Civic Intelligence

Practical Hearts Representative Payee Services

990EZ • Fiscal year 2016 • EIN 26-4153669

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 06, 2017

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

96th percentile

74%

Higher net margin than 96% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$5,327

Up $5,327 from 2012

Net Assets

Up

$5,327

Up $5,327 from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

Down

$7,192

Down $36,961 (-84%) from 2012

Expenses

Down

$1,865

Down $42,288 (-96%) from 2012

Net Income

Up

$5,327

Up $5,327 from 2012

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2016

Assets$5,327
Liabilities-
Net Assets$5,327
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2016

Revenue$7,192
Expenses$1,865
Net Income$5,327
Open 2016 Filing
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 Pay75th 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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,327
Liabilities
-
Net assets
$5,327
Revenue
$7,192
Expenses
$1,865
Net income
$5,327
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits