Civic Intelligence

One Heart Charitable Trust

990PF • Fiscal year 2020 • EIN 47-6788232

Jan 01, 2020 to Dec 31, 2020 • Filed on May 13, 2021

Organization Profile
460 Bayview AvenueInwood, NY 11096

(718) 360-8083

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

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

2020 filings • NTEE T • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

46th percentile

0.00x

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

2020 filings • NTEE T • $25M-$50M nonprofits • Source year 2020

Net Margin

11th percentile

-175%

Higher net margin than 11% of similar nonprofits.

2020 filings • NTEE T • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

61st percentile

$0

Higher top officer pay than 61% of similar nonprofits.

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

2020 filings • NTEE T • $25M-$50M nonprofits • Source year 2020

Asset Growth

16th percentile

-4.3%

Faster asset growth than 16% of similar nonprofits.

2020 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-89%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$37,132,962

Down $1,683,125 (-4.3%) from 2019

Net Assets

Down

$37,132,962

Down $1,683,125 (-4.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin11th percentile

Revenue

Down

$962,894

Down $7,776,488 (-89%) from 2019

Expenses

Up

$2,646,019

Up $597,884 (+29%) from 2019

Net Income

Down

-$1,683,125

Down $8,374,372 (-125%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2020

Assets$37,132,962
Liabilities$0
Net Assets$37,132,962
Open 2020 Filing

Operations Trend

Revenue Growth6th 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

2020

Revenue$962,894
Expenses$2,646,019
Net Income-$1,683,125
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 13, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay61st 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
% CHARLES EDOUARD GROSS
Phone
7183608083
Address
460 BAYVIEW AVENUE, INWOOD, NY 11096

Signing Officer

Name
Charles Edouard Gross
Title
Trustee
Phone
7182634600
Signed
2021-05-13

Preparer

Firm
Brand Sonnenschine LLP
Address
299 Broadway Suite 600, New York, NY 10007
Raw XML Appendix326 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/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0460 BAYVIEW AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0INWOOD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd011096
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CHARLES EDOUARD GROSS
IRS990PF/StatementsRegardingActyGrp/PhoneNum07183608083
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0CHARLES EDOUARD GROS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02621704
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHARITY SEE SPREADSHEET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0460 BAYVIEW AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0INWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011096
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02621704
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01896778
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0631004
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01896778
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt093922
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt093922
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02621704
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt093922
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt093922
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0631004
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02783
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt117586
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DUE FROM BROKER
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1BROKER ADJ COST DIFF
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt065
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11660
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt065
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt11660
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MANAGEMENT FEES - K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2K-1 LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0141
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11813
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0141
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt114963
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21843
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/Amt01695
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES EDOUARD GROSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07182634600
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ONE HEART CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ONEH
ReturnHeader/Filer/EIN0476788232
ReturnHeader/Filer/InCareOfNm0% CHARLES EDOUARD GROSS
ReturnHeader/Filer/PhoneNum07183608083
ReturnHeader/Filer/USAddress/AddressLine1Txt0460 BAYVIEW AVENUE
ReturnHeader/Filer/USAddress/CityNm0INWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011096
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/ReturnTs02021-05-14T11:23:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHARLES EDOUARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GROSS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,132,962
Liabilities
$0
Net assets
$37,132,962
Revenue
$962,894
Expenses
$2,646,019
Net income
-$1,683,125
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
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