Civic Intelligence

Emerson Rose Heart Foundation

990 • Fiscal year 2021 • EIN 45-3047976

Jan 01, 2021 to Dec 31, 2021 • Filed on Jan 17, 2022

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

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

19th percentile

-19%

Higher net margin than 19% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

82nd percentile

$11,700

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

28th percentile

-7.7%

Faster asset growth than 28% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

68th percentile

31%

Faster revenue growth than 68% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$367,940

Down $30,722 (-7.7%) from 2020

Net Assets

Down

$367,891

Down $30,722 (-7.7%) from 2020

Liabilities

Flat

$49

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin19th percentile

Revenue

Up

$163,370

Up $39,088 (+31%) from 2020

Expenses

Up

$194,092

Up $35,277 (+22%) from 2020

Net Income

Up

-$30,722

Up $3,811 (+11%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2021

Assets$367,940
Liabilities$49
Net Assets$367,891
Open 2021 Filing

Operations Trend

Revenue Growth68th 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

2021

Revenue$163,370
Expenses$194,092
Net Income-$30,722
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jan 17, 2022
Return Version
2021v4.1
Gross Receipts
$187,754
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$398,662$367,940▼ $30,722
Total Assets$398,662$367,940▼ $30,722
Liabilities
Accounts Payable and Accrued Expenses$49$49→ $0
Total Liabilities$49$49→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$398,613$367,891▼ $30,722
Total Net Assets Fund Balance$398,613$367,891▼ $30,722
Total Liabilities and Net Assets / Fund Balance$398,662$367,940▼ $30,722
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Susan SmithPresidentPT$11,700$11,700

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$78,773
Program Service Revenue
$0
Investment Income
$99
Other Revenue
$84,498
All Other Contributions
$78,773
Change in Net Assets
$-30,722
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$134,872
Salaries, Compensation, and Employee Benefits$38,499
Other Expenses$20,721
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$134,872--$134,872
Current Officers, Directors, Trustees, and Key Employees$26,822$8,941-$35,763
Office Expenses-$10,888-$10,888
Fees for Services Accounting-$3,190-$3,190
Payroll Taxes$2,052$684-$2,736
Other Expenses-$2,242-$2,242
Advertising-$2,014-$2,014
Conferences and Meetings-$469-$469
Travel$107$36-$143
Total Functional Expenses$163,853$30,239$0$194,092
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$103,308
Fundraising Direct Expenses$24,384
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournam$75,094$75,094$24,384$50,710
Mulligans Fo$12,730$12,730-$12,730
Total Events$103,308$103,308$24,384$78,924
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
David Eill
Title
Executive Direc
Phone
8647101401
Signed
2022-01-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Smith
Formed
2011
Legal Domicile
Sc
Voting Board Members
7
Independent Board Members
5
Employees
4
Volunteers
80

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/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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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$367,940
Liabilities
$49
Net assets
$367,891
Revenue
$163,370
Expenses
$194,092
Net income
-$30,722
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