Civic Intelligence

Hearthside Inc

EIN 62-1319490 • 501(c)3 • Lebanon, TN

Profile

Provide assisted living and housing for the elderly

215 Castle Heights Avenue NorthLebanon, TN 37087

www.hearthsideliving.com

Siviq Scores

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

Liabilities / Assets

75th percentile

0.41x

Higher debt load relative to assets than 75% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

90th percentile

1.93x

Higher debt load relative to revenue than 90% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

58th percentile

8.5%

Higher net margin than 58% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

49th percentile

4.6%

Faster asset growth than 49% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

38th percentile

1.9%

Faster revenue growth than 38% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$9,745,477

Up $425,375 (+4.6%) from 2023

Liabilities

Up

$3,951,963

Up $222,711 (+6.0%) from 2023

Net Assets

Up

$5,793,514

Up $202,664 (+3.6%) from 2023

Operations
Liabilities / Revenue90th percentileNet Margin58th percentile

Revenue

Up

$2,044,510

Up $37,355 (+1.9%) from 2023

Expenses

Down

$1,870,361

Down $17,113 (-0.9%) from 2023

Net Income

Up

$174,149

Up $54,468 (+46%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

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

$10M$5.0M$0Assets 2011: $3,664,844Liabilities 2011: $1,060,000Net Assets 2011: $2,604,8442011Assets 2012: $3,970,958Liabilities 2012: $1,205,322Net Assets 2012: $2,765,6362012Assets 2013: $4,645,772Liabilities 2013: $1,725,061Net Assets 2013: $2,920,7112013Assets 2014: $4,845,409Liabilities 2014: $1,650,069Net Assets 2014: $3,195,3402014Assets 2015: $5,559,158Liabilities 2015: $2,062,658Net Assets 2015: $3,496,5002015Assets 2016: $6,764,594Liabilities 2016: $2,909,679Net Assets 2016: $3,854,9152016Assets 2017: $7,778,946Liabilities 2017: $3,653,882Net Assets 2017: $4,125,0642017Assets 2018: $9,120,328Liabilities 2018: $4,623,499Net Assets 2018: $4,496,8292018Assets 2019: $8,717,960Liabilities 2019: $3,892,605Net Assets 2019: $4,825,3552019Assets 2020: $9,290,230Liabilities 2020: $4,189,831Net Assets 2020: $5,100,3992020Assets 2021: $9,325,202Liabilities 2021: $3,900,530Net Assets 2021: $5,424,6722021Assets 2022: $9,369,320Liabilities 2022: $3,917,615Net Assets 2022: $5,451,7052022Assets 2023: $9,320,102Liabilities 2023: $3,729,252Net Assets 2023: $5,590,8502023Assets 2024: $9,745,477Liabilities 2024: $3,951,963Net Assets 2024: $5,793,5142024

Highlighted filing

2024

Assets$9,745,477
Liabilities$3,951,963
Net Assets$5,793,514
Open 2024 Filing

Operations Trend

Revenue Growth38th percentile

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

$3.0M$2.0M$1.0M$0Revenue 2011: $1,362,752Expenses 2011: $1,226,105Net Income 2011: $136,6472011Revenue 2012: $1,409,332Expenses 2012: $1,255,827Net Income 2012: $153,5052012Revenue 2013: $1,460,610Expenses 2013: $1,305,536Net Income 2013: $155,0742013Revenue 2014: $1,529,383Expenses 2014: $862,929Net Income 2014: $666,4542014Revenue 2015: $1,548,727Expenses 2015: $1,247,567Net Income 2015: $301,1602015Revenue 2016: $1,791,543Expenses 2016: $1,433,129Net Income 2016: $358,4142016Revenue 2017: $1,717,186Expenses 2017: $1,422,742Net Income 2017: $294,4442017Revenue 2018: $1,893,145Expenses 2018: $1,504,796Net Income 2018: $388,3492018Revenue 2019: $1,894,286Expenses 2019: $1,580,976Net Income 2019: $313,3102019Revenue 2020: $1,983,283Expenses 2020: $1,714,878Net Income 2020: $268,4052020Revenue 2021: $1,941,804Expenses 2021: $1,633,983Net Income 2021: $307,8212021Revenue 2022: $1,779,482Expenses 2022: $1,751,915Net Income 2022: $27,5672022Revenue 2023: $2,007,155Expenses 2023: $1,887,474Net Income 2023: $119,6812023Revenue 2024: $2,044,510Expenses 2024: $1,870,361Net Income 2024: $174,1492024

Highlighted filing

2024

Revenue$2,044,510
Expenses$1,870,361
Net Income$174,149
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$9,745,477
Liabilities
$3,951,963
Net assets
$5,793,514
Revenue
$2,044,510
Expenses
$1,870,361
Net income
$174,149
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.75$3.95$5.79$2.04$1.87$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.32$3.73$5.59$2.01$1.89$0.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.37$3.92$5.45$1.78$1.75$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.33$3.90$5.42$1.94$1.63$0.31
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.29$4.19$5.10$1.98$1.71$0.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.72$3.89$4.83$1.89$1.58$0.31
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.12$4.62$4.50$1.89$1.50$0.39
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.78$3.65$4.13$1.72$1.42$0.29
2016Summary only. Only limited summary data is available for this year.$6.76$2.91$3.85$1.79$1.43$0.36
2015Summary only. Only limited summary data is available for this year.$5.56$2.06$3.50$1.55$1.25$0.30
2014Summary only. Only limited summary data is available for this year.$4.85$1.65$3.20$1.53$0.86$0.67
2013Summary only. Only limited summary data is available for this year.$4.65$1.73$2.92$1.46$1.31$0.16
2012Summary only. Only limited summary data is available for this year.$3.97$1.21$2.77$1.41$1.26$0.15
2011Summary only. Only limited summary data is available for this year.$3.66$1.06$2.60$1.36$1.23$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 21, 2025
Return Version
2024v5.2
Gross Receipts
$2,044,510
Mission and Program Overview

Mission

Provide assisted living and housing for the elderly

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,324,005$7,243,972▼ $80,033
Rtn Earn Endowment Incm Other Fnds$5,590,850$5,793,514▲ $202,664
Savings and Temporary Cash Investments$1,703,423$2,072,397▲ $368,974
Cash and Non-Interest-Bearing Accounts$139,484$218,538▲ $79,054
Investments in Publicly Traded Securities$122,097$150,612▲ $28,515
Prepaid Expenses and Deferred Charges$34,254$57,224▲ $22,970
Inventories for Sale or Use$3,345$3,445▲ $100
Accounts Receivable$-6,506$-711▲ $5,795
Total Assets$9,320,102$9,745,477▲ $425,375
Liabilities
Accounts Payable and Accrued Expenses$3,729,252$3,951,963▲ $222,711
Total Liabilities$3,729,252$3,951,963▲ $222,711
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,590,850$5,793,514▲ $202,664
Total Liabilities and Net Assets / Fund Balance$9,320,102$9,745,477▲ $425,375

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,050,882$3,763,070$10,813,952
Equipment$56,787$280,188$336,975
Land$136,303-$136,303
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Christopher DozierKey EmployeeFT$128,741$128,741
Sarah JohnstonKey EmployeeFT$50,837$50,837

Board Members and Trustees

NameTitle
George ChatfieldPresident
Jay MorrisVice President
Curry DudleyBoard Member
Frank GalbreathBoard Member
Jade WillisBoard Member
Perry LewisBoard Member
Ryan SprouseBoard Member
Susie JamesBoard Member
Susan JacksonSecretary
Trey VantreaseTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$20,002
Program Service Revenue
$1,607,916
Investment Income
$56,552
Other Revenue
$360,040
All Other Contributions
$20,002
Change in Net Assets
$174,149
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$981,761
Salaries, Compensation, and Employee Benefits$888,600
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$597,535$39,100-$636,635
All Other Expenses$311,880$17,600-$329,480
Depreciation Depletion-$277,648-$277,648
Current Officers, Directors, Trustees, and Key Employees-$179,578-$179,578
Occupancy$179,127--$179,127
Insurance-$83,664-$83,664
Payroll Taxes$45,404$16,681-$62,085
Advertising-$56,149-$56,149
Fees for Services Accounting-$30,102-$30,102
Other Expenses-$12,535-$12,535
Other Employee Benefits-$10,302-$10,302
Office Expenses-$6,853-$6,853
Conferences and Meetings-$1,510-$1,510
Fees for Services Management-$60-$60
Total Functional Expenses$1,133,946$736,415$0$1,870,361
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
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 governing body review Part VI line 11

“A copy of form 990 is given to the executive director to view before the return is filed. The executive director gives a copy to the chief executive officer. The ceo then distributes a copy of the return to the board.”

Conflict of interest policy compliance Part VI line 12C

“Any conflict of interest, through transaction, contract or employment between any board member,administrator, or family member of the board member and hearthside, inc will be disclosed to the board of directors prior to consummation of said transaction, contract or employment. The board of directors shall approve and record their approval of such transaction, contract or employment in the written minutes. The board shall review any previously approved conflicts of interest annually.”

Governing documents etc available to public Part VI line 19

“The governing documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Hearthside Inc
EIN
62-1319490
In Care Of
% CHRISTOPHER DOZIER
Phone
6154431994
Address
215 CASTLE HEIGHTS AVENUE NORTH, LEBANON, TN 37087

Signing Officer

Name
Christopher Dozier
Title
Key Employee
Phone
6154431994
Signed
2025-10-21
Discuss with paid preparer
Yes

Organization Details

Formed
1994
Legal Domicile
Tn
Voting Board Members
10
Independent Board Members
10
Employees
28
Volunteers
6

Preparer

Firm
Tonya P Williams Ea
Address
934 BOND ROAD, LEBANON, TN 37090
Preparer
Tonya P Williams Ea
Phone
6157145398
Supplemental Narrative

Additional Explanations

Unrelated business income explanation Part V line 3B

“Hearthside purchased a building in november 2020 for future use as a fourth wing of the assisted living facility. The buidling is being rented to an unrelated organization until the expansion is complete. The funds are being used to maintain the current assisted living facility. Once the expansion is complete and the building begins being used for its exempt purpose, the income will no longer be considered ubi.”

List of other expenses Part IX line 24E

“Other expenses from part ix, line 24e totaled more than 10% of part ix, line 25. Please refer to attached list of other expenses totaling $329,480.”

Raw XML AppendixShowing 400 of 416 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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IRS990/LandBldgEquipBasisNetGrp/EOYAmt07243972
IRS990/LandBldgEquipCostOrOtherBssAmt011287230
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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt014850
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IRS990/OccupancyGrp/ProgramServicesAmt0179127
IRS990/OccupancyGrp/TotalAmt0179127
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06853
IRS990/OfficeExpensesGrp/TotalAmt06853
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt010302
IRS990/OtherEmployeeBenefitsGrp/TotalAmt010302
IRS990/OtherExpensesGrp/Desc0POSTAGE
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2FLOWERS & GIFTS
IRS990/OtherExpensesGrp/Desc3LICENSE & TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0506
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12412
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21715
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt312535
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IRS990/PYRevenuesLessExpensesAmt0119681
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt02072397
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleD/BuildingsGrp/BookValueAmt07050882
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IRS990ScheduleD/EquipmentGrp/BookValueAmt056787
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0280188
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0336975
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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0136303
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HEARTHSIDE PURCHASED A BUILDING IN NOVEMBER 2020 FOR FUTURE USE AS A FOURTH WING OF THE ASSISTED LIVING FACILITY. THE BUIDLING IS BEING RENTED TO AN UNRELATED ORGANIZATION UNTIL THE EXPANSION IS COMPLETE. THE FUNDS ARE BEING USED TO MAINTAIN THE CURRENT ASSISTED LIVING FACILITY. ONCE THE EXPANSION IS COMPLETE AND THE BUILDING BEGINS BEING USED FOR ITS EXEMPT PURPOSE, THE INCOME WILL NO LONGER BE CONSIDERED UBI.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 IS GIVEN TO THE EXECUTIVE DIRECTOR TO VIEW BEFORE THE RETURN IS FILED. THE EXECUTIVE DIRECTOR GIVES A COPY TO THE CHIEF EXECUTIVE OFFICER. THE CEO THEN DISTRIBUTES A COPY OF THE RETURN TO THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY CONFLICT OF INTEREST, THROUGH TRANSACTION, CONTRACT OR EMPLOYMENT BETWEEN ANY BOARD MEMBER,ADMINISTRATOR, OR FAMILY MEMBER OF THE BOARD MEMBER AND HEARTHSIDE, INC WILL BE DISCLOSED TO THE BOARD OF DIRECTORS PRIOR TO CONSUMMATION OF SAID TRANSACTION, CONTRACT OR EMPLOYMENT. THE BOARD OF DIRECTORS SHALL APPROVE AND RECORD THEIR APPROVAL OF SUCH TRANSACTION, CONTRACT OR EMPLOYMENT IN THE WRITTEN MINUTES. THE BOARD SHALL REVIEW ANY PREVIOUSLY APPROVED CONFLICTS OF INTEREST ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER EXPENSES FROM PART IX, LINE 24E TOTALED MORE THAN 10% OF PART IX, LINE 25. PLEASE REFER TO ATTACHED LIST OF OTHER EXPENSES TOTALING $329,480.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Unrelated business income explanation Part V line 3b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4List of other expenses Part IX line 24e
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IRS990/TotalRevenueGrp/ExclusionAmt02009658
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02044510
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt014850
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IRS990/UponRequestInd0X
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IRS990/WebsiteAddressTxt0WWW.HEARTHSIDELIVING.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER DOZIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0KEY EMPLOYEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06154431994
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEARTHSIDE INC
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0621319490
ReturnHeader/Filer/InCareOfNm0% CHRISTOPHER DOZIER
ReturnHeader/Filer/PhoneNum06154431994
ReturnHeader/Filer/USAddress/AddressLine1Txt0215 CASTLE HEIGHTS AVENUE NORTH
ReturnHeader/Filer/USAddress/CityNm0LEBANON
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