Civic Intelligence

The Heart & Soul Charitable Fund Inc

EIN 13-3879288 • 501(c)3 • New York, NY

Profile

To support community-based programs that SERVE NY'S MARGINALIZED POPULATIONS THROUGH THE INVESTMENT OF TIME, MONEY AND COMPASSION. TOGETHER WITH OUR PARTNERS AND SUPPORTERS, WE FIND CREATIVE AND INSPIRING WAYS TO SUSTAIN THE CRITICAL WORK THEY DO BY MAKING GRANTS TO EMERGING AND WORTHY NEIGHBORHOOD-BASED ORG. WHOSE NEEDS ARE NOT ADDRESSED BY LARGER CHARITABLE ONE.

1157 Lexington AvenueNew York, NY 10075

www.heartandsoulfund.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

80th percentile

0.03x

Higher debt load relative to assets than 80% of similar nonprofits.

NTEE T30 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

83rd percentile

0.05x

Higher debt load relative to revenue than 83% of similar nonprofits.

NTEE T30 • <$500k nonprofits • Source year 2024

Net Margin

21st percentile

-26%

Higher net margin than 21% of similar nonprofits.

NTEE T30 • <$500k nonprofits • Source year 2024

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

NTEE T30 • <$500k nonprofits • Source year 2024

Asset Growth

36th percentile

-9.6%

Faster asset growth than 36% of similar nonprofits.

NTEE T30 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-43%

Faster revenue growth than 22% of similar nonprofits.

NTEE T30 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$323,248

Down $34,521 (-9.6%) from 2023

Liabilities

Up

$9,700

Up $9,700 from 2023

Net Assets

Down

$313,548

Down $44,221 (-12%) from 2023

Operations
Liabilities / Revenue83rd percentileNet Margin21st percentile

Revenue

Down

$179,656

Down $133,799 (-43%) from 2023

Expenses

Up

$226,234

Up $8,305 (+3.8%) from 2023

Net Income

Down

-$46,578

Down $142,104 (-149%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2012: $317,725Liabilities 2012: $70,832Net Assets 2012: $246,8932012Assets 2013: $304,132Liabilities 2013: $78,309Net Assets 2013: $225,8232013Assets 2014: $295,433Liabilities 2014: $105,318Net Assets 2014: $190,1152014Assets 2015: $226,824Liabilities 2015: $64,200Net Assets 2015: $162,6242015Assets 2016: $241,399Liabilities 2016: $140,000Net Assets 2016: $101,3992016Assets 2017: $242,175Liabilities 2017: $155,500Net Assets 2017: $86,6752017Assets 2018: $250,459Liabilities 2018: $162,172Net Assets 2018: $88,2872018Assets 2019: $203,373Liabilities 2019: $98,634Net Assets 2019: $104,7392019Assets 2020: $147,701Liabilities 2020: $0Net Assets 2020: $147,7012020Assets 2021: $191,299Liabilities 2021: $0Net Assets 2021: $191,2992021Assets 2022: $270,172Liabilities 2022: $10,000Net Assets 2022: $260,1722022Assets 2023: $357,769Liabilities 2023: $0Net Assets 2023: $357,7692023Assets 2024: $323,248Liabilities 2024: $9,700Net Assets 2024: $313,5482024

Highlighted filing

2024

Assets$323,248
Liabilities$9,700
Net Assets$313,548
Open 2024 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2012: $288,866Expenses 2012: $325,065Net Income 2012: -$36,1992012Revenue 2013: $323,285Expenses 2013: $344,355Net Income 2013: -$21,0702013Revenue 2014: $307,871Expenses 2014: $343,579Net Income 2014: -$35,7082014Revenue 2015: $236,940Expenses 2015: $264,431Net Income 2015: -$27,4912015Revenue 2016: $189,713Expenses 2016: $250,938Net Income 2016: -$61,2252016Revenue 2017: $213,511Expenses 2017: $228,235Net Income 2017: -$14,7242017Revenue 2018: $204,749Expenses 2018: $203,137Net Income 2018: $1,6122018Revenue 2019: $232,462Expenses 2019: $216,010Net Income 2019: $16,4522019Revenue 2020: $208,464Expenses 2020: $221,384Net Income 2020: -$12,9202020Revenue 2021: $226,774Expenses 2021: $183,176Net Income 2021: $43,5982021Revenue 2022: $210,420Expenses 2022: $141,547Net Income 2022: $68,8732022Revenue 2023: $313,455Expenses 2023: $217,929Net Income 2023: $95,5262023Revenue 2024: $179,656Expenses 2024: $226,234Net Income 2024: -$46,5782024

Highlighted filing

2024

Revenue$179,656
Expenses$226,234
Net Income-$46,578
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$323,248
Liabilities
$9,700
Net assets
$313,548
Revenue
$179,656
Expenses
$226,234
Net income
-$46,578
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.23$0.10$3.14$1.80$2.26$0.47
2023Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$3.13$2.18$0.96
2022Detailed filing. Detailed filing data is available for this year.$2.70$0.10$2.60$2.10$1.42$0.69
2021Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$2.27$1.83$0.44
2020Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$2.08$2.21$0.13
2019Detailed filing. Detailed filing data is available for this year.$2.03$0.99$1.05$2.32$2.16$0.16
2018Detailed filing. Detailed filing data is available for this year.$2.50$1.62$0.88$2.05$2.03$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.42$1.56$0.87$2.14$2.28$0.15
2016Detailed filing. Detailed filing data is available for this year.$2.41$1.40$1.01$1.90$2.51$0.61
2015Summary only. Only limited summary data is available for this year.$2.27$0.64$1.63$2.37$2.64$0.27
2014Summary only. Only limited summary data is available for this year.$2.95$1.05$1.90$3.08$3.44$0.36
2013Summary only. Only limited summary data is available for this year.$3.04$0.78$2.26$3.23$3.44$0.21
2012Summary only. Only limited summary data is available for this year.$3.18$0.71$2.47$2.89$3.25$0.36
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$179,656
Mission and Program Overview

Mission

To support community-based programs that SERVE NY'S MARGINALIZED POPULATIONS THROUGH

To support community-based programs that SERVE NYS MARGINALIZED POPULATIONS THROUGH THE INVESTMENT OF TIME, MONEY AND COMPASSION. TOGETHER WITH OUR PARTNERS AND SUPPORTERS, WE FIND CREATIVE AND INSPIRING WAYS TO SUSTAIN THE CRITICAL WORK THEY DO BY MAKING GRANTS TO EMERGING AND WORTHY NEIGHBORHOOD-BASED ORG. WHOSE NEEDS ARE NOT ADDRESSED BY LARGER CHARITABLE ONE.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$180,248$211,867▲ $31,619
Cash and Non-Interest-Bearing Accounts$177,088$111,087▼ $66,001
Total Assets$357,769$323,248▼ $34,521
Other Assets Total$433$294▼ $139
Liabilities
Grants Payable-$6,000-
Accounts Payable and Accrued Expenses-$3,700-
Total Liabilities$0$9,700▲ $9,700
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$357,769$313,548▼ $44,221
Total Net Assets Fund Balance$357,769$313,548▼ $44,221
Total Liabilities and Net Assets / Fund Balance$357,769$323,248▼ $34,521
Compensation and Service Providers
Top Officer Pay93rd percentile

Board Members and Trustees

NameTitle
Jeff FriedlanderPresident/director
Ben YandellDirector
Jeong-a KimDirector
Laura Hepler TappeDirector
Rachel ZiembaDirector
Robin BossertDirector
TARA McNAMARADirector
Paula StelznerSecretary/director
Thomas BlumTreasurer/director
Revenue and Support

Revenue Composition

Contributions and Grants
$168,843
Program Service Revenue
$0
Investment Income
$10,813
Other Revenue
$0
All Other Contributions
$168,843
Change in Net Assets
$-46,578

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded5$38,462Fair Market Value
Total Noncash Contributions5$38,462-

Audited Revenue Reconciliation

Revenue per Audited Statements
$179,656
Revenue Not Reported on Form 990
$2,357
Total Revenue per Audited Statements
$182,013
Total Revenue per Form 990
$179,656
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$215,150
Other Expenses$11,084
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$215,150--$215,150
Fees for Services Accounting$0$3,700$0$3,700
Other Expenses$1,089$1,769$0$2,858
Information Technology$0$1,885$0$1,885
Office Expenses$0$663$0$663
Total Functional Expenses$216,239$9,995$0$226,234

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$226,234
Total Expenses per Audited Statements$226,234
Total Expenses per Form 990$226,234
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
All Souls Fbo Monday Night HospitalityNy, NY-Finl Support$70,000
Friday Soup Kitchen Nyc IncNy, NY-Finl Support$68,150
The Navigators USABrooklyn, NY-Finl Support$40,000
Gotham PantryNew York, NY-Finl Support$10,000
Uuptown Paddling IncNew York, NY-Finl Support$8,000
Musica Viva IncNew York, NY-Finl Support$6,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
The Heart & Soul Charitable Fund Inc
EIN
13-3879288
Phone
9177699547
Address
1157 LEXINGTON AVENUE, NEW YORK, NY 10075

Signing Officer

Name
Thomas Blum
Title
Treasurer
Phone
9177699547
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Blum
Formed
1988
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
25

Preparer

Firm
Mei Yang CPA Pllc
Address
2 E BROADWAY 4TH FL STE 403, NEW YORK, NY 10038
Preparer
Mei Yang
Phone
2122271160
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Form 990 is reviewed by a person designated by the board before it is filed.”

Financial Statement Notes

Pt X, Line 2

“Fin 48 financial statement footnote: the organization is exempt from federal taxes under section 501c3 of the code and from state and local taxes under comparable laws. As of june 30,2024, no amounts have been recognized for any uncertain income tax positions. The organizations tax return for the fiscal year 2021 and forward are subject to the usual review by the appropriate taxing authorities.”

Raw XML AppendixShowing 400 of 421 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.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FIN 48 FINANCIAL STATEMENT FOOTNOTE: THE ORGANIZATION IS EXEMPT FROM FEDERAL TAXES UNDER SECTION 501C3 OF THE CODE AND FROM STATE AND LOCAL TAXES UNDER COMPARABLE LAWS. AS OF JUNE 30,2024, NO AMOUNTS HAVE BEEN RECOGNIZED FOR ANY UNCERTAIN INCOME TAX POSITIONS. THE ORGANIZATIONS TAX RETURN FOR THE FISCAL YEAR 2021 AND FORWARD ARE SUBJECT TO THE USUAL REVIEW BY THE APPROPRIATE TAXING AUTHORITIES.
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3FINL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4FINL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5FINL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE NAVIGATORS USA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1FRIDAY SOUP KITCHEN NYC INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ALL SOULS FBO MONDAY NIGHT HOSPITALITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3UUPTOWN PADDLING INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4MUSICA VIVA INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5GOTHAM PANTRY
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS BLUM
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HEART & SOUL CHARITABLE FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0133879288

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