HEARTVIEW FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HEARTVIEW FOUNDATION (EIN 45-0282159)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-05-05
- IRS object ID
- 201411259349301736
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-05-05T15:08:52-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 450250958 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1914 | AddressLine1 |
| City | BISMARCK | City |
| State | ND | State |
| ZIP Code | 585021914 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 450282159 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Heartview Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HEAR | NameControl |
| Phone | 7012220386 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 E Broadway Ave | AddressLine1 |
| City | Bismarck | City |
| State | ND | State |
| ZIP Code | 585013840 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kurt Snyder | Name |
| Title | Executive Director | Title |
| Phone | 7012220386 | Phone |
| Date Signed | 2014-05-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Lisa Chaffee CPA | Name |
| PTIN | P00193453 | PTIN |
| Phone | 7012551091 | Phone |
| Date Prepared | 2014-05-05 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Kurt Snyder | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 E Broadway Ave | AddressLine1 |
| City | Bismarck | City |
| State | ND | State |
| ZIP Code | 585013840 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2636953 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | heartviewfoundation.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1964 | YearFormation |
| State Legal Domicile | ND | StateLegalDomicile |
| Activity Or Mission Description | Provider of choice for quality chemical dependency treatment and education. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 57 | TotalNbrEmployees |
| Total Nbr Volunteers | 20 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 188449 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 114126 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2431138 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2411158 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 113715 | InvestmentIncomePriorYear |
| Investment Income Current Year | 111669 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2733302 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2636953 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1350994 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1608560 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 16296 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1151036 | OtherExpensePriorYear |
| Other Expenses Current Year | 1043112 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2502030 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2651672 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 231272 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -14719 | RevenuesLessExpensesCY |
| Total Assets BOY | 4416479 | TotalAssetsBOY |
| Total Assets EOY | 4495733 | TotalAssetsEOY |
| Total Liabilities BOY | 851124 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 815656 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3565355 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3680077 | NetAssetsOrFundBalancesEOY |
| Mission Description | Heartview Foundation is the provider of choice for quality chemical dependency treatment and education. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2098546 | Expense |
| Revenue | 2411158 | Revenue |
| Description | Heartview Foundation is an outpatient alcohol and drug abuse treatment center. Residential services provides 12 beds for individuals qualifying and that are screened into that level of care. Charity care was provided in the amount of $42,704. The number of residential patients served during the year was 138. The number of outpatients served during the year was 334. | Description |
| Total Program Service Expense | 2098546 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 11 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 57 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 0 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ryan Messer | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7012220386 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 E Broadway Ave | AddressLine1 |
| City | Bismarck | City |
| State | ND | State |
| ZIP Code | 58501 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| William Schmidt | ||||||
| President | 1.00 | X | X | 0 | 0 | 0 |
| William Miller | ||||||
| Vice President | 1.00 | X | X | 0 | 0 | 0 |
| Lance Schreiner | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Marlin Johnson | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Sharon Spaedy | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Pam Crawford | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Tom Regan | ||||||
| Secretary/Treasurer (Oct. - Jul.) | 1.00 | X | 0 | 0 | 0 | |
| Kurt Snyder | ||||||
| Executive Director | 40.00 | X | 78389 | 0 | 6204 | |
| Ryan Messer | ||||||
| Business Manager (Apr. - Sep.) | 40.00 | X | 0 | 0 | 0 | |
| Ruby Dannenfelzer | ||||||
| Business Manager (Oct. - Mar.) | 40.00 | X | 45269 | 0 | 2079 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 123658 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 8283 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 88393 | GovernmentGrants |
| All Other Contributions | 25733 | AllOtherContributions |
| Total Contributions | 114126 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Patient Service Income | 623990 | 2402027 | 2402027 |
| Other Revenue | 900099 | 9131 | 9131 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2411158 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 111669 | TotalRevenueColumn |
| Exclusion | $111,669 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2636953 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2411158 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $111,669 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160042 | Total |
| Management And General | 143746 | ManagementAndGeneral |
| Fundraising | 16296 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1156739 | Total |
| Program Services | 993523 | ProgramServices |
| Management And General | 163216 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53462 | Total |
| Program Services | 47648 | ProgramServices |
| Management And General | 5814 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132138 | Total |
| Program Services | 109706 | ProgramServices |
| Management And General | 22432 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106179 | Total |
| Program Services | 81650 | ProgramServices |
| Management And General | 24529 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10075 | Total |
| Management And General | 10075 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 290628 | Total |
| Program Services | 222266 | ProgramServices |
| Management And General | 68362 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45103 | Total |
| Program Services | 18471 | ProgramServices |
| Management And General | 26632 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119320 | Total |
| Program Services | 101196 | ProgramServices |
| Management And General | 18124 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22040 | Total |
| Program Services | 11020 | ProgramServices |
| Management And General | 11020 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14236 | Total |
| Program Services | 14236 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 737 | Total |
| Management And General | 737 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43550 | Total |
| Program Services | 43550 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81328 | Total |
| Program Services | 81328 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23456 | Total |
| Management And General | 23456 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Bad Debt Expense | 225557 | 225557 | |
| Patient Meals | 48505 | 48505 | |
| Collection Expense | 8641 | 8641 | |
| Recreation | 5079 | 5079 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104857 | Total |
| Program Services | 94811 | ProgramServices |
| Management And General | 10046 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2651672 | Total |
| Program Services | 2098546 | ProgramServices |
| Management And General | 536830 | ManagementAndGeneral |
| Fundraising | 16296 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 482938 | BOY |
| EOY | 460835 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4150 | BOY |
| EOY | 1300 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 414248 | BOY |
| EOY | 312384 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10237 | BOY |
| EOY | 12052 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8723 | BOY |
| EOY | 8731 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24628 | BOY |
| EOY | 37060 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2065806 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 476480 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1575594 | BOY |
| EOY | 1589326 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1895961 | BOY |
| EOY | 2074045 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4416479 | BOY |
| EOY | 4495733 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 160213 | BOY |
| EOY | 163621 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 21528 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 396950 | BOY |
| EOY | 383814 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 201135 | BOY |
| EOY | 179743 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92826 | BOY |
| EOY | 66950 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 851124 | BOY |
| EOY | 815656 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3011491 | BOY |
| EOY | 3205379 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 300597 | BOY |
| EOY | 221431 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 253267 | BOY |
| EOY | 253267 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3565355 | BOY |
| EOY | 3680077 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4416479 | BOY |
| EOY | 4495733 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -14719 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 85903 | ReconciliationUnrealizedInvest |
| Reconcilation Prior Adjustment | 17662 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | 25876 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6264 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 44078 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 132836 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 188449 | CurrentTaxYearMinus1Year |
| Current Tax Year | 114126 | CurrentTaxYear |
| Total | 485753 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2156537 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1950515 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2034077 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2431138 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2411158 | CurrentTaxYear |
| Total | 10983425 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2162801 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1994593 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2166913 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2619587 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2525284 | CurrentTaxYear |
| Total | 11469178 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 3731 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 46912 | CurrentTaxYearMinus2Years |
| Current Tax Year | 15413 | CurrentTaxYear |
| Total | 66056 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 3731 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 46912 | CurrentTaxYearMinus2Years |
| Current Tax Year | 15413 | CurrentTaxYear |
| Total | 66056 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 11403122 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 46390 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 57918 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 517 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 113715 | CurrentTaxYearMinus1Year |
| Current Tax Year | 95703 | CurrentTaxYear |
| Total | 314243 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 46390 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 57918 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 517 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 113715 | CurrentTaxYearMinus1Year |
| Current Tax Year | 95703 | CurrentTaxYear |
| Total | 314243 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 406 | CurrentTaxYearMinus4Years |
| Total | 406 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2209597 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2052511 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2167430 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2733302 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2620987 | CurrentTaxYear |
| Total | 11783827 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.96770 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.97260 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02670 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02230 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 223333 | OtherCostOrOtherBasis |
| Book Value | 223333 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1493648 | OtherCostOrOtherBasis |
| Depreciation | 258118 | Depreciation |
| Book Value | 1235530 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 308509 | OtherCostOrOtherBasis |
| Depreciation | 204687 | Depreciation |
| Book Value | 103822 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 40316 | OtherCostOrOtherBasis |
| Depreciation | 13675 | Depreciation |
| Book Value | 26641 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1589326 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Interest Rate Swap Obligation | Description |
| Amount | $66,950 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 66950 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 2748732 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 85903 | NetUnrealizedGainsInvestments |
| Other Revenues | 25876 | OtherRevenues |
| Revenue Not Rptd F990 | 111779 | RevenueNotRptdF990 |
| Revenue Subtotal | 2636953 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2636953 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2651672 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2651672 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2651672 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Uncertain Tax Positions Under FIN 48: | Part X, Line 2: | Heartview Foundation is a North Dakota nonprofit corporation and has been recognized by the Internal Revenue Service as exempt from federal income taxes under Internal Revenue Code Section 501(c)(3). The Foundation is required to file an annual Return of Organization Exempt from Income Tax (Form 990) with the IRS. In addition, the Foundation is subject to income tax on net income that is derived from business activities that are unrelated to its exempt purpose. The Foundation has determined it is not subject to unrelated business income tax and has not filed an Exempt Organization Business Income Tax Return (Form 990T) with the IRS. The Foundation believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The Foundation would recognize future accrued interest and penalties related to unrecognized tax liabilities in income tax expense if such interest and penalties are incurred. |
| Part XI, Line 2d - Other Adjustments: | Change in fair market value of interest rate swap 25,876. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Burleigh County North Dakota | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 456002204 | IssuerEIN |
| Date Issued | 2006-07-27 | DateIssued |
| Issue Price | 500000 | IssuePrice |
| Description Of Purpose | Acquisition of Real Property | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | 500000 | TotalProceeds |
| Capital Expenditures | 500000 | CapitalExpenditures |
| Year Of Subst Completion | 2007 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Bond Iss Meet Prvt Security Pay Test | 0 | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedProp |
| Non Qualified Bond Remed Procdrs | 0 | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiled |
| Rebate Not Due Yet | 0 | RebateNotDueYet |
| Exception To Rebate | 1 | ExceptionToRebate |
| No Rebate Due | 0 | NoRebateDue |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wells Fargo Bank | BusinessNameLine1 |
| Business Name Line2 | NA | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 20.000000000000 | TermOfHedge |
| Superintegrated Hedge | 0 | SuperintegratedHedge |
| Hedge Terminated | 0 | HedgeTerminated |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | 0 | ProcToUndertkCorrectiveAction |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 8b | The Organization does not have any committees with the authority to act on behalf of the governing body. | |
| Form 990, Part VI, Section B, line 11 | Heartview Foundation's Executive Director and Business Manager review the 990 and approve the draft. The 990 will be mailed to the Board of Directors as part of their monthly mailing, and they will receive a copy prior to it being filed with the IRS. | |
| Form 990, Part VI, Section B, line 12 | There have been no conflicts of interest that have risen. Any director having a conflict or potential conflict of personal or financial interest on a matter before the board, should not vote or use personal influence on the matter. The Director is responsible for disclosing such conflict or potential conflicts. The minutes of the meeting shall reflect that a disclosure was made and that the Director abstained from voting. This policy shall not be construed as preventing a Director from briefly stating a position nor from answering pertinent questions. | |
| In the budgeting process, the rate of pay is reviewed and a percentage of increase is recommended to the Board of Directors. The budget is prepared with that percentage of raise in it. The board members ask the Business Manager and Executive Director to leave the room, and they make their own recommendation for the Business Manager and Executive Director's salary. A motion is then made for approval and a vote is taken. This process last took place in October 2013. | ||
| 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. | |
| Form 990, Part IX, line 11g | Consulting: Program service expenses 191,276. Management and general expenses 18,371. Fundraising expenses 0. Total expenses 209,647. Other Fees: Program service expenses 30,990. Management and general expenses 49,991. Fundraising expenses 0. Total expenses 80,981. | Other Fees |
| Form 990, Part XI, line 9: | Change in fair market value of interest rate swap 25,876. | Changes in Net Assets or Fund Balances: |