Civic Intelligence

Heartfelt School

990EZ • Fiscal year 2020 • EIN 45-5004371

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

34th percentile

-3.8%

Higher net margin than 34% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

95th percentile

$65,502

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 39.3% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

14th percentile

-30%

Faster asset growth than 14% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

77th percentile

16%

Faster revenue growth than 77% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$15,087

Down $6,410 (-30%) from 2019

Net Assets

Down

$15,087

Down $6,410 (-30%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin34th percentile

Revenue

Up

$166,843

Up $23,020 (+16%) from 2019

Expenses

Up

$173,253

Up $29,997 (+21%) from 2019

Net Income

Down

-$6,410

Down $6,977 (-1231%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2020

Assets$15,087
Liabilities$0
Net Assets$15,087
Open 2020 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

2020

Revenue$166,843
Expenses$173,253
Net Income-$6,410
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.1
Gross Receipts
$166,843
Mission and Program Overview

Mission

Waldorf inspired early childhood school

Program Services

DescriptionGrantsExpenses
WALDORF INSPIRED EDUCTAIONAL PROGRAM FOR CHILDREN AGES 1-6$15,022$173,253
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSICA GEBHARDTSecretaryFT$65,502-$65,502
HEIDI DAVIDSON DREWMemberPT$1,800-$1,800
ELIZABETH R WILKINSMemberPT$80-$80
PAUL GEBHARDTPresidentPT$0--
SIMONE HALSTEADVice PresidentPT$0--
MARIAH BRINTONTreasurer-$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
2021-11-10
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 9,857insurance 7,060continuing education 1,995classroom supplies 24,681internet and telephone 2,180office supplies 4,289computer/technology 2,750bank svc charges 44”

Raw XML Appendix164 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/BOYAmt021497
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015087
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt042122
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6410
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01824
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021497
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015087
IRS990EZ/GrossReceiptsAmt0166843
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021497
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015087
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021497
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015087
IRS990EZ/OccupancyRentUtltsAndMaintAmt08437
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/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt21800
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt365502
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt580
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 DREW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JESSICA GEBHARDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARIAH BRINTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ELIZABETH R WILKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt052856
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0WALDORF INSPIRED EARLY CHILDHOOD SCHOOL
IRS990EZ/ProgramServiceRevenueAmt0124721
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WALDORF INSPIRED EDUCTAIONAL PROGRAM FOR CHILDREN AGES 1-6
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015022
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0173253
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0110136
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0ME
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0173253
IRS990EZ/TotalProgramServiceExpensesAmt0173253
IRS990EZ/TotalRevenueAmt0166843
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.HEARTFELTSCHOOL.COM/
IRS990ScheduleA/SchoolInd0X
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
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTPAYROLL TAXES 9,857INSURANCE 7,060CONTINUING EDUCATION 1,995CLASSROOM SUPPLIES 24,681INTERNET AND TELEPHONE 2,180OFFICE SUPPLIES 4,289COMPUTER/TECHNOLOGY 2,750BANK SVC CHARGES 44
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL GEBHARDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02078381990
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
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/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/PreparationDt02021-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Troy Potter
ReturnHeader/ReturnTs02021-11-10T09:08:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAUL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GEBHARDT
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,087
Liabilities
$0
Net assets
$15,087
Revenue
$166,843
Expenses
$173,253
Net income
-$6,410
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