Civic Intelligence

Lion'S Heart

990 • Fiscal year 2020 • EIN 26-2781977

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

5753 Santa Ana Canyon Rd No G-195Anaheim Hills, CA 92807

(800) 894-8877

Siviq Scores

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

Liabilities / Assets

97th percentile

1.73x

Higher debt load relative to assets than 97% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

65th percentile

0.16x

Higher debt load relative to revenue than 65% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

55th percentile

9.0%

Higher net margin than 55% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

82nd percentile

$82,062

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 14.2% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

81st percentile

45%

Faster asset growth than 81% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

41st percentile

-7.6%

Faster revenue growth than 41% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$51,819

Up $15,966 (+45%) from 2019

Net Assets

Up

-$37,725

Up $68,634 (+65%) from 2019

Liabilities

Down

$89,544

Down $52,668 (-37%) from 2019

Revenue

Down

$576,460

Down $47,227 (-7.6%) from 2019

Expenses

Down

$524,774

Down $102,512 (-16%) from 2019

Net Income

Up

$51,686

Up $55,285 (+1536%) from 2019

Historical Trend

Balance Sheet Trend

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

$200K$100K$0-$100K-$200KAssets 2014: $45,835Liabilities 2014: $2,500Net Assets 2014: $43,3352014Assets 2015: $40,697Liabilities 2015: $0Net Assets 2015: $40,6972015Assets 2017: $75,598Liabilities 2017: $5,480Net Assets 2017: $70,1182017Assets 2018: $57,740Liabilities 2018: $160,500Net Assets 2018: -$102,7602018Assets 2019: $35,853Liabilities 2019: $142,212Net Assets 2019: -$106,3592019Assets 2020: $51,819Liabilities 2020: $89,544Net Assets 2020: -$37,7252020Assets 2021: $21,956Liabilities 2021: $60,377Net Assets 2021: -$38,4212021Assets 2022: $25,170Liabilities 2022: $35,900Net Assets 2022: -$10,7302022Assets 2024: $13,451Liabilities 2024: $15,025Net Assets 2024: -$1,5742024

Highlighted filing

2020

Assets$51,819
Liabilities$89,544
Net Assets-$37,725

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2014: $196,725Expenses 2014: $154,740Net Income 2014: $41,9852014Revenue 2015: $288,865Expenses 2015: $291,503Net Income 2015: -$2,6382015Revenue 2017: $654,587Expenses 2017: $671,721Net Income 2017: -$17,1342017Revenue 2018: $716,864Expenses 2018: $889,742Net Income 2018: -$172,8782018Revenue 2019: $623,687Expenses 2019: $627,286Net Income 2019: -$3,5992019Revenue 2020: $576,460Expenses 2020: $524,774Net Income 2020: $51,6862020Revenue 2021: $606,959Expenses 2021: $607,655Net Income 2021: -$6962021Revenue 2022: $564,729Expenses 2022: $537,038Net Income 2022: $27,6912022Revenue 2024: $591,921Expenses 2024: $527,959Net Income 2024: $63,9622024

Highlighted filing

2020

Revenue$576,460
Expenses$524,774
Net Income$51,686
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$576,791
Mission and Program Overview

Mission

Lion's heart inspires teens to have a positive impact in their communities through leadership and participation in volunteering, providing needed resources for causes that ignite their passions.

Promoting teen voluntary charitable service by organizing, facilitating, administering and

Balance Sheet Detail
LineBeginningEndChange
Assets
Loans From Officers Directors$72,550$43,350▼ $29,200
Cash and Non-Interest-Bearing Accounts$6,368$32,367▲ $25,999
Prepaid Expenses and Deferred Charges$14,578--
Land, Buildings, and Equipment, Net$14,907$4,589▼ $10,318
Accounts Receivable$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-106,359$-37,725▲ $68,634
Total Assets$35,853$51,819▲ $15,966
Other Assets Total$0$14,863▲ $14,863
Liabilities
Unsecured Notes Loans Payable$69,662--
Other Liabilities$0$46,194▲ $46,194
Deferred Revenue$0--
Total Liabilities$142,212$89,544▼ $52,668
Net Assets / Fund Balance
Total Net Assets Fund Balance$-106,359$-37,725▲ $68,634
Total Liabilities and Net Assets / Fund Balance$35,853$51,819▲ $15,966

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,589$25,550$30,139
Other Assets Org$12,734--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Rebecca TankersleyCEOFT$82,062$82,062

Board Members and Trustees

NameTitle
James BastianChairman
Glenn LlopisDirector
Jan KerchnerDirector
Michael BeaudoinDirector
Neeraj SharmaDirector
Teresa CorwinDirector
Clayton CorwinSecretary and Director
Revenue and Support

Revenue Composition

Contributions and Grants
$570,990
Program Service Revenue
$0
Investment Income
$5,470
Other Revenue
$0
All Other Contributions
$70,210
Change in Net Assets
$51,686
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$388,520
Other Expenses$136,254
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$257,480--$257,480
Current Officers, Directors, Trustees, and Key Employees$82,062--$82,062
Payroll Taxes-$29,534-$29,534
Insurance-$22,760-$22,760
Other Employee Benefits-$19,444-$19,444
Office Expenses-$18,579-$18,579
Occupancy-$11,299-$11,299
Other Expenses$10,245$10,631-$10,631
All Other Expenses$8,899--$8,899
Interest-$3,437-$3,437
Depreciation Depletion-$3,157-$3,157
Fees for Services Other-$2,005-$2,005
Fees for Services Accounting-$1,500-$1,500
Advertising$762--$762
Travel-$711-$711
Fees for Services Legal-$85-$85
Total Functional Expenses$359,448$165,326$0$524,774
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$72,550$43,350▼ $29,200
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Line of Credit$41,145
Ee Contribution Via Pr Deduction$4,659
Payroll Liabilities$390
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Clayton corwin & teresa corwin family relationship.

Form 990, Part VI, Section A, Line 8B

The organization does not have committees.

Form 990, Part VI, Section B, Line 11B

The return preparer emails a copy of the draft form 990 to the ceo for review. The final return is published on the organization's website for the public to see.

Form 990, Part VI, Section B, Line 12C

The executive director regularly and prospectively reviews all the organization's proposed relationships, contracts, and agreements to insure compliance with the policy. All new employees are trained to understand and follow the policy, and it is reviewed annually with each employee. The ceo reports to the board of directors quarterly on enforcement of the policy, and addresses any questions concerning compliance

Form 990, Part VI, Section C, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
LION'S HEART
EIN
26-2781977
Phone
8008948877
Address
5753 SANTA ANA CANYON RD NO G-195, ANAHEIM HILLS, CA 92807

Signing Officer

Name
Rebecca Tankersley
Title
CEO
Phone
8008948877
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rebecca Tankersley
Formed
2014
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
7
Volunteers
551

Preparer

Firm
Haskell & White Llp
Address
300 SPECTRUM CENTER DR STE 300, IRVINE, CA 92618
Preparer
Rick Smetanka
Phone
9494506200
Raw XML AppendixShowing 400 of 408 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.

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IRS990/Desc0COORDINATE COMMUNITY SERVICE OPPORTUNITIES BETWEEN POTENTIAL VOLUNTEERS AND THOSE IN NEED OF SERVICES. EXAMPLES OF COMMUNITY SERVICE PROVIDED BY LION'S HEART VOLUNTEERS INCLUDE SERVING MEALS AND PERFORMING AT SENIOR CITIZENS' HOMES, HELPING AT CHARITY EVENTS (DINNER DANCES, AUCTIONS, RUNNING EVENTS), BEACH AND TRAIL CLEAN UPS, COACHING AND REFFING FOR SPORTS, WORKING AT FOOD BANKS, VOLUNTEERING AT HOMELESS AND YOUTH SHELTERS, CLOTHING, SHOE, FOOD, BOOK AND HYGIENE PRODUCT DRIVES, AND MUCH MORE. VOLUNTEERS ALSO HELP THE DISABLED AT SPORTS AND RECREATION CAMPS. EXAMPLES OF EDUCATIONAL HOURS INCLUDE HELPING TEACHERS PREPARE THEIR CLASSROOMS FOR THE SCHOOL YEAR, SHELVING LIBRARY BOOKS, CAMPUS BEAUTIFICATION PROJECTS, BUILDING SCHOOL PLAY SETS, CAMPUS GARDENS AND OTHER PROJECTS DURING NON-CLASSROOM TIME.
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0411576
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02886887
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt025
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt014
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt039
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt05445
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01257
IRS990ScheduleA/OtherIncome170Grp/TotalAmt06702
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99770
IRS990ScheduleA/PublicSupportTotal170Amt02886887
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0527640
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0615452
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0685545
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0646674
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0411576
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02886887
IRS990ScheduleA/TotalSupportAmt02893628
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt04589
IRS990ScheduleD/EquipmentGrp/DepreciationAmt025550
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt030139
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt02129
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt112734
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CREDIT CARD PREPAID
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1PAYROLL TAX PREPAID
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0390
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14659
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt241145
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1EE CONTRIBUTION VIA PR DEDUCTION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2LINE OF CREDIT
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04589
IRS990ScheduleD/TotalBookValueOtherAssetsAmt014863
IRS990ScheduleD/TotalLiabilityAmt046194
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt043350
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0FUND OPERATING
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt063000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0CLAYTON CORWIN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0SECRETARY AND DIRECTOR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/TotalBalanceDueAmt043350
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLAYTON CORWIN & TERESA CORWIN FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE RETURN PREPARER EMAILS A COPY OF THE DRAFT FORM 990 TO THE CEO FOR REVIEW. THE FINAL RETURN IS PUBLISHED ON THE ORGANIZATION'S WEBSITE FOR THE PUBLIC TO SEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE EXECUTIVE DIRECTOR REGULARLY AND PROSPECTIVELY REVIEWS ALL THE ORGANIZATION'S PROPOSED RELATIONSHIPS, CONTRACTS, AND AGREEMENTS TO INSURE COMPLIANCE WITH THE POLICY. ALL NEW EMPLOYEES ARE TRAINED TO UNDERSTAND AND FOLLOW THE POLICY, AND IT IS REVIEWED ANNUALLY WITH EACH EMPLOYEE. THE CEO REPORTS TO THE BOARD OF DIRECTORS QUARTERLY ON ENFORCEMENT OF THE POLICY, AND ADDRESSES ANY QUESTIONS CONCERNING COMPLIANCE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt035853
IRS990/TotalAssetsEOYAmt051819
IRS990/TotalAssetsGrp/BOYAmt035853
IRS990/TotalAssetsGrp/EOYAmt051819
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0570990
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0165326
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0359448
IRS990/TotalFunctionalExpensesGrp/TotalAmt0524774
IRS990/TotalGrossUBIAmt05445
IRS990/TotalLiabilitiesBOYAmt0142212
IRS990/TotalLiabilitiesEOYAmt089544
IRS990/TotalLiabilitiesGrp/BOYAmt0142212
IRS990/TotalLiabilitiesGrp/EOYAmt089544
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-106359
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-37725
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0359448
IRS990/TotalReportableCompFromOrgAmt082062
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt025
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0576460
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt05445
IRS990/TotalVolunteersCnt0551
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt035853
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt051819
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0711
IRS990/TravelGrp/TotalAmt0711
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt069662
IRS990/USAddress/AddressLine1Txt05753 SANTA ANA CANYON RD NO G-195
IRS990/USAddress/CityNm0ANAHEIM HILLS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092807
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.LIONSHEARTSERVICES.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0REBECCA TANKERSLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum08008948877
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LION'S HEART
ReturnHeader/Filer/BusinessNameControlTxt0LION
ReturnHeader/Filer/EIN0262781977
ReturnHeader/Filer/PhoneNum08008948877
ReturnHeader/Filer/USAddress/AddressLine1Txt05753 SANTA ANA CANYON RD NO G-195
ReturnHeader/Filer/USAddress/CityNm0ANAHEIM HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092807
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330310569
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HASKELL & WHITE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 SPECTRUM CENTER DR STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092618
ReturnHeader/PreparerPersonGrp/PhoneNum09494506200

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