Civic Intelligence

Heart Chan

990 • Fiscal year 2017 • EIN 46-1064920

Jan 01, 2017 to Dec 31, 2017 • Filed on May 31, 2018

Organization ProfileWWW.HEARTCHAN.ORG
18883 State Highway 20Nevada City, CA 95959

(714) 318-3818

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

24th percentile

0.02x

Higher debt load relative to revenue than 24% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

79th percentile

21%

Higher net margin than 79% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

52nd percentile

3.7%

Faster asset growth than 52% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-65%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$2,391,876

Up $86,015 (+3.7%) from 2016

Net Assets

Up

$2,385,952

Up $81,794 (+3.5%) from 2016

Liabilities

Up

$5,924

Up $4,221 (+248%) from 2016

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin79th percentile

Revenue

Down

$380,975

Down $713,639 (-65%) from 2016

Expenses

Down

$299,181

Down $79,961 (-21%) from 2016

Net Income

Down

$81,794

Down $633,678 (-89%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $0Liabilities 2012: $02012Assets 2013: $904,164Liabilities 2013: $0Net Assets 2013: $904,1642013Assets 2014: $1,440,257Liabilities 2014: $0Net Assets 2014: $1,440,2572014Assets 2015: $1,588,686Liabilities 2015: $0Net Assets 2015: $1,588,6862015Assets 2016: $2,305,861Liabilities 2016: $1,703Net Assets 2016: $2,304,1582016Assets 2017: $2,391,876Liabilities 2017: $5,924Net Assets 2017: $2,385,9522017Assets 2018: $2,495,952Liabilities 2018: $46,660Net Assets 2018: $2,449,2922018Assets 2019: $2,398,288Liabilities 2019: $0Net Assets 2019: $2,398,2882019Assets 2020: $2,448,628Liabilities 2020: $576Net Assets 2020: $2,448,0522020Assets 2021: $2,615,852Liabilities 2021: $657Net Assets 2021: $2,615,1952021Assets 2022: $2,655,871Liabilities 2022: $4,262Net Assets 2022: $2,651,6092022Assets 2023: $1,692,966Liabilities 2023: $549Net Assets 2023: $1,692,4172023Assets 2024: $351,092Liabilities 2024: $2,890Net Assets 2024: $348,2022024

Highlighted filing

2017

Assets$2,391,876
Liabilities$5,924
Net Assets$2,385,952
Open 2017 Filing

Operations Trend

Revenue Growth3rd percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2012: $0Expenses 2012: $0Net Income 2012: $02012Revenue 2013: $988,149Expenses 2013: $91,472Net Income 2013: $896,6772013Revenue 2014: $674,256Expenses 2014: $138,163Net Income 2014: $536,0932014Revenue 2015: $667,909Expenses 2015: $519,480Net Income 2015: $148,4292015Revenue 2016: $1,094,614Expenses 2016: $379,142Net Income 2016: $715,4722016Revenue 2017: $380,975Expenses 2017: $299,181Net Income 2017: $81,7942017Revenue 2018: $330,957Expenses 2018: $267,617Net Income 2018: $63,3402018Revenue 2019: $274,209Expenses 2019: $323,812Net Income 2019: -$49,6032019Revenue 2020: $263,933Expenses 2020: $214,169Net Income 2020: $49,7642020Revenue 2021: $355,288Expenses 2021: $188,145Net Income 2021: $167,1432021Revenue 2022: $241,238Expenses 2022: $204,824Net Income 2022: $36,4142022Revenue 2023: $151,091Expenses 2023: $1,104,483Net Income 2023: -$953,3922023Revenue 2024: $441,007Expenses 2024: $1,785,222Net Income 2024: -$1,344,2152024

Highlighted filing

2017

Revenue$380,975
Expenses$299,181
Net Income$81,794
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 31, 2018
Return Version
2017v2.2
Gross Receipts
$980,975
Mission and Program Overview

Mission

To bring chan meditation practice into as many people's lives as possible and to help people to live a life of peace, love, and harmony as they walk along the path toward enlightenment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$534,148$1,198,657▲ $664,509
Land, Buildings, and Equipment, Net$1,755,498$1,170,389▼ $585,109
Cash and Non-Interest-Bearing Accounts$16,215$7,670▼ $8,545
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-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,305,861$2,391,876▲ $86,015
Other Assets Total-$15,160-
Liabilities
Other Liabilities$1,703$5,924▲ $4,221
Total Liabilities$1,703$5,924▲ $4,221
Net Assets / Fund Balance
Unrestricted Net Assets$2,304,158$2,385,952▲ $81,794
Total Net Assets Fund Balance$2,304,158$2,385,952▲ $81,794
Total Liabilities and Net Assets / Fund Balance$2,305,861$2,391,876▲ $86,015

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$837,663$42,337$880,000
Land$220,000-$220,000
Leasehold Improvements$99,777$15,610$115,387
Other Land Buildings$12,949$8,204$21,153
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Yao Donald HwongDirector
Zhenyao MoDirector
Mark TroxellCEO
Inmei Emily HsiaoCFO
Yen Kang LiuSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$305,466
Program Service Revenue
$0
Investment Income
$75,509
Other Revenue
$0
All Other Contributions
$305,466
Change in Net Assets
$81,794
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$299,181
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$133,929$23,635-$157,564
Fees for Services Legal$40,213--$40,213
Depreciation Depletion$33,456--$33,456
Insurance$16,907$2,984-$19,891
Office Expenses$6,638$5,357-$11,995
Advertising$8,251--$8,251
Travel$4,040--$4,040
Fees for Services Accounting-$1,110-$1,110
Conferences and Meetings$822--$822
Information Technology$742--$742
Other Expenses$377--$377
Total Functional Expenses$266,095$33,086$0$299,181
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
Credit Cards$5,924
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
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 2: Description of Business or Family Relationship of Officers, Directors, Et

“Inmei Emily Hsiao, CFO and Yao Donald Hwong, Director, are married”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The tax returns are reviewed by board members before they are filed.”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“Information will be provided to the general public upon written request.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Application and Returns only will be disclosed to the general public upon written request.”

Filing and Contact Details

Filer

Filer Name
Heart Chan
EIN
46-1064920
Phone
7143183818
Address
18883 State Highway 20, Nevada City, CA 95959

Signing Officer

Name
Yao Donald Hwong
Title
Director
Signed
2018-05-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Yao Donald Hwong
Formed
2012
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
20

Preparer

Firm
Law Offices of Steven F Schroeder
Address
2107B N BROADWAY STE 204, SANTA ANA, CA 92706-2613
Preparer
Terri L Petring
Phone
7144800529
Supplemental Narrative

Additional Explanations

Additional Information

“The organization suffered a fire at their Watsonville, CA location which destroyed the building on the property. The insurance proceeds received exceeded the value of the building and a gain has been reported on Part 8 of Form 990”

Raw XML AppendixShowing 400 of 418 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO BRING CHAN MEDITATION PRACTICE INTO AS MANY PEOPLE'S LIVES AS POSSIBLE AND TO HELP PEOPLE TO LIVE A LIFE OF PEACE, LOVE, AND HARMONY AS THEY WALK ALONG THE PATH TOWARD ENLIGHTENMENT.
IRS990/AdvertisingGrp/ProgramServicesAmt08251
IRS990/AdvertisingGrp/TotalAmt08251
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt0305466
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0INMEI EMILY HSIAO
IRS990/BooksInCareOfDetail/PhoneNum07146693188
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt017661 LIMETREE WAY
IRS990/BooksInCareOfDetail/USAddress/CityNm0TUSTIN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092780
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt016215
IRS990/CashNonInterestBearingGrp/EOYAmt07670
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0822
IRS990/ConferencesMeetingsGrp/TotalAmt0822
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0305466
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt075509
IRS990/CYOtherExpensesAmt0299181
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt081794
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0299181
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0380975
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt033456
IRS990/DepreciationDepletionGrp/TotalAmt033456
IRS990/Desc0TO PROVIDE FUNDS FOR MAINTENANCE OF EXISTING AND CONTINUED PROPAGATION OF A NATIONAL NETWORK OF CENTERS AND RETREAT LOACATIONS, PROVIDING A REGUALAR SCHEDULE OF SERVICES, CLASSES AND TRAINING IN THE CHAN TRADITIONAL TEACHINGS AND LINEAGE, INCLUDING, BUT NOT LIMITED TO, PERFORMING WEDDINGS, FUNERAL SERVICES, COUNSELING IN HEALTHY LIFESTYLE, RELATIONSHIPS AND SPIRITUAL DEVELOPMENT OF PRACTITIONERS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0266095
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01110
IRS990/FeesForServicesAccountingGrp/TotalAmt01110
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt040213
IRS990/FeesForServicesLegalGrp/TotalAmt040213
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0ZHENYAO MO
IRS990/Form990PartVIISectionAGrp/PersonNm1YAO DONALD HWONG
IRS990/Form990PartVIISectionAGrp/PersonNm2MARK TROXELL
IRS990/Form990PartVIISectionAGrp/PersonNm3YEN KANG LIU
IRS990/Form990PartVIISectionAGrp/PersonNm4INMEI EMILY HSIAO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4CFO
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr02012
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt075000
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0675000
IRS990/GrossReceiptsAmt0980975
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt0742
IRS990/InformationTechnologyGrp/TotalAmt0742
IRS990/InsuranceGrp/ManagementAndGeneralAmt02984
IRS990/InsuranceGrp/ProgramServicesAmt016907
IRS990/InsuranceGrp/TotalAmt019891
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0509
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0509
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt066151
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01755498
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01170389
IRS990/LandBldgEquipCostOrOtherBssAmt01236540
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0600000
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO BRING CHAN MEDITATION PRACTICE INTO AS MANY PEOPLE'S LIVES AS POSSIBLE AND TO HELP PEOPLE TO LIVE A LIFE OF PEACE, LOVE, AND HARMONY AS THEY WALK ALONG THE PATH TOWARD ENLIGHTENMENT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02304158
IRS990/NetAssetsOrFundBalancesEOYAmt02385952
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt075000
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt075000
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt023635
IRS990/OccupancyGrp/ProgramServicesAmt0133929
IRS990/OccupancyGrp/TotalAmt0157564
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05357
IRS990/OfficeExpensesGrp/ProgramServicesAmt06638
IRS990/OfficeExpensesGrp/TotalAmt011995
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt015160
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Donations to FIBCPC
IRS990/OtherExpensesGrp/Desc1Taxes
IRS990/OtherExpensesGrp/ProgramServicesAmt020720
IRS990/OtherExpensesGrp/ProgramServicesAmt1377
IRS990/OtherExpensesGrp/TotalAmt020720
IRS990/OtherExpensesGrp/TotalAmt1377
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt01703
IRS990/OtherLiabilitiesGrp/EOYAmt05924
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0YAO DONALD HWONG
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0317901
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0701092
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0379142
IRS990/PYOtherRevenueAmt075621
IRS990/PYRevenuesLessExpensesAmt0715472
IRS990/PYTotalExpensesAmt0379142
IRS990/PYTotalRevenueAmt01094614
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt081794
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0534148
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01198657
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0305465
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0317901
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0618163
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0637520
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0958182
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02837231
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0508
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0435
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0182
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0826
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0307
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02258
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt032000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt075621
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt042304
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt035910
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt029660
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0215495
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0508
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0435
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0182
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0826
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0307
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02258
IRS990ScheduleA/InvestmentIncomeCYPct00.00060
IRS990ScheduleA/InvestmentIncomePYPct00.00050
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt075000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0700657
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0775657
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.79690
IRS990ScheduleA/PublicSupportPY509Pct00.79510
IRS990ScheduleA/PublicSupportTotal509Amt03052726
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0337465
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0393522
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0660467
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0673430
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0987842
IRS990ScheduleA/Total509Grp/TotalAmt03052726
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0412973
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01094614
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0660649
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0674256
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0988149
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03830641
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0837663
IRS990ScheduleD/BuildingsGrp/DepreciationAmt042337
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0880000
IRS990ScheduleD/LandGrp/BookValueAmt0220000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0220000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt099777
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt015610
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0115387
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt012949
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt08204
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt021153
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05924
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Credit Cards
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01170389
IRS990ScheduleD/TotalLiabilityAmt05924
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Inmei Emily Hsiao, CFO and Yao Donald Hwong, Director, are married
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The tax returns are reviewed by board members before they are filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information will be provided to the general public upon written request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Application and Returns only will be disclosed to the general public upon written request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organization suffered a fire at their Watsonville, CA location which destroyed the building on the property. The insurance proceeds received exceeded the value of the building and a gain has been reported on Part 8 of Form 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Additional Information
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02305861
IRS990/TotalAssetsEOYAmt02391876
IRS990/TotalAssetsGrp/BOYAmt02305861
IRS990/TotalAssetsGrp/EOYAmt02391876
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0305466
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt033086
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0266095
IRS990/TotalFunctionalExpensesGrp/TotalAmt0299181
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01703
IRS990/TotalLiabilitiesEOYAmt05924
IRS990/TotalLiabilitiesGrp/BOYAmt01703
IRS990/TotalLiabilitiesGrp/EOYAmt05924
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02304158
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02385952
IRS990/TotalProgramServiceExpensesAmt0266095
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt075509
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0380975
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02305861
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02391876
IRS990/TravelGrp/ProgramServicesAmt04040
IRS990/TravelGrp/TotalAmt04040
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02304158
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02385952
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt017661 LIMETREE WAY
IRS990/USAddress/CityNm0TUSTIN
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092780
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.HEARTCHAN.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0YAO DONALD HWONG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEART CHAN
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0461064920

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,391,876
Liabilities
$5,924
Net assets
$2,385,952
Revenue
$380,975
Expenses
$299,181
Net income
$81,794
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.44$1.79$1.34
2023Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.15$1.10$0.95
2022Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.65$0.24$0.20$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.36$0.19$0.17
2020Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.26$0.21$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.27$0.32$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.50$0.05$2.45$0.33$0.27$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.39$0.01$2.39$0.38$0.30$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.30$1.09$0.38$0.72
2015Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.67$0.52$0.15
2014Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.67$0.14$0.54
2013Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.99$0.09$0.90
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00