Civic Intelligence

Heartright Foundation Inc

990EZ • Fiscal year 2020 • EIN 46-5589501

Jan 01, 2020 to Dec 31, 2020 • Filed on May 16, 2021

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

55th percentile

0.00x

Higher debt load relative to assets than 55% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

56th percentile

0.00x

Higher debt load relative to revenue than 56% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

7th percentile

-120%

Higher net margin than 7% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

22nd percentile

-15%

Faster asset growth than 22% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

9th percentile

-79%

Faster revenue growth than 9% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$135,260

Down $24,641 (-15%) from 2019

Net Assets

Down

$135,250

Down $24,651 (-15%) from 2019

Liabilities

Up

$10

Up $10 from 2019

Revenue

Down

$20,556

Down $77,404 (-79%) from 2019

Expenses

Down

$45,207

Down $17,677 (-28%) from 2019

Net Income

Down

-$24,651

Down $59,727 (-170%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$135,260
Liabilities$10
Net Assets$135,250

Operations Trend

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

2020

Revenue$20,556
Expenses$45,207
Net Income-$24,651
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 16, 2021
Return Version
2020v4.1
Gross Receipts
$20,796
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN ANGELONIDESCFO-$0--
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
2021-05-16
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: . Grantee name: various. Amount given: 2,574.

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

Activity classification: similar amounts paid. Grantee name: various. Amount given: 39,689. Total included on form 990-ez, line 10: 42,263.

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

Description: bank fees. Amount: 249. Description: state & federal tax. Amount: 35. Total to form 990-ez, line 16: 284.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 0. End of year amount: 10.

Raw XML Appendix177 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/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SEARGENT AT ARMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OperateHospitalInd00
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: . GRANTEE NAME: VARIOUS. AMOUNT GIVEN: 2,574.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SIMILAR AMOUNTS PAID. GRANTEE NAME: VARIOUS. AMOUNT GIVEN: 39,689. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 42,263.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BANK FEES. AMOUNT: 249. DESCRIPTION: STATE & FEDERAL TAX. AMOUNT: 35. TOTAL TO FORM 990-EZ, LINE 16: 284.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 10.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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.
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN ANGELONIDES
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ReturnHeader/BusinessOfficerGrp/PhoneNum09166791555
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEARTRIGHT FOUNDATION INC
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ReturnHeader/Filer/EIN0465589501
ReturnHeader/Filer/PhoneNum09166791555
ReturnHeader/Filer/USAddress/AddressLine1Txt02330 GLENDALE LN
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ReturnHeader/PreparerPersonGrp/PhoneNum09169293680
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRIS WASHBURN
ReturnHeader/ReturnTs02021-05-17T12:55:16-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ANGELONIDES
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings