Civic Intelligence

The Charitable Heart Inc

990EZ • Fiscal year 2015 • EIN 04-3145166

Jan 01, 2015 to Dec 31, 2015 • Filed on Feb 12, 2016

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$479

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$68,774

Up $6,883 (+11%) from 2014

Net Assets

Up

$68,774

Up $6,883 (+11%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin68th percentile

Revenue

Up

$54,684

Up $7,648 (+16%) from 2014

Expenses

Up

$47,801

Up $1,697 (+3.7%) from 2014

Net Income

Up

$6,883

Up $5,951 (+639%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2015

Assets$68,774
Liabilities$0
Net Assets$68,774
Open 2015 Filing

Operations Trend

Revenue Growth69th 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

2015

Revenue$54,684
Expenses$47,801
Net Income$6,883
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Feb 12, 2016
Return Version
2015v2.1
Gross Receipts
$54,684
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$44,946
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARCIA L O'NEILDirector & PresidentPT$0$479$479
JOHN O'NEILDirector & TreasurerPT$0$479$479
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
2016-02-12
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: 12/18/15. Amount given: 4,000.”

Form 990-ez, Part I, Line 14

“Description: depreciation. Amount: 41. Description: other expenses. Amount: 34,114. Total to form 990-ez, line 14: 34,155.”

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

“Description: liability insurance. Amount: 1,894. Description: credit card & bank service fees. Amount: 1,279. Description: sales tax. Amount: 313. Description: office & fees. Amount: 2,397. Total to form 990-ez, line 16: 5,883.”

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/BOYAmt02594
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09518
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt025019
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt06883
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02805
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt061891
IRS990EZ/Form990TotalAssetsGrp/EOYAmt068774
IRS990EZ/GainOrLossFromSaleOfAssetsAmt029665
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04000
IRS990EZ/GrossReceiptsAmt054684
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt0942
IRS990EZ/LandAndBuildingsGrp/EOYAmt0901
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt061891
IRS990EZ/NetAssetsOrFundBalancesEOYAmt068774
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt061891
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt068774
IRS990EZ/OccupancyRentUtltsAndMaintAmt034155
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/EmployeeBenefitProgramAmt0479
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt1479
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/OtherExpensesTotalAmt05883
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/ProgramServiceExpensesAmt044946
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt0958
IRS990EZ/SaleOfAssetsGrossAmt029665
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/TotalExpensesAmt047801
IRS990EZ/TotalProgramServiceExpensesAmt044946
IRS990EZ/TotalRevenueAmt054684
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt025019
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt045036
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt069362
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt086280
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt096084
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0321781
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0321781
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt025019
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt045036
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt069362
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt086280
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt096084
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0321781
IRS990ScheduleA/TotalSupportAmt0321781
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: 12/18/15. AMOUNT GIVEN: 4,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEPRECIATION. AMOUNT: 41. DESCRIPTION: OTHER EXPENSES. AMOUNT: 34,114. TOTAL TO FORM 990-EZ, LINE 14: 34,155.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: LIABILITY INSURANCE. AMOUNT: 1,894. DESCRIPTION: CREDIT CARD & BANK SERVICE FEES. AMOUNT: 1,279. DESCRIPTION: SALES TAX. AMOUNT: 313. DESCRIPTION: OFFICE & FEES. AMOUNT: 2,397. TOTAL TO FORM 990-EZ, LINE 16: 5,883.
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/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARCIA O'NEIL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05085452299
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-12
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/ReturnTs02016-02-15T00:00:00-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,774
Liabilities
$0
Net assets
$68,774
Revenue
$54,684
Expenses
$47,801
Net income
$6,883
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