Nonprofit · EIN 91-1707711
HEARTHSTONE GROUP
Tax-exempt · ORO VALLEY, AZ 85737
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $255,567 | $197,222 | $58,345 | $537,741 | $6,885 | $530,856 |
| December 31, 2023 | 990 | $135,623 | $202,831 | -$67,208 | $569,936 | $5,046 | $564,890 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $252,432
- Investment income
- $2,769
- Other revenue
- $366
Expenses
- Grants and similar amounts paid
- $20,000
- Compensation of officers, directors and key employees
- $89,722
- Salaries, compensation and benefits (total)
- $122,694
- Professional fundraising fees
- $0
- Legal fees
- $15,145
- Accounting fees
- $9,410
- Travel
- $6,671
- Depreciation
- $667
- Program services (functional)
- $197,222
Balance sheet and other
- Total assets, start of year
- $569,936
- Total assets, end of year
- $537,741
- Total liabilities, end of year
- $6,885
- Net assets, end of year
- $530,856
- Land, buildings and equipment
- $2,334
- Publicly traded securities
- $492,939
- Net assets without donor restrictions
- $530,856
- Gross receipts
- $255,567
- Employees
- 2
- Volunteers
- 4
- Year formed
- 1996
- State of legal domicile
- MT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Eric Peterson | Exective Director Trustee or director, Officer | 20 | $70,217 |
| Mike Wornath | Exective Director Trustee or director, Officer | 20 | $19,505 |
| Pastor Mike | President Trustee or director, Officer | 1 | $0 |
| Rick Anderson | Vice President Trustee or director, Officer | 1 | $0 |
| Merrilee Valentine | Board Member Trustee or director | 1 | $0 |
| Tim German | Board Member Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| Mike Wornath | Exective Director Trustee or director, Officer | 20 | $0 | $19,513 |
| Eric Peterson | Exective Director Trustee or director, Officer | 20 | $0 | $8,809 |
| Pastor Mike | President Trustee or director, Officer | 1 | $0 | $0 |
| Rick Anderson | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Merrilee Valentine | Board Member Trustee or director | 1 | $0 | $0 |
| Tim German | Board Member Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 68087, ORO VALLEY, AZ 85737-8087
- In care of
- % MIKE WORNATH
- Principal officer (990 for 2024)
- Eric Peterson, PO Box 68087, Oro Valley, AZ 85737
- Signed the 990
- Eric Peterson, Exective Director
- Phone
- (406) 214-6013
- Website
- www.hearthstonegroup.org
- Return prepared by
- SQUIRES MADDUX & COMPANY PLLC
Mission
Fostering of low-income housing, particularly housing and related social services for elderly and handicapped persons.
Program accomplishments
- 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.Expenses $197,222 · grants $20,000 · revenue $255,567
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 91-1707711
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1996
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L200)
- Assets (IRS master file)
- $537,741
- Income (IRS master file)
- $255,567
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $255,567 | $197,222 | $537,741 | IRS |
| 990 | December 2023 | $135,623 | $202,831 | $569,936 | XML |
| 990 | December 2022 | $1,098,789 | $697,933 | $634,443 | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 91-1707711).
Questions about HEARTHSTONE GROUP
- What is the EIN of HEARTHSTONE GROUP?
- The employer identification number (EIN) of HEARTHSTONE GROUP is 91-1707711.
- Is HEARTHSTONE GROUP tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to HEARTHSTONE GROUP tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HEARTHSTONE GROUP file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HEARTHSTONE GROUP due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEARTHSTONE GROUP last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of HEARTHSTONE GROUP?
- The 990 for the year ended December 31, 2024 names Eric Peterson.
- Who are the officers and directors of HEARTHSTONE GROUP?
- The 990 for the year ended December 31, 2024 lists 6 people; 2 received compensation from the organization, the highest $70,217 (Eric Peterson, Exective Director).
- How much revenue does HEARTHSTONE GROUP have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $255,567, expenses of $197,222 and total assets of $537,741 at year end.
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All nonprofits in ORO VALLEY · Arizona · Housing and shelter