Civic Intelligence

Anns Heart Inc

EIN 46-5257454 • 501(c)3 • Phoenixville, PA

Profile

To provide a place of welcome and human services to all phoenixville area people

35 Hall Street Ste 301Phoenixville, PA 19460

www.annsheart.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

64th percentile

0.16x

Higher debt load relative to assets than 64% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

64th percentile

0.18x

Higher debt load relative to revenue than 64% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

91st percentile

56%

Higher net margin than 91% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

86th percentile

35%

Faster asset growth than 86% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

86th percentile

56%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$2,679,085

Up $698,931 (+35%) from 2024

Liabilities

Down

$440,490

Down $650,311 (-60%) from 2024

Net Assets

Up

$2,238,595

Up $1,349,242 (+152%) from 2024

Revenue

Up

$2,412,011

Up $869,817 (+56%) from 2024

Expenses

Up

$1,062,769

Up $169,329 (+19%) from 2024

Net Income

Up

$1,349,242

Up $700,488 (+108%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2017: $38,804Liabilities 2017: $02017Assets 2018: $69,107Liabilities 2018: $02018Assets 2019: $27,694Liabilities 2019: $02019Assets 2020: $59,005Liabilities 2020: $0Net Assets 2020: $59,0052020Assets 2021: $132,206Liabilities 2021: $0Net Assets 2021: $132,2062021Assets 2022: $68,745Liabilities 2022: $0Net Assets 2022: $68,7452022Assets 2023: $251,156Liabilities 2023: $10,557Net Assets 2023: $240,5992023Assets 2024: $1,980,154Liabilities 2024: $1,090,801Net Assets 2024: $889,3532024Assets 2025: $2,679,085Liabilities 2025: $440,490Net Assets 2025: $2,238,5952025

Highlighted filing

2025

Assets$2,679,085
Liabilities$440,490
Net Assets$2,238,595

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2017: $108,044Expenses 2017: $87,354Net Income 2017: $20,6902017Revenue 2018: $174,750Expenses 2018: $144,447Net Income 2018: $30,3032018Revenue 2019: $141,654Expenses 2019: $183,067Net Income 2019: -$41,4132019Revenue 2020: $273,869Expenses 2020: $242,558Net Income 2020: $31,3112020Revenue 2021: $437,537Expenses 2021: $364,336Net Income 2021: $73,2012021Revenue 2022: $489,653Expenses 2022: $553,114Net Income 2022: -$63,4612022Revenue 2023: $866,633Expenses 2023: $694,779Net Income 2023: $171,8542023Revenue 2024: $1,542,194Expenses 2024: $893,440Net Income 2024: $648,7542024Revenue 2025: $2,412,011Expenses 2025: $1,062,769Net Income 2025: $1,349,2422025

Highlighted filing

2025

Revenue$2,412,011
Expenses$1,062,769
Net Income$1,349,242

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$2,412,011
Mission and Program Overview

Mission

To provide a place of welcome and service for phoenixville

The mission of ann's heart is to provide a place of welcome and human services to all phoenixville area people.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,894,559$1,928,620▲ $34,061
Pledges and Grants Receivable-$525,000-
Savings and Temporary Cash Investments$79,924$218,465▲ $138,541
Prepaid Expenses and Deferred Charges-$7,000-
Intangible Assets$5,627--
Cash and Non-Interest-Bearing Accounts$44--
Total Assets$1,980,154$2,679,085▲ $698,931
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,000,000$373,598▼ $626,402
Other Liabilities$40,801$66,429▲ $25,628
Unsecured Notes Loans Payable$50,000$0▼ $50,000
Accounts Payable and Accrued Expenses-$463-
Total Liabilities$1,090,801$440,490▼ $650,311
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$803,648$1,438,271▲ $634,623
Net Assets With Donor Restrictions$85,705$800,324▲ $714,619
Total Net Assets Fund Balance$889,353$2,238,595▲ $1,349,242
Total Liabilities and Net Assets / Fund Balance$1,980,154$2,679,085▲ $698,931

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,899,469$61,280$1,960,749
Equipment$15,897$5,198$21,095
Other Land Buildings$13,254$2,616$15,870
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$2,354,838
Program Service Revenue
$0
Investment Income
$3,349
Other Revenue
$53,824
All Other Contributions
$817,265
Change in Net Assets
$1,349,242

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,412,011
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,412,011
Total Revenue per Form 990
$2,412,011
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$591,953
Other Expenses$470,816
Total Fundraising Expense$50,427
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$423,481$79,403$26,560$529,444
Interest-$66,684$89$66,773
Depreciation Depletion-$54,738-$54,738
All Other Expenses$20,021$25,983$2,370$48,374
Payroll Taxes$33,918$8,719$1,240$43,877
Insurance$14,310$21,437-$35,747
Other Expenses$23,962$3,970$2,172$30,104
Advertising$8,906$2,661$14,824$26,391
Fees for Services Other$4,575$10,230$894$15,699
Other Employee Benefits$8,309$4,850$1,561$14,720
Fees for Services Accounting-$5,615-$5,615
Pension Plan Contributions-$3,912-$3,912
Total Functional Expenses$723,255$289,087$50,427$1,062,769

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,062,769
Total Expenses per Audited Statements$1,062,769
Total Expenses per Form 990$1,062,769
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$27,824
Fundraising Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Down to the Heart$21,247$21,247-$21,247
Total Events$27,824$27,824-$27,824
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Payable$64,719
Employee Benefits Payable$1,710
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Line 11b explanation - the form 990 is reviewed by the executive director and board members before filing.

Form 990, Part VI, Section B, Line 15A

The board of directors determines the executive director's salary on an annual basis.

Form 990, Part VI, Section C, Line 19

The organization keeps its financial records including tax documents and governing documents in its office space. The business director makes any documents available to the general public upon request.

Filing and Contact Details

Filer

Filer Name
ANN'S HEART INC
EIN
46-5257454
Phone
4843932407
Address
35 HALL STREET STE 301, PHOENIXVILLE, PA 19460

Signing Officer

Name
Kristen Mcgee
Title
Executive Director
Phone
4843932407
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Formed
2014
Legal Domicile
Pa
Voting Board Members
15
Independent Board Members
15
Employees
24
Volunteers
2,800

Preparer

Firm
Emerge Accounting Group Pc
Address
555 SECOND AVE G-260, COLLEGEVILLE, PA 19426
Preparer
Jennifer Bond
Phone
6102261040
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Dues & subscriptions: program service expenses 430. Management and general expenses 25,689. Fundraising expenses 2,208. Total expenses 28,327. Operating supplies/expenses: program service expenses 19,569. Management and general expenses 22. Fundraising expenses 0. Total expenses 19,591. Licenses & permits: program service expenses 0. Management and general expenses 250. Fundraising expenses 0. Total expenses 250. Bank & processing fees: program service expenses 22. Management and general expenses 22. Fundraising expenses 162. Total expenses 206.

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