Civic Intelligence

The Charitable Heart Inc

990EZ • Fiscal year 2016 • EIN 04-3145166

Jan 01, 2016 to Dec 31, 2016 • Filed on Feb 16, 2017

Organization ProfileN/A
10 Snow StreetSherborn, MA 01770

(508) 545-2299

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

7th percentile

-65%

Higher net margin than 7% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

28th percentile

-11%

Faster asset growth than 28% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-79%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$61,252

Down $7,522 (-11%) from 2015

Net Assets

Down

$61,252

Down $7,522 (-11%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin7th percentile

Revenue

Down

$11,519

Down $43,165 (-79%) from 2015

Expenses

Down

$19,041

Down $28,760 (-60%) from 2015

Net Income

Down

-$7,522

Down $14,405 (-209%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2016

Assets$61,252
Liabilities$0
Net Assets$61,252
Open 2016 Filing

Operations Trend

Revenue Growth4th 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

2016

Revenue$11,519
Expenses$19,041
Net Income-$7,522
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 16, 2017
Return Version
2016v3.0
Gross Receipts
$11,519
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.$0$16,076
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARCIA L O'NEILDirector & PresidentPT$0--
JOHN O'NEILDirector & TreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
The Charitable Heart Inc
EIN
04-3145166
Phone
5085452299
Address
10 SNOW STREET, SHERBORN, MA 01770

Signing Officer

Name
MARCIA O'NEIL
Title
President
Phone
5085452299
Signed
2017-02-16
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 14

“Description: depreciation. Amount: 41. Description: other expenses. Amount: 11,565. Total to form 990-ez, line 14: 11,606.”

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

“Description: liability insurance. Amount: 2,160. Description: credit card & bank service fees. Amount: 1,276. Description: sales tax. Amount: 269. Description: office & fees. Amount: 815. Total to form 990-ez, line 16: 4,520.”

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

“Description: inventories for sale. Beg. Of year amount: 58,355. End of year amount: 47,743.”

Raw XML Appendix143 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/AddressChangeInd0X
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/BOYAmt09518
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012649
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt011519
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-7522
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02915
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt068774
IRS990EZ/Form990TotalAssetsGrp/EOYAmt061252
IRS990EZ/GrossReceiptsAmt011519
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt0901
IRS990EZ/LandAndBuildingsGrp/EOYAmt0860
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt068774
IRS990EZ/NetAssetsOrFundBalancesEOYAmt061252
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt068774
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt061252
IRS990EZ/OccupancyRentUtltsAndMaintAmt011606
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt033.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt133.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARCIA L O'NEIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN O'NEIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR & PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR & TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt058355
IRS990EZ/OtherAssetsTotalDetail/EOYAmt047743
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt04520
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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016076
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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/TotalExpensesAmt019041
IRS990EZ/TotalProgramServiceExpensesAmt016076
IRS990EZ/TotalRevenueAmt011519
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt011519
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt025019
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt045036
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt069362
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt086280
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0237216
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0237216
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt011519
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt025019
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt045036
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt069362
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt086280
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0237216
IRS990ScheduleA/TotalSupportAmt0237216
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DEPRECIATION. AMOUNT: 41. DESCRIPTION: OTHER EXPENSES. AMOUNT: 11,565. TOTAL TO FORM 990-EZ, LINE 14: 11,606.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: LIABILITY INSURANCE. AMOUNT: 2,160. DESCRIPTION: CREDIT CARD & BANK SERVICE FEES. AMOUNT: 1,276. DESCRIPTION: SALES TAX. AMOUNT: 269. DESCRIPTION: OFFICE & FEES. AMOUNT: 815. TOTAL TO FORM 990-EZ, LINE 16: 4,520.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: INVENTORIES FOR SALE. BEG. OF YEAR AMOUNT: 58,355. END OF YEAR AMOUNT: 47,743.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARCIA O'NEIL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05085452299
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CHARITABLE HEART INC
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0043145166
ReturnHeader/Filer/PhoneNum05085452299
ReturnHeader/Filer/USAddress/AddressLine1Txt010 SNOW STREET
ReturnHeader/Filer/USAddress/CityNm0SHERBORN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001770
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E89E6E2D8197F74679E2E0ACB43D5627CB6B2E73
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C1634E5A3DE4813B4765FB01FC7AA263A4BA57F4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.13.111.61
ReturnHeader/FilingSecurityInformation/IPDt02017-02-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm012:35:07
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/ReturnTs02017-02-27T10:36:55-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,252
Liabilities
$0
Net assets
$61,252
Revenue
$11,519
Expenses
$19,041
Net income
-$7,522
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