Civic Intelligence

Heart Trust

EIN 75-6459417 • 501(c)3 • Wichita Falls, TX

Profile

Fund American Heart Association, National Bequest Center

900 8th Street Ste 525Wichita Falls, TX 76301

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

72nd percentile

19%

Higher net margin than 72% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

45th percentile

$31,600

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 7.9% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

44th percentile

1.6%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

19th percentile

-15%

Faster revenue growth than 19% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$4,991,186

Up $76,966 (+1.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$4,991,186

Up $76,966 (+1.6%) from 2022

Operations
Liabilities / Revenue20th percentileNet Margin72nd percentile

Revenue

Down

$401,952

Down $73,125 (-15%) from 2022

Expenses

Down

$324,987

Down $88,026 (-21%) from 2022

Net Income

Up

$76,965

Up $14,901 (+24%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $7,221,958Liabilities 2011: $0Net Assets 2011: $7,221,9582011Assets 2012: $7,067,540Liabilities 2012: $0Net Assets 2012: $7,067,5402012Assets 2013: $7,193,662Liabilities 2013: $0Net Assets 2013: $7,193,6622013Assets 2014: $7,222,210Liabilities 2014: $0Net Assets 2014: $7,222,2102014Assets 2015: $7,173,596Liabilities 2015: $0Net Assets 2015: $7,173,5962015Assets 2016: $6,110,362Liabilities 2016: $0Net Assets 2016: $6,110,3622016Assets 2017: $5,867,069Liabilities 2017: $0Net Assets 2017: $5,867,0692017Assets 2018: $5,553,439Liabilities 2018: $0Net Assets 2018: $5,553,4392018Assets 2019: $5,341,328Liabilities 2019: $0Net Assets 2019: $5,341,3282019Assets 2020: $4,992,564Liabilities 2020: $0Net Assets 2020: $4,992,5642020Assets 2021: $4,852,156Liabilities 2021: $0Net Assets 2021: $4,852,1562021Assets 2022: $4,914,220Liabilities 2022: $0Net Assets 2022: $4,914,2202022Assets 2023: $4,991,186Liabilities 2023: $0Net Assets 2023: $4,991,1862023

Highlighted filing

2023

Assets$4,991,186
Liabilities$0
Net Assets$4,991,186
Open 2023 Filing

Operations Trend

Revenue Growth19th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $4,089,802Expenses 2011: $407,046Net Income 2011: $3,682,7562011Revenue 2012: $336,951Expenses 2012: $491,369Net Income 2012: -$154,4182012Revenue 2013: $1,643,156Expenses 2013: $1,517,034Net Income 2013: $126,1222013Revenue 2014: $703,615Expenses 2014: $697,568Net Income 2014: $6,0472014Revenue 2015: $364,691Expenses 2015: $413,305Net Income 2015: -$48,6142015Revenue 2016: -$628,717Expenses 2016: $434,517Net Income 2016: -$1,063,2342016Revenue 2017: $165,948Expenses 2017: $409,241Net Income 2017: -$243,2932017Revenue 2018: $442,448Expenses 2018: $756,078Net Income 2018: -$313,6302018Revenue 2019: $292,625Expenses 2019: $504,736Net Income 2019: -$212,1112019Revenue 2020: $106,825Expenses 2020: $455,589Net Income 2020: -$348,7642020Revenue 2021: $203,556Expenses 2021: $343,964Net Income 2021: -$140,4082021Revenue 2022: $475,077Expenses 2022: $413,013Net Income 2022: $62,0642022Revenue 2023: $401,952Expenses 2023: $324,987Net Income 2023: $76,9652023

Highlighted filing

2023

Revenue$401,952
Expenses$324,987
Net Income$76,965
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,991,186
Liabilities
$0
Net assets
$4,991,186
Revenue
$401,952
Expenses
$324,987
Net income
$76,965
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.40$0.32$0.08
2022Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.48$0.41$0.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.85$0.00$4.85$0.20$0.34$0.14
2020Summary only. Only limited summary data is available for this year.$4.99$0.00$4.99$0.11$0.46$0.35
2019Summary only. Only limited summary data is available for this year.$5.34$0.00$5.34$0.29$0.50$0.21
2018Summary only. Only limited summary data is available for this year.$5.55$0.00$5.55$0.44$0.76$0.31
2017Summary only. Only limited summary data is available for this year.$5.87$0.00$5.87$0.17$0.41$0.24
2016Summary only. Only limited summary data is available for this year.$6.11$0.00$6.11$0.63$0.43$1.06
2015Summary only. Only limited summary data is available for this year.$7.17$0.00$7.17$0.36$0.41$0.05
2014Summary only. Only limited summary data is available for this year.$7.22$0.00$7.22$0.70$0.70$0.01
2013Summary only. Only limited summary data is available for this year.$7.19$0.00$7.19$1.64$1.52$0.13
2012Summary only. Only limited summary data is available for this year.$7.07$0.00$7.07$0.34$0.49$0.15
2011Summary only. Only limited summary data is available for this year.$7.22$0.00$7.22$4.09$0.41$3.68
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Dec 8, 2023
Return Version
2022v5.0
Gross Receipts
$3,904,726
Mission and Program Overview

Mission

Fund American Heart Association, National Bequest Center

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,914,220$4,991,186▲ $76,966
Investments Other Securities$4,431,212$4,602,622▲ $171,410
Cash and Non-Interest-Bearing Accounts$483,008$388,564▼ $94,444
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$4,914,220$4,991,186▲ $76,966
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,914,220$4,991,186▲ $76,966
Total Liabilities and Net Assets / Fund Balance$4,914,220$4,991,186▲ $76,966

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$923,341--
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleBaseTotal
Kimberly A HOlmesTrustee$31,600$31,600
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$401,952
Other Revenue
$0
Change in Net Assets
$76,965
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$236,000
Other Expenses$57,387
Salaries, Compensation, and Employee Benefits$31,600
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$236,000--$236,000
Fees for Service Investment Mgmnt Fees-$43,970-$43,970
Current Officers, Directors, Trustees, and Key Employees-$31,600-$31,600
Fees for Services Accounting-$8,250-$8,250
Fees for Services Other-$3,500-$3,500
Fees for Services Legal-$1,667-$1,667
Total Functional Expenses$236,000$88,987$0$324,987
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
American Heart Association National Bequest CenterSt Petersburg, FL501(c)(3)Fund American Heart Association, National Bequest Center$236,000
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
Business relationship with 35% controlled entity
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, Section A, line 8A

“N/A”

Form 990, Part VI, Section A, line 8B

“N/A”

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

“N/A”

Form 990, Part VI, Section C, line 19

“Yes”

Filing and Contact Details

Filer

Filer Name
Heart Trust
EIN
75-6459417
Phone
9407664361
Address
900 8th Street Ste 525, Wichita Falls, TX 76301

Signing Officer

Name
Kimberly A Holmes
Title
Trustee
Phone
9407664361
Signed
2023-12-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kimberly A Holmes
Formed
1991
Legal Domicile
TX
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
KAH Accounting LLC
Address
900 8th Street Suite 525, Wichita Falls, TX 76301
Preparer
Kimberly A Holmes
Phone
9407664361
Raw XML AppendixShowing 400 of 411 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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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wichita Falls

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