HEARTH INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HEARTH INC (EIN 04-3206820)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-22
- IRS object ID
- 201322039349300902
- Schema version
- 2012v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-22T15:21:15-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042571780 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER ARONSON FINNING & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 EAST MAIN STREET | AddressLine1 |
| City | WESTBOROUGH | City |
| State | MA | State |
| ZIP Code | 01581 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043206820 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEARTH INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HEAR | NameControl |
| Phone | 6173691550 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1640 WASHINGTON STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02118 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK D HINDERLIE | Name |
| Title | PRESIDENT & CEO | Title |
| Phone | 6173691550 | Phone |
| Date Signed | 2013-07-19 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID KELLEHER CPA | Name |
| PTIN | P01059560 | PTIN |
| Phone | 5083669100 | Phone |
| Date Prepared | 2013-07-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARK D HINDERLIE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1640 WASHINGTON STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02118 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3794214 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 3461 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HEARTH-HOME.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1993 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 136 | TotalNbrEmployees |
| Total Nbr Volunteers | 221 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2896017 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1849931 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1633797 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1908601 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 6452 | InvestmentIncomePriorYear |
| Investment Income Current Year | 31249 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -52486 | OtherRevenuePriorYear |
| Other Revenue Current Year | -18887 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4483780 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3770894 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2671296 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2815456 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 279381 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1721241 | OtherExpensePriorYear |
| Other Expenses Current Year | 1510703 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4392537 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4326159 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 91243 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -555265 | RevenuesLessExpensesCY |
| Total Assets BOY | 5438351 | TotalAssetsBOY |
| Total Assets EOY | 4967711 | TotalAssetsEOY |
| Total Liabilities BOY | 1868133 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2006105 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3570218 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2961606 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3168218 | Expense |
| Revenue | 1891398 | Revenue |
| Description | SUPPORTIVE HOUSING -HEARTH MANAGES EIGHT SUPPORTIVE HOUSING SITES FOR 196 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 95 RESIDENTS RECEIVE DAILY ASSISTANCE IN ORDER TO REMAIN HOUSED IN THE COMMUNITY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 435000 | Expense |
| Revenue | 21636 | Revenue |
| Description | OUTREACH -SIX CASE MANAGERS AND A DIRECTOR ASSIST APPROXIMATELY 300 HOMELESS OR AT RISK ELDERS IN THEIR SEARCH FOR PERMANENT HOUSING AND SERVICES DURING THE YEAR. OF THE TOTAL SERVED IN 2012, 120 HOMELESS ELDERS WERE PLACED IN PERMANENT HOUSING. ADDITIONALLY, OF THE ELDERS PLACED IN PERMANENT HOUSING IN THE PREVIOUS YEAR, APPROXIMATELY 97% WERE STILL HOUSED. A SUCCESS RATE OF WHICH WE ARE VERY PROUD. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 3603218 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 1 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 9 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 136 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEARTH INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6173691550 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1640 WASHINGTON ST | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02118 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| MARK D HINDERLIE | |||||||
| PRESIDENT & CEO | 40.00 | X | X | 152821 | 0 | 3159 | |
| ROBERT WADSWORTH | |||||||
| CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| KEVIN MCCALL | |||||||
| VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| ELLEN FEINGOLD | |||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 | |
| MYRNA PUTZIGER | |||||||
| FORMER CLERK | 2.00 | X | X | 0 | 0 | 0 | |
| MARY S PARKER | |||||||
| CLERK | 2.00 | X | X | 0 | 0 | 0 | |
| GREG ANSIN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| ANNA M BISSONNETTE | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| ALAN ABRAMS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| ROBERT BICKFORD | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JENNIFER BOTTOMLEY | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| REBECCA BROWN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| BOB HALLORAN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| BOB HOULIHAN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DIANA KELLY | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MICHEALLE LARKINS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| GREGORY MANOUSOS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MARILYN MILLER | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| THOMAS MULLEN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| REBECCA RIDLEY NAZARETH | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DOUGLAS POUTASSE | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| KARYN SCHEIER | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| IRMA SCHRETTER | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MARCIA SCOTT | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| WILLIAM PORCELLO | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | X | 91101 | 0 | 8655 | ||
| ANNE GARMEY-KLUTZ | |||||||
| DIRECTOR INSTITUTIONAL ADVANCEMENT | 40.00 | 100089 | 0 | 13076 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 344011 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 24890 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 41317 | FundraisingEvents |
| Government Grants | 974084 | GovernmentGrants |
| All Other Contributions | 834530 | AllOtherContributions |
| Total Contributions | 1849931 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PROGRAM SERVICE FEES | 900099 | 1533945 | 1533945 |
| DEVELOPMENT FEE REVENU | 900099 | 374656 | 374656 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1908601 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 31249 | TotalRevenueColumn |
| Exclusion | $31,249 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 41317 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 23320 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -23320 | TotalRevenueColumn |
| Exclusion | -$23,320 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 4433 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4433 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 4433 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3770894 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1913034 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $7,929 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 235284 | Total |
| Program Services | 32920 | ProgramServices |
| Management And General | 186677 | ManagementAndGeneral |
| Fundraising | 15687 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2194380 | Total |
| Program Services | 1919422 | ProgramServices |
| Management And General | 77033 | ManagementAndGeneral |
| Fundraising | 197925 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 185225 | Total |
| Program Services | 155381 | ProgramServices |
| Management And General | 14255 | ManagementAndGeneral |
| Fundraising | 15589 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 200567 | Total |
| Program Services | 156647 | ProgramServices |
| Management And General | 27686 | ManagementAndGeneral |
| Fundraising | 16234 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11273 | Total |
| Program Services | 3805 | ProgramServices |
| Management And General | 7468 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33377 | Total |
| Program Services | 1096 | ProgramServices |
| Management And General | 32281 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124480 | Total |
| Program Services | 73729 | ProgramServices |
| Management And General | 44319 | ManagementAndGeneral |
| Fundraising | 6432 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10538 | Total |
| Fundraising | 10538 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 173800 | Total |
| Program Services | 133420 | ProgramServices |
| Management And General | 37982 | ManagementAndGeneral |
| Fundraising | 2398 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52424 | Total |
| Program Services | 40597 | ProgramServices |
| Management And General | 8423 | ManagementAndGeneral |
| Fundraising | 3404 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114420 | Total |
| Program Services | 92800 | ProgramServices |
| Management And General | 15278 | ManagementAndGeneral |
| Fundraising | 6342 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23762 | Total |
| Program Services | 14232 | ProgramServices |
| Management And General | 8301 | ManagementAndGeneral |
| Fundraising | 1229 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8035 | Total |
| Program Services | 5596 | ProgramServices |
| Management And General | 2109 | ManagementAndGeneral |
| Fundraising | 330 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73527 | Total |
| Program Services | 53041 | ProgramServices |
| Management And General | 20173 | ManagementAndGeneral |
| Fundraising | 313 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25379 | Total |
| Program Services | 17669 | ProgramServices |
| Management And General | 7710 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| RESERVE ON DEVELOPMENT | 763213 | 763213 | ||
| FOOD AND HOUSEHOLD SUPP | 126095 | 125581 | 514 | |
| PROVISION OF AFFILIATE | 67010 | 67010 | ||
| MISCELLANEOUS | 33356 | 11594 | 19747 | 2015 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -129986 | Total |
| Program Services | 2475 | ProgramServices |
| Management And General | -133406 | ManagementAndGeneral |
| Fundraising | 945 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4326159 | Total |
| Program Services | 3603218 | ProgramServices |
| Management And General | 443560 | ManagementAndGeneral |
| Fundraising | 279381 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1702241 | BOY |
| EOY | 736028 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100821 | BOY |
| EOY | 50841 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 483434 | BOY |
| EOY | 442640 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67100 | BOY |
| EOY | 55312 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2302668 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 912863 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1436091 | BOY |
| EOY | 1389805 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 270961 | BOY |
| EOY | 306341 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 240000 | BOY |
| EOY | 291942 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1137703 | BOY |
| EOY | 1694802 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5438351 | BOY |
| EOY | 4967711 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 300005 | BOY |
| EOY | 419003 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39071 | BOY |
| EOY | 63127 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1529057 | BOY |
| EOY | 1523975 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1868133 | BOY |
| EOY | 2006105 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2707083 | BOY |
| EOY | 2601246 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 863135 | BOY |
| EOY | 360360 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3570218 | BOY |
| EOY | 2961606 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5438351 | BOY |
| EOY | 4967711 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -555265 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 28238 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -81585 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1909347 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1738913 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1911405 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2896017 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1909601 | CurrentTaxYear |
| Total | 10365283 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1909347 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1738913 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1911405 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2896017 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1909601 | CurrentTaxYear |
| Total | 10365283 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 352814 | AmountsSubstContributorsTotal |
| Public Support Total170 | 10012469 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6590 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6782 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11882 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6452 | CurrentTaxYearMinus1Year |
| Current Tax Year | 31249 | CurrentTaxYear |
| Total | 62955 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 6968 | CurrentTaxYearMinus2Years |
| Current Tax Year | 4433 | CurrentTaxYear |
| Total | 11401 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 10439639 | TotalSupport |
| Gross Receipts From Admissions Etc | 8545764 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.95910 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.96950 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 297500 | OtherCostOrOtherBasis |
| Book Value | 297500 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1339250 | OtherCostOrOtherBasis |
| Depreciation | 321636 | Depreciation |
| Book Value | 1017614 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 51519 | OtherCostOrOtherBasis |
| Depreciation | 17356 | Depreciation |
| Book Value | 34163 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 614399 | OtherCostOrOtherBasis |
| Depreciation | 573871 | Depreciation |
| Book Value | 40528 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1389805 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENTS IN AFFILIATES | Description |
| Book Value | 291942 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 291942 | TotalOfBookValueProgramRelated |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DUE FROM AFFILIATES | 781499 |
| FUNDS HELD IN TRUST | 63127 |
| FINANCING FEES | 50176 |
| DEVELOPMENT FEES RECEIVABLE | 800000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1694802 | TotalBookValueOtherAssets |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 FOLLOWS THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES STANDARDS, WHICH REQUIRES HEARTH TO REPORT UNCERTAIN TAX POSITIONS, RELATED INTEREST AND PENALTIES, AND TO ADJUST ITS CONSOLIDATING FINANCIAL STATEMENTS FOR THE IMPACT THEREOF. AS OF DECEMBER 31, 2012, HEARTH DETERMINED THAT IT HAD NO MATERIAL UNRECOGNIZED TAX BENEFITS TO REPORT. HEARTH DOES NOT EXPECT A SIGNIFICANT INCREASE OR DECREASE TO THE TOTAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS IN 2013. HEARTH FILES INFORMATION RETURNS IN THE UNITED STATES FEDERAL AND MASSACHUSETTS STATE JURISDICTIONS. THESE RETURNS ARE GENERALLY SUBJECT TO EXAMINATION BY TAX AUTHORITIES FOR THE LAST THREE YEARS. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNUAL MEETING | NameOfEvent1 |
| Gross Receipts Event1 | 31100 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 31100 | CharitableContributionsEvent1 |
| Other Direct Expenses Event1 | 17511 | OtherDirectExpensesEvent1 |
| Name Of Event2 | WINTER WALK | NameOfEvent2 |
| Gross Receipts Event2 | 10217 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 10217 | CharitableContributionsEvent2 |
| Other Direct Expenses Event2 | 5809 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 41317 | GrossReceiptsTotal |
| Charitable Contributions Total | 41317 | CharitableContributionsTotal |
| Other Direct Expenses Total Events | 23320 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 23320 | DirectExpenseSummaryEvents |
| Net Income Summary | -23320 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARK D HINDERLIE | NamePerson |
| Title | PRESIDENT & CEO | Title |
| Base Compensation Filing Org | 149321 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 3500 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 3159 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 155980 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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, 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 11 | THE 990 IS PRESENTED TO SENIOR MEMBERS OF THE EXECUTIVE/FINANCE COMMITTEE FOR REVIEW AND APPROVAL. AFTER IT HAS BEEN APPROVED, THE 990 IS SENT TO THE BOARD OF DIRECTORS FOR REVIEW. | |
| 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 SIMILIAR 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 VII LINE 1A COLUMN B | HOURS SPENT ON 4 BISHOP STREET, INC., HEARTH MANAGEMENT, INC. AND HEARTH BEACON, INC.: MARK HINDERLIE AND WILLIAM PORCESLLO EACH SPEND APPROXIMATELY 1 HOUR REALTED TO 4 BISHOP STREET, INC., HEARTH MANAGEMENT, INC. AND HEARTH BEACON, INC. ALL OTHER INDIVIDUALS LISTED ON FORM 990 PART VII SECTION A SPEND APPROXIMATELY .1 HOURS RELATED TO 4 BISHOP STREET, INC., HEARTH MANAGEMENT, INC. AND HEARTH BEACON, INC. | HOURS FOR RELATED ORGANIZATIONS |
| FORM 990, PART XI, LINE 9: | CAPITAL CONTRIBUTIONS TO HEARTH OLMSTED MANAGER, LLC 51,942. MANAGEMENT AND ADMINISTRATIVE FEES ALLOCATED TO AFFILIATES -133,527. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| 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. | |
| 990 PART IX LINE 24E COLUMNS C | $-133,406 ALLOCATION OF ADMINISTRATIVE EXPENSE TO AFFILIATES | ALLOCATION OF ADMINISTRATIVE EXPENSE TO AFFILIATES |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| HEARTH AT BURROUGHS LLC | |||||||||
| 1640 WASHINGTON STREET | BOSTON | MA | 02118 | 043206820 | LOW INCOME RENTAL | MA | 135177 | 1435732 | HEARTH INC |
| HEARTH OLMSTED MANAGER LLC | |||||||||
| 1640 WASHINGTON STREET | BOSTON | MA | 02118 | 273901873 | OPERATES HOUSING FOR FORMERLY HOMELESS ELDERS | MA | 0 | 51942 | HEARTH INC |
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| 4 BISHOP STREET INC | ||||||||||
| 1640 WASHINGTON STREET | BOSTON | MA | 02118 | 223135170 | OPERATES HOUSING FOR FORMERLY HOMELESS ELDERS | MA | 501(C)(3) | LINE 9 | HEARTH INC | 1 |
| HEARTH MANAGEMENT INC | ||||||||||
| 1640 WASHINGTON STREET | BOSTON | MA | 02118 | 043478332 | PROPERTY MANAGEMENT SERVICES | MA | 501(C)(3) | LINE 9 | HEARTH INC | 1 |
| HEARTH BEACON INC | ||||||||||
| 1640 WASHINGTON STREET | BOSTON | MA | 02118 | 043446044 | OPERATES HOUSING FOR FORMERLY HOMELESS ELDERS | MA | 501(C)(3) | LINE 9 | HEARTH INC | 1 |
Form990 Schedule R Part III Form990ScheduleRPartIII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | -119 | 1972 | 0 | 0 | 0.00050 |
| 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 | -1909 | 38068 | 0 | 0 | 0.00790 |
| HEARTH OLMSTED LIMITED PARTNERSHIP | |||||||||||||
| 1640 WASHINGTON STREET | BOSTON | MA | 02118 | 273902520 | OPERATE 59 UNITS OF ASSIS. LIVING HOUSING FOR QUALIFIED LOW-INCOME RESIDENTS | MA | HEARTH OLMSTED MANAGER LLC | RELATED | -36 | 1613 | 0 | 0 | 0.00010 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Percentage OwnershipPercentageOwnership | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CEEH E CONCORD INC | |||||||||||
| 1640 WASHINGTON STREET | BOSTON | MA | 02118 | 043288009 | LOW INCOME RENTAL | MA | HEARTH INC | C | -2269 | 0.79000 | 0 |
| NCS RUGGLES INC | |||||||||||
| 1640 WASHINGTON STREET | BOSTON | MA | 02118 | 043519728 | LOW INCOME RENTAL | MA | HEARTH INC | C | -349 | 0.50000 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (13 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| 4 BISHOP STREET | ||
| Q | 149259 | FAIR MARKET VALUE |
| HEARTH MANAGEMENT INC | ||
| O | 50776 | FAIR MARKET VALUE |
| HEARTH OLMSTED LP | ||
| D | 311206 | FAIR MARKET VALUE |
| EAST CONCORD STREET LP | ||
| O | 196454 | FAIR MARKET VALUE |
| HEARTH BEACON INC | ||
| A | 20751 | FAIR MARKET VALUE |
| HEARTH OLMSTED LP | ||
| D | 353000 | FAIR MARKET VALUE |
| EAST CONCORD STREET LP | ||
| A | 142351 | FAIR MARKET VALUE |
| HEARTH OLMSTED LP | ||
| D | 711271 | FAIR MARKET VALUE |
| EAST CONCORD STREET LP | ||
| Q | 225423 | FAIR MARKET VALUE |
| HEARTH MANAGEMENT INC | ||
| D | 95885 | FAIR MARKET VALUE |
| HEARTH OLMSTED LP | ||
| L | 374656 | FAIR MARKET VALUE |
| HEARTH AT BURROUGHS LLC | ||
| S | 53569 | FAIR MARKET VALUE |
| RUGGLES ASSISTED LIVING LP | ||
| Q | 78311 | FAIR MARKET VALUE |
Comments