Civic Intelligence

Heartright Foundation Inc

990EZ • Fiscal year 2019 • EIN 46-5589501

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

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

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

87th percentile

36%

Higher net margin than 87% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

72nd percentile

20%

Faster asset growth than 72% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2019

Revenue Growth

92nd percentile

94%

Faster revenue growth than 92% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$159,901

Up $49,231 (+44%) from 2017

Net Assets

Up

$159,901

Up $49,231 (+44%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin87th percentile

Revenue

Up

$97,960

Up $72,019 (+278%) from 2017

Expenses

$62,884

No earlier filing loaded for comparison.

Net Income

$35,076

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2019

Assets$159,901
Liabilities$0
Net Assets$159,901
Open 2019 Filing

Operations Trend

Revenue Growth92nd 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

2019

Revenue$97,960
Expenses$62,884
Net Income$35,076
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Gross Receipts
$98,123
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 Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINE BAGLEYSecretary-$0--
LYNN FULLERSecretary-$0--
STACY SISSONPresident-$0--
ANNA SHANDSVice President-$0--
JOYCE NEELYSeargent At Arms-$0--
TIFFANY ECKMANTreasurer-$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
John Angelonides
Title
CFO
Phone
9166791555
Signed
2020-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Campbell Taylor Washburn
Address
3741 DOUGLAS BLVD SUITE 350, ROSEVILLE, CA 95661
Preparer
Chris Washburn
Phone
9169293680
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: paradise fire disaster relief. Grantee name: various. Amount given: 60,350.”

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

“Description: misc expense. Amount: 300. Description: meetings. Amount: 255. Description: state & federal tax. Amount: 1,309. Description: bank fees. Amount: 185. Total to form 990-ez, line 16: 2,049.”

Raw XML Appendix169 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/PersonNm5TIFFANY ECKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OperateHospitalInd00
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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.
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: PARADISE FIRE DISASTER RELIEF. GRANTEE NAME: VARIOUS. AMOUNT GIVEN: 60,350.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MISC EXPENSE. AMOUNT: 300. DESCRIPTION: MEETINGS. AMOUNT: 255. DESCRIPTION: STATE & FEDERAL TAX. AMOUNT: 1,309. DESCRIPTION: BANK FEES. AMOUNT: 185. TOTAL TO FORM 990-EZ, LINE 16: 2,049.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 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/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum09166791555
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEARTRIGHT FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0465589501
ReturnHeader/Filer/PhoneNum09166791555
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ReturnHeader/FilingSecurityInformation/IPTm010:42:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680251243
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAMPBELL TAYLOR WASHBURN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03741 DOUGLAS BLVD SUITE 350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095661
ReturnHeader/PreparerPersonGrp/PhoneNum09169293680
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRIS WASHBURN
ReturnHeader/ReturnTs02020-11-12T16:43:24-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$159,901
Liabilities
$0
Net assets
$159,901
Revenue
$97,960
Expenses
$62,884
Net income
$35,076
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