Civic Intelligence

Emerson Rose Heart Foundation

990 • Fiscal year 2016 • EIN 45-3047976

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

Organization ProfileWWW.EMERSONROSEHEARTFOUNDATION.ORG
102 Strawberry LaneClemson, SC 29631

(864) 710-1401

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

95th percentile

65%

Higher net margin than 95% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

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

Asset Growth

91st percentile

103%

Faster asset growth than 91% of similar nonprofits.

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

Revenue Growth

97th percentile

220%

Faster revenue growth than 97% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$400,835

Up $203,072 (+103%) from 2015

Net Assets

Up

$400,835

Up $203,072 (+103%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin95th percentile

Revenue

Up

$311,334

Up $214,012 (+220%) from 2015

Expenses

Up

$108,262

Up $39,841 (+58%) from 2015

Net Income

Up

$203,072

Up $174,171 (+603%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$800K$600K$400K$200K$0Assets 2013: $108,487Liabilities 2013: $0Net Assets 2013: $108,4872013Assets 2014: $168,862Liabilities 2014: $0Net Assets 2014: $168,8622014Assets 2015: $197,763Liabilities 2015: $0Net Assets 2015: $197,7632015Assets 2016: $400,835Liabilities 2016: $0Net Assets 2016: $400,8352016Assets 2017: $401,055Liabilities 2017: $0Net Assets 2017: $401,0552017Assets 2018: $487,365Liabilities 2018: $0Net Assets 2018: $487,3652018Assets 2019: $433,146Liabilities 2019: $0Net Assets 2019: $433,1462019Assets 2020: $398,662Liabilities 2020: $49Net Assets 2020: $398,6132020Assets 2021: $367,940Liabilities 2021: $49Net Assets 2021: $367,8912021Assets 2022: $374,416Liabilities 2022: $11,964Net Assets 2022: $362,4522022Assets 2023: $398,159Liabilities 2023: $14,915Net Assets 2023: $383,2442023Assets 2024: $720,517Liabilities 2024: $18,000Net Assets 2024: $702,5172024

Highlighted filing

2016

Assets$400,835
Liabilities$0
Net Assets$400,835
Open 2016 Filing

Operations Trend

Revenue Growth97th percentile

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

$1.0M$500K$0-$500KRevenue 2013: $130,843Expenses 2013: $78,866Net Income 2013: $51,9772013Revenue 2014: $180,871Expenses 2014: $120,496Net Income 2014: $60,3752014Revenue 2015: $97,322Expenses 2015: $68,421Net Income 2015: $28,9012015Revenue 2016: $311,334Expenses 2016: $108,262Net Income 2016: $203,0722016Revenue 2017: $70,134Expenses 2017: $69,914Net Income 2017: $2202017Revenue 2018: $191,105Expenses 2018: $104,795Net Income 2018: $86,3102018Revenue 2019: $109,826Expenses 2019: $161,556Net Income 2019: -$51,7302019Revenue 2020: $124,282Expenses 2020: $158,815Net Income 2020: -$34,5332020Revenue 2021: $163,370Expenses 2021: $194,092Net Income 2021: -$30,7222021Revenue 2022: $206,829Expenses 2022: $212,268Net Income 2022: -$5,4392022Revenue 2023: $285,790Expenses 2023: $281,099Net Income 2023: $4,6912023Revenue 2024: $754,739Expenses 2024: $435,466Net Income 2024: $319,2732024

Highlighted filing

2016

Revenue$311,334
Expenses$108,262
Net Income$203,072
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jan 31, 2017
Return Version
2016v3.0
Gross Receipts
$321,801
Mission and Program Overview

Mission

Emerson rose heart foundation assists children who are born with congenital heart defects (chd)and supports the parents while preparing for and caring for a child with chd.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$197,763$400,835▲ $203,072
Total Assets$197,763$400,835▲ $203,072
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$197,763$400,835▲ $203,072
Total Net Assets Fund Balance$197,763$400,835▲ $203,072
Total Liabilities and Net Assets / Fund Balance$197,763$400,835▲ $203,072
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Susan SmithPresident
Jason SmithVice President
Carrie SmetanaDirector
Katherine GutierrezDirector
Liz LuceyDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$260,333
Program Service Revenue
$0
Investment Income
$81
Other Revenue
$50,920
All Other Contributions
$260,333
Change in Net Assets
$203,072
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$87,081
Other Expenses$20,232
Total Fundraising Expense$2,161
Salaries, Compensation, and Employee Benefits$949
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$87,081--$87,081
Office Expenses$7,900$7,000-$14,900
Other Expenses-$1,758$2,161$2,161
Other Salaries and Wages$949--$949
Travel$465--$465
Fees for Services Other$275--$275
Advertising$260--$260
Conferences and Meetings$106--$106
Total Functional Expenses$97,036$9,065$2,161$108,262
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$60,425
Fundraising Direct Expenses$10,467
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournam$60,425$60,425$10,467$49,958
Total Events$60,425$60,425$10,467$49,958
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

“Jason and susan smith are spouses who are co-founders and directors of emerson rose heart foundation”

Form 990 governing body review Part VI line 11

“No review will be conducted”

Governing documents etc available to public Part VI line 19

“Governing documents are made available to public upon request.”

Filing and Contact Details

Filer

Filer Name
Emerson Rose Heart Foundation
EIN
45-3047976
Address
102 STRAWBERRY LANE, CLEMSON, SC 29631

Signing Officer

Name
Susan Smith
Title
President
Phone
8647101401
Signed
2017-01-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason Smith
Formed
2011
Legal Domicile
Sc
Voting Board Members
5
Independent Board Members
3
Employees
0
Volunteers
65

Preparer

Firm
Payne White and Schmutz CPA Pa
Address
114 W NORTH 1ST STREET, SENECA, SC 29678
Preparer
Jason S White CPA
Phone
8648821937
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JASON AND SUSAN SMITH ARE SPOUSES WHO ARE CO-FOUNDERS AND DIRECTORS OF EMERSON ROSE HEART FOUNDATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WILL BE CONDUCTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE MADE AVAILABLE TO PUBLIC UPON REQUEST.
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt065
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0197763
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0400835
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt0465
IRS990/TravelGrp/TotalAmt0465
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0197763
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0400835
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.EMERSONROSEHEARTFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08647101401
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EMERSON ROSE HEART FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0EMER
ReturnHeader/Filer/EIN0453047976
ReturnHeader/Filer/USAddress/AddressLine1Txt0102 STRAWBERRY LANE
ReturnHeader/Filer/USAddress/CityNm0CLEMSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029631
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BA4239260CAB996F7AD22C5C21DD23FD80913C34
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BA4239260CAB996F7AD22C5C21DD23FD80913C34
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId05737242017128pjqvvoq
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-05-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.91.96.239
ReturnHeader/FilingSecurityInformation/IPDt02017-05-08
ReturnHeader/FilingSecurityInformation/IPTm012:57:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0570772152
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAYNE WHITE AND SCHMUTZ CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0114 W NORTH 1ST STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SENECA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029678
ReturnHeader/PreparerPersonGrp/PhoneNum08648821937
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON S WHITE CPA
ReturnHeader/ReturnTs02017-05-08T12:55:29-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$400,835
Liabilities
$0
Net assets
$400,835
Revenue
$311,334
Expenses
$108,262
Net income
$203,072
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.21$0.18$7.03$7.55$4.35$3.19
2023Detailed filing. Detailed filing data is available for this year.$3.98$0.15$3.83$2.86$2.81$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.74$0.12$3.62$2.07$2.12$0.05
2021Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$1.63$1.94$0.31
2020Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$1.24$1.59$0.35
2019Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$1.10$1.62$0.52
2018Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$1.91$1.05$0.86
2017Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.70$0.70$0.00
2016Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$3.11$1.08$2.03
2015Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.97$0.68$0.29
2014Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$1.81$1.20$0.60
2013Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$1.31$0.79$0.52