Civic Intelligence

Heartwork Institute Inc

990EZ • Fiscal year 2019 • EIN 22-2935993

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 01, 2020

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

98th percentile

3.98x

Higher debt load relative to assets than 98% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

87th percentile

0.18x

Higher debt load relative to revenue than 87% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

84th percentile

32%

Higher net margin than 84% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

78th percentile

$4,000

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

82nd percentile

41%

Faster asset growth than 82% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

15th percentile

-34%

Faster revenue growth than 15% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets98th percentile

Assets

Up

$2,852

Up $835 (+41%) from 2018

Net Assets

Up

-$8,493

Up $20,219 (+70%) from 2018

Liabilities

Down

$11,345

Down $19,384 (-63%) from 2018

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin84th percentile

Revenue

Down

$63,511

Down $32,850 (-34%) from 2018

Expenses

Down

$43,292

Down $85,938 (-67%) from 2018

Net Income

Up

$20,219

Up $53,088 (+162%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2019

Assets$2,852
Liabilities$11,345
Net Assets-$8,493
Open 2019 Filing

Operations Trend

Revenue Growth15th 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

2019

Revenue$63,511
Expenses$43,292
Net Income$20,219
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 1, 2020
Return Version
2019v5.0
Gross Receipts
$63,511
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-$19,019
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DALE L GOLDSTEINPresidentPT$4,000-$4,000
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
2020-10-01

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 marketing 120 insurance 1,143 supplies 1,503 travel & meals 40 bank fees 377 dues 50 workshop scholarships 775 professional development 115 total 4,123”

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 30,729 11,345”

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 Appendix158 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/BOYAmt02017
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02852
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt034953
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt020219
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt026170
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02017
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02852
IRS990EZ/GrossReceiptsAmt063511
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LoansToFromOfficersAmt011345
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0true
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-28712
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-8493
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-28712
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-8493
IRS990EZ/OccupancyRentUtltsAndMaintAmt012846
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt04000
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/OtherExpensesTotalAmt04123
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/PrintingPublicationsPostageAmt0153
IRS990EZ/ProgramServiceRevenueAmt028558
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SPONSORED AND CONDUCTED MEETINGS, LECTURES, AND SYMPOSIA FOR PERSONS INTERESTED IN THE FIELD OF THE HEALING ARTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019019
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt030729
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt011345
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043292
IRS990EZ/TotalProgramServiceExpensesAmt019019
IRS990EZ/TotalRevenueAmt063511
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.AWAKENTHEHEART.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt034953
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt038529
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07253
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt011625
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05825
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt098185
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt028558
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt057832
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt031747
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt038615
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt061063
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0217815
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0316000
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063511
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt096361
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt039000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt050240
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt066888
IRS990ScheduleA/Total509Grp/TotalAmt0316000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt063511
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt096361
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt039000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt050240
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt066888
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0316000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt011345
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/TotalBalanceDueAmt011345
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MARKETING 120 INSURANCE 1,143 SUPPLIES 1,503 TRAVEL & MEALS 40 BANK FEES 377 DUES 50 WORKSHOP SCHOLARSHIPS 775 PROFESSIONAL DEVELOPMENT 115 TOTAL 4,123
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 30,729 11,345
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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DALE L GOLDSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05855448124
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-01
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/AtSubmissionCreationDeviceId044405C08B244E6ED4477C443A4D209FEF5D3A331
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId044405C08B244E6ED4477C443A4D209FEF5D3A331
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.226.255.254
ReturnHeader/FilingSecurityInformation/IPDt02020-11-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm018:01:42
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/PreparationDt02020-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID G YOUNG CPA
ReturnHeader/ReturnTs02020-11-11T18:01:42-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,852
Liabilities
$11,345
Net assets
-$8,493
Revenue
$63,511
Expenses
$43,292
Net income
$20,219
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
2019Detailed filing. Detailed filing data is available for this year.$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