Civic Intelligence

335 Heart Foundation Inc.

990EZ • Fiscal year 2016 • EIN 47-2068507

Jan 01, 2016 to Dec 31, 2016 • Filed on May 16, 2017

Organization Profilewww.335heart.org
156 Hedgewood DrMooresville, NC 28115

(704) 999-4022

Siviq Scores

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

Liabilities / Assets

81st percentile

0.08x

Higher debt load relative to assets than 81% of similar nonprofits.

2016 filings • NTEE G • <$500k nonprofits • Source year 2016

Liabilities / Revenue

87th percentile

0.13x

Higher debt load relative to revenue than 87% of similar nonprofits.

2016 filings • NTEE G • <$500k nonprofits • Source year 2016

Net Margin

13th percentile

-55%

Higher net margin than 13% of similar nonprofits.

2016 filings • NTEE G • <$500k nonprofits • Source year 2016

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2016 filings • NTEE G • <$500k nonprofits • Source year 2016

Asset Growth

22nd percentile

-23%

Faster asset growth than 22% of similar nonprofits.

2016 filings • NTEE G • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

11th percentile

-65%

Faster revenue growth than 11% of similar nonprofits.

2016 filings • NTEE G • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$8,051

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

Net Assets

$7,387

No earlier filing loaded for comparison.

Liabilities

Up

$664

Up $664 from 2015

Revenue And Expenses
Liabilities / Revenue87th 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

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$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 Growth11th percentile

Revenue, expenses, and net income across loaded years, with this 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
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 Pay82nd percentile

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/AddressLine1Txt0156 Hedgewood Dr
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
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kristina Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President, Secretary, Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt00
IRS990EZ/OtherRevenueTotalAmt00
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
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0236
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
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IRS990EZ/SaleOfAssetsGrossAmt00
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IRS990EZ/SpecialEventsDirectExpensesAmt04244
IRS990EZ/SpecialEventsNetIncomeLossAmt0-57
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0664
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IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TotalExpensesAmt08053
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IRS990EZ/TransactionWithControlEntInd00
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.335heart.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05249
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt019841
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt025090
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04187
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04187
IRS990ScheduleA/InvestmentIncomeCYPct00
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt029277
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
ReturnHeader/BusinessOfficerGrp/PersonNm0Kristina Smith
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CoFounder
ReturnHeader/BusinessOfficerGrp/PhoneNum07049994022
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0335 HEART FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0335H
ReturnHeader/Filer/EIN0472068507
ReturnHeader/Filer/PhoneNum07049994022
ReturnHeader/Filer/USAddress/AddressLine1Txt0156 Hedgewood Dr
ReturnHeader/Filer/USAddress/CityNm0Mooresville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028115
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.190.235.142
ReturnHeader/ReturnTs02017-05-16T19:36:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed 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