Civic Intelligence

Heart Mind & Sole

990PF • Fiscal year 2019 • EIN 45-2047872

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 10, 2020

Organization Profile
2 Foxwood LnPepper Pike, OH 44124

(330) 518-4333

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

64th percentile

0.00x

Higher debt load relative to revenue than 64% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

3rd percentile

-342%

Higher net margin than 3% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

28th percentile

-9.7%

Faster asset growth than 28% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

98th percentile

543%

Faster revenue growth than 98% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$8,955

Down $967 (-9.7%) from 2018

Net Assets

Down

$8,955

Down $967 (-9.7%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin3rd percentile

Revenue

Up

$283

Up $239 (+543%) from 2018

Expenses

Up

$1,250

Up $1,250 from 2018

Net Income

Down

-$967

Down $1,011 (-2298%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$80K$60K$40K$20K$0Assets 2011: $10,000Liabilities 2011: $02011Assets 2012: $2,805Liabilities 2012: $02012Assets 2013: $1,531Liabilities 2013: $0Net Assets 2013: $1,5312013Assets 2014: $74,153Liabilities 2014: $0Net Assets 2014: $74,1532014Assets 2015: $25,023Liabilities 2015: $0Net Assets 2015: $25,0232015Assets 2016: $12,995Liabilities 2016: $0Net Assets 2016: $12,9952016Assets 2017: $9,878Liabilities 2017: $0Net Assets 2017: $9,8782017Assets 2018: $9,922Liabilities 2018: $0Net Assets 2018: $9,9222018Assets 2019: $8,955Liabilities 2019: $1Net Assets 2019: $8,9552019Assets 2020: $7,910Liabilities 2020: $0Net Assets 2020: $7,9102020Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2019

Assets$8,955
Liabilities$1
Net Assets$8,955
Open 2019 Filing

Operations Trend

Revenue Growth98th percentile

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

$200K$100K$0-$100KRevenue 2011: $10,000Expenses 2011: $0Net Income 2011: $10,0002011Revenue 2012: $0Expenses 2012: $7,195Net Income 2012: -$7,1952012Revenue 2013: $11,562Expenses 2013: $12,836Net Income 2013: -$1,2742013Revenue 2014: $181,712Expenses 2014: $33,889Net Income 2014: $147,8232014Revenue 2015: $6Expenses 2015: $49,136Net Income 2015: -$49,1302015Revenue 2016: $10,002Expenses 2016: $22,030Net Income 2016: -$12,0282016Revenue 2017: $8Expenses 2017: $3,125Net Income 2017: -$3,1172017Revenue 2018: $44Expenses 2018: $0Net Income 2018: $442018Revenue 2019: $283Expenses 2019: $1,250Net Income 2019: -$9672019Revenue 2020: $211Expenses 2020: $1,256Net Income 2020: -$1,0452020Revenue 2022: -$124Expenses 2022: $6,676Net Income 2022: -$6,8002022

Highlighted filing

2019

Revenue$283
Expenses$1,250
Net Income-$967
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 10, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT J PALMERPresident/Treasurer-$0--
GINA M PALMERVice-President/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Heart Mind & Sole
EIN
45-2047872
Phone
3305184333
Address
2 FOXWOOD LN, PEPPER PIKE, OH 44124

Signing Officer

Name
Robert J Palmer
Title
President/treasurer
Phone
3305184333
Signed
2020-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Ksm Business Services Inc
Address
PO BOX 40857, INDIANAPOLIS, IN 46240-0857
Preparer
Kevin Sullivan
Phone
3175802000
Raw XML Appendix300 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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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART VII-B, LINES 1A(3) AND 1B
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0PART VII-B, LINE 1A(3) HAS BEEN ANSWERED "YES" BECAUSE ROBERT J. PALMER IS A SUBSTANTIAL CONTRIBUTOR TO THIS FOUNDATION AND GINA M. PALMER IS HIS WIFE, SO BOTH OF THEM ARE CONSIDERED DISQUALIFIED PERSONS. THEY PROVIDE "SERVICE" TO THE ORGANIZATION BY KEEPING ITS BOOKS AND SERVING ON ITS BOARD. LINE 1B IS ANSWERED "NO" BECAUSE THESE SERVICES ARE EXCEPTED BY THE REGULATIONS UNDER SECTION 4941.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE-PRESIDENT/SECRETARY
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0439
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0439
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01418
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt020125
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt043475
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt032200
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0439
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt031761
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt065018
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01418
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt020125
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt043475
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt096779
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt097218
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt01
TaxesSchedule/TaxesDetail/CategoryTxt0PRIOR YEAR TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT J PALMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03305184333
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEART MIND & SOLE
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0452047872
ReturnHeader/Filer/PhoneNum03305184333
ReturnHeader/Filer/USAddress/AddressLine1Txt02 FOXWOOD LN
ReturnHeader/Filer/USAddress/CityNm0PEPPER PIKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044124
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FC7F18A00E93B1053CEA511A148F286FD52567AB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01D71851D00F9EADD1612A4FEA1EE6D941F5E8310
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.132.79.18
ReturnHeader/FilingSecurityInformation/IPDt02020-11-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm010:32:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352123203
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KSM BUSINESS SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 40857
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0462400857
ReturnHeader/PreparerPersonGrp/PhoneNum03175802000
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN SULLIVAN
ReturnHeader/ReturnTs02020-11-16T09:19:22-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,955
Liabilities
$1
Net assets
$8,955
Revenue
$283
Expenses
$1,250
Net income
-$967
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.07$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.00$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.00$0.01$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.00$0.00$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.00$0.10$0.00$0.03$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.10$0.22$0.12
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.00$0.25$0.00$0.49$0.49
2014Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$1.82$0.34$1.48
2013Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.12$0.13$0.01
2012Summary only. Only limited summary data is available for this year.$0.03$0.00$0.00$0.07$0.07
2011Summary only. Only limited summary data is available for this year.$0.10$0.00$0.10$0.00$0.10