Civic Intelligence

Young at Heart Project

990EZ • Fiscal year 2014 • EIN 77-0300050

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 17, 2015

Organization ProfileYOUNG-AT-HEART.ORG
18488 Prospect RdSaratoga, CA 95070

(408) 446-0402

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

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

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

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

Net Margin

70th percentile

14%

Higher net margin than 70% of similar nonprofits.

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

Top Officer Pay

78th percentile

$7,800

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

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

Asset Growth

91st percentile

96%

Faster asset growth than 91% of similar nonprofits.

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

Revenue Growth

97th percentile

261%

Faster revenue growth than 97% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$11,336

Up $5,548 (+96%) from 2013

Net Assets

Up

$11,186

Up $13,531 (+577%) from 2013

Liabilities

Down

$150

Down $7,983 (-98%) from 2013

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin70th percentile

Revenue

Up

$94,638

Up $68,446 (+261%) from 2013

Expenses

Up

$81,107

Up $51,285 (+172%) from 2013

Net Income

Up

$13,531

Up $17,161 (+473%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$40K$20K$0-$20KAssets 2010: $3,019Liabilities 2010: $02010Assets 2011: $3,097Liabilities 2011: $02011Assets 2013: $5,788Liabilities 2013: $8,133Net Assets 2013: -$2,3452013Assets 2014: $11,336Liabilities 2014: $150Net Assets 2014: $11,1862014Assets 2015: $13,996Liabilities 2015: $150Net Assets 2015: $13,8462015Assets 2016: $15,864Liabilities 2016: $1502016Assets 2017: $36,367Net Assets 2017: $36,3672017Assets 2018: $39,366Net Assets 2018: $39,3662018Assets 2019: $31,463Net Assets 2019: $31,4632019Assets 2020: $21,980Liabilities 2020: $02020Assets 2021: $9,673Liabilities 2021: $02021Assets 2022: $3,837Net Assets 2022: $3,8372022Assets 2023: $4,728Liabilities 2023: $02023

Highlighted filing

2014

Assets$11,336
Liabilities$150
Net Assets$11,186
Open 2014 Filing

Operations Trend

Revenue Growth97th percentile

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

$100K$50K$0-$50KRevenue 2010: $58,371Expenses 2010: $63,949Net Income 2010: -$5,5782010Revenue 2011: $61,246Expenses 2011: $61,168Net Income 2011: $782011Revenue 2013: $26,192Expenses 2013: $29,822Net Income 2013: -$3,6302013Revenue 2014: $94,638Expenses 2014: $81,107Net Income 2014: $13,5312014Revenue 2015: $63,423Expenses 2015: $60,763Net Income 2015: $2,6602015Revenue 2016: $72,948Expenses 2016: $71,080Net Income 2016: $1,8682016Revenue 2017: $84,126Expenses 2017: $63,473Net Income 2017: $20,6532017Revenue 2018: $73,032Expenses 2018: $70,033Net Income 2018: $2,9992018Revenue 2019: $74,830Expenses 2019: $82,733Net Income 2019: -$7,9032019Revenue 2020: $21,080Expenses 2020: $30,563Net Income 2020: -$9,4832020Revenue 2021: $9,779Expenses 2021: $22,086Net Income 2021: -$12,3072021Revenue 2022: $2,000Expenses 2022: $7,600Net Income 2022: -$5,6002022Revenue 2023: $2,000Expenses 2023: $1,109Net Income 2023: $8912023

Highlighted filing

2014

Revenue$94,638
Expenses$81,107
Net Income$13,531
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 17, 2015
Return Version
2014v5.0
Gross Receipts
$96,925
Mission and Program Overview

Mission

Senior population confined to convalescent facilities.

Serving senior population confined to convalescent facilties

Program Services

DescriptionGrantsExpenses
PROVIDING MUSICAL ENTERTAINMENT TO THE SENIOR POPULATION CONFINED TO CONVALESCENT FACILITIES$58,753$69,940
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SEAN SEMANDirector-$7,800-$7,800
JOHN PUSEYVice President-$0--
CATHERINE DE SOUZASecretary-$0--
PEG WYNNDirector-$0--
ROBERT MULLANTreasurer-$0--
ELIZABETH SEMANPresident-$0--
ERIC FONGDirector-$0--
Filing and Contact Details

Filer

Filer Name
Young at Heart Project
EIN
77-0300050
Phone
4084460402
Address
18488 PROSPECT RD, SARATOGA, CA 95070

Signing Officer

Name
Robert Mullan
Title
Treasurer
Phone
4084460402
Signed
2015-03-17
Discuss with paid preparer
Yes

Preparer

Firm
James Roche
Address
1461 N King Edward Ct, Palatine, IL 60067-2627
Preparer
James Roche
Phone
8479632811
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Tax refund 10. Miscellaneous revenue 52.”

Form 990EZ, Part I, Line 16

“Taxes and regulatory fees 355. Bank fees 231. Insurance 1116. Telephone and isp 494. Web site hosting 178. Staff development 130. Business expenses - other 135. Interest expense 2.”

Form 990EZ, Part II, Line 24

“Undeposited funds 435. 960. Prepaid expenses 150. 0. Accounts receivable 0. 5910.”

Form 990EZ, Part II, Line 26

“Accounts payable 949. 0. Deferred income 7184. 0. Prepaid expenses 0. 150.”

Raw XML Appendix169 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/PhoneNum08314620443
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 642
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CAPITOLA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095010
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05203
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04466
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt083694
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013531
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt073958
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05788
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011336
IRS990EZ/FundraisingGrossIncomeAmt013169
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt096925
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-2345
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011186
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-2345
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011186
IRS990EZ/OccupancyRentUtltsAndMaintAmt04247
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt47800
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN PUSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CATHERINE DE SOUZA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PEG WYNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERT MULLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SEAN SEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ELIZABETH SEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ERIC FONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0585
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06870
IRS990EZ/OtherExpensesTotalAmt02641
IRS990EZ/OtherRevenueTotalAmt062
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SERVING SENIOR POPULATION CONFINED TO CONVALESCENT FACILTIES
IRS990EZ/PrintingPublicationsPostageAmt0261
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING MUSICAL ENTERTAINMENT TO THE SENIOR POPULATION CONFINED TO CONVALESCENT FACILITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt058753
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt069940
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02287
IRS990EZ/SpecialEventsNetIncomeLossAmt010882
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt08133
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0150
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt081107
IRS990EZ/TotalProgramServiceExpensesAmt069940
IRS990EZ/TotalRevenueAmt094638
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0YOUNG-AT-HEART.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt083669
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt023532
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt035018
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013096
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt035045
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0190360
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt012794
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0450
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt048150
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt023326
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt084720
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt062
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt03564
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt03626
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0278706
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt096525
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt023532
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt039032
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt061246
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt058371
IRS990ScheduleA/Total509Grp/TotalAmt0278706
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0278706
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TAX REFUND 10. MISCELLANEOUS REVENUE 52.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TAXES AND REGULATORY FEES 355. BANK FEES 231. INSURANCE 1116. TELEPHONE AND ISP 494. WEB SITE HOSTING 178. STAFF DEVELOPMENT 130. BUSINESS EXPENSES - OTHER 135. INTEREST EXPENSE 2.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNDEPOSITED FUNDS 435. 960. PREPAID EXPENSES 150. 0. ACCOUNTS RECEIVABLE 0. 5910.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE 949. 0. DEFERRED INCOME 7184. 0. PREPAID EXPENSES 0. 150.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT MULLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04084460402
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YOUNG AT HEART PROJECT
ReturnHeader/Filer/BusinessNameControlTxt0YOUN
ReturnHeader/Filer/EIN0770300050
ReturnHeader/Filer/PhoneNum04084460402
ReturnHeader/Filer/USAddress/AddressLine1Txt018488 PROSPECT RD
ReturnHeader/Filer/USAddress/CityNm0SARATOGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095070
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES ROCHE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01461 N King Edward Ct
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Palatine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0600672627
ReturnHeader/PreparerPersonGrp/PhoneNum08479632811
ReturnHeader/PreparerPersonGrp/PreparationDt02015-03-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES ROCHE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-10-23T12:05:54-07:00
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
$11,336
Liabilities
$150
Net assets
$11,186
Revenue
$94,638
Expenses
$81,107
Net income
$13,531
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.73$0.00$2.00$1.11$0.89
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.84$3.84$2.00$7.60$5.60
2021Summary only. Only limited summary data is available for this year.$9.67$0.00$9.78$22.1$12.3
2020Summary only. Only limited summary data is available for this year.$22.0$0.00$21.1$30.6$9.48
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.5$31.5$74.8$82.7$7.90
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.4$39.4$73.0$70.0$3.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.4$36.4$84.1$63.5$20.7
2016Summary only. Only limited summary data is available for this year.$15.9$0.15$72.9$71.1$1.87
2015Detailed filing. Detailed filing data is available for this year.$14.0$0.15$13.8$63.4$60.8$2.66
2014Detailed filing. Detailed filing data is available for this year.$11.3$0.15$11.2$94.6$81.1$13.5
2013Detailed filing. Detailed filing data is available for this year.$5.79$8.13$2.35$26.2$29.8$3.63
2011Summary only. Only limited summary data is available for this year.$3.10$0.00$61.2$61.2$0.08
2010Summary only. Only limited summary data is available for this year.$3.02$0.00$58.4$63.9$5.58
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits