Civic Intelligence

Heart Step Foundation

990EZ • Fiscal year 2016 • EIN 77-0641946

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 05, 2017

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

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

3rd percentile

-201%

Higher net margin than 3% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

19th percentile

-22%

Faster asset growth than 19% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-54%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$39,280

Down $11,105 (-22%) from 2015

Net Assets

Down

$39,280

Down $11,105 (-22%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin3rd percentile

Revenue

Down

$5,336

Down $6,167 (-54%) from 2015

Expenses

Up

$16,042

Up $15,120 (+1640%) from 2015

Net Income

Down

-$10,706

Down $21,287 (-201%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2016

Assets$39,280
Liabilities$0
Net Assets$39,280
Open 2016 Filing

Operations Trend

Revenue Growth9th 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

2016

Revenue$5,336
Expenses$16,042
Net Income-$10,706
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 5, 2017
Return Version
2016v3.0
Gross Receipts
$38,771
Mission and Program Overview

Mission

Helping the Under Provileged/Elderly

Program Services

DescriptionGrantsExpenses
Grants/ Awards - Individual Rebecca Nix, Washington Commons, Barbara Pruitt, Gift Cards Disaster Asst.,$9,742$9,742
SET FREE ALLIANCE/RESCUE CHILDREN IN INDIA FROM ROCK QUARRY SLAVERY$5,000$5,000
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
2017-08-05

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 10

“Rescue childre in india from rock quarry slavery; 501c3; set free allainace: 879 ne main street suit”

Form 990EZ, Part I, Line 10

“Heritage Propane; Grants to Individual; Barbara Pruitt: , , , ; , 523.”

Form 990EZ, Part I, Line 10

“Disaster Assistance; Gift Cards; : , , , ; , 1912.”

Form 990EZ, Part I, Line 10

“Purchase a Car with Insurance; Individual; Rebecca Nix: , , , ; , 6457.”

Form 990EZ, Part I, Line 10

“Washington Commons; Washington Commons; : , , , ; , 850.”

Form 990EZ, Part I, Line 10

“Utilities; Utilities; Rebecca Nix: , , , ; , 201.”

Form 990EZ, Part I, Line 16

“Action Item Costs 395.”

Form 990EZ, Part I, Line 16

“Depreciation 404.”

Form 990EZ, Part I, Line 20

“Prior Year Adjustment Depreciation -399.”

Form 990EZ, Part II, Line 24

“FIXED ASSETS 1414. 1010.”

Form 990EZ, Part II, Line 24

“Note receivable 33435. 33435.”

Form 990EZ, Part II, Line 24

“Account receivable 300. 300.”

Form 990EZ, Part II, Line 26

“PPA - Depreciation”

Raw XML Appendix174 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/BOYAmt015236
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04535
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05336
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt033435
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10706
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt050385
IRS990EZ/Form990TotalAssetsGrp/EOYAmt039280
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt014943
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt038771
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt050385
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039280
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt050385
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039280
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/BOYAmt035149
IRS990EZ/OtherAssetsTotalDetail/EOYAmt034745
IRS990EZ/OtherChangesInNetAssetsAmt0-399
IRS990EZ/OtherExpensesTotalAmt0799
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HELPING THE UNDER PROVILEGED/ELDERLY
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SET FREE ALLIANCE/RESCUE CHILDREN IN INDIA FROM ROCK QUARRY SLAVERY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Grants/ Awards - Individual Rebecca Nix, Washington Commons, Barbara Pruitt, Gift Cards Disaster Asst.,
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt19742
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19742
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt033435
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016042
IRS990EZ/TotalProgramServiceExpensesAmt014742
IRS990EZ/TotalRevenueAmt05336
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.heartstep.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05336
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08748
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03110
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07480
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt039574
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt039574
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05336
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt08748
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt014900
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03110
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt07480
IRS990ScheduleA/Total509Grp/TotalAmt039574
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt039574
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RESCUE CHILDRE IN INDIA FROM ROCK QUARRY SLAVERY; 501C3; SET FREE ALLAINACE: 879 NE MAIN STREET SUIT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Heritage Propane; Grants to Individual; Barbara Pruitt: , , , ; , 523.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Disaster Assistance; Gift Cards; : , , , ; , 1912.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Purchase a Car with Insurance; Individual; Rebecca Nix: , , , ; , 6457.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Washington Commons; Washington Commons; : , , , ; , 850.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Utilities; Utilities; Rebecca Nix: , , , ; , 201.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Action Item Costs 395.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Depreciation 404.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Prior Year Adjustment Depreciation -399.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9FIXED ASSETS 1414. 1010.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10NOTE RECEIVABLE 33435. 33435.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ACCOUNT RECEIVABLE 300. 300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PPA - Depreciation
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTA COGDILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICERS
ReturnHeader/BusinessOfficerGrp/PhoneNum08646306323
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-05
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0E412C0DE51C9D8242C57253BE85E07DB16445529
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E412C0DE51C9D8242C57253BE85E07DB16445529
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.85.77.173
ReturnHeader/FilingSecurityInformation/IPDt02017-09-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm009:14:03
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/PreparationDt02017-09-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBORAH BAIRD CPA
ReturnHeader/ReturnTs02017-09-01T09:14:07-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,280
Liabilities
$0
Net assets
$39,280
Revenue
$5,336
Expenses
$16,042
Net income
-$10,706
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