Civic Intelligence

Practical Hearts Representative Payee Services

990EZ • Fiscal year 2017 • EIN 26-4153669

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 25, 2019

Organization ProfileN/A
PO Box 1357Soquel, CA 95073

(831) 466-0164

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

89th percentile

43%

Higher net margin than 89% of similar nonprofits.

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

Top Officer Pay

79th percentile

$7,403

Higher top officer pay than 79% of similar nonprofits.

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

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

Asset Growth

78th percentile

32%

Faster asset growth than 78% of similar nonprofits.

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

Revenue Growth

94th percentile

126%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • 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

Net Assets

Up

$7,034

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

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin89th 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

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$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 Growth94th percentile

Revenue, expenses, and net income across loaded years, with this 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
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 25, 2019
Return Version
2017v2.2
Gross Receipts
$16,251
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.$14,544-
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUZANNE DOWLINGPresidentPT$7,403-$7,403
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
2019-03-25
Discuss with paid preparer
Yes

Preparer

Firm
Waterman & Associates CPA
Address
1855 HAMILTON AVE STE 203, SAN JOSE, CA 95125
Preparer
Richard Waterman
Phone
4082658400
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $1599”

Raw XML Appendix110 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/BOYAmt045
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07034
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06989
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0260
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt045
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07034
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt016251
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt045
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07034
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt045
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07034
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt07403
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUZANNE DOWLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01599
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/ProgramServiceRevenueAmt016251
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided timely money management service to multiple clients.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt014544
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt07403
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09262
IRS990EZ/TotalProgramServiceExpensesAmt014544
IRS990EZ/TotalRevenueAmt016251
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/ExplanationTxt0Insurance $1599
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUZANNE DOWLING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-25
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/PreparerFirmEIN0461622723
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WATERMAN & ASSOCIATES CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01855 HAMILTON AVE STE 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095125
ReturnHeader/PreparerPersonGrp/PhoneNum04082658400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard Waterman
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-03-25T11:12:17-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

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
2017Detailed filing. Detailed filing data is available for this year.$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