Civic Intelligence

Heart Step Foundation

990EZ • Fiscal year 2014 • EIN 77-0641946

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 23, 2015

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

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

74th percentile

17%

Higher net margin than 74% of similar nonprofits.

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

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

87th percentile

66%

Faster asset growth than 87% of similar nonprofits.

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

Revenue Growth

99th percentile

550%

Faster revenue growth than 99% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$52,692

Up $20,936 (+66%) from 2013

Net Assets

Up

$52,692

Up $20,936 (+66%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin74th percentile

Revenue

Up

$20,200

Up $17,090 (+550%) from 2013

Expenses

Up

$16,706

Up $13,384 (+403%) from 2013

Net Income

Up

$3,494

Up $3,706 (+1748%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2014

Assets$52,692
Liabilities$0
Net Assets$52,692
Open 2014 Filing

Operations Trend

Revenue Growth99th 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

2014

Revenue$20,200
Expenses$16,706
Net Income$3,494
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 23, 2015
Return Version
2014v5.0
Gross Receipts
$53,635
Mission and Program Overview

Mission

Helping the Under Provileged/Elderly

Program Services

DescriptionGrantsExpenses
BEACHBALL FOUNDATION$5,758$5,758
BRACES UNDER PROVILEGED$5,382$5,382
AWARDS/GRANTS - INDIVIDUAL$518$518
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

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

Filer

Filer Name
Heart Step Foundation
EIN
77-0641946
Phone
8646306323
Address
2430 EAST NORTH STREET, GREENVILLE, SC 29601

Signing Officer

Name
Krista Cogdill
Title
Officers
Phone
8646306323
Signed
2015-03-23

Preparer

Firm
Deborah H Baird Pa CPA
Address
1 CREEKVIEW CT STE C, GREENVILLE, SC 29615-4839
Preparer
Deborah Baird CPA
Phone
8642817858
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Gain on sale of investment 5300.”

Form 990EZ, Part I, Line 10

“Helping the under provileged/elderly awards/grants 11658.”

Form 990EZ, Part I, Line 16

“Taxes - other 3193. Depreciation 1811. Credit card bank charges 44.”

Form 990EZ, Part I, Line 20

“Cost basis in sale of investment 28134. Prior period adjustment -10692.”

Form 990EZ, Part II, Line 24

“Fixed assets 15203. Note receivable 33435.”

Raw XML Appendix151 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/PersonNm0KRISTA COGDILL
IRS990EZ/BooksInCareOfDetail/PhoneNum08643465732
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02430 EAST NORTH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GREENVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029601
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04048
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03494
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt011658
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt053635
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031756
IRS990EZ/NetAssetsOrFundBalancesEOYAmt052692
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031756
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt052692
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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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/BOYAmt027708
IRS990EZ/OtherAssetsTotalDetail/EOYAmt048638
IRS990EZ/OtherChangesInNetAssetsAmt017442
IRS990EZ/OtherExpensesTotalAmt05048
IRS990EZ/OtherRevenueTotalAmt05300
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Helping the Under Provileged/Elderly
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BEACHBALL FOUNDATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1BRACES UNDER PROVILEGED
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2AWARDS/GRANTS - INDIVIDUAL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05758
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15382
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt2518
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05758
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15382
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2518
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt033435
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016706
IRS990EZ/TotalProgramServiceExpensesAmt011658
IRS990EZ/TotalRevenueAmt020200
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.heartstep.org
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03110
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07480
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt046107
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt015205
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt086802
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt086802
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt014900
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03110
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt07480
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt046107
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt015205
IRS990ScheduleA/Total509Grp/TotalAmt086802
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt086802
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GAIN ON SALE OF INVESTMENT 5300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HELPING THE UNDER PROVILEGED/ELDERLY AWARDS/GRANTS 11658.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TAXES - OTHER 3193. DEPRECIATION 1811. CREDIT CARD BANK CHARGES 44.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COST BASIS IN SALE OF INVESTMENT 28134. PRIOR PERIOD ADJUSTMENT -10692.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FIXED ASSETS 15203. NOTE RECEIVABLE 33435.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTA COGDILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICERS
ReturnHeader/BusinessOfficerGrp/PhoneNum08646306323
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEART STEP FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0770641946
ReturnHeader/Filer/PhoneNum08646306323
ReturnHeader/Filer/USAddress/AddressLine1Txt02430 EAST NORTH STREET
ReturnHeader/Filer/USAddress/CityNm0GREENVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029601
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEBORAH H BAIRD PA CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 CREEKVIEW CT STE C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0296154839
ReturnHeader/PreparerPersonGrp/PhoneNum08642817858
ReturnHeader/PreparerPersonGrp/PreparationDt02015-07-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBORAH BAIRD CPA
ReturnHeader/ReturnTs02015-07-09T11:13:28-07:00
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
$52,692
Liabilities
$0
Net assets
$52,692
Revenue
$20,200
Expenses
$16,706
Net income
$3,494
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