Civic Intelligence

Heartwise Community Learning Center

990EZ • Fiscal year 2022 • EIN 47-4751730

Jan 01, 2022 to Dec 31, 2022 • Filed on Feb 14, 2023

Organization Profile
1840 WillametteEugene, OR 97405

(541) 344-1229

Siviq Scores

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

Liabilities / Assets

87th percentile

0.33x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

76th percentile

0.04x

Higher debt load relative to revenue than 76% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

35th percentile

-2.4%

Higher net margin than 35% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

91st percentile

$44,405

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 40.7% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

27th percentile

-14%

Faster asset growth than 27% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

36th percentile

-4.7%

Faster revenue growth than 36% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$15,004

Down $2,375 (-14%) from 2021

Net Assets

Down

$10,123

Down $2,592 (-20%) from 2021

Liabilities

Up

$4,881

Up $217 (+4.7%) from 2021

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin35th percentile

Revenue

Down

$109,092

Down $5,356 (-4.7%) from 2021

Expenses

Up

$111,684

Up $678 (+0.6%) from 2021

Net Income

Down

-$2,592

Down $6,034 (-175%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$20K$15K$10K$5.0K$0Assets 2016: $9,559Liabilities 2016: $2,354Net Assets 2016: $7,2052016Assets 2017: $10,995Liabilities 2017: $2,694Net Assets 2017: $8,3012017Assets 2018: $13,987Liabilities 2018: $1,870Net Assets 2018: $12,1172018Assets 2019: $9,764Liabilities 2019: $2,549Net Assets 2019: $7,2152019Assets 2020: $14,345Liabilities 2020: $5,072Net Assets 2020: $9,2732020Assets 2021: $17,379Liabilities 2021: $4,664Net Assets 2021: $12,7152021Assets 2022: $15,004Liabilities 2022: $4,881Net Assets 2022: $10,1232022Assets 2023: $11,167Liabilities 2023: $2,497Net Assets 2023: $8,6702023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2022

Assets$15,004
Liabilities$4,881
Net Assets$10,123
Open 2022 Filing

Operations Trend

Revenue Growth36th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2016: $62,366Expenses 2016: $67,089Net Income 2016: -$4,7232016Revenue 2017: $71,294Expenses 2017: $70,198Net Income 2017: $1,0962017Revenue 2018: $91,361Expenses 2018: $87,545Net Income 2018: $3,8162018Revenue 2019: $90,930Expenses 2019: $95,832Net Income 2019: -$4,9022019Revenue 2020: $102,136Expenses 2020: $100,078Net Income 2020: $2,0582020Revenue 2021: $114,448Expenses 2021: $111,006Net Income 2021: $3,4422021Revenue 2022: $109,092Expenses 2022: $111,684Net Income 2022: -$2,5922022Revenue 2023: $109,672Expenses 2023: $111,125Net Income 2023: -$1,4532023Revenue 2024: $81,827Expenses 2024: $90,497Net Income 2024: -$8,6702024

Highlighted filing

2022

Revenue$109,092
Expenses$111,684
Net Income-$2,592
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 14, 2023
Return Version
2022v4.1
Gross Receipts
$109,092
Mission and Program Overview

Mission

EDUCATION

Program Services

DescriptionGrantsExpenses
CHARTER SCHOOL IN EUGENE OREGON$109,092$111,684
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMI TERANFinancial OfficerFT$44,405-$44,405
BRIE HULINGSecretaryPT$20,259-$20,259
STEVEN TYGARTPresident-$0--
ELIZABETH SHAPIROBoard Member-$0--
WINTRY WHITTBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Heartwise Community Learning Center
EIN
47-4751730
Address
1840 WILLAMETTE, EUGENE, OR 97405

Signing Officer

Name
Jami Teran
Title
Executive Direc
Phone
5416861825
Signed
2023-02-14
Discuss with paid preparer
Yes

Preparer

Firm
Ef Service Inc
Address
1372 OAK ST, Eugene, OR 97401
Preparer
Debra Sullivan
Phone
5416861633
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountinsurance 925taxes 7,838professional development 725payroll fees 47”

Description of other assets Part II line 24

“Category beginning of year end of yearsecurity deposits 1,230 1,230”

Description of total liabilities Part II line 26

“Category beginning of year end of yearpayroll taxes payable 4,664 4,881”

Raw XML Appendix152 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JAMI TERAN
IRS990EZ/BooksInCareOfDetail/PhoneNum05413441229
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01840 WILLAMETTE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EUGENE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097405
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016149
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013774
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2592
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01802
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017379
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015004
IRS990EZ/GrossReceiptsAmt0109092
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012715
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010123
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012715
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010123
IRS990EZ/OccupancyRentUtltsAndMaintAmt025526
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt044405
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120259
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMI TERAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRIE HULING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEVEN TYGART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELIZABETH SHAPIRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WINTRY WHITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FINANCIAL OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01230
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01230
IRS990EZ/OtherExpensesTotalAmt09535
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt04180
IRS990EZ/ProgramServiceRevenueAmt0109092
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHARTER SCHOOL IN EUGENE OREGON
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0109092
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0111684
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt070641
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04664
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04881
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0111684
IRS990EZ/TotalProgramServiceExpensesAmt0111684
IRS990EZ/TotalRevenueAmt0109092
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0false
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTINSURANCE 925TAXES 7,838PROFESSIONAL DEVELOPMENT 725PAYROLL FEES 47
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARSECURITY DEPOSITS 1,230 1,230
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARPAYROLL TAXES PAYABLE 4,664 4,881
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMI TERAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIREC
ReturnHeader/BusinessOfficerGrp/PhoneNum05416861825
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEARTWISE COMMUNITY LEARNING CENTER
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0474751730
ReturnHeader/Filer/USAddress/AddressLine1Txt01840 WILLAMETTE
ReturnHeader/Filer/USAddress/CityNm0EUGENE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097405
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931192049
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EF SERVICE INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01372 OAK ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Eugene
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097401
ReturnHeader/PreparerPersonGrp/PhoneNum05416861633
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Debra Sullivan
ReturnHeader/ReturnTs02023-02-24T21:07:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TERAN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,004
Liabilities
$4,881
Net assets
$10,123
Revenue
$109,092
Expenses
$111,684
Net income
-$2,592
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.82$0.90$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.11$0.02$0.09$1.10$1.11$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.15$0.05$0.10$1.09$1.12$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.17$0.05$0.13$1.14$1.11$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.14$0.05$0.09$1.02$1.00$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.10$0.03$0.07$0.91$0.96$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.14$0.02$0.12$0.91$0.88$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.11$0.03$0.08$0.71$0.70$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.10$0.02$0.07$0.62$0.67$0.05