Civic Intelligence

Hearts Connection

990 • Fiscal year 2018 • EIN 77-0490433

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 27, 2019

Organization ProfileWWW.HEARTSFRC.ORG
200 S Montclair St Suite ABakersfield, CA 93309

(661) 328-9055

Siviq Scores

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

Liabilities / Assets

79th percentile

0.12x

Higher debt load relative to assets than 79% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

81st percentile

0.09x

Higher debt load relative to revenue than 81% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

29th percentile

-5.7%

Higher net margin than 29% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

30th percentile

-9.7%

Faster asset growth than 30% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

32nd percentile

-11%

Faster revenue growth than 32% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$216,442

Down $23,191 (-9.7%) from 2017

Net Assets

Down

$190,888

Down $16,092 (-7.8%) from 2017

Liabilities

Down

$25,554

Down $7,099 (-22%) from 2017

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin29th percentile

Revenue

Down

$282,986

Down $34,785 (-11%) from 2017

Expenses

Down

$299,078

Down $11,405 (-3.7%) from 2017

Net Income

Down

-$16,092

Down $23,380 (-321%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$800K$600K$400K$200K$0Assets 2011: $579,757Liabilities 2011: $71,810Net Assets 2011: $507,9472011Assets 2012: $602,024Liabilities 2012: $89,624Net Assets 2012: $512,4002012Assets 2013: $669,872Liabilities 2013: $123,685Net Assets 2013: $546,1872013Assets 2014: $642,095Liabilities 2014: $89,145Net Assets 2014: $552,9502014Assets 2015: $319,777Liabilities 2015: $55,622Net Assets 2015: $264,1552015Assets 2016: $257,113Liabilities 2016: $57,421Net Assets 2016: $199,6922016Assets 2017: $239,633Liabilities 2017: $32,653Net Assets 2017: $206,9802017Assets 2018: $216,442Liabilities 2018: $25,554Net Assets 2018: $190,8882018Assets 2019: $196,991Liabilities 2019: $19,530Net Assets 2019: $177,4612019Assets 2020: $139,048Liabilities 2020: $15,016Net Assets 2020: $124,0322020Assets 2021: $135,100Liabilities 2021: $14,763Net Assets 2021: $120,3372021Assets 2022: $229,170Liabilities 2022: $73,012Net Assets 2022: $156,1582022Assets 2023: $195,455Liabilities 2023: $16,552Net Assets 2023: $178,9032023Assets 2024: $230,930Liabilities 2024: $26,854Net Assets 2024: $204,0762024Assets 2025: $323,047Liabilities 2025: $31,534Net Assets 2025: $291,5132025

Highlighted filing

2018

Assets$216,442
Liabilities$25,554
Net Assets$190,888
Open 2018 Filing

Operations Trend

Revenue Growth32nd percentile

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

$1.0M$500K$0-$500KRevenue 2011: $616,354Expenses 2011: $606,147Net Income 2011: $10,2072011Expenses 2012: $614,6832012Expenses 2013: $624,0592013Revenue 2014: $659,382Expenses 2014: $652,619Net Income 2014: $6,7632014Revenue 2015: $421,089Expenses 2015: $750,461Net Income 2015: -$329,3722015Revenue 2016: $312,409Expenses 2016: $389,941Net Income 2016: -$77,5322016Revenue 2017: $317,771Expenses 2017: $310,483Net Income 2017: $7,2882017Revenue 2018: $282,986Expenses 2018: $299,078Net Income 2018: -$16,0922018Revenue 2019: $219,406Expenses 2019: $232,833Net Income 2019: -$13,4272019Revenue 2020: $174,182Expenses 2020: $232,971Net Income 2020: -$58,7892020Revenue 2021: $217,943Expenses 2021: $221,638Net Income 2021: -$3,6952021Revenue 2022: $337,419Expenses 2022: $301,598Net Income 2022: $35,8212022Revenue 2023: $360,359Expenses 2023: $337,614Net Income 2023: $22,7452023Revenue 2024: $452,822Expenses 2024: $427,649Net Income 2024: $25,1732024Revenue 2025: $583,982Expenses 2025: $496,545Net Income 2025: $87,4372025

Highlighted filing

2018

Revenue$282,986
Expenses$299,078
Net Income-$16,092
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 27, 2019
Return Version
2017v2.3
Gross Receipts
$290,002
Mission and Program Overview

Mission

Support for special needs children and their families. H.e.a.r.t.s. Connection provides a family resource center to assist families with children with special needs.

Support for special needs children and their families. H.e.a.r.t.s. Connection provides a family rescource center to assist families with children with special needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$104,052$99,159▼ $4,893
Cash and Non-Interest-Bearing Accounts$104,159$94,300▼ $9,859
Land, Buildings, and Equipment, Net$12,907$7,151▼ $5,756
Prepaid Expenses and Deferred Charges$10,141$6,342▼ $3,799
Total Assets$239,633$216,442▼ $23,191
Other Assets Total$8,374$9,490▲ $1,116
Liabilities
Accounts Payable and Accrued Expenses$24,279$20,194▼ $4,085
Other Liabilities$8,374$5,360▼ $3,014
Total Liabilities$32,653$25,554▼ $7,099
Net Assets / Fund Balance
Unrestricted Net Assets$206,980$190,888▼ $16,092
Total Net Assets Fund Balance$206,980$190,888▼ $16,092
Total Liabilities and Net Assets / Fund Balance$239,633$216,442▼ $23,191

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,151$54,068$61,219
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Susan GrahamDirector of OrganizationFT$50,952$50,952

Board Members and Trustees

NameTitle
Kelly LankPast President
Lora ReidPresident
Wendy HartnettVice President
Darcy CottonDirector
Dave TaylorDirector
Debbie ShouletDirector
Sandy Weeks-kirkSecretary
Christy ThomasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$14,252
Program Service Revenue
$272,516
Investment Income
$-1,745
Other Revenue
$-2,037
All Other Contributions
$12,757
Change in Net Assets
$-16,092

Audited Revenue Reconciliation

Revenue per Audited Statements
$287,757
Revenue Not Reported on Financial Statements
$-4,771
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-4,771
Total Revenue per Audited Statements
$287,757
Total Revenue per Form 990
$282,986
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$172,766
Other Expenses$126,312
Total Fundraising Expense$1,612
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$104,954$681-$105,635
Current Officers, Directors, Trustees, and Key Employees$25,476$25,476-$50,952
Fees for Services Other$9,612$21,076-$30,688
Occupancy$10,472$8,293-$18,765
All Other Expenses$13,099$4,591$8$17,698
Payroll Taxes$13,241$2,938-$16,179
Insurance$80$12,379-$12,459
Other Expenses$2,094$2,093$465$4,652
Advertising$2,141$588-$2,729
Depreciation Depletion-$2,286-$2,286
Travel$1,912$112-$2,024
Total Functional Expenses$214,792$82,674$1,612$299,078

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$303,849
Expenses per Audited Statements$299,078
Total Expenses per Form 990$299,078
Expenses Not Reported on Form 990$4,771
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$4,771
Fundraising Gross Income$2,228
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Restricted Trust$5,360
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Kelly lank and lora reid have a family relationship.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is made available to board members upon request.”

Form 990, Part VI, Section B, Line 12C

“The organization has had a written conflict of interest policy incorporated into its bylaws since 2009. This is reviewed regularly to determine if there are any issues.”

Form 990, Part VI, Section B, Line 15

“Management compensation is approved by the board based on the board's discretion.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflicts of interest policy and financial statements are available upon request”

Filing and Contact Details

Filer

Filer Name
Hearts Connection
EIN
77-0490433
Phone
6613289055
Address
200 S MONTCLAIR ST SUITE A, BAKERSFIELD, CA 93309

Signing Officer

Name
Lora Reid
Title
President
Phone
6613289055
Signed
2019-02-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lora Reid
Formed
1997
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
10
Volunteers
10

Preparer

Firm
Daniells Phillips Vaughan & Bock
Address
300 NEW STINE ROAD, BAKERSFIELD, CA 93309
Preparer
Patrick W Paggi CPA
Phone
6618347411
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Contract labor: program service expenses 9,612. Management and general expenses 21,076. Fundraising expenses 0. Total expenses 30,688.”

FORM 990, PART XII, LINE 2C:

“Section 1.263(a)-1(f)de minimis safe harbor election for the year ending june 30, 2018 h.e.a.r.t.s. Connection ein 77-0490433 is making the de minimis safe harbor election under reg. Sec. 1.263(a)-1(f).”

Financial Statement Notes

PART X, LINE 2:

“The internal revenue service ("irs") and certain state taxing authorities are revisiting what, if any, products and services provided by not-for-profit organizations are subject to unrelated business income tax ("ubit"). There is currently very little guidance in the irs code on what activities should be subject to ubit. The irs has indicated that they are studying the issue and may issue additional guidance. As a result, at this time there is uncertainty regarding whether the organization should pay income tax on certain types of net taxable income from activities that may be considered by taxing authorities as unrelated to the purpose for which the organization was granted non-taxable status. The organization has not filed any tax returns in the past for potential taxable activities. The taxing authorities have the ability to assess taxes, penalties and interest for any years for which no tax return was filed. In the opinion of management, any liability resulting from taxing authorities imposing income taxes on the net taxable income from activities deemed to be unrelated to the organization's non-taxable status is not expected to have a material effect on the organization's financial position or results of operations.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Special event expense -4,771.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Special event expense 4,771.”

Raw XML AppendixShowing 400 of 450 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.

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IRS990/OtherExpensesGrp/ProgramServicesAmt32094
IRS990/OtherExpensesGrp/TotalAmt018867
IRS990/OtherExpensesGrp/TotalAmt110813
IRS990/OtherExpensesGrp/TotalAmt25331
IRS990/OtherExpensesGrp/TotalAmt34652
IRS990/OtherLiabilitiesGrp/BOYAmt08374
IRS990/OtherLiabilitiesGrp/EOYAmt05360
IRS990/OtherRevenueMiscGrp/BusinessCd0624100
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0506
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0506
IRS990/OtherRevenueTotalAmt0506
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0681
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0104954
IRS990/OtherSalariesAndWagesGrp/TotalAmt0105635
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02938
IRS990/PayrollTaxesGrp/ProgramServicesAmt013241
IRS990/PayrollTaxesGrp/TotalAmt016179
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010141
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06342
IRS990/PrincipalOfficerNm0LORA REID
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/BusinessCd2624100
IRS990/ProgramServiceRevenueGrp/BusinessCd3624100
IRS990/ProgramServiceRevenueGrp/Desc0FAMILY EMPOWERMENT CEN
IRS990/ProgramServiceRevenueGrp/Desc1FAMILY RESOURCE CENTER
IRS990/ProgramServiceRevenueGrp/Desc2EARLY START PLUS
IRS990/ProgramServiceRevenueGrp/Desc3OTHER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0181019
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt146999
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt243833
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3665
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0181019
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt146999
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt243833
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3665
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt021613
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01705
IRS990/PYOtherExpensesAmt0138292
IRS990/PYOtherRevenueAmt01541
IRS990/PYProgramServiceRevenueAmt0292912
IRS990/PYRevenuesLessExpensesAmt07288
IRS990/PYSalariesCompEmpBnftPaidAmt0172191
IRS990/PYTotalExpensesAmt0310483
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0317771
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-16092
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0273022
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0277021
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0314525
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0290360
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0352764
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0639670
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01874340
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt026
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt046
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0138
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0187
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0397
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0258565
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99980
IRS990ScheduleA/PublicSupportPY170Pct00.99850
IRS990ScheduleA/PublicSupportTotal170Amt01874340
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0277021
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0314525
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0290360
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0352764
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0639670
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01874340
IRS990ScheduleA/TotalSupportAmt01874737
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt07151
IRS990ScheduleD/EquipmentGrp/DepreciationAmt054068
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt061219
IRS990ScheduleD/ExpensesNotReportedAmt04771
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0299078
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt04771
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05360
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RESTRICTED TRUST
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-4771
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-4771
IRS990ScheduleD/RevenueSubtotalAmt0287757
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTERNAL REVENUE SERVICE ("IRS") AND CERTAIN STATE TAXING AUTHORITIES ARE REVISITING WHAT, IF ANY, PRODUCTS AND SERVICES PROVIDED BY NOT-FOR-PROFIT ORGANIZATIONS ARE SUBJECT TO UNRELATED BUSINESS INCOME TAX ("UBIT"). THERE IS CURRENTLY VERY LITTLE GUIDANCE IN THE IRS CODE ON WHAT ACTIVITIES SHOULD BE SUBJECT TO UBIT. THE IRS HAS INDICATED THAT THEY ARE STUDYING THE ISSUE AND MAY ISSUE ADDITIONAL GUIDANCE. AS A RESULT, AT THIS TIME THERE IS UNCERTAINTY REGARDING WHETHER THE ORGANIZATION SHOULD PAY INCOME TAX ON CERTAIN TYPES OF NET TAXABLE INCOME FROM ACTIVITIES THAT MAY BE CONSIDERED BY TAXING AUTHORITIES AS UNRELATED TO THE PURPOSE FOR WHICH THE ORGANIZATION WAS GRANTED NON-TAXABLE STATUS. THE ORGANIZATION HAS NOT FILED ANY TAX RETURNS IN THE PAST FOR POTENTIAL TAXABLE ACTIVITIES. THE TAXING AUTHORITIES HAVE THE ABILITY TO ASSESS TAXES, PENALTIES AND INTEREST FOR ANY YEARS FOR WHICH NO TAX RETURN WAS FILED. IN THE OPINION OF MANAGEMENT, ANY LIABILITY RESULTING FROM TAXING AUTHORITIES IMPOSING INCOME TAXES ON THE NET TAXABLE INCOME FROM ACTIVITIES DEEMED TO BE UNRELATED TO THE ORGANIZATION'S NON-TAXABLE STATUS IS NOT EXPECTED TO HAVE A MATERIAL EFFECT ON THE ORGANIZATION'S FINANCIAL POSITION OR RESULTS OF OPERATIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1SPECIAL EVENT EXPENSE -4,771.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2SPECIAL EVENT EXPENSE 4,771.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07151
IRS990ScheduleD/TotalExpensesPerForm990Amt0299078
IRS990ScheduleD/TotalLiabilityAmt05360
IRS990ScheduleD/TotalRevenuePerForm990Amt0282986
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0287757
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0303849
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KELLY LANK AND LORA REID HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS MADE AVAILABLE TO BOARD MEMBERS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS HAD A WRITTEN CONFLICT OF INTEREST POLICY INCORPORATED INTO ITS BYLAWS SINCE 2009. THIS IS REVIEWED REGULARLY TO DETERMINE IF THERE ARE ANY ISSUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MANAGEMENT COMPENSATION IS APPROVED BY THE BOARD BASED ON THE BOARD'S DISCRETION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONTRACT LABOR: PROGRAM SERVICE EXPENSES 9,612. MANAGEMENT AND GENERAL EXPENSES 21,076. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,688.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SECTION 1.263(A)-1(F)DE MINIMIS SAFE HARBOR ELECTION FOR THE YEAR ENDING JUNE 30, 2018 H.E.A.R.T.S. CONNECTION EIN 77-0490433 IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0239633
IRS990/TotalAssetsEOYAmt0216442
IRS990/TotalAssetsGrp/BOYAmt0239633
IRS990/TotalAssetsGrp/EOYAmt0216442
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt014252
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01612
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt082674
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0214792
IRS990/TotalFunctionalExpensesGrp/TotalAmt0299078
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt032653
IRS990/TotalLiabilitiesEOYAmt025554
IRS990/TotalLiabilitiesGrp/BOYAmt032653
IRS990/TotalLiabilitiesGrp/EOYAmt025554
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0206980
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0190888
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0214792
IRS990/TotalProgramServiceRevenueAmt0272516
IRS990/TotalReportableCompFromOrgAmt050952
IRS990/TotalRevenueGrp/ExclusionAmt0-4288
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0273022
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0282986
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0239633
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0216442
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0112

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$216,442
Liabilities
$25,554
Net assets
$190,888
Revenue
$282,986
Expenses
$299,078
Net income
-$16,092
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.23$0.32$2.92$5.84$4.97$0.87
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.31$0.27$2.04$4.53$4.28$0.25
2023Summary only. Only limited summary data is available for this year.$1.95$0.17$1.79$3.60$3.38$0.23
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$0.73$1.56$3.37$3.02$0.36
2021Summary only. Only limited summary data is available for this year.$1.35$0.15$1.20$2.18$2.22$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.15$1.24$1.74$2.33$0.59
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.20$1.77$2.19$2.33$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.16$0.26$1.91$2.83$2.99$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.33$2.07$3.18$3.10$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.57$0.57$2.00$3.12$3.90$0.78
2015Detailed filing. Detailed filing data is available for this year.$3.20$0.56$2.64$4.21$7.50$3.29
2014Detailed filing. Detailed filing data is available for this year.$6.42$0.89$5.53$6.59$6.53$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.70$1.24$5.46$6.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.02$0.90$5.12$6.15
2011Summary only. Only limited summary data is available for this year.$5.80$0.72$5.08$6.16$6.06$0.10