Civic Intelligence

Heartland Coalition

990 • Fiscal year 2016 • EIN 33-0792600

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

12453 Yerba Valley RdLakeside, CA 92040

(619) 631-4333

Siviq Scores

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

Liabilities / Assets

77th percentile

0.10x

Higher debt load relative to assets than 77% of similar nonprofits.

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

Liabilities / Revenue

80th percentile

0.08x

Higher debt load relative to revenue than 80% of similar nonprofits.

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

Net Margin

29th percentile

-5.8%

Higher net margin than 29% of similar nonprofits.

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

Top Officer Pay

81st percentile

$15,333

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

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

Asset Growth

6th percentile

-66%

Faster asset growth than 6% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

16th percentile

-33%

Faster revenue growth than 16% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$177,929

Down $346,046 (-66%) from 2015

Net Assets

Down

$160,593

Down $343,053 (-68%) from 2015

Liabilities

Down

$17,336

Down $2,993 (-15%) from 2015

Revenue

Down

$208,403

Down $102,213 (-33%) from 2015

Expenses

Up

$220,573

Up $999 (+0.5%) from 2015

Net Income

Down

-$12,170

Down $103,212 (-113%) from 2015

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0-$5.0MAssets 2010: $159,355Liabilities 2010: $0Net Assets 2010: $159,3552010Assets 2012: $7,515,418Liabilities 2012: $7,157,128Net Assets 2012: $358,2902012Assets 2013: $372,242Liabilities 2013: $38,248Net Assets 2013: $333,9942013Assets 2014: $780,238Liabilities 2014: $173,000Net Assets 2014: $607,2382014Assets 2015: $523,975Liabilities 2015: $20,329Net Assets 2015: $503,6462015Assets 2016: $177,929Liabilities 2016: $17,336Net Assets 2016: $160,5932016Assets 2017: $147,399Liabilities 2017: $4,965Net Assets 2017: $142,4342017Assets 2018: $171,718Liabilities 2018: $129,147Net Assets 2018: $42,5712018Assets 2019: $260,998Liabilities 2019: $281,619Net Assets 2019: -$20,6212019Assets 2020: $335,799Liabilities 2020: $304,818Net Assets 2020: $30,9812020Assets 2021: $226,868Liabilities 2021: $605,998Net Assets 2021: -$379,1302021Assets 2022: $204,690Liabilities 2022: $801,180Net Assets 2022: -$596,4902022Assets 2023: $47,561Liabilities 2023: $0Net Assets 2023: $47,5612023Assets 2024: $196,273Liabilities 2024: $8,000Net Assets 2024: $188,2732024

Highlighted filing

2016

Assets$177,929
Liabilities$17,336
Net Assets$160,593

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $343,9332010Expenses 2012: $3,112,2902012Revenue 2013: $653,786Expenses 2013: $678,082Net Income 2013: -$24,2962013Revenue 2014: $448,527Expenses 2014: $175,283Net Income 2014: $273,2442014Revenue 2015: $310,616Expenses 2015: $219,574Net Income 2015: $91,0422015Revenue 2016: $208,403Expenses 2016: $220,573Net Income 2016: -$12,1702016Revenue 2017: $1,204,855Expenses 2017: $1,223,014Net Income 2017: -$18,1592017Revenue 2018: $373,918Expenses 2018: $465,387Net Income 2018: -$91,4692018Revenue 2019: $492,654Expenses 2019: $555,846Net Income 2019: -$63,1922019Revenue 2020: $483,172Expenses 2020: $433,137Net Income 2020: $50,0352020Revenue 2021: $279,589Expenses 2021: $469,773Net Income 2021: -$190,1842021Revenue 2022: $392,126Expenses 2022: $686,362Net Income 2022: -$294,2362022Revenue 2023: $286,839Expenses 2023: $340,072Net Income 2023: -$53,2332023Revenue 2024: $172,930Expenses 2024: $172,073Net Income 2024: $8572024

Highlighted filing

2016

Revenue$208,403
Expenses$220,573
Net Income-$12,170
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 6, 2017
Return Version
2016v3.0
Gross Receipts
$208,403
Mission and Program Overview

Mission

Serve low-income residents with projects in the areas of career and community development, healthcare, environmental protection and clean energy, education and public art

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$278,800--
Inventories for Sale or Use$171,339$132,839▼ $38,500
Cash and Non-Interest-Bearing Accounts$69,232$45,090▼ $24,142
Total Assets$523,975$177,929▼ $346,046
Other Assets Total$4,604--
Liabilities
Accounts Payable and Accrued Expenses$5,854$14,336▲ $8,482
Unsecured Notes Loans Payable$14,475$3,000▼ $11,475
Total Liabilities$20,329$17,336▼ $2,993
Net Assets / Fund Balance
Unrestricted Net Assets$503,646$160,593▼ $343,053
Total Net Assets Fund Balance$503,646$160,593▼ $343,053
Total Liabilities and Net Assets / Fund Balance$523,975$177,929▼ $346,046
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Mark HansonPresidentFT$15,333$15,333
Ramiro SandovalTreasurerPT$11,400$11,400
Jackie HansonDirector-$10,666$10,666

Board Members and Trustees

NameTitle
Alisi MataleDirector
Dan HendricksonDirector
Dan OrtizDirector
Kyle ShullDirector
Roxie EdlerDirector
Russ AndersonDirector
TYLER O'BRIENDirector
Ashley SambranoSecretary
Amanda AfenakisVice-pres
Dustin JohnstonVice-pres
Genny CraneVice-pres
Revenue and Support

Revenue Composition

Contributions and Grants
$164,576
Program Service Revenue
$43,827
Investment Income
$0
Other Revenue
$0
All Other Contributions
$93,353
Change in Net Assets
$-12,170

Audited Revenue Reconciliation

Revenue per Audited Statements
$208,403
Total Revenue per Audited Statements
$208,403
Total Revenue per Form 990
$208,403
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$183,174
Salaries, Compensation, and Employee Benefits$37,399
Total Fundraising Expense$7,777
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$29,657$9,884$7,777$47,318
Occupancy$32,120$8,030-$40,150
Current Officers, Directors, Trustees, and Key Employees$37,399--$37,399
Information Technology$16,491$4,123-$20,614
Fees for Services Accounting$5,700$5,700-$11,400
All Other Expenses$8,212$2,053-$10,265
Conferences and Meetings$4,291$4,291-$8,582
Fees for Services Legal$6,504$1,626-$8,130
Insurance$4,110$1,027-$5,137
Other Expenses$5,755$5,031-$5,031
Interest-$2,973-$2,973
Office Expenses$1,097$274-$1,371
Total Functional Expenses$161,909$50,887$7,777$220,573

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$220,573
Total Expenses per Audited Statements$220,573
Total Expenses per Form 990$220,573
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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 VII, Section A, Line 1A

Board members mark hanson and jackie hanson are married

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

Form 990 is circulated to all board members prior to filing.

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

Potential conflicts of interest are reviewed reguarly in board meetings

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

All compensation is reviewed by the board for reasonableness

Filing and Contact Details

Filer

Filer Name
Heartland Coalition
EIN
33-0792600
Phone
6196314333
Address
12453 YERBA VALLEY RD, LAKESIDE, CA 92040
Doing Business As
Heartland Foundation

Signing Officer

Name
Mark Hanson
Title
Pres
Phone
6192617180
Signed
2017-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Hanson
Formed
1998
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
12
Employees
0

Preparer

Firm
Sonnenberg & Co CPAs
Address
5190 Governor Dr 201, San Diego, CA 92122
Preparer
Leonard C Sonnenberg
Phone
8584575252
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Outside services are paid for casual labor, educational instruction, consulting, and grant writing, for a total of 47,318

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IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04604
IRS990/OtherChangesInNetAssetsAmt0-330883
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0MUTH VALLEY WATER
IRS990/OtherExpensesGrp/Desc1EQUPMENT RENT AND MAINT
IRS990/OtherExpensesGrp/Desc2BUSINESS EXPENSES
IRS990/OtherExpensesGrp/Desc3DUES MEMBERSHIPS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01439
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14436
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt25031
IRS990/OtherExpensesGrp/ProgramServicesAmt010573
IRS990/OtherExpensesGrp/ProgramServicesAmt15755
IRS990/OtherExpensesGrp/TotalAmt010573
IRS990/OtherExpensesGrp/TotalAmt17194
IRS990/OtherExpensesGrp/TotalAmt24436
IRS990/OtherExpensesGrp/TotalAmt35031
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MARK HANSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624200
IRS990/ProgramServiceRevenueGrp/BusinessCd1624200
IRS990/ProgramServiceRevenueGrp/BusinessCd2624200
IRS990/ProgramServiceRevenueGrp/Desc0Home Programs
IRS990/ProgramServiceRevenueGrp/Desc1Muth Valley Water
IRS990/ProgramServiceRevenueGrp/Desc2East County Magazine
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt028772
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt18200
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt26855
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt028772
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt18200
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt26855
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0310616
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0219574
IRS990/PYRevenuesLessExpensesAmt091042
IRS990/PYTotalExpensesAmt0219574
IRS990/PYTotalRevenueAmt0310616
IRS990/QuidProQuoContributionsInd0false
IRS990/QuidProQuoContriDisclInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-12170
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt043827
IRS990/RoyaltiesGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0164576
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0310616
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0427116
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0251040
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0259823
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01413171
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt011
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt043827
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt043827
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt011
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99430
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt01456998
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0208403
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0310616
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0427116
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0251040
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0259823
IRS990ScheduleA/Total509Grp/TotalAmt01456998
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0208403
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0310617
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0427125
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0251041
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0259823
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01457009
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/ExpensesSubtotalAmt0220573
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/RevenueSubtotalAmt0208403
IRS990ScheduleD/TotalExpensesPerForm990Amt0220573
IRS990ScheduleD/TotalRevenuePerForm990Amt0208403
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0208403
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0220573
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS MARK HANSON AND JACKIE HANSON ARE MARRIED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS CIRCULATED TO ALL BOARD MEMBERS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED REGUARLY IN BOARD MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL COMPENSATION IS REVIEWED BY THE BOARD FOR REASONABLENESS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OUTSIDE SERVICES ARE PAID FOR CASUAL LABOR, EDUCATIONAL INSTRUCTION, CONSULTING, AND GRANT WRITING, FOR A TOTAL OF 47,318
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VII, Section A, Line 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0523975
IRS990/TotalAssetsEOYAmt0177929
IRS990/TotalAssetsGrp/BOYAmt0523975
IRS990/TotalAssetsGrp/EOYAmt0177929

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.01$0.19$0.17$0.17$0.00
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.00$0.05$0.29$0.34$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.80$0.60$0.39$0.69$0.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.61$0.38$0.28$0.47$0.19
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.30$0.03$0.48$0.43$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.28$0.02$0.49$0.56$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.13$0.04$0.37$0.47$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.00$0.14$1.20$1.22$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.18$0.02$0.16$0.21$0.22$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.02$0.50$0.31$0.22$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.78$0.17$0.61$0.45$0.18$0.27
2013Detailed filing. Detailed filing data is available for this year.$0.37$0.04$0.33$0.65$0.68$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.52$7.16$0.36$3.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.00$0.16$0.34