Civic Intelligence

Heart Step Foundation

990EZ • Fiscal year 2015 • EIN 77-0641946

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 25, 2016

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

36th percentile

-4.4%

Faster asset growth than 36% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

11th percentile

-43%

Faster revenue growth than 11% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$50,385

Down $2,307 (-4.4%) from 2014

Net Assets

Down

$50,385

Down $2,307 (-4.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin98th percentile

Revenue

Down

$11,503

Down $8,697 (-43%) from 2014

Expenses

Down

$922

Down $15,784 (-94%) from 2014

Net Income

Up

$10,581

Up $7,087 (+203%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2015

Assets$50,385
Liabilities$0
Net Assets$50,385
Open 2015 Filing

Operations Trend

Revenue Growth11th 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

2015

Revenue$11,503
Expenses$922
Net Income$10,581
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 25, 2016
Return Version
2015v2.1
Gross Receipts
$11,503
Mission and Program Overview

Mission

Helping the Under Provileged/Elderly

Program Services

DescriptionGrantsExpenses
NONE--
Compensation and Service Providers
Top Officer Pay75th 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
2016-03-25

Preparer

Firm
Deborah H Baird Pa CPA
Address
355 WOODRUFF RD STE 104, GREENVILLE, SC 29607
Preparer
Deborah Baird CPA
Phone
8642817858
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“OTHER INCOME 2755.”

Form 990EZ, Part I, Line 16

“Credit card bank charges 20. Depreciation 902.”

Form 990EZ, Part I, Line 20

“Adjust for assets no longer have on books -12888.”

Form 990EZ, Part II, Line 24

“Fixed assets 15203. 1414. Note receivable 33435. 33435. Account receivable 300.”

Raw XML Appendix138 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/BOYAmt04054
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015236
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08748
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010581
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt052692
IRS990EZ/Form990TotalAssetsGrp/EOYAmt050385
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt011503
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt052692
IRS990EZ/NetAssetsOrFundBalancesEOYAmt050385
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt052692
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt050385
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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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/BOYAmt048638
IRS990EZ/OtherAssetsTotalDetail/EOYAmt035149
IRS990EZ/OtherChangesInNetAssetsAmt0-12888
IRS990EZ/OtherExpensesTotalAmt0922
IRS990EZ/OtherRevenueTotalAmt02755
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HELPING THE UNDER PROVILEGED/ELDERLY
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NONE
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0922
IRS990EZ/TotalRevenueAmt011503
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.heartstep.org
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08748
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03110
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07480
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt046107
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt080345
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt080345
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt08748
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt014900
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03110
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07480
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt046107
IRS990ScheduleA/Total509Grp/TotalAmt080345
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt080345
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME 2755.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CREDIT CARD BANK CHARGES 20. DEPRECIATION 902.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADJUST FOR ASSETS NO LONGER HAVE ON BOOKS -12888.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FIXED ASSETS 15203. 1414. NOTE RECEIVABLE 33435. 33435. ACCOUNT RECEIVABLE 300.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTA COGDILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICERS
ReturnHeader/BusinessOfficerGrp/PhoneNum08646306323
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-25
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/AddressLine1Txt0355 WOODRUFF RD STE 104
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029607
ReturnHeader/PreparerPersonGrp/PhoneNum08642817858
ReturnHeader/PreparerPersonGrp/PreparationDt02016-04-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBORAH BAIRD CPA
ReturnHeader/ReturnTs02016-04-08T05:27:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,385
Liabilities
$0
Net assets
$50,385
Revenue
$11,503
Expenses
$922
Net income
$10,581
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