Civic Intelligence

Hearts of Miromar Inc

EIN 80-0564922 • 501(c)7 • Miromar Lakes, FL

Profile

SOCIAL ORGANIZATION

9939 Isola WayMiromar Lakes, FL 33913

heartsofmiromar.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

58th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

59th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2025

Net Margin

63rd percentile

7.5%

Higher net margin than 63% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2025

Asset Growth

77th percentile

16%

Faster asset growth than 77% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

56th percentile

4.1%

Faster revenue growth than 56% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$42,661

Up $5,868 (+16%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$42,661

Up $5,868 (+16%) from 2023

Revenue

Up

$86,933

Up $3,268 (+3.9%) from 2023

Expenses

Up

$81,065

Up $7,197 (+9.7%) from 2023

Net Income

Down

$5,868

Down $3,929 (-40%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2016: $20,285Liabilities 2016: $02016Assets 2017: $11,874Liabilities 2017: $02017Assets 2018: $12,270Liabilities 2018: $02018Assets 2019: $22,517Liabilities 2019: $02019Assets 2020: $21,529Liabilities 2020: $02020Assets 2021: $19,400Liabilities 2021: $0Net Assets 2021: $19,4002021Assets 2022: $26,996Liabilities 2022: $0Net Assets 2022: $26,9962022Assets 2023: $36,793Liabilities 2023: $0Net Assets 2023: $36,7932023Assets 2024: $42,661Liabilities 2024: $0Net Assets 2024: $42,6612024

Highlighted filing

2024

Assets$42,661
Liabilities$0
Net Assets$42,661

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2016: $70,286Expenses 2016: $58,940Net Income 2016: $11,3462016Revenue 2017: $75,622Expenses 2017: $84,033Net Income 2017: -$8,4112017Revenue 2018: $58,274Expenses 2018: $57,878Net Income 2018: $3962018Revenue 2019: $72,298Expenses 2019: $62,051Net Income 2019: $10,2472019Revenue 2020: $62,170Expenses 2020: $63,157Net Income 2020: -$9872020Revenue 2021: $43,017Expenses 2021: $45,147Net Income 2021: -$2,1302021Revenue 2022: $51,712Expenses 2022: $44,116Net Income 2022: $7,5962022Revenue 2023: $83,665Expenses 2023: $73,868Net Income 2023: $9,7972023Revenue 2024: $86,933Expenses 2024: $81,065Net Income 2024: $5,8682024

Highlighted filing

2024

Revenue$86,933
Expenses$81,065
Net Income$5,868

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Aug 14, 2023
Return Version
2021v4.2
Gross Receipts
$51,712
Mission and Program Overview

Mission

SOCIAL ORGANIZATION

Program Services

DescriptionGrantsExpenses
MONTHLY LUNCHEONS - WE HOLD MONTHLY LUNCHEONS - PURPOSE IS TO FOSTER NEW FRIENDSHIPS AND ENHANCE OLD FRIENDSHIPS$0$0
SOCIAL EVENT - WE HOLD VARIOUS SOCIAL EVENTS EACH YEAR, SUCH AS KENTUCKY DERBY PARTY, NEWCOMERS EVENTS, HOLIDAY TEA, ETC.$0$0
WE DID NOT HOST A MAJOR FUNDRAISER THIS YEAR$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY LEFEVRECo-PresidentPT$0--
SHELLY HICKSCo-PresidentPT$0--
DIANE NELSONCo-Vice-PresidentPT$0--
DONNA RAINERCo-Vice-PresidentPT$0--
JACQUELINE RUGGLESCo-TreasurerPT$0--
PEGGY LOTZCo-TreasurerPT$0--
ELLEN CHESSICKSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Hearts of Miromar Inc
EIN
80-0564922
Phone
3097383805
Address
9939 ISOLA WAY, MIROMAR LAKES, FL 33913

Signing Officer

Name
Jacqueline Ruggles
Title
Co-treasurer
Phone
3097383805
Signed
2023-08-14
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
4550 E 53RD STREET SUITE 110, DAVENPORT, IA 52807
Preparer
Kelly Grell
Phone
5633224415
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: lunch income. Amount: 15,631. Description: income, other events. Amount: 7,512. Total to form 990-ez, line 8: 23,143.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: toys for kids. Amount given: 11,080.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: harry chapin food bank. Amount given: 675.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: foundation for lee county public schools. Amount given: 690.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: alliance for period supplies, swfl. Amount given: 1,130.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: our mother's home. Amount given: 305. Total included on form 990-ez, line 10: 13,880.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: lunch expenses. Amount: 17,948. Description: insurance. Amount: 2,203. Description: other events expenses. Amount: 6,802. Description: miscellaneous. Amount: 3,283. Total to form 990-ez, line 16: 30,236.

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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0JACQUELINE RUGGLES
IRS990EZ/BooksInCareOfDetail/PhoneNum03097383805
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt018081 VIA BELLAMARE LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MIROMAR LAKES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033913
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019400
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026996
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt02800
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt07596
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019400
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026996
IRS990EZ/FundraisingGrossIncomeAmt012569
IRS990EZ/GrantsAndSimilarAmountsPaidAmt013880
IRS990EZ/GrossReceiptsAmt051712
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt013200
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019400
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026996
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019400
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026996
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY LEFEVRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHELLY HICKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DIANE NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DONNA RAINER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JACQUELINE RUGGLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PEGGY LOTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ELLEN CHESSICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt030236
IRS990EZ/OtherRevenueTotalAmt023143
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SOCIAL ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MONTHLY LUNCHEONS - WE HOLD MONTHLY LUNCHEONS - PURPOSE IS TO FOSTER NEW FRIENDSHIPS AND ENHANCE OLD FRIENDSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SOCIAL EVENT - WE HOLD VARIOUS SOCIAL EVENTS EACH YEAR, SUCH AS KENTUCKY DERBY PARTY, NEWCOMERS EVENTS, HOLIDAY TEA, ETC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2WE DID NOT HOST A MAJOR FUNDRAISER THIS YEAR
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt012569
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt044116
IRS990EZ/TotalRevenueAmt051712
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HEARTSOFMIROMAR.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: LUNCH INCOME. AMOUNT: 15,631. DESCRIPTION: INCOME, OTHER EVENTS. AMOUNT: 7,512. TOTAL TO FORM 990-EZ, LINE 8: 23,143.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: TOYS FOR KIDS. AMOUNT GIVEN: 11,080.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: HARRY CHAPIN FOOD BANK. AMOUNT GIVEN: 675.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: . GRANTEE NAME: FOUNDATION FOR LEE COUNTY PUBLIC SCHOOLS. AMOUNT GIVEN: 690.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: . GRANTEE NAME: ALLIANCE FOR PERIOD SUPPLIES, SWFL. AMOUNT GIVEN: 1,130.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: . GRANTEE NAME: OUR MOTHER'S HOME. AMOUNT GIVEN: 305. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 13,880.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: LUNCH EXPENSES. AMOUNT: 17,948. DESCRIPTION: INSURANCE. AMOUNT: 2,203. DESCRIPTION: OTHER EVENTS EXPENSES. AMOUNT: 6,802. DESCRIPTION: MISCELLANEOUS. AMOUNT: 3,283. TOTAL TO FORM 990-EZ, LINE 16: 30,236.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JACQUELINE RUGGLES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03097383805
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEARTS OF MIROMAR INC
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0800564922
ReturnHeader/Filer/PhoneNum03097383805
ReturnHeader/Filer/USAddress/AddressLine1Txt09939 ISOLA WAY
ReturnHeader/Filer/USAddress/CityNm0MIROMAR LAKES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033913
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04550 E 53RD STREET SUITE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DAVENPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052807
ReturnHeader/PreparerPersonGrp/PhoneNum05633224415
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY GRELL
ReturnHeader/ReturnTs02023-08-15T08:17:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JACQUELINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RUGGLES
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.