Civic Intelligence

Awakened Heart Project

EIN 41-2226604 • 501(c)3 • Olivebridge, NY

Profile

The mission of the awakened heart project is to promote the use of jewish contemplative techniques that foster the development of a heart of wisdom and compassion. The organization creates opportunities for experiencing these practices in both beginning and intensive settings. The organization runs retreats, workshops, classes, religious services and conferences to this end. The organization maintains a web site with resources to promote practice.

68 Freeman Avery RoadOlivebridge, NY 12461

www.awakenedheartproject.org

Siviq Scores

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

Liabilities / Assets

98th percentile

6.21x

Higher debt load relative to assets than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

95th percentile

1.10x

Higher debt load relative to revenue than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

43rd percentile

-0.5%

Higher net margin than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

48th percentile

-2.8%

Faster asset growth than 48% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

77th percentile

27%

Faster revenue growth than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets98th percentile

Assets

Up

$36,717

Up $5,907 (+19%) from 2024

Liabilities

Up

$267,223

Up $17,387 (+7.0%) from 2024

Net Assets

Down

-$230,506

Down $11,480 (-5.2%) from 2024

Operations
Liabilities / Revenue95th percentileNet Margin43rd percentile

Revenue

Down

$71,956

Down $212,555 (-75%) from 2024

Expenses

Down

$83,436

Down $209,742 (-72%) from 2024

Net Income

Down

-$11,480

Down $2,813 (-32%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$400K$200K$0-$200K-$400KAssets 2011: $161,799Liabilities 2011: $203,000Net Assets 2011: -$41,2012011Assets 2012: $74,028Liabilities 2012: $238,000Net Assets 2012: -$163,9722012Assets 2013: $38,167Liabilities 2013: $238,000Net Assets 2013: -$199,8332013Assets 2014: $1,087Liabilities 2014: $234,000Net Assets 2014: -$232,9132014Assets 2015: $8,580Liabilities 2015: $234,000Net Assets 2015: -$225,4202015Assets 2016: $27,875Liabilities 2016: $234,000Net Assets 2016: -$206,1252016Assets 2017: $12,301Liabilities 2017: $237,872Net Assets 2017: -$225,5712017Assets 2018: $6,425Liabilities 2018: $240,306Net Assets 2018: -$233,8812018Assets 2019: $25,605Liabilities 2019: $240,511Net Assets 2019: -$214,9062019Assets 2020: $10,456Liabilities 2020: $240,132Net Assets 2020: -$229,6762020Assets 2021: $39,622Liabilities 2021: $239,000Net Assets 2021: -$199,3782021Assets 2022: $38,497Liabilities 2022: $239,000Net Assets 2022: -$200,5032022Assets 2023: $34,396Liabilities 2023: $244,755Net Assets 2023: -$210,3592023Assets 2024: $30,810Liabilities 2024: $249,836Net Assets 2024: -$219,0262024Assets 2025: $36,717Liabilities 2025: $267,223Net Assets 2025: -$230,5062025

Highlighted filing

2025

Assets$36,717
Liabilities$267,223
Net Assets-$230,506
Open 2025 Filing

Operations Trend

Revenue Growth77th percentile

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

$400K$200K$0-$200KRevenue 2011: $227,520Expenses 2011: $285,974Net Income 2011: -$58,4542011Revenue 2012: $188,635Expenses 2012: $375,878Net Income 2012: -$187,2432012Revenue 2013: $229,697Expenses 2013: $265,558Net Income 2013: -$35,8612013Revenue 2014: $233,968Expenses 2014: $270,705Net Income 2014: -$36,7372014Revenue 2015: $244,928Expenses 2015: $253,556Net Income 2015: -$8,6282015Revenue 2016: $293,983Expenses 2016: $308,362Net Income 2016: -$14,3792016Revenue 2017: $246,771Expenses 2017: $266,885Net Income 2017: -$20,1142017Revenue 2018: $267,337Expenses 2018: $275,647Net Income 2018: -$8,3102018Revenue 2019: $300,782Expenses 2019: $281,807Net Income 2019: $18,9752019Revenue 2020: $166,123Expenses 2020: $180,893Net Income 2020: -$14,7702020Revenue 2021: $171,008Expenses 2021: $140,710Net Income 2021: $30,2982021Revenue 2022: $217,618Expenses 2022: $218,743Net Income 2022: -$1,1252022Revenue 2023: $301,761Expenses 2023: $311,617Net Income 2023: -$9,8562023Revenue 2024: $284,511Expenses 2024: $293,178Net Income 2024: -$8,6672024Revenue 2025: $71,956Expenses 2025: $83,436Net Income 2025: -$11,4802025

Highlighted filing

2025

Revenue$71,956
Expenses$83,436
Net Income-$11,480
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,717
Liabilities
$267,223
Net assets
-$230,506
Revenue
$71,956
Expenses
$83,436
Net income
-$11,480
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.37$2.67$2.31$0.72$0.83$0.11
2024Detailed filing. Detailed filing data is available for this year.$0.31$2.50$2.19$2.85$2.93$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.34$2.45$2.10$3.02$3.12$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.38$2.39$2.01$2.18$2.19$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.40$2.39$1.99$1.71$1.41$0.30
2020Detailed filing. Detailed filing data is available for this year.$0.10$2.40$2.30$1.66$1.81$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.26$2.41$2.15$3.01$2.82$0.19
2018Detailed filing. Detailed filing data is available for this year.$0.06$2.40$2.34$2.67$2.76$0.08
2017Summary only. Only limited summary data is available for this year.$0.12$2.38$2.26$2.47$2.67$0.20
2016Detailed filing. Detailed filing data is available for this year.$0.28$2.34$2.06$2.94$3.08$0.14
2015Summary only. Only limited summary data is available for this year.$0.09$2.34$2.25$2.45$2.54$0.09
2014Summary only. Only limited summary data is available for this year.$0.01$2.34$2.33$2.34$2.71$0.37
2013Detailed filing. Detailed filing data is available for this year.$0.38$2.38$2.00$2.30$2.66$0.36
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$2.38$1.64$1.89$3.76$1.87
2011Summary only. Only limited summary data is available for this year.$1.62$2.03$0.41$2.28$2.86$0.58
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 7, 2026
Return Version
2025v4.0
Gross Receipts
$71,956
Mission and Program Overview

Mission

The mission of the awakened heaert project is to promote the use of jewish contemplative techniques that foster the development of a heart of wisdom and compassion. The organization creates opportunities for experienceing these practices in both beginning and intensive settings. The organization runs retreats, workshops, classes, religious services and conferences to this end. The organization maintains a web site with resources to promote practice

The mission of the awakened heart project is to promote the use of jewish contemplative techniques that foster the development of a heart of wisdom and compassion. The organization creates opportunities for experiencing these practices in both beginning and intensive settings. The organization runs retreats, workshops, classes, religious services and conferences to this end. The organization maintains a web site with resources to promote practice.

Balance Sheet Detail
LineBeginningEndChange
Assets
Loans From Officers Directors$239,000$239,000→ $0
Cash and Non-Interest-Bearing Accounts$29,600$36,717▲ $7,117
Prepaid Expenses and Deferred Charges$1,210--
Total Assets$30,810$36,717▲ $5,907
Liabilities
Deferred Revenue-$28,223-
Accounts Payable and Accrued Expenses$10,250$0▼ $10,250
Other Liabilities$586$0▼ $586
Total Liabilities$249,836$267,223▲ $17,387
Net Assets / Fund Balance
Net Assets With Donor Restrictions$0$0→ $0
Net Assets Without Donor Restrictions$-219,026$-230,506▼ $11,480
Total Net Assets Fund Balance$-219,026$-230,506▼ $11,480
Total Liabilities and Net Assets / Fund Balance$30,810$36,717▲ $5,907
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Jeffrey RothPresident
Brian Arnell Rotated Off 1125Vice President
Joanna KatzDirector
Sheila WeinbergDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$63,117
Program Service Revenue
$5,553
Investment Income
$0
Other Revenue
$3,286
All Other Contributions
$63,117
Change in Net Assets
$-11,480
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$83,436
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$11,749$2,074-$13,823
Travel$11,397--$11,397
Conferences and Meetings$10,737--$10,737
All Other Expenses$7,010--$7,010
Other Expenses$5,619--$5,619
Insurance$3,596--$3,596
Fees for Services Other-$100-$100
Total Functional Expenses$81,262$2,174$0$83,436
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
Loans from Officers, Directors, Trustees, and Key Employees$239,000$239,000→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
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

Form 990, Part VI, Section A, Line 2

“Jeffrey roth and joanna katz, both directors on the board, are husband and wife.”

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

“Form 990 is reviewed by the board of directors prior to filing with the irs.”

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

“On an annual basis the board reviews all potential conflicts of interests among board members and officers.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Awakened Heart Project
EIN
41-2226604
Phone
2154350179
Address
68 FREEMAN AVERY ROAD, OLIVEBRIDGE, NY 12461

Signing Officer

Name
Jeffrey Roth
Title
President
Phone
2154350179
Signed
2026-03-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Roth
Formed
2007
Legal Domicile
Ny
Voting Board Members
3
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Schulman Lobel Advisors LLC
Address
1001 AVENUE OF THE AMERICAS, NEW YORK, NY 10018
Preparer
Adam Reiss
Phone
2128685781
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Filing fees: program service expenses 0. Management and general expenses 100. Fundraising expenses 0. Total expenses 100.”

Form 990, Part IX, Line 24E

“Outside services: program service expenses 3,360. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,360. Dues and subscriptions: program service expenses 1,879. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,879. Telephone and internet: program service expenses 1,291. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,291. Gratuity: program service expenses 480. Management and general expenses 0. Fundraising expenses 0. Total expenses 480.”

Raw XML Appendix364 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt010250
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE MISSION OF THE AWAKENED HEART PROJECT IS TO PROMOTE THE USE OF JEWISH CONTEMPLATIVE TECHNIQUES THAT FOSTER THE DEVELOPMENT OF A HEART OF WISDOM AND COMPASSION. THE ORGANIZATION CREATES OPPORTUNITIES FOR EXPERIENCING THESE PRACTICES IN BOTH BEGINNING AND INTENSIVE SETTINGS. THE ORGANIZATION RUNS RETREATS, WORKSHOPS, CLASSES, RELIGIOUS SERVICES AND CONFERENCES TO THIS END. THE ORGANIZATION MAINTAINS A WEB SITE WITH RESOURCES TO PROMOTE PRACTICE.
IRS990/AllOtherContributionsAmt063117
IRS990/AllOtherExpensesGrp/ProgramServicesAmt07010
IRS990/AllOtherExpensesGrp/TotalAmt07010
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/BooksInCareOfDetail/PersonNm0JEFFREY ROTH
IRS990/BooksInCareOfDetail/PhoneNum02154350179
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt068 FREEMAN AVERY ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0OLIVEBRIDGE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd012461
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt029600
IRS990/CashNonInterestBearingGrp/EOYAmt036717
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt010737
IRS990/ConferencesMeetingsGrp/TotalAmt010737
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt063117
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt083436
IRS990/CYOtherRevenueAmt03286
IRS990/CYProgramServiceRevenueAmt05553
IRS990/CYRevenuesLessExpensesAmt0-11480
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt083436
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt071956
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/EOYAmt028223
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0ORGANIZE AND TEACH CONTEMPLATIVE JEWISH RETREAT AT MAR DE JADE IN MEXICO. ATTENDANCE AT THESE INTENSIVE LEARNING OPPORTUNITIES INCLUDE RABBIS AND JEWISH COMMUNITY LEADERS. THE RETREAT RAN FOR 11 NIGHTS AND HAD 38 PARTICIPANTS AND 6 TEACHERS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt00
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt081262
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0100
IRS990/FeesForServicesOtherGrp/TotalAmt0100
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.20
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0BRIAN ARNELL ROTATED OFF 1125
IRS990/Form990PartVIISectionAGrp/PersonNm1JEFFREY ROTH
IRS990/Form990PartVIISectionAGrp/PersonNm2JOANNA KATZ
IRS990/Form990PartVIISectionAGrp/PersonNm3SHEILA WEINBERG
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt071956
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt03596
IRS990/InsuranceGrp/TotalAmt03596
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt0239000
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt0239000
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE AWAKENED HEART PROJECT IS TO PROMOTE THE USE OF JEWISH CONTEMPLATIVE TECHNIQUES THAT FOSTER THE DEVELOPMENT OF A HEART OF WISDOM AND COMPASSION. THE ORGANIZATION CREATES OPPORTUNITIES FOR EXPERIENCING THESE PRACTICES IN BOTH BEGINNING AND INTENSIVE SETTINGS. THE ORGANIZATION RUNS RETREATS, WORKSHOPS, CLASSES, RELIGIOUS SERVICES AND CONFERENCES TO THIS END. THE ORGANIZATION MAINTAINS A WEB SITE WITH RESOURCES TO PROMOTE PRACTICE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-219026
IRS990/NetAssetsOrFundBalancesEOYAmt0-230506
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-219026
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-230506
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02074
IRS990/OfficeExpensesGrp/ProgramServicesAmt011749
IRS990/OfficeExpensesGrp/TotalAmt013823
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CONTRIBUTIONS TO OTHER
IRS990/OtherExpensesGrp/Desc1RETREAT COSTS
IRS990/OtherExpensesGrp/Desc2DATABASE MANAGEMENT
IRS990/OtherExpensesGrp/Desc3CREDIT CARD/BANK FEES
IRS990/OtherExpensesGrp/ProgramServicesAmt013667
IRS990/OtherExpensesGrp/ProgramServicesAmt110487
IRS990/OtherExpensesGrp/ProgramServicesAmt27000
IRS990/OtherExpensesGrp/ProgramServicesAmt35619
IRS990/OtherExpensesGrp/TotalAmt013667
IRS990/OtherExpensesGrp/TotalAmt110487
IRS990/OtherExpensesGrp/TotalAmt27000
IRS990/OtherExpensesGrp/TotalAmt35619
IRS990/OtherLiabilitiesGrp/BOYAmt0586
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03286
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt03286
IRS990/OtherRevenueTotalAmt03286
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01210
IRS990/PrincipalOfficerNm0JEFFREY ROTH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0812900
IRS990/ProgramServiceRevenueGrp/BusinessCd1812900
IRS990/ProgramServiceRevenueGrp/Desc0RETREAT REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1BOOK REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05508
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt145
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05508
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt145
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0171035
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0170660
IRS990/PYOtherRevenueAmt044
IRS990/PYProgramServiceRevenueAmt0113432
IRS990/PYRevenuesLessExpensesAmt0-8667
IRS990/PYSalariesCompEmpBnftPaidAmt0122518
IRS990/PYTotalExpensesAmt0293178
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0284511
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-11480
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt050000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt084958
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt060000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt030000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0224958
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt063117
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0171035
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0141474
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0185801
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0135692
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0697119
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.69140
IRS990ScheduleA/PublicSupportPY509Pct00.75360
IRS990ScheduleA/PublicSupportTotal509Amt0503978
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt050000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt084958
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt060000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt030000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0224958
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt031817
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt031817
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063117
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0171035
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0141474
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0185801
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0167509
IRS990ScheduleA/Total509Grp/TotalAmt0728936
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt063117
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0171035
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0141474
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0185801
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0167509
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0728936
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/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0239000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0FUND OPERATIONS AND PURCHASE OF FACILITY
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0239000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0JEFFREY ROTH
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0PRESIDENT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0IN 2012, JEFFREY ROTH LOANED $234,000 TO THE AWAKENED HEART PROJECT FOR THE PURPOSE OF PROVIDING FUNDS TOWARD THE PURCHASE OF A BUILDING TO HOUSE SERVICE PROGRAMS THAT FULFILL THE MISSION. IN 2017, JEFFREY ROTH LOANED AN ADDITIONAL $5,000 TO QUICKLY COVER SPECIFIC PROGRAM RELATED EXPENSES.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCH L PART II
IRS990ScheduleL/TotalBalanceDueAmt0239000
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JEFFREY ROTH AND JOANNA KATZ, BOTH DIRECTORS ON THE BOARD, ARE HUSBAND AND WIFE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ON AN ANNUAL BASIS THE BOARD REVIEWS ALL POTENTIAL CONFLICTS OF INTERESTS AMONG BOARD MEMBERS AND OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FILING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 100. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 3,360. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,360. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 1,879. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,879. TELEPHONE AND INTERNET: PROGRAM SERVICE EXPENSES 1,291. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,291. GRATUITY: PROGRAM SERVICE EXPENSES 480. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 480.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt030810
IRS990/TotalAssetsEOYAmt036717
IRS990/TotalAssetsGrp/BOYAmt030810
IRS990/TotalAssetsGrp/EOYAmt036717
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt063117
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02174
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt081262
IRS990/TotalFunctionalExpensesGrp/TotalAmt083436
IRS990/TotalGrossUBIAmt03286
IRS990/TotalLiabilitiesBOYAmt0249836
IRS990/TotalLiabilitiesEOYAmt0267223
IRS990/TotalLiabilitiesGrp/BOYAmt0249836
IRS990/TotalLiabilitiesGrp/EOYAmt0267223
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-219026
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-230506
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt081262
IRS990/TotalProgramServiceRevenueAmt05553
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05553
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt071956
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt03286
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt030810
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt036717
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt011397
IRS990/TravelGrp/TotalAmt011397
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt068 FREEMAN AVERY ROAD
IRS990/USAddress/CityNm0OLIVEBRIDGE
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd012461
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0HTTPS://WWW.AWAKENEDHEARTPROJECT.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY ROTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02154350179
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AWAKENED HEART PROJECT
ReturnHeader/Filer/BusinessNameControlTxt0AWAK
ReturnHeader/Filer/EIN0412226604
ReturnHeader/Filer/PhoneNum02154350179
ReturnHeader/Filer/USAddress/AddressLine1Txt068 FREEMAN AVERY ROAD
ReturnHeader/Filer/USAddress/CityNm0OLIVEBRIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012461
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0393509305
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHULMAN LOBEL ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01001 AVENUE OF THE AMERICAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010018
ReturnHeader/PreparerPersonGrp/PhoneNum02128685781
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM REISS
ReturnHeader/ReturnTs02026-03-08T10:44:33-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.