Civic Intelligence

Equal Heart

990 • Fiscal year 2020 • EIN 46-2846816

Sep 01, 2019 to Aug 31, 2020 • Filed on Jun 16, 2021

4848 Lemmon Ave Ste 513Dallas, TX 75219

(469) 526-3645

Siviq Scores

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

Liabilities / Assets

51st percentile

0.17x

Higher debt load relative to assets than 51% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

22nd percentile

0.06x

Higher debt load relative to revenue than 22% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

72nd percentile

17%

Higher net margin than 72% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

33rd percentile

$81,962

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

91st percentile

66%

Faster asset growth than 91% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

94th percentile

108%

Faster revenue growth than 94% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Up

$3,221,581

Up $1,284,806 (+66%) from 2019

Net Assets

Up

$2,658,142

Up $1,602,533 (+152%) from 2019

Liabilities

Down

$563,439

Down $317,727 (-36%) from 2019

Revenue

Up

$9,683,308

Up $5,019,697 (+108%) from 2019

Expenses

Up

$8,080,775

Up $3,492,665 (+76%) from 2019

Net Income

Up

$1,602,533

Up $1,527,032 (+2023%) from 2019

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2015: $490,808Liabilities 2015: $205,421Net Assets 2015: $285,3872015Assets 2016: $836,169Liabilities 2016: $207,338Net Assets 2016: $628,8312016Assets 2017: $1,577,045Liabilities 2017: $716,374Net Assets 2017: $860,6712017Assets 2018: $1,889,293Liabilities 2018: $909,185Net Assets 2018: $980,1082018Assets 2019: $1,936,775Liabilities 2019: $881,166Net Assets 2019: $1,055,6092019Assets 2020: $3,221,581Liabilities 2020: $563,439Net Assets 2020: $2,658,1422020Assets 2021: $4,344,123Liabilities 2021: $564,022Net Assets 2021: $3,780,1012021Assets 2022: $4,580,529Liabilities 2022: $454,171Net Assets 2022: $4,126,3582022Assets 2023: $4,623,927Liabilities 2023: $423,148Net Assets 2023: $4,200,7792023Assets 2024: $5,297,383Liabilities 2024: $456,658Net Assets 2024: $4,840,7252024

Highlighted filing

2020

Assets$3,221,581
Liabilities$563,439
Net Assets$2,658,142

Operations Trend

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

$10M$5.0M$0Revenue 2015: $1,431,687Expenses 2015: $1,146,300Net Income 2015: $285,3872015Revenue 2016: $3,589,081Expenses 2016: $3,245,637Net Income 2016: $343,4442016Revenue 2017: $5,088,916Expenses 2017: $4,857,076Net Income 2017: $231,8402017Revenue 2018: $4,668,561Expenses 2018: $4,549,124Net Income 2018: $119,4372018Revenue 2019: $4,663,611Expenses 2019: $4,588,110Net Income 2019: $75,5012019Revenue 2020: $9,683,308Expenses 2020: $8,080,775Net Income 2020: $1,602,5332020Revenue 2021: $9,037,240Expenses 2021: $7,915,281Net Income 2021: $1,121,9592021Revenue 2022: $9,507,953Expenses 2022: $9,114,344Net Income 2022: $393,6092022Revenue 2023: $7,949,756Expenses 2023: $7,896,269Net Income 2023: $53,4872023Revenue 2024: $9,644,667Expenses 2024: $9,131,048Net Income 2024: $513,6192024

Highlighted filing

2020

Revenue$9,683,308
Expenses$8,080,775
Net Income$1,602,533
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jun 16, 2021
Return Version
2019v5.0
Gross Receipts
$9,699,155
Mission and Program Overview

Mission

Supporting people in times of adversity

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$338,754$1,535,599▲ $1,196,845
Land, Buildings, and Equipment, Net$902,404$937,006▲ $34,602
Pledges and Grants Receivable$695,617$747,550▲ $51,933
Prepaid Expenses and Deferred Charges-$1,426-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$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-
Total Assets$1,936,775$3,221,581▲ $1,284,806
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$471,351$439,669▼ $31,682
Grants Payable$345,219$95,341▼ $249,878
Accounts Payable and Accrued Expenses$64,596$28,429▼ $36,167
Total Liabilities$881,166$563,439▼ $317,727
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,055,609$2,638,712▲ $1,583,103
Net Assets With Donor Restrictions-$19,430-
Total Net Assets Fund Balance$1,055,609$2,658,142▲ $1,602,533
Total Liabilities and Net Assets / Fund Balance$1,936,775$3,221,581▲ $1,284,806

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$532,103$36,445$568,548
Equipment$38,443$284,328$322,771
Leasehold Improvements$275,008$6,994$282,002
Land$91,452-$91,452
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Keven VicknairTreasurerPT$81,962$81,962

Board Members and Trustees

NameTitle
Hunt PalmquistChairman
Joe CarreonMember
Micheal BarbeeMember
Michael AmonettSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$9,654,155
Program Service Revenue
$0
Investment Income
$29,153
Other Revenue
$0
Change in Net Assets
$1,602,533

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Food Inventory31$2,146,012Fair Market Value (FMV)
Total Noncash Contributions31$2,146,012-

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,683,308
Total Revenue per Audited Statements
$9,683,308
Total Revenue per Form 990
$9,683,308
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,902,339
Salaries, Compensation, and Employee Benefits$1,692,141
Other Expenses$486,295
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$5,902,339--$5,902,339
Other Salaries and Wages$1,101,732$311,352-$1,413,084
Payroll Taxes$98,024$14,658-$112,682
Depreciation Depletion$46,786$39,497-$86,283
Other Employee Benefits$49,750$34,663-$84,413
Current Officers, Directors, Trustees, and Key Employees$63,930$18,032-$81,962
All Other Expenses$40,905$15,749-$56,654
Occupancy$1,794$37,387-$39,181
Insurance$12,448$19,784-$32,232
Interest-$27,111-$27,111
Fees for Services Accounting-$20,017-$20,017
Other Expenses$1,241$17,666-$18,907
Travel$1,403$7,459-$8,862
Conferences and Meetings$-1,584$4,472-$2,888
Advertising$739$716-$1,455
Fees for Services Legal$137$1,064-$1,201
Total Functional Expenses$7,383,248$697,527$0$8,080,775

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$10,226,788
Expenses per Audited Statements$8,080,775
Total Expenses per Form 990$8,080,775
Expenses Not Reported on Form 990$2,146,013
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
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 11B: Form 990 Review Process

All board members review the 990 prior to filing

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

All board members review the 990 prior to filing

Filing and Contact Details

Filer

Filer Name
Equal Heart
EIN
46-2846816
Phone
4695263645
Address
4848 LEMMON AVE STE 513, DALLAS, TX 75219

Signing Officer

Name
Keven Vicknair
Title
CEO
Signed
2021-06-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Keven Vicknair
Formed
2014
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
4
Employees
281
Volunteers
113

Preparer

Firm
Farrell and Hornberger LLC
Address
12900 Preston Rd Ste 780, Dallas, TX 75230
Preparer
Grant Farrell
Phone
9728952128
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01426
IRS990/PrincipalOfficerNm0KEVEN VICKNAIR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0OPERATE AN AMERICORPS PROGRAM THAT PROVIDES STAFF TO ORGANIZATIONS THROUGHOUT THE NATION THAT ARE TACKLING LOCAL COMMUNITY NEEDS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01025297
IRS990/ProgSrvcAccomActy2Grp/GrantAmt01008348
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt04655371
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt02525732
IRS990/PYInvestmentIncomeAmt08240
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0457597
IRS990/PYRevenuesLessExpensesAmt075501
IRS990/PYSalariesCompEmpBnftPaidAmt01604781
IRS990/PYTotalExpensesAmt04588110
IRS990/PYTotalRevenueAmt04663611
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01602533
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09654155
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04655371
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04668561
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05088916
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03589081
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt027656084
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt029153
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt08240
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt037393
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99860
IRS990ScheduleA/PublicSupportPY509Pct00.99960
IRS990ScheduleA/PublicSupportTotal509Amt027656084
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt09654155
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04655371
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04668561
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt05088916
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03589081
IRS990ScheduleA/Total509Grp/TotalAmt027656084
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt09683308
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04663611
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04668561
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt05088916
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03589081
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt027693477
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0532103
IRS990ScheduleD/BuildingsGrp/DepreciationAmt036445
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0568548
IRS990ScheduleD/DonatedServicesUseFcltsAmt02146013
IRS990ScheduleD/EquipmentGrp/BookValueAmt038443
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0284328
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0322771
IRS990ScheduleD/ExpensesNotReportedAmt02146013
IRS990ScheduleD/ExpensesSubtotalAmt08080775
IRS990ScheduleD/LandGrp/BookValueAmt091452
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt091452
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0275008
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt06994
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0282002
IRS990ScheduleD/RevenueSubtotalAmt09683308
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0937006
IRS990ScheduleD/TotalExpensesPerForm990Amt08080775
IRS990ScheduleD/TotalRevenuePerForm990Amt09683308
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt09683308
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt010226788
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0MEALS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt05902339
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0FOOD
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt034363
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION RECORDS THE NUMBER OF MEALS AND FOOD HANDED OUT AT EACH DELIVERY. THE ORGANIZATION ALSO MAINTAINS RECORDS ON LOCATIONS WHERE THE FOOD IS HANDED OUT AND THE ELIGIBILITY OF THE AREA TO RECEIVE ASSISTANCE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/FoodInventoryGrp/ContributionCnt031
IRS990ScheduleM/FoodInventoryGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/FoodInventoryGrp/NonCashCheckboxInd0X
IRS990ScheduleM/FoodInventoryGrp/NoncashContributionsRptF990Amt02146012
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL BOARD MEMBERS REVIEW THE 990 PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL BOARD MEMBERS REVIEW THE 990 PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01936775
IRS990/TotalAssetsEOYAmt03221581
IRS990/TotalAssetsGrp/BOYAmt01936775
IRS990/TotalAssetsGrp/EOYAmt03221581
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt09654155
IRS990/TotalEmployeeCnt0281
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0697527
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt07383248
IRS990/TotalFunctionalExpensesGrp/TotalAmt08080775
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0881166
IRS990/TotalLiabilitiesEOYAmt0563439

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