Civic Intelligence

Young at Heart Project

990EZ • Fiscal year 2019 • EIN 77-0300050

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 09, 2020

Organization ProfileYOUNG-AT-HEART.ORG
PO Box 1118Santa Cruz, CA 95061

(408) 446-0402

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

23rd percentile

-11%

Higher net margin than 23% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

21st percentile

-20%

Faster asset growth than 21% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

52nd percentile

2.5%

Faster revenue growth than 52% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$31,463

Down $7,903 (-20%) from 2018

Net Assets

Down

$31,463

Down $7,903 (-20%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin23rd percentile

Revenue

Up

$74,830

Up $1,798 (+2.5%) from 2018

Expenses

Up

$82,733

Up $12,700 (+18%) from 2018

Net Income

Down

-$7,903

Down $10,902 (-364%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2019

Assets$31,463
Liabilities-
Net Assets$31,463
Open 2019 Filing

Operations Trend

Revenue Growth52nd 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

2019

Revenue$74,830
Expenses$82,733
Net Income-$7,903
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 9, 2020
Return Version
2019v5.0
Gross Receipts
$74,830
Mission and Program Overview

Mission

Senior population confined to convalescent facilities.

Program Services

DescriptionGrantsExpenses
PROVIDING MUSICAL ENTERTAINMENT TO THE SENIOR POPULATION CONFINED TO CONVELESCENT FACILITIES.$74,400-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAM BISHOPTreasurer-$0--
ROBERT MULLANDirector-$0--
TERI BRAGERDirector-$0--
SEAN SEMANArtistic Direct-$0--
ELIZABETH SEMANPresident-$0--
Filing and Contact Details

Filer

Filer Name
Young at Heart Project
EIN
77-0300050
Phone
4084460402
Address
PO BOX 1118, SANTA CRUZ, CA 95061

Signing Officer

Name
Elizabeth Seman
Title
President
Signed
2020-07-09
Discuss with paid preparer
Yes

Preparer

Firm
Lawrence Wolf
Address
243 Ranchitos Del Sol, Aptos, CA 95003
Preparer
Shannon Stevens
Phone
8316884257
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $371”

Other Expenses.1012

“Insurance $104”

Other Expenses.1

“TELEPHONE $574”

Other Expenses.4

“REIMBURSED EXPENSES $93”

Other Assets.1005

“Accounts Receivable - Beginning $2200 Accounts Receivable - Ending $6260”

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/PersonNm0SHANNON STEVENS
IRS990EZ/BooksInCareOfDetail/PhoneNum08315886204
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07960 B SOQUEL DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0APTOS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095003
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037166
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025203
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt074830
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7903
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt080836
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039366
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031463
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt074830
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039366
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031463
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039366
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031463
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SAM BISHOP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT MULLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TERI BRAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SEAN SEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ELIZABETH SEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ARTISTIC DIRECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02200
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06260
IRS990EZ/OtherExpensesTotalAmt01142
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SENIOR POPULATION CONFINED TO CONVALESCENT FACILITIES.
IRS990EZ/PrintingPublicationsPostageAmt0755
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING MUSICAL ENTERTAINMENT TO THE SENIOR POPULATION CONFINED TO CONVELESCENT FACILITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt074400
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt082733
IRS990EZ/TotalProgramServiceExpensesAmt074400
IRS990EZ/TotalRevenueAmt074830
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0YOUNG-AT-HEART.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt042906
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt050065
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt026600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011252
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0140823
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt064830
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt030126
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0930
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt034230
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt037070
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0167186
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0308009
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt074830
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt073032
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt050995
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt060830
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt048322
IRS990ScheduleA/Total509Grp/TotalAmt0308009
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt074830
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt073032
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt050995
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt060830
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt048322
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0308009
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $371
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $104
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TELEPHONE $574
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REIMBURSED EXPENSES $93
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Accounts Receivable - Beginning $2200 Accounts Receivable - Ending $6260
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.1005
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH SEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YOUNG AT HEART PROJECT
ReturnHeader/Filer/BusinessNameControlTxt0YOUN
ReturnHeader/Filer/EIN0770300050
ReturnHeader/Filer/PhoneNum04084460402
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1118
ReturnHeader/Filer/USAddress/CityNm0SANTA CRUZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095061
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453006572
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lawrence Wolf
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0243 Ranchitos Del Sol
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Aptos
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095003
ReturnHeader/PreparerPersonGrp/PhoneNum08316884257
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHANNON STEVENS
ReturnHeader/ReturnTs02020-07-09T12:15:14-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,463
Liabilities
-
Net assets
$31,463
Revenue
$74,830
Expenses
$82,733
Net income
-$7,903
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
2019Detailed filing. Detailed filing data is available for this year.$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