Civic Intelligence

Ocala Heart Institute Foundation

EIN 59-2992536 • 501(c)3 • Leesburg, FL

Profile

Cardiac research and education; to provide cardiac care to those who cannot afford it.

700 Doctors CTLeesburg, FL 34748

n/A

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 2019

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

33rd percentile

-7.9%

Higher net margin than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

41st percentile

-8.7%

Faster asset growth than 41% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-83%

Faster revenue growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$7,528

Down $721 (-8.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Down

$7,528

Down $721 (-8.7%) from 2018

Operations
Liabilities / Revenue62nd percentileNet Margin33rd percentile

Revenue

Down

$9,080

Down $44,621 (-83%) from 2018

Expenses

Down

$9,801

Down $68,142 (-87%) from 2018

Net Income

Up

-$721

Up $23,521 (+97%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$40K$30K$20K$10K$0Assets 2010: $4,839Net Assets 2010: $4,8392010Assets 2011: $4,597Net Assets 2011: $4,5972011Assets 2012: $2,619Net Assets 2012: $2,6192012Assets 2013: $1,938Liabilities 2013: $0Net Assets 2013: $1,9382013Assets 2014: $1,880Liabilities 2014: $0Net Assets 2014: $1,8802014Assets 2015: $9,052Liabilities 2015: $0Net Assets 2015: $9,0522015Assets 2016: $9,554Liabilities 2016: $0Net Assets 2016: $9,5542016Assets 2017: $32,491Liabilities 2017: $0Net Assets 2017: $32,4912017Assets 2018: $8,249Liabilities 2018: $0Net Assets 2018: $8,2492018Assets 2019: $7,528Liabilities 2019: $0Net Assets 2019: $7,5282019

Highlighted filing

2019

Assets$7,528
Liabilities$0
Net Assets$7,528
Open 2019 Filing

Operations Trend

Revenue Growth9th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $9,333Expenses 2010: $14,582Net Income 2010: -$5,2492010Revenue 2011: $3,502Expenses 2011: $3,744Net Income 2011: -$2422011Revenue 2012: $9,577Expenses 2012: $11,555Net Income 2012: -$1,9782012Revenue 2013: $27,421Expenses 2013: $28,102Net Income 2013: -$6812013Revenue 2014: $72,866Expenses 2014: $72,924Net Income 2014: -$582014Revenue 2015: $42,575Expenses 2015: $35,403Net Income 2015: $7,1722015Revenue 2016: $42,924Expenses 2016: $42,422Net Income 2016: $5022016Revenue 2017: $145,353Expenses 2017: $122,416Net Income 2017: $22,9372017Revenue 2018: $53,701Expenses 2018: $77,943Net Income 2018: -$24,2422018Revenue 2019: $9,080Expenses 2019: $9,801Net Income 2019: -$7212019

Highlighted filing

2019

Revenue$9,080
Expenses$9,801
Net Income-$721
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,528
Liabilities
$0
Net assets
$7,528
Revenue
$9,080
Expenses
$9,801
Net income
-$721
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.09$0.10$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.54$0.78$0.24
2017Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$1.45$1.22$0.23
2016Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.43$0.42$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.43$0.35$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.73$0.73$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.27$0.28$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.03$0.10$0.12$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.05$0.04$0.04$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.05$0.09$0.15$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.0
Gross Receipts
$9,080
Mission and Program Overview

Mission

Cardiac research and education; to provide cardiac care to those who cannot afford it.

Program Services

DescriptionGrantsExpenses
TO PROVIDE SUPPORT FOR RESEARCH, EDUCATION AND CHARITABLE NEEDS IN THE FIELD OF MEDICINE AND FINANCIAL SUPPORT FOR THE CARE OF INDIGENT PERSONS WITH ACCUTE AND CHRONIC MEDICAL AND HUMANITARIAN NEEDS.$9,000$9,801
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
R DUANE COOK MDPresident-$0--
ROBERT J RICHARDSON MDSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Ocala Heart Institute Foundation
EIN
59-2992536
Phone
3528678311
Address
700 DOCTORS CT, LEESBURG, FL 34748

Signing Officer

Name
R Duane Cook Md
Title
President
Phone
3522678311
Signed
2020-11-13

Preparer

Firm
Collier Jernigan & Goedert Pa
Address
550 NE 25TH AVENUE, OCALA, FL 34470-7035
Preparer
Jacquelyn L Eastman CPA
Phone
3527325601
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses taxes & licenses 61 bank charges 140 total 201”

Form 990-ez, Part III

“Cardiac research and education; to provide cardiac care to those who cannot afford it.”

Raw XML Appendix142 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TAXES & LICENSES 61 BANK CHARGES 140 TOTAL 201
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CARDIAC RESEARCH AND EDUCATION; TO PROVIDE CARDIAC CARE TO THOSE WHO CANNOT AFFORD IT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
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