Civic Intelligence

Heartland Coalition

990 • Fiscal year 2017 • EIN 33-0792600

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

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

37th percentile

0.03x

Higher debt load relative to assets than 37% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

35th percentile

-1.5%

Higher net margin than 35% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

7th percentile

-17%

Faster asset growth than 7% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

478%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$147,399

Down $30,530 (-17%) from 2016

Net Assets

Down

$142,434

Down $18,159 (-11%) from 2016

Liabilities

Down

$4,965

Down $12,371 (-71%) from 2016

Revenue

Up

$1,204,855

Up $996,452 (+478%) from 2016

Expenses

Up

$1,223,014

Up $1,002,441 (+454%) from 2016

Net Income

Down

-$18,159

Down $5,989 (-49%) from 2016

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

2017

Assets$147,399
Liabilities$4,965
Net Assets$142,434

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

2017

Revenue$1,204,855
Expenses$1,223,014
Net Income-$18,159
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$1,204,855
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
Inventories for Sale or Use$132,839$132,839→ $0
Cash and Non-Interest-Bearing Accounts$45,090$14,560▼ $30,530
Total Assets$177,929$147,399▼ $30,530
Liabilities
Accounts Payable and Accrued Expenses$14,336$4,965▼ $9,371
Unsecured Notes Loans Payable$3,000--
Total Liabilities$17,336$4,965▼ $12,371
Net Assets / Fund Balance
Unrestricted Net Assets$160,593$142,434▼ $18,159
Total Net Assets Fund Balance$160,593$142,434▼ $18,159
Total Liabilities and Net Assets / Fund Balance$177,929$147,399▼ $30,530
Compensation and Service Providers

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$1,106,397
Program Service Revenue
$80,151
Investment Income
$0
Other Revenue
$18,307
All Other Contributions
$169,770
Change in Net Assets
$-18,159

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,204,855
Total Revenue per Audited Statements
$1,204,855
Total Revenue per Form 990
$1,204,855
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,112,917
Grants and Similar Amounts Paid$110,097
Total Fundraising Expense$30,121
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$580,357-$2,241$582,598
Grants to Domestic Individuals$110,097--$110,097
Fees for Services Legal$79,896$11,524-$91,420
Travel$60,038--$60,038
Occupancy$44,750--$44,750
Office Expenses-$39,903-$39,903
Fees for Services Accounting$18,984$18,983-$37,967
Advertising--$27,880$27,880
Insurance$5,399$5,809-$11,208
Information Technology$4,642--$4,642
Other Expenses$151,355$3,197-$3,197
Interest-$799-$799
Total Functional Expenses$1,095,518$97,375$30,121$1,223,014

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,223,014
Total Expenses per Audited Statements$1,223,014
Total Expenses per Form 990$1,223,014
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
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

Signing Officer

Name
Ramiro Sandoval
Title
Vice Pres
Phone
6196314333
Signed
2018-11-15
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, bookkeeing, and grant writing, for a total of 580,357

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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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/Desc0East County Magazine
IRS990/ProgramServiceRevenueGrp/Desc1Muth Valley Water
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt035634
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt144517
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt035634
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt144517
IRS990/ProgSrvcAccomActy2Grp/Desc0Muth Valley Program to provide water hook-up in remote ares of San Diego County
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt040000
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt044517
IRS990/ProgSrvcAccomActy3Grp/Desc0East County Magazine works to benefit East County residents
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt030073
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt035634
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0164576
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0183174
IRS990/PYProgramServiceRevenueAmt043827
IRS990/PYRevenuesLessExpensesAmt0-12170
IRS990/PYSalariesCompEmpBnftPaidAmt037399
IRS990/PYTotalExpensesAmt0220573
IRS990/PYTotalRevenueAmt0208403
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-18159
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01106397
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0164576
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0310616
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0427116
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0251040
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02259745
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt011
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt098458
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt043827
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0142285
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt011
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt02402030
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01204855
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0208403
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0310616
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0427116
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0251040
IRS990ScheduleA/Total509Grp/TotalAmt02402030
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01204855
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0208403
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0310617
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0427125
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0251041
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02402041
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt01223014
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/RevenueSubtotalAmt01204855
IRS990ScheduleD/TotalExpensesPerForm990Amt01223014
IRS990ScheduleD/TotalRevenuePerForm990Amt01204855
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01204855
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01223014
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0110097
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Youth Build American program
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0136
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0A construcition training curriculum address all pahses of constsruciotdn and provided valuable experience to prepare such students for employment. The students are closely supervised, and proceed through a series of steps with stipend payments depending on achievement. The curriculum involves orientation, safety, work habits, atitude, and tool care. Skiills in carpentry, masonry, drywall, electrical, flooring, foundations, glazing, painting, plumbing and roofing are taught. Emphasis is on green construction.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 1
IRS990ScheduleI/Total501c3OrgCnt01
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, BOOKKEEING, AND GRANT WRITING, FOR A TOTAL OF 580,357
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/TotalAssetsBOYAmt0177929
IRS990/TotalAssetsEOYAmt0147399
IRS990/TotalAssetsGrp/BOYAmt0177929
IRS990/TotalAssetsGrp/EOYAmt0147399
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01106397
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt030121
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt097375
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01095518
IRS990/TotalFunctionalExpensesGrp/TotalAmt01223014
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt017336
IRS990/TotalLiabilitiesEOYAmt04965

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
2017Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.14$1.20$1.22$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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