Civic Intelligence

Project Heart Inc

990 • Fiscal year 2014 • EIN 73-1199063

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 10, 2015

830 W Ford74801

(405) 214-1972

Siviq Scores

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

Liabilities / Assets

24th percentile

0.01x

Higher debt load relative to assets than 24% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

66th percentile

9.4%

Higher net margin than 66% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

85th percentile

25%

Faster asset growth than 85% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

65th percentile

11%

Faster revenue growth than 65% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$2,227,973

Up $448,540 (+25%) from 2013

Net Assets

Up

$2,206,224

Up $432,502 (+24%) from 2013

Liabilities

Up

$21,749

Up $16,038 (+281%) from 2013

Revenue

Up

$4,602,853

Up $448,947 (+11%) from 2013

Expenses

Up

$4,171,084

Up $365,883 (+9.6%) from 2013

Net Income

Up

$431,769

Up $83,064 (+24%) from 2013

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,437,783Liabilities 2011: $42,804Net Assets 2011: $1,394,9792011Assets 2012: $1,450,109Liabilities 2012: $50,563Net Assets 2012: $1,399,5462012Assets 2013: $1,779,433Liabilities 2013: $5,711Net Assets 2013: $1,773,7222013Assets 2014: $2,227,973Liabilities 2014: $21,749Net Assets 2014: $2,206,2242014Assets 2015: $2,338,107Liabilities 2015: $15,231Net Assets 2015: $2,322,8762015Assets 2016: $2,344,979Liabilities 2016: $59,374Net Assets 2016: $2,285,6052016Assets 2017: $2,428,152Liabilities 2017: $45,295Net Assets 2017: $2,382,8572017Assets 2018: $2,662,462Liabilities 2018: $564,010Net Assets 2018: $2,098,4522018Assets 2019: $2,010,240Liabilities 2019: $45,676Net Assets 2019: $1,964,5642019Assets 2020: $2,111,674Liabilities 2020: $279,465Net Assets 2020: $1,832,2092020Assets 2021: $2,299,467Liabilities 2021: $57,815Net Assets 2021: $2,241,6522021Assets 2022: $2,448,749Liabilities 2022: $170,826Net Assets 2022: $2,277,9232022Assets 2023: $2,787,713Liabilities 2023: $64,964Net Assets 2023: $2,722,7492023Assets 2024: $3,477,591Liabilities 2024: $73,941Net Assets 2024: $3,403,6502024Assets 2025: $3,990,121Liabilities 2025: $78,799Net Assets 2025: $3,911,3222025

Highlighted filing

2014

Assets$2,227,973
Liabilities$21,749
Net Assets$2,206,224

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,475,058Expenses 2011: $2,289,198Net Income 2011: $185,8602011Revenue 2012: $2,519,529Expenses 2012: $2,514,962Net Income 2012: $4,5672012Revenue 2013: $4,153,906Expenses 2013: $3,805,201Net Income 2013: $348,7052013Revenue 2014: $4,602,853Expenses 2014: $4,171,084Net Income 2014: $431,7692014Revenue 2015: $4,240,519Expenses 2015: $4,123,867Net Income 2015: $116,6522015Revenue 2016: $4,253,466Expenses 2016: $4,290,737Net Income 2016: -$37,2712016Revenue 2017: $4,346,428Expenses 2017: $4,249,176Net Income 2017: $97,2522017Revenue 2018: $4,056,041Expenses 2018: $4,340,446Net Income 2018: -$284,4052018Revenue 2019: $3,546,207Expenses 2019: $3,680,095Net Income 2019: -$133,8882019Revenue 2020: $3,917,445Expenses 2020: $4,049,800Net Income 2020: -$132,3552020Revenue 2021: $4,114,002Expenses 2021: $3,704,559Net Income 2021: $409,4432021Revenue 2022: $3,346,609Expenses 2022: $3,310,338Net Income 2022: $36,2712022Revenue 2023: $4,217,789Expenses 2023: $3,772,963Net Income 2023: $444,8262023Revenue 2024: $4,806,745Expenses 2024: $4,125,844Net Income 2024: $680,9012024Revenue 2025: $4,790,658Expenses 2025: $4,282,986Net Income 2025: $507,6722025

Highlighted filing

2014

Revenue$4,602,853
Expenses$4,171,084
Net Income$431,769
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 10, 2015
Return Version
2013v4.0
Gross Receipts
$4,602,853
Mission and Program Overview

Mission

To represent elderly persons in lincoln, oklahoma, pawnee, payne and pottawatomie counties and to sponsor nutrition and supporting service programs established within those counties.

To represent elderly persons in Lincoln, Oklahoma, Okmulgee, Pawnee, Payne and Pottawatomie counties, and to sponsor nutrition and supporting service programs established within those counties

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$824,347$837,828▲ $13,481
Savings and Temporary Cash Investments$367,371$540,074▲ $172,703
Pledges and Grants Receivable$120,379$350,001▲ $229,622
Accounts Receivable$254,687$264,627▲ $9,940
Inventories for Sale or Use$163,032$197,072▲ $34,040
Prepaid Expenses and Deferred Charges$10,995$30,408▲ $19,413
Cash and Non-Interest-Bearing Accounts$38,622$7,963▼ $30,659
Total Assets$1,779,433$2,227,973▲ $448,540
Liabilities
Accounts Payable and Accrued Expenses$4,978$13,786▲ $8,808
Deferred Revenue-$7,963-
Total Liabilities$4,978$21,749▲ $16,771
Net Assets / Fund Balance
Unrestricted Net Assets$1,773,722$2,204,376▲ $430,654
Temporarily Rstr Net Assets$733$1,848▲ $1,115
Total Net Assets Fund Balance$1,774,455$2,206,224▲ $431,769
Total Liabilities and Net Assets / Fund Balance$1,779,433$2,227,973▲ $448,540

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$293,941$704,038$924,502
Buildings$543,887$97,115$629,062
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bob Guinnpresident
Gloria Hesservice president
Bill Haselwooddirector
Bob Ellisdirector
Buck Daydirector
Dale Carterdirector
David Wilkinsdirector
Jim Arthurdirector
Lee Doolandirector
Ricky Taylordirector
Mary C Hardenexecutive director
Melissa Dennissecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,522,620
Program Service Revenue
$3,063,847
Investment Income
$114
Other Revenue
$16,272
All Other Contributions
$174,062
Change in Net Assets
$431,769
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,886,181
Salaries, Compensation, and Employee Benefits$1,284,903
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$996,284$110,699-$1,106,983
Depreciation Depletion$87,816$25,368-$113,184
Other Expenses$96,812$10,757-$107,569
Occupancy$94,217$10,469-$104,686
Other Employee Benefits$84,535$9,393-$93,928
Payroll Taxes$75,593$8,399-$83,992
Travel$46,191$5,132-$51,323
Office Expenses$34,180$3,797-$37,977
Insurance$29,396$3,266-$32,662
Fees for Services Accounting$24,161$2,685-$26,846
Conferences and Meetings$16,125$1,792-$17,917
Total Functional Expenses$3,979,327$191,757$0$4,171,084
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

990 is reviewed by the executive director

Form 990, Part VI, Section B, Line 15A

Executive director compensation is set by the board of directors

Form 990, Part VI, Section C, Line 19

Governing documents, operating policies, and financial statements are available to the public upon request at the administrative offices

Filing and Contact Details

Filer

EIN
73-1199063
Phone
4052141972

Signing Officer

Name
Chris Harden
Title
exec director
Signed
2015-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bob Guinn
Formed
1983
Legal Domicile
Ok
Voting Board Members
11
Independent Board Members
11
Employees
124

Preparer

Preparer
Becky Fleming
Phone
4056415794
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 3B

Project HEART, Inc. has contracted for its audit in accordance with OMB Circular A-133

Raw XML AppendixShowing 400 of 441 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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IRS990/OtherSalariesAndWagesGrp/TotalAmt01106983
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08399
IRS990/PayrollTaxesGrp/ProgramServicesAmt075593
IRS990/PayrollTaxesGrp/TotalAmt083992
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0120379
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0350001
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010995
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt030408
IRS990/PrincipalOfficerNm0Bob Guinn
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624200
IRS990/ProgramServiceRevenueGrp/Desc0contract meals
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03063847
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03063847
IRS990/ProgSrvcAccomActy2Grp/Desc0Advantage Nutrition Program - 629,751 meals based on 23,136 medicaid claims
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02553042
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01456054
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0230
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02628984
IRS990/PYOtherRevenueAmt08017
IRS990/PYProgramServiceRevenueAmt02689605
IRS990/PYRevenuesLessExpensesAmt0348705
IRS990/PYSalariesCompEmpBnftPaidAmt01176217
IRS990/PYTotalExpensesAmt03805201
IRS990/PYTotalRevenueAmt04153906
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0431769
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0367371
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0540074
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01522620
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01452105
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01144735
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01166171
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01095446
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06381077
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0114
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0230
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0464
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0833
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt028
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01669
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0979388200
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99970
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.99910
IRS990ScheduleA/PublicSupportTotal170Amt06381077
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01522620
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01452105
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01144735
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01166171
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01095446
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06381077
IRS990ScheduleA/TotalSupportAmt06382746
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0543887
IRS990ScheduleD/BuildingsGrp/DepreciationAmt097115
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0629062
IRS990ScheduleD/EquipmentGrp/BookValueAmt0293941
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0704038
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0924502
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0837828
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0990 is reviewed by the executive director
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Executive director compensation is set by the board of directors
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Governing documents, operating policies, and financial statements are available to the public upon request at the administrative offices
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Project HEART, Inc. has contracted for its audit in accordance with OMB Circular A-133
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XII, Line 3b
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0733
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01848
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01779433
IRS990/TotalAssetsEOYAmt02227973
IRS990/TotalAssetsGrp/BOYAmt01779433
IRS990/TotalAssetsGrp/EOYAmt02227973
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01522620
IRS990/TotalEmployeeCnt0124
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0191757
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03979327
IRS990/TotalFunctionalExpensesGrp/TotalAmt04171084
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04978
IRS990/TotalLiabilitiesEOYAmt021749
IRS990/TotalLiabilitiesGrp/BOYAmt04978
IRS990/TotalLiabilitiesGrp/EOYAmt021749
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01774455
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02206224
IRS990/TotalProgramServiceExpensesAmt03979327
IRS990/TotalProgramServiceRevenueAmt03063847
IRS990/TotalRevenueGrp/ExclusionAmt0114
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03080119
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04602853
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01779433
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02227973
IRS990/TravelGrp/ManagementAndGeneralAmt05132

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.99$0.08$3.91$4.79$4.28$0.51
2024Detailed filing. Detailed filing data is available for this year.$3.48$0.07$3.40$4.81$4.13$0.68
2023Detailed filing. Detailed filing data is available for this year.$2.79$0.06$2.72$4.22$3.77$0.44
2022Detailed filing. Detailed filing data is available for this year.$2.45$0.17$2.28$3.35$3.31$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.30$0.06$2.24$4.11$3.70$0.41
2020Detailed filing. Detailed filing data is available for this year.$2.11$0.28$1.83$3.92$4.05$0.13
2019Detailed filing. Detailed filing data is available for this year.$2.01$0.05$1.96$3.55$3.68$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.66$0.56$2.10$4.06$4.34$0.28
2017Detailed filing. Detailed filing data is available for this year.$2.43$0.05$2.38$4.35$4.25$0.10
2016Detailed filing. Detailed filing data is available for this year.$2.34$0.06$2.29$4.25$4.29$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.34$0.02$2.32$4.24$4.12$0.12
2014Detailed filing. Detailed filing data is available for this year.$2.23$0.02$2.21$4.60$4.17$0.43
2013Summary only. Only limited summary data is available for this year.$1.78$0.01$1.77$4.15$3.81$0.35
2012Summary only. Only limited summary data is available for this year.$1.45$0.05$1.40$2.52$2.51$0.00
2011Summary only. Only limited summary data is available for this year.$1.44$0.04$1.39$2.48$2.29$0.19