FRIENDS OF HEARTHSIDE INC: Form 990EZ, tax year 2021
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- Organization
- FRIENDS OF HEARTHSIDE INC (EIN 05-0520888)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202203189349207485
- Schema version
- 2021v4.2
- 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) |
|---|---|---|
| Return | 2022-11-14T16:09:02-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 SOUTH MAIN STREET SUITE 100 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050520888 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDS OF HEARTHSIDE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRIE | BusinessNameControlTxt |
| Phone | 4013342209 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 GREAT ROAD | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02865 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHRYN HARTLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4013342209 | PhoneNum |
| Signature | 2022-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHRYN | PersonFirstNm |
| Person Last | HARTLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS E LISI JR CPA MBA | PreparerPersonNm |
| PTIN | P00100488 | PTIN |
| Phone | 4016004500 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | WWW.HEARTHSIDEHOUSE.ORG/FRIENDS-OF-HEARTH | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $133,639 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $50,921 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $24,300 | ProgramServiceRevenueAmt |
| Membership Dues | $10,256 | MembershipDuesAmt |
| Investment Income | $3,255 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $7,764 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $1,151 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $6,613 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $830 | FundraisingGrossIncomeAmt |
| Special Events Net Income Loss | $830 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $5,200 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $502 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $4,698 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $31,113 | OtherRevenueTotalAmt |
| Total Revenue | $131,986 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $2,945 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $9,840 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $1,367 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $47,412 | OtherExpensesTotalAmt |
| Total Expenses | $61,564 | TotalExpensesAmt |
| Excess Or Deficit For Year | $70,422 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $306,732 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $25,380 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $402,534 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,511 | BOYAmt |
| EOY | $399,474 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,331 | BOYAmt |
| EOY | $3,259 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $306,842 | BOYAmt |
| EOY | $402,733 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110 | BOYAmt |
| EOY | $199 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $306,732 | BOYAmt |
| EOY | $402,534 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | RESTORATION AND PRESERVATION OF HISTORIC SITES THROUGH EDUCATION AND PUBLIC ACCESS | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| RESTORATION AND PRESERVATION OF HEARTHSIDE HOUSE AND SURROUNDING HISTORIC PROPERTIES, INCLUDING ADDITIONS TO COLLECTIONS AND EXHIBITS FOR TOURS AND EVENTS | $0 | $20,261 |
| BLACKSMITHING DEMONSTRATIONS AND CLASSES AT THE HANNAWAY BLACKSMITH SHOP | $0 | $2,776 |
| DISNEY FILMING | $0 | $3,643 |
| OTHER PROGRAM SERVICES | $0 | $5,565 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $32,245 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| KIRK HINDMAN | ||||
| DIRECTOR | 0.00 | $0 | $0 | $0 |
| ALLISON MAROVELLI | ||||
| DIRECTOR | 0.00 | $0 | $0 | $0 |
| MICHAEL HEON | ||||
| DIRECTOR | 0.00 | $0 | $0 | $0 |
| WILLIAM J MCMANUS | ||||
| DIRECTOR | 0.00 | $0 | $0 | $0 |
| CHRISTINE MAINO | ||||
| DIRECTOR | 0.00 | $0 | $0 | $0 |
| LINDA JENNINGS | ||||
| DIRECTOR | 0.00 | $0 | $0 | $0 |
| KATHRYN HARTLEY | ||||
| PRESIDENT | 50.00 | $0 | $0 | $0 |
| DIANE PRETE | ||||
| SECRETARY | 0.50 | $0 | $0 | $0 |
| ASHLEY FLYNN | ||||
| TREASURER | 0.50 | $0 | $0 | $0 |
| JOHN SCANLON | ||||
| VICE PRESIDENT | 40.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASHLEY FLYNN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 GREAT ROAD | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02865 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4015236170 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,645 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $71,717 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $60,879 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $101,816 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,007 | CurrentTaxYearAmt |
| Total | $330,064 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,000 | CurrentTaxYearAmt |
| Total | $190,000 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $67,645 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $107,717 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $98,879 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $141,816 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $104,007 | CurrentTaxYearAmt |
| Total | $520,064 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $520,064 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,398 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,256 | CurrentTaxYearAmt |
| Total | $5,674 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,824 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$5,312 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,159 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,852 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,380 | CurrentTaxYearAmt |
| Total | $86,903 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $612,641 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $59,240 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.84890 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88610 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST INCOME. AMOUNT: 8. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 3,247. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 3,255. TOTAL TO FORM 990-EZ, LINE 14: 9,840. |
| FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY | INCOME: GROSS RECEIPTS: 5,200. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 502. GROSS PROFIT: 4,698. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 502. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 502. |
| FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE | DESCRIPTION: OTHER REVENUE. AMOUNT: 15,613. DESCRIPTION: REIMBURSED EXPENSES. AMOUNT: 15,500. TOTAL TO FORM 990-EZ, LINE 8: 31,113. |
| FORM 990-EZ, PART I, LINE 14 | DESCRIPTION: DEPRECIATION. AMOUNT: 2,072. DESCRIPTION: OTHER EXPENSES. AMOUNT: 7,768. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: OFFICE EXPENSE. AMOUNT: 913. DESCRIPTION: INSURANCE. AMOUNT: 5,519. DESCRIPTION: LICENSE FEES AND DUES. AMOUNT: 518. DESCRIPTION: RESTORATION. AMOUNT: 20,261. DESCRIPTION: SUPPLIES. AMOUNT: 6,162. DESCRIPTION: EQUIPMENT RENTAL. AMOUNT: 75. DESCRIPTION: COLLECTION PURCHASES. AMOUNT: 478. DESCRIPTION: GENERAL ADMINISTRATIVE EXPENSES. AMOUNT: 8,368. DESCRIPTION: EQUIPMENT PURCHASES. AMOUNT: 5,118. TOTAL TO FORM 990-EZ, LINE 16: 47,412. |
| FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS | DESCRIPTION: UNREALIZED GAIN OR LOSS. AMOUNT: 25,380. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 5,331. END OF YEAR AMOUNT: 3,259. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: OTHER LIABILITIES-EZ. BEG. OF YEAR AMOUNT: 110. END OF YEAR AMOUNT: 199. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |