Civic Intelligence

Hopeful Hearts

EIN 26-2270916 • 501(c)3 • Tustin, CA

Profile

The purpose of this organization is to raise money to go towards congenital heart disease research and towards the children's hospital CTICU

12451 Ranchview DriveTustin, CA 92705

www.hopeful-hearts.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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

8th percentile

-119%

Higher net margin than 8% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

25th percentile

-29%

Faster asset growth than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

22nd percentile

-37%

Faster revenue growth than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$110,649

Down $45,817 (-29%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$110,649

Down $45,817 (-29%) from 2016

Operations
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

Down

$38,627

Down $22,259 (-37%) from 2016

Expenses

Up

$84,444

Up $15,923 (+23%) from 2016

Net Income

Down

-$45,817

Down $38,182 (-500%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

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

$200K$150K$100K$50K$0Assets 2010: $29,450Net Assets 2010: $29,4502010Assets 2011: $22,954Net Assets 2011: $22,9542011Assets 2012: $80,213Liabilities 2012: $0Net Assets 2012: $80,2132012Assets 2014: $104,381Net Assets 2014: $104,3812014Assets 2015: $164,101Net Assets 2015: $164,1012015Assets 2016: $156,466Net Assets 2016: $156,4662016Assets 2017: $110,649Net Assets 2017: $110,6492017

Highlighted filing

2017

Assets$110,649
Liabilities-
Net Assets$110,649
Open 2017 Filing

Operations Trend

Revenue Growth22nd percentile

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

$200K$100K$0-$100KRevenue 2010: $29,922Expenses 2010: $6,717Net Income 2010: $23,2052010Revenue 2011: $15,138Expenses 2011: $21,634Net Income 2011: -$6,4962011Expenses 2012: $112,0792012Revenue 2014: $77,469Expenses 2014: $44,391Net Income 2014: $33,0782014Revenue 2015: $170,868Expenses 2015: $111,148Net Income 2015: $59,7202015Revenue 2016: $60,886Expenses 2016: $68,521Net Income 2016: -$7,6352016Revenue 2017: $38,627Expenses 2017: $84,444Net Income 2017: -$45,8172017

Highlighted filing

2017

Revenue$38,627
Expenses$84,444
Net Income-$45,817
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$110,649
Liabilities
-
Net assets
$110,649
Revenue
$38,627
Expenses
$84,444
Net income
-$45,817
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$1.11$1.11$0.39$0.84$0.46
2016Detailed filing. Detailed filing data is available for this year.$1.56$1.56$0.61$0.69$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.64$1.64$1.71$1.11$0.60
2014Detailed filing. Detailed filing data is available for this year.$1.04$1.04$0.77$0.44$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.00$0.80$1.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.23$0.15$0.22$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.29$0.30$0.07$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.2
Gross Receipts
$38,627
Mission and Program Overview

Mission

The purpose of this organization is to raise money to go towards congenital heart disease research and towards the children's hospital CTICU

Program Services

DescriptionGrantsExpenses
Funds are provided to families to pay for lodging while their children are in the hopsital and other funds are given to the children's hospital in support of congenital heart research$6,464-
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Adam ChezPresident-$0--
Jon NewmanCFO-$0--
Rebecca HiggsCOO-$0--
Terra ChezTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Hopeful Hearts
EIN
26-2270916
Phone
8778295500
Address
12451 Ranchview Drive, Tustin, CA 92705

Signing Officer

Name
Adam Chez
Title
President
Phone
8778295500
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
White Nelson Diehl Evans LLP
Address
2875 Michelle Drive Suite 300, Irvine, CA 92606
Preparer
Mark F von Rotz CPA
Phone
7149781300
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $5059”

Other Expenses.1002

“Office Expenses $1733”

Other Expenses.1005

“Travel $5166”

Other Expenses.1

“Program Service Expenses $53923”

Other Expenses.2

“Fundraising Expenses $17879”

Other Expenses.4

“Telephone $25”

Other Expenses.5

“Bank Charges $20”

Raw XML Appendix145 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/PersonNm0Jon Newman
IRS990EZ/BooksInCareOfDetail/PhoneNum08778295500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012451 Ranchview Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Tustin
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092705
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0156466
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0110649
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt038627
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-45817
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0156466
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0110649
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt038627
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0156466
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0110649
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0156466
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0110649
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Adam Chez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jon Newman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Rebecca Higgs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Terra Chez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2COO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt083805
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The purpose of this organization is to raise money to go towards congenital heart disease research and towards the children's hospital CTICU
IRS990EZ/PrintingPublicationsPostageAmt0639
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Funds are provided to families to pay for lodging while their children are in the hopsital and other funds are given to the children's hospital in support of congenital heart research
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06464
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt084444
IRS990EZ/TotalProgramServiceExpensesAmt06464
IRS990EZ/TotalRevenueAmt038627
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.hopeful-hearts.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt038627
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt060886
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0170868
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt077469
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt021771
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0369621
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0369621
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt038627
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt060886
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0170868
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt077469
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt021771
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0369621
IRS990ScheduleA/TotalSupportAmt0369621
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $5059
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1733
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $5166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Program Service Expenses $53923
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Fundraising Expenses $17879
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Telephone $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank Charges $20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Adam Chez
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08778295500
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Hopeful Hearts
ReturnHeader/Filer/BusinessNameControlTxt0HOPE
ReturnHeader/Filer/EIN0262270916
ReturnHeader/Filer/PhoneNum08778295500
ReturnHeader/Filer/USAddress/AddressLine1Txt012451 Ranchview Drive
ReturnHeader/Filer/USAddress/CityNm0Tustin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092705
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330686301
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0White Nelson Diehl Evans LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02875 Michelle Drive Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Irvine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092606
ReturnHeader/PreparerPersonGrp/PhoneNum07149781300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark F von Rotz CPA
ReturnHeader/ReturnTs02018-11-14T16:35:38-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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