2024-10-25T11:49:37-05:00 2023-12-31 270064528 SQUIRES MADDUX & COMPANY PLLC 100 SECOND AVE S SUITE 270 EDMONDS WA 98020 990 2023-01-01 911707711 HEARTHSTONE GROUP HEAR 4062146013 PO Box 68087 Oro Valley AZ 85737 Eric Peterson Exective Director 4062146013 2024-10-25 1 1 X Gary A Squires P00175185 4257120515 2024-10-24 2023 2024-10-15 13:58:12Z Eric Peterson PO Box 68087 Oro Valley AZ 85737 135623 0 X None X 1996 MT Fostering of low-income housing and social services for elderly and handicapped persons. 4 4 2 4 0 0 0 0 1098758 132882 31 2741 0 0 1098789 135623 664500 151000 0 0 24947 35646 0 0 0 8486 16185 697933 202831 400856 -67208 634443 569936 2345 5046 632098 564890 Fostering of low-income housing, particularly housing and related social services for elderly and handicapped persons. 0 0 202831 151000 135623 Fostering of low-income housing, particularly housing and related social services for elderly and handicapped persons, including directly and indirectly developing, providing, operating, financing or carrying out such activities. 202831 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 2 1 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 1 0 X The Organization 4062146013 PO Box 68087 Oro Valley AZ 85737 Mike Wornath Exective Director 20.00 X X 0 19513 0 Pastor Mike President 1.00 X X 0 0 0 Rick Anderson Vice President 1.00 X X 0 0 0 Eric Peterson Exective Director 20.00 X X 0 8809 0 Merrilee Valentine Board Member 1.00 X 0 0 0 Tim German Board Member 1.00 X 0 0 0 0 28322 0 0 0 0 0 0 Management fees 531390 132882 132882 132882 2741 2741 135623 135623 0 0 151000 151000 28322 28322 7324 7324 3498 3498 4455 4455 493 493 2017 2017 333 333 1255 1255 Office and Miscellanous 3296 3296 Share of losses from pa 654 654 Dues & subscriptions 120 120 Bank service charge 64 64 202831 202831 0 0 634186 566935 10629 7628 0 3001 257 634443 569936 2345 5046 2345 5046 X 632098 564890 632098 564890 634443 569936 -67208 0 X 0 0 0 X 42662 33288 59680 1098758 1234388 42662 33288 59680 1098758 1234388 0 0 0 1234388 31 31 31 31 42662 33288 59680 1098789 1234419 1.00000 0.72320 0.00000 X 10629 7628 3001 3001 Payroll taxes payable 2363 Due on credit cards 2304 Investment in partnerships 379 5046 1 Embrace Liberia PO Box 2548 Poulsbo WA 98370 472098518 501(c)(3) 10000 0 Mission Housing Children of the Nations 11992 Clear Creek Rd Silverdale WA 98383 911702551 501(c)(3) 40000 0 Chechere Farm Hello Creative 18-10-D Gurney Tower Persiaran Gurney Palalu OC 921597810 30000 0 Non-profit Housing Covenant Youth of Alaska PO Box 770128 Eagle River AK 99577 208363626 501(c)(3) 10000 0 Youth Ministry. Fellowship of Cristian Athletes 8701 Leeds Road Kansas City MO 64129 440610626 501(c)(3) 10000 0 Donation. ZimZam Global PO Box 72446 Phoenix AZ 85050 472861115 501(c)(3) 31000 0 Donation. Admundsen Ed Center 501(c)(3) 20000 0 Donation. Part I, Line 2: Approved by board and officers. Form 990, Part VI, Section A, line 8b Organization is not large enough to have committees with authority to act on behalf of the governing body. Form 990, Part VI, Section B, line 11b The return is approved by the board and reviewed by the executive director. Form 990, Part VI, Section C, line 19 The Organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request. Part VI, Section B, Line 16 (a) & (b) and Part IV, Line 34. The Organization fosters development of low-income housing for households at or below percentage of median income through acting as developer and general partner of limited partnerships and limited liability companies under IRC Section 42. Although the Organization does not have a written policy for evaluation in its particiapation in joint venture arrangements, the executive director reviews the applicable federal tax laws and takes steps to safegaurd the Organizations exempt status. To date, all of the business relationships conform to the above mentioned structure., whereby, the Organization fosters the development and operatin of the low-income projects through acting as a fractional interest general of limited partner in either limited partnerships or limited liability companies under IRS Section 42. Spring Creek Apartments LP PO Box 2099 Missoula MT 59806 261342499 Tax credit low-income housing MT N/A 0 1 Spring Creek Apartments 2 LP PO Box 2099 Missoula MT 59806 263119578 Tax credit low-income housing MT N/A 0 1 Fourth and I Street Investors LLC P O Box 1083 Merecer Island WA 980401083 911921538 Low-income houseing tax credit WA N/A 0 0 San Juan Commons 1996 Limited Partn 718 Griffin Ave Ste 238 Enumclaw WA 98022 911719416 Low-income houseing tax credit WA N/A 0 0 Highland Commons Apartments LLC 718 Griffin Ave Ste 238 Enumclaw WA 462484448 462484448 Low-income houseing tax credit WA N/A 0 0 Olympic Peninsula Apartments LLC 718 Griffin Ave Ste 238 Enumclaw WA 98822 813417833 Low-income houseing tax credit WA N/A 0 0 Vineyard Apartments Homes LLC 718 Griffin Ave Ste 238 Enumclaw WA 98022 920301668 Low-income houseing tax credit WA N/A 0 0 Conifer South Tacoma Apts LLCV P O Box 1083 Merecer Island WA 980401083 201624621 Low-income houseing tax credit WA N/A 0 0 Hearthstone Lund Pointe LLC 3236 78th Avenue SE Suite 202 Merecer Island WA 980403500 852006764 Low-income houseing tax credit WA N/A 0 1 Redwood Juniper Tacoma Apts LLC P O Box 1083 Merecer Island WA 980401083 201624787 Low-income houseing tax credit WA N/A 0 1 Pine Tree Harbor Tacoma Apts LLC P O Box 1083 Merecer Island WA 980401083 201624657 Low-income houseing tax credit WA N/A 0 1 Shiloh 3900 Olympic 223 10th St S Kirkland WA 98033 822164929 Low-income houseing tax credit WA N/A 0 1 Brush Meadows Billings 223 10th St S Kirkland WA 98033 823188818 Low-income houseing tax credit WA N/A 0 0 Gallatin Trails Belgrade 60 LLC 223 10th St S Kirkland WA 98033 823544352 Low-income houseing tax credit WA N/A 0 0 Center Street Limited Partnership PO Box 2099 Missoula MT 59806 455024995 Low-income houseing tax credit MT N/A 0 0 Hearthstone Baxter LLC 7645 Kingpost Loop Helena MT 59602 880744389 Low income housing and tax credit. MT C 1.00000 0 Hearthstone Bridger Peaks LLC 7645 Kingpost Loop Helena MT 59602 531549994 Low income housing and tax credit. MT C 1.00000 0 Hearthstone Central Court LLC 7645 Kingpost Loop Helena MT 59602 521177193 Low income housing and tax credit. MT C 1.00000 0 Hearthstone Comstock LLC 7645 Kingpost Loop Helena MT 59602 880779896 Low income housing and tax credit. MT C 1.00000 0 Hearthstone Creekside LLC 7645 Kingpost Loop Helena MT 59602 922739579 Low income housing and tax credit. MT C 1.00000 0 Hearthstone Montana 4 LLX 7645 Kingpost Loop Helena MT 59602 861796935 Low income housing and tax credit. MT C 1.00000 0 Hearthstone Skyview LLC 7645 Kingpost Loop Helena MT 59602 853883297 Low income housing and tax credit. MT C 1.00000 0 Hearthstone Union Place LLC 7645 Kingpost Loop Helena MT 59602 883008300 Low income housing and tax credit. MT C 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 All of related orgaizations S 132882 Agreed amount for mgt fees