Civic Intelligence

Helen Harper Brown Foundation

990 • Fiscal year 2017 • EIN 59-6972001

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 21, 2018

14503 87th AVESeminole, FL 33776

(727) 515-4905

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

10th percentile

-28%

Higher net margin than 10% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

51st percentile

$6,000

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 9.5% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

32nd percentile

-2.1%

Faster asset growth than 32% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

30th percentile

-4.6%

Faster revenue growth than 30% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Down

$829,427

Down $17,844 (-2.1%) from 2016

Net Assets

Down

$829,427

Down $17,844 (-2.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$63,386

Down $3,080 (-4.6%) from 2016

Expenses

Up

$81,230

Up $32,704 (+67%) from 2016

Net Income

Down

-$17,844

Down $35,784 (-199%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $751,128Liabilities 2011: $0Net Assets 2011: $751,1282011Assets 2012: $809,667Liabilities 2012: $0Net Assets 2012: $809,6672012Assets 2013: $788,338Liabilities 2013: $0Net Assets 2013: $788,3382013Assets 2014: $862,040Liabilities 2014: $0Net Assets 2014: $862,0402014Assets 2015: $829,331Liabilities 2015: $0Net Assets 2015: $829,3312015Assets 2016: $847,271Liabilities 2016: $0Net Assets 2016: $847,2712016Assets 2017: $829,427Liabilities 2017: $0Net Assets 2017: $829,4272017Assets 2018: $825,890Liabilities 2018: $0Net Assets 2018: $825,8902018Assets 2019: $825,430Liabilities 2019: $0Net Assets 2019: $825,4302019Assets 2020: $818,942Liabilities 2020: $0Net Assets 2020: $818,9422020Assets 2021: $794,417Liabilities 2021: $0Net Assets 2021: $794,4172021Assets 2022: $754,685Liabilities 2022: $0Net Assets 2022: $754,6852022Assets 2023: $733,599Liabilities 2023: $0Net Assets 2023: $733,5992023

Highlighted filing

2017

Assets$829,427
Liabilities$0
Net Assets$829,427

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $75,849Expenses 2011: $44,781Net Income 2011: $31,0682011Revenue 2012: $110,424Expenses 2012: $51,885Net Income 2012: $58,5392012Revenue 2013: $55,839Expenses 2013: $77,168Net Income 2013: -$21,3292013Revenue 2014: $124,040Expenses 2014: $50,338Net Income 2014: $73,7022014Revenue 2015: $45,661Expenses 2015: $78,890Net Income 2015: -$33,2292015Revenue 2016: $66,466Expenses 2016: $48,526Net Income 2016: $17,9402016Revenue 2017: $63,386Expenses 2017: $81,230Net Income 2017: -$17,8442017Revenue 2018: $69,625Expenses 2018: $72,444Net Income 2018: -$2,8192018Revenue 2019: $64,525Expenses 2019: $64,985Net Income 2019: -$4602019Revenue 2020: $60,799Expenses 2020: $67,287Net Income 2020: -$6,4882020Revenue 2021: $36,486Expenses 2021: $61,011Net Income 2021: -$24,5252021Revenue 2022: $33,652Expenses 2022: $73,385Net Income 2022: -$39,7332022Revenue 2023: $37,085Expenses 2023: $58,171Net Income 2023: -$21,0862023

Highlighted filing

2017

Revenue$63,386
Expenses$81,230
Net Income-$17,844
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 21, 2018
Return Version
2017v2.2
Gross Receipts
$286,107
Mission and Program Overview

Mission

Provide funds to the american heart association for research into causes and cures for heart disease.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$847,271$829,427▼ $17,844
Investments in Publicly Traded Securities$786,297$773,144▼ $13,153
Cash and Non-Interest-Bearing Accounts$52,614$47,923▼ $4,691
Other Notes and Loans Receivable, Net$8,360$8,360→ $0
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$847,271$829,427▼ $17,844
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$847,271$829,427▼ $17,844
Total Liabilities and Net Assets / Fund Balance$847,271$829,427▼ $17,844

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$847,271-▲ $63,386-$829,427
2016$829,331$344▲ $66,122-$847,271
2015$862,040-▲ $46,181-$829,331
2014$788,338$38,587▲ $85,453-$862,040
2013$809,667-▲ $55,839-$788,338
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
S Michael OstowTrusteePT$6,000$6,000

Board Members and Trustees

NameTitle
Bill Gower PhdChairman
Joe Simpson RnAdv Comm Member
Sylvia AmeenAdv Comm Member
Tim McmahonAdv Comm Member
Christine GonzalezManatee Hsptl
Erica MaxwellSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$63,386
Other Revenue
$0
Change in Net Assets
$-17,844
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$62,026
Other Expenses$13,204
Salaries, Compensation, and Employee Benefits$6,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$62,026--$62,026
Fees for Service Investment Mgmnt Fees-$8,240-$8,240
Current Officers, Directors, Trustees, and Key Employees-$6,000-$6,000
Fees for Services Accounting-$4,800-$4,800
Other Expenses-$164-$164
Total Functional Expenses$62,026$19,204$0$81,230
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
American Heart AssociationDallas, TX-General Support$40,000
Johns Hopkins All ChildrensSt Petersburg, FL-Heart Research Support$14,606
More Health IncTampa, FL-Program Support$7,420
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Helen Harper Brown Foundation
EIN
59-6972001
Phone
7275154905
Address
14503 87th AVE, SEMINOLE, FL 33776

Signing Officer

Name
S Michael Ostow
Title
Trustee
Signed
2018-08-21
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
0
Employees
0

Preparer

Firm
CARTIER CPAs LLC
Address
1000 Central Ave Ste 100, Saint Petersburg, FL 33705-1649
Preparer
Danielle Cartier Wendt
Phone
7278228800
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IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00.00000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt00
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THESE ORGANIZATIONS ARE SUPPORTED BY THE AMERICAN HEART ASSOCIATION AND THE FUNDS GIVEN TO THEM ARE LIMITED TO HEART RESEARCH AND PROGRAM SUPPORT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section A, Line 1: Description Of How Supported Organizations Are Desigated
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0135613797
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1593397472
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2592481738
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd04
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd14
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd23
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt040000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt17420
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt214606
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0AMERICAN HEART ASSOCIATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1MORE HEALTH INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2JOHNS HOPKINS ALL CHILDRENS HOSP
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt062026
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt019204
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0847271
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0829427
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt060026
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt063386
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt018526
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0829331
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0344
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0847271
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt030000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt066122
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt018890
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0862040
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0829331
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt060000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt046181
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt018783
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0788338
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt038587
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0862040
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt031555
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt085453
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt017168
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0809667
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0788338
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt060000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt055839
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt040000
IRS990ScheduleI/RecipientTable/CashGrantAmt114606
IRS990ScheduleI/RecipientTable/CashGrantAmt27420
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$7.34$0.00$7.34$0.37$0.58$0.21
2022Summary only. Only limited summary data is available for this year.$7.55$0.00$7.55$0.34$0.73$0.40
2021Summary only. Only limited summary data is available for this year.$7.94$0.00$7.94$0.36$0.61$0.25
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.19$0.00$8.19$0.61$0.67$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.25$0.00$8.25$0.65$0.65$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.26$0.00$8.26$0.70$0.72$0.03
2017Detailed filing. Detailed filing data is available for this year.$8.29$0.00$8.29$0.63$0.81$0.18
2016Summary only. Only limited summary data is available for this year.$8.47$0.00$8.47$0.66$0.49$0.18
2015Detailed filing. Detailed filing data is available for this year.$8.29$0.00$8.29$0.46$0.79$0.33
2014Summary only. Only limited summary data is available for this year.$8.62$0.00$8.62$1.24$0.50$0.74
2013Summary only. Only limited summary data is available for this year.$7.88$0.00$7.88$0.56$0.77$0.21
2012Summary only. Only limited summary data is available for this year.$8.10$0.00$8.10$1.10$0.52$0.59
2011Summary only. Only limited summary data is available for this year.$7.51$0.00$7.51$0.76$0.45$0.31