Civic Intelligence

Practical Hearts Representative Payee

EIN 26-4153669 • 501(c)3 • Soquel, CA

Profile

Provide money, management services to elderly dual diagnosis, mentally ill, dev disabled and others who are unable to manage their soc scurity benefit

PO Box 1357Soquel, CA 95073
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

87th percentile

43%

Higher net margin than 87% of similar nonprofits.

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

Top Officer Pay

84th percentile

$7,403

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 45.6% of source-year revenue.

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

Asset Growth

81st percentile

32%

Faster asset growth than 81% of similar nonprofits.

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

Revenue Growth

93rd percentile

126%

Faster revenue growth than 93% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$7,034

Up $1,707 (+32%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$7,034

Up $1,707 (+32%) from 2016

Operations
Liabilities / RevenueScore unavailableNet Margin87th percentile

Revenue

Up

$16,251

Up $9,059 (+126%) from 2016

Expenses

Up

$9,262

Up $7,397 (+397%) from 2016

Net Income

Up

$6,989

Up $1,662 (+31%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2012: $0Net Assets 2012: $02012Assets 2016: $5,327Net Assets 2016: $5,3272016Assets 2017: $7,034Net Assets 2017: $7,0342017

Highlighted filing

2017

Assets$7,034
Liabilities-
Net Assets$7,034
Open 2017 Filing

Operations Trend

Revenue Growth93rd percentile

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

$60K$40K$20K$0Revenue 2012: $44,153Expenses 2012: $44,153Net Income 2012: $02012Revenue 2016: $7,192Expenses 2016: $1,865Net Income 2016: $5,3272016Revenue 2017: $16,251Expenses 2017: $9,262Net Income 2017: $6,9892017

Highlighted filing

2017

Revenue$16,251
Expenses$9,262
Net Income$6,989
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$7,034
Liabilities
-
Net assets
$7,034
Revenue
$16,251
Expenses
$9,262
Net income
$6,989
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.03$7.03$16.3$9.26$6.99
2016Detailed filing. Detailed filing data is available for this year.$5.33$5.33$7.19$1.87$5.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$44.2$44.2$0.00
Latest Detailed Filing

The latest 2017 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 6, 2017
Return Version
2016v3.0
Gross Receipts
$7,192
Mission and Program Overview

Mission

Provide money, management services to elderly dual diagnosis, mentally ill, dev disabled and others who are unable to manage their soc scurity benefit

Program Services

DescriptionGrantsExpenses
Provided timely money management service to multiple clients.$1,865-
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUZANNE DOWLINGPresident-$0--
Filing and Contact Details

Filer

Filer Name
Practical Hearts Representative Payee
EIN
26-4153669
Phone
8314660164
Address
PO BOX 1357, SOQUEL, CA 95073

Signing Officer

Name
Suzanne Dowling
Title
President
Signed
2017-04-06
Discuss with paid preparer
Yes

Preparer

Firm
Waterman & Associates CPA
Address
595 MILLICH DR STE 215, CAMPBELL, CA 95008-0550
Preparer
Richard Waterman
Phone
4082658400
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $599”

Other Expenses.1012

“Insurance $1266”

Raw XML Appendix108 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/PersonNm0SUZANNE DOWLING
IRS990EZ/BooksInCareOfDetail/PhoneNum08314660164
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1357
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SOQUEL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095073
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05327
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05327
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05327
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt07192
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05327
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05327
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUZANNE DOWLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01865
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE MONEY, MANAGEMENT SERVICES TO ELDERLY DUAL DIAGNOSIS, MENTALLY ILL, DEV DISABLED AND OTHERS WHO ARE UNABLE TO MANAGE THEIR SOC SCURITY BENEFIT
IRS990EZ/ProgramServiceRevenueAmt07192
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided timely money management service to multiple clients.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01865
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01865
IRS990EZ/TotalProgramServiceExpensesAmt01865
IRS990EZ/TotalRevenueAmt07192
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalSupportAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $599
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1266
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUZANNE DOWLING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PRACTICAL HEARTS REPRESENTATIVE PAYEE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SERVICES
ReturnHeader/Filer/BusinessNameControlTxt0PRAC
ReturnHeader/Filer/EIN0264153669
ReturnHeader/Filer/PhoneNum08314660164
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1357
ReturnHeader/Filer/USAddress/CityNm0SOQUEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095073
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WATERMAN & ASSOCIATES CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0595 MILLICH DR STE 215
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAMPBELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0950080550
ReturnHeader/PreparerPersonGrp/PhoneNum04082658400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard Waterman
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-04-06T11:55:30-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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