Civic Intelligence

Heartwise Community Learning Center

990EZ • Fiscal year 2023 • EIN 47-4751730

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 04, 2024

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

85th percentile

0.22x

Higher debt load relative to assets than 85% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

73rd percentile

0.02x

Higher debt load relative to revenue than 73% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

39th percentile

-1.3%

Higher net margin than 39% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

20th percentile

-26%

Faster asset growth than 20% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

45th percentile

0.5%

Faster revenue growth than 45% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$11,167

Down $3,837 (-26%) from 2022

Net Assets

Down

$8,670

Down $1,453 (-14%) from 2022

Liabilities

Down

$2,497

Down $2,384 (-49%) from 2022

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin39th percentile

Revenue

Up

$109,672

Up $580 (+0.5%) from 2022

Expenses

Down

$111,125

Down $559 (-0.5%) from 2022

Net Income

Up

-$1,453

Up $1,139 (+44%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2023

Assets$11,167
Liabilities$2,497
Net Assets$8,670
Open 2023 Filing

Operations Trend

Revenue Growth45th 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

2023

Revenue$109,672
Expenses$111,125
Net Income-$1,453
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 4, 2024
Return Version
2023v5.1
Gross Receipts
$109,672
Mission and Program Overview

Mission

EDUCATION

Program Services

DescriptionGrantsExpenses
CHARTER SCHOOL IN EUGENE OREGON$109,672$111,125
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIE HULINGSecretaryPT$0--
STEVEN TYGARTPresident-$0--
ELIZABETH SHAPIROBoard Member-$0--
WINTRY WHITTBoard Member-$0--
JAMI TERANExecutive DirectorPT$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
2024-04-04
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 867taxes 197meals 264”

Description of other assets Part II line 24

“Category beginning of year end of yearsecurity deposits 1,230 1,230prepaid expenses 0 6,209”

Description of total liabilities Part II line 26

“Category beginning of year end of yearpayroll taxes payable 4,881 2,497”

Raw XML Appendix147 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/PersonNm0JAMI TERAN
IRS990EZ/BooksInCareOfDetail/PhoneNum05413441229
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01840 WILLAMETTE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EUGENE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097405
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013774
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03728
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1453
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03228
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015004
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011167
IRS990EZ/GrossReceiptsAmt0109672
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010123
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08670
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010123
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08670
IRS990EZ/OccupancyRentUtltsAndMaintAmt025684
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt432.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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/PersonNm0BRIE HULING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVEN TYGART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELIZABETH SHAPIRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WINTRY WHITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAMI TERAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01230
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07439
IRS990EZ/OtherExpensesTotalAmt01328
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt02928
IRS990EZ/ProgramServiceRevenueAmt0109672
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHARTER SCHOOL IN EUGENE OREGON
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0109672
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0111125
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt077957
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04881
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02497
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0111125
IRS990EZ/TotalProgramServiceExpensesAmt0111125
IRS990EZ/TotalRevenueAmt0109672
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/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTINSURANCE 867TAXES 197MEALS 264
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARSECURITY DEPOSITS 1,230 1,230PREPAID EXPENSES 0 6,209
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARPAYROLL TAXES PAYABLE 4,881 2,497
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/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMI TERAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIREC
ReturnHeader/BusinessOfficerGrp/PhoneNum05416861825
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-04
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-08-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Debra Sullivan
ReturnHeader/ReturnTs02024-08-06T14:50:27-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,167
Liabilities
$2,497
Net assets
$8,670
Revenue
$109,672
Expenses
$111,125
Net income
-$1,453
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