Income 2018: $21,2572018Revenue 2019: $199,579Expenses 2019: $133,366Net Income 2019: $66,2132019Revenue 2020: $211,313Expenses 2020: $193,861Net Income 2020: $17,4522020Revenue 2021: $440,555Expenses 2021: $256,553Net Income 2021: $184,0022021Revenue 2022: $228,008Expenses 2022: $267,244Net Income 2022: -$39,2362022Revenue 2023: $279,191Expenses 2023: $279,990Net Income 2023: -$7992023Revenue 2024: $195,414Expenses 2024: $253,756Net Income 2024: -$58,3422024

Highlighted filing

2024

Revenue$195,414
Expenses$253,756
Net Income-$58,342

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Gross Receipts
$244,722
Mission and Program Overview

Mission

The Hearth is a non-profit organization in Southern Oregon that creates community events that employ personal stories, song, and service to strengthen local community. It offers a pilot training program to assist other small and mid-size communities in developing their own local community storytelling programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$259,712$257,551▼ $2,161
Land, Buildings, and Equipment, Net$55,185$223▼ $54,962
Prepaid Expenses and Deferred Charges-$126-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$314,897$257,900▼ $56,997
Other Assets Total-$0-
Liabilities
Other Liabilities$1,549$2,894▲ $1,345
Total Liabilities$1,549$2,894▲ $1,345
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$313,348$255,006▼ $58,342
Total Net Assets Fund Balance$313,348$255,006▼ $58,342
Total Liabilities and Net Assets / Fund Balance$314,897$257,900▼ $56,997

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$223$1,862$2,085
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Mark YaconelliExecutive DirectorFT$84,417$84,417

Board Members and Trustees

NameTitle
Ben BellinsonPresident
Andy DreitcerBoard Member
David GuttermanBoard Member
Liz MunozBoard Member
Monse AlegriaBoard Member
Mark DirienzoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$112,045
Program Service Revenue
$70,452
Investment Income
$6,696
Other Revenue
$6,221
All Other Contributions
$112,045
Change in Net Assets
$-58,342
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$152,361
Other Expenses$101,395
Total Fundraising Expense$26,532
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$59,092$12,662$12,663$84,417
Other Salaries and Wages$21,175$23,273$11,823$56,271
Occupancy$41,973$1,308-$43,281
Fees for Services Other$15,405--$15,405
Payroll Taxes$6,659$2,982$2,032$11,673
Travel$7,231$124-$7,355
All Other Expenses$5,027$1,759$14$6,800
Depreciation Depletion$5,400$254-$5,654
Advertising$3,481--$3,481
Insurance$498$1,687-$2,185
Other Expenses$1,884$290-$2,174
Fees for Services Accounting-$1,489-$1,489
Office Expenses$238--$238
Total Functional Expenses$176,315$50,909$26,532$253,756
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Cards Payable$2,894
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Provided to board prior to filing.

Form 990, Part VI, Section B, Line 12C

Board approval required for all business relationships

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
The Hearth
EIN
46-2554780
Phone
5412614398
Address
400 MORTON STREET, ASHLAND, OR 97520

Signing Officer

Name
Mark Yaconelli
Title
Executive Director
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Yaconelli
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
7
Employees
2
Volunteers
100

Preparer

Firm
Rwb and Co
Address
670 SUPERIOR CT STE 106, MEDFORD, OR 97504
Preparer
Richard W Brewster CPA
Phone
5417731885
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IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt051309
IRS990/ProgSrvcAccomActy3Grp/Desc0Care for the Caregivers Storytelling Project: Care for the Caregiver programs provide social-emotional care, individual skill-building, community-building skills, and systemic interventions for English and Spanish speaking frontline community builders. Care for the Caregivers retreats, trainings, workshops, and accompanying resources for frontline workers have begun within Jackson and Josephine counties and expanded outward to rural communities across the State of Oregon and Siskiyou County.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt014487
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IRS990/PYContributionsGrantsAmt0133130
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01307
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0135973
IRS990/PYOtherRevenueAmt011056
IRS990/PYProgramServiceRevenueAmt0133698
IRS990/PYRevenuesLessExpensesAmt0-799
IRS990/PYSalariesCompEmpBnftPaidAmt0144017
IRS990/PYTotalExpensesAmt0279990
IRS990/PYTotalRevenueAmt0279191
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IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-58342
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0112045
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0133130
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0174001
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0381415
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0177693
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0978284
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06696
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01307
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt08003
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99190
IRS990ScheduleA/PublicSupportPY170Pct00.99870
IRS990ScheduleA/PublicSupportTotal170Amt0978284
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0112045
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0133130
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0174001
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0381415
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0177693
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0978284
IRS990ScheduleA/TotalSupportAmt0986287
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0223
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01862
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02085
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02894
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARDS PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0223
IRS990ScheduleD/TotalLiabilityAmt02894
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDED TO BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD APPROVAL REQUIRED FOR ALL BUSINESS RELATIONSHIPS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0257900
IRS990/TotalAssetsGrp/BOYAmt0314897
IRS990/TotalAssetsGrp/EOYAmt0257900
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IRS990/TotalContributionsAmt0112045
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt026532
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt050909
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0176315
IRS990/TotalFunctionalExpensesGrp/TotalAmt0253756
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01549
IRS990/TotalLiabilitiesEOYAmt02894
IRS990/TotalLiabilitiesGrp/BOYAmt01549
IRS990/TotalLiabilitiesGrp/EOYAmt02894
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0313348
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0255006
IRS990/TotalProgramServiceExpensesAmt0176315
IRS990/TotalProgramServiceRevenueAmt070452
IRS990/TotalReportableCompFromOrgAmt084417
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt083369
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0195414
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0314897
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0257900
IRS990/TravelGrp/ManagementAndGeneralAmt0124
IRS990/TravelGrp/ProgramServicesAmt07231
IRS990/TravelGrp/TotalAmt07355
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0400 MORTON STREET
IRS990/USAddress/CityNm0ASHLAND
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097520

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