Civic Intelligence

Heartwork Institute Inc

EIN 22-2935993 • 501(c)3 • Rochester, NY

Profile

To present to the public information relating to the process of attaining and maintaining a state of health.

882 Titus AvenueRochester, NY 14617

www.awakentheheart.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2020

Net Margin

78th percentile

24%

Higher net margin than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$8,076

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 23.2% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

20th percentile

-45%

Faster revenue growth than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $2,852 (-100%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$0

Up $8,493 (+100%) from 2019

Operations
Liabilities / RevenueScore unavailableNet Margin78th percentile

Revenue

Down

$34,811

Down $28,700 (-45%) from 2019

Expenses

Down

$26,318

Down $16,974 (-39%) from 2019

Net Income

Down

$8,493

Down $11,726 (-58%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$100K$50K$0-$50KAssets 2011: $6,001Liabilities 2011: $2,100Net Assets 2011: $3,9012011Assets 2012: $29,662Liabilities 2012: $2,133Net Assets 2012: $27,5292012Assets 2013: $29,701Liabilities 2013: $2,246Net Assets 2013: $27,4552013Assets 2014: $67,449Net Assets 2014: $67,4492014Assets 2015: $43,244Net Assets 2015: $43,2442015Assets 2016: $22,848Net Assets 2016: $22,8482016Assets 2017: $4,157Net Assets 2017: $4,1572017Assets 2018: $2,017Liabilities 2018: $30,729Net Assets 2018: -$28,7122018Assets 2019: $2,852Liabilities 2019: $11,345Net Assets 2019: -$8,4932019Assets 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities-
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue Growth20th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $97,013Expenses 2011: $71,013Net Income 2011: $26,0002011Revenue 2012: $53,109Expenses 2012: $29,481Net Income 2012: $23,6282012Revenue 2013: $39,306Expenses 2013: $39,380Net Income 2013: -$742013Revenue 2014: $76,594Expenses 2014: $36,600Net Income 2014: $39,9942014Revenue 2015: $66,460Expenses 2015: $90,665Net Income 2015: -$24,2052015Revenue 2016: $49,750Expenses 2016: $70,146Net Income 2016: -$20,3962016Revenue 2017: $39,000Expenses 2017: $57,691Net Income 2017: -$18,6912017Revenue 2018: $96,361Expenses 2018: $129,230Net Income 2018: -$32,8692018Revenue 2019: $63,511Expenses 2019: $43,292Net Income 2019: $20,2192019Revenue 2020: $34,811Expenses 2020: $26,318Net Income 2020: $8,4932020

Highlighted filing

2020

Revenue$34,811
Expenses$26,318
Net Income$8,493
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$34,811
Expenses
$26,318
Net income
$8,493
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.35$0.26$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.11$0.08$0.64$0.43$0.20
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.31$0.29$0.96$1.29$0.33
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.04$0.04$0.39$0.58$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.23$0.23$0.50$0.70$0.20
2015Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.66$0.91$0.24
2014Detailed filing. Detailed filing data is available for this year.$0.67$0.67$0.77$0.37$0.40
2013Detailed filing. Detailed filing data is available for this year.$0.30$0.02$0.27$0.39$0.39$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.02$0.28$0.53$0.29$0.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.02$0.04$0.97$0.71$0.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 8, 2021
Return Version
2020v4.0
Gross Receipts
$34,811
Mission and Program Overview

Mission

To present to the public information relating to the process of attaining and maintaining a state of health.

Program Services

DescriptionGrantsExpenses
SPONSORED AND CONDUCTED MEETINGS, LECTURES, AND SYMPOSIA FOR PERSONS INTERESTED IN THE FIELD OF THE HEALING ARTS-$6,410
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DALE L GOLDSTEINPresidentPT$8,076-$8,076
RICHARD WEHRMANVice Preside-$0--
KENNETH RICHSecretary/TrPT$0--
Filing and Contact Details

Filer

Filer Name
Heartwork Institute Inc
EIN
22-2935993
Phone
5855448124
Address
882 TITUS AVENUE, ROCHESTER, NY 14617

Signing Officer

Name
Dale L Goldstein
Title
President
Phone
5855448124
Signed
2021-10-08

Preparer

Firm
Young and Company Cpas Llp
Address
1425 JEFFERSON RD, ROCHESTER, NY 14623
Preparer
David G Young CPA
Phone
5854270210
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses website 164 insurance 1,425 supplies 33 bank fees 165 dues 50 total 1,837”

Form 990-ez, Part II, Line 24

“Stereo system & camera (net of depr) 4,085 0 less accumulated depreciation 4,085 0 total 0 0”

Form 990-ez, Part II, Line 26

“Loans from officers 11,345 0”

Form 990-ez, Part III

“To present to the public information relating to the process of attaining and maintaining a state of health.”

Raw XML Appendix152 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0DALE L GOLDSTEIN
CompensationExplanation/CompensationExplanationGrp/PersonNm1RICHARD WEHRMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm2KENNETH RICH
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ANNETTE BARRON
IRS990EZ/BooksInCareOfDetail/PhoneNum08009189858
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0939 PARMA CENTER RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HILTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd014468
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02852
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt017849
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08493
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt024283
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02852
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GrossReceiptsAmt034811
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-8493
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-8493
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OccupancyRentUtltsAndMaintAmt0106
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt08076
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DALE L GOLDSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICHARD WEHRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KENNETH RICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01837
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PRESENT TO THE PUBLIC INFORMATION RELATING TO THE PROCESS OF ATTAINING AND MAINTAINING A STATE OF HEALTH.
IRS990EZ/PrintingPublicationsPostageAmt092
IRS990EZ/ProgramServiceRevenueAmt016962
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SPONSORED AND CONDUCTED MEETINGS, LECTURES, AND SYMPOSIA FOR PERSONS INTERESTED IN THE FIELD OF THE HEALING ARTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06410
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt011345
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026318
IRS990EZ/TotalProgramServiceExpensesAmt06410
IRS990EZ/TotalRevenueAmt034811
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.AWAKENTHEHEART.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt017849
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt034953
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt038529
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07253
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011625
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0110209
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt016962
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt028558
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt057832
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt031747
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt038615
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0173714
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0283923
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt034811
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt063511
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt096361
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt039000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt050240
IRS990ScheduleA/Total509Grp/TotalAmt0283923
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt034811
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt063511
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt096361
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt039000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt050240
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0283923
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0NO ASSETS
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES WEBSITE 164 INSURANCE 1,425 SUPPLIES 33 BANK FEES 165 DUES 50 TOTAL 1,837
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STEREO SYSTEM & CAMERA (NET OF DEPR) 4,085 0 LESS ACCUMULATED DEPRECIATION 4,085 0 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LOANS FROM OFFICERS 11,345 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PRESENT TO THE PUBLIC INFORMATION RELATING TO THE PROCESS OF ATTAINING AND MAINTAINING A STATE OF HEALTH.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DALE L GOLDSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05855448124
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEARTWORK INSTITUTE INC
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0222935993
ReturnHeader/Filer/PhoneNum05855448124
ReturnHeader/Filer/USAddress/AddressLine1Txt0882 TITUS AVENUE
ReturnHeader/Filer/USAddress/CityNm0ROCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014617
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161560344
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0YOUNG AND COMPANY CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01425 JEFFERSON RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014623
ReturnHeader/PreparerPersonGrp/PhoneNum05854270210
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID G YOUNG CPA
ReturnHeader/ReturnTs02021-10-09T17:09:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DALE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GOLDSTEIN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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