Heartstone Charities
EIN: 812620499 · Polson, MT · NTEE: T20
| Metric | Value |
|---|---|
| Total Revenue | $38K |
| Total Expenses | $51K |
| Net Assets | $1.6M |
Search Intent Cockpit
Heartstone Charities Form 990, Revenue, CEO Pay, and IRS Filing Signals
Heartstone Charities is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Heartstone Charities in one place.
Form 990 Filing Summary
2 filing years are available, with latest revenue of $38K and expenses of $51K.
Revenue and Expenses
Heartstone Charities reported $38K in revenue and $51K in expenses, a deficit of $14K.
Executive Compensation
Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.
Charity Score and Red Flags
Mission score and red-flag review are shown when AI enrichment is available.
Is Heartstone Charities Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
IRS 990 Data Cockpit
Where the Money Comes From and Where It Goes
Revenue Source Mix
Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.
Expense Deployment
Functional expense detail is not available on the stored filing yet. Existing program percentage and future extracted expense fields will populate this panel.
Across stored filings, Heartstone Charities shows contribution history pending. Next enrichment targets: revenue-source fields, functional expense detail, IRS BMF classification, AI synthesis.
Decision Cockpit
One-Stop Donor, Research, and Peer Context Hub
| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Insufficient Data | Limited filing record; no red flags identified |
| Mission spend | Pending | Unknown |
| Financial durability | Grade B | 2 stored filing years |
| Peer context | Compare with Montana 4 H Foundation Inc | Montana and Philanthropy context |
Trust Check
Review legitimacy, deductibility, red flags, and filing consistency.
Open charity check →Peer Benchmark
Compare against real state and category peers.
Compare with Montana 4 H Foundation Inc →All Montana nonprofits
All Philanthropy
Local and Sector Spokes
Move into this nonprofit's local market, category, and sector maps.
Polson, MT nonprofitsPhilanthropy in Montana
Public Benefit in Montana
Follow the Money
Jump into spending, compensation, rankings, and filing-year evidence.
State spending analysisState compensation analysis
Philanthropy spending
Best Philanthropy charities in Montana
Relevant rankings
Donation Decision Flow
From Trust Check to Better Alternatives
Alternative Shopping
Similar Nonprofits Donors Should Compare
Artemis Institute
Livingston, MT · $61K revenue · Score 55/100
Compare side-by-sideAmerican Covenant Senior Housing Foundation Inc
Kalispell, MT · $2.2M revenue · Score 45/100
Compare side-by-sideMontana 4 H Foundation Inc
Roundup, MT · $0 revenue · Score 50/100
Compare side-by-sideCarbon County Food Bank
Joliet, MT · $0 revenue · Score 50/100
Compare side-by-sideNext Best Actions
Keep the Investigation Moving
About Heartstone Charities
Heartstone Charities (EIN: 812620499) is a nonprofit organization based in Polson, MT, classified under NTEE code T20. The organization reported total revenue of $38K and total assets of $1.6M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Heartstone Charities's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Heartstone Charities is a micro nonprofit that has been operating for 10 years, with 2 years of IRS 990 filings on record (2019–2020).
Key Financial Metrics (2020)
From the most recent IRS 990 filing on record:
| Total Revenue | $38K |
| Total Expenses | $51K |
| Surplus / Deficit | $-13,596 |
| Total Assets | $1.6M |
| Total Liabilities | $1 |
| Net Assets | $1.6M |
| Operating Margin | -35.9% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 381.6 months |
Financial Health Grade: B
In 2020, Heartstone Charities reported a deficit of $14K with expenses exceeding revenue, holds 381.6 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2016 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Heartstone Charities has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Heartstone Charities with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2020)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $14K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Frequently Asked Questions about Heartstone Charities
Is Heartstone Charities a legitimate charity?
Heartstone Charities (EIN: 812620499) is a registered tax-exempt nonprofit based in Montana. It has 2 years of IRS 990 filings on record. Total revenue: $38K. No red flags identified. Financial health grade: B.
How does Heartstone Charities spend its money?
Heartstone Charities reported $38K in total revenue in IRS 990 filings. 2 years of filing data available. Expenses exceeded revenue in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Heartstone Charities tax-deductible?
Heartstone Charities is registered as a tax-exempt nonprofit (EIN: 812620499). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Heartstone Charities located?
Heartstone Charities is headquartered in Polson, Montana and files with the IRS under EIN 812620499. It is classified under NTEE code T20.
How many years of IRS 990 filings does Heartstone Charities have?
Heartstone Charities has 2 years of IRS 990 filings on record at NonprofitSpending. Additional filing years may become available as the IRS releases new data. The most recent filing shows $38K in total revenue.
Filing History
IRS 990 filing history for Heartstone Charities showing financial trends over 2 years of public records:
Total assets decreased by 0.8% over the same period, from $1.7M to $1.6M. Total functional expenses fell by 48.2%, from $99K to $51K. In its most recent filing year (2020), Heartstone Charities reported a deficit of $14K, with expenses exceeding revenue. The organization holds $1 in liabilities against $1.6M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $1.6M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2020 | $38K | $51K | $1.6M | $1 | — | View 990 |
| 2019 | $-29,321 | $99K | $1.7M | $1 | — | View 990 |
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Heartstone Charities:
Data Sources and Methodology
This transparency report for Heartstone Charities is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.