Civic Intelligence

Heartwork Institute Inc

990EZ • Fiscal year 2018 • EIN 22-2935993

Jan 01, 2018 to Dec 31, 2018 • Filed on May 22, 2019

Organization ProfileWWW.AWAKENTHEHEART.ORG
882 Titus AvenueRochester, NY 14617

(585) 544-8124

Siviq Scores

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

Liabilities / Assets

99th percentile

15.24x

Higher debt load relative to assets than 99% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

90th percentile

0.32x

Higher debt load relative to revenue than 90% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

11th percentile

-34%

Higher net margin than 11% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

89th percentile

$37,000

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 38.4% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

8th percentile

-51%

Faster asset growth than 8% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

95th percentile

147%

Faster revenue growth than 95% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$2,017

Down $2,140 (-51%) from 2017

Net Assets

Down

-$28,712

Down $32,869 (-791%) from 2017

Liabilities

$30,729

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin11th percentile

Revenue

Up

$96,361

Up $57,361 (+147%) from 2017

Expenses

Up

$129,230

Up $71,539 (+124%) from 2017

Net Income

Down

-$32,869

Down $14,178 (-76%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$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

2018

Assets$2,017
Liabilities$30,729
Net Assets-$28,712
Open 2018 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$96,361
Expenses$129,230
Net Income-$32,869
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 22, 2019
Return Version
2018v3.1
Gross Receipts
$96,361
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$3,195$57,714
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DALE L GOLDSTEINPresidentPT$37,000-$37,000
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
2019-05-22

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 advertising & marketing 297 insurance 1,430 supplies 1,275 travel & meals 281 bank fees 900 dues 25 workshop expense 4,372 volunteer expense 2,200 total 10,780”

Form 990-ez, Part II, Line 24

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

Form 990-ez, Part II, Line 26

“Loans from officers 0 30,729”

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 Appendix159 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/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/BOYAmt04157
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02017
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt038529
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-32869
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0102544
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04157
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02017
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03195
IRS990EZ/GrossReceiptsAmt096361
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LoansToFromOfficersAmt030729
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0true
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04157
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-28712
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04157
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-28712
IRS990EZ/OccupancyRentUtltsAndMaintAmt011917
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt037000
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/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010780
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/PrintingPublicationsPostageAmt0794
IRS990EZ/ProgramServiceRevenueAmt057832
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SPONSORED AND CONDUCTED MEETINGS, LECTURES, AND SYMPOSIA FOR PERSONS INTERESTED IN THE FIELD OF THE HEALING ARTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03195
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt057714
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt030729
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0129230
IRS990EZ/TotalProgramServiceExpensesAmt057714
IRS990EZ/TotalRevenueAmt096361
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.AWAKENTHEHEART.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt038529
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07253
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011625
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05825
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt024225
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt087457
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt057832
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt031747
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt038615
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt061063
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt053159
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0242416
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0329873
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt096361
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt039000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt050240
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt066888
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt077384
IRS990ScheduleA/Total509Grp/TotalAmt0329873
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt096361
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt039000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt050240
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt066888
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt077384
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0329873
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt030729
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0PAYMENT OF LEGAL FEES
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt030729
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0DALE GOLDSTEIN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0PRESIDENT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/TotalBalanceDueAmt030729
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING & MARKETING 297 INSURANCE 1,430 SUPPLIES 1,275 TRAVEL & MEALS 281 BANK FEES 900 DUES 25 WORKSHOP EXPENSE 4,372 VOLUNTEER EXPENSE 2,200 TOTAL 10,780
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STEREO SYSTEM & CAMERA (NET OF DEPR) 4,085 4,085 LESS ACCUMULATED DEPRECIATION 4,085 4,085 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LOANS FROM OFFICERS 0 30,729
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DALE L GOLDSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05855448124
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-22
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0AB5ACF6351DB542BA44DB0CC6344AFC5523140C5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AB5ACF6351DB542BA44DB0CC6344AFC5523140C5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.226.255.254
ReturnHeader/FilingSecurityInformation/IPDt02019-06-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:56:27
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/PreparationDt02019-06-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID G YOUNG CPA
ReturnHeader/ReturnTs02019-06-03T12:56:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,017
Liabilities
$30,729
Net assets
-$28,712
Revenue
$96,361
Expenses
$129,230
Net income
-$32,869
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
2018Detailed filing. Detailed filing data is available for this year.$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