Civic Intelligence

Young at Heart Project

990EZ • Fiscal year 2021 • EIN 77-0300050

Jan 01, 2021 to Dec 31, 2021 • Filed on May 16, 2022

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

(831) 588-6204

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

6th percentile

-126%

Higher net margin than 6% 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

7th percentile

-56%

Faster asset growth than 7% of similar nonprofits.

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

Revenue Growth

15th percentile

-54%

Faster revenue growth than 15% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$9,673

Flat from 2021

Net Assets

$9,673

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Flat

$9,779

Flat from 2021

Expenses

Flat

$22,086

Flat from 2021

Net Income

Flat

-$12,307

Flat from 2021

Historical Trend

Balance Sheet Trend

Asset Growth7th 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: $9,673Net Assets 2021: $9,6732021Assets 2021: $9,673Liabilities 2021: $02021Assets 2022: $3,837Net Assets 2022: $3,8372022Assets 2023: $4,728Liabilities 2023: $02023

Highlighted filing

2021

Assets$9,673
Liabilities-
Net Assets$9,673
Open 2021 Filing

Operations Trend

Revenue Growth15th 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 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

2021

Revenue$9,779
Expenses$22,086
Net Income-$12,307
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 16, 2022
Return Version
2021v4.1
Gross Receipts
$9,779
Mission and Program Overview

Mission

Senior population confined to convalescent facilities.

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
PROVIDING MUSICAL ENTERTAINMAENT TO THE SENOIR POPULATI ON CONFINED TO CONVELESCENT FACILITES-$18,151
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

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

Filer

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

Signing Officer

Name
Sam Bishop
Title
Treasurer
Phone
8312744024
Signed
2022-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Eas Taxes
Address
108 WHISPERING PINES DR STE 120, SCOTTS VALLEY, CA 95066
Preparer
Edd Breeden
Phone
8317135201
Supplemental Narrative

Additional Explanations

Form 990-ez Part 1, Line 16

“Rent, taxes & filing fee, telephone, uncollectible a/r-covid website”

Form 990-ez Part II Line 24

“ACCOUNTS RECIEVABLE”

Form 990-ez Part III Organizations Primary Exempt Purpose

“Provided musical performances to senior population confined to convalescent facikities”

Form 990-ez Part V Regarding Transfers Associated W/ Benefit

“Did the organization during the year recieve any funds direc tly or indirectly to pay premiums on a persoanl benefit contract? No”

Raw XML Appendix142 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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/BOYAmt016345
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09673
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09779
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12307
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03990
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021980
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09673
IRS990EZ/GrossReceiptsAmt09779
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021980
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09673
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021980
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09673
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41
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/PersonNm4ELIZBETH SEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ARTISTIC DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05635
IRS990EZ/OtherExpensesTotalAmt017908
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/PrintingPublicationsPostageAmt0188
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING MUSICAL ENTERTAINMAENT TO THE SENOIR POPULATI ON CONFINED TO CONVELESCENT FACILITES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018151
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022086
IRS990EZ/TotalProgramServiceExpensesAmt018151
IRS990EZ/TotalRevenueAmt09779
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0YOUNG-AT-HEART.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09779
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015310
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt042906
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt050065
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0128060
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt05770
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt064830
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt030126
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0930
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0101656
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0229716
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt09779
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt021080
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt074830
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt073032
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt050995
IRS990ScheduleA/Total509Grp/TotalAmt0229716
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt09779
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt021080
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt074830
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt073032
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt050995
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0229716
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RENT, TAXES & FILING FEE, TELEPHONE, UNCOLLECTIBLE A/R-COVID WEBSITE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECIEVABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDED MUSICAL PERFORMANCES TO SENIOR POPULATION CONFINED TO CONVALESCENT FACIKITIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DID THE ORGANIZATION DURING THE YEAR RECIEVE ANY FUNDS DIREC TLY OR INDIRECTLY TO PAY PREMIUMS ON A PERSOANL BENEFIT CONTRACT? NO
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ PART 1, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ PART II LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ PART III ORGANIZATIONS PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ PART V REGARDING TRANSFERS ASSOCIATED W/ BENEFIT
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SAM BISHOP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08312744024
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YOUNG AT HEART PROJECT
ReturnHeader/Filer/BusinessNameControlTxt0YOUN
ReturnHeader/Filer/EIN0770300050
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1118
ReturnHeader/Filer/USAddress/CityNm0SANTA CRUZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095061
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0842719323
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EAS TAXES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0108 WHISPERING PINES DR STE 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SCOTTS VALLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095066
ReturnHeader/PreparerPersonGrp/PhoneNum08317135201
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDD BREEDEN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-02-26T15:17:02-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BISHOP
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
$9,673
Liabilities
-
Net assets
$9,673
Revenue
$9,779
Expenses
$22,086
Net income
-$12,307
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
2021Detailed filing. Detailed filing data is available for this year.$9.67$9.67$9.78$22.1$12.3
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