Civic Intelligence

Heartfelt School

990EZ • Fiscal year 2016 • EIN 45-5004371

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

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

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

54th percentile

4.9%

Higher net margin than 54% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

91st percentile

$47,243

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 47.5% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

96th percentile

284%

Faster asset growth than 96% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

73rd percentile

20%

Faster revenue growth than 73% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$3,086

Up $2,283 (+284%) from 2015

Net Assets

Up

$3,086

Up $4,828 (+277%) from 2015

Liabilities

Down

$0

Down $2,545 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin54th percentile

Revenue

Up

$99,543

Up $16,335 (+20%) from 2015

Expenses

Up

$94,715

Up $12,311 (+15%) from 2015

Net Income

Up

$4,828

Up $4,024 (+500%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth96th 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

2016

Assets$3,086
Liabilities$0
Net Assets$3,086
Open 2016 Filing

Operations Trend

Revenue Growth73rd 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

2016

Revenue$99,543
Expenses$94,715
Net Income$4,828
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$99,543
Mission and Program Overview

Mission

Waldorf inspired early childhood school

Program Services

DescriptionGrantsExpenses
WALDORF INSPIRED EDUCTAIONAL PROGRAM FOR CHILDREN AGES 1-6-$94,715
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSICA GEBHARDTSecretaryFT$47,243-$47,243
PAUL GEBHARDTPresidentPT$0--
SIMONE HALSTEADVice PresidentPT$0--
HEIDI DAVIDSONMember-$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
2017-11-14
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 5,461insurance 2,124licenses and dues 300classroom supplies 7,027internet and telephone 1,640office supplies 2,438continuing education 5,337meetings and events 3,000”

Description of total liabilities Part II line 26

“Category beginning of year end of yearpr taxes payable 2,545 0”

Raw XML Appendix155 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0JESSICA GEBHARDT
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0JESSICA IS PRIMARY EDUCATOR OF SCHOOL
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/BOYAmt0803
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03086
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04828
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01575
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0803
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03086
IRS990EZ/GrossReceiptsAmt099543
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-1742
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03086
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-1742
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03086
IRS990EZ/OccupancyRentUtltsAndMaintAmt06500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt347243
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAUL GEBHARDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SIMONE HALSTEAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HEIDI DAVIDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JESSICA GEBHARDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARIAH BRINTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt027327
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0WALDORF INSPIRED EARLY CHILDHOOD SCHOOL
IRS990EZ/ProgramServiceRevenueAmt099543
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WALDORF INSPIRED EDUCTAIONAL PROGRAM FOR CHILDREN AGES 1-6
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt094715
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt059313
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0ME
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02545
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt094715
IRS990EZ/TotalProgramServiceExpensesAmt094715
IRS990EZ/TotalRevenueAmt099543
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/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOLS 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 5,461INSURANCE 2,124LICENSES AND DUES 300CLASSROOM SUPPLIES 7,027INTERNET AND TELEPHONE 1,640OFFICE SUPPLIES 2,438CONTINUING EDUCATION 5,337MEETINGS AND EVENTS 3,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARPR TAXES PAYABLE 2,545 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL GEBHARDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02078381990
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0ACD24637A78C88B31C1DADA2ECFB15E4C75672B8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0ACD24637A78C88B31C1DADA2ECFB15E4C75672B8
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId00101832017318izlg04n
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.75.51.90
ReturnHeader/FilingSecurityInformation/IPDt02017-11-14
ReturnHeader/FilingSecurityInformation/IPTm014:36:12
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/PreparationDt02017-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Troy Potter
ReturnHeader/ReturnTs02017-11-13T10:54:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,086
Liabilities
$0
Net assets
$3,086
Revenue
$99,543
Expenses
$94,715
Net income
$4,828
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