HEARTH INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HEARTH INC (EIN 04-3206820)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349306355
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T10:24:24-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFCPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043206820 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEARTH INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAR | BusinessNameControlTxt |
| Phone | 6173691550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1640 WASHINGTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK D HINDERLIE | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 6173691550 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID KELLEHER CPA | PreparerPersonNm |
| PTIN | P01059560 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2020-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 40.70.31.102 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 08:57:54 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2DDD31951ED2AB8CB25029F66ABAED5153B45454 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 87AE54C884FF003181B05E7BF84F4C93A3EEF9A3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK D HINDERLIE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1640 WASHINGTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,638,949 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 3461 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HEARTH-HOME.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | HEARTH IS DEDICATED TO THE ELIMINATION OF HOMELESSNESS AMONG THE ELDERLY. THIS MISSION IS ACCOMPLISHED THROUGH A UNIQUE BLEND OF PREVENTION, PLACEMENT, AND HOUSING PROGRAMS ALL DESIGNED TO HELP ELDERS FIND AND SUCCEED IN HOMES OF THEIR OWN. TO THIS END, ALL HOUSING OPERATED BY HEARTH PROVIDES A CREATIVE ARRAY OF SUPPORTIVE SERVICES THAT ASSIST RESIDENTS TO AGE WITH DIGNITY, REGARDLESS OF THEIR SPECIAL MEDICAL, MENTAL HEALTH, OR SOCIAL NEEDS. HEARTH BELIEVES THESE GOALS ARE BEST ACCOMPLISHED THROUGH RESPECT FOR ELDERS AND STAFF, WITH THE DESIRE TO SEE BOTH ACHIEVE THEIR HIGHEST DEGREE OF POTENTIAL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 121 | TotalEmployeeCnt |
| Total Volunteers | 277 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,938,913 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,512,320 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,952,293 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,962,868 | CYProgramServiceRevenueAmt |
| PY Investment Income | $148,255 | PYInvestmentIncomeAmt |
| CY Investment Income | $111,772 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$23,195 | PYOtherRevenueAmt |
| CY Other Revenue | $11,839 | CYOtherRevenueAmt |
| PY Total Revenue | $5,016,266 | PYTotalRevenueAmt |
| CY Total Revenue | $4,598,799 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,086,565 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,079,932 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $286,137 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $957,542 | PYOtherExpensesAmt |
| CY Other Expenses | $1,119,202 | CYOtherExpensesAmt |
| PY Total Expenses | $4,044,107 | PYTotalExpensesAmt |
| CY Total Expenses | $4,199,134 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $972,159 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $399,665 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,537,412 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,761,319 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,451,819 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,527,547 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,085,593 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,233,772 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HEARTH IS DEDICATED TO THE ELIMINATION OF HOMELESSNESS AMONG THE ELDERLY. THIS MISSION IS ACCOMPLISHED THROUGH A UNIQUE BLEND OF PREVENTION, PLACEMENT, AND HOUSING PROGRAMS ALL DESIGNED TO HELP ELDERS FIND AND SUCCEED IN HOMES OF THEIR OWN. TO THIS END, ALL HOUSING OPERATED BY HEARTH PROVIDES A CREATIVE ARRAY OF SUPPORTIVE SERVICES THAT ASSIST RESIDENTS TO AGE WITH DIGNITY, REGARDLESS OF THEIR SPECIAL MEDICAL, MENTAL HEALTH, OR SOCIAL NEEDS. HEARTH BELIEVES THESE GOALS ARE BEST ACCOMPLISHED THROUGH RESPECT FOR ELDERS AND STAFF, WITH THE DESIRE TO SEE BOTH ACHIEVE THEIR HIGHEST DEGREE OF POTENTIAL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,544,616 | ExpenseAmt |
| Revenue | $1,965,671 | RevenueAmt |
| Desc | SUPPORTIVE HOUSING -HEARTH MANAGES SEVEN SUPPORTIVE HOUSING SITES FOR 170 FORMERLY HOMELESS ELDERS AND THOSE WHO WERE AT RISK OF HOMELESSNESS. ALL OF HEARTH'S RESIDENTS RECEIVE THE HELP THEY NEED TO STAY SAFELY HOUSED, AND OVER 120 RESIDENTS RECEIVE DAILY ASSISTANCE IN ORDER TO REMAIN HOUSED IN THE COMMUNITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $713,715 | ExpenseAmt |
| Desc | OUTREACH -FIVE CASE MANAGERS AND A DIRECTOR ASSIST 350 HOMELESS OR AT-RISK ELDERS IN THEIR SEARCH FOR PERMANENT HOUSING AND SERVICES DURING THE YEAR. OF THE TOTAL SERVED IN 2019, 95 HOMELESS OR AT RISK ELDERS WERE PLACED IN PERMANENT HOUSING. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,258,331 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 38 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 121 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THERESA PERKINS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6173691550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1640 WASHINGTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02118 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| MARK D HINDERLIE | |||||||
| PRESIDENT & CEO | 37.00 | 3.00 | Yes (X) | Yes (X) | $169,096 | $0 | $903 |
| ROBERT HALLORAN | |||||||
| BOARD MEMBER (UNTIL 5/2019) | 2.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| MYNOR PEREZ | |||||||
| BOARD MEMBER (UNTIL 5/2019) | 2.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| RAYMOND WALDEN | |||||||
| BOARD MEMBER (UNTIL 5/2019) | 2.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| VICTORIA WILLIAMS | |||||||
| BOARD MEMBER (UNTIL 5/2019) | 2.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM PORCELLO | |||||||
| CFO (UNTIL 6/30/19) | 37.00 | 3.00 | Yes (X) | $145,834 | $0 | $7,968 | |
| KEVIN MCCALL | |||||||
| CHAIRPERSON | 2.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DIANA KELLY | |||||||
| VICE-CHAIR | 2.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GREGORY MANOUSOS | |||||||
| TREASURER | 2.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KARYN SCHEIER | |||||||
| CLERK | 2.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALAN ABRAMS | |||||||
| BOARD MEMBER | 2.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| RAMESH ADVANI | |||||||
| BOARD MEMBER | 2.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINE ARAUJO | |||||||
| BOARD MEMBER | 2.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER BOTTOMLEY | |||||||
| BOARD MEMBER | 2.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| REBECCA TYLER BROWN | |||||||
| BOARD MEMBER | 2.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| THOMAS BYRNE AS OF 102019 | |||||||
| BOARD MEMBER | 2.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| ELLEN FEINGOLD | |||||||
| BOARD MEMBER | 2.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| ROBERT HOULIHAN | |||||||
| BOARD MEMBER | 2.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| MARILYN MILLER | |||||||
| BOARD MEMBER | 2.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| GREGORY MINOTT AS OF 122019 | |||||||
| BOARD MEMBER | 2.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| MARY PARKER | |||||||
| BOARD MEMBER | 2.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| TANIA PHILLIPS AS OF 102019 | |||||||
| BOARD MEMBER | 2.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| DOUGLASS POUTASSE | |||||||
| BOARD MEMBER | 2.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| KATRINA SHAW | |||||||
| BOARD MEMBER | 2.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| ROBERT WADSWORTH | |||||||
| BOARD MEMBER | 2.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| DONALD WILKINS | |||||||
| BOARD MEMBER | 2.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| STACEY ZAWEL AS OF 102019 | |||||||
| BOARD MEMBER | 2.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $314,930 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $8,871 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $93,200 | FundraisingAmt |
| Government Grants | $1,645,806 | GovernmentGrantsAmt |
| All Other Contributions | $773,314 | AllOtherContributionsAmt |
| Total Contributions | $2,512,320 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM SERVICE FEES | 900099 | $1,795,994 | $1,795,994 |
| FEES AND PROJECT REIMB | 900099 | $120,000 | $120,000 |
| ADVANCES TO AFFILIATED | 900099 | $46,874 | $46,874 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,962,868 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $111,772 | TotalRevenueColumnAmt |
| Exclusion | $111,772 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $49,186 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $93,200 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $40,150 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,036 | TotalRevenueColumnAmt |
| Exclusion | $9,036 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,803 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,803 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,803 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,598,799 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,965,671 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $120,808 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,056 | TotalAmt |
| Program Services | $53,608 | ProgramServicesAmt |
| Management And General | $189,301 | ManagementAndGeneralAmt |
| Fundraising | $17,147 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,377,706 | TotalAmt |
| Program Services | $2,030,149 | ProgramServicesAmt |
| Management And General | $159,817 | ManagementAndGeneralAmt |
| Fundraising | $187,740 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,703 | TotalAmt |
| Program Services | $166,026 | ProgramServicesAmt |
| Management And General | $10,523 | ManagementAndGeneralAmt |
| Fundraising | $21,154 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,467 | TotalAmt |
| Program Services | $192,987 | ProgramServicesAmt |
| Management And General | $34,487 | ManagementAndGeneralAmt |
| Fundraising | $16,993 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,187 | TotalAmt |
| Program Services | $68,187 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,324 | TotalAmt |
| Program Services | $12,324 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,277 | TotalAmt |
| Program Services | $1,149 | ProgramServicesAmt |
| Management And General | $53,128 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,550 | TotalAmt |
| Management And General | $45,550 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,413 | TotalAmt |
| Program Services | $4,798 | ProgramServicesAmt |
| Management And General | $31,041 | ManagementAndGeneralAmt |
| Fundraising | $3,574 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $518 | TotalAmt |
| Fundraising | $518 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,130 | TotalAmt |
| Program Services | $247,344 | ProgramServicesAmt |
| Management And General | $27,893 | ManagementAndGeneralAmt |
| Fundraising | $5,893 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,496 | TotalAmt |
| Program Services | $49,264 | ProgramServicesAmt |
| Management And General | $14,534 | ManagementAndGeneralAmt |
| Fundraising | $5,698 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,955 | TotalAmt |
| Program Services | $130,752 | ProgramServicesAmt |
| Management And General | $21,729 | ManagementAndGeneralAmt |
| Fundraising | $8,474 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,453 | TotalAmt |
| Program Services | $11,637 | ProgramServicesAmt |
| Management And General | $4,707 | ManagementAndGeneralAmt |
| Fundraising | $1,109 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,309 | TotalAmt |
| Management And General | $26,309 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,487 | TotalAmt |
| Program Services | $72,285 | ProgramServicesAmt |
| Management And General | $1,202 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,529 | TotalAmt |
| Program Services | $14,763 | ProgramServicesAmt |
| Management And General | $15,766 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD AND HOUSEHOLD SUPP | $111,858 | $111,821 | $37 | |
| MISCELLANEOUS | $107,414 | $72,351 | $17,288 | $17,775 |
| RECRUITMENT | $20,302 | $18,886 | $1,354 | $62 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,199,134 | TotalAmt |
| Program Services | $3,258,331 | ProgramServicesAmt |
| Management And General | $654,666 | ManagementAndGeneralAmt |
| Fundraising | $286,137 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $860,289 | BOYAmt |
| EOY | $738,864 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $414,057 | BOYAmt |
| EOY | $924,827 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $724,559 | BOYAmt |
| EOY | $704,180 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $462,680 | BOYAmt |
| EOY | $453,076 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,157 | BOYAmt |
| EOY | $84,470 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,506,715 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,403,511 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,529,870 | BOYAmt |
| EOY | $1,103,204 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,230,311 | BOYAmt |
| EOY | $5,036,651 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,942 | BOYAmt |
| EOY | $51,942 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,547 | BOYAmt |
| EOY | $664,105 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,537,412 | BOYAmt |
| EOY | $9,761,319 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $575,722 | BOYAmt |
| EOY | $518,517 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $108,909 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,299 | BOYAmt |
| EOY | $97,764 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,333,509 | BOYAmt |
| EOY | $1,334,956 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $470,289 | BOYAmt |
| EOY | $467,401 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,451,819 | BOYAmt |
| EOY | $2,527,547 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,178,805 | BOYAmt |
| EOY | $5,939,532 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $906,788 | BOYAmt |
| EOY | $1,294,240 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,085,593 | BOYAmt |
| EOY | $7,233,772 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,537,412 | BOYAmt |
| EOY | $9,761,319 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $399,665 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $748,514 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,016,607 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,624,590 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,825,258 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,938,913 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,512,320 | CurrentTaxYearAmt |
| Total | $10,917,688 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,016,607 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,624,590 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,825,258 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,938,913 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,512,320 | CurrentTaxYearAmt |
| Total | $10,917,688 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,021,704 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,895,984 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,967 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,063 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $73,346 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $148,255 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $111,772 | CurrentTaxYearAmt |
| Total | $367,403 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $80,967 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $76,977 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $84,053 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,872 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,803 | CurrentTaxYearAmt |
| Total | $262,672 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,547,763 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $8,923,629 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.85700 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84830 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $194 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $194 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | JOINT MEMBERSHIP WITH LEADINGAGE MASSACHUSETTS. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $297,500 | OtherCostOrOtherBasisAmt |
| Book Value | $297,500 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,490,483 | OtherCostOrOtherBasisAmt |
| Depreciation | $684,779 | DepreciationAmt |
| Book Value | $805,704 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $718,732 | OtherCostOrOtherBasisAmt |
| Depreciation | $718,732 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,103,204 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AFFILIATES | $566,341 |
| FUNDS HELD IN TRUST | $97,764 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $664,105 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED PARTIES | Desc |
| Amt | $467,401 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $467,401 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE ACCOUNTS WERE ESTABLISHED IN ACCORDANCE WITH SOCIAL SECURITY ADMINISTRATION AND VETERANS ADMINISTRATION REGULATIONS TO RECEIVE AND DISBURSE SOCIAL SECURITY AND VETERANS BENEFITS OF PARTICIPANTS WHO REQUIRE ASSISTANCE IN THE MANAGEMENT OF THEIR BENEFITS. |
| PART X, LINE 2: | HEARTH ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE CONSOLIDATING FINANCIAL STATEMENT REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. HEARTH HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATING FINANCIAL STATEMENTS AT DECEMBER 31, 2019. HEARTH'S INFORMATION TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $142,386 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $93,200 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $49,186 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $2,303 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $32,725 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $349 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $4,773 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $142,386 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $93,200 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $49,186 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,303 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $32,725 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $349 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $4,773 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $40,150 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $9,036 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK D HINDERLIE | ||||||||||||||
| PRESIDENT & CEO | $169,096 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $903 | $0 | $169,999 | $0 | $0 | $0 |
| WILLIAM PORCELLO | ||||||||||||||
| CFO (UNTIL 6/30/19) | $145,834 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,968 | $0 | $153,802 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE BOARD OF DIRECTORS APPROVE THE PRESIDENT & CEO'S COMPENSATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE MAY ACT ON BEHALF OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIRS OF THE STANDING COMMITTEES OF THE BOARD, PLUS THE ELECTED CHAIR, VICE-CHAIR, TREASURER AND CLERK ALONG WITH THE PAST CHAIR. THE STANDING COMMITTEES ARE NOMINATING, INSTITUTIONAL ADVANCEMENT, REAL ESTATE, INVESTMENT AND FINANCE. ALL ARE ELECTED. WHILE THE EXECUTIVE COMMITTEE MAY ACT ON BEHALF OF THE BOARD ON ALL MATTERS, OUR POLICY AND PRACTICE IS THAT WHEN THE EXECUTIVE COMMITTEE DEEMS A MATTER TO BE OF SUFFICENT SIGNIFICANCE, SUCH MATTER WILL BE BROUGHT TO THE ENTIRE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS PRESENTED TO SENIOR MEMBERS OF THE EXECUTIVE/FINANCE COMMITTEE FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS, THE BOARD OF DIRECTORS AND ALL OFFICERS SIGN AND ACKNOWLEDGE THEY ARE AWARE OF THE CONFLICT OF INTEREST POLICY AND MUST LIST ANY ITEMS THAT MIGHT CREATE A CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | ON AN ANNUAL BASIS, THE EXECUTIVE COMMITTEE OF THE BOARD WILL MEET AND EVALUATE THE COMPENSATION OF KEY EMPLOYEES AND OFFICERS, INCLUDING THE PRESIDENT/CEO. FOR THE REVIEW OF THE PRESIDENT/CEO, THE BOARD CHAIR WILL CLOSELY REVIEW A SELF-EVALUATION COMPLETED BY THE PRESIDENT/CEO, COVERING ALL ASPECTS OF THE ORGANIZATION'S PERFORMANCE, AND PRESENTS HIS OR HER ASSESSMENT OF THAT EVALUATION. FOR THE COO, CFO, AND DIRECTOR OF INSTITUTIONAL ADVANCEMENT, THIS PROCESS IS UNDERTAKEN BY THE CEO AND PRESENTED TO THE COMMITTEE WITH HIS ASSESSMENT ALONG WITH INFORMATION REGARDING INDUSTRY AND AREA COMPENSATION LEVELS FOR SIMILAR ROLES. ANY COMPENSATION CHANGES RESULTING FROM THIS PROCESS WILL BE APPROVED BY THE COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | HEARTH, INC. IS NOT REQUIRED TO MAKE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS PUBLIC. THESE DOCUMENTS ARE AVAILABLE ONLY UPON REQUEST. THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. |
| FORM 990 PART XI LINE 2C | THE EXECUTIVE/FINANCE COMMITTEE ASSUMES RESPONSIBILITY OF OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEARTH AT BURROUGHS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1640 WASHINGTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043206820 | EIN |
| Primary Activities | LOW INCOME RENTAL | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Total Income | $151,132 | TotalIncomeAmt |
| End Of Year Assets | $1,284,262 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEARTH INC | BusinessNameLine1Txt |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EAST CONCORD LIMITED PARTNERSHIP | ||||||||||||||
| 1640 WASHINGTON STREET | BOSTON | MA | 02118 | 043288011 | OPERATE 41 UNITS OF ASSIS. LIVING HOUSING FOR QUALIFIED LOW-INCOME RESIDENTS | MA | CEEH E CONCORD INC | RELATED | -$132,925 | $4,053,346 | 0 | 0 | 0.99000 | |
| HEARTH OLMSTED LIMITED PARTNERSHIP | ||||||||||||||
| 1640 WASHINGTON STREET | BOSTON | MA | 02118 | 273902520 | OPERATE 59 UNITS OF ASSIS. LIVING HOUSING FOR QUALIFIED LOW-INCOME RESIDENTS | MA | N/A | 0 | 0 | N/A | ||||
| RUGGLES ASSISTED LIVING LIMITED PARTNERSHIP | ||||||||||||||
| 1640 WASHINGTON STREET | BOSTON | MA | 02118 | 043519729 | OPERATE 43 UNITS OF ASSIS. LIVING HOUSING FOR QUALIFIED LOW INCOME RESIDENTS | MA | NCS RUGGLES INC | RELATED | -$375,244 | $3,110,556 | 0 | 0 | 0.99900 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Share Of EOY AssetsShareOfEOYAssetsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CEEH E CONCORD INC | ||||||||||||
| 1640 WASHINGTON STREET | BOSTON | MA | 02118 | 043288009 | LOW INCOME RENTAL | MA | HEARTH INC | C | -$939 | 0.79000 | Yes (1) | |
| NCS RUGGLES INC | ||||||||||||
| 1640 WASHINGTON STREET | BOSTON | MA | 02118 | 043519728 | LOW INCOME RENTAL | MA | HEARTH INC | C | -$967 | 1.00000 | Yes (1) | |
| HEARTH OLMSTED MANAGER LLC | ||||||||||||
| 1640 WASHINGTON STREET | BOSTON | MA | 02118 | 273901873 | LOW INCOME RENTAL | MA | HEARTH INC | C | -$1,006 | 1.00000 | Yes (1) | $51,589 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
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