Civic Intelligence

Heartfelt Legacy Foundation

990T • Fiscal year 2022 • EIN 47-6476422

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 18, 2023

Organization ProfileHEARTFELTLEGACYFOUNDATION.COM
2054 S Beretania StreetHonolulu, HI 96826

(808) 524-0251

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

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No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

Latest loaded filing

2024

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

Operations Trend

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

Latest loaded filing

2024

Revenue$44,213
Expenses$56,771
Net Income-$12,558
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 18, 2023
Return Version
2022v7.0
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.

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
Stephen B Yim
Title
Trustee
Phone
8085240251
Signed
2023-07-18
Discuss with paid preparer
Yes

Preparer

Firm
Kpi Accounting Services
Address
631 10TH AVENUE, HONOLULU, HI 96816
Preparer
Laine Kahina Ito
Phone
8085616557
Raw XML Appendix83 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
IRS990T/BooksInCareOfDetail/PersonNm0STEPHEN B YIM
IRS990T/BooksInCareOfDetail/PhoneNum08085240251
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt02054 S BERETANIA STREET
IRS990T/BooksInCareOfDetail/USAddress/CityNm0HONOLULU
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0HI
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd096826
IRS990T/BookValueAssetsEOYAmt0446659
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
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IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0SPECIAL NEEDS & ADVANCE CARE PLANNING
IRS990TScheduleA/UBIBeforeNOLDedAmt00
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN B YIM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08085240251
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEARTFELT LEGACY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0476476422
ReturnHeader/Filer/PhoneNum08085240251
ReturnHeader/Filer/USAddress/AddressLine1Txt02054 S BERETANIA STREET
ReturnHeader/Filer/USAddress/CityNm0HONOLULU
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096826
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0833259640
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPI ACCOUNTING SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0631 10TH AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HONOLULU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096816
ReturnHeader/PreparerPersonGrp/PhoneNum08085616557
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAINE KAHINA ITO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-07-19T18:50:19-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0YIM
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 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
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Expenses
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Net income
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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
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
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