Civic Intelligence

Paws for Purple Hearts

990 • Fiscal year 2016 • EIN 45-3342634

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 21, 2017

5860 Labath AveRohnert Park, CA 94928

(707) 238-5110

Siviq Scores

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

Liabilities / Assets

65th percentile

0.23x

Higher debt load relative to assets than 65% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

56th percentile

0.14x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

68th percentile

9.6%

Higher net margin than 68% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

84th percentile

23%

Faster asset growth than 84% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

47th percentile

1.6%

Faster revenue growth than 47% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$2,242,419

Up $419,614 (+23%) from 2015

Net Assets

Up

$1,715,817

Up $351,784 (+26%) from 2015

Liabilities

Up

$526,602

Up $67,830 (+15%) from 2015

Revenue

Up

$3,654,563

Up $56,947 (+1.6%) from 2015

Expenses

Up

$3,302,779

Up $1,021,587 (+45%) from 2015

Net Income

Down

$351,784

Down $964,640 (-73%) from 2015

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2012: $35,115Net Assets 2012: $35,1152012Assets 2013: $32,688Liabilities 2013: $459Net Assets 2013: $32,2292013Assets 2014: $412,308Liabilities 2014: $170,929Net Assets 2014: $241,3792014Assets 2015: $1,822,805Liabilities 2015: $458,772Net Assets 2015: $1,364,0332015Assets 2016: $2,242,419Liabilities 2016: $526,602Net Assets 2016: $1,715,8172016Assets 2017: $3,229,149Liabilities 2017: $1,142,391Net Assets 2017: $2,086,7582017Assets 2018: $2,557,928Liabilities 2018: $887,365Net Assets 2018: $1,670,5632018Assets 2019: $2,407,520Liabilities 2019: $1,018,046Net Assets 2019: $1,389,4742019Assets 2020: $2,990,783Liabilities 2020: $790,291Net Assets 2020: $2,200,4922020Assets 2021: $4,812,495Liabilities 2021: $456,668Net Assets 2021: $4,355,8272021Assets 2022: $8,076,405Liabilities 2022: $3,460,955Net Assets 2022: $4,615,4502022Assets 2023: $8,178,189Liabilities 2023: $3,141,871Net Assets 2023: $5,036,3182023

Highlighted filing

2016

Assets$2,242,419
Liabilities$526,602
Net Assets$1,715,817

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2012: $190,939Expenses 2012: $458,783Net Income 2012: -$267,8442012Revenue 2013: $298,543Expenses 2013: $301,429Net Income 2013: -$2,8862013Revenue 2014: $1,311,443Expenses 2014: $1,055,833Net Income 2014: $255,6102014Revenue 2015: $3,597,616Expenses 2015: $2,281,192Net Income 2015: $1,316,4242015Revenue 2016: $3,654,563Expenses 2016: $3,302,779Net Income 2016: $351,7842016Revenue 2017: $5,583,569Expenses 2017: $5,266,899Net Income 2017: $316,6702017Revenue 2018: $5,194,998Expenses 2018: $5,596,196Net Income 2018: -$401,1982018Revenue 2019: $6,004,758Expenses 2019: $6,363,556Net Income 2019: -$358,7982019Revenue 2020: $6,948,790Expenses 2020: $6,194,277Net Income 2020: $754,5132020Revenue 2021: $9,308,856Expenses 2021: $7,219,973Net Income 2021: $2,088,8832021Revenue 2022: $9,808,141Expenses 2022: $9,385,465Net Income 2022: $422,6762022Revenue 2023: $10,028,625Expenses 2023: $9,685,306Net Income 2023: $343,3192023

Highlighted filing

2016

Revenue$3,654,563
Expenses$3,302,779
Net Income$351,784
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 21, 2017
Return Version
2016v3.0
Gross Receipts
$3,654,563
Mission and Program Overview

Mission

To offer therapeutic intervention for veterans and active-duty personnel by teaching those with ptsd to train service dogs for their comrades with combat-related disabilities. It is built upon the trust and time honored tradition of veterans helping veterans.

To offer therapeutic intervention for veterans and active-duty personnel by teaching those with ptsd to train service dogs for their comrades with combat-related disabilities. It is built upon the trust and time honored tradition of verterans helping veterans.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,571,673$1,521,196▼ $50,477
Investments in Publicly Traded Securities$29,610$429,769▲ $400,159
Land, Buildings, and Equipment, Net$59,889$98,551▲ $38,662
Prepaid Expenses and Deferred Charges$6,338$65,203▲ $58,865
Inventories for Sale or Use$12,150$30,131▲ $17,981
Savings and Temporary Cash Investments$141,645$18,000▼ $123,645
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$1,822,805$2,242,419▲ $419,614
Other Assets Total$1,500$79,569▲ $78,069
Liabilities
Other Liabilities$383,787$450,830▲ $67,043
Accounts Payable and Accrued Expenses$74,985$75,772▲ $787
Total Liabilities$458,772$526,602▲ $67,830
Net Assets / Fund Balance
Unrestricted Net Assets$1,222,388$1,697,817▲ $475,429
Temporarily Rstr Net Assets$141,645$18,000▼ $123,645
Total Net Assets Fund Balance$1,364,033$1,715,817▲ $351,784
Total Liabilities and Net Assets / Fund Balance$1,822,805$2,242,419▲ $419,614

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$57,251$7,593$64,844
Equipment$41,300$12,419$53,719
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mark QuattrocchiChairman
Bonita BerginPresident & CEO
Col David RabbMember
Dave PhillipsMember
Lt Col Jeffrey CampMember
Revenue and Support

Revenue Composition

Contributions and Grants
$3,650,223
Program Service Revenue
$0
Investment Income
$4,340
Other Revenue
$0
All Other Contributions
$3,650,223
Change in Net Assets
$351,784
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,353,584
Total Fundraising Expense$992,270
Salaries, Compensation, and Employee Benefits$949,195
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$818,629$22,020-$840,649
Fees for Services Other$202,950$250$168,397$371,597
Occupancy$117,472-$147,703$265,175
Payments to Affiliates$109,496--$109,496
Other Employee Benefits$66,592$1,685-$68,277
Advertising$7,295-$60,654$67,949
Travel$51,592--$51,592
Office Expenses$27,304-$23,058$50,362
Payroll Taxes$40,269--$40,269
Other Expenses$33,918$28,360$204,980$33,918
Depreciation Depletion$17,824--$17,824
All Other Expenses$14,128--$14,128
Insurance$11,448--$11,448
Fees for Services Legal$4,493--$4,493
Fees for Services Accounting-$2,534-$2,534
Total Functional Expenses$2,255,660$54,849$992,270$3,302,779
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Party$450,830
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
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

Form 990, Part VI, Line 11B: Form 990 Review Process

Form 990 was provided to board members prior to filing.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Available upon request.

Filing and Contact Details

Filer

Filer Name
Paws for Purple Hearts
EIN
45-3342634
Phone
7072385110
Address
5860 LABATH AVE, ROHNERT PARK, CA 94928

Signing Officer

Name
Bonita Bergin
Title
Oversite Chair
Signed
2017-09-21
Discuss with paid preparer
Yes

Organization Details

Formed
2011
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
15

Preparer

Firm
Weworski & Associates
Address
4660 LA JOLLA VILLAGE DR STE 825, SAN DIEGO, CA 92122-4606
Preparer
Joseph Weworski
Phone
8585461505
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2: Change of Oversight or Selection Process

The Audit Committee review the financial statements prior to issuance.

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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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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03598111
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0-495
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02062301
IRS990/PYRevenuesLessExpensesAmt01316424
IRS990/PYSalariesCompEmpBnftPaidAmt0218891
IRS990/PYTotalExpensesAmt02281192
IRS990/PYTotalRevenueAmt03597616
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0351784
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0141645
IRS990/SavingsAndTempCashInvstGrp/EOYAmt018000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03650223
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03598111
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01311446
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0297710
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0190928
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09048418
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt09048418
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03650223
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03598111
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01311446
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0297710
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0190928
IRS990ScheduleA/Total509Grp/TotalAmt09048418
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03650223
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03598111
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01311446
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0297710
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0190928
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt09048418
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt041300
IRS990ScheduleD/EquipmentGrp/DepreciationAmt012419
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt053719
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt057251
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt07593
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt064844
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0450830
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED PARTY
IRS990ScheduleD/TotalBookValueLandBuildingsAmt098551
IRS990ScheduleD/TotalLiabilityAmt0450830
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 was provided to board members prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Audit Committee review the financial statements prior to issuance.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XII, Line 2: Change of Oversight or Selection Process
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0141645
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt018000
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01822805
IRS990/TotalAssetsEOYAmt02242419
IRS990/TotalAssetsGrp/BOYAmt01822805
IRS990/TotalAssetsGrp/EOYAmt02242419
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt03650223
IRS990/TotalEmployeeCnt015
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0992270
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt054849
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02255660
IRS990/TotalFunctionalExpensesGrp/TotalAmt03302779
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0458772
IRS990/TotalLiabilitiesEOYAmt0526602
IRS990/TotalLiabilitiesGrp/BOYAmt0458772
IRS990/TotalLiabilitiesGrp/EOYAmt0526602
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01364033
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01715817
IRS990/TotalProgramServiceExpensesAmt02255660
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04340
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03654563
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01822805
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02242419
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt051592
IRS990/TravelGrp/TotalAmt051592
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01222388
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01697817
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BONITA BERGIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Oversite Chair
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAWS FOR PURPLE HEARTS
ReturnHeader/Filer/BusinessNameControlTxt0PAWS
ReturnHeader/Filer/EIN0453342634
ReturnHeader/Filer/PhoneNum07072385110
ReturnHeader/Filer/USAddress/AddressLine1Txt05860 LABATH AVE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.18$3.14$5.04$10.0$9.69$0.34
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.08$3.46$4.62$9.81$9.39$0.42
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.81$0.46$4.36$9.31$7.22$2.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.99$0.79$2.20$6.95$6.19$0.75
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.41$1.02$1.39$6.00$6.36$0.36
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.56$0.89$1.67$5.19$5.60$0.40
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.23$1.14$2.09$5.58$5.27$0.32
2016Detailed filing. Detailed filing data is available for this year.$2.24$0.53$1.72$3.65$3.30$0.35
2015Detailed filing. Detailed filing data is available for this year.$1.82$0.46$1.36$3.60$2.28$1.32
2014Detailed filing. Detailed filing data is available for this year.$0.41$0.17$0.24$1.31$1.06$0.26
2013Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.30$0.30$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.04$0.19$0.46$0.27
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits