Civic Intelligence

Hearthstone Fellowship Foundation Inc.

990 • Fiscal year 2018 • EIN 59-3710711

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization ProfileHEARTHSTONEFOUNDATION.ORG

Refreshing map…

814 N Beach StreetDaytona Beach, FL 32114

(386) 299-7910

Siviq Scores

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

Liabilities / Assets

91st percentile

0.63x

Higher debt load relative to assets than 91% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

94th percentile

0.75x

Higher debt load relative to revenue than 94% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

59th percentile

7.7%

Higher net margin than 59% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

80th percentile

$10,400

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

50th percentile

1.4%

Faster asset growth than 50% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

80th percentile

32%

Faster revenue growth than 80% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$301,978

Up $4,182 (+1.4%) from 2017

Net Assets

Up

$111,877

Up $19,448 (+21%) from 2017

Liabilities

Down

$190,101

Down $15,266 (-7.4%) from 2017

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin59th percentile

Revenue

Up

$253,494

Up $61,661 (+32%) from 2017

Expenses

Up

$234,046

Up $47,402 (+25%) from 2017

Net Income

Up

$19,448

Up $14,259 (+275%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$400K$300K$200K$100K$0Assets 2010: $380,810Liabilities 2010: $298,104Net Assets 2010: $82,7062010Assets 2011: $363,974Liabilities 2011: $280,861Net Assets 2011: $83,1132011Assets 2012: $354,092Liabilities 2012: $269,985Net Assets 2012: $84,1072012Assets 2013: $351,169Liabilities 2013: $258,479Net Assets 2013: $92,6902013Assets 2014: $339,643Liabilities 2014: $246,305Net Assets 2014: $93,3382014Assets 2015: $320,436Liabilities 2015: $233,424Net Assets 2015: $87,0122015Assets 2016: $307,032Liabilities 2016: $219,792Net Assets 2016: $87,2402016Assets 2017: $297,796Liabilities 2017: $205,367Net Assets 2017: $92,4292017Assets 2018: $301,978Liabilities 2018: $190,101Net Assets 2018: $111,8772018Assets 2019: $289,079Liabilities 2019: $174,847Net Assets 2019: $114,2322019Assets 2020: $319,477Liabilities 2020: $265,838Net Assets 2020: $53,6392020Assets 2021: $345,175Liabilities 2021: $262,892Net Assets 2021: $82,2832021Assets 2022: $362,329Liabilities 2022: $216,036Net Assets 2022: $146,2932022Assets 2023: $239,382Liabilities 2023: $199,625Net Assets 2023: $39,7572023Assets 2024: $223,908Liabilities 2024: $175,452Net Assets 2024: $48,4562024

Highlighted filing

2018

Assets$301,978
Liabilities$190,101
Net Assets$111,877
Open 2018 Filing

Operations Trend

Revenue Growth80th percentile

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

$400K$200K$0-$200KRevenue 2010: $213,800Expenses 2010: $213,229Net Income 2010: $5712010Expenses 2011: $206,1192011Expenses 2012: $236,7492012Revenue 2013: $218,972Expenses 2013: $210,389Net Income 2013: $8,5832013Revenue 2014: $228,736Expenses 2014: $228,088Net Income 2014: $6482014Revenue 2015: $221,900Expenses 2015: $228,226Net Income 2015: -$6,3262015Revenue 2016: $223,498Expenses 2016: $223,270Net Income 2016: $2282016Revenue 2017: $191,833Expenses 2017: $186,644Net Income 2017: $5,1892017Revenue 2018: $253,494Expenses 2018: $234,046Net Income 2018: $19,4482018Revenue 2019: $218,346Expenses 2019: $215,991Net Income 2019: $2,3552019Revenue 2020: $173,081Expenses 2020: $233,674Net Income 2020: -$60,5932020Revenue 2021: $187,440Expenses 2021: $158,796Net Income 2021: $28,6442021Revenue 2022: $309,885Expenses 2022: $245,875Net Income 2022: $64,0102022Revenue 2023: $135,107Expenses 2023: $241,643Net Income 2023: -$106,5362023Revenue 2024: $273,919Expenses 2024: $265,422Net Income 2024: $8,4972024

Highlighted filing

2018

Revenue$253,494
Expenses$234,046
Net Income$19,448
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$253,494
Mission and Program Overview

Mission

To provide a full range of counseling services to persons with serious alcohol & substance abuse disorders including recovery and rehabilitation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$294,160$283,278▼ $10,882
Loans From Officers Directors$134,930$128,931▼ $5,999
Rtn Earn Endowment Incm Other Fnds$92,429$111,877▲ $19,448
Cash and Non-Interest-Bearing Accounts$3,636$18,700▲ $15,064
Total Assets$297,796$301,978▲ $4,182
Liabilities
Mortgage Notes Payable Secured by Investment Property$70,437$61,170▼ $9,267
Total Liabilities$205,367$190,101▼ $15,266
Net Assets / Fund Balance
Total Net Assets Fund Balance$92,429$111,877▲ $19,448
Total Liabilities and Net Assets / Fund Balance$297,796$301,978▲ $4,182

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$198,359$141,276$339,635
Land$84,919-$84,919
Equipment-$30,886$30,886
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseTotal
John Lowe IiiPresidentPT$10,400$10,400

Board Members and Trustees

NameTitle
Michael Gardner PhdDirector
James F DeleskeySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$9,600
Program Service Revenue
$243,894
Investment Income
$0
Other Revenue
$0
All Other Contributions
$9,600
Change in Net Assets
$19,448
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$234,046
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$44,427--$44,427
Interest$13,351--$13,351
Depreciation Depletion$8,162$2,720-$10,882
All Other Expenses$8,193$271-$8,464
Office Expenses-$6,271-$6,271
Other Expenses$5,181--$5,181
Insurance$4,625--$4,625
Fees for Services Accounting$348$697-$1,045
Total Functional Expenses$224,087$9,959$0$234,046
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
Loans from Officers, Directors, Trustees, and Key Employees$134,930$128,931▼ $5,999
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
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, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 12C

“Any potential conflicts of interest are required to be disclosed immediately to the board.”

Form 990, Page 6, Part VI, Line 15A

“Board members are not compensated. The chief officer was compensated to reimburse auto, travel and related expenses.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available upon request”

Filing and Contact Details

Filer

Filer Name
Hearthstone Fellowship
EIN
59-3710711
Phone
3862997910
Address
814 N BEACH STREET, DAYTONA BEACH, FL 32114

Signing Officer

Name
John Lowe Iii
Title
President
Phone
3862997910
Signed
2019-11-15

Organization Details

Principal Officer
John Lowe Iii
Formed
2001
Legal Domicile
Fl
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
OLIVARI & ASSOCIATES CPA'S
Address
141 SAGE BRUSH TRAIL SUITE D, ORMOND BEACH, FL 32174
Preparer
John S Olivari CPA
Phone
3866720775
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANY POTENTIAL CONFLICTS OF INTEREST ARE REQUIRED TO BE DISCLOSED IMMEDIATELY TO THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS ARE NOT COMPENSATED. THE CHIEF OFFICER WAS COMPENSATED TO REIMBURSE AUTO, TRAVEL AND RELATED EXPENSES.
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0111877
IRS990/TotalProgramServiceExpensesAmt0224087
IRS990/TotalProgramServiceRevenueAmt0243894
IRS990/TotalReportableCompFromOrgAmt010400
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0243894
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0253494
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0297796
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0301978
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0814 N BEACH ST
IRS990/USAddress/CityNm0DAYTONA BEACH
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032114
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0HEARTHSTONEFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN LOWE III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03862997910
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEARTHSTONE FELLOWSHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0593710711
ReturnHeader/Filer/PhoneNum03862997910
ReturnHeader/Filer/USAddress/AddressLine1Txt0814 N BEACH STREET
ReturnHeader/Filer/USAddress/CityNm0DAYTONA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032114
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DBEADA8E4E9D2995A816ADE270059363E00FB124
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DE4B0C042BA620D171CBCF9F28D4E90162208502
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:36:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592425904
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OLIVARI & ASSOCIATES CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0141 SAGE BRUSH TRAIL SUITE D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORMOND BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032174
ReturnHeader/PreparerPersonGrp/PhoneNum03866720775
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN S OLIVARI CPA
ReturnHeader/ReturnTs02019-11-15T10:36:21-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$301,978
Liabilities
$190,101
Net assets
$111,877
Revenue
$253,494
Expenses
$234,046
Net income
$19,448
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.24$1.75$0.48$2.74$2.65$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.39$2.00$0.40$1.35$2.42$1.07
2022Detailed filing. Detailed filing data is available for this year.$3.62$2.16$1.46$3.10$2.46$0.64
2021Detailed filing. Detailed filing data is available for this year.$3.45$2.63$0.82$1.87$1.59$0.29
2020Detailed filing. Detailed filing data is available for this year.$3.19$2.66$0.54$1.73$2.34$0.61
2019Detailed filing. Detailed filing data is available for this year.$2.89$1.75$1.14$2.18$2.16$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.02$1.90$1.12$2.53$2.34$0.19
2017Detailed filing. Detailed filing data is available for this year.$2.98$2.05$0.92$1.92$1.87$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.07$2.20$0.87$2.23$2.23$0.00
2015Detailed filing. Detailed filing data is available for this year.$3.20$2.33$0.87$2.22$2.28$0.06
2014Detailed filing. Detailed filing data is available for this year.$3.40$2.46$0.93$2.29$2.28$0.01
2013Detailed filing. Detailed filing data is available for this year.$3.51$2.58$0.93$2.19$2.10$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.54$2.70$0.84$2.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.64$2.81$0.83$2.06
2010Summary only. Only limited summary data is available for this year.$3.81$2.98$0.83$2.14$2.13$0.01