Civic Intelligence

Open Hearts Place

990 • Fiscal year 2023 • EIN 84-4729940

Jul 01, 2022 to Jun 30, 2023 • Filed on May 02, 2024

Organization ProfileWWW.OPENHEARTSPLACE.ORG
201 Shady Rest RdMorganton, NC 28655

(828) 433-7437

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.01x

Higher debt load relative to assets than 22% of similar nonprofits.

2023 filings • NTEE L • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.03x

Higher debt load relative to revenue than 21% of similar nonprofits.

2023 filings • NTEE L • $500k-$1M nonprofits • Source year 2023

Net Margin

98th percentile

90%

Higher net margin than 98% of similar nonprofits.

2023 filings • NTEE L • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • NTEE L • $500k-$1M nonprofits • Source year 2023

Asset Growth

92nd percentile

46%

Faster asset growth than 92% of similar nonprofits.

2023 filings • NTEE L • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

13th percentile

-22%

Faster revenue growth than 13% of similar nonprofits.

2023 filings • NTEE L • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$788,640

Up $247,526 (+46%) from 2022

Net Assets

Up

$779,568

Up $242,135 (+45%) from 2022

Liabilities

Up

$9,072

Up $5,391 (+146%) from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin98th percentile

Revenue

Down

$267,944

Down $74,848 (-22%) from 2022

Expenses

Up

$25,809

Up $11,092 (+75%) from 2022

Net Income

Down

$242,135

Down $85,940 (-26%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$1.5M$1.0M$500K$0Assets 2021: $242,900Liabilities 2021: $33,542Net Assets 2021: $209,3582021Assets 2022: $541,114Liabilities 2022: $3,681Net Assets 2022: $537,4332022Assets 2023: $788,640Liabilities 2023: $9,072Net Assets 2023: $779,5682023Assets 2024: $1,349,885Liabilities 2024: $769,522Net Assets 2024: $580,3632024Assets 2025: $1,447,779Liabilities 2025: $827,982Net Assets 2025: $619,7972025

Highlighted filing

2023

Assets$788,640
Liabilities$9,072
Net Assets$779,568
Open 2023 Filing

Operations Trend

Revenue Growth13th percentile

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

$400K$300K$200K$100K$0Revenue 2021: $307,577Expenses 2021: $2,036Net Income 2021: $305,5412021Revenue 2022: $342,792Expenses 2022: $14,717Net Income 2022: $328,0752022Revenue 2023: $267,944Expenses 2023: $25,809Net Income 2023: $242,1352023Revenue 2024: $191,054Expenses 2024: $69,884Net Income 2024: $121,1702024Revenue 2025: $189,863Expenses 2025: $149,930Net Income 2025: $39,9332025

Highlighted filing

2023

Revenue$267,944
Expenses$25,809
Net Income$242,135
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 2, 2024
Return Version
2022v5.0
Gross Receipts
$267,944
Mission and Program Overview

Mission

To provide homes and purposeful opportunities for families to increase skills, gain stability, and become more self-sufficient.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$43,547$83,082▲ $39,535
Accounts Receivable-$520-
Total Assets$541,114$788,640▲ $247,526
Other Assets Total$497,567$705,038▲ $207,471
Liabilities
Other Liabilities$3,681$7,827▲ $4,146
Accounts Payable and Accrued Expenses-$1,245-
Total Liabilities$3,681$9,072▲ $5,391
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$504,241$759,879▲ $255,638
Net Assets With Donor Restrictions$33,192$19,689▼ $13,503
Total Net Assets Fund Balance$537,433$779,568▲ $242,135
Total Liabilities and Net Assets / Fund Balance$541,114$788,640▲ $247,526

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$6,983--
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Susan PribysonVice Chair
Caroline TilleryBoard Member
Cassandra EarleyBoard Member
Cory LawrenceBoard Member
Jacob LancasterBoard Member
Kevin McleanBoard Member
Mary WrightBoard Member
Paula McleanBoard Member
Tom RussBoard Member
Vanessa LawrenceBoard Member
Madelyn RussExecutive Di
Ann MoncriefSecretary
Ryan CaryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$249,155
Program Service Revenue
$18,767
Investment Income
$22
Other Revenue
$0
All Other Contributions
$249,155
Change in Net Assets
$242,135
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$25,809
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
Fees for Services Other$9,100--$9,100
Fees for Services Accounting-$3,730-$3,730
Other Expenses$2,728$83-$2,728
Office Expenses$327$858-$1,185
Insurance$-219$800-$581
Fees for Services Legal$558--$558
Total Functional Expenses$20,338$5,471$0$25,809
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
Participant Savings$7,827
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Form 990 is distributed to all members of the board of directors for review prior to filing.”

Form 990, Page 6, Part VI, Line 19

“All governing documents, financial information, and form 990 are available to the public upon request”

Filing and Contact Details

Filer

Filer Name
Open Hearts Place
EIN
84-4729940
Phone
8284337437
Address
201 SHADY REST RD, MORGANTON, NC 28655

Signing Officer

Name
Madelyn Russ
Title
Executive Dir/chair
Phone
8284337437
Signed
2024-05-02

Organization Details

Principal Officer
Madelyn Russ
Formed
2020
Legal Domicile
Nc
Voting Board Members
13
Independent Board Members
13
Employees
0

Preparer

Firm
Boggs Crump & Brown Pa
Address
205 E UNION ST, MORGANTON, NC 28655
Preparer
Daniel a Boggs
Phone
8284371361
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“CASE MANAGER 9,100 0 0”

Raw XML Appendix374 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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ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$788,640
Liabilities
$9,072
Net assets
$779,568
Revenue
$267,944
Expenses
$25,809
Net income
$242,135
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.83$0.62$0.19$0.15$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.35$0.77$0.58$0.19$0.07$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.79$0.01$0.78$0.27$0.03$0.24
2022Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.34$0.01$0.33
2021Detailed filing. Detailed filing data is available for this year.$0.24$0.03$0.21$0.31$0.00$0.31