Civic Intelligence

Amelia'S Heart Foundation

990PF • Fiscal year 2017 • EIN 20-5277625

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization Profile
46752 Pechanga RoadTemecula, CA 92592-5852

(951) 695-2124

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

6th percentile

-67%

Higher net margin than 6% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

14th percentile

-34%

Faster asset growth than 14% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-75%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$9,383

Down $4,778 (-34%) from 2016

Net Assets

Down

$9,383

Down $4,778 (-34%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin6th percentile

Revenue

Down

$7,100

Down $21,512 (-75%) from 2016

Expenses

Down

$11,878

Down $14,131 (-54%) from 2016

Net Income

Down

-$4,778

Down $7,381 (-284%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$60K$40K$20K$0Assets 2010: $24,679Liabilities 2010: $0Net Assets 2010: $24,6792010Assets 2011: $7,245Liabilities 2011: $0Net Assets 2011: $7,2452011Assets 2012: $8,430Liabilities 2012: $0Net Assets 2012: $8,4302012Assets 2013: $7,944Liabilities 2013: $0Net Assets 2013: $7,9442013Assets 2014: $10,636Liabilities 2014: $12014Assets 2015: $11,558Liabilities 2015: $0Net Assets 2015: $11,5582015Assets 2016: $14,161Liabilities 2016: $0Net Assets 2016: $14,1612016Assets 2017: $9,383Liabilities 2017: $0Net Assets 2017: $9,3832017Assets 2018: $13,296Liabilities 2018: $0Net Assets 2018: $13,2962018Assets 2019: $13,506Liabilities 2019: $0Net Assets 2019: $13,5062019Assets 2020: $11,899Liabilities 2020: $0Net Assets 2020: $11,8992020Assets 2021: $12,262Liabilities 2021: $0Net Assets 2021: $12,2622021Assets 2022: $48,383Liabilities 2022: $0Net Assets 2022: $48,3832022Assets 2023: $45,089Liabilities 2023: $12023Assets 2024: $46,459Liabilities 2024: $0Net Assets 2024: $46,4592024

Highlighted filing

2017

Assets$9,383
Liabilities$0
Net Assets$9,383
Open 2017 Filing

Operations Trend

Revenue Growth4th percentile

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

$80K$60K$40K$20K$0-$20KExpenses 2010: $32,9522010Revenue 2011: $42,768Expenses 2011: $60,202Net Income 2011: -$17,4342011Expenses 2012: $40,1592012Revenue 2013: $20,990Expenses 2013: $21,476Net Income 2013: -$4862013Revenue 2014: $12,212Expenses 2014: $9,520Net Income 2014: $2,6922014Revenue 2015: $23,515Expenses 2015: $22,593Net Income 2015: $9222015Revenue 2016: $28,612Expenses 2016: $26,009Net Income 2016: $2,6032016Revenue 2017: $7,100Expenses 2017: $11,878Net Income 2017: -$4,7782017Revenue 2018: $27,273Expenses 2018: $23,360Net Income 2018: $3,9132018Revenue 2019: $21,181Expenses 2019: $20,971Net Income 2019: $2102019Revenue 2020: $13,143Expenses 2020: $14,750Net Income 2020: -$1,6072020Revenue 2021: $9,213Expenses 2021: $8,850Net Income 2021: $3632021Revenue 2022: $50,003Expenses 2022: $13,882Net Income 2022: $36,1212022Revenue 2023: $2,406Expenses 2023: $5,700Net Income 2023: -$3,2942023Revenue 2024: $2,870Expenses 2024: $1,500Net Income 2024: $1,3702024

Highlighted filing

2017

Revenue$7,100
Expenses$11,878
Net Income-$4,778
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
YOLANDA G MC CARTERPresidentPT$0--
MELISSA DECOSTASecretary-$0--
Filing and Contact Details

Filer

Filer Name
AMELIA'S HEART FOUNDATION
EIN
20-5277625
Phone
9516952124
Address
46752 PECHANGA ROAD, TEMECULA, CA 92592-5852

Signing Officer

Name
Yolanda G Mc Carter
Title
President
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Nautilus Tax & Wealth Solutions Inc
Address
22525 PIN TAIL DRIVE, CANYON LAKE, CA 92587
Preparer
Lawrence L Lathrop
Phone
9512447674
Raw XML Appendix256 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2200
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0YOLANDA G MC CARTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMELIA'S HEART FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AMEL
ReturnHeader/Filer/EIN0205277625
ReturnHeader/Filer/PhoneNum09516952124
ReturnHeader/Filer/USAddress/AddressLine1Txt046752 PECHANGA ROAD
ReturnHeader/Filer/USAddress/CityNm0TEMECULA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0925925852
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0ED48C2F63BF539F5BFB6F58CC24CEAD16A1C28B2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0ED48C2F63BF539F5BFB6F58CC24CEAD16A1C28B2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.185.35.172
ReturnHeader/FilingSecurityInformation/IPDt02018-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm000:57:02
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NAUTILUS TAX & WEALTH SOLUTIONS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt022525 PIN TAIL DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CANYON LAKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092587
ReturnHeader/PreparerPersonGrp/PhoneNum09512447674
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE L LATHROP
ReturnHeader/ReturnTs02018-11-15T07:11:59-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,383
Liabilities
$0
Net assets
$9,383
Revenue
$7,100
Expenses
$11,878
Net income
-$4,778
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.5$0.00$46.5$2.87$1.50$1.37
2023Summary only. Only limited summary data is available for this year.$45.1$0.00$2.41$5.70$3.29
2022Detailed filing. Detailed filing data is available for this year.$48.4$0.00$48.4$50.0$13.9$36.1
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.3$0.00$12.3$9.21$8.85$0.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.9$0.00$11.9$13.1$14.8$1.61
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.5$0.00$13.5$21.2$21.0$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.3$0.00$13.3$27.3$23.4$3.91
2017Detailed filing. Detailed filing data is available for this year.$9.38$0.00$9.38$7.10$11.9$4.78
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.2$0.00$14.2$28.6$26.0$2.60
2015Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$23.5$22.6$0.92
2014Summary only. Only limited summary data is available for this year.$10.6$0.00$12.2$9.52$2.69
2013Detailed filing. Detailed filing data is available for this year.$7.94$0.00$7.94$21.0$21.5$0.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.43$0.00$8.43$40.2
2011Summary only. Only limited summary data is available for this year.$7.25$0.00$7.25$42.8$60.2$17.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.7$0.00$24.7$33.0