Civic Intelligence

Heartstone Charities

990PF • Fiscal year 2020 • EIN 81-2620499

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
31542 N Finley Point RdPolson, MT 59860

(949) 280-9780

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

16th percentile

-36%

Higher net margin than 16% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

33rd percentile

-0.8%

Faster asset growth than 33% of similar nonprofits.

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

Revenue Growth

Score unavailable

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

Net Assets

Down

$1,636,525

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

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin16th percentile

Revenue

Up

$37,871

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

Expenses

Down

$51,467

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

Net Income

Up

-$13,596

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

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2016: $10,000Liabilities 2016: $25,000Net Assets 2016: -$15,0002016Assets 2017: $8,002Liabilities 2017: $25,000Net Assets 2017: -$16,9982017Assets 2018: $1,743,804Liabilities 2018: $52Net Assets 2018: $1,743,7522018Assets 2019: $1,650,121Liabilities 2019: $0Net Assets 2019: $1,650,1212019Assets 2020: $1,636,525Liabilities 2020: $0Net Assets 2020: $1,636,5252020

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 across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2016: $0Expenses 2016: $15,000Net Income 2016: -$15,0002016Revenue 2017: $0Expenses 2017: $1,998Net Income 2017: -$1,9982017Revenue 2018: $1,822,915Expenses 2018: $62,165Net Income 2018: $1,760,7502018Revenue 2019: -$29,321Expenses 2019: $99,382Net Income 2019: -$128,7032019Revenue 2020: $37,871Expenses 2020: $51,467Net Income 2020: -$13,5962020

Highlighted filing

2020

Revenue$37,871
Expenses$51,467
Net Income-$13,596
Open 2020 Filing
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 Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN D SMITHDirector-$0--
JASON SEASTRANDDirector-$0--
BRITNI L SEASTRANDDirector-$0--
GARY E SAMUELIANDirector-$0--
JEFFREY SAMUELIANDirector-$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
Raw XML Appendix322 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOUNTIFUL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd184010
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt049525
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt049525
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt079850
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt030325
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012904
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01596
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt064692
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt098902
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt030325
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt068577
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt079192
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012904
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01596
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt064692
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt049525
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0147769
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0178094
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ACCOUNTING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0275
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11667
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt035967
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt170
OtherIncomeSchedule2/OtherIncomeDetail/Desc0BRIDGE MULTIFAMILY IV
OtherIncomeSchedule2/OtherIncomeDetail/Desc1MISCELLANEOUS INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt035967
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt170
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt035967
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt170
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN D SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09492809780
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEARTSTONE CHARITIES
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0812620499
ReturnHeader/Filer/PhoneNum09492809780
ReturnHeader/Filer/USAddress/AddressLine1Txt031542 N FINLEY POINT RD
ReturnHeader/Filer/USAddress/CityNm0POLSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059860
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341878512
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ MHM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019 EAST 200 SOUTH STE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084111
ReturnHeader/PreparerPersonGrp/PhoneNum08013649300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CLAIR A ROOD JR
ReturnHeader/ReturnTs02021-11-15T23:52:00-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMITH
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed 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 SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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