Civic Intelligence

335 Heart Foundation Inc.

EIN 47-2068507 • 501(c)3 • Mooresville, NC

Pub. 78 Eligible990-N CoverageNTEE G20

Profile

To provide timely and accessible financial support to needy families of children afflicted with a Congenital Heart Defect.

156 Hedgewood DrMooresville, NC 28115

www.335heart.org

Siviq Scores

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

Liabilities / Assets

77th percentile

0.08x

Higher debt load relative to assets than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

84th percentile

0.13x

Higher debt load relative to revenue than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

13th percentile

-55%

Higher net margin than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$8,051

Down $2,372 (-23%) from 2015

Liabilities

Up

$664

Up $664 from 2015

Net Assets

$7,387

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue84th percentileNet Margin13th percentile

Revenue

Down

$5,192

Down $9,484 (-65%) from 2015

Expenses

Up

$8,053

Up $2,379 (+42%) from 2015

Net Income

Down

-$2,861

Down $11,863 (-132%) from 2015

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15K$10K$5.0K$0Assets 2015: $10,423Liabilities 2015: $02015Assets 2016: $8,051Liabilities 2016: $664Net Assets 2016: $7,3872016

Highlighted filing

2016

Assets$8,051
Liabilities$664
Net Assets$7,387
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15K$10K$5.0K$0-$5.0KRevenue 2015: $14,676Expenses 2015: $5,674Net Income 2015: $9,0022015Revenue 2016: $5,192Expenses 2016: $8,053Net Income 2016: -$2,8612016

Highlighted filing

2016

Revenue$5,192
Expenses$8,053
Net Income-$2,861
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,051
Liabilities
$664
Net assets
$7,387
Revenue
$5,192
Expenses
$8,053
Net income
-$2,861
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$8.05$0.66$7.39$5.19$8.05$2.86
2015Summary only. Only limited summary data is available for this year.$10.4$0.00$14.7$5.67$9.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 16, 2017
Return Version
2016v3.0
Gross Receipts
$9,436
Mission and Program Overview

Mission

To provide timely and accessible financial support to needy families of children afflicted with a Congenital Heart Defect.

Program Services

DescriptionGrantsExpenses
Family financial support grants. These grants range from $150 to $1,500 in size per family. They can be used to pay for medical costs, travel costs relating to medical care of their child, basic utilities and housing expenses, basic needs (food/clothing/shelter). Grants are for extraordinary financial circumstances experienced due to loss of income from time off work because of providing support to a CHD child.$3,259$0
Established Stay and Care VISA gift card program. This program is administered by the pediatric cardiology care team and their social worker(s) identify needy families who would benefit from the financial assistance of a gift card. Gift cards are given to primary caregivers of a child with a severe CHD. The gift card can be used to purchase incidentals (meals, fuel, transportation, etc) to enable the family members to support the recovery and care of their child.$3,000$236
Advocacy support to support education and research funding initiatives for CHD care$580$0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeffrey SmithPresident-$0--
Kristina SmithVice President, Secretary, TreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
335 Heart Foundation Inc
EIN
47-2068507
Phone
7049994022
Address
156 Hedgewood Dr, Mooresville, NC 28115

Signing Officer

Name
Kristina Smith
Title
CoFounder
Phone
7049994022
Signed
2017-05-16
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Financial assistance grants and gift cards to families for funeral expenses and assist with travel expenses relating to the care of their child with a CHD.”

Form 990-EZ, Part II, Line 26

“Unrestricted net assets”

Raw XML Appendix155 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Mooresville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028115
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IRS990EZ/OccupancyRentUtltsAndMaintAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jeffrey Smith
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President, Secretary, Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To provide timely and accessible financial support to needy families of children afflicted with a Congenital Heart Defect.
IRS990EZ/PrintingPublicationsPostageAmt0828
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Established Stay and Care VISA gift card program. This program is administered by the pediatric cardiology care team and their social worker(s) identify needy families who would benefit from the financial assistance of a gift card. Gift cards are given to primary caregivers of a child with a severe CHD. The gift card can be used to purchase incidentals (meals, fuel, transportation, etc) to enable the family members to support the recovery and care of their child.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Family financial support grants. These grants range from $150 to $1,500 in size per family. They can be used to pay for medical costs, travel costs relating to medical care of their child, basic utilities and housing expenses, basic needs (food/clothing/shelter). Grants are for extraordinary financial circumstances experienced due to loss of income from time off work because of providing support to a CHD child.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Advocacy support to support education and research funding initiatives for CHD care
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt13259
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt2580
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
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IRS990EZ/SaleOfAssetsGrossAmt00
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IRS990EZ/SpecialEventsNetIncomeLossAmt0-57
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0664
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TransactionWithControlEntInd00
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05249
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt019841
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt025090
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04187
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IRS990ScheduleA/InvestmentIncomeCYPct00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Financial assistance grants and gift cards to families for funeral expenses and assist with travel expenses relating to the care of their child with a CHD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Unrestricted net assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 26
ReasonableCauseExplanation/ExplanationTxt0we did not have our books closed for the financial year until late on 5/15/17. Therefore we are a day late in filing.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CoFounder
ReturnHeader/BusinessOfficerGrp/PhoneNum07049994022
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-16
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ReturnHeader/Filer/PhoneNum07049994022
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
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ReturnHeader/ReturnTs02017-05-16T19:36:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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