Civic Intelligence

Heartright Foundation Inc

990EZ • Fiscal year 2024 • EIN 46-5589501

Jan 01, 2024 to Dec 31, 2024

Organization ProfileWWW.HEARTRIGHTFOUNDATION.ORG
2330 Glendale LaneSacramento, 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.

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

33rd percentile

-4.7%

Higher net margin than 33% of similar nonprofits.

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

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

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

Asset Growth

44th percentile

-1.8%

Faster asset growth than 44% of similar nonprofits.

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

Revenue Growth

98th percentile

385%

Faster revenue growth than 98% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$479,975

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

Net Assets

Down

$479,975

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

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin33rd 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

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2024

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

Operations Trend

Revenue Growth98th 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

2024

Revenue$184,209
Expenses$192,909
Net Income-$8,700
Open 2024 Filing
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 Pay79th 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/PersonNm3ANNA SHANDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOYCE NEELY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOHN ANGELONIDES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SEARGENT AT ARMS
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IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt05150
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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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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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.HEARTRIGHTFOUNDATION.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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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
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN ANGELONIDES
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ReturnHeader/BusinessOfficerGrp/PhoneNum09166791555
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEARTRIGHT FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0465589501
ReturnHeader/Filer/PhoneNum09166791555
ReturnHeader/Filer/USAddress/AddressLine1Txt02330 GLENDALE LANE
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095825
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261367143
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NAVOLIO & TALLMAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02121 N CALIFORNIA BLVD SUITE 610
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALNUT CREEK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094596
ReturnHeader/PreparerPersonGrp/PhoneNum04159561750
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID S TALLMAN
ReturnHeader/ReturnTs02026-03-04T15:49:30-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed 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