Civic Intelligence

Heart Trust

990 • Fiscal year 2023 • EIN 75-6459417

Apr 01, 2023 to Dec 31, 2023 • Filed on Feb 12, 2024

Organization ProfileN/A
900 8th Street Ste 525Wichita Falls, TX 76301

(940) 766-4361

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$0

Down $4,914,220 (-100%) from 2022

Net Assets

Down

$0

Down $4,914,220 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses

Revenue

Down

$36,428

Down $438,649 (-92%) from 2022

Expenses

Up

$5,027,614

Up $4,614,601 (+1117%) from 2022

Net Income

Down

-$4,991,186

Down $5,053,250 (-8142%) from 2022

Historical Trend

Balance Sheet Trend

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: $4,991,1862023Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 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: $76,9652023Revenue 2023: $36,428Expenses 2023: $5,027,614Net Income 2023: -$4,991,1862023

Highlighted filing

2023

Revenue$36,428
Expenses$5,027,614
Net Income-$4,991,186
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Dec 31, 2023
Signed
Feb 12, 2024
Return Version
2023v4.0
Gross Receipts
$4,639,050
Mission and Program Overview

Mission

Fund American Heart Association, National Bequest Center

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,991,186$0▼ $4,991,186
Investments Other Securities$4,602,622$0▼ $4,602,622
Cash and Non-Interest-Bearing Accounts$388,564$0▼ $388,564
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$4,991,186$0▼ $4,991,186
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,991,186$0▼ $4,991,186
Total Liabilities and Net Assets / Fund Balance$4,991,186$0▼ $4,991,186
Compensation and Service Providers

Employees

NameTitleBaseTotal
Kimberly A HOlmesTrustee$10,000$10,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$36,428
Other Revenue
$0
Change in Net Assets
$-4,991,186
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,997,212
Other Expenses$20,402
Salaries, Compensation, and Employee Benefits$10,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,997,212--$4,997,212
Fees for Service Investment Mgmnt Fees-$10,036-$10,036
Current Officers, Directors, Trustees, and Key Employees-$10,000-$10,000
Fees for Services Other-$7,000-$7,000
Fees for Services Legal-$3,333-$3,333
Other Expenses-$33-$33
Total Functional Expenses$4,997,212$30,402$0$5,027,614
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
American Heart Association National Bequest CenterSt Petersburg, FL501(c)(3)Fund American Heart Association, National Bequest Center$4,997,212
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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
2024-02-12
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
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IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt04839367
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0166837
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0135613797
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt04997212
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0American Heart Association Texas Affiliate Inc
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt04997212
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt04997212
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
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
IRS990/ScheduleJRequiredInd00
IRS990ScheduleN/AssetsDistributedInd00
IRS990ScheduleN/AttorneyGeneralNotifiedInd00
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd00
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Cash Distribution
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1Cash Distribution
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0American Heart Association
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt1American Heart Association
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02023-06-16
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt12023-12-22
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN1135613797
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt04989478
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt17734
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(c)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt1501(c)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0PO Box 22035
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt1PO Box 22035
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0St Petersburg
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm1St Petersburg
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0FL
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd1FL
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd033742
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd133742
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd00
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
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt04991186
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt04991186
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030402
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04997212
IRS990/TotalFunctionalExpensesGrp/TotalAmt05027614
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt04997212
IRS990/TotalReportableCompFromOrgAmt010000
IRS990/TotalRevenueGrp/ExclusionAmt036428
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt036428
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04991186
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0900 8th Street Ste 525
IRS990/USAddress/CityNm0Wichita Falls
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd076301
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Kimberly A Holmes
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum09407664361
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Heart Trust
ReturnHeader/Filer/BusinessNameControlTxt0HEAR

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$36,428
Expenses
$5,027,614
Net income
-$4,991,186
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
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$5.03$4.99
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