Civic Intelligence

Shared Heart Foundation

990EZ • Fiscal year 2014 • EIN 77-0217089

Jan 01, 2014 to Dec 31, 2014 • Filed on May 08, 2015

Organization ProfileWWW.SHAREDHEART.ORG
PO Box 2140Aptos, CA 95001

(831) 684-2130

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

16th percentile

-18%

Higher net margin than 16% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

79th percentile

$12,000

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 14.8% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

12th percentile

-37%

Faster asset growth than 12% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

41st percentile

-3.8%

Faster revenue growth than 41% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$25,117

Down $14,605 (-37%) from 2013

Net Assets

Down

$25,117

Down $14,605 (-37%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin16th percentile

Revenue

Down

$80,825

Down $3,171 (-3.8%) from 2013

Expenses

Up

$95,430

Up $46,684 (+96%) from 2013

Net Income

Down

-$14,605

Down $49,855 (-141%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$40K$30K$20K$10K$0Assets 2010: $6,705Net Assets 2010: $6,7052010Assets 2011: $4,268Liabilities 2011: $02011Assets 2013: $39,722Net Assets 2013: $39,7222013Assets 2014: $25,117Net Assets 2014: $25,1172014Assets 2015: $12,178Net Assets 2015: $12,1782015Assets 2016: $7,110Liabilities 2016: $02016Assets 2017: $9,935Liabilities 2017: $12Net Assets 2017: $9,9232017Assets 2018: $13,580Net Assets 2018: $13,5802018Assets 2019: $18,241Net Assets 2019: $18,2412019Assets 2020: $21,274Net Assets 2020: $21,2742020Assets 2021: $30,106Net Assets 2021: $30,1062021Assets 2022: $29,319Net Assets 2022: $29,3192022Assets 2023: $16,029Net Assets 2023: $16,0292023Assets 2024: $19,079Liabilities 2024: $0Net Assets 2024: $19,0792024

Highlighted filing

2014

Assets$25,117
Liabilities-
Net Assets$25,117
Open 2014 Filing

Operations Trend

Revenue Growth41st percentile

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

$100K$50K$0-$50KRevenue 2010: $39,267Expenses 2010: $59,964Net Income 2010: -$20,6972010Revenue 2011: $33,490Expenses 2011: $35,927Net Income 2011: -$2,4372011Revenue 2013: $83,996Expenses 2013: $48,746Net Income 2013: $35,2502013Revenue 2014: $80,825Expenses 2014: $95,430Net Income 2014: -$14,6052014Revenue 2015: $76,719Expenses 2015: $89,658Net Income 2015: -$12,9392015Revenue 2016: $59,952Expenses 2016: $65,020Net Income 2016: -$5,0682016Revenue 2017: $70,405Expenses 2017: $67,592Net Income 2017: $2,8132017Revenue 2018: $56,104Expenses 2018: $52,447Net Income 2018: $3,6572018Revenue 2019: $39,549Expenses 2019: $34,888Net Income 2019: $4,6612019Revenue 2020: $18,569Expenses 2020: $15,536Net Income 2020: $3,0332020Revenue 2021: $10,778Expenses 2021: $1,946Net Income 2021: $8,8322021Revenue 2022: $61,124Expenses 2022: $61,911Net Income 2022: -$7872022Revenue 2023: $4,399Expenses 2023: $17,689Net Income 2023: -$13,2902023Revenue 2024: $3,550Expenses 2024: $500Net Income 2024: $3,0502024

Highlighted filing

2014

Revenue$80,825
Expenses$95,430
Net Income-$14,605
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 8, 2015
Return Version
2014v5.0
Gross Receipts
$80,825
Mission and Program Overview

Mission

Self help relationship workshops

Self help relationship workshop

Program Services

DescriptionGrantsExpenses
WORKSHOPS, LECTURES WRITINGS FOR THE GENERAL PUBLIC ON RELATIONSHIP ISSUES FOR HEALING OF COUPLES AND FAMILIES ATTENDANCE IS 20 TO 100 PEOPLE PER WS-$79,795
NONE--
NONE--
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOYCE VISSELL RN MSSecretaryPT$12,000-$12,000
BARRY VISSELL MDPresidentPT$0--
STEVE SOSKINDirector-$0--
ROBERTA SPURR ND PA-CDirector-$0--
CHARLEY THWEATTDirector-$0--
REBECCA LIPSONDirector-$0--
JAMES LIPSONDirector-$0--
BERNEVA ADAMS MDDirector-$0--
KARLA GITLIN DODirector-$0--
ROBERT GITLIN DODirector-$0--
Filing and Contact Details

Filer

Filer Name
Shared Heart Foundation
EIN
77-0217089
Phone
8316842130
Address
PO BOX 2140, APTOS, CA 95001

Signing Officer

Name
Barry M Vissell
Title
President
Signed
2015-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Victoria C Morgan
Address
PO BOX 583, MOSS LANDING, CA 95039
Preparer
Victoria C Morgan
Phone
8312393477
Supplemental Narrative

Additional Explanations

See Attached Statement Sheet

“See attached statement sheet”

Raw XML Appendix162 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0BARRY VISSELL
IRS990EZ/BooksInCareOfDetail/PhoneNum08316842130
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0755 REDWOOD HEIGHTS RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0APTOS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095003
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039722
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025117
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0340
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14605
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt020562
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039722
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025117
IRS990EZ/GrossReceiptsAmt080825
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039722
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039722
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025117
IRS990EZ/OccupancyRentUtltsAndMaintAmt0690
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt112000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BARRY VISSELL MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOYCE VISSELL RN MS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEVE SOSKIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERTA SPURR ND PA-C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHARLEY THWEATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5REBECCA LIPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JAMES LIPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BERNEVA ADAMS MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KARLA GITLIN DO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ROBERT GITLIN DO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt059988
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SELF HELP RELATIONSHIP WORKSHOP
IRS990EZ/PrintingPublicationsPostageAmt02190
IRS990EZ/ProgramServiceRevenueAmt080485
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WORKSHOPS, LECTURES WRITINGS FOR THE GENERAL PUBLIC ON RELATIONSHIP ISSUES FOR HEALING OF COUPLES AND FAMILIES ATTENDANCE IS 20 TO 100 PEOPLE PER WS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1NONE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2NONE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt079795
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt012000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt095430
IRS990EZ/TotalProgramServiceExpensesAmt079795
IRS990EZ/TotalRevenueAmt080825
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SHAREDHEART.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0340
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt033635
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02354
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05180
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt041609
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt080547
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt050361
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt064379
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt031137
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt034087
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0260511
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.87180
IRS990ScheduleA/PublicSupportPY509Pct00.75940
IRS990ScheduleA/PublicSupportTotal509Amt0263385
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt033635
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt05100
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt038735
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt033635
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt05100
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt038735
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt080887
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt064479
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt033491
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt039267
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt080887
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt083996
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt064479
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt033491
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt039267
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0302120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SEE ATTACHED STATEMENT SHEET
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0SEE ATTACHED STATEMENT SHEET
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARRY M VISSELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHARED HEART FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHAR
ReturnHeader/Filer/EIN0770217089
ReturnHeader/Filer/PhoneNum08316842130
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2140
ReturnHeader/Filer/USAddress/CityNm0APTOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095001
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VICTORIA C MORGAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 583
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOSS LANDING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095039
ReturnHeader/PreparerPersonGrp/PhoneNum08312393477
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Victoria C Morgan
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-15T08:29:05-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,117
Liabilities
-
Net assets
$25,117
Revenue
$80,825
Expenses
$95,430
Net income
-$14,605
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$3.55$0.50$3.05
2023Detailed filing. Detailed filing data is available for this year.$16.0$16.0$4.40$17.7$13.3
2022Detailed filing. Detailed filing data is available for this year.$29.3$29.3$61.1$61.9$0.79
2021Detailed filing. Detailed filing data is available for this year.$30.1$30.1$10.8$1.95$8.83
2020Detailed filing. Detailed filing data is available for this year.$21.3$21.3$18.6$15.5$3.03
2019Detailed filing. Detailed filing data is available for this year.$18.2$18.2$39.5$34.9$4.66
2018Detailed filing. Detailed filing data is available for this year.$13.6$13.6$56.1$52.4$3.66
2017Detailed filing. Detailed filing data is available for this year.$9.94$0.01$9.92$70.4$67.6$2.81
2016Summary only. Only limited summary data is available for this year.$7.11$0.00$60.0$65.0$5.07
2015Detailed filing. Detailed filing data is available for this year.$12.2$12.2$76.7$89.7$12.9
2014Detailed filing. Detailed filing data is available for this year.$25.1$25.1$80.8$95.4$14.6
2013Detailed filing. Detailed filing data is available for this year.$39.7$39.7$84.0$48.7$35.3
2011Summary only. Only limited summary data is available for this year.$4.27$0.00$33.5$35.9$2.44
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.71$6.71$39.3$60.0$20.7