Civic Intelligence

L Heart Foundation Inc.

990PF • Fiscal year 2017 • EIN 81-0522506

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 07, 2018

Organization Profile
PO Box 339Mcallister, MT 59740

(406) 682-4424

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

37th percentile

-0.9%

Higher net margin than 37% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

39th percentile

-0.1%

Faster asset growth than 39% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

92nd percentile

130%

Faster revenue growth than 92% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,439,638

Down $827 (-0.1%) from 2016

Net Assets

Down

$1,439,638

Down $827 (-0.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin37th percentile

Revenue

Up

$92,699

Up $52,319 (+130%) from 2016

Expenses

Down

$93,526

Down $12,994 (-12%) from 2016

Net Income

Up

-$827

Up $65,313 (+99%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,331,432Liabilities 2011: $02011Assets 2012: $1,306,363Liabilities 2012: $02012Assets 2013: $1,340,614Liabilities 2013: $02013Assets 2014: $1,587,431Liabilities 2014: $0Net Assets 2014: $1,587,4312014Assets 2015: $1,506,605Liabilities 2015: $0Net Assets 2015: $1,506,6052015Assets 2016: $1,440,465Liabilities 2016: $0Net Assets 2016: $1,440,4652016Assets 2017: $1,439,638Liabilities 2017: $0Net Assets 2017: $1,439,6382017Assets 2018: $1,519,627Liabilities 2018: $0Net Assets 2018: $1,519,6272018Assets 2019: $1,388,183Liabilities 2019: $0Net Assets 2019: $1,388,1832019Assets 2020: $1,338,762Liabilities 2020: $0Net Assets 2020: $1,338,7622020Assets 2021: $1,246,738Liabilities 2021: $0Net Assets 2021: $1,246,7382021Assets 2022: $4,165,717Liabilities 2022: $0Net Assets 2022: $4,165,7172022Assets 2023: $4,513,932Liabilities 2023: $0Net Assets 2023: $4,513,9322023Assets 2024: $4,840,171Liabilities 2024: $10,000Net Assets 2024: $4,830,1712024

Highlighted filing

2017

Assets$1,439,638
Liabilities$0
Net Assets$1,439,638
Open 2017 Filing

Operations Trend

Revenue Growth92nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $46,583Expenses 2011: $53,320Net Income 2011: -$6,7372011Revenue 2012: $68,331Expenses 2012: $93,400Net Income 2012: -$25,0692012Revenue 2013: $146,189Expenses 2013: $111,938Net Income 2013: $34,2512013Revenue 2014: $327,759Expenses 2014: $80,588Net Income 2014: $247,1712014Revenue 2015: $7,068Expenses 2015: $87,894Net Income 2015: -$80,8262015Revenue 2016: $40,380Expenses 2016: $106,520Net Income 2016: -$66,1402016Revenue 2017: $92,699Expenses 2017: $93,526Net Income 2017: -$8272017Revenue 2018: $183,989Expenses 2018: $104,000Net Income 2018: $79,9892018Revenue 2019: $15,614Expenses 2019: $147,058Net Income 2019: -$131,4442019Revenue 2020: $51,885Expenses 2020: $101,306Net Income 2020: -$49,4212020Revenue 2021: $49,241Expenses 2021: $141,265Net Income 2021: -$92,0242021Revenue 2022: $3,110,197Expenses 2022: $191,218Net Income 2022: $2,918,9792022Revenue 2023: $607,850Expenses 2023: $259,635Net Income 2023: $348,2152023Revenue 2024: $629,314Expenses 2024: $313,075Net Income 2024: $316,2392024

Highlighted filing

2017

Revenue$92,699
Expenses$93,526
Net Income-$827
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 7, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINN W KRIEGDirector-$0--
PENELOPE M HENNINGDirector-$0--
Filing and Contact Details

Filer

Filer Name
L Heart Foundation Inc
EIN
81-0522506
Phone
4066824424
Address
PO BOX 339, MCALLISTER, MT 59740

Signing Officer

Name
Linn W Krieg
Title
Director
Signed
2018-08-07
Discuss with paid preparer
Yes

Preparer

Firm
Holmes & Turner
Address
1283 N 14th Avenue Ste 201, Bozeman, MT 59715
Preparer
Laura Thomas
Phone
4065874265
Raw XML Appendix318 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.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0One Waterfowl Way
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16901 Goldenstein Lane
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt232 S Rouse Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt35625 Expressway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4211 N Main
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51549 East Cameron Bridge R
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt642-600 Cook Street 203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7305 N Main
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO Box 1188
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9305 N Main
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10777 6th Street NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Memphis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Bozeman
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Bozeman
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Missoula
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Ennis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Belgrade
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Palm Desert
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Ennis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Ennis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Ennis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd038120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd159715
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd259715
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd359808
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd459729
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd559714
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd692211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd759729
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd859729
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd959729
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1020001
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt089500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06435
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt087091
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0109062
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt093526
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0102627
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt087091
TaxesSchedule/TaxesDetail/Amt0217
TaxesSchedule/TaxesDetail/Amt1381
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Income Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0217
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1381
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0217
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1381
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINN W KRIEG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0L HEART FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LHEA
ReturnHeader/Filer/EIN0810522506
ReturnHeader/Filer/PhoneNum04066824424
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 339
ReturnHeader/Filer/USAddress/CityNm0MCALLISTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059740
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810347988
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Holmes & Turner
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01283 N 14th Avenue Ste 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bozeman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059715
ReturnHeader/PreparerPersonGrp/PhoneNum04065874265
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laura Thomas
ReturnHeader/ReturnTs02018-08-07T08:59:26-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,439,638
Liabilities
$0
Net assets
$1,439,638
Revenue
$92,699
Expenses
$93,526
Net income
-$827
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.84$0.01$4.83$0.63$0.31$0.32
2023Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.61$0.26$0.35
2022Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$3.11$0.19$2.92
2021Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.05$0.14$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.05$0.10$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.02$0.15$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.18$0.10$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.09$0.09$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.04$0.11$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.01$0.09$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.33$0.08$0.25
2013Summary only. Only limited summary data is available for this year.$1.34$0.00$0.15$0.11$0.03
2012Summary only. Only limited summary data is available for this year.$1.31$0.00$0.07$0.09$0.03
2011Summary only. Only limited summary data is available for this year.$1.33$0.00$0.05$0.05$0.01