Civic Intelligence

Heartfelt School

990EZ • Fiscal year 2019 • EIN 45-5004371

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 10, 2020

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

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

43rd percentile

0.4%

Higher net margin than 43% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

51st percentile

2.7%

Faster asset growth than 51% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

30th percentile

-14%

Faster revenue growth than 30% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$21,497

Up $567 (+2.7%) from 2018

Net Assets

Up

$21,497

Up $567 (+2.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin43rd percentile

Revenue

Down

$143,823

Down $23,056 (-14%) from 2018

Expenses

Down

$143,256

Down $6,572 (-4.4%) from 2018

Net Income

Down

$567

Down $16,484 (-97%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2019

Assets$21,497
Liabilities$0
Net Assets$21,497
Open 2019 Filing

Operations Trend

Revenue Growth30th 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

2019

Revenue$143,823
Expenses$143,256
Net Income$567
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 10, 2020
Return Version
2019v5.1
Gross Receipts
$143,823
Mission and Program Overview

Mission

Waldorf inspired early childhood school

Program Services

DescriptionGrantsExpenses
WALDORF INSPIRED EDUCTAIONAL PROGRAM FOR CHILDREN AGES 1-6-$143,256
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL GEBHARDTPresidentPT$0--
SIMONE HALSTEADVice PresidentPT$0--
HEIDI DAVIDSON DREWMemberPT$0--
JESSICA GEBHARDTSecretaryFT$0--
MARIAH BRINTONTreasurer-$0--
ELIZABETH R WILKINSMemberPT$0--
ELIZABETH WILKINSMemberPT$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
2020-11-10
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 8,495insurance 3,690continuing education 3,497classroom supplies 17,447internet and telephone 1,246office supplies 2,834computer/technology 2,118dues and memberships 113”

Description of other assets Part II line 24

“Category beginning of year end of yearprepaid payroll 1,400 0”

Raw XML Appendix167 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/BOYAmt019530
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021497
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0567
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02095
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020930
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021497
IRS990EZ/GrossReceiptsAmt0143823
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020930
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021497
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020930
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021497
IRS990EZ/OccupancyRentUtltsAndMaintAmt08718
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAUL GEBHARDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SIMONE HALSTEAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HEIDI DAVIDSON DREW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JESSICA GEBHARDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARIAH BRINTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ELIZABETH R WILKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ELIZABETH WILKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01400
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt039440
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0WALDORF INSPIRED EARLY CHILDHOOD SCHOOL
IRS990EZ/ProgramServiceRevenueAmt0143823
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WALDORF INSPIRED EDUCTAIONAL PROGRAM FOR CHILDREN AGES 1-6
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0143256
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt093003
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0ME
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0143256
IRS990EZ/TotalProgramServiceExpensesAmt0143256
IRS990EZ/TotalRevenueAmt0143823
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/ExplanationTxt0NONDISCRIMINATION POLICY IS CLEARLY PRESENTED ON THE WEBSITE FOR THE SCHOOL
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of nondiscriminatory policy (Question 3)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTPAYROLL TAXES 8,495INSURANCE 3,690CONTINUING EDUCATION 3,497CLASSROOM SUPPLIES 17,447INTERNET AND TELEPHONE 1,246OFFICE SUPPLIES 2,834COMPUTER/TECHNOLOGY 2,118DUES AND MEMBERSHIPS 113
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARPREPAID PAYROLL 1,400 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL GEBHARDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02078381990
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-10
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/AtSubmissionCreationDeviceId076E995401085CA25915C2BF5256F2021052299C2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId076E995401085CA25915C2BF5256F2021052299C2
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId001104920203184l4zmwv
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.153.179.141
ReturnHeader/FilingSecurityInformation/IPDt02020-11-13
ReturnHeader/FilingSecurityInformation/IPTm012:06:02
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/PreparationDt02020-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Troy Potter
ReturnHeader/ReturnTs02020-11-09T15:18:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,497
Liabilities
$0
Net assets
$21,497
Revenue
$143,823
Expenses
$143,256
Net income
$567
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