Civic Intelligence

Heart Trust

990 • Fiscal year 2022 • EIN 75-6459417

Apr 01, 2021 to Mar 31, 2022 • Filed on Aug 15, 2022

Organization ProfileN/A
900 8th Street 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.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

61st percentile

13%

Higher net margin than 61% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

51st percentile

$60,000

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 12.6% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

50th percentile

1.3%

Faster asset growth than 50% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

93rd percentile

133%

Faster revenue growth than 93% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$4,914,220

Up $62,064 (+1.3%) from 2021

Net Assets

Up

$4,914,220

Up $62,064 (+1.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin61st percentile

Revenue

Up

$475,077

Up $271,521 (+133%) from 2021

Expenses

Up

$413,013

Up $69,049 (+20%) from 2021

Net Income

Up

$62,064

Up $202,472 (+144%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2022

Assets$4,914,220
Liabilities$0
Net Assets$4,914,220
Open 2022 Filing

Operations Trend

Revenue Growth93rd 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

2022

Revenue$475,077
Expenses$413,013
Net Income$62,064
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2021 to Mar 31, 2022
Signed
Aug 15, 2022
Return Version
2021v4.2
Gross Receipts
$2,149,420
Mission and Program Overview

Mission

Fund American Heart Association, National Bequest Center

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,852,156$4,914,220▲ $62,064
Investments Other Securities$4,625,675$4,431,212▼ $194,463
Cash and Non-Interest-Bearing Accounts$226,481$483,008▲ $256,527
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$4,852,156$4,914,220▲ $62,064
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,852,156$4,914,220▲ $62,064
Total Liabilities and Net Assets / Fund Balance$4,852,156$4,914,220▲ $62,064

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$266,667--
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleBaseTotal
Harold D RogersTrustee$60,000$60,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$475,077
Other Revenue
$0
Change in Net Assets
$62,064
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$322,000
Salaries, Compensation, and Employee Benefits$60,000
Other Expenses$31,013
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$322,000--$322,000
Current Officers, Directors, Trustees, and Key Employees-$60,000-$60,000
Fees for Service Investment Mgmnt Fees-$17,886-$17,886
Fees for Services Accounting-$9,000-$9,000
Fees for Services Other-$4,084-$4,084
Other Expenses-$43-$43
Total Functional Expenses$322,000$91,013$0$413,013
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 525, Wichita Falls, TX 76301

Signing Officer

Name
Harold D Rogers
Title
Trustee
Phone
9407664361
Signed
2022-08-15
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 417 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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,914,220
Liabilities
$0
Net assets
$4,914,220
Revenue
$475,077
Expenses
$413,013
Net income
$62,064
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