Civic Intelligence

The Charitable Heart Inc

990EZ • Fiscal year 2014 • EIN 04-3145166

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 27, 2015

Organization ProfileN/A
181 Worcester RoadNatick, 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.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

47th percentile

2.0%

Higher net margin than 47% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

76th percentile

$3,528

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 7.5% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

49th percentile

1.5%

Faster asset growth than 49% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

15th percentile

-32%

Faster revenue growth than 15% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$61,891

Up $932 (+1.5%) from 2013

Net Assets

Up

$61,891

Up $932 (+1.5%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin47th percentile

Revenue

Down

$47,036

Down $22,326 (-32%) from 2013

Expenses

Down

$46,104

Down $27,384 (-37%) from 2013

Net Income

Up

$932

Up $5,058 (+123%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2014

Assets$61,891
Liabilities$0
Net Assets$61,891
Open 2014 Filing

Operations Trend

Revenue Growth15th 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

2014

Revenue$47,036
Expenses$46,104
Net Income$932
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 27, 2015
Return Version
2014v5.0
Gross Receipts
$47,036
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$43,327
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARCIA L O'NEILDirector & PresidentPT$0$3,528$3,528
JOHN O'NEILDirector & TreasurerPT$0$629$629
ROBERT SILVESTERDirector-$0--
RICHARD HERRINGDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Charitable Heart Inc
EIN
04-3145166
Phone
5086552460
Address
181 WORCESTER ROAD, NATICK, MA 01760

Signing Officer

Name
MARCIA O'NEIL
Title
President
Phone
5085452299
Signed
2015-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Baumann & Baumann Cpas
Address
62 WALNUT STREET, WELLESLEY, MA 02481
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: 12/18/14. Amount given: 4,000.”

Form 990-ez, Part I, Line 14

“Description: depreciation. Amount: 41. Description: other expenses. Amount: 28,986. Total to form 990-ez, line 14: 29,027.”

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

“Description: liability insurance. Amount: 2,040. Description: credit card & bank service fees. Amount: 1,095. Description: sales tax. Amount: 427. Description: office & fees. Amount: 2,658. Total to form 990-ez, line 16: 6,220.”

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.”

Raw XML Appendix153 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/AddressLine1Txt010 SNOW STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SHERBORN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001770
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01621
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02594
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt045036
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0932
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02700
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt060959
IRS990EZ/Form990TotalAssetsGrp/EOYAmt061891
IRS990EZ/GainOrLossFromSaleOfAssetsAmt02000
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04000
IRS990EZ/GrossReceiptsAmt047036
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt0983
IRS990EZ/LandAndBuildingsGrp/EOYAmt0942
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt060959
IRS990EZ/NetAssetsOrFundBalancesEOYAmt061891
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt060959
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt061891
IRS990EZ/OccupancyRentUtltsAndMaintAmt029027
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt033.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt133.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt03528
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt1629
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/BOYAmt058355
IRS990EZ/OtherAssetsTotalDetail/EOYAmt058355
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt06220
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/ProgramServiceExpensesAmt043327
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt04157
IRS990EZ/SaleOfAssetsGrossAmt02000
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/TotalExpensesAmt046104
IRS990EZ/TotalProgramServiceExpensesAmt043327
IRS990EZ/TotalRevenueAmt047036
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt045036
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt069362
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt086280
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt096084
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0100929
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0397691
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0397691
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt045036
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt069362
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt086280
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt096084
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0100929
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0397691
IRS990ScheduleA/TotalSupportAmt0397691
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: 12/18/14. AMOUNT GIVEN: 4,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEPRECIATION. AMOUNT: 41. DESCRIPTION: OTHER EXPENSES. AMOUNT: 28,986. TOTAL TO FORM 990-EZ, LINE 14: 29,027.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: LIABILITY INSURANCE. AMOUNT: 2,040. DESCRIPTION: CREDIT CARD & BANK SERVICE FEES. AMOUNT: 1,095. DESCRIPTION: SALES TAX. AMOUNT: 427. DESCRIPTION: OFFICE & FEES. AMOUNT: 2,658. TOTAL TO FORM 990-EZ, LINE 16: 6,220.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: INVENTORIES FOR SALE. BEG. OF YEAR AMOUNT: 58,355. END OF YEAR AMOUNT: 58,355.
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/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARCIA O'NEIL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05085452299
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CHARITABLE HEART INC
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0043145166
ReturnHeader/Filer/PhoneNum05086552460
ReturnHeader/Filer/USAddress/AddressLine1Txt0181 WORCESTER ROAD
ReturnHeader/Filer/USAddress/CityNm0NATICK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001760
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043006399
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAUMANN & BAUMANN CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt062 WALNUT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WELLESLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002481
ReturnHeader/PreparerPersonGrp/PhoneNum07812390190
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARL M BAUMANN
ReturnHeader/ReturnTs02015-04-27T14:48:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,891
Liabilities
$0
Net assets
$61,891
Revenue
$47,036
Expenses
$46,104
Net income
$932
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