Civic Intelligence

Hartwood Place Inc

EIN 62-1376289 • 501(c)3 • Fairfax, VA

Profile

To provide housing for individuals with disabilities.

3702 Pender Drive 410Fairfax, VA 22030

www.hartwoodfoundation.com

Siviq Scores

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

Liabilities / Assets

95th percentile

1.66x

Higher debt load relative to assets than 95% of similar nonprofits.

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

Liabilities / Revenue

99th percentile

6.51x

Higher debt load relative to revenue than 99% of similar nonprofits.

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

Net Margin

43rd percentile

-0.8%

Higher net margin than 43% of similar nonprofits.

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

Top Officer Pay

99th percentile

$177,259

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 139.8% of source-year revenue.

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

Asset Growth

58th percentile

1.8%

Faster asset growth than 58% of similar nonprofits.

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

Revenue Growth

54th percentile

0.6%

Faster revenue growth than 54% of similar nonprofits.

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

Assets

Up

$496,605

Up $8,886 (+1.8%) from 2023

Liabilities

Up

$825,724

Up $9,898 (+1.2%) from 2023

Net Assets

Down

-$329,119

Down $1,012 (-0.3%) from 2023

Revenue

Up

$126,834

Up $724 (+0.6%) from 2023

Expenses

Up

$127,846

Up $14,418 (+13%) from 2023

Net Income

Down

-$1,012

Down $13,694 (-108%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0-$500KAssets 2010: $767,896Liabilities 2010: $919,606Net Assets 2010: -$151,7102010Assets 2011: $765,924Liabilities 2011: $924,573Net Assets 2011: -$158,6492011Assets 2012: $751,147Liabilities 2012: $911,083Net Assets 2012: -$159,9362012Assets 2013: $723,806Liabilities 2013: $910,733Net Assets 2013: -$186,9272013Assets 2014: $720,811Liabilities 2014: $940,769Net Assets 2014: -$219,9582014Assets 2015: $659,759Liabilities 2015: $906,504Net Assets 2015: -$246,7452015Assets 2016: $641,117Liabilities 2016: $907,530Net Assets 2016: -$266,4132016Assets 2017: $607,838Liabilities 2017: $896,338Net Assets 2017: -$288,5002017Assets 2018: $579,778Liabilities 2018: $891,336Net Assets 2018: -$311,5582018Assets 2019: $548,103Liabilities 2019: $877,856Net Assets 2019: -$329,7532019Assets 2020: $519,474Liabilities 2020: $865,150Net Assets 2020: -$345,6762020Assets 2021: $503,553Liabilities 2021: $848,408Net Assets 2021: -$344,8552021Assets 2022: $499,732Liabilities 2022: $840,521Net Assets 2022: -$340,7892022Assets 2023: $487,719Liabilities 2023: $815,826Net Assets 2023: -$328,1072023Assets 2024: $496,605Liabilities 2024: $825,724Net Assets 2024: -$329,1192024

Highlighted filing

2024

Assets$496,605
Liabilities$825,724
Net Assets-$329,119

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $125,3222010Expenses 2011: $112,9852011Expenses 2012: $116,4602012Revenue 2013: $88,366Expenses 2013: $115,357Net Income 2013: -$26,9912013Revenue 2014: $90,049Expenses 2014: $123,080Net Income 2014: -$33,0312014Revenue 2015: $90,861Expenses 2015: $117,648Net Income 2015: -$26,7872015Revenue 2016: $92,148Expenses 2016: $111,816Net Income 2016: -$19,6682016Revenue 2017: $93,026Expenses 2017: $115,113Net Income 2017: -$22,0872017Revenue 2018: $91,295Expenses 2018: $114,353Net Income 2018: -$23,0582018Revenue 2019: $94,082Expenses 2019: $112,277Net Income 2019: -$18,1952019Revenue 2020: $92,324Expenses 2020: $108,247Net Income 2020: -$15,9232020Revenue 2021: $109,866Expenses 2021: $109,045Net Income 2021: $8212021Revenue 2022: $124,293Expenses 2022: $120,227Net Income 2022: $4,0662022Revenue 2023: $126,110Expenses 2023: $113,428Net Income 2023: $12,6822023Revenue 2024: $126,834Expenses 2024: $127,846Net Income 2024: -$1,0122024

Highlighted filing

2024

Revenue$126,834
Expenses$127,846
Net Income-$1,012

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.97$8.26$3.29$1.27$1.28$0.01
2023Detailed filing. Detailed filing data is available for this year.$4.88$8.16$3.28$1.26$1.13$0.13
2022Detailed filing. Detailed filing data is available for this year.$5.00$8.41$3.41$1.24$1.20$0.04
2021Detailed filing. Detailed filing data is available for this year.$5.04$8.48$3.45$1.10$1.09$0.01
2020Detailed filing. Detailed filing data is available for this year.$5.19$8.65$3.46$0.92$1.08$0.16
2019Detailed filing. Detailed filing data is available for this year.$5.48$8.78$3.30$0.94$1.12$0.18
2018Detailed filing. Detailed filing data is available for this year.$5.80$8.91$3.12$0.91$1.14$0.23
2017Detailed filing. Detailed filing data is available for this year.$6.08$8.96$2.89$0.93$1.15$0.22
2016Detailed filing. Detailed filing data is available for this year.$6.41$9.08$2.66$0.92$1.12$0.20
2015Detailed filing. Detailed filing data is available for this year.$6.60$9.07$2.47$0.91$1.18$0.27
2014Detailed filing. Detailed filing data is available for this year.$7.21$9.41$2.20$0.90$1.23$0.33
2013Detailed filing. Detailed filing data is available for this year.$7.24$9.11$1.87$0.88$1.15$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.51$9.11$1.60$1.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.66$9.25$1.59$1.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.68$9.20$1.52$1.25
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
$126,834
Mission and Program Overview

Mission

To provide housing for individuals with disabilities.

Provide housing for individuals with disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$313,336$299,912▼ $13,424
Cash and Non-Interest-Bearing Accounts$5,069$17,541▲ $12,472
Accounts Receivable$783$1,275▲ $492
Total Assets$487,719$496,605▲ $8,886
Other Assets Total$168,531$177,877▲ $9,346
Liabilities
Other Liabilities$643,533$658,256▲ $14,723
Mortgage Notes Payable Secured by Investment Property$159,014$120,351▼ $38,663
Accounts Payable and Accrued Expenses$12,353$46,115▲ $33,762
Deferred Revenue$926$1,002▲ $76
Total Liabilities$815,826$825,724▲ $9,898
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-328,107$-329,119▼ $1,012
Total Net Assets Fund Balance$-328,107$-329,119▼ $1,012
Total Liabilities and Net Assets / Fund Balance$487,719$496,605▲ $8,886

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$100,073$455,175$555,248
Land$198,520-$198,520
Equipment$31$30,703$30,734
Other Land Buildings$1,288$25,782$27,070
Other Assets Org$2,541--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Natasha LantzDirector of Compliance & CPT$129,201$129,201
Eric FreemanDirector of Residential ServicPT$100,945$100,945

Board Members and Trustees

NameTitle
Christian BrownPresident
Kevin MccarthyVice President
Elliott DubinDirector
Jocelyn FolsomDirector
Jianming XuDirector of Accounting and
Sean McginnisExecutive Director
Kathy LombardSecretary
John BurgessTreasurer (ended 06/24)
Revenue and Support

Revenue Composition

Contributions and Grants
$75,435
Program Service Revenue
$51,168
Investment Income
$231
Other Revenue
$0
Change in Net Assets
$-1,012

Audited Revenue Reconciliation

Revenue per Audited Statements
$126,834
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$126,834
Total Revenue per Form 990
$126,834
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$127,846
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
Interest$26,277--$26,277
Office Expenses$17,573$121-$17,694
Other Expenses$14,837--$14,837
Depreciation Depletion$14,646--$14,646
Fees for Services Accounting-$8,570-$8,570
Fees for Services Management-$8,481-$8,481
Insurance$4,699--$4,699
Information Technology$311--$311
Fees for Services Legal$25--$25
Total Functional Expenses$110,674$17,172$0$127,846

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$127,846
Total Expenses per Audited Statements$127,846
Total Expenses per Form 990$127,846
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Interest Payable$483,218
Residual Receipts Note Payable$172,845
TENANTS' SECURITY DEPOSITS$2,193
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
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 A, Line 7A

New board members are elected by majority vote of the existing directors.

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

A copy of the form 990 is provided to the organization's executive director for review prior to filing.

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

New board members are required to sign a conflict of interest statement. At annual board meeting members are requested to document any changes to signed forms if necessary.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Hartwood Place Inc
EIN
62-1376289
Phone
7032730939
Address
3702 PENDER DRIVE 410, FAIRFAX, VA 22030

Signing Officer

Name
Sean Mcginnis
Title
Executive Director
Phone
7032730939
Signed
2025-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sean Mcginnis
Formed
1988
Legal Domicile
Va
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Cbiz Advisors LLC
Address
1 RESEARCH COURT SUITE 400, ROCKVILLE, MD 20850
Preparer
Frank H Smith
Phone
3016913600
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The corporation is exempt from income tax on income other than net unrelated business income under section 501(c)(3) of the internal revenue code. For the year ended december 31, 2024 and 2023, no provision for income taxes was made, as the corporation did not have any unrelated business income. The corporation follows the authoritative guidance relating to accounting for uncertainty in income taxes included in fasb accounting standards codification topic 740, income taxes. These provisions provide consistent guidance for the accounting for uncertainty in taxes recognized in an entity's financial statements and prescribe a threshold of "more likely than not" for recognition and derecognition of tax positions taken or expected to be taken in a tax return. The corporation performed an evaluation of uncertainty in income tax positions taken for the year ended december 31, 2024 and 2023, and determined that there were no matters that would require recognition in the financial statements or that may have any effect on its tax-exempt status. As of december 31, 2024, the statute of limitations for certain tax years remained open with the u.s. Federal jurisdiction or the various states and local jurisdictions in which the corporation files tax returns, however, there are currently no audits for any tax periods pending or in progress.

Raw XML AppendixShowing 400 of 526 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/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR OF ACCOUNTING AND
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIR. OF RESIDENTIAL SERVIC
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR OF COMPLIANCE & C
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IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
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IRS990/ReportOtherLiabilitiesInd01
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IRS990/ScheduleBRequiredInd01
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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SECURITY DEPOSITS HELD IN TRUST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1REPLACEMENT RESERVES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2OTHER RESERVES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3RESIDUAL RECEIPTS RESERVE
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RESIDUAL RECEIPTS NOTE PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED INTEREST PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2TENANTS' SECURITY DEPOSITS
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CORPORATION IS EXEMPT FROM INCOME TAX ON INCOME OTHER THAN NET UNRELATED BUSINESS INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. FOR THE YEAR ENDED DECEMBER 31, 2024 AND 2023, NO PROVISION FOR INCOME TAXES WAS MADE, AS THE CORPORATION DID NOT HAVE ANY UNRELATED BUSINESS INCOME. THE CORPORATION FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN FASB ACCOUNTING STANDARDS CODIFICATION TOPIC 740, INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE CORPORATION PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAX POSITIONS TAKEN FOR THE YEAR ENDED DECEMBER 31, 2024 AND 2023, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2024, THE STATUTE OF LIMITATIONS FOR CERTAIN TAX YEARS REMAINED OPEN WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE CORPORATION FILES TAX RETURNS, HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS PENDING OR IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt0177877
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IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0126834
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IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0SEAN MCGINNIS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JIANMING XU
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1DIRECTOR OF ACCOUNTING AND
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IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NEW BOARD MEMBERS ARE ELECTED BY MAJORITY VOTE OF THE EXISTING DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S EXECUTIVE DIRECTOR FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NEW BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT. AT ANNUAL BOARD MEETING MEMBERS ARE REQUESTED TO DOCUMENT ANY CHANGES TO SIGNED FORMS IF NECESSARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20

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