Civic Intelligence

Heart Trust

990 • Fiscal year 2021 • EIN 75-6459417

Apr 01, 2020 to Mar 31, 2021 • Filed on Feb 09, 2022

Organization ProfileN/A
900 8th Street No 525Wichita Falls, TX 76301

(940) 766-4361

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

4th percentile

-69%

Higher net margin than 4% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

49th percentile

$52,500

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 25.8% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

18th percentile

-2.8%

Faster asset growth than 18% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

86th percentile

91%

Faster revenue growth than 86% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$4,852,156

Down $140,408 (-2.8%) from 2020

Net Assets

Down

$4,852,156

Down $140,408 (-2.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin4th percentile

Revenue

Up

$203,556

Up $96,731 (+91%) from 2020

Expenses

Down

$343,964

Down $111,625 (-25%) from 2020

Net Income

Up

-$140,408

Up $208,356 (+60%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$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

2021

Assets$4,852,156
Liabilities$0
Net Assets$4,852,156
Open 2021 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$203,556
Expenses$343,964
Net Income-$140,408
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Feb 9, 2022
Return Version
2020v4.2
Gross Receipts
$1,464,179
Mission and Program Overview

Mission

Fund American Heart Association, National Bequest Center

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,992,564$4,852,156▼ $140,408
Investments Other Securities$4,966,620$4,625,675▼ $340,945
Cash and Non-Interest-Bearing Accounts$25,944$226,481▲ $200,537
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$4,992,564$4,852,156▼ $140,408
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,992,564$4,852,156▼ $140,408
Total Liabilities and Net Assets / Fund Balance$4,992,564$4,852,156▼ $140,408

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$275,000--
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleBaseTotal
Harold D RogersTrustee$52,500$52,500
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$303,376
Other Revenue
$-99,820
Change in Net Assets
$-140,408
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$265,000
Salaries, Compensation, and Employee Benefits$52,500
Other Expenses$26,464
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$265,000--$265,000
Current Officers, Directors, Trustees, and Key Employees-$52,500-$52,500
Fees for Service Investment Mgmnt Fees-$14,909-$14,909
Fees for Services Accounting-$9,000-$9,000
Fees for Services Other-$2,500-$2,500
Other Expenses-$55-$55
Total Functional Expenses$265,000$78,964$0$343,964
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
American Heart Association National Bequest CenterSt Petersburg, FL501(c)(3)Fund American Heart Association, National Bequest Center$265,000
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 No 525, Wichita Falls, TX 76301

Signing Officer

Name
Harold D Rogers
Title
Trustee
Phone
9407664361
Signed
2022-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Harold D Rogers
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 438 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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IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt05078951
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt05262513
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0175097
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0181425
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0135613797
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0265000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0American Heart Association Texas Affiliate Inc
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0265000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0416667
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1424740
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2275000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3254260
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4249265
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5250000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6247835
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7218854
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt8250000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt9250000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt10218186
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11266108
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt12260188
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt13250000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt14241840
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt15277732
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt16275000
IRS990ScheduleD/OtherSecuritiesGrp/Desc0American FD Bal FD CL F3
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Annaly Capital Mgnt
IRS990ScheduleD/OtherSecuritiesGrp/Desc2Carillon Scout Midcap FD
IRS990ScheduleD/OtherSecuritiesGrp/Desc3Delaware SMID Cap Growth FD CL
IRS990ScheduleD/OtherSecuritiesGrp/Desc4Federated High Yield TR
IRS990ScheduleD/OtherSecuritiesGrp/Desc5Fidelity Select Medical Tech
IRS990ScheduleD/OtherSecuritiesGrp/Desc6Ivy High Income FD CL I
IRS990ScheduleD/OtherSecuritiesGrp/Desc7Lord Abbett Bond-Debenture FD
IRS990ScheduleD/OtherSecuritiesGrp/Desc8Metropolitan West Total RTN
IRS990ScheduleD/OtherSecuritiesGrp/Desc9MFS New Discov FD CL A
IRS990ScheduleD/OtherSecuritiesGrp/Desc10Morgan Stanley GW Port CL I
IRS990ScheduleD/OtherSecuritiesGrp/Desc11INVESCO OP GlobaL Oppty CL Y
IRS990ScheduleD/OtherSecuritiesGrp/Desc12PIMCO Stockplus Small FD I
IRS990ScheduleD/OtherSecuritiesGrp/Desc13Pin Oak Equity FD
IRS990ScheduleD/OtherSecuritiesGrp/Desc14Thornburg Global Oppt FD CL I
IRS990ScheduleD/OtherSecuritiesGrp/Desc15Vanguard High Div Yield Index
IRS990ScheduleD/OtherSecuritiesGrp/Desc16Vanguard Strategic Equity FD
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd8C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd9C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd10C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd11C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd12C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd13C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd14C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd15C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd16C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt04625675
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0265000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Fund American Heart Association, National Bequest Center
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0American Heart Association National Bequest Center
IRS990ScheduleI/RecipientTable/RecipientEIN0135613797
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 22035
IRS990ScheduleI/RecipientTable/USAddress/CityNm0St Petersburg
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd033742
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Yes
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt04852156
IRS990/TotalAssetsGrp/BOYAmt04992564
IRS990/TotalAssetsGrp/EOYAmt04852156
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt078964
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0265000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0343964
IRS990/TotalGrossUBIAmt0-99877
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04992564
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04852156
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0265000
IRS990/TotalReportableCompFromOrgAmt052500
IRS990/TotalRevenueGrp/ExclusionAmt0303433
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0203556
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-99877
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04992564
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04852156
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0900 8th Street No 525
IRS990/USAddress/CityNm0Wichita Falls

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,852,156
Liabilities
$0
Net assets
$4,852,156
Revenue
$203,556
Expenses
$343,964
Net income
-$140,408
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