Civic Intelligence

Emerson Rose Heart Foundation

990 • Fiscal year 2020 • EIN 45-3047976

Jan 01, 2020 to Dec 31, 2020 • Filed on Jan 15, 2021

Organization ProfileWWW.EMERSONROSEHEARTFOUNDATION.ORG
PO Box 935Clemson, SC 29633

(864) 710-1401

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Higher debt load relative to assets than 55% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

56th percentile

0.00x

Higher debt load relative to revenue than 56% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

18th percentile

-28%

Higher net margin than 18% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$23,400

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 18.8% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

29th percentile

-8.0%

Faster asset growth than 29% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

75th percentile

13%

Faster revenue growth than 75% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$398,662

Down $34,484 (-8.0%) from 2019

Net Assets

Down

$398,613

Down $34,533 (-8.0%) from 2019

Liabilities

Up

$49

Up $49 from 2019

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin18th percentile

Revenue

Up

$124,282

Up $14,456 (+13%) from 2019

Expenses

Down

$158,815

Down $2,741 (-1.7%) from 2019

Net Income

Up

-$34,533

Up $17,197 (+33%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2020

Assets$398,662
Liabilities$49
Net Assets$398,613
Open 2020 Filing

Operations Trend

Revenue Growth75th 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

2020

Revenue$124,282
Expenses$158,815
Net Income-$34,533
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jan 15, 2021
Return Version
2020v4.0
Gross Receipts
$142,525
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$433,146$398,662▼ $34,484
Total Assets$433,146$398,662▼ $34,484
Liabilities
Accounts Payable and Accrued Expenses-$49-
Total Liabilities$0$49▲ $49
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$433,146$398,613▼ $34,533
Total Net Assets Fund Balance$433,146$398,613▼ $34,533
Total Liabilities and Net Assets / Fund Balance$433,146$398,662▼ $34,484
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Susan SmithPresidentPT$23,400$23,400

Board Members and Trustees

NameTitle
Jason SmithVice President
Brenda RabonDirector
Brian BentleyDirector
Carrie SmetanaDirector
Liz LuceyDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$68,044
Program Service Revenue
$0
Investment Income
$98
Other Revenue
$56,140
All Other Contributions
$68,044
Change in Net Assets
$-34,533
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$96,604
Salaries, Compensation, and Employee Benefits$40,858
Other Expenses$21,353
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$96,604--$96,604
Current Officers, Directors, Trustees, and Key Employees$28,465$9,489-$37,954
Office Expenses-$5,567-$5,567
Fees for Services Accounting-$3,702-$3,702
Travel$2,722$908-$3,630
Advertising-$2,983-$2,983
Payroll Taxes$2,178$726-$2,904
Other Expenses$458$3,002-$458
Conferences and Meetings-$101-$101
Total Functional Expenses$130,427$28,388$0$158,815
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$72,957
Fundraising Direct Expenses$18,243
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournam$72,957$72,957$18,243$54,714
Total Events$72,957$72,957$18,243$54,714
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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

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

“The vice president will review form 990 for accuracy prior to its filing with the internal revenue service.”

Conflict of interest policy compliance Part VI line 12C

“The conflict of interest policy is available upon request”

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
PO BOX 935, CLEMSON, SC 29633

Signing Officer

Name
Susan Smith
Title
President
Phone
8647101401
Signed
2021-01-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Smith
Formed
2011
Legal Domicile
Sc
Voting Board Members
6
Independent Board Members
4
Employees
3
Volunteers
50

Preparer

Firm
Payne White and Schmutz CPA Pa
Address
114 W NORTH FIRST 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/ExplanationTxt1THE VICE PRESIDENT WILL REVIEW FORM 990 FOR ACCURACY PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE MADE AVAILABLE TO PUBLIC UPON REQUEST.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$398,662
Liabilities
$49
Net assets
$398,613
Revenue
$124,282
Expenses
$158,815
Net income
-$34,533
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