Civic Intelligence

Shared Heart Foundation

990EZ • Fiscal year 2021 • EIN 77-0217089

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 10, 2022

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

95th percentile

82%

Higher net margin than 95% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

78th percentile

42%

Faster asset growth than 78% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

20th percentile

-42%

Faster revenue growth than 20% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$30,106

Up $8,832 (+42%) from 2020

Net Assets

Up

$30,106

Up $8,832 (+42%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin95th percentile

Revenue

Down

$10,778

Down $7,791 (-42%) from 2020

Expenses

Down

$1,946

Down $13,590 (-87%) from 2020

Net Income

Up

$8,832

Up $5,799 (+191%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2021

Assets$30,106
Liabilities-
Net Assets$30,106
Open 2021 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

2021

Revenue$10,778
Expenses$1,946
Net Income$8,832
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 10, 2022
Return Version
2021v4.2
Gross Receipts
$10,778
Mission and Program Overview

Mission

Self help relationship workshop

Self help relationship workshops

Program Services

DescriptionGrantsExpenses
NO WORKSHOPS WERE HELD IN 2021 DUE TO COVID. HOWEVER, THERE WERE PAYMENTS FOR WORKSHOPS IN FUTURE YEARS AS THE FAMILY WORKSHOPS ARE VERY POPULAR-$430
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARRY VISSELL MDPresident-$0--
JOYCE VISSELL RN MSSecretary-$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
2022-06-10
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: BANK AND MERCHANT CHARGES Amount: 225”

Part I, line 16

“Description: INSURANCE Amount: 75”

Part I, line 16

“Description: PO BOX FEE Amount: 350”

Raw XML Appendix177 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
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0755 REDWOOD HEIGHTS RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0APTOS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095003
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021274
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030106
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05476
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08832
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01270
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021274
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030106
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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/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0650
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SELF HELP RELATIONSHIP WORKSHOPS
IRS990EZ/PrintingPublicationsPostageAmt026
IRS990EZ/ProgramServiceRevenueAmt05302
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NO WORKSHOPS WERE HELD IN 2021 DUE TO COVID. HOWEVER, THERE WERE PAYMENTS FOR WORKSHOPS IN FUTURE YEARS AS THE FAMILY WORKSHOPS ARE VERY POPULAR
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0430
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01946
IRS990EZ/TotalProgramServiceExpensesAmt0430
IRS990EZ/TotalRevenueAmt010778
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SHAREDHEART.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05476
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0571
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03311
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03001
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0209
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt012568
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05302
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt017998
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt036238
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt056053
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt070196
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0185787
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0198355
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt010778
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt018569
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt039549
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt059054
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt070405
IRS990ScheduleA/Total509Grp/TotalAmt0198355
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt010778
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt018569
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt039549
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt059054
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt070405
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0198355
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: BANK AND MERCHANT CHARGES Amount: 225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: INSURANCE Amount: 75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: PO BOX FEE Amount: 350
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part 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/SignatureDt02022-06-10
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/PreparationDt02022-06-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VICTORIA C MORGAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-06-10T12:54:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BARRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VISSELL
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,106
Liabilities
-
Net assets
$30,106
Revenue
$10,778
Expenses
$1,946
Net income
$8,832
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