HEARTHSTONE INC

EIN: 810358311 501(c)(3)

ANACONDA, MT

Total Revenue
$340,002
Total Expenses
$302,019
Total Assets
N/A
Net Assets
N/A
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1976
Legal Domicile
MT
Principal Officer
LINDA JO SMITH
Phone
4065635232
Tax Period
2019-02-01 to 2020-01-31

HEARTHSTONE INC, founded in 1976, is a small nonprofit that reported $340K in total revenue in fiscal year 2019. Revenue fell 59% from the prior year — a significant decline worth monitoring. Expenses of $302K left a modest 11% surplus.

Mission

PROVIDE SENIOR LOW INCOME HOUSING

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $159,835
Program Service Revenue $180,153
Investment Income $14
Other Revenue $0
TOTAL REVENUE $340,002

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $274,313
Other Expenses $302,019
TOTAL EXPENSES $302,019

Year-over-Year Comparison

2019 2018 Change
Revenue $340,002 $830,935 -0.6%
Expenses $302,019 $764,736 -0.6%
Net Income $37,983 $66,199 -0.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
5
Independent Members
5
Employees
N/A
Volunteers
5

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LENORE MANNING DIRECTOR 0.50
Director
$0 $0 $0
BEVERLY LEARY DIRECTOR 0.50
Director
$0 $0 $0
REVEREND MYRNA HAVNER DIRECTOR 0.50
Director
$0 $0 $0
KATHY CAMPBELL DIRECTOR 0.50
Director
$0 $0 $0
LINDA JO SMITH DIRECTOR 0.50
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2020 $340,002 $302,019 No data $37,983
2019 $830,935 $764,736 $900,751 $66,199
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