Civic Intelligence

Heartfelt School

990EZ • Fiscal year 2014 • EIN 45-5004371

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 15, 2015

Organization ProfileWWW.HEARTFELTSCHOOL.COM
PO Box 4244Portland, ME 04101

(207) 838-1990

Siviq Scores

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

Liabilities / Assets

99th percentile

6.42x

Higher debt load relative to assets than 99% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

75th percentile

0.05x

Higher debt load relative to revenue than 75% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

26th percentile

-7.6%

Higher net margin than 26% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

90th percentile

$42,914

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 64.5% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

2nd percentile

-92%

Faster asset growth than 2% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

77th percentile

28%

Faster revenue growth than 77% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets99th percentile

Assets

$470

No earlier filing loaded for comparison.

Net Assets

-$2,546

No earlier filing loaded for comparison.

Liabilities

$3,016

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin26th percentile

Revenue

$66,489

No earlier filing loaded for comparison.

Expenses

$71,567

No earlier filing loaded for comparison.

Net Income

-$5,078

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$40K$30K$20K$10K$0-$10KAssets 2014: $470Liabilities 2014: $3,016Net Assets 2014: -$2,5462014Assets 2015: $803Liabilities 2015: $2,545Net Assets 2015: -$1,7422015Assets 2016: $3,086Liabilities 2016: $0Net Assets 2016: $3,0862016Assets 2017: $3,879Liabilities 2017: $0Net Assets 2017: $3,8792017Assets 2018: $20,930Liabilities 2018: $0Net Assets 2018: $20,9302018Assets 2019: $21,497Liabilities 2019: $0Net Assets 2019: $21,4972019Assets 2020: $15,087Liabilities 2020: $0Net Assets 2020: $15,0872020Assets 2021: $15,749Liabilities 2021: $0Net Assets 2021: $15,7492021Assets 2022: $35,595Liabilities 2022: $0Net Assets 2022: $35,5952022Assets 2023: $27,543Liabilities 2023: $0Net Assets 2023: $27,5432023Assets 2024: $20,781Liabilities 2024: $0Net Assets 2024: $20,7812024

Highlighted filing

2014

Assets$470
Liabilities$3,016
Net Assets-$2,546
Open 2014 Filing

Operations Trend

Revenue Growth77th percentile

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

$300K$200K$100K$0-$100KRevenue 2014: $66,489Expenses 2014: $71,567Net Income 2014: -$5,0782014Revenue 2015: $83,208Expenses 2015: $82,404Net Income 2015: $8042015Revenue 2016: $99,543Expenses 2016: $94,715Net Income 2016: $4,8282016Revenue 2017: $105,983Expenses 2017: $105,190Net Income 2017: $7932017Revenue 2018: $166,879Expenses 2018: $149,828Net Income 2018: $17,0512018Revenue 2019: $143,823Expenses 2019: $143,256Net Income 2019: $5672019Revenue 2020: $166,843Expenses 2020: $173,253Net Income 2020: -$6,4102020Revenue 2021: $162,670Expenses 2021: $162,009Net Income 2021: $6612021Revenue 2022: $214,255Expenses 2022: $194,409Net Income 2022: $19,8462022Revenue 2023: $188,811Expenses 2023: $196,863Net Income 2023: -$8,0522023Revenue 2024: $181,585Expenses 2024: $188,347Net Income 2024: -$6,7622024

Highlighted filing

2014

Revenue$66,489
Expenses$71,567
Net Income-$5,078
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 15, 2015
Return Version
2014v5.0
Gross Receipts
$66,489
Mission and Program Overview

Mission

Waldorf inspired early childhood school

Program Services

DescriptionGrantsExpenses
WALDORF INSPIRED EDUCTAIONAL PROGRAM FOR CHILDREN AGES 1-6-$71,567
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSICA GEBHARDTMemberFT$42,914-$42,914
PAUL GEBHARDTPresidentPT$0--
SIMONE HALSTEADVice PresidentPT$0--
HEIDI DAVIDSONSecretaryPT$0--
OLIVER KINZERMember-$0--
MARIAH BRINTONTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Heartfelt School
EIN
45-5004371
Address
PO BOX 4244, PORTLAND, ME 04101

Signing Officer

Name
Paul Gebhardt
Title
President
Phone
2078381990
Signed
2015-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Scott Associates CPAs
Address
650 Brighton Ave, Portland, ME 04102-1035
Preparer
Troy Potter
Phone
2077720441
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountpayroll taxes 3,770insurance 1,334payroll processing 811classroom supplies 4,584telephone 1,260office supplies 819continuing education 4,327licenses and dues 240bank svc chgs 33”

Description of total liabilities Part II line 26

“Category beginning of year end of yearunearned tuition 1,800 350l/p gebhardt 1,709 1,709pr taxes payable 0 957”

Raw XML Appendix150 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0PAUL GEBHARDT
IRS990EZ/BooksInCareOfDetail/PhoneNum02078381990
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 4244
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ME
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd004101
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06041
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0470
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5078
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04975
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06041
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0470
IRS990EZ/GrossReceiptsAmt066489
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02532
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-2546
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02532
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-2546
IRS990EZ/OccupancyRentUtltsAndMaintAmt06500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt342914
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAUL GEBHARDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SIMONE HALSTEAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HEIDI DAVIDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JESSICA GEBHARDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4OLIVER KINZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARIAH BRINTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt017178
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0WALDORF INSPIRED EARLY CHILDHOOD SCHOOL
IRS990EZ/ProgramServiceRevenueAmt066489
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WALDORF INSPIRED EDUCTAIONAL PROGRAM FOR CHILDREN AGES 1-6
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt071567
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt042914
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0ME
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03509
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03016
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt071567
IRS990EZ/TotalProgramServiceExpensesAmt071567
IRS990EZ/TotalRevenueAmt066489
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.HEARTFELTSCHOOL.COM/
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL'S NONDISCRIMINATION POLICY IS CLEARLY STATED ON ITS WEBSITE AND ITS ENROLLMENT APPLICATION
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of nondiscriminatory policy (Question 3)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTPAYROLL TAXES 3,770INSURANCE 1,334PAYROLL PROCESSING 811CLASSROOM SUPPLIES 4,584TELEPHONE 1,260OFFICE SUPPLIES 819CONTINUING EDUCATION 4,327LICENSES AND DUES 240BANK SVC CHGS 33
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARUNEARNED TUITION 1,800 350L/P GEBHARDT 1,709 1,709PR TAXES PAYABLE 0 957
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL GEBHARDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02078381990
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEARTFELT SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0455004371
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4244
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004101
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200811359
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Scott Associates CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0650 Brighton Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0041021035
ReturnHeader/PreparerPersonGrp/PhoneNum02077720441
ReturnHeader/PreparerPersonGrp/PreparationDt02015-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Troy Potter
ReturnHeader/ReturnTs02015-09-15T08:59:57-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$470
Liabilities
$3,016
Net assets
-$2,546
Revenue
$66,489
Expenses
$71,567
Net income
-$5,078
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$1.82$1.88$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$1.89$1.97$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$2.14$1.94$0.20
2021Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$1.63$1.62$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$1.67$1.73$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$1.44$1.43$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$1.67$1.50$0.17
2017Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$1.06$1.05$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$1.00$0.95$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.01$0.03$0.02$0.83$0.82$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.03$0.03$0.66$0.72$0.05