Civic Intelligence

Heartmatters Inc.

990 • Fiscal year 2018 • EIN 73-1268628

Jan 01, 2018 to Dec 31, 2018 • Filed on May 06, 2019

3401 Price RdBartlesville, OK 74006

(918) 336-9151

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

30th percentile

0.03x

Higher debt load relative to revenue than 30% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

32nd percentile

-2.7%

Higher net margin than 32% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

44th percentile

$47,976

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 11.7% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

29th percentile

-3.5%

Faster asset growth than 29% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

10th percentile

-28%

Faster revenue growth than 10% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$3,092,730

Down $112,341 (-3.5%) from 2017

Net Assets

Down

$3,081,291

Down $111,890 (-3.5%) from 2017

Liabilities

Down

$11,439

Down $451 (-3.8%) from 2017

Revenue

Down

$410,666

Down $162,226 (-28%) from 2017

Expenses

Up

$421,959

Up $101,605 (+32%) from 2017

Net Income

Down

-$11,293

Down $263,831 (-104%) from 2017

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: $1,371,464Liabilities 2011: $4,828Net Assets 2011: $1,366,6362011Assets 2012: $1,552,428Liabilities 2012: $5,633Net Assets 2012: $1,546,7952012Assets 2013: $2,590,639Liabilities 2013: $7,267Net Assets 2013: $2,583,3722013Assets 2014: $2,554,786Liabilities 2014: $10,256Net Assets 2014: $2,544,5302014Assets 2015: $2,502,107Liabilities 2015: $10,448Net Assets 2015: $2,491,6592015Assets 2016: $2,832,903Liabilities 2016: $9,986Net Assets 2016: $2,822,9172016Assets 2017: $3,205,071Liabilities 2017: $11,890Net Assets 2017: $3,193,1812017Assets 2018: $3,092,730Liabilities 2018: $11,439Net Assets 2018: $3,081,2912018Assets 2019: $3,198,244Liabilities 2019: $13,062Net Assets 2019: $3,185,1822019Assets 2020: $3,278,664Liabilities 2020: $13,146Net Assets 2020: $3,265,5182020Assets 2021: $3,364,694Liabilities 2021: $13,413Net Assets 2021: $3,351,2812021Assets 2022: $3,149,217Liabilities 2022: $9,637Net Assets 2022: $3,139,5802022Assets 2023: $3,397,401Liabilities 2023: $8,560Net Assets 2023: $3,388,8412023Assets 2024: $3,161,807Liabilities 2024: $10,033Net Assets 2024: $3,151,7742024Assets 2025: $3,236,256Liabilities 2025: $2,915Net Assets 2025: $3,233,3412025

Highlighted filing

2018

Assets$3,092,730
Liabilities$11,439
Net Assets$3,081,291

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $223,231Expenses 2011: $243,465Net Income 2011: -$20,2342011Revenue 2012: $405,541Expenses 2012: $240,122Net Income 2012: $165,4192012Revenue 2013: $1,253,984Expenses 2013: $272,560Net Income 2013: $981,4242013Revenue 2014: $299,458Expenses 2014: $333,691Net Income 2014: -$34,2332014Revenue 2015: $360,500Expenses 2015: $364,210Net Income 2015: -$3,7102015Revenue 2016: $688,194Expenses 2016: $377,941Net Income 2016: $310,2532016Revenue 2017: $572,892Expenses 2017: $320,354Net Income 2017: $252,5382017Revenue 2018: $410,666Expenses 2018: $421,959Net Income 2018: -$11,2932018Revenue 2019: $431,622Expenses 2019: $477,743Net Income 2019: -$46,1212019Revenue 2020: $280,560Expenses 2020: $361,929Net Income 2020: -$81,3692020Revenue 2021: $489,220Expenses 2021: $429,757Net Income 2021: $59,4632021Revenue 2022: $526,463Expenses 2022: $476,119Net Income 2022: $50,3442022Revenue 2023: $872,988Expenses 2023: $724,938Net Income 2023: $148,0502023Revenue 2024: $507,041Expenses 2024: $843,261Net Income 2024: -$336,2202024Revenue 2025: $669,292Expenses 2025: $687,484Net Income 2025: -$18,1922025

Highlighted filing

2018

Revenue$410,666
Expenses$421,959
Net Income-$11,293
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 6, 2019
Return Version
2018v3.1
Gross Receipts
$410,666
Mission and Program Overview

Mission

To demonstrate christ's love by safeguarding hearts and minds through digital media safety education and intervention programs

To provide a safe environment for all girls and women to discover their identity in Christ.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,539,933$1,689,091▲ $149,158
Investments in Publicly Traded Securities$1,038,232$943,306▼ $94,926
Savings and Temporary Cash Investments$618,036$434,126▼ $183,910
Cash and Non-Interest-Bearing Accounts$8,870$26,207▲ $17,337
Total Assets$3,205,071$3,092,730▼ $112,341
Liabilities
Grants Payable$8,360$8,360→ $0
Accounts Payable and Accrued Expenses$3,530$3,079▼ $451
Total Liabilities$11,890$11,439▼ $451
Net Assets / Fund Balance
Unrestricted Net Assets$2,331,384$2,147,579▼ $183,805
Permanently Rstr Net Assets$556,233$556,233→ $0
Temporarily Rstr Net Assets$305,564$377,479▲ $71,915
Total Net Assets Fund Balance$3,193,181$3,081,291▼ $111,890
Total Liabilities and Net Assets / Fund Balance$3,205,071$3,092,730▼ $112,341

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,626,043$774,941$2,400,984
Other Land Buildings$33,577$124,611$158,188
Land$29,007-$29,007
Equipment$464$14,881$15,345

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$552,364-▼ $62,993-$489,371
2017$499,062-▲ $53,302-$552,364
2016$489,148-▲ $9,914-$499,062
2015$529,329$1,150▼ $41,331-$489,148
2014$532,644$4,200▼ $7,515-$529,329
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Penny MeadowsExecutive DirectorFT$47,976$47,976

Board Members and Trustees

NameTitle
Keith KliewerFinance Chair
Kelly LawrenceGovernance Chair
Joyce TaylorPersonnel Chair
Sarita DossProgram Chair
Randy LawrenceProperty Chair
Elaine FugateTuesday House Co-Chair
Karen WilsonPresident
Amanda GuilfoyleVice President
Autumn MunkirsDevelopment
Alan GentgesPeronnel
Colleen RuntySecretary
Sonya ReedTuesday House Rep
Revenue and Support

Revenue Composition

Contributions and Grants
$113,158
Program Service Revenue
$11,647
Investment Income
$35,150
Other Revenue
$250,711
All Other Contributions
$113,141
Change in Net Assets
$-11,293
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$246,297
Salaries, Compensation, and Employee Benefits$175,112
Grants and Similar Amounts Paid$550
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$114,573$47,976-$162,549
Depreciation Depletion$75,242--$75,242
Other Expenses$14,332$60,508-$60,508
Occupancy$20,466$13,336-$33,802
Insurance$19,002$10,276-$29,278
Payroll Taxes$8,893$3,670-$12,563
Advertising-$9,724-$9,724
Office Expenses$357$5,864-$6,221
Information Technology-$4,633-$4,633
Travel$3,317--$3,317
Fees for Services Accounting-$2,950-$2,950
Conferences and Meetings-$2,543-$2,543
All Other Expenses$1,891--$1,891
Grants to Domestic Individuals$550--$550
Total Functional Expenses$258,623$163,336$0$421,959
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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 governing body review Part VI line 11

The form 990 was made available to Board Members to Review before filing.

Conflict of interest policy compliance Part VI line 12C

Monitored and enforced as annual process at board meeting.

CEO executive director top management comp Part VI line 15A

The Board of Directors Approves Salary of the Executive Director.

Governing documents etc available to public Part VI line 19

Documents available upon request.

Filing and Contact Details

Filer

Filer Name
Mutual Girls Club of Bartlesville
EIN
73-1268628
Address
3401 Price Rd, Bartlesville, OK 74006

Signing Officer

Name
Keith Kliewer
Title
Treasurer
Phone
9183369151
Signed
2019-05-06
Discuss with paid preparer
No

Organization Details

Formed
1985
Legal Domicile
Ok
Voting Board Members
12
Independent Board Members
12
Employees
18
Volunteers
95

Preparer

Firm
dbtaxpro
Address
4216 Rolling Meadows Rd, Bartlesville, OK 74006
Preparer
Dwain Baker
Phone
9818761051
Supplemental Narrative

Additional Explanations

Other or change in accounting method Part XII line 1

The modified cash basis of Accounting is used.The mehod of Accounting has not changed from the prior year.

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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0876
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1980
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IRS990/ProgSrvcAccomActy2Grp/Desc0MUTUAL GOLD is an educational school program that teaches girls that they are Worth More Than Gold! Gold partners with schools to meet specific needs of their female students. 460 girls were served for 4th through 8th grade classes in 5 Elementary schools and 4 Middle Schools including Bartlesville, Dewey and Caney Valley districts.Gold has classes during the school day for each age group. Gold intends for each girl to learn the following objectives from being part of the program for one school year.PROGRAM OBJECTIVES- Define value and worth- Discover strengths and talents- Cultivate healthy friendships- Identify true beauty and uniqueness- Utilize strengths to help others- Instill self-worth and usefulness- Provide stability in todays challenging culture
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt020466
IRS990/ProgSrvcAccomActy3Grp/Desc0Provided monetary achievement awards to 22 girls who applied and qualified based on high academic achievement at their schoool and attendance and service performance at MUTUAL.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0550
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0241323
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0107203
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0105298
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt035150
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt035273
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0967962
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt011646
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0302
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt029536
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt038078
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0176162
IRS990ScheduleA/InvestmentIncomeCYPct00.09000
IRS990ScheduleA/InvestmentIncomePYPct00.09000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0250
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0223
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IRS990ScheduleA/OtherIncome509Grp/TotalAmt079982
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IRS990ScheduleA/PublicSupportCY509Pct00.75690
IRS990ScheduleA/PublicSupportPY509Pct00.72110
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt085372
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt071771
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0270961
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0404710
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IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt01626043
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0774941
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02400984
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0552364
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt053302
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0489148
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09914
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0529329
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01150
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0532644
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt04200
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-7515
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
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IRS990ScheduleD/EquipmentGrp/BookValueAmt0464
IRS990ScheduleD/EquipmentGrp/DepreciationAmt014881
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt015345
IRS990ScheduleD/LandGrp/BookValueAmt029007
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt029007

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.23$0.67$0.69$0.02
2024Detailed filing. Detailed filing data is available for this year.$3.16$0.01$3.15$0.51$0.84$0.34
2023Detailed filing. Detailed filing data is available for this year.$3.40$0.01$3.39$0.87$0.72$0.15
2022Detailed filing. Detailed filing data is available for this year.$3.15$0.01$3.14$0.53$0.48$0.05
2021Detailed filing. Detailed filing data is available for this year.$3.36$0.01$3.35$0.49$0.43$0.06
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.28$0.01$3.27$0.28$0.36$0.08
2019Detailed filing. Detailed filing data is available for this year.$3.20$0.01$3.19$0.43$0.48$0.05
2018Detailed filing. Detailed filing data is available for this year.$3.09$0.01$3.08$0.41$0.42$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.21$0.01$3.19$0.57$0.32$0.25
2016Summary only. Only limited summary data is available for this year.$2.83$0.01$2.82$0.69$0.38$0.31
2015Summary only. Only limited summary data is available for this year.$2.50$0.01$2.49$0.36$0.36$0.00
2014Summary only. Only limited summary data is available for this year.$2.55$0.01$2.54$0.30$0.33$0.03
2013Summary only. Only limited summary data is available for this year.$2.59$0.01$2.58$1.25$0.27$0.98
2012Summary only. Only limited summary data is available for this year.$1.55$0.01$1.55$0.41$0.24$0.17
2011Summary only. Only limited summary data is available for this year.$1.37$0.00$1.37$0.22$0.24$0.02