Civic Intelligence

Heartright Foundation Inc

990EZ • Fiscal year 2017 • EIN 46-5589501

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 06, 2018

Organization ProfileN/A
2330 Glendale LnSacramento, CA 95825

(916) 679-1555

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

75th percentile

25%

Faster asset growth than 75% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

59th percentile

7.3%

Faster revenue growth than 59% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$110,670

Up $40,289 (+57%) from 2015

Net Assets

$110,670

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue56th percentileNet MarginScore unavailable

Revenue

Up

$25,941

Up $3,412 (+15%) from 2015

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$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

2017

Assets$110,670
Liabilities$0
Net Assets$110,670
Open 2017 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$25,941
Expenses-
Net Income-
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 6, 2018
Return Version
2017v2.3
Gross Receipts
$25,941
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.

To provide valuable growth opportunities to people with developmental disabilities that they might not otherwise have.

Program Services

DescriptionGrantsExpenses
FUND RAISING TO PROVIDE SERVICES TO PEOPLE WITH DEVELOPMENTAL DISABILIITES.$0$0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STACY SISSONBoard Memeber-$0--
CLAUDIA LOVELESSCFO-$0--
PATTY DIXONSecretary-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Claudia Loveless
Title
CFO
Phone
9166791555
Signed
2018-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Campbell Taylor & Company
Address
3741 DOUGLAS BLVD SUITE 350, ROSEVILLE, CA 95661
Preparer
Chris Washburn
Phone
9169293680
Raw XML Appendix128 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/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE VALUABLE GROWTH OPPORTUNITIES TO PEOPLE WITH DEVELOPMENTAL DISABILITIES THAT THEY MIGHT NOT OTHERWISE HAVE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUND RAISING TO PROVIDE SERVICES TO PEOPLE WITH DEVELOPMENTAL DISABILIITES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalRevenueAmt025941
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt025940
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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/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum09166791555
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEARTRIGHT FOUNDATION INC
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ReturnHeader/Filer/EIN0465589501
ReturnHeader/Filer/PhoneNum09166791555
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum09169293680
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRIS WASHBURN
ReturnHeader/ReturnTs02018-11-13T19:00:18-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$110,670
Liabilities
$0
Net assets
$110,670
Revenue
$25,941
Expenses
-
Net income
-
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