The Collective Heart

990EZ • Fiscal year 2016 • EIN 81-0642030

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization Profile WWW.THECOLLECTIVEHEART.ORG

PO Box 82926San Diego, CA 92138

(858) 270-2050

Siviq Scores

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

0.00x

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

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

0.00x

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

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

-86%

Higher net margin than 5% of similar nonprofits.

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

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

1026%

Faster asset growth than 99% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2016

-60%

Faster revenue growth than 7% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2016

Balance Sheet

Liabilities / Assets56th percentile

Assets

$1,427

Up $1,426 (+142600%) from 2013

Net Assets

$1,427

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin5th percentile

Revenue

Down

$7,108

Down $104,043 (-94%) from 2013

Expenses

Down

$13,203

Down $83,834 (-86%) from 2013

Net Income

Down

-$6,095

Down $20,209 (-143%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

Highlighted filing

2016

Assets$1,427

Liabilities$0

Net Assets$1,427

Open 2016 Filing

Operations Trend

Revenue Growth7th percentile

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

Highlighted filing

2016

Revenue$7,108

Expenses$13,203

Net Income-$6,095

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2016 to Dec 31, 2016
Signed: May 15, 2017
Return Version: 2016v3.0
Gross Receipts: $7,108

Mission and Program Overview

Mission

Inspire global collective transformation, unite humanity, and promote spiritual, emotional, and physical well-being by providing charitable contributions, education and coaching.

Program Services

Description	Grants	Expenses
INSPIRE GLOBAL COLLECTIVE TRANFORMATION, UNITE HUMANITY, AND PROMOTE SPIRITUAL, EMOTIONAL, AND PHYSICAL WELL-BEING BY PROVIDING CHARITABLE CONTRIBUTIONS, EDUCATION AND COACHING.	$7,108	$13,203

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
LOREE OBERLE EDWARDS	Treasurer, CAO	PT	$0	-	-
ALISHA SCHWARTZ	Director	-	$0	-	-
CONNIE VIVEROS	President	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Collective Heart
EIN: 81-0642030
Phone: 8582702050
Address: PO BOX 82926, San Diego, CA 92138

Signing Officer

Name: Loree Oberle Edwards
Title: Treasurer CAO
Phone: 8582702050
Signed: 2017-05-15

Preparer

Firm: Hrb Tax Group Inc
Address: 5252 BALBOA AVE STE 600, SAN DIEGO, CA 92117
Preparer: Katharine Gaunt
Phone: 8582794747

Supplemental Narrative

Additional Explanations

Form 990EZ, Page 1, Part I, Line 10, Grants and Similar Amounts Paid

“$10,090 total, $3.500 to girl up initiative, $6,590.46 to constance maria freeman ssn xxx-xx-xxxx”

Form 990EZ, Page 1, Part I, Line 16, Other Expenses

“$3,113 total for administration expenses and fees”

Form 990EZ, Page 2, Part II, Line 24, Other Assets Beginning

“$3,534 deposits in transit”

Form 990EZ, Page 2, Part II, Line 24, Other Assets - Ending

“$1,176 deposits in transit”

Form 990EZ, Page 2, Part II, Line 26, Total Liabilities - Beginning

“CREDIT CARD PAYABLE $707”

Form 990EZ, Page 2, Part III, Line 28, Statement of Program Service Accomplishments

“Inspire global collective transformation, unite humanity, and promote spiritual, emotional, and physical well-being by providing charitable contributions, education and coaching.”

Form 990EZ, Page 2, Part IV, List of Officers

“Treasurer lorlee oberle edwards, director alisha schwartz, president connie viveros”

Raw XML Appendix153 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/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/PersonNm	0	LOREE OBERLE EDWARDS
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	8582702050
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	PO BOX 82926
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	92138
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	4695
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	251
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	7108
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	-6095
IRS990EZ/FiledScheduleAInd	0	false
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	8229
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	1427
IRS990EZ/FundraisingGrossIncomeAmt	0	0
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	10090
IRS990EZ/GrossReceiptsAmt	0	7108
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartIVInd	0	X
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	7522
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	1427
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	7522
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	1427
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	LOREE OBERLE EDWARDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	ALISHA SCHWARTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	CONNIE VIVEROS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	TREASURER, CAO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	PRESIDENT
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	3534
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	1176
IRS990EZ/OtherExpensesTotalAmt	0	3113
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	INSPIRE GLOBAL COLLECTIVE TRANSFORMATION, UNITE HUMANITY, AND PROMOTE SPIRITUAL, EMOTIONAL, AND PHYSICAL WELL-BEING BY PROVIDING CHARITABLE CONTRIBUTIONS, EDUCATION AND COACHING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	INSPIRE GLOBAL COLLECTIVE TRANFORMATION, UNITE HUMANITY, AND PROMOTE SPIRITUAL, EMOTIONAL, AND PHYSICAL WELL-BEING BY PROVIDING CHARITABLE CONTRIBUTIONS, EDUCATION AND COACHING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	7108
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	13203
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/RelatedOrgSect527OrgInd	0	false
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	CA
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	707
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	13203
IRS990EZ/TotalProgramServiceExpensesAmt	0	13203
IRS990EZ/TotalRevenueAmt	0	7108
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	WWW.THECOLLECTIVEHEART.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	7110
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	31995
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	5935
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	111151
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	156191
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt	0	1
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt	0	1
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt	0	1
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt	0	1
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal509Amt	0	156191
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	7110
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	31995
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	5935
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	111151
IRS990ScheduleA/Total509Grp/TotalAmt	0	156191
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	7110
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	31995
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	5936
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	111151
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	156192
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	$10,090 TOTAL, $3.500 TO GIRL UP INITIATIVE, $6,590.46 TO CONSTANCE MARIA FREEMAN SSN XXX-XX-XXXX
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	$3,113 TOTAL FOR ADMINISTRATION EXPENSES AND FEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	$3,534 DEPOSITS IN TRANSIT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	$1,176 DEPOSITS IN TRANSIT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	CREDIT CARD PAYABLE $707
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	INSPIRE GLOBAL COLLECTIVE TRANSFORMATION, UNITE HUMANITY, AND PROMOTE SPIRITUAL, EMOTIONAL, AND PHYSICAL WELL-BEING BY PROVIDING CHARITABLE CONTRIBUTIONS, EDUCATION AND COACHING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	6	TREASURER LORLEE OBERLE EDWARDS, DIRECTOR ALISHA SCHWARTZ, PRESIDENT CONNIE VIVEROS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990EZ, PAGE 1, PART I, LINE 10, GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990EZ, PAGE 1, PART I, LINE 16, OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990EZ, PAGE 2, PART II, LINE 24, OTHER ASSETS BEGINNING
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990EZ, PAGE 2, PART II, LINE 24, OTHER ASSETS - ENDING
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	FORM 990EZ, PAGE 2, PART II, LINE 26, TOTAL LIABILITIES - BEGINNING
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	5	FORM 990EZ, PAGE 2, PART III, LINE 28, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	6	FORM 990EZ, PAGE 2, PART IV, LIST OF OFFICERS
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	LOREE OBERLE EDWARDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER CAO
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8582702050
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE COLLECTIVE HEART
ReturnHeader/Filer/BusinessNameControlTxt	0	COLL
ReturnHeader/Filer/EIN	0	810642030
ReturnHeader/Filer/PhoneNum	0	8582702050
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 82926
ReturnHeader/Filer/USAddress/CityNm	0	San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	92138
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	E180FF3497E047093ADC43AE3AD9F39884496D04
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	E180FF3497E047093ADC43AE3AD9F39884496D04
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	33737520171353589165
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2017-05-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	76.212.144.120
ReturnHeader/FilingSecurityInformation/IPDt	0	2017-10-04
ReturnHeader/FilingSecurityInformation/IPTm	0	18:10:03
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	5252 BALBOA AVE STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	92117
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8582794747
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2017-10-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Katharine Gaunt
ReturnHeader/ReturnTs	0	2017-10-04T22:45:43Z
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2016-01-01
ReturnHeader/TaxPeriodEndDt	0	2016-12-31
ReturnHeader/TaxYr	0	2016

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: $1,427
Liabilities: $0
Net assets: $1,427
Revenue: $7,108
Expenses: $13,203
Net income: -$6,095

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2016Detailed filing. Detailed filing data is available for this year.	$0.01	$0.00	$0.01	$0.07	$0.13	$0.06
2013Summary only. Only limited summary data is available for this year.	$0.00	$0.00		$1.11	$0.97	$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.19	$0.00	$0.19	$0.50	$0.40	$0.10