Civic Intelligence

The Heartwood Institute

EIN 25-1638534 • 501(c)3

View Organization Page

1133 South Braddock Avenue Suite C15218
Siviq Scores

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

Liabilities / Assets

79th percentile

0.10x

Higher debt load relative to assets than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

87th percentile

0.22x

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

501(c)3 • <$500k nonprofits • Source year 2011

Net Margin

9th percentile

-114%

Higher net margin than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

No filing with officer or executive compensation is available for this organization yet.

Asset Growth

26th percentile

-32%

Faster asset growth than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

64th percentile

9.9%

Faster revenue growth than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$277,327

Down $131,970 (-32%) from 2010

Liabilities

Up

$26,888

Up $5,992 (+29%) from 2010

Net Assets

Down

$250,439

Down $137,962 (-36%) from 2010

Operations
Liabilities / Revenue87th percentileNet Margin9th percentile

Revenue

Up

$120,837

Up $10,903 (+9.9%) from 2010

Expenses

Up

$258,799

Up $45,330 (+21%) from 2010

Net Income

Down

-$137,962

Down $34,427 (-33%) from 2010

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

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

$600K$400K$200K$0Assets 2010: $409,297Liabilities 2010: $20,896Net Assets 2010: $388,4012010Assets 2011: $277,327Liabilities 2011: $26,888Net Assets 2011: $250,4392011

Highlighted filing

2011

Assets$277,327
Liabilities$26,888
Net Assets$250,439
Open 2011 Filing

Operations Trend

Revenue Growth64th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2010: $109,934Expenses 2010: $213,469Net Income 2010: -$103,5352010Revenue 2011: $120,837Expenses 2011: $258,799Net Income 2011: -$137,9622011

Highlighted filing

2011

Revenue$120,837
Expenses$258,799
Net Income-$137,962
Open 2011 Filing

Filings

Most recent year

2011 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$277,327
Liabilities
$26,888
Net assets
$250,439
Revenue
$120,837
Expenses
$258,799
Net income
-$137,962
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.77$0.27$2.50$1.21$2.59$1.38
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.09$0.21$3.88$1.10$2.13$1.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Oct 25, 2012
Return Version
2011v1.2
Filing and Contact Details

Filer

EIN
25-1638534
Raw XML Appendix163 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/Compensation/PersonName0LISA DICKUN
CompensationExplanation/Compensation/PersonName1REBECCA GAMBLE
CompensationExplanation/Compensation/PersonName2SEE ATTACHED BOARD OF DIRECTORS
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY0157549
IRS990EZ/CashSavingsAndInvestments/EOY0121044
IRS990EZ/ContributionsGiftsGrantsEtc0106000
IRS990EZ/CostOfGoodsSold025803
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-137962
IRS990EZ/FeesAndOthPymtToIndContractors09300
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GroProfitLossSalesOfInventory014622
IRS990EZ/GrossReceipts0146640
IRS990EZ/GrossSalesOfInventory040425
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InvestmentIncome0215
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingAccrual0X
IRS990EZ/NetAssetsOrFundBalances/BOY0388401
IRS990EZ/NetAssetsOrFundBalancesBOY0388401
IRS990EZ/NetAssetsOrFundBalances/EOY0250439
IRS990EZ/NetAssetsOrFundBalancesEOY0250439
IRS990EZ/OccupancyRentUtilitiesAndMaint019100
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine101133 SOUTH BRADDOCK
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine111133 SOUTH BRADDOCK
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine121133 SOUTH BRADDOCK
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0PITTSBURGH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1PITTSBURGH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2PITTSBURGH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0PA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1PA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2PA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode015218
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode115218
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode215218
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition040.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition140.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition22.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation059250
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation159250
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc04616
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0LISA DICKUN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1REBECCA GAMBLE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2SEE ATTACHED BOARD OF DIRECTORS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0CO-EXEC DIR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1CO-EXEC DIR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2BOARD MEMBER
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY0251748
IRS990EZ/OtherAssetsTotal/EOY0156283
IRS990EZ/OtherExpensesTotal087951
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0PROVIDING ETHICS CURRICULUM FOR CHILDREN
IRS990EZ/PrintingPublicationsPostage01019
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0PROVIDE A LITERATURE-BASED ETHICS CURRICULUM FOR CHILDREN AND RELATED TRAINING FOR TEACHERS
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses0239325
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/SalariesOtherCompEmplBenefits0141429
IRS990EZ/StatesWhereCopyOfReturnIsFiled0PA
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY020896
IRS990EZ/SumOfTotalLiabilities/EOY026888
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine101133 SOUTH BRADDOCK AVENUE SUITE C
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0PITTSBURGH
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0PA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode015218
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10THE HEARTWOOD INSTITUTE
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber04127232183
IRS990EZ/TotalAssets/BOY0409297
IRS990EZ/TotalAssets/EOY0277327
IRS990EZ/TotalExpenses0258799
IRS990EZ/TotalProgramServiceExpenses0239325
IRS990EZ/TotalRevenue0120837
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0WWW.HEARTWOODETHICS.COM
IRS990ScheduleA/AmountsSubstContributorsTotal0175492
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear0106000
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year063850
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years0264937
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years067750
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years088682
IRS990ScheduleA/GiftsGrantsContribReceived170/Total0591219
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear0215
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year0540
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years02090
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years05841
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years010589
IRS990ScheduleA/GrossInvestmentIncome170/Total019275
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus1Year01106
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus2Years0150
IRS990ScheduleA/OtherIncome170/Total01256
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.67960
IRS990ScheduleA/PublicSupportPertcentPriorYear00.34260
IRS990ScheduleA/PublicSupportTotal1700415727
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear0106000
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year063850
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years0264937
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years067750
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years088682
IRS990ScheduleA/Total170/Total0591219
IRS990ScheduleA/TotalSupport0611750
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990ScheduleO/GeneralExplanation/Explanation0EXPENSES OFFICE EXPENSE 1,939 TRAVEL AND CONFERENCES 1,202 INSURANCE 3,174 UTILITIES 2,863 TAXES AND FEES 575 CONSULTING 67,539 COMPUTER EXPENSE 1,882 PROMOTIONS 1,045 TRAINING 1,129 BANK FEES 688 BAD DEBT 664 CONFERENCES AND MEETINGS 2,107 DUES AND SUBSCRIPTIONS 270 MISCELLANEOUS 2,100 NON-INVESTMENT DEPRECIATION 774 TOTAL 87,951
IRS990ScheduleO/GeneralExplanation/Explanation1GRANTS RECEIVABLE 114,571 25,000 ACCOUNTS RECEIVABLE 6,927 12,840 INVENTORIES FOR SALE OR USE 126,205 115,549 PREPAID EXPENSES AND DEFERRED CHARGES 2,500 2,123 FURNITURE & FIXTURES 66,458 66,458 LESS ACCUMULATED DEPRECIATION 64,913 65,687 65687 0 0 TOTAL 251,748 156,283
IRS990ScheduleO/GeneralExplanation/Explanation2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 20,896 26,888
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER LIABILITIES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0251638534
ReturnHeader/Filer/Name/BusinessNameLine10THE HEARTWOOD INSTITUTE
ReturnHeader/Filer/NameControl0HEAR
ReturnHeader/Filer/Phone04127232183
ReturnHeader/Filer/USAddress/AddressLine101133 SOUTH BRADDOCK AVENUE SUITE C
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode015218
ReturnHeader/Officer/DateSigned02012-10-25
ReturnHeader/Officer/Name0LISA DICKUN
ReturnHeader/Officer/Phone04127232183
ReturnHeader/Officer/Title0DIRECTOR
ReturnHeader/Preparer/DatePrepared02012-11-14
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BUCKLER MCKENNEY & NADZADI PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10116 FOX PLAN ROAD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MONROEVILLE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode015146
ReturnHeader/Preparer/Name0JENNIFER C NADZADI
ReturnHeader/Preparer/Phone04128567880
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-14T20:41:26-06:00

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