Civic Intelligence

Heart Trust Inc.

990EZ • Fiscal year 2024 • EIN 20-5536661

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 21, 2025

272 Hillspoint RoadWestport, CT 06880-6619

(203) 561-3445

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.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

47th percentile

1.8%

Higher net margin than 47% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

49th percentile

0.7%

Faster asset growth than 49% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

47th percentile

0.4%

Faster revenue growth than 47% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$445,092

Up $2,909 (+0.7%) from 2023

Net Assets

Up

$445,092

Up $2,909 (+0.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$164,325

Up $682 (+0.4%) from 2023

Expenses

Down

$161,416

Down $29,824 (-16%) from 2023

Net Income

Up

$2,909

Up $30,506 (+111%) from 2023

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $234,888Liabilities 2011: $02011Assets 2012: $278,452Liabilities 2012: $02012Assets 2013: $296,963Liabilities 2013: $02013Assets 2014: $296,462Liabilities 2014: $02014Assets 2015: $327,335Liabilities 2015: $02015Assets 2016: $379,625Liabilities 2016: $02016Assets 2017: $381,692Liabilities 2017: $02017Assets 2018: $409,518Liabilities 2018: $02018Assets 2019: $448,986Liabilities 2019: $02019Assets 2020: $413,173Liabilities 2020: $0Net Assets 2020: $413,1732020Assets 2021: $452,968Liabilities 2021: $0Net Assets 2021: $452,9682021Assets 2022: $469,780Liabilities 2022: $0Net Assets 2022: $469,7802022Assets 2023: $442,183Liabilities 2023: $0Net Assets 2023: $442,1832023Assets 2024: $445,092Liabilities 2024: $0Net Assets 2024: $445,0922024

Highlighted filing

2024

Assets$445,092
Liabilities$0
Net Assets$445,092

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $111,284Expenses 2011: $57,671Net Income 2011: $53,6132011Revenue 2012: $194,713Expenses 2012: $151,149Net Income 2012: $43,5642012Revenue 2013: $139,963Expenses 2013: $121,452Net Income 2013: $18,5112013Revenue 2014: $54,092Expenses 2014: $54,593Net Income 2014: -$5012014Revenue 2015: $127,610Expenses 2015: $96,737Net Income 2015: $30,8732015Revenue 2016: $78,832Expenses 2016: $26,542Net Income 2016: $52,2902016Revenue 2017: $29,620Expenses 2017: $27,553Net Income 2017: $2,0672017Revenue 2018: $82,694Expenses 2018: $54,868Net Income 2018: $27,8262018Revenue 2019: $83,092Expenses 2019: $43,624Net Income 2019: $39,4682019Revenue 2020: $209,389Expenses 2020: $245,202Net Income 2020: -$35,8132020Revenue 2021: $49,860Expenses 2021: $10,065Net Income 2021: $39,7952021Revenue 2022: $229,392Expenses 2022: $212,580Net Income 2022: $16,8122022Revenue 2023: $163,643Expenses 2023: $191,240Net Income 2023: -$27,5972023Revenue 2024: $164,325Expenses 2024: $161,416Net Income 2024: $2,9092024

Highlighted filing

2024

Revenue$164,325
Expenses$161,416
Net Income$2,909
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 21, 2025
Return Version
2024v5.0
Gross Receipts
$164,325
Mission and Program Overview

Mission

Primary purpose is to raise the standard of pediatric cardiac care to patients in developing countries who suffer from congenital heart defects. We work hand-in-hand with the local medical teams to educate and train them. Our organization also provides educational scholarships to students suffering from congenital heart defects, or their family members, in order to better their future as well as the family's future.

To provide pro bono pediatric cardiac care and training in developing countries.

Program Services

DescriptionGrantsExpenses
Pro bono pediatric cardiac care training mission to Cairo, Egypt. Performed 19 open heart surgeries; 24 cardiac catheterizations & 21 electrophysiology cases. Donated medical services:$797,792. Expenses totaled $69,237: Travel and Hotel: $56,462. Purchased supplies: $4,075; Purchased pharmaceuticals $8701. Non cash donations:$68,091$68,091$69,237
Pro bono pediatric cardiac care training mission to Guatemala. Focused on intensive care unit training. Donated medical services:$80,800 Travel & hotel: $18,351.$0$18,351
Scholarships to 2 Guatemalan students who suffer from congenital heart defects. One student in medical school ($1,600) and one in grammar school ($800).$2,400$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shereen Abdel-MeguidPresident And SecretaryPT$0--
David ChanDirector-$0--
Mark GalantowiczDirector-$0--
Filing and Contact Details

Filer

Filer Name
Heart Trust Inc
EIN
20-5536661
Phone
2035613445
Address
272 Hillspoint Road, Westport, CT 06880-6619

Signing Officer

Name
Shereen Abdel-Meguid
Title
President
Phone
2035613445
Signed
2025-04-21
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

Form 990-EZ, Part I, Line 10 -Includes Cash grants: $2,400 in scholarships awarded to cardiac patients or their family members on the basis of need.This includes: Guatemala: Medical school student $1,600. Grammar school student $800. These items are included on Form 990EZ Part III Line 28 but not included in Part I, Line 16. Total non cash grants (Egypt trip) $68,091 which includes medical items donated for the mission: Surgical instruments $42,476; Assorted cardiac implants $7,160; Cardiac Cath devices $6,417; Perfusion Supplies $12,038.

Form 990-EZ, Part I, Line 16

Description;Amount^Program Expense Total Airfare;40695|Program Expense Total Hotel;34118|Program Exp Pharmaceuticals for Medical Mission;8701|Prog Exp Medical Supplies for Cardiac Mission;4075|Mgt Expense Corp Govt Registration Website Fees;935|Mgt Expense Bank and PayPal Fees;163^Total;88687^

Raw XML Appendix195 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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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Scholarships to 2 Guatemalan students who suffer from congenital heart defects. One student in medical school ($1,600) and one in grammar school ($800).
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990-EZ, Part I, Line 10 -Includes Cash grants: $2,400 in scholarships awarded to cardiac patients or their family members on the basis of need.This includes: Guatemala: Medical school student $1,600. Grammar school student $800. These items are included on Form 990EZ Part III Line 28 but not included in Part I, Line 16. Total non cash grants (Egypt trip) $68,091 which includes medical items donated for the mission: Surgical instruments $42,476; Assorted cardiac implants $7,160; Cardiac Cath devices $6,417; Perfusion Supplies $12,038.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Program Expense Total Airfare;40695|Program Expense Total Hotel;34118|Program Exp Pharmaceuticals for Medical Mission;8701|Prog Exp Medical Supplies for Cardiac Mission;4075|Mgt Expense Corp Govt Registration Website Fees;935|Mgt Expense Bank and PayPal Fees;163^Total;88687^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Shereen Abdel-Meguid
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02035613445
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEART TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0205536661
ReturnHeader/Filer/PhoneNum02035613445
ReturnHeader/Filer/USAddress/AddressLine1Txt0272 Hillspoint Road
ReturnHeader/Filer/USAddress/CityNm0Westport
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0068806619
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-04-21T16:48:57-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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.$4.45$0.00$4.45$1.64$1.61$0.03
2023Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$1.64$1.91$0.28
2022Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$2.29$2.13$0.17
2021Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.50$0.10$0.40
2020Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$2.09$2.45$0.36
2019Summary only. Only limited summary data is available for this year.$4.49$0.00$0.83$0.44$0.39
2018Summary only. Only limited summary data is available for this year.$4.10$0.00$0.83$0.55$0.28
2017Summary only. Only limited summary data is available for this year.$3.82$0.00$0.30$0.28$0.02
2016Summary only. Only limited summary data is available for this year.$3.80$0.00$0.79$0.27$0.52
2015Summary only. Only limited summary data is available for this year.$3.27$0.00$1.28$0.97$0.31
2014Summary only. Only limited summary data is available for this year.$2.96$0.00$0.54$0.55$0.01
2013Summary only. Only limited summary data is available for this year.$2.97$0.00$1.40$1.21$0.19
2012Summary only. Only limited summary data is available for this year.$2.78$0.00$1.95$1.51$0.44
2011Summary only. Only limited summary data is available for this year.$2.35$0.00$1.11$0.58$0.54