Civic Intelligence

Heartfelt Legacy Foundation

EIN 47-6476422 • 501(c)3 • Honolulu, HI

Profile

The heartfelt legacy foundation's goal is two-fold: one, to assist families with children with disabilities by hosting workshops and seminars that provide information to the families and local professionals to help them make better decisions for their children as they grow up and develop; and two, to bring a system called respecting choices to our local community to assist families with making end of life decisions.

2054 S Beretania StreetHonolulu, HI 96826

heartfeltlegacyfoundation.com

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

20th percentile

-28%

Higher net margin than 20% of similar nonprofits.

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

Top Officer Pay

87th percentile

$17,500

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 39.6% of source-year revenue.

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

Asset Growth

50th percentile

-1.6%

Faster asset growth than 50% of similar nonprofits.

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

Revenue Growth

97th percentile

326%

Faster revenue growth than 97% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$464,956

Down $7,506 (-1.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$464,956

Down $7,506 (-1.6%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin20th percentile

Revenue

Up

$44,213

Up $33,834 (+326%) from 2023

Expenses

Up

$56,771

Up $37,053 (+188%) from 2023

Net Income

Down

-$12,558

Down $3,219 (-34%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$600K$400K$200K$0Assets 2019: $483,193Liabilities 2019: $0Net Assets 2019: $483,1932019Assets 2021: $516,598Liabilities 2021: $0Net Assets 2021: $516,5982021Assets 2022: $446,659Liabilities 2022: $0Net Assets 2022: $446,6592022Assets 2023: $472,462Liabilities 2023: $0Net Assets 2023: $472,4622023Assets 2024: $464,956Liabilities 2024: $0Net Assets 2024: $464,9562024

Highlighted filing

2024

Assets$464,956
Liabilities$0
Net Assets$464,956
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

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

$600K$400K$200K$0-$200KRevenue 2019: $480,334Expenses 2019: $653Net Income 2019: $479,6812019Revenue 2021: $32,630Expenses 2021: $51,000Net Income 2021: -$18,3702021Revenue 2022: $20,924Expenses 2022: $1,200Net Income 2022: $19,7242022Revenue 2023: $10,379Expenses 2023: $19,718Net Income 2023: -$9,3392023Revenue 2024: $44,213Expenses 2024: $56,771Net Income 2024: -$12,5582024

Highlighted filing

2024

Revenue$44,213
Expenses$56,771
Net Income-$12,558
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$464,956
Liabilities
$0
Net assets
$464,956
Revenue
$44,213
Expenses
$56,771
Net income
-$12,558
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.44$0.57$0.13
2023Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.10$0.20$0.09
2022Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.21$0.01$0.20
2021Detailed filing. Detailed filing data is available for this year.$5.17$0.00$5.17$0.33$0.51$0.18
2019Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$4.80$0.01$4.80
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$150,906
Mission and Program Overview

Mission

The heartfelt legacy foundation's goal is two-fold: one, to assist families with children with disabilities by hosting workshops and seminars that provide information to the families and local professionals to help them make better decisions for their children as they grow up and develop; and two, to bring a system called respecting choices to our local community to assist families with making end of life decisions.

Program Services

DescriptionGrantsExpenses
THE HEARTFELT LEGACY FOUNDATION HOSTS SEMINARS AND WORKSHOPS, COLLABORATING WITH OTHER NONPROFIT ORGANIZATIONS, THE LEGAL COMMUNITY, FINANCIAL PLANNERS, AND OTHER INTERESTED INDIVIDUALS AND ORGANIZATIONS TO BRING IN, ON AN ANNUAL BASIS, A NATIONALLY RECOGNIZED SPEAKER WHO SPECIALIZES IN SPECIAL NEEDS PLANNING TO PROVIDE INFORMATION TO FAMILIES AND LOCAL PROFESSIONALS.$0$23,048
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRITTA LAUTrusteePT$17,500-$17,500
STEPHEN B YIMTrusteePT$0--
MONICA YEMPUKUTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Heartfelt Legacy Foundation
EIN
47-6476422
Phone
8085240251
Address
2054 S BERETANIA STREET, HONOLULU, HI 96826

Signing Officer

Name
Britta Lau
Title
Trustee
Phone
8085240251
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Kpi Accounting Services
Address
631 10TH AVENUE, HONOLULU, HI 96816
Preparer
Laine Kahina Ito
Phone
8085616557
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: interest income. Amount: 49. Description: dividend income & capital gain distributions. Amount: 26,180. Total to form 990-ez, line 8: 26,229.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: . Grantee name: the caregiver foundation. Grantee address: 926 third st pearl city, hi 96782. Date of gift: 10/17/24. Amount given: 500.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: advertising. Amount: 4,000. Description: meals. Amount: 1,142. Description: insurance. Amount: 1,711. Description: payroll taxes. Amount: 1,339. Description: taxes & licenses. Amount: 617. Description: seminar expense. Amount: 23,048. Description: software & website. Amount: 2,083. Total to form 990-ez, line 16: 33,940.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: net unrealized gains (losses) on investments. Amount: 495. Description: investment expenses. Amount: 4,557. Total to form 990-ez, line 20: 5,052.”

Raw XML Appendix146 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/PrimaryExemptPurposeTxt0THE HEARTFELT LEGACY FOUNDATION'S GOAL IS TWO-FOLD: ONE, TO ASSIST FAMILIES WITH CHILDREN WITH DISABILITIES BY HOSTING WORKSHOPS AND SEMINARS THAT PROVIDE INFORMATION TO THE FAMILIES AND LOCAL PROFESSIONALS TO HELP THEM MAKE BETTER DECISIONS FOR THEIR CHILDREN AS THEY GROW UP AND DEVELOP; AND TWO, TO BRING A SYSTEM CALLED RESPECTING CHOICES TO OUR LOCAL COMMUNITY TO ASSIST FAMILIES WITH MAKING END OF LIFE DECISIONS.
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IRS990EZ/ProgramServiceRevenueAmt05750
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 49. DESCRIPTION: DIVIDEND INCOME & CAPITAL GAIN DISTRIBUTIONS. AMOUNT: 26,180. TOTAL TO FORM 990-EZ, LINE 8: 26,229.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: THE CAREGIVER FOUNDATION. GRANTEE ADDRESS: 926 THIRD ST PEARL CITY, HI 96782. DATE OF GIFT: 10/17/24. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ADVERTISING. AMOUNT: 4,000. DESCRIPTION: MEALS. AMOUNT: 1,142. DESCRIPTION: INSURANCE. AMOUNT: 1,711. DESCRIPTION: PAYROLL TAXES. AMOUNT: 1,339. DESCRIPTION: TAXES & LICENSES. AMOUNT: 617. DESCRIPTION: SEMINAR EXPENSE. AMOUNT: 23,048. DESCRIPTION: SOFTWARE & WEBSITE. AMOUNT: 2,083. TOTAL TO FORM 990-EZ, LINE 16: 33,940.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS. AMOUNT: 495. DESCRIPTION: INVESTMENT EXPENSES. AMOUNT: 4,557. TOTAL TO FORM 990-EZ, LINE 20: 5,052.
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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.
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