Civic Intelligence

Home & Heart

990EZ • Fiscal year 2024 • EIN 84-3787570

Jan 01, 2024 to Dec 31, 2024 • Filed on Mar 21, 2025

171 E 18th StreetChico, CA 95928

(267) 455-6375

Siviq Scores

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

Liabilities / Assets

77th percentile

0.07x

Higher debt load relative to assets than 77% of similar nonprofits.

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

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

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

Net Margin

37th percentile

-2.3%

Higher net margin than 37% of similar nonprofits.

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

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

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

Asset Growth

32nd percentile

-10%

Faster asset growth than 32% of similar nonprofits.

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

Revenue Growth

60th percentile

11%

Faster revenue growth than 60% of similar nonprofits.

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

Assets

Down

$28,270

Down $3,283 (-10%) from 2023

Net Assets

Down

$26,270

Down $3,769 (-13%) from 2023

Liabilities

Up

$2,000

Up $486 (+32%) from 2023

Revenue

Up

$166,955

Up $16,214 (+11%) from 2023

Expenses

Down

$170,724

Down $7,366 (-4.1%) from 2023

Net Income

Up

-$3,769

Up $23,580 (+86%) from 2023

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2021: $31,447Liabilities 2021: $3,364Net Assets 2021: $28,0832021Assets 2022: $60,673Liabilities 2022: $3,286Net Assets 2022: $57,3872022Assets 2023: $31,553Liabilities 2023: $1,514Net Assets 2023: $30,0392023Assets 2024: $28,270Liabilities 2024: $2,000Net Assets 2024: $26,2702024Assets 2025: $20,782Liabilities 2025: $1,866Net Assets 2025: $18,9162025

Highlighted filing

2024

Assets$28,270
Liabilities$2,000
Net Assets$26,270

Operations Trend

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

$200K$100K$0-$100KRevenue 2021: $64,666Expenses 2021: $68,853Net Income 2021: -$4,1872021Revenue 2022: $129,928Expenses 2022: $100,624Net Income 2022: $29,3042022Revenue 2023: $150,741Expenses 2023: $178,090Net Income 2023: -$27,3492023Revenue 2024: $166,955Expenses 2024: $170,724Net Income 2024: -$3,7692024Revenue 2025: $99,283Expenses 2025: $106,637Net Income 2025: -$7,3542025

Highlighted filing

2024

Revenue$166,955
Expenses$170,724
Net Income-$3,769
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 21, 2025
Return Version
2024v5.0
Gross Receipts
$166,955
Mission and Program Overview

Mission

Expand affordable housing

Program Services

DescriptionGrantsExpenses
EXPAND AFFORDABLE HOUSING OPTIONS, ASSIST OLDER ADULT TO AGE SAFELY IN PLACE, AND TO DECREASE SOCIAL ISOLATION IN BUTTE COUNTY BY FACILITATING RELATIONSHIPS THROUGH HOME SHARING.-$161,388
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUE STEINERChairman-$0--
CINDY ROBINSONTreasurer-$0--
MOLLY CALHOUNSecretary-$0--
KATHRYN PALMERMember At Large-$0--
TONI RUSSOMember At Large-$0--
SHANNON SIMMONSMember At Large-$0--
Filing and Contact Details

Filer

Filer Name
Home & Heart
EIN
84-3787570
Address
171 E 18TH STREET, CHICO, CA 95928

Signing Officer

Name
Cathryn Carkhuff
Title
Executive Director
Signed
2025-03-21
Discuss with paid preparer
Yes

Preparer

Firm
Smith and Scheid LLP
Address
2732 Cohasset Rd Ste B, Chico, CA 95973
Preparer
Barrie Scheid
Phone
5303273002
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $2714

Other Expenses.1002

Office Expenses $2914

Other Expenses.1005

Travel $4011

Other Expenses.1007

Conferences, Conventions, and Meetings $1700

Other Expenses.1012

Insurance $6248

Other Expenses.1

CONTRACT SERVICES $7099

Other Expenses.2

CLIENT SERVICES $4656

Other Expenses.3

INTERNS $2149

Other Expenses.4

BACKGROUND CHECKS $1990

Other Expenses.5

Payroll processing fees $1216

Other Expenses.6

TELEPHONE $389

Other Expenses.7

MEALS $166

Other Expenses.9

Bank and credit card fees $8

Other Assets.2

DIRECT DEPOSITS PAYABLE - Beginning $3971 DIRECT DEPOSITS PAYABLE - Ending $0

Other Assets.3

ROUNDING - Beginning $1 ROUNDING - Ending $0

Total Liabilities.1

- Beginning $0 - Ending $0

Total Liabilities.2

PAYROLL TAXES PAYABLE - Beginning $1514 PAYROLL TAXES PAYABLE - Ending $0

Raw XML Appendix180 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0CATHRYN CARKHUFF
IRS990EZ/BooksInCareOfDetail/PhoneNum02674556375
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHICO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095928
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027581
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUE STEINER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CINDY ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MOLLY CALHOUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHRYN PALMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TONI RUSSO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SHANNON SIMMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBER AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER AT LARGE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03972
IRS990EZ/OtherExpensesTotalAmt035260
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EXPAND AFFORDABLE HOUSING
IRS990EZ/PrintingPublicationsPostageAmt039
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EXPAND AFFORDABLE HOUSING OPTIONS, ASSIST OLDER ADULT TO AGE SAFELY IN PLACE, AND TO DECREASE SOCIAL ISOLATION IN BUTTE COUNTY BY FACILITATING RELATIONSHIPS THROUGH HOME SHARING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0161388
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0129141
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01514
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt0166955
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0166941
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0150723
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0129928
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt064657
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt050000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0562249
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt014
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt018
IRS990ScheduleA/OtherIncome170Grp/TotalAmt032
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt0562249
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0166941
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0150723
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0129928
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt064657
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt050000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0562249
IRS990ScheduleA/TotalSupportAmt0562281
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $2714
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $2914
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $4011
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, Conventions, and Meetings $1700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $6248
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONTRACT SERVICES $7099
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CLIENT SERVICES $4656
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INTERNS $2149
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BACKGROUND CHECKS $1990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PAYROLL PROCESSING FEES $1216
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TELEPHONE $389
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MEALS $166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12BANK AND CREDIT CARD FEES $8
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13DIRECT DEPOSITS PAYABLE - Beginning $3971 DIRECT DEPOSITS PAYABLE - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14ROUNDING - Beginning $1 ROUNDING - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15- Beginning $0 - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16PAYROLL TAXES PAYABLE - Beginning $1514 PAYROLL TAXES PAYABLE - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Assets.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Assets.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.2
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHRYN CARKHUFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOME & HEART
ReturnHeader/Filer/BusinessNameControlTxt0HOME
ReturnHeader/Filer/EIN0843787570
ReturnHeader/Filer/USAddress/AddressLine1Txt0171 E 18TH STREET
ReturnHeader/Filer/USAddress/CityNm0CHICO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095928
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352587589
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Smith and Scheid LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02732 Cohasset Rd Ste B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chico
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095973
ReturnHeader/PreparerPersonGrp/PhoneNum05303273002
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRIE SCHEID
ReturnHeader/ReturnTs02025-03-21T12:54:09-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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Filings