Civic Intelligence

Helping Hearts Foundation

990 • Fiscal year 2018 • EIN 27-4415664

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

Organization Profile

View Organization Page

3050 Fite Cir Ste 108Sacramento, CA 95827-1810

(916) 489-1095

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

35th percentile

-1.3%

Higher net margin than 35% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

6th percentile

-21%

Faster asset growth than 6% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

80th percentile

27%

Faster revenue growth than 80% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$62,307

Down $16,462 (-21%) from 2017

Net Assets

Down

$62,307

Down $16,462 (-21%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin35th percentile

Revenue

Up

$1,246,094

Up $266,358 (+27%) from 2017

Expenses

Up

$1,262,556

Up $312,441 (+33%) from 2017

Net Income

Down

-$16,462

Down $46,083 (-156%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$100K$50K$0Assets 2013: $12,500Liabilities 2013: $0Net Assets 2013: $12,5002013Assets 2014: $12,500Liabilities 2014: $0Net Assets 2014: $12,5002014Assets 2015: $13,750Liabilities 2015: $0Net Assets 2015: $13,7502015Assets 2016: $49,148Liabilities 2016: $0Net Assets 2016: $49,1482016Assets 2017: $78,769Liabilities 2017: $0Net Assets 2017: $78,7692017Assets 2018: $62,307Liabilities 2018: $0Net Assets 2018: $62,3072018Assets 2019: $62,307Liabilities 2019: $0Net Assets 2019: $62,3072019Assets 2020: $62,307Liabilities 2020: $0Net Assets 2020: $62,3072020Assets 2021: $89,058Liabilities 2021: $0Net Assets 2021: $89,0582021Assets 2022: $81,744Liabilities 2022: $0Net Assets 2022: $81,7442022Assets 2023: $59,669Liabilities 2023: $0Net Assets 2023: $59,6692023Assets 2024: $4,731Liabilities 2024: $0Net Assets 2024: $4,7312024

Highlighted filing

2018

Assets$62,307
Liabilities$0
Net Assets$62,307
Open 2018 Filing

Operations Trend

Revenue Growth80th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2013: $1,197,026Expenses 2013: $1,197,026Net Income 2013: $02013Revenue 2014: $2,630,731Expenses 2014: $2,630,731Net Income 2014: $02014Revenue 2015: $1,639,897Expenses 2015: $1,638,647Net Income 2015: $1,2502015Revenue 2016: $1,390,701Expenses 2016: $1,355,303Net Income 2016: $35,3982016Revenue 2017: $979,736Expenses 2017: $950,115Net Income 2017: $29,6212017Revenue 2018: $1,246,094Expenses 2018: $1,262,556Net Income 2018: -$16,4622018Revenue 2019: $1,248,569Expenses 2019: $1,248,569Net Income 2019: $02019Revenue 2020: $1,316,302Expenses 2020: $1,316,302Net Income 2020: $02020Revenue 2021: $1,119,153Expenses 2021: $1,092,402Net Income 2021: $26,7512021Revenue 2022: $938,963Expenses 2022: $946,277Net Income 2022: -$7,3142022Revenue 2023: $738,112Expenses 2023: $760,187Net Income 2023: -$22,0752023Revenue 2024: $264,343Expenses 2024: $319,281Net Income 2024: -$54,9382024

Highlighted filing

2018

Revenue$1,246,094
Expenses$1,262,556
Net Income-$16,462
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Gross Receipts
$1,246,094
Mission and Program Overview

Mission

Helping hearts will endeavor to enhance the positive quality of individual, family and community life by providing services that are consistly available , accessible and responsive to the needs of individuals, families and groups needing assistance, and to work with the community

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$78,769$62,307▼ $16,462
Total Assets$78,769$62,307▼ $16,462
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$78,769$62,307▼ $16,462
Total Net Assets Fund Balance$78,769$62,307▼ $16,462
Total Liabilities and Net Assets / Fund Balance$78,769$62,307▼ $16,462
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
James BorgmeyerPrincipal
Karina VazquezTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,246,094
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-16,462
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$695,658
Other Expenses$566,898
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$695,658--$695,658
Fees for Services Other$566,898--$566,898
Total Functional Expenses$1,262,556$0$0$1,262,556
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
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 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

Officer directors etc family relationship Part VI line 2

“Board of directors consist of two married couples”

Organizational document changes Part VI line 4

“No significant changes to organizational documents”

Form 990 governing body review Part VI line 11

“No review was conducted or will be conducted”

Conflict of interest policy compliance Part VI line 12C

“Conflict of interest policy is in place”

Governing documents etc available to public Part VI line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Helping Hearts Foundation
EIN
27-4415664
Address
3050 FITE CIR STE 108, SACRAMENTO, CA 95827-1810

Signing Officer

Name
James Borgmeyer
Title
Principal
Phone
9167431095
Signed
2019-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Borgmeyer
Formed
2011
Legal Domicile
CA
Voting Board Members
2
Independent Board Members
0
Employees
29

Preparer

Firm
Jeter Tax & Financial Services Inc
Address
9521 Folsom Blvd Ste M, Sacramento, CA 95827
Preparer
Samuel Tony Jeter
Phone
9163635022
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“Compensation of independent contractors”

Raw XML Appendix242 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
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IRS990/CYRevenuesLessExpensesAmt0-16462
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IRS990/DescribedInSection501c3Ind0true
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IRS990/EmployeeCnt029
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IRS990/ForeignActivitiesInd0false
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRINCIPAL
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02011
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01246094
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0HELPING HEARTS WILL ENDEAVOR TO ENHANCE THE POSITIVE QUALITY OF INDIVIDUAL, FAMILY AND COMMUNITY LIFE BY PROVIDING SERVICES THAT ARE CONSISTLY AVAILABLE , ACCESSIBLE AND RESPONSIVE TO THE NEEDS OF INDIVIDUALS, FAMILIES AND GROUPS NEEDING ASSISTANCE, AND TO WORK WITH THE COMMUNITY
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt062307
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0695658
IRS990/OtherSalariesAndWagesGrp/TotalAmt0695658
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JAMES BORGMEYER
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01246094
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01246094
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/ReconcilationRevenueExpnssAmt0-16462
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD OF DIRECTORS CONSIST OF TWO MARRIED COUPLES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS CONDUCTED OR WILL BE CONDUCTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFLICT OF INTEREST POLICY IS IN PLACE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION OF INDEPENDENT CONTRACTORS
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5List of other fees for services expenses Part IX line 11g
IRS990/SchoolOperatingInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRINCIPAL
ReturnHeader/BusinessOfficerGrp/PhoneNum09167431095
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10
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ReturnHeader/Filer/EIN0274415664
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ReturnHeader/FilingSecurityInformation/IPTm018:00:26
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sacramento
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095827
ReturnHeader/PreparerPersonGrp/PhoneNum09163635022
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Samuel Tony Jeter
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-10T17:54:18-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,307
Liabilities
$0
Net assets
$62,307
Revenue
$1,246,094
Expenses
$1,262,556
Net income
-$16,462
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.26$0.32$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.74$0.76$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.94$0.95$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$1.12$1.09$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$1.32$1.32$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$1.25$1.25$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$1.25$1.26$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.98$0.95$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$1.39$1.36$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$1.64$1.64$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$2.63$2.63$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$1.20$1.20$0.00