Civic Intelligence

Heart Step Foundation

990EZ • Fiscal year 2013 • EIN 77-0641946

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 21, 2014

Organization Profilewww.heartstep.org
2430 East North StreetGreenville, SC 29601

(864) 630-6323

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 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

28th percentile

-6.8%

Higher net margin than 28% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

52nd percentile

3.0%

Faster asset growth than 52% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2013

Revenue Growth

4th percentile

-74%

Faster revenue growth than 4% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$31,756

Down $1,137 (-3.5%) from 2012

Net Assets

Down

$31,756

Down $1,137 (-3.5%) from 2012

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin28th percentile

Revenue

Down

$3,110

Down $3,809 (-55%) from 2012

Expenses

Down

$3,322

Down $623 (-16%) from 2012

Net Income

Down

-$212

Down $3,186 (-107%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$60K$40K$20K$0Assets 2011: $29,919Liabilities 2011: $02011Assets 2012: $32,893Net Assets 2012: $32,8932012Assets 2013: $31,756Liabilities 2013: $0Net Assets 2013: $31,7562013Assets 2014: $52,692Liabilities 2014: $0Net Assets 2014: $52,6922014Assets 2015: $50,385Liabilities 2015: $0Net Assets 2015: $50,3852015Assets 2016: $39,280Liabilities 2016: $0Net Assets 2016: $39,2802016Assets 2017: $38,876Liabilities 2017: $02017

Highlighted filing

2013

Assets$31,756
Liabilities$0
Net Assets$31,756
Open 2013 Filing

Operations Trend

Revenue Growth4th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $46,107Expenses 2011: $34,396Net Income 2011: $11,7112011Revenue 2012: $6,919Expenses 2012: $3,945Net Income 2012: $2,9742012Revenue 2013: $3,110Expenses 2013: $3,322Net Income 2013: -$2122013Revenue 2014: $20,200Expenses 2014: $16,706Net Income 2014: $3,4942014Revenue 2015: $11,503Expenses 2015: $922Net Income 2015: $10,5812015Revenue 2016: $5,336Expenses 2016: $16,042Net Income 2016: -$10,7062016Revenue 2017: $0Expenses 2017: $404Net Income 2017: -$4042017

Highlighted filing

2013

Revenue$3,110
Expenses$3,322
Net Income-$212
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 21, 2014
Return Version
2013v3.1
Gross Receipts
$3,110
Mission and Program Overview

Mission

Helping the Under Provileged/Elderly

Program Services

DescriptionGrantsExpenses
MAKE A WISH FOUNDATION$3,319$3,319
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTA COGDILLOfficers-$0--
TINA PRICEOfficers-$0--
TERESA GARDNEROfficers-$0--
TOM KASSABOfficers-$0--
Filing and Contact Details

Filer

EIN
77-0641946
Phone
8646306323

Signing Officer

Name
Krista Cogdill
Title
Officers
Phone
8646306323
Signed
2014-08-21

Preparer

Preparer
Deborah Baird CPA
Phone
8642817858
Supplemental Narrative

Additional Explanations

Pt V, Line 44D

“NO PAYMENTS”

Form 990EZ, Part I, Line 16

“Depreciation 2821. Website 139.”

Raw XML Appendix137 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/PersonNm0KRISTA COGDILL
IRS990EZ/BooksInCareOfDetail/PhoneNum08643465732
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine102430 EAST NORTH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/City0GREENVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/State0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode029601
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04758
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04048
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03110
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-212
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0315
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031968
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031756
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt03110
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031968
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031756
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031968
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031756
IRS990EZ/OccupancyRentUtltsAndMaintAmt047
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRISTA COGDILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TINA PRICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TERESA GARDNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TOM KASSAB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0OFFICERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1OFFICERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2OFFICERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3OFFICERS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt027210
IRS990EZ/OtherAssetsTotalDetail/EOYAmt027708
IRS990EZ/OtherExpensesTotalAmt02960
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Helping the Under Provileged/Elderly
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAKE A WISH FOUNDATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03319
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03319
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03322
IRS990EZ/TotalProgramServiceExpensesAmt03319
IRS990EZ/TotalRevenueAmt03110
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.heartstep.org
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03110
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07480
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt046107
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt015205
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt024666
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt096568
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt096568
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03110
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt07480
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt046107
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt015205
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt024666
IRS990ScheduleA/Total509Grp/TotalAmt096568
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt096568
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO PAYMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DEPRECIATION 2821. WEBSITE 139.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, Line 44d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTA COGDILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICERS
ReturnHeader/BusinessOfficerGrp/PhoneNum08646306323
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-21
ReturnHeader/Filer/BusinessName/BusinessNameLine10HEART STEP FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0770641946
ReturnHeader/Filer/PhoneNum08646306323
ReturnHeader/Filer/USAddress/AddressLine102430 EAST NORTH STREET
ReturnHeader/Filer/USAddress/City0GREENVILLE
ReturnHeader/Filer/USAddress/State0SC
ReturnHeader/Filer/USAddress/ZIPCode029601
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DEBORAH H BAIRD PA CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101 CREEKVIEW CT STE C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0GREENVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0296154839
ReturnHeader/PreparerPersonGrp/PhoneNum08642817858
ReturnHeader/PreparerPersonGrp/PreparationDt02014-09-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBORAH BAIRD CPA
ReturnHeader/ReturnTs02014-09-09T11:35:40-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,756
Liabilities
$0
Net assets
$31,756
Revenue
$3,110
Expenses
$3,322
Net income
-$212
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Summary only. Only limited summary data is available for this year.$38.9$0.00$0.00$0.40$0.40
2016Detailed filing. Detailed filing data is available for this year.$39.3$0.00$39.3$5.34$16.0$10.7
2015Detailed filing. Detailed filing data is available for this year.$50.4$0.00$50.4$11.5$0.92$10.6
2014Detailed filing. Detailed filing data is available for this year.$52.7$0.00$52.7$20.2$16.7$3.49
2013Detailed filing. Detailed filing data is available for this year.$31.8$0.00$31.8$3.11$3.32$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.9$32.9$6.92$3.95$2.97
2011Summary only. Only limited summary data is available for this year.$29.9$0.00$46.1$34.4$11.7