Civic Intelligence

Heartright Foundation Inc

EIN 46-5589501 • 501(c)3 • Sacramento, CA

Profile

The purpose of the heartright foundation is to provide social, therapeutic and educational opportunities to people with developmental disabilities that may not otherwise be able to afford those opportunities.

2330 Glendale LaneSacramento, CA 95825

www.heartrightfoundation.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

36th percentile

-4.7%

Higher net margin than 36% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

50th percentile

-1.8%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

385%

Faster revenue growth than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$479,975

Down $8,700 (-1.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$479,975

Down $8,700 (-1.8%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin36th percentile

Revenue

Up

$184,209

Up $146,206 (+385%) from 2023

Expenses

Up

$192,909

Up $102,919 (+114%) from 2023

Net Income

Up

-$8,700

Up $43,287 (+83%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$600K$400K$200K$0Assets 2014: $15,064Liabilities 2014: $02014Assets 2015: $70,381Liabilities 2015: $02015Assets 2017: $110,670Liabilities 2017: $0Net Assets 2017: $110,6702017Assets 2019: $159,901Liabilities 2019: $0Net Assets 2019: $159,9012019Assets 2020: $135,260Liabilities 2020: $10Net Assets 2020: $135,2502020Assets 2021: $398,769Liabilities 2021: $0Net Assets 2021: $398,7692021Assets 2022: $540,662Liabilities 2022: $0Net Assets 2022: $540,6622022Assets 2023: $488,675Liabilities 2023: $0Net Assets 2023: $488,6752023Assets 2024: $479,975Liabilities 2024: $0Net Assets 2024: $479,9752024

Highlighted filing

2024

Assets$479,975
Liabilities$0
Net Assets$479,975
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

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

$300K$200K$100K$0-$100KRevenue 2014: $15,349Expenses 2014: $285Net Income 2014: $15,0642014Revenue 2015: $22,529Expenses 2015: $2,088Net Income 2015: $20,4412015Revenue 2017: $25,9412017Revenue 2019: $97,960Expenses 2019: $62,884Net Income 2019: $35,0762019Revenue 2020: $20,556Expenses 2020: $45,207Net Income 2020: -$24,6512020Revenue 2021: $277,679Expenses 2021: $14,160Net Income 2021: $263,5192021Revenue 2022: $231,146Expenses 2022: $89,253Net Income 2022: $141,8932022Revenue 2023: $38,003Expenses 2023: $89,990Net Income 2023: -$51,9872023Revenue 2024: $184,209Expenses 2024: $192,909Net Income 2024: -$8,7002024

Highlighted filing

2024

Revenue$184,209
Expenses$192,909
Net Income-$8,700
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$479,975
Liabilities
$0
Net assets
$479,975
Revenue
$184,209
Expenses
$192,909
Net income
-$8,700
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$1.84$1.93$0.09
2023Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$0.38$0.90$0.52
2022Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$2.31$0.89$1.42
2021Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$2.78$0.14$2.64
2020Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.21$0.45$0.25
2019Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.98$0.63$0.35
2017Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.26
2015Summary only. Only limited summary data is available for this year.$0.70$0.00$0.23$0.02$0.20
2014Summary only. Only limited summary data is available for this year.$0.15$0.00$0.15$0.00$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 24, 2026
Return Version
2024v5.5
Gross Receipts
$184,209
Mission and Program Overview

Mission

The purpose of the heartright foundation is to provide social, therapeutic and educational opportunities to people with developmental disabilities that may not otherwise be able to afford those opportunities.

Program Services

DescriptionGrantsExpenses
FUNDRAISING TO PROVIDE SERVICES SUCH AS ASSISTANCE, TRAINING AND EDUCATION TO INDVIDUALS WITH DEVELOPMENTAL DISABILITIES.$183,259$192,909
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINE BAGLEYSecretary-$0--
LYNN FULLERSecretary-$0--
STACY SISSONPresident-$0--
ANNA SHANDSVice President-$0--
JOYCE NEELYSeargent At Arms-$0--
JOHN ANGELONIDESTreasurer-$0--
JOHN ANGELONIDESCFO-$0--
Filing and Contact Details

Filer

Filer Name
Heartright Foundation Inc
EIN
46-5589501
Phone
9166791555
Address
2330 GLENDALE LANE, SACRAMENTO, CA 95825

Signing Officer

Name
John Angelonides
Title
CFO
Phone
9166791555
Signed
2026-02-24
Discuss with paid preparer
Yes

Preparer

Firm
Navolio & Tallman Llp
Address
2121 N CALIFORNIA BLVD SUITE 610, WALNUT CREEK, CA 94596
Preparer
David S Tallman
Phone
4159561750
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank fees. Amount: 380. Description: miscellaneous expenses. Amount: 4,770. Total to form 990-ez, line 16: 5,150.”

Raw XML Appendix174 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SEARGENT AT ARMS
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IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THE HEARTRIGHT FOUNDATION IS TO PROVIDE SOCIAL, THERAPEUTIC AND EDUCATIONAL OPPORTUNITIES TO PEOPLE WITH DEVELOPMENTAL DISABILITIES THAT MAY NOT OTHERWISE BE ABLE TO AFFORD THOSE OPPORTUNITIES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK FEES. AMOUNT: 380. DESCRIPTION: MISCELLANEOUS EXPENSES. AMOUNT: 4,770. TOTAL TO FORM 990-EZ, LINE 16: 5,150.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/ReturnTs02026-03-04T15:49:30-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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