Civic Intelligence

Hearts & Lives

990 • Fiscal year 2016 • EIN 20-0867845

Jul 01, 2015 to Jun 30, 2016 • Filed on Apr 03, 2017

PO Box 4644Blue Jay, CA 92317

(909) 338-3222

Siviq Scores

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

Liabilities / Assets

81st percentile

0.17x

Higher debt load relative to assets than 81% of similar nonprofits.

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

Liabilities / Revenue

75th percentile

0.04x

Higher debt load relative to revenue than 75% of similar nonprofits.

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

Net Margin

58th percentile

6.9%

Higher net margin than 58% of similar nonprofits.

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

Top Officer Pay

94th percentile

$60,000

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 13.3% of source-year revenue.

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

Asset Growth

72nd percentile

20%

Faster asset growth than 72% of similar nonprofits.

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

Revenue Growth

42nd percentile

-4.4%

Faster revenue growth than 42% of similar nonprofits.

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

Assets

Up

$114,667

Up $18,869 (+20%) from 2015

Net Assets

Up

$94,689

Up $31,346 (+49%) from 2015

Liabilities

Down

$19,978

Down $12,477 (-38%) from 2015

Revenue

Down

$451,401

Down $21,016 (-4.4%) from 2015

Expenses

Down

$420,055

Down $65,195 (-13%) from 2015

Net Income

Up

$31,346

Up $44,179 (+344%) from 2015

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0-$100KAssets 2011: $62,200Liabilities 2011: $3,351Net Assets 2011: $58,8492011Assets 2012: $69,876Liabilities 2012: $28,231Net Assets 2012: $41,6452012Assets 2013: $90,122Liabilities 2013: $8,119Net Assets 2013: $82,0032013Assets 2014: $94,514Liabilities 2014: $18,338Net Assets 2014: $76,1762014Assets 2015: $95,798Liabilities 2015: $32,455Net Assets 2015: $63,3432015Assets 2016: $114,667Liabilities 2016: $19,978Net Assets 2016: $94,6892016Assets 2017: $138,254Liabilities 2017: $142,486Net Assets 2017: -$4,2322017Assets 2018: $139,104Liabilities 2018: $6,672Net Assets 2018: $132,4322018Assets 2019: $114,805Liabilities 2019: $31,686Net Assets 2019: $83,1192019Assets 2020: $198,601Liabilities 2020: $33,482Net Assets 2020: $165,1192020Assets 2021: $326,323Liabilities 2021: $34,949Net Assets 2021: $291,3742021Assets 2022: $330,604Liabilities 2022: $36,180Net Assets 2022: $294,4242022Assets 2023: $259,328Liabilities 2023: $25,346Net Assets 2023: $233,9822023Assets 2024: $393,756Liabilities 2024: $43,946Net Assets 2024: $349,8102024

Highlighted filing

2016

Assets$114,667
Liabilities$19,978
Net Assets$94,689

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $448,3152011Expenses 2012: $230,4472012Expenses 2013: $301,0412013Revenue 2014: $398,416Expenses 2014: $404,243Net Income 2014: -$5,8272014Revenue 2015: $472,417Expenses 2015: $485,250Net Income 2015: -$12,8332015Revenue 2016: $451,401Expenses 2016: $420,055Net Income 2016: $31,3462016Revenue 2017: $354,225Expenses 2017: $453,146Net Income 2017: -$98,9212017Revenue 2018: $470,883Expenses 2018: $478,837Net Income 2018: -$7,9542018Revenue 2019: $637,069Expenses 2019: $624,160Net Income 2019: $12,9092019Revenue 2020: $844,178Expenses 2020: $650,876Net Income 2020: $193,3022020Revenue 2021: $788,997Expenses 2021: $662,742Net Income 2021: $126,2552021Revenue 2022: $889,526Expenses 2022: $886,476Net Income 2022: $3,0502022Revenue 2023: $686,442Expenses 2023: $746,884Net Income 2023: -$60,4422023Revenue 2024: $811,642Expenses 2024: $835,147Net Income 2024: -$23,5052024

Highlighted filing

2016

Revenue$451,401
Expenses$420,055
Net Income$31,346
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Apr 3, 2017
Return Version
2015v3.0
Gross Receipts
$451,401
Mission and Program Overview

Mission

Hearts and Lives addresses the needs of residents in the Rim Mountain Communities through case management, direct services and referrals, collaborating with governmental and non-profit community resource providers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$31,224$84,624▲ $53,400
Accounts Receivable$58,000--
Pledges and Grants Receivable-$24,350-
Land, Buildings, and Equipment, Net$6,574$5,616▼ $958
Savings and Temporary Cash Investments-$77-
Total Assets$95,798$114,667▲ $18,869
Liabilities
Accounts Payable and Accrued Expenses$23,006$19,605▼ $3,401
Deferred Revenue$9,449$373▼ $9,076
Total Liabilities$32,455$19,978▼ $12,477
Net Assets / Fund Balance
Unrestricted Net Assets$63,343$94,689▲ $31,346
Total Net Assets Fund Balance$63,343$94,689▲ $31,346
Total Liabilities and Net Assets / Fund Balance$95,798$114,667▲ $18,869

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,616$9,058$14,674
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Luvia RodriguezExec DirectorFT$60,000$60,000

Board Members and Trustees

NameTitle
Dr Ken DecrooPresident
Tom BachmanVice President
Dr William StanleyBoard Director
Patti McGonigleBoard Director
Steve HollsteinBoard Director
Cynthia CarleySecretary
Ginny DurandTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$443,695
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$7,706
All Other Contributions
$71,608
Change in Net Assets
$31,346

Audited Revenue Reconciliation

Revenue per Audited Statements
$451,401
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$451,401
Total Revenue per Form 990
$451,401
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$295,658
Other Expenses$124,397
Total Fundraising Expense$15,215
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$142,905$22,114$13,613$178,632
Current Officers, Directors, Trustees, and Key Employees$48,000$11,400$600$60,000
Payroll Taxes$43,987$10,447$550$54,984
Occupancy$39,494$9,874-$49,368
Office Expenses$10,106$2,806$176$13,088
Insurance$6,533$1,633-$8,166
Conferences and Meetings$4,546$1,136-$5,682
Fees for Services Other$4,000$1,000-$5,000
All Other Expenses$3,201$515-$3,716
Other Expenses$2,790$523$174$3,487
Fees for Services Accounting-$3,475-$3,475
Other Employee Benefits$1,634$388$20$2,042
Advertising$1,312$246$82$1,640
Depreciation Depletion$766$192-$958
Travel$177$44-$221
Total Functional Expenses$338,087$66,753$15,215$420,055

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$420,055
Total Expenses per Audited Statements$420,055
Total Expenses per Form 990$420,055
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

Line 11a explanation - Each board member reviews, questions and approves the tax return prior to submission to the IRS.

Form 990, Part VI, Section B, line 12C

Annually the board will review any possible conflict of interests.

Form 990, Part VI, Section B, line 15

The Organization will review the budget at the beginning of the year and determine the compensation for management at that time.

Form 990, Part VI, Section C, line 19

Upon written request the Organization will make available all governing documents, policies, and financial statements.

Filing and Contact Details

Filer

Filer Name
Hearts & Lives
EIN
20-0867845
Phone
9093383222
Address
PO Box 4644, Blue Jay, CA 92317

Signing Officer

Name
Luvia Rodriguez Executive Director
Title
Executive Director
Phone
9093383222
Signed
2017-04-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Ken Decroo PhD
Formed
2004
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
10
Volunteers
4

Preparer

Firm
Smith Marion & Company LLP
Address
1940 Orange Tree Lane Ste 100, Redlands, CA 92374
Preparer
David B Marion
Phone
9093072323
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

The Organization has a committee that assumes responsibility for the oversight of the audit and the selection of the independent accountant. No changes have occurred from prior years.

Financial Statement Notes

Part X, Line 2:

In accordance with accounting standards, which provide accounting and disclosure guidance about uncertain tax positions taken by an entity, Management believes that all of the positions taken by the Organization in its federal and state income tax returns are more likely than not to be sustained upon examination. The Organization files returns in the U.S. Federal jurisdiction and the State of California. The Organizations federal income tax returns for the prior three tax years remain subject to examination by the Internal Revenue Service. The Organizations California tax returns for the prior four tax years remain subject to examination by the Franchise Tax Board.

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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt023006
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt019605
IRS990/AccountsReceivableGrp/BOYAmt058000
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Hearts and Lives addresses the needs of residents in the Rim Mountain Communities through case management, direct services and referrals, collaborating with governmental and non-profit community resource providers.
IRS990/AdvertisingGrp/FundraisingAmt082
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0246
IRS990/AdvertisingGrp/ProgramServicesAmt01312
IRS990/AdvertisingGrp/TotalAmt01640
IRS990/AllOtherContributionsAmt071608
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0515
IRS990/AllOtherExpensesGrp/ProgramServicesAmt03201
IRS990/AllOtherExpensesGrp/TotalAmt03716
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Hannah Allen
IRS990/BooksInCareOfDetail/PhoneNum09093383222
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt024028 Lake Dr
IRS990/BooksInCareOfDetail/USAddress/CityNm0Crestline
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092325
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt031224
IRS990/CashNonInterestBearingGrp/EOYAmt084624
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt0600
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt011400
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt048000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt060000
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01136
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt04546
IRS990/ConferencesMeetingsGrp/TotalAmt05682
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0443695
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0124397
IRS990/CYOtherRevenueAmt07706
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt031346
IRS990/CYSalariesCompEmpBnftPaidAmt0295658
IRS990/CYTotalExpensesAmt0420055
IRS990/CYTotalFundraisingExpenseAmt015215
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0451401
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt09449
IRS990/DeferredRevenueGrp/EOYAmt0373
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0192
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0766
IRS990/DepreciationDepletionGrp/TotalAmt0958
IRS990/Desc0To provide all children, prenatal to six years old, with a comprehensive, integrated system of early childhood development services through case management. Hearts & Lives served 205 clients.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt010
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0182567
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03475
IRS990/FeesForServicesAccountingGrp/TotalAmt03475
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01000
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt04000
IRS990/FeesForServicesOtherGrp/TotalAmt05000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt310.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0Dr Ken Decroo
IRS990/Form990PartVIISectionAGrp/PersonNm1Tom Bachman
IRS990/Form990PartVIISectionAGrp/PersonNm2Cynthia Carley
IRS990/Form990PartVIISectionAGrp/PersonNm3Ginny Durand
IRS990/Form990PartVIISectionAGrp/PersonNm4Steve Hollstein
IRS990/Form990PartVIISectionAGrp/PersonNm5Patti McGonigle
IRS990/Form990PartVIISectionAGrp/PersonNm6Dr William Stanley
IRS990/Form990PartVIISectionAGrp/PersonNm7Luvia Rodriguez
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt760000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Exec Dir
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GovernmentGrantsAmt0372087
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0451401
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01633
IRS990/InsuranceGrp/ProgramServicesAmt06533
IRS990/InsuranceGrp/TotalAmt08166
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt09058
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06574
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05616
IRS990/LandBldgEquipCostOrOtherBssAmt014674
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Hearts and Lives addresses the needs of residents in the Rim Mountain Communities through case management, direct services and referrals, collaborating with governmental and non-profit community resource providers.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt063343
IRS990/NetAssetsOrFundBalancesEOYAmt094689
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt09874
IRS990/OccupancyGrp/ProgramServicesAmt039494
IRS990/OccupancyGrp/TotalAmt049368
IRS990/OfficeExpensesGrp/FundraisingAmt0176
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02806
IRS990/OfficeExpensesGrp/ProgramServicesAmt010106
IRS990/OfficeExpensesGrp/TotalAmt013088
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt020
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0388
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01634
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02042
IRS990/OtherExpensesGrp/Desc0Program expenses
IRS990/OtherExpensesGrp/Desc1Repairs & maintenance
IRS990/OtherExpensesGrp/Desc2Direct aid
IRS990/OtherExpensesGrp/Desc3Reimbursements
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt3174
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1960
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3523
IRS990/OtherExpensesGrp/ProgramServicesAmt020351
IRS990/OtherExpensesGrp/ProgramServicesAmt13838
IRS990/OtherExpensesGrp/ProgramServicesAmt24447
IRS990/OtherExpensesGrp/ProgramServicesAmt32790
IRS990/OtherExpensesGrp/TotalAmt020351
IRS990/OtherExpensesGrp/TotalAmt14798
IRS990/OtherExpensesGrp/TotalAmt24447
IRS990/OtherExpensesGrp/TotalAmt33487
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt07706
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07706
IRS990/OtherRevenueTotalAmt07706
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt013613
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt022114
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0142905
IRS990/OtherSalariesAndWagesGrp/TotalAmt0178632
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0550
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010447
IRS990/PayrollTaxesGrp/ProgramServicesAmt043987
IRS990/PayrollTaxesGrp/TotalAmt054984
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt024350
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Dr Ken Decroo PhD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0The Early Identification & Intervention Services program provides early intervention for ages 0-6 that exhibit behavioral and emotional issues due to trauma, crisis, loss, and development delays. Screening and treatment is offered through services to treat and prevent future behavioral issues & to improve the quality of life for these children. We screened 97 applicants and provided treatment for 33 of those applicants.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0155520
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0465811
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05
IRS990/PYOtherExpensesAmt0173189
IRS990/PYOtherRevenueAmt06601
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-12833
IRS990/PYSalariesCompEmpBnftPaidAmt0312061
IRS990/PYTotalExpensesAmt0485250
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0472417
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt031346
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt077
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0453695
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0465811
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0453479
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0341374
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0213236
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01927595
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt025
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt044
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt019401
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct00.99370
IRS990ScheduleA/PublicSupportTotal170Amt01927595
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0453695
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0465811
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0453479
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0341374
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0213236
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01927595
IRS990ScheduleA/TotalSupportAmt01927639
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt05616
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09058
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt014674
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0420055
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0451401
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0In accordance with accounting standards, which provide accounting and disclosure guidance about uncertain tax positions taken by an entity, Management believes that all of the positions taken by the Organization in its federal and state income tax returns are more likely than not to be sustained upon examination. The Organization files returns in the U.S. Federal jurisdiction and the State of California. The Organizations federal income tax returns for the prior three tax years remain subject to examination by the Internal Revenue Service. The Organizations California tax returns for the prior four tax years remain subject to examination by the Franchise Tax Board.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05616
IRS990ScheduleD/TotalExpensesPerForm990Amt0420055
IRS990ScheduleD/TotalRevenuePerForm990Amt0451401
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0451401
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0420055
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Line 11a explanation - Each board member reviews, questions and approves the tax return prior to submission to the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Annually the board will review any possible conflict of interests.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Organization will review the budget at the beginning of the year and determine the compensation for management at that time.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Upon written request the Organization will make available all governing documents, policies, and financial statements.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Organization has a committee that assumes responsibility for the oversight of the audit and the selection of the independent accountant. No changes have occurred from prior years.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XII, Line 2c:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt095798
IRS990/TotalAssetsEOYAmt0114667
IRS990/TotalAssetsGrp/BOYAmt095798
IRS990/TotalAssetsGrp/EOYAmt0114667
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0443695
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt015215
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt066753
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0338087
IRS990/TotalFunctionalExpensesGrp/TotalAmt0420055
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt032455
IRS990/TotalLiabilitiesEOYAmt019978
IRS990/TotalLiabilitiesGrp/BOYAmt032455
IRS990/TotalLiabilitiesGrp/EOYAmt019978
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt063343
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt094689
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0338087
IRS990/TotalReportableCompFromOrgAmt060000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07706
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0451401
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt095798
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0114667
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt044
IRS990/TravelGrp/ProgramServicesAmt0177
IRS990/TravelGrp/TotalAmt0221
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt063343
IRS990/UnrestrictedNetAssetsGrp/EOYAmt094689
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 4644
IRS990/USAddress/CityNm0Blue Jay
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092317
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0www.heartsandlives.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Luvia Rodriguez Executive Director
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum09093383222
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Hearts & Lives

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.94$0.44$3.50$8.12$8.35$0.24
2023Detailed filing. Detailed filing data is available for this year.$2.59$0.25$2.34$6.86$7.47$0.60
2022Detailed filing. Detailed filing data is available for this year.$3.31$0.36$2.94$8.90$8.86$0.03
2021Detailed filing. Detailed filing data is available for this year.$3.26$0.35$2.91$7.89$6.63$1.26
2020Summary only. Only limited summary data is available for this year.$1.99$0.33$1.65$8.44$6.51$1.93
2019Summary only. Only limited summary data is available for this year.$1.15$0.32$0.83$6.37$6.24$0.13
2018Summary only. Only limited summary data is available for this year.$1.39$0.07$1.32$4.71$4.79$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.38$1.42$0.04$3.54$4.53$0.99
2016Detailed filing. Detailed filing data is available for this year.$1.15$0.20$0.95$4.51$4.20$0.31
2015Detailed filing. Detailed filing data is available for this year.$0.96$0.32$0.63$4.72$4.85$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.95$0.18$0.76$3.98$4.04$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.08$0.82$3.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.28$0.42$2.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.03$0.59$4.48