Civic Intelligence

Paws for Purple Hearts

990 • Fiscal year 2017 • EIN 45-3342634

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 09, 2018

10201 Old Redwood HwyPenngrove, CA 94951

(707) 238-5110

Siviq Scores

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

Liabilities / Assets

67th percentile

0.35x

Higher debt load relative to assets than 67% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

54th percentile

0.20x

Higher debt load relative to revenue than 54% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

58th percentile

5.7%

Higher net margin than 58% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

91st percentile

44%

Faster asset growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

87th percentile

53%

Faster revenue growth than 87% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Up

$3,229,149

Up $986,730 (+44%) from 2016

Net Assets

Up

$2,086,758

Up $370,941 (+22%) from 2016

Liabilities

Up

$1,142,391

Up $615,789 (+117%) from 2016

Revenue

Up

$5,583,569

Up $1,929,006 (+53%) from 2016

Expenses

Up

$5,266,899

Up $1,964,120 (+59%) from 2016

Net Income

Down

$316,670

Down $35,114 (-10.0%) from 2016

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

2017

Assets$3,229,149
Liabilities$1,142,391
Net Assets$2,086,758

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

2017

Revenue$5,583,569
Expenses$5,266,899
Net Income$316,670
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 9, 2018
Return Version
2017v2.2
Gross Receipts
$5,583,569
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,521,196$1,926,094▲ $404,898
Land, Buildings, and Equipment, Net$98,551$609,924▲ $511,373
Investments in Publicly Traded Securities$429,769$541,218▲ $111,449
Prepaid Expenses and Deferred Charges$65,203$37,624▼ $27,579
Inventories for Sale or Use$30,131$36,000▲ $5,869
Savings and Temporary Cash Investments$18,000$35,000▲ $17,000
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$2,242,419$3,229,149▲ $986,730
Other Assets Total$79,569$43,289▼ $36,280
Liabilities
Other Liabilities$450,830$508,384▲ $57,554
Mortgage Notes Payable Secured by Investment Property-$445,891-
Accounts Payable and Accrued Expenses$75,772$188,116▲ $112,344
Total Liabilities$526,602$1,142,391▲ $615,789
Net Assets / Fund Balance
Unrestricted Net Assets$1,697,817$2,051,758▲ $353,941
Temporarily Rstr Net Assets$18,000$35,000▲ $17,000
Total Net Assets Fund Balance$1,715,817$2,086,758▲ $370,941
Total Liabilities and Net Assets / Fund Balance$2,242,419$3,229,149▲ $986,730

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$327,421$28,131$355,552
Equipment$282,503$70,831$353,334
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$5,580,753
Program Service Revenue
$0
Investment Income
$2,816
Other Revenue
$0
All Other Contributions
$5,547,447
Change in Net Assets
$316,670

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded9$57,066Fair Market
Total Noncash Contributions9$57,066-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,007,006
Total Fundraising Expense$1,302,419
Salaries, Compensation, and Employee Benefits$1,259,893
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,028,330$29,090$66,172$1,123,592
Fees for Services Other$540,804$11,743$350,781$903,328
Occupancy$420,108--$420,108
All Other Expenses$241,587$6,738$56,097$304,422
Other Expenses$140,402$2,435$72,757$140,402
Advertising$76,375-$38,524$114,899
Depreciation Depletion$78,950--$78,950
Payroll Taxes$69,061$1,060$2,183$72,304
Other Employee Benefits$61,127$939$1,931$63,997
Travel$45,732-$5,277$51,009
Insurance$26,537--$26,537
Office Expenses$3,624-$1,205$4,829
Total Functional Expenses$3,888,795$75,685$1,302,419$5,266,899
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$386,891
Deferred Rent$121,493
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
10201 Old Redwood Hwy, Penngrove, CA 94951

Signing Officer

Name
Bonita Bergin
Title
CEO
Signed
2018-10-09
Discuss with paid preparer
Yes

Organization Details

Formed
2011
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
7
Employees
18
Volunteers
60

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/OtherEmployeeBenefitsGrp/ProgramServicesAmt061127
IRS990/OtherEmployeeBenefitsGrp/TotalAmt063997
IRS990/OtherExpensesGrp/Desc0POSTAGE
IRS990/OtherExpensesGrp/Desc1PRINTING AND PUBLICATIONS
IRS990/OtherExpensesGrp/Desc2MAILING LISTS
IRS990/OtherExpensesGrp/Desc3LICENSING FEES
IRS990/OtherExpensesGrp/FundraisingAmt0466585
IRS990/OtherExpensesGrp/FundraisingAmt1240907
IRS990/OtherExpensesGrp/FundraisingAmt272757
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015616
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt18064
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22435
IRS990/OtherExpensesGrp/ProgramServicesAmt0677441
IRS990/OtherExpensesGrp/ProgramServicesAmt1367838
IRS990/OtherExpensesGrp/ProgramServicesAmt2110879
IRS990/OtherExpensesGrp/ProgramServicesAmt3140402
IRS990/OtherExpensesGrp/TotalAmt01159642
IRS990/OtherExpensesGrp/TotalAmt1616809
IRS990/OtherExpensesGrp/TotalAmt2186071
IRS990/OtherExpensesGrp/TotalAmt3140402
IRS990/OtherLiabilitiesGrp/BOYAmt0450830
IRS990/OtherLiabilitiesGrp/EOYAmt0508384
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt066172
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt029090
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01028330
IRS990/OtherSalariesAndWagesGrp/TotalAmt01123592
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02183
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01060
IRS990/PayrollTaxesGrp/ProgramServicesAmt069061
IRS990/PayrollTaxesGrp/TotalAmt072304
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt065203
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt037624
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03650223
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt04340
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02353584
IRS990/PYRevenuesLessExpensesAmt0351784
IRS990/PYSalariesCompEmpBnftPaidAmt0949195
IRS990/PYTotalExpensesAmt03302779
IRS990/PYTotalRevenueAmt03654563
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0316670
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt018000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt035000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05580753
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03650223
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03598111
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01311446
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0297710
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt014438243
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02816
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02816
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02816
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02816
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt014438243
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05580753
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03650223
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03598111
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01311446
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0297710
IRS990ScheduleA/Total509Grp/TotalAmt014438243
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05583569
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03650223
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03598111
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01311446
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0297710
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt014441059
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0282503
IRS990ScheduleD/EquipmentGrp/DepreciationAmt070831
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0353334
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0327421
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt028131
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0355552
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0121493
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1386891
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED RENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO RELATED PARTY
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0609924
IRS990ScheduleD/TotalLiabilityAmt0508384
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt09
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0Fair Market
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt057066
IRS990ScheduleM/ThirdPartiesUsedInd0false
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/BOYAmt018000
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt035000
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02242419
IRS990/TotalAssetsEOYAmt03229149
IRS990/TotalAssetsGrp/BOYAmt02242419
IRS990/TotalAssetsGrp/EOYAmt03229149
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt05580753
IRS990/TotalEmployeeCnt018
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01302419

Document Assets

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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
2017Detailed filing. Detailed filing data is available for this year.$3.23$1.14$2.09$5.58$5.27$0.32
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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