Civic Intelligence

One Heart Charitable Trust

990PF • Fiscal year 2017 • EIN 47-6788232

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 24, 2018

Organization Profile
One Riverfront PlazaNewark, NJ 07102

(718) 360-8083

Siviq Scores

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

Liabilities / Assets

44th percentile

0.00x

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

2017 filings • NTEE T • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

43rd percentile

0.00x

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

2017 filings • NTEE T • $25M-$50M nonprofits • Source year 2017

Net Margin

97th percentile

100%

Higher net margin than 97% of similar nonprofits.

2017 filings • NTEE T • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Asset Growth

89th percentile

49%

Faster asset growth than 89% of similar nonprofits.

2017 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

46th percentile

1.3%

Faster revenue growth than 46% of similar nonprofits.

2017 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$27,685,498

Up $9,137,485 (+49%) from 2016

Net Assets

Up

$27,685,499

Up $9,137,416 (+49%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin97th percentile

Revenue

Up

$9,139,464

Up $118,077 (+1.3%) from 2016

Expenses

Down

$2,048

Down $662,956 (-100%) from 2016

Net Income

Up

$9,137,416

Up $781,033 (+9.3%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$80M$60M$40M$20M$0Assets 2016: $18,548,013Liabilities 2016: $0Net Assets 2016: $18,548,0832016Assets 2017: $27,685,498Liabilities 2017: $0Net Assets 2017: $27,685,4992017Assets 2018: $32,124,836Liabilities 2018: $0Net Assets 2018: $32,124,8402018Assets 2019: $38,816,087Liabilities 2019: $0Net Assets 2019: $38,816,0872019Assets 2020: $37,132,962Liabilities 2020: $0Net Assets 2020: $37,132,9622020Assets 2021: $37,766,866Liabilities 2021: $0Net Assets 2021: $37,766,8672021Assets 2022: $42,071,160Liabilities 2022: $0Net Assets 2022: $42,071,1602022Assets 2023: $48,777,028Liabilities 2023: $1,500Net Assets 2023: $48,775,5282023Assets 2024: $68,196,345Liabilities 2024: $5,600Net Assets 2024: $68,190,7452024

Highlighted filing

2017

Assets$27,685,498
Liabilities$0
Net Assets$27,685,499
Open 2017 Filing

Operations Trend

Revenue Growth46th percentile

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

$30M$20M$10M$0-$10MRevenue 2016: $9,021,387Expenses 2016: $665,004Net Income 2016: $8,356,3832016Revenue 2017: $9,139,464Expenses 2017: $2,048Net Income 2017: $9,137,4162017Revenue 2018: $5,399,210Expenses 2018: $959,869Net Income 2018: $4,439,3412018Revenue 2019: $8,739,382Expenses 2019: $2,048,135Net Income 2019: $6,691,2472019Revenue 2020: $962,894Expenses 2020: $2,646,019Net Income 2020: -$1,683,1252020Revenue 2021: $2,611,833Expenses 2021: $1,977,928Net Income 2021: $633,9052021Revenue 2022: $6,760,341Expenses 2022: $2,456,048Net Income 2022: $4,304,2932022Revenue 2023: $7,869,551Expenses 2023: $1,165,183Net Income 2023: $6,704,3682023Revenue 2024: $22,956,645Expenses 2024: $3,541,428Net Income 2024: $19,415,2172024

Highlighted filing

2017

Revenue$9,139,464
Expenses$2,048
Net Income$9,137,416
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 24, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES EDOUARD GROSTrustee-$0--
SANDRA GROSTrustee-$0--
ALLAN C BELLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
One Heart Charitable Trust
EIN
47-6788232
In Care Of
% ALLAN BELL TRUSTEE
Phone
7183608083
Address
One Riverfront Plaza, NEWARK, NJ 07102

Signing Officer

Name
Allan Bell
Title
Trustee
Phone
7182634600
Signed
2018-04-24

Preparer

Firm
Brand Sonnenschine LLP
Address
299 Broadway Suite 600, New York, NY 10007
Raw XML Appendix281 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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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0CHARLES EDOUARD GROS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0460 BAYVIEW AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0INWOOD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd011096
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt09000000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01594
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01594
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt04230
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DUE FROM BROKER
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt019942
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt019942
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0CHARLES EDOUARD GROS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0460 BAYVIEW AVENUE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0INWOOD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd011096
TaxesSchedule/TaxesDetail/Amt0454
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLAN BELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07182634600
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ONE HEART CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ALLAN BELL ESQ SILLS CUMMIS
ReturnHeader/Filer/BusinessNameControlTxt0ONEH
ReturnHeader/Filer/EIN0476788232
ReturnHeader/Filer/InCareOfNm0% ALLAN BELL TRUSTEE
ReturnHeader/Filer/PhoneNum07183608083
ReturnHeader/Filer/USAddress/AddressLine1Txt0One Riverfront Plaza
ReturnHeader/Filer/USAddress/CityNm0NEWARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007102
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BF96C66A376FF8863B4AE2C9EBE92530E4ACF7EF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EFBBE0C9ED3F3EF71FB76B641F012F377F59F84B
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId013014220181165000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-04-26
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0100.33.30.74
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Brand Sonnenschine LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0299 Broadway Suite 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010007
ReturnHeader/ReturnTs02018-04-26T16:54:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,685,498
Liabilities
$0
Net assets
$27,685,499
Revenue
$9,139,464
Expenses
$2,048
Net income
$9,137,416
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$68.2$0.01$68.2$23.0$3.54$19.4
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.8$0.00$48.8$7.87$1.17$6.70
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.1$0.00$42.1$6.76$2.46$4.30
2021Detailed filing. Detailed filing data is available for this year.$37.8$0.00$37.8$2.61$1.98$0.63
2020Detailed filing. Detailed filing data is available for this year.$37.1$0.00$37.1$0.96$2.65$1.68
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.8$0.00$38.8$8.74$2.05$6.69
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.1$0.00$32.1$5.40$0.96$4.44
2017Detailed filing. Detailed filing data is available for this year.$27.7$0.00$27.7$9.14$0.00$9.14
2016Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$9.02$0.67$8.36