Civic Intelligence

Take Heart Foundation

EIN 81-0993061 • Wilmington, DE

Foundation Source 501 Silverside RdWilmington, DE 19809-1377
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2023

Net Margin

6th percentile

-389%

Higher net margin than 6% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2023

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

13th percentile

-68%

Faster revenue growth than 13% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $44,872 (-100%) from 2022

Liabilities

Down

$0

Down $1 (-100%) from 2022

Net Assets

Down

$0

Down $44,872 (-100%) from 2022

Operations
Liabilities / Revenue66th percentileNet Margin6th percentile

Revenue

Down

$11,526

Down $24,071 (-68%) from 2022

Expenses

Up

$56,398

Up $48,773 (+640%) from 2022

Net Income

Down

-$44,872

Down $72,844 (-260%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$100K$50K$0Assets 2017: $91,257Liabilities 2017: $0Net Assets 2017: $91,2572017Assets 2018: $23,510Liabilities 2018: $0Net Assets 2018: $23,5102018Assets 2019: $27,658Liabilities 2019: $1Net Assets 2019: $27,6582019Assets 2020: $58,473Liabilities 2020: $1Net Assets 2020: $58,4732020Assets 2021: $16,900Liabilities 2021: $1Net Assets 2021: $16,9002021Assets 2022: $44,872Liabilities 2022: $1Net Assets 2022: $44,8722022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth13th percentile

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

$400K$200K$0-$200KRevenue 2017: $181,233Expenses 2017: $125,397Net Income 2017: $55,8362017Revenue 2018: $271,573Expenses 2018: $339,320Net Income 2018: -$67,7472018Revenue 2019: $179,859Expenses 2019: $175,711Net Income 2019: $4,1482019Revenue 2020: $38,967Expenses 2020: $8,152Net Income 2020: $30,8152020Revenue 2021: $26,952Expenses 2021: $67,525Net Income 2021: -$40,5732021Revenue 2022: $35,597Expenses 2022: $7,625Net Income 2022: $27,9722022Revenue 2023: $11,526Expenses 2023: $56,398Net Income 2023: -$44,8722023

Highlighted filing

2023

Revenue$11,526
Expenses$56,398
Net Income-$44,872
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$11,526
Expenses
$56,398
Net income
-$44,872
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.12$0.56$0.45
2022Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.36$0.08$0.28
2021Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.27$0.68$0.41
2020Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.39$0.08$0.31
2019Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$1.80$1.76$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$2.72$3.39$0.68
2017Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$1.81$1.25$0.56
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 28, 2023
Signed
Aug 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katrina MS CarlsonPres, Dir, Sec, Treas-$0--
Kenneth CarlsonDir, VP-$0--
Filing and Contact Details

Filer

Filer Name
Take Heart Foundation
EIN
81-0993061
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
kenneth carlson
Title
vice president
Phone
8008391754
Signed
2024-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix214 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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LiquidationExplanationStmt/ExplanationTxt0The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending 12/28/2023, the Take Heart Foundation (the "Foundation") made distributions from assets from sources other than current income in complete liquidation. The Foundation filed the attached Certificate of Dissolution with the Secretary of State of Delaware on December 28, 2023. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. A final distribution of the Foundation's expected refund of $96 will be made as a grant to a 501(c)(3) public charity per IRS regulations.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
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ReturnHeader/BuildTS02024-08-08 14:25:15Z
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03333 New Hyde Park Rd Ste 406
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02024-08-30T06:46:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-28
ReturnHeader/TaxYr02023

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