Civic Intelligence

Lung and Heart Transplant Foundation

EIN 45-2978712 • 501(c)3 • San Diego, CA

Profile

Provide support to lung and heart transplant patients.

PO Box 22069San Diego, CA 92192

lungheart.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

81st percentile

29%

Higher net margin than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

80th percentile

28%

Faster asset growth than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

62nd percentile

7.7%

Faster revenue growth than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$58,907

Up $12,993 (+28%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$58,907

Up $12,993 (+28%) from 2022

Revenue

Up

$44,942

Up $3,207 (+7.7%) from 2022

Expenses

Down

$31,949

Down $24,938 (-44%) from 2022

Net Income

Up

$12,993

Up $28,145 (+186%) from 2022

Trend Graphs

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $8,058Liabilities 2012: $02012Assets 2013: $10,965Liabilities 2013: $02013Assets 2014: $27,902Liabilities 2014: $02014Assets 2015: $50,606Liabilities 2015: $02015Assets 2016: $42,911Liabilities 2016: $02016Assets 2017: $47,286Liabilities 2017: $02017Assets 2018: $44,731Liabilities 2018: $02018Assets 2019: $32,266Liabilities 2019: $02019Assets 2020: $61,753Liabilities 2020: $02020Assets 2021: $61,066Liabilities 2021: $0Net Assets 2021: $61,0662021Assets 2022: $45,914Liabilities 2022: $0Net Assets 2022: $45,9142022Assets 2023: $58,907Liabilities 2023: $0Net Assets 2023: $58,9072023

Highlighted filing

2023

Assets$58,907
Liabilities$0
Net Assets$58,907

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $10,895Expenses 2012: $2,837Net Income 2012: $8,0582012Revenue 2013: $8,212Expenses 2013: $5,305Net Income 2013: $2,9072013Revenue 2014: $22,098Expenses 2014: $5,161Net Income 2014: $16,9372014Revenue 2015: $33,855Expenses 2015: $11,151Net Income 2015: $22,7042015Revenue 2016: $11,395Expenses 2016: $19,089Net Income 2016: -$7,6942016Revenue 2017: $37,469Expenses 2017: $33,093Net Income 2017: $4,3762017Revenue 2018: $25,605Expenses 2018: $28,160Net Income 2018: -$2,5552018Revenue 2019: $33,909Expenses 2019: $46,374Net Income 2019: -$12,4652019Revenue 2020: $46,162Expenses 2020: $16,675Net Income 2020: $29,4872020Revenue 2021: $42,613Expenses 2021: $43,300Net Income 2021: -$6872021Revenue 2022: $41,735Expenses 2022: $56,887Net Income 2022: -$15,1522022Revenue 2023: $44,942Expenses 2023: $31,949Net Income 2023: $12,9932023

Highlighted filing

2023

Revenue$44,942
Expenses$31,949
Net Income$12,993

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 28, 2024
Return Version
2023v4.0
Gross Receipts
$44,942
Mission and Program Overview

Mission

Provide support to lung and heart transplant patients.

Program Services

DescriptionGrantsExpenses
Supplies and support provided to lung and heart transplant patients for a range of needs including drugs, temporary lodging, transportation, medical supplies and other.$27,010$1,011
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
John McNamaraPresident & DirectorPT$0--
Carolyn SingerVice President & DirectorPT$0--
LeeAnn PuasteriSecretary & DirectorPT$0--
Gary BeasonTreasurer & DirectorPT$0--
Jack HollenbackDirectorPT$0--
Amy IllichDirectorPT$0--
Stephanie OsborneDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Lung and Heart Transplant Foundation
EIN
45-2978712
Phone
8587757190
Address
PO Box 22069, San Diego, CA 92192

Signing Officer

Name
Gary Beason
Title
Treasurer
Phone
6198185223
Signed
2024-02-28
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

Description;Amount^ACH credit;140^Total;140^

Form 990-EZ, Part I, Line 16

Website maintenance 384 Website Development 600 Insurance 1610 State Expense 45 Postal Expense 248 Membership Dues 193 Thank you cards 248 Marketing Expense 600

Form 990-EZ, Part II, Line 24

Prepaid Expenses 550

Raw XML Appendix208 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Gary Beason
IRS990EZ/BooksInCareOfDetail/PhoneNum06198185223
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0715 North Broadway Apartment93
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Escondido
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092025
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045914
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt058357
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt044797
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt012993
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt045914
IRS990EZ/Form990TotalAssetsGrp/EOYAmt058907
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt028021
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt044942
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt045914
IRS990EZ/NetAssetsOrFundBalancesEOYAmt058907
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt045914
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt058907
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt030
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt230
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt415
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt515
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt615
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0John McNamara
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Carolyn Singer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LeeAnn Puasteri
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Gary Beason
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jack Hollenback
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Amy Illich
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Stephanie Osborne
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President & Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary & Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer & Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0550
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt03928
IRS990EZ/OtherRevenueTotalAmt0140
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Provide support to lung and heart transplant patients.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Supplies and support provided to lung and heart transplant patients for a range of needs including drugs, temporary lodging, transportation, medical supplies and other.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt027010
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01011
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt031949
IRS990EZ/TotalProgramServiceExpensesAmt01011
IRS990EZ/TotalRevenueAmt044942
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0lungheart.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt031300
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt031050
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt027300
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt026156
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt027500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0143306
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0None
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part III, Line 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt044797
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt041728
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt042443
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt045348
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt033900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0208216
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt030
IRS990ScheduleA/InvestmentIncomeCYPct00.00014
IRS990ScheduleA/InvestmentIncomePYPct00.00022
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0161
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0809
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0970
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.31025
IRS990ScheduleA/PublicSupportPY509Pct00.38714
IRS990ScheduleA/PublicSupportTotal509Amt064910
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt031300
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt031050
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt027300
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt026156
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt027500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0143306
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt044797
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt041728
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt042443
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt045348
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt033900
IRS990ScheduleA/Total509Grp/TotalAmt0208216
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt044797
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt041735
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt042613
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt046162
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt033909
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0209216
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^ACH credit;140^Total;140^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Website maintenance 384 Website Development 600 Insurance 1610 State Expense 45 Postal Expense 248 Membership Dues 193 Thank you cards 248 Marketing Expense 600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Prepaid Expenses 550
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Gary Beason
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06198185223
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUNG AND HEART TRANSPLANT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LUNG
ReturnHeader/Filer/EIN0452978712
ReturnHeader/Filer/PhoneNum08587757190
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 22069
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092192
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02024-03-02T14:15:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Gary
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Beason
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.