Civic Intelligence

Hearthstone Group

EIN 91-1707711 • 501(c)3 • Oro Valley, AZ

Profile

Fostering of low-income housing, particularly housing and related social services for elderly and handicapped persons.

PO Box 68087Oro Valley, AZ 85737

www.hearthstonegroup.org

Siviq Scores

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

Liabilities / Assets

48th percentile

0.01x

Higher debt load relative to assets than 48% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

55th percentile

0.03x

Higher debt load relative to revenue than 55% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

86th percentile

$24,000

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 40.1% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

26th percentile

-5.6%

Faster asset growth than 26% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

88%

Faster revenue growth than 91% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$537,741

Down $32,195 (-5.6%) from 2023

Liabilities

Up

$6,885

Up $1,839 (+36%) from 2023

Net Assets

Down

$530,856

Down $34,034 (-6.0%) from 2023

Revenue

Up

$255,567

Up $119,944 (+88%) from 2023

Expenses

Down

$197,222

Down $5,609 (-2.8%) from 2023

Net Income

Up

$58,345

Up $125,553 (+187%) from 2023

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $2,373,832Liabilities 2010: $1,791,458Net Assets 2010: $582,3742010Assets 2011: $2,470,872Liabilities 2011: $1,781,688Net Assets 2011: $689,1842011Assets 2012: $3,749,465Liabilities 2012: $2,478,512Net Assets 2012: $1,270,9532012Assets 2013: $656,011Liabilities 2013: $681,486Net Assets 2013: -$25,4752013Assets 2014: $623,888Liabilities 2014: $663,686Net Assets 2014: -$39,7982014Assets 2015: $244,759Liabilities 2015: $114,667Net Assets 2015: $130,0922015Assets 2016: $246,259Liabilities 2016: $116,401Net Assets 2016: $129,8582016Assets 2017: $264,747Liabilities 2017: $116,358Net Assets 2017: $148,3892017Assets 2018: $654,850Liabilities 2018: $1,691Net Assets 2018: $653,1592018Assets 2019: $421,852Liabilities 2019: $1,691Net Assets 2019: $420,1612019Assets 2020: $307,153Liabilities 2020: $2,424Net Assets 2020: $304,7292020Assets 2021: $233,498Liabilities 2021: $2,256Net Assets 2021: $231,2422021Assets 2022: $634,443Liabilities 2022: $2,345Net Assets 2022: $632,0982022Assets 2023: $569,936Liabilities 2023: $5,046Net Assets 2023: $564,8902023Assets 2024: $537,741Liabilities 2024: $6,885Net Assets 2024: $530,8562024

Highlighted filing

2024

Assets$537,741
Liabilities$6,885
Net Assets$530,856

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2010: $201,666Expenses 2010: $36,704Net Income 2010: $164,9622010Expenses 2011: $12,7762011Expenses 2012: $457,1802012Revenue 2013: $214,219Expenses 2013: $1,510,647Net Income 2013: -$1,296,4282013Revenue 2014: $23,589Expenses 2014: $37,912Net Income 2014: -$14,3232014Revenue 2015: $211,101Expenses 2015: $41,211Net Income 2015: $169,8902015Revenue 2016: $29,767Expenses 2016: $30,001Net Income 2016: -$2342016Revenue 2017: $47,257Expenses 2017: $28,726Net Income 2017: $18,5312017Revenue 2018: $658,202Expenses 2018: $153,432Net Income 2018: $504,7702018Revenue 2019: $42,662Expenses 2019: $275,660Net Income 2019: -$232,9982019Revenue 2020: $33,288Expenses 2020: $148,720Net Income 2020: -$115,4322020Revenue 2021: $59,907Expenses 2021: $163,394Net Income 2021: -$103,4872021Revenue 2022: $1,098,789Expenses 2022: $697,933Net Income 2022: $400,8562022Revenue 2023: $135,623Expenses 2023: $202,831Net Income 2023: -$67,2082023Revenue 2024: $255,567Expenses 2024: $197,222Net Income 2024: $58,3452024

Highlighted filing

2024

Revenue$255,567
Expenses$197,222
Net Income$58,345

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.54$0.01$0.53$0.26$0.20$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.57$0.01$0.56$0.14$0.20$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$1.10$0.70$0.40
2021Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.06$0.16$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.30$0.03$0.15$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.04$0.28$0.23
2018Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.66$0.15$0.50
2017Detailed filing. Detailed filing data is available for this year.$0.26$0.12$0.15$0.05$0.03$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.25$0.12$0.13$0.03$0.03$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.24$0.11$0.13$0.21$0.04$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.62$0.66$0.04$0.02$0.04$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.66$0.68$0.03$0.21$1.51$1.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.75$2.48$1.27$0.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.47$1.78$0.69$0.01
2010Summary only. Only limited summary data is available for this year.$2.37$1.79$0.58$0.20$0.04$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$255,567
Mission and Program Overview

Mission

The organization fosters development of low-income housing for households at or below 60 percent of median income thruough acting as developer and general partner of limited partnerships and limited liability companies under irc section 42.the organization also makes charitable donations to various christian organizations.

Fostering of low-income housing and social services for elderly and handicapped persons.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$492,939-
Savings and Temporary Cash Investments$566,935$42,468▼ $524,467
Land, Buildings, and Equipment, Net$3,001$2,334▼ $667
Total Assets$569,936$537,741▼ $32,195
Liabilities
Other Liabilities$5,046$6,885▲ $1,839
Total Liabilities$5,046$6,885▲ $1,839
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$564,890$530,856▼ $34,034
Total Net Assets Fund Balance$564,890$530,856▼ $34,034
Total Liabilities and Net Assets / Fund Balance$569,936$537,741▼ $32,195

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,334$8,295$10,629
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Eric PetersonExective DirectorPT$70,217$70,217
Mike WornathExective DirectorPT$19,505$19,505

Board Members and Trustees

NameTitle
Pastor MikePresident
Rick AndersonVice President
Merrilee ValentineBoard Member
Tim GermanBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$252,432
Investment Income
$2,769
Other Revenue
$366
Change in Net Assets
$58,345
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$122,694
Other Expenses$54,528
Grants and Similar Amounts Paid$20,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$89,722--$89,722
Payroll Taxes$32,972--$32,972
Grants to Domestic Orgs$20,000--$20,000
Fees for Services Legal$15,145--$15,145
Fees for Services Accounting$9,410--$9,410
Travel$6,671--$6,671
Insurance$1,715--$1,715
Office Expenses$1,211--$1,211
Other Expenses$875--$875
All Other Expenses$765--$765
Depreciation Depletion$667--$667
Fees for Service Investment Mgmnt Fees$219--$219
Fees for Services Management$219--$219
Total Functional Expenses$197,222$0$0$197,222
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Embrace LiberiaPoulsbo, WA501(c)(3)Mission Housing$20,000
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
Due on credit cards$4,096
Payroll taxes payable$1,691
Investment in partnerships$1,098
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
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, Part VI, Section A, line 8B

Organization is not large enough to have committees with authority to act on behalf of the governing body.

Form 990, Part VI, Section B, line 11B

The return is approved by the board and reviewed by the executive director.

Form 990, Part VI, Section C, line 19

The Organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.

Part VI, Section B, Line 16 (A) & (B) and Part IV, Line 34.

The Organization fosters development of low-income housing for households at or below percentage of median income through acting as developer and general partner of limited partnerships and limited liability companies under IRC Section 42. Although the Organization does not have a written policy for evaluation in its particiapation in joint venture arrangements, the executive director reviews the applicable federal tax laws and takes steps to safegaurd the Organizations exempt status. To date, all of the business relationships conform to the above mentioned structure., whereby, the Organization fosters the development and operatin of the low-income projects through acting as a fractional interest general of limited partner in either limited partnerships or limited liability companies under IRS Section 42.

Filing and Contact Details

Filer

Filer Name
Hearthstone Group
EIN
91-1707711
Phone
4062146013
Address
PO Box 68087, Oro Valley, AZ 85737

Signing Officer

Name
Eric Peterson
Title
Exective Director
Phone
4062146013
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Peterson
Formed
1996
Legal Domicile
Mt
Voting Board Members
4
Independent Board Members
4
Employees
2
Volunteers
4

Preparer

Firm
Squires Maddux & Company Pllc
Address
100 SECOND AVE S SUITE 270, EDMONDS, WA 98020
Preparer
Gary A Squires
Phone
4257120515
Raw XML AppendixShowing 400 of 650 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Fostering of low-income housing and social services for elderly and handicapped persons.
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0765
IRS990/AllOtherExpensesGrp/TotalAmt0765
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0The Organization
IRS990/BooksInCareOfDetail/PhoneNum04062146013
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 68087
IRS990/BooksInCareOfDetail/USAddress/CityNm0Oro Valley
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd085737
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt089722
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt089722
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt020000
IRS990/CYInvestmentIncomeAmt02769
IRS990/CYOtherExpensesAmt054528
IRS990/CYOtherRevenueAmt0366
IRS990/CYProgramServiceRevenueAmt0252432
IRS990/CYRevenuesLessExpensesAmt058345
IRS990/CYSalariesCompEmpBnftPaidAmt0122694
IRS990/CYTotalExpensesAmt0197222
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0255567
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0667
IRS990/DepreciationDepletionGrp/TotalAmt0667
IRS990/Desc0Fostering of low-income housing, particularly housing and related social services for elderly and handicapped persons, including directly and indirectly developing, providing, operating, financing or carrying out such activities.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0197222
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt09410
IRS990/FeesForServicesAccountingGrp/TotalAmt09410
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt015145
IRS990/FeesForServicesLegalGrp/TotalAmt015145
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt0219
IRS990/FeesForServicesManagementGrp/TotalAmt0219
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt0219
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0219
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt320.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0Mike Wornath
IRS990/Form990PartVIISectionAGrp/PersonNm1Pastor Mike
IRS990/Form990PartVIISectionAGrp/PersonNm2Rick Anderson
IRS990/Form990PartVIISectionAGrp/PersonNm3Eric Peterson
IRS990/Form990PartVIISectionAGrp/PersonNm4Merrilee Valentine
IRS990/Form990PartVIISectionAGrp/PersonNm5Tim German
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt019505
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt370217
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0Exective Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Exective Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt020000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt020000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt020000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0255567
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt01715
IRS990/InsuranceGrp/TotalAmt01715
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt02769
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02769
IRS990/InvestmentInJointVentureInd01
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0492939
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08295
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03001
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02334
IRS990/LandBldgEquipCostOrOtherBssAmt010629
IRS990/LegalDomicileStateCd0MT
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Fostering of low-income housing, particularly housing and related social services for elderly and handicapped persons.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0564890
IRS990/NetAssetsOrFundBalancesEOYAmt0530856
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-92379
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0564890
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0530856
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt01211
IRS990/OfficeExpensesGrp/TotalAmt01211
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Project outreach
IRS990/OtherExpensesGrp/Desc1Telephone
IRS990/OtherExpensesGrp/Desc2Share of losses from pa
IRS990/OtherExpensesGrp/Desc3Dues & subscriptions
IRS990/OtherExpensesGrp/ProgramServicesAmt015695
IRS990/OtherExpensesGrp/ProgramServicesAmt11033
IRS990/OtherExpensesGrp/ProgramServicesAmt2903
IRS990/OtherExpensesGrp/ProgramServicesAmt3875
IRS990/OtherExpensesGrp/TotalAmt015695
IRS990/OtherExpensesGrp/TotalAmt11033
IRS990/OtherExpensesGrp/TotalAmt2903
IRS990/OtherExpensesGrp/TotalAmt3875
IRS990/OtherLiabilitiesGrp/BOYAmt05046
IRS990/OtherLiabilitiesGrp/EOYAmt06885
IRS990/OtherRevenueMiscGrp/BusinessCd0531390
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0366
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0366
IRS990/OtherRevenueTotalAmt0366
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt032972
IRS990/PayrollTaxesGrp/TotalAmt032972
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Eric Peterson
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531390
IRS990/ProgramServiceRevenueGrp/Desc0Management fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0252432
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0252432
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0151000
IRS990/PYInvestmentIncomeAmt02741
IRS990/PYOtherExpensesAmt016185
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0132882
IRS990/PYRevenuesLessExpensesAmt0-67208
IRS990/PYSalariesCompEmpBnftPaidAmt035646
IRS990/PYTotalExpensesAmt0202831
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0135623
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt058345
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0255567
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0566935
IRS990/SavingsAndTempCashInvstGrp/EOYAmt042468
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt031
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt031
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01098758
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt059680
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt033288
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01191726
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt031
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt031
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt01191726
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01098758
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt059680
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt033288
IRS990ScheduleA/Total509Grp/TotalAmt01191726
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01098789
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt059680
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt033288
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01191757
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02334
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt08295
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt010629
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01691
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14096
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21098
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Payroll taxes payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Due on credit cards
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Investment in partnerships
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02334
IRS990ScheduleD/TotalLiabilityAmt06885
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt020000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Mission Housing
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Embrace Liberia
IRS990ScheduleI/RecipientTable/RecipientEIN0472098518
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 2548
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Poulsbo
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd098370
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Approved by board and officers.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Organization is not large enough to have committees with authority to act on behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The return is approved by the board and reviewed by the executive director.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Organization fosters development of low-income housing for households at or below percentage of median income through acting as developer and general partner of limited partnerships and limited liability companies under IRC Section 42. Although the Organization does not have a written policy for evaluation in its particiapation in joint venture arrangements, the executive director reviews the applicable federal tax laws and takes steps to safegaurd the Organizations exempt status. To date, all of the business relationships conform to the above mentioned structure., whereby, the Organization fosters the development and operatin of the low-income projects through acting as a fractional interest general of limited partner in either limited partnerships or limited liability companies under IRS Section 42.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part VI, Section B, Line 16 (a) & (b) and Part IV, Line 34.
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd70
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0880744389
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1531549994
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN2521177193
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN3880779896
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN4922739579
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN5861796935
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN6853883297
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN7883008300
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt2C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt3C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt4C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt5C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt6C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt7C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1MT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd2MT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd3MT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd4MT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd5MT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd6MT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd7MT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct01.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct11.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct21.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct31.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct41.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct51.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct61.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct71.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Low income housing and tax credit.
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1Low income housing and tax credit.
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2Low income housing and tax credit.
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt3Low income housing and tax credit.
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt4Low income housing and tax credit.
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt5Low income housing and tax credit.
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt6Low income housing and tax credit.
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt7Low income housing and tax credit.
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0Hearthstone Baxter LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1Hearthstone Bridger Peaks LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2Hearthstone Central Court LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3Hearthstone Comstock LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4Hearthstone Creekside LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5Hearthstone Montana 4 LLX
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6Hearthstone Skyview LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7Hearthstone Union Place LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt07645 Kingpost Loop
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt17645 Kingpost Loop
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt27645 Kingpost Loop
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt37645 Kingpost Loop
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt47645 Kingpost Loop
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt57645 Kingpost Loop
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt67645 Kingpost Loop
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt77645 Kingpost Loop
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Helena
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1Helena
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm2Helena
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm3Helena
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm4Helena
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm5Helena
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm6Helena
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm7Helena
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1MT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd2MT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd3MT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd4MT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd5MT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd6MT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd7MT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd059602
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd159602
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd259602
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd359602
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd459602
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd559602
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd659602
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd759602
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd4N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd5N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd6N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd7N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd8N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd9N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd10N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd11N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd12N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd13N/A

Document Assets

No mirrored PDF or thumbnail assets are attached yet.