Civic Intelligence

Hearthstone Fellowship Foundation Inc.

990 • Fiscal year 2023 • EIN 59-3710711

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 14, 2024

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

93rd percentile

0.83x

Higher debt load relative to assets than 93% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

97th percentile

1.48x

Higher debt load relative to revenue than 97% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

7th percentile

-79%

Higher net margin than 7% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

16th percentile

-34%

Faster asset growth than 16% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-56%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$239,382

Down $122,947 (-34%) from 2022

Net Assets

Down

$39,757

Down $106,536 (-73%) from 2022

Liabilities

Down

$199,625

Down $16,411 (-7.6%) from 2022

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin7th percentile

Revenue

Down

$135,107

Down $174,778 (-56%) from 2022

Expenses

Down

$241,643

Down $4,232 (-1.7%) from 2022

Net Income

Down

-$106,536

Down $170,546 (-266%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2023

Assets$239,382
Liabilities$199,625
Net Assets$39,757
Open 2023 Filing

Operations Trend

Revenue Growth9th 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

2023

Revenue$135,107
Expenses$241,643
Net Income-$106,536
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 14, 2024
Return Version
2023v5.0
Gross Receipts
$135,107
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$239,753$228,872▼ $10,881
Loans From Officers Directors$107,036$99,095▼ $7,941
Rtn Earn Endowment Incm Other Fnds$146,293$39,757▼ $106,536
Cash and Non-Interest-Bearing Accounts$122,576$10,510▼ $112,066
Total Assets$362,329$239,382▼ $122,947
Liabilities
Mortgage Notes Payable Secured by Investment Property$109,000$100,530▼ $8,470
Total Liabilities$216,036$199,625▼ $16,411
Net Assets / Fund Balance
Total Net Assets Fund Balance$146,293$39,757▼ $106,536
Total Liabilities and Net Assets / Fund Balance$362,329$239,382▼ $122,947

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$143,953$195,682$339,635
Land$84,919-$84,919
Equipment-$30,886$30,886
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
John Lowe IiiPresident
Michael Gardner PhdDirector
James F DeleskeySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,000
Program Service Revenue
$134,107
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,000
Change in Net Assets
$-106,536
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$241,643
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$52,388$3,696-$56,084
Interest$17,926--$17,926
Depreciation Depletion$8,161$2,720-$10,881
Insurance$5,939--$5,939
All Other Expenses$5,091--$5,091
Other Expenses$2,771--$2,771
Fees for Services Accounting-$2,375-$2,375
Office Expenses-$990-$990
Total Functional Expenses$231,862$9,781$0$241,643
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$107,036$99,095▼ $7,941
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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

“Copy of completed return, form 990, is provided to the chief executive prior to filing.”

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
2024-10-14

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
Johnny Svajko CPA
Phone
3866720775
Raw XML Appendix318 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE A FULL RANGE OF COUNSELING SERVICES TO PERSONS WITH SERIOUS ALCOHOL & SUBSTANCE ABUSE DISORDERS INCLUDING RECOVERY AND REHABILITATION.
IRS990/AllOtherContributionsAmt01000
IRS990/AllOtherExpensesGrp/ProgramServicesAmt05091
IRS990/AllOtherExpensesGrp/TotalAmt05091
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0JOHN LOWE III
IRS990/BooksInCareOfDetail/PhoneNum03862997910
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0814 N BEACH STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0DAYTONA BEACH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd032114
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0122576
IRS990/CashNonInterestBearingGrp/EOYAmt010510
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01000
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0241643
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0134107
IRS990/CYRevenuesLessExpensesAmt0-106536
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0241643
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0135107
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02720
IRS990/DepreciationDepletionGrp/ProgramServicesAmt08161
IRS990/DepreciationDepletionGrp/TotalAmt010881
IRS990/Desc0CLINICAL EVALUATION AND COUNSELING SERVICES ARE PROVIDED TO ASSIST RECOVERY AND ESTABLISH GOALS, INCLUDING MONITORING 12 STEP PROGRAM ATTENDANCE.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0176064
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02375
IRS990/FeesForServicesAccountingGrp/TotalAmt02375
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt025.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN LOWE III
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES F DELESKEY
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL GARDNER PHD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0135107
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt05939
IRS990/InsuranceGrp/TotalAmt05939
IRS990/InterestGrp/ProgramServicesAmt017926
IRS990/InterestGrp/TotalAmt017926
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0226568
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0239753
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0228872
IRS990/LandBldgEquipCostOrOtherBssAmt0455440
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd0true
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt0107036
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt099095
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE A FULL RANGE OF COUNSELING SERVICES TO PERSONS WITH SERIOUS ALCOHOL & SUBSTANCE ABUSE DISORDERS INCLUDING RECOVERY AND REHABILITATION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0109000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0100530
IRS990/NetAssetsOrFundBalancesBOYAmt0146293
IRS990/NetAssetsOrFundBalancesEOYAmt039757
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt03696
IRS990/OccupancyGrp/ProgramServicesAmt052388
IRS990/OccupancyGrp/TotalAmt056084
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0990
IRS990/OfficeExpensesGrp/TotalAmt0990
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0CONTRACT LABOR
IRS990/OtherExpensesGrp/Desc1LICENSES AND PERMITS
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3AUTO EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt0128700
IRS990/OtherExpensesGrp/ProgramServicesAmt15996
IRS990/OtherExpensesGrp/ProgramServicesAmt24890
IRS990/OtherExpensesGrp/ProgramServicesAmt32771
IRS990/OtherExpensesGrp/TotalAmt0128700
IRS990/OtherExpensesGrp/TotalAmt15996
IRS990/OtherExpensesGrp/TotalAmt24890
IRS990/OtherExpensesGrp/TotalAmt32771
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JOHN LOWE III
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/Desc1SAFE HOUSE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt076426
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt157681
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt076426
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt157681
IRS990/ProgSrvcAccomActy2Grp/Desc0SAFE HOUSE OPERATION - PROVIDE A SAFE, STRUCTURED ENVIRONMENT FOR RECOVERY
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt055798
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt057681
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0245875
IRS990/PYProgramServiceRevenueAmt0309885
IRS990/PYRevenuesLessExpensesAmt064010
IRS990/PYTotalExpensesAmt0245875
IRS990/PYTotalRevenueAmt0309885
IRS990/ReconcilationRevenueExpnssAmt0-106536
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt076426
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0146293
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt039757
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0134107
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0309885
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0187440
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0173081
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0218346
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01022859
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt01023859
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0135107
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0309885
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0187440
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0173081
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0218346
IRS990ScheduleA/Total509Grp/TotalAmt01023859
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0135107
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0309885
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0187440
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0173081
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0218346
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01023859
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0143953
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0195682
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0339635
IRS990ScheduleD/EquipmentGrp/DepreciationAmt030886
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt030886
IRS990ScheduleD/LandGrp/BookValueAmt084919
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt084919
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0228872
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt099095
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0MORTGAGE LOAN- 900 N. OLEANDER AVE.
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0180000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0MICHAEL GARDNER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/TotalBalanceDueAmt099095
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COPY OF COMPLETED RETURN, FORM 990, IS PROVIDED TO THE CHIEF EXECUTIVE PRIOR TO FILING.
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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0362329
IRS990/TotalAssetsEOYAmt0239382
IRS990/TotalAssetsGrp/BOYAmt0362329
IRS990/TotalAssetsGrp/EOYAmt0239382
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09781
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0231862
IRS990/TotalFunctionalExpensesGrp/TotalAmt0241643
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0216036
IRS990/TotalLiabilitiesEOYAmt0199625
IRS990/TotalLiabilitiesGrp/BOYAmt0216036
IRS990/TotalLiabilitiesGrp/EOYAmt0199625
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0146293
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt039757
IRS990/TotalProgramServiceExpensesAmt0231862
IRS990/TotalProgramServiceRevenueAmt0134107
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0134107
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0135107
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0362329
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0239382
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN LOWE III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03862997910
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-14
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02024-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHNNY SVAJKO CPA
ReturnHeader/ReturnTs02024-10-14T16:09:10-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$239,382
Liabilities
$199,625
Net assets
$39,757
Revenue
$135,107
Expenses
$241,643
Net income
-$106,536
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