Heartstone Charities

EIN 81-2620499 • Polson, MT

31542 N Finley Point RdPolson, MT 59860

Siviq Scores

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

0.00x

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

$1M-$5M nonprofits • Source year 2020

0.00x

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

$1M-$5M nonprofits • Source year 2020

-36%

Higher net margin than 13% of similar nonprofits.

$1M-$5M nonprofits • Source year 2020

Higher top officer pay than 67% of similar nonprofits.

$1M-$5M nonprofits • Source year 2017

-0.8%

Faster asset growth than 36% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2019 to 2020

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets30th percentile

Assets

Down

$1,636,525

Down $13,596 (-0.8%) from 2019

Liabilities

Flat

Flat from 2019

Net Assets

Down

$1,636,525

Down $13,596 (-0.8%) from 2019

Operations

Liabilities / Revenue30th percentile Net Margin13th percentile

Revenue

$37,871

Up $67,192 (+229%) from 2019

Expenses

Down

$51,467

Down $47,915 (-48%) from 2019

Net Income

-$13,596

Up $115,107 (+89%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

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

Highlighted filing

2020

Assets$1,636,525

Liabilities$0

Net Assets$1,636,525

Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2020

Revenue$37,871

Expenses$51,467

Net Income-$13,596

Open 2020 Filing

Filings

Most recent year

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

Open filing

Assets: $1,636,525
Liabilities: $0
Net assets: $1,636,525
Revenue: $37,871
Expenses: $51,467
Net income: -$13,596

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2020Detailed filing. Detailed filing data is available for this year.	$1.64	$0.00	$1.64	$0.04	$0.05	$0.01
2019Detailed filing. Detailed filing data is available for this year.	$1.65	$0.00	$1.65	$0.03	$0.10	$0.13
2018Detailed filing. Detailed filing data is available for this year.	$1.74	$0.00	$1.74	$1.82	$0.06	$1.76
2017Detailed filing. Detailed filing data is available for this year.	$0.01	$0.03	$0.02	$0.00	$0.00	$0.00
2016Detailed filing. Detailed filing data is available for this year.	$0.01	$0.03	$0.02	$0.00	$0.02	$0.02

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2020 to Dec 31, 2020
Signed: Nov 15, 2021
Return Version: 2020v4.1

Compensation and Service Providers

Top Officer Pay67th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
SUSAN D SMITH	Director	-	$0	-	-
JASON SEASTRAND	Director	-	$0	-	-
BRITNI L SEASTRAND	Director	-	$0	-	-
GARY E SAMUELIAN	Director	-	$0	-	-
JEFFREY SAMUELIAN	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Heartstone Charities
EIN: 81-2620499
Phone: 9492809780
Address: 31542 N FINLEY POINT RD, POLSON, MT 59860

Signing Officer

Name: Susan D Smith
Title: Director
Phone: 9492809780
Signed: 2021-11-15
Discuss with paid preparer: Yes

Preparer

Firm: Cbiz Mhm LLC
Address: 19 EAST 200 SOUTH STE 1000, SALT LAKE CITY, UT 84111
Preparer: Clair a Rood Jr
Phone: 8013649300

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	12025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	37500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	PROMOTE EDUCATION FOR UNDERPRIVILEGED CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	AMERICAN INTERNATIONAL CULTURAL EXCHANGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	EDUCATION FOR GENERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	7242 LA JOLLA BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	866 DEVON LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	LA JOLLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	BOUNTIFUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	92037
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	84010
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	49525
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	49525
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	79850
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	30325
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	12904
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	1596
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	64692
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	98902
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	30325
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	68577
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	79192
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	12904
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	1596
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	64692
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	49525
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	147769
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	178094
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	ACCOUNTING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	275
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	1667
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	35967
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	1	70
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	BRIDGE MULTIFAMILY IV
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	MISCELLANEOUS INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	35967
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	1	70
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	35967
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	70
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	SUSAN D SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9492809780
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	HEARTSTONE CHARITIES
ReturnHeader/Filer/BusinessNameControlTxt	0	HEAR
ReturnHeader/Filer/EIN	0	812620499
ReturnHeader/Filer/PhoneNum	0	9492809780
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	31542 N FINLEY POINT RD
ReturnHeader/Filer/USAddress/CityNm	0	POLSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MT
ReturnHeader/Filer/USAddress/ZIPCd	0	59860
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	341878512
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	CBIZ MHM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	19 EAST 200 SOUTH STE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	84111
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8013649300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	CLAIR A ROOD JR
ReturnHeader/ReturnTs	0	2021-11-15T23:52:00-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	SUSAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	SMITH
ReturnHeader/TaxPeriodBeginDt	0	2020-01-01
ReturnHeader/TaxPeriodEndDt	0	2020-12-31
ReturnHeader/TaxYr	0	2020

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