Civic Intelligence

Heart of Ida

EIN 27-1105150 • 501(c)3 • Long Beach, CA

Profile

The Heart of Ida supports Long Beach seniors in need with programs and services that sustain independence and connection within their community.

1150 E 4th StreetLong Beach, CA 90802

www.heartofida.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

71st percentile

0.03x

Higher debt load relative to assets than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

71st percentile

0.02x

Higher debt load relative to revenue than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

62nd percentile

8.7%

Higher net margin than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

89th percentile

64%

Faster asset growth than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

90th percentile

83%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$297,159

Up $42,052 (+16%) from 2023

Liabilities

Down

$8,068

Down $184 (-2.2%) from 2023

Net Assets

Up

$289,091

Up $42,236 (+17%) from 2023

Operations
Liabilities / Revenue71st percentileNet Margin62nd percentile

Revenue

Up

$486,820

Up $93,764 (+24%) from 2023

Expenses

Up

$444,584

Up $191,364 (+76%) from 2023

Net Income

Down

$42,236

Down $97,600 (-70%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth89th percentile

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

$300K$200K$100K$0Assets 2020: $77,752Liabilities 2020: $5,136Net Assets 2020: $72,6162020Assets 2021: $112,355Liabilities 2021: $3,923Net Assets 2021: $108,4322021Assets 2022: $110,922Liabilities 2022: $3,903Net Assets 2022: $107,0192022Assets 2023: $255,107Liabilities 2023: $8,252Net Assets 2023: $246,8552023Assets 2024: $297,159Liabilities 2024: $8,068Net Assets 2024: $289,0912024

Highlighted filing

2024

Assets$297,159
Liabilities$8,068
Net Assets$289,091
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$600K$400K$200K$0-$200KRevenue 2020: $113,857Expenses 2020: $72,238Net Income 2020: $41,6192020Revenue 2021: $179,098Expenses 2021: $143,282Net Income 2021: $35,8162021Revenue 2022: $144,700Expenses 2022: $146,113Net Income 2022: -$1,4132022Revenue 2023: $393,056Expenses 2023: $253,220Net Income 2023: $139,8362023Revenue 2024: $486,820Expenses 2024: $444,584Net Income 2024: $42,2362024

Highlighted filing

2024

Revenue$486,820
Expenses$444,584
Net Income$42,236
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$297,159
Liabilities
$8,068
Net assets
$289,091
Revenue
$486,820
Expenses
$444,584
Net income
$42,236
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.97$0.08$2.89$4.87$4.45$0.42
2023Detailed filing. Detailed filing data is available for this year.$2.55$0.08$2.47$3.93$2.53$1.40
2022Detailed filing. Detailed filing data is available for this year.$1.11$0.04$1.07$1.45$1.46$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.12$0.04$1.08$1.79$1.43$0.36
2020Detailed filing. Detailed filing data is available for this year.$0.78$0.05$0.73$1.14$0.72$0.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 30, 2025
Return Version
2024v5.2
Gross Receipts
$486,820
Mission and Program Overview

Mission

To help older adults preserve independence as long as possible, and provide comfort and cheer when assisted living is necessary.

The Heart of Ida supports Long Beach seniors in need with programs and services that sustain independence and connection within their community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$252,604$292,946▲ $40,342
Savings and Temporary Cash Investments$1,853$3,235▲ $1,382
Prepaid Expenses and Deferred Charges-$977-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$255,107$297,159▲ $42,052
Other Assets Total$650$1▼ $649
Liabilities
Accounts Payable and Accrued Expenses$8,252$8,068▼ $184
Total Liabilities$8,252$8,068▼ $184
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$167,340$289,091▲ $121,751
Net Assets With Donor Restrictions$79,515--
Total Net Assets Fund Balance$246,855$289,091▲ $42,236
Total Liabilities and Net Assets / Fund Balance$255,107$297,159▲ $42,052

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$2,067$2,067
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Amy OpheimPresident
Eric BergVice Chair
Patricia EstradaDirector
Garrett BriefSecretary
Ann-Marie Gabel CPATreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$486,530
Program Service Revenue
$0
Investment Income
$290
Other Revenue
$0
All Other Contributions
$188,218
Change in Net Assets
$42,236
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$213,672
Grants and Similar Amounts Paid$125,220
Other Expenses$105,692
Total Fundraising Expense$19,232
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$176,520$1,717$17,890$196,127
Grants to Domestic Individuals$125,220--$125,220
Fees for Services Other$24,295$2,093-$26,388
Payroll Taxes$14,993$1,210$1,342$17,545
Fees for Services Accounting$1,005$8,820-$9,825
All Other Expenses$1,561$5,319-$6,880
Other Expenses$4,693$5,850-$5,850
Insurance$1,157$4,036-$5,193
Advertising$3,147$267-$3,414
Total Functional Expenses$390,649$34,703$19,232$444,584
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
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

“Eric Berg, board member, is related to Dina Berg, executive director.”

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

“Committees do not have authority to act on behalf of the board of directors.”

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

“President reviewed prior to filing. Board of directors received a copy after filing.”

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

“Conflict of interest policy is posted in Heart of Ida's offices. Staff and board are aware of policy with it being reviewed twice a year.”

Form 990, Part VI, Section B, Line 15A

“Executive Director salary is reviewed in light of responsibilities and duties to ensure it is commensurate with local standards.”

Form 990, Part VI, Section C, Line 19

“Documents required for public inspection are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Heart of Ida
EIN
27-1105150
Phone
5625703548
Address
1150 E 4th Street, Long Beach, CA 90802

Signing Officer

Name
Amy Opheim
Title
President
Signed
2025-07-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Opheim
Formed
2009
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
6
Volunteers
20

Preparer

Firm
Katherine Gluck CPA
Address
703 Pier Ave B621, Hermosa Beach, CA 90254
Preparer
Katherine Gluck
Phone
3104066256
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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01853
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03235
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0486530
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0393056
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0144050
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0179098
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0113857
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01316591
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0290
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0290
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0650
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.88630
IRS990ScheduleA/PublicSupportPY170Pct00.86010
IRS990ScheduleA/PublicSupportTotal170Amt01167158
IRS990ScheduleA/SubstantialContributorsTotAmt0149433
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0486530
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0393056
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0144050
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0179098
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0113857
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01316591
IRS990ScheduleA/TotalSupportAmt01316881
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02067
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02067
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Senior food assistance
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1Senior food assistance
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt027715
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt197505
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0Grocery cards & vouchers
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc1Monthly food boxes
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0554
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt1230
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc1FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Food boxes were provided to low-income seniors, selected via zip code and income.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Eric Berg, board member, is related to Dina Berg, executive director.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Committees do not have authority to act on behalf of the board of directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2President reviewed prior to filing. Board of directors received a copy after filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conflict of interest policy is posted in Heart of Ida's offices. Staff and board are aware of policy with it being reviewed twice a year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Executive Director salary is reviewed in light of responsibilities and duties to ensure it is commensurate with local standards.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Documents required for public inspection are made available upon request.
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 B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, Line 19
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0255107
IRS990/TotalAssetsEOYAmt0297159
IRS990/TotalAssetsGrp/BOYAmt0255107
IRS990/TotalAssetsGrp/EOYAmt0297159
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0486530
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt019232
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt034703
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0390649
IRS990/TotalFunctionalExpensesGrp/TotalAmt0444584
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08252
IRS990/TotalLiabilitiesEOYAmt08068
IRS990/TotalLiabilitiesGrp/BOYAmt08252
IRS990/TotalLiabilitiesGrp/EOYAmt08068
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0246855
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0289091
IRS990/TotalOtherProgSrvcExpenseAmt037706
IRS990/TotalProgramServiceExpensesAmt0390649
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0290
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0486820
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0255107
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0297159
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01150 E 4th Street
IRS990/USAddress/CityNm0Long Beach
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090802
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0www.heartofida.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Amy Opheim
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Heart of Ida
ReturnHeader/Filer/BusinessNameControlTxt0HEAR

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