Civic Intelligence

The Charitable Heart Inc

990EZ • Fiscal year 2013 • EIN 04-3145166

Jan 01, 2013 to Dec 31, 2013 • Filed on May 10, 2014

Organization ProfileN/A
181 Worcester RoadSherborn, MA 01760

(508) 655-2460

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

29th percentile

-5.9%

Higher net margin than 29% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

77th percentile

$9,000

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 13.0% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

33rd percentile

-6.3%

Faster asset growth than 33% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

22nd percentile

-20%

Faster revenue growth than 22% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$60,959

Down $4,126 (-6.3%) from 2012

Net Assets

Down

$60,959

Down $4,126 (-6.3%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin29th percentile

Revenue

Down

$69,362

Down $16,918 (-20%) from 2012

Expenses

Down

$73,488

Down $12,946 (-15%) from 2012

Net Income

Down

-$4,126

Down $3,972 (-2579%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2010: $64,461Liabilities 2010: $84Net Assets 2010: $64,3772010Assets 2011: $65,239Liabilities 2011: $0Net Assets 2011: $65,2392011Assets 2012: $65,085Liabilities 2012: $0Net Assets 2012: $65,0852012Assets 2013: $60,959Liabilities 2013: $0Net Assets 2013: $60,9592013Assets 2014: $61,891Liabilities 2014: $0Net Assets 2014: $61,8912014Assets 2015: $68,774Liabilities 2015: $0Net Assets 2015: $68,7742015Assets 2016: $61,252Liabilities 2016: $0Net Assets 2016: $61,2522016

Highlighted filing

2013

Assets$60,959
Liabilities$0
Net Assets$60,959
Open 2013 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2010: $100,929Expenses 2010: $101,757Net Income 2010: -$8282010Revenue 2011: $96,064Expenses 2011: $95,202Net Income 2011: $8622011Revenue 2012: $86,280Expenses 2012: $86,434Net Income 2012: -$1542012Revenue 2013: $69,362Expenses 2013: $73,488Net Income 2013: -$4,1262013Revenue 2014: $47,036Expenses 2014: $46,104Net Income 2014: $9322014Revenue 2015: $54,684Expenses 2015: $47,801Net Income 2015: $6,8832015Revenue 2016: $11,519Expenses 2016: $19,041Net Income 2016: -$7,5222016

Highlighted filing

2013

Revenue$69,362
Expenses$73,488
Net Income-$4,126
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 10, 2014
Return Version
2013v3.0
Gross Receipts
$69,362
Mission and Program Overview

Mission

Thrift shop proceeds to american heart assn.

Program Services

DescriptionGrantsExpenses
SALE OF DONATED PROPERTY, SUCH AS CLOTHING AND FURNITURE FOR THE PURPOSE OF RAISING FUNDS TO BE DONATED TO OTHER CHARITIES. ONE UNRESTRICTED GRANT MADE TO AMERICAN HEART ASSN.$4,000$70,816
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARCIA L O'NEILDirector & PresidentFT$0$9,000$9,000
JOHN O'NEILDirector & TreasurerFT$0$2,099$2,099
ROBERT SILVESTERDirector-$0--
RICHARD HERRINGDirector-$0--
Filing and Contact Details

Filer

EIN
04-3145166
Phone
5086552460

Signing Officer

Name
MARCIA O'NEIL
Title
President
Phone
5085452299
Signed
2014-05-10
Discuss with paid preparer
Yes

Preparer

Preparer
Karl M Baumann
Phone
7812390190
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: grant. Grantee name: american heart association. Grantee address: 7272 greenville avenue dallas, tx 75231. Grantee relationship: none. Property description: cash. Date of gift: 12/15/13. Amount given: 4,000.”

Form 990-ez, Part I, Line 14

“Description: depreciation. Amount: 41. Description: other expenses. Amount: 45,813. Total to form 990-ez, line 14: 45,854.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: liability insurance. Amount: 2,190. Description: credit card & bank service fees. Amount: 2,018. Description: sales tax. Amount: 613. Description: truck expense. Amount: 1,223. Description: office & fees. Amount: 2,721. Description: workers compensation insurance. Amount: 540. Total to form 990-ez, line 16: 9,305.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: inventories for sale. Beg. Of year amount: 58,355. End of year amount: 58,355. Description: rent deposit. Beg. Of year amount: 5,000. End of year amount: 0.”

Raw XML Appendix151 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0JOHN O'NEIL
IRS990EZ/BooksInCareOfDetail/PhoneNum05086552460
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1010 SNOW STREET
IRS990EZ/BooksInCareOfDetail/USAddress/City0SHERBORN
IRS990EZ/BooksInCareOfDetail/USAddress/State0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode001770
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0706
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01621
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt069362
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-4126
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03230
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt065085
IRS990EZ/Form990TotalAssetsGrp/EOYAmt060959
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04000
IRS990EZ/GrossReceiptsAmt069362
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt01024
IRS990EZ/LandAndBuildingsGrp/EOYAmt0983
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt065085
IRS990EZ/NetAssetsOrFundBalancesEOYAmt060959
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt065085
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt060959
IRS990EZ/OccupancyRentUtltsAndMaintAmt045854
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt09000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt12099
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARCIA L O'NEIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN O'NEIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT SILVESTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RICHARD HERRING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR & PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR & TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt063355
IRS990EZ/OtherAssetsTotalDetail/EOYAmt058355
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt09305
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THRIFT SHOP PROCEEDS TO AMERICAN HEART ASSN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SALE OF DONATED PROPERTY, SUCH AS CLOTHING AND FURNITURE FOR THE PURPOSE OF RAISING FUNDS TO BE DONATED TO OTHER CHARITIES. ONE UNRESTRICTED GRANT MADE TO AMERICAN HEART ASSN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt070816
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt011099
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt073488
IRS990EZ/TotalProgramServiceExpensesAmt070816
IRS990EZ/TotalRevenueAmt069362
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt069362
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt086280
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt096084
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0100929
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0110260
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0462915
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct00.99380
IRS990ScheduleA/PublicSupportTotal170Amt0462915
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt069362
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt086280
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt096084
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0100929
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0110260
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0462915
IRS990ScheduleA/TotalSupportAmt0462915
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: GRANT. GRANTEE NAME: AMERICAN HEART ASSOCIATION. GRANTEE ADDRESS: 7272 GREENVILLE AVENUE DALLAS, TX 75231. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/15/13. AMOUNT GIVEN: 4,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEPRECIATION. AMOUNT: 41. DESCRIPTION: OTHER EXPENSES. AMOUNT: 45,813. TOTAL TO FORM 990-EZ, LINE 14: 45,854.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: LIABILITY INSURANCE. AMOUNT: 2,190. DESCRIPTION: CREDIT CARD & BANK SERVICE FEES. AMOUNT: 2,018. DESCRIPTION: SALES TAX. AMOUNT: 613. DESCRIPTION: TRUCK EXPENSE. AMOUNT: 1,223. DESCRIPTION: OFFICE & FEES. AMOUNT: 2,721. DESCRIPTION: WORKERS COMPENSATION INSURANCE. AMOUNT: 540. TOTAL TO FORM 990-EZ, LINE 16: 9,305.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: INVENTORIES FOR SALE. BEG. OF YEAR AMOUNT: 58,355. END OF YEAR AMOUNT: 58,355. DESCRIPTION: RENT DEPOSIT. BEG. OF YEAR AMOUNT: 5,000. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARCIA O'NEIL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05085452299
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE CHARITABLE HEART INC
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0043145166
ReturnHeader/Filer/PhoneNum05086552460
ReturnHeader/Filer/USAddress/AddressLine10181 WORCESTER ROAD
ReturnHeader/Filer/USAddress/City0NATICK
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001760
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043006399
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BAUMANN & BAUMANN CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1062 WALNUT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WELLESLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode002481
ReturnHeader/PreparerPersonGrp/PhoneNum07812390190
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARL M BAUMANN
ReturnHeader/ReturnTs02014-05-10T09:19:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,959
Liabilities
$0
Net assets
$60,959
Revenue
$69,362
Expenses
$73,488
Net income
-$4,126
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.12$0.19$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.55$0.48$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.47$0.46$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.69$0.73$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.00$0.65$0.86$0.86$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.00$0.65$0.96$0.95$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.00$0.64$1.01$1.02$0.01