Civic Intelligence

Shared Heart Foundation

990EZ • Fiscal year 2020 • EIN 77-0217089

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 14, 2021

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

(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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

66th percentile

16%

Higher net margin than 66% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

65th percentile

17%

Faster asset growth than 65% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

20th percentile

-53%

Faster revenue growth than 20% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$21,274

Up $3,033 (+17%) from 2019

Net Assets

Up

$21,274

Up $3,033 (+17%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin66th percentile

Revenue

Down

$18,569

Down $20,980 (-53%) from 2019

Expenses

Down

$15,536

Down $19,352 (-55%) from 2019

Net Income

Down

$3,033

Down $1,628 (-35%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2020

Assets$21,274
Liabilities-
Net Assets$21,274
Open 2020 Filing

Operations Trend

Revenue Growth20th 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

2020

Revenue$18,569
Expenses$15,536
Net Income$3,033
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 14, 2021
Return Version
2020v4.1
Gross Receipts
$18,569
Mission and Program Overview

Mission

Self help relationship workshop

Self help relationship workshops

Program Services

DescriptionGrantsExpenses
ORGANIZATION CONDUCTS RELATIONSHIP WORKSHOPS INCLUDING A SUMMER FAMILY RETREAT IN WHICH CHILDREN ALSO PARTICIPATE. DUE TO COVID PANDEMIC WORKSHOPS WERE VIRTUAL IN 2020.-$13,710
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARRY VISSELL MDPresidentPT$0--
JOYCE VISSELL RN MSSecretaryPT$0--
STEVE SOSKINDirector-$0--
BOBBI SPURR ND PA CDirector-$0--
REBECCA LIPSONDirector-$0--
JAMES LIPSONDirector-$0--
BERNEVA ADAMS MDDirector-$0--
KARLA GITLIN DODirector-$0--
ROBERT GITLIN DODirector-$0--
PATRICIA A TURPELDirector-$0--
DIANA CUNNINGHAMDirector-$0--
MICHAEL MURPHYDirector-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Barry M Vissell
Title
President
Phone
8316842130
Signed
2021-07-14
Discuss with paid preparer
Yes

Preparer

Firm
Victoria Morgan
Address
3709 MOANA WAY, SANTA CRUZ, CA 95062
Preparer
Victoria C Morgan
Phone
8312393477
Supplemental Narrative

Additional Explanations

Part I, line 16

“Description: ANNUAL REGISTRY OF CHARITABLE TRUSTS FEE Amount: 25”

Part I, line 16

“Description: BANK AND MERCHANT CHARGES Amount: 199”

Part I, line 16

“Description: FEES Amount: 35”

Part I, line 16

“Description: INSURANCE Amount: 138”

Part I, line 16

“Description: PO BOX FEE Amount: 144”

Part I, line 16

“Description: WORKSHOP COOK Amount: 2134”

Part I, line 16

“Description: WORKSHOP FACILITY COSTS Amount: 4100”

Part I, line 16

“Description: WORKSHOP FOOD Amount: 1000”

Part I, line 16

“Description: WORKSHOP MUSIC Amount: 2000”

Part I, line 16

“Description: WORKSHOP PROMOTION Amount: 2000”

Part I, line 16

“Description: WORKSHOP REFUNDS Amount: 1990”

Raw XML Appendix197 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/PhoneNum08316842130
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0APTOS
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095003
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BARRY VISSELL MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOYCE VISSELL RN MS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEVE SOSKIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BOBBI SPURR ND PA C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4REBECCA LIPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JAMES LIPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BERNEVA ADAMS MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KARLA GITLIN DO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ROBERT GITLIN DO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9PATRICIA A TURPEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10DIANA CUNNINGHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11MICHAEL MURPHY
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/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt013765
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SELF HELP RELATIONSHIP WORKSHOPS
IRS990EZ/PrintingPublicationsPostageAmt036
IRS990EZ/ProgramServiceRevenueAmt017998
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZATION CONDUCTS RELATIONSHIP WORKSHOPS INCLUDING A SUMMER FAMILY RETREAT IN WHICH CHILDREN ALSO PARTICIPATE. DUE TO COVID PANDEMIC WORKSHOPS WERE VIRTUAL IN 2020.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013710
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015536
IRS990EZ/TotalProgramServiceExpensesAmt013710
IRS990EZ/TotalRevenueAmt018569
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SHAREDHEART.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0571
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03311
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03001
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0209
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt055
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07147
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt017998
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt036238
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt056053
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt070196
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt060623
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0241108
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0248255
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt018569
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt039549
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt059054
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt070405
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt060678
IRS990ScheduleA/Total509Grp/TotalAmt0248255
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt018569
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt039549
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt059054
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt070405
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt060678
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0248255
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: ANNUAL REGISTRY OF CHARITABLE TRUSTS FEE Amount: 25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: BANK AND MERCHANT CHARGES Amount: 199
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: FEES Amount: 35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: INSURANCE Amount: 138
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: PO BOX FEE Amount: 144
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description: WORKSHOP COOK Amount: 2134
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description: WORKSHOP FACILITY COSTS Amount: 4100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description: WORKSHOP FOOD Amount: 1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description: WORKSHOP MUSIC Amount: 2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description: WORKSHOP PROMOTION Amount: 2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description: WORKSHOP REFUNDS Amount: 1990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Part I, line 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARRY M VISSELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08316842130
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-14
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/ZIPCd0950012140
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VICTORIA MORGAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03709 MOANA WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA CRUZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095062
ReturnHeader/PreparerPersonGrp/PhoneNum08312393477
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VICTORIA C MORGAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-07-14T11:31:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BARRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VISSELL
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,274
Liabilities
-
Net assets
$21,274
Revenue
$18,569
Expenses
$15,536
Net income
$3,033
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