Civic Intelligence

Take Heart Foundation

990PF • Fiscal year 2017 • EIN 81-0993061

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

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

84th percentile

31%

Higher net margin than 84% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

$91,257

No earlier filing loaded for comparison.

Net Assets

$91,257

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin84th percentile

Revenue

$181,233

No earlier filing loaded for comparison.

Expenses

$125,397

No earlier filing loaded for comparison.

Net Income

$55,836

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2017

Assets$91,257
Liabilities$0
Net Assets$91,257
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$181,233
Expenses$125,397
Net Income$55,836
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 7, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th 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
2018-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix333 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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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt35000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt420000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt520000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt69940
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LiquidationExplanationStmt/ExplanationTxt0As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The 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 December 31, 2017, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $120,000. This amount represents over 25% of the Foundation's net assets of $35,421 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2017. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt04500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0871
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1871
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Blue Rock Construction
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1First Methodist Church of Redding
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm2Reilly George
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm3Shoen Michael L
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm4W C F S Inc
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm5Reilly Ann
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm6Shoen Christa
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt02324 2nd St Pike
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt1PO Box 992716
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt21990 South Bundy Dr Suite 200
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt36719 E Malcomb Dr
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt48202 NW 16th Ave
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt51990 South Bundy Dr Suite 200
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt66719 E Malcomb Dr
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Newton
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1Redding
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm2Los Angeles
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm3Paradise Valley
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm4Vancouver
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm5Los Angeles
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm6Paradise Valley
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0PA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd2CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd3AZ
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd4WA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd5CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd6AZ
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd018940
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd196099
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd290025
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd385253
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd498665
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd590025
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd685253
TaxesSchedule/TaxesDetail/Amt01
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Extension for 2016
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH CARLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0vice president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Take Heart Foundation
ReturnHeader/Filer/BusinessNameControlTxt0TAKE
ReturnHeader/Filer/EIN0810993061
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08776116A3220F8F92B6869340FF540F084420A8B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0259C731B7C7CCB55DA46458F0098BC0D5A2501CB
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId006391520183195000051
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.187.244.114
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02018-11-15T12:59:29-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$91,257
Liabilities
$0
Net assets
$91,257
Revenue
$181,233
Expenses
$125,397
Net income
$55,836
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