Civic Intelligence

Heart2Heart Society Inc.

990EZ • Fiscal year 2016 • EIN 20-3261639

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

Organization ProfileN/A
1872 Yorba DrivePomona, CA 91768

(909) 568-5600

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

53rd percentile

4.4%

Higher net margin than 53% 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

71st percentile

18%

Faster asset growth than 71% of similar nonprofits.

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

Revenue Growth

86th percentile

48%

Faster revenue growth than 86% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$18,934

Up $2,904 (+18%) from 2015

Net Assets

Up

$18,934

Up $2,904 (+18%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin53rd percentile

Revenue

Up

$66,537

Up $21,537 (+48%) from 2015

Expenses

Up

$63,633

Up $16,504 (+35%) from 2015

Net Income

Up

$2,904

Up $5,033 (+236%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$200K$150K$100K$50K$0Assets 2011: $27,262Liabilities 2011: $02011Assets 2012: $22,359Liabilities 2012: $02012Assets 2013: $19,980Liabilities 2013: $02013Assets 2014: $27,329Net Assets 2014: $27,3292014Assets 2015: $16,030Net Assets 2015: $16,0302015Assets 2016: $18,934Net Assets 2016: $18,9342016Assets 2017: $22,752Net Assets 2017: $22,7522017Assets 2018: $30,550Net Assets 2018: $30,5502018Assets 2019: $36,579Net Assets 2019: $36,5792019Assets 2020: $87,358Liabilities 2020: $0Net Assets 2020: $87,3582020Assets 2021: $184,527Liabilities 2021: $0Net Assets 2021: $184,5272021Assets 2022: $131,944Net Assets 2022: $131,9442022Assets 2023: $70,366Liabilities 2023: $02023Assets 2024: $109,452Net Assets 2024: $109,4522024

Highlighted filing

2016

Assets$18,934
Liabilities-
Net Assets$18,934
Open 2016 Filing

Operations Trend

Revenue Growth86th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $18,489Expenses 2011: $35,585Net Income 2011: -$17,0962011Revenue 2012: $32,175Expenses 2012: $36,313Net Income 2012: -$4,1382012Revenue 2013: $101,657Expenses 2013: $104,657Net Income 2013: -$3,0002013Revenue 2014: $34,066Expenses 2014: $31,202Net Income 2014: $2,8642014Revenue 2015: $45,000Expenses 2015: $47,129Net Income 2015: -$2,1292015Revenue 2016: $66,537Expenses 2016: $63,633Net Income 2016: $2,9042016Revenue 2017: $60,390Expenses 2017: $55,565Net Income 2017: $4,8252017Revenue 2018: $150,584Expenses 2018: $141,719Net Income 2018: $8,8652018Revenue 2019: $150,539Expenses 2019: $146,866Net Income 2019: $3,6732019Revenue 2020: $265,647Expenses 2020: $211,648Net Income 2020: $53,9992020Revenue 2021: $265,825Expenses 2021: $169,617Net Income 2021: $96,2082021Revenue 2022: $32,493Expenses 2022: $81,342Net Income 2022: -$48,8492022Revenue 2023: $588Expenses 2023: $61,952Net Income 2023: -$61,3642023Revenue 2024: $89,938Expenses 2024: $56,878Net Income 2024: $33,0602024

Highlighted filing

2016

Revenue$66,537
Expenses$63,633
Net Income$2,904
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.0
Gross Receipts
$66,537
Mission and Program Overview

Mission

To promote the gospel of Jesus Christ as taught in the Holy Bible and the Holy Tradition and to provide assistance to those in need.

Program Services

DescriptionGrantsExpenses
Grants to Monasteries, churches and other religious organizations.$42,100-
Assistance to indigent families.$20,998-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AARON PINNTTreasurer-$0--
JAMES LUKINSSecretary-$0--
ANDREW GELERISPresident & CEO-$0--
Filing and Contact Details

Filer

Filer Name
St Philaret Society
EIN
20-3261639
Phone
9095685600
Address
1872 YORBA DRIVE, POMONA, CA 91768

Signing Officer

Name
Andrew Geleris
Title
President & CEO
Signed
2017-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Hoffman Short Rubin Dewinter Sanderson
Address
1037 PARK VIEW DR, COVINA, CA 91724-3750
Preparer
Craig R Rubin
Phone
6269320100
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.2

“| Donee's Name: VARIOUS INDIVIDUALS | Donee's Address: VARIOUS ADDRESSES VARIOUS CA 91768 | Relationship of Donee: NONE | Cash Amount Given: $20998”

Grants and Similar Amounts Paid In Excess of $5,000.9

“| Donee's Name: ANCIENT FAITH MINISTRIES | Donee's Address: P.O. BOX 748 CHESTERTON IN 46304 | Relationship of Donee: NONE | Cash Amount Given: $10000”

Grants and Similar Amounts Paid In Excess of $5,000.11

“| Donee's Name: POMONA FIRST PRESBYTERIAN CHURCH | Donee's Address: 401 N. GIBBS STREET POMONA CA 91767 | Relationship of Donee: NONE | Cash Amount Given: $13000”

Grants and Similar Amounts Paid In Excess of $5,000.12

“| Donee's Name: ST. ANNE ORTHODOX CHURCH | Donee's Address: 1759 N PARK AVENUE POMONA CA 91768 | Relationship of Donee: NONE | Cash Amount Given: $9800”

Other Expenses.1

“SECRETARY OF STATE $25”

Other Expenses.2

“FRANCHISE TAX BOARD $10”

Raw XML Appendix142 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ANDREW GELERIS
IRS990EZ/BooksInCareOfDetail/PhoneNum09095685600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01872 YORBA DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0POMONA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091768
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016030
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018934
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt064200
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02904
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016030
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018934
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt063098
IRS990EZ/GrossReceiptsAmt066537
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt02337
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016030
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018934
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016030
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018934
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AARON PINNT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES LUKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANDREW GELERIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President & CEO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt035
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote the gospel of Jesus Christ as taught in the Holy Bible and the Holy Tradition and to provide assistance to those in need.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grants to Monasteries, churches and other religious organizations.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Assistance to indigent families.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt042100
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt120998
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt063633
IRS990EZ/TotalProgramServiceExpensesAmt063098
IRS990EZ/TotalRevenueAmt066537
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt064200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt045000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt034066
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0101657
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt032175
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0277098
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct00.99780
IRS990ScheduleA/PublicSupportTotal170Amt0277098
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt064200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt045000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt034066
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0101657
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt032175
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0277098
IRS990ScheduleA/TotalSupportAmt0277098
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: VARIOUS INDIVIDUALS | Donee's Address: VARIOUS ADDRESSES VARIOUS CA 91768 | Relationship of Donee: NONE | Cash Amount Given: $20998
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: ANCIENT FAITH MINISTRIES | Donee's Address: P.O. BOX 748 CHESTERTON IN 46304 | Relationship of Donee: NONE | Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: POMONA FIRST PRESBYTERIAN CHURCH | Donee's Address: 401 N. GIBBS STREET POMONA CA 91767 | Relationship of Donee: NONE | Cash Amount Given: $13000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Donee's Name: ST. ANNE ORTHODOX CHURCH | Donee's Address: 1759 N PARK AVENUE POMONA CA 91768 | Relationship of Donee: NONE | Cash Amount Given: $9800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SECRETARY OF STATE $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FRANCHISE TAX BOARD $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Grants and Similar Amounts Paid In Excess of $5,000.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW GELERIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST PHILARET SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0STPH
ReturnHeader/Filer/EIN0203261639
ReturnHeader/Filer/PhoneNum09095685600
ReturnHeader/Filer/USAddress/AddressLine1Txt01872 YORBA DRIVE
ReturnHeader/Filer/USAddress/CityNm0POMONA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091768
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOFFMAN SHORT RUBIN DEWINTER SANDERSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01037 PARK VIEW DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COVINA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0917243750
ReturnHeader/PreparerPersonGrp/PhoneNum06269320100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Craig R Rubin
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-10T13:00:48-07:00
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
$18,934
Liabilities
-
Net assets
$18,934
Revenue
$66,537
Expenses
$63,633
Net income
$2,904
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.09$1.09$0.90$0.57$0.33
2023Summary only. Only limited summary data is available for this year.$0.70$0.00$0.01$0.62$0.61
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$1.32$0.32$0.81$0.49
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.00$1.85$2.66$1.70$0.96
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.87$2.66$2.12$0.54
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.37$1.51$1.47$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.31$0.31$1.51$1.42$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.23$0.60$0.56$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.19$0.19$0.67$0.64$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.16$0.16$0.45$0.47$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.27$0.27$0.34$0.31$0.03
2013Summary only. Only limited summary data is available for this year.$0.20$0.00$1.02$1.05$0.03
2012Summary only. Only limited summary data is available for this year.$0.22$0.00$0.32$0.36$0.04
2011Summary only. Only limited summary data is available for this year.$0.27$0.00$0.18$0.36$0.17