Civic Intelligence

Hearthstone Inc

990 • Fiscal year 2020 • EIN 81-0358311

Feb 01, 2019 to Jan 31, 2020 • Filed on Dec 15, 2020

Organization ProfileN/A
400 Oak StreetAnaconda, MT 59711

(406) 563-5232

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

59th percentile

11%

Higher net margin than 59% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

17th percentile

-59%

Faster revenue growth than 17% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $900,751 (-100%) from 2019

Net Assets

Up

$0

Up $787,376 (+100%) from 2019

Liabilities

Down

$0

Down $1,688,127 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin59th percentile

Revenue

Down

$340,002

Down $490,933 (-59%) from 2019

Expenses

Down

$302,019

Down $462,717 (-61%) from 2019

Net Income

Down

$37,983

Down $28,216 (-43%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MAssets 2012: $1,247,286Liabilities 2012: $2,372,607Net Assets 2012: -$1,125,3212012Assets 2013: $1,099,424Liabilities 2013: $2,316,003Net Assets 2013: -$1,216,5792013Assets 2014: $1,003,080Liabilities 2014: $2,173,866Net Assets 2014: -$1,170,7862014Assets 2015: $939,176Liabilities 2015: $2,086,631Net Assets 2015: -$1,147,4552015Assets 2016: $837,537Liabilities 2016: $1,973,159Net Assets 2016: -$1,135,6222016Assets 2017: $799,961Liabilities 2017: $1,846,421Net Assets 2017: -$1,046,4602017Assets 2018: $882,125Liabilities 2018: $1,735,700Net Assets 2018: -$853,5752018Assets 2019: $900,751Liabilities 2019: $1,688,127Net Assets 2019: -$787,3762019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue Growth17th percentile

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

$1.0M$500K$0-$500KExpenses 2012: $865,9672012Revenue 2013: $768,187Expenses 2013: $859,445Net Income 2013: -$91,2582013Revenue 2014: $770,172Expenses 2014: $724,379Net Income 2014: $45,7932014Revenue 2015: $755,871Expenses 2015: $732,540Net Income 2015: $23,3312015Revenue 2016: $749,007Expenses 2016: $737,174Net Income 2016: $11,8332016Revenue 2017: $774,902Expenses 2017: $685,740Net Income 2017: $89,1622017Revenue 2018: $896,194Expenses 2018: $703,309Net Income 2018: $192,8852018Revenue 2019: $830,935Expenses 2019: $764,736Net Income 2019: $66,1992019Revenue 2020: $340,002Expenses 2020: $302,019Net Income 2020: $37,9832020

Highlighted filing

2020

Revenue$340,002
Expenses$302,019
Net Income$37,983
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2019 to Jan 31, 2020
Signed
Dec 15, 2020
Return Version
2019v5.1
Gross Receipts
$340,002
Mission and Program Overview

Mission

Provide senior low income housing

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$571,491$0▼ $571,491
Cash and Non-Interest-Bearing Accounts$161,811$0▼ $161,811
Savings and Temporary Cash Investments$78,231$0▼ $78,231
Prepaid Expenses and Deferred Charges$20,546$0▼ $20,546
Intangible Assets$11,109$0▼ $11,109
Accounts Receivable$7,311$0▼ $7,311
Inventories for Sale or Use$3,852$0▼ $3,852
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-
Total Assets$900,751$0▼ $900,751
Other Assets Total$46,400$0▼ $46,400
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,603,540$0▼ $1,603,540
Accounts Payable and Accrued Expenses$60,971$0▼ $60,971
Other Liabilities$16,038$0▼ $16,038
Deferred Revenue$7,578$0▼ $7,578
Total Liabilities$1,688,127$0▼ $1,688,127
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-787,376$0▲ $787,376
Total Net Assets Fund Balance$-787,376$0▲ $787,376
Total Liabilities and Net Assets / Fund Balance$900,751$0▼ $900,751
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Beverly LearyDirector
Kathy CampbellDirector
Lenore ManningDirector
Linda Jo SmithDirector
Reverend Myrna HavnerDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$159,835
Program Service Revenue
$180,153
Investment Income
$14
Other Revenue
$0
Change in Net Assets
$37,983
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$302,019
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$76,697--$76,697
Fees for Services Other$52,703--$52,703
Fees for Services Management-$27,706-$27,706
Depreciation Depletion$19,990--$19,990
Other Expenses$14,065--$14,065
Fees for Services Accounting$8,460--$8,460
Interest$6,375--$6,375
Insurance$5,760--$5,760
Office Expenses$4,327--$4,327
Advertising$1,835--$1,835
Fees for Services Legal$52--$52
Total Functional Expenses$274,313$27,706$0$302,019
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-
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
Yes
Other officer compensation reviewed
Yes
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

“Management and board members review financial information and the information return and schedules before filing.”

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

“Conflict of interest is reviewed annually in a board meeting”

Form 990, Part VI, Section B, Line 15

“All compensation is approved by the board”

Form 990, Part VI, Section C, Line 18

“Documents are available to the public upon request”

Form 990, Part VI, Section C, Line 19

“Documents are available to the public upon request”

Filing and Contact Details

Filer

Filer Name
Hearthstone Inc
EIN
81-0358311
Phone
4065635232
Address
400 OAK STREET, ANACONDA, MT 59711

Signing Officer

Name
Linda Jo Smith
Title
Director
Phone
4065635232
Signed
2020-12-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Jo Smith
Formed
1976
Legal Domicile
Mt
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Peterson CPA Group Pc
Address
PO BOX 5667, MISSOULA, MT 59806
Preparer
Dan Peterson
Phone
4069261800
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Service coordinator : program service expenses 52,703. Management and general expenses 0. Fundraising expenses 0. Total expenses 52,703.”

FORM 990, PART XI, LINE 9:

“Adjustment from liquidation of all assets 749,393.”

Raw XML AppendixShowing 400 of 418 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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IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd00
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH AND RECEIVABLES
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1PROPERTY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0HEARTHSTONE LLC
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt1HEARTHSTONE LLC
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02019-06-28
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt12019-06-28
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0301023685
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN1301023685
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0223062
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt12122480
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt1501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0BOOK VALUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt1BOOK VALUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt01535 LIBERTY LANE SUITE 116A
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt11535 LIBERTY LANE SUITE 116A
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0MISSOULA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm1MISSOULA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0MT
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd1MT
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd059808
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd159808
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT AND BOARD MEMBERS REVIEW FINANCIAL INFORMATION AND THE INFORMATION RETURN AND SCHEDULES BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICT OF INTEREST IS REVIEWED ANNUALLY IN A BOARD MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL COMPENSATION IS APPROVED BY THE BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SERVICE COORDINATOR : PROGRAM SERVICE EXPENSES 52,703. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 52,703.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ADJUSTMENT FROM LIQUIDATION OF ALL ASSETS 749,393.
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 B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt0900751
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt0900751
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0159835
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt027706
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0274313
IRS990/TotalFunctionalExpensesGrp/TotalAmt0302019
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01688127
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt01688127
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-787376
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0274313
IRS990/TotalProgramServiceRevenueAmt0180153
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt014
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0180153
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0340002
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0900751
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0400 OAK STREET
IRS990/USAddress/CityNm0ANACONDA
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059711
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA JO SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04065635232
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEARTHSTONE INC
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0810358311
ReturnHeader/Filer/PhoneNum04065635232
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 OAK STREET
ReturnHeader/Filer/USAddress/CityNm0ANACONDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059711
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId097230FF7D2AB2C819EE6F2C0FA5EFA2C054BB5FA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId097230FF7D2AB2C819EE6F2C0FA5EFA2C054BB5FA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$340,002
Expenses
$302,019
Net income
$37,983
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.34$0.30$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.90$1.69$0.79$0.83$0.76$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.88$1.74$0.85$0.90$0.70$0.19
2017Detailed filing. Detailed filing data is available for this year.$0.80$1.85$1.05$0.77$0.69$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.84$1.97$1.14$0.75$0.74$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.94$2.09$1.15$0.76$0.73$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.00$2.17$1.17$0.77$0.72$0.05
2013Summary only. Only limited summary data is available for this year.$1.10$2.32$1.22$0.77$0.86$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$2.37$1.13$0.87