Civic Intelligence

Take Heart Foundation

990PF • Fiscal year 2019 • EIN 81-0993061

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 04, 2020

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

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

49th percentile

2.3%

Higher net margin than 49% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

73rd percentile

18%

Faster asset growth than 73% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

16th percentile

-34%

Faster revenue growth than 16% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$27,658

Up $4,148 (+18%) from 2018

Net Assets

Up

$27,658

Up $4,148 (+18%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin49th percentile

Revenue

Down

$179,859

Down $91,714 (-34%) from 2018

Expenses

Down

$175,711

Down $163,609 (-48%) from 2018

Net Income

Up

$4,148

Up $71,895 (+106%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

2019

Assets$27,658
Liabilities$1
Net Assets$27,658
Open 2019 Filing

Operations Trend

Revenue Growth16th percentile

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

2019

Revenue$179,859
Expenses$175,711
Net Income$4,148
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 4, 2020
Return Version
2019v5.1
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
2020-11-04
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 Appendix299 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/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd4X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd5X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0105705
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt17690
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt25000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt312000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt45000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt55000
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, 2019, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $170,000. This amount represents 25% or more of the Foundation's net assets of $23,606 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2019. 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 CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt04500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11204
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11204
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Blue Rock Charitable Foundation
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt02324 2nd Street Suite 2C
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Newtown
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0PA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd018940
TaxesSchedule/TaxesDetail/Amt07
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Extension for 2018
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH CARLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0vice president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-04
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/AtSubmissionCreationDeviceId02E580382B6EC9A3FAB9C3255FF56957C9676C3F6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E515D0965B869FF508796E5476410F6D857E7743
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId006391520203175000055
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-12
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.82.234.252
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/ReturnTs02020-11-12T16:29:32-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,658
Liabilities
$1
Net assets
$27,658
Revenue
$179,859
Expenses
$175,711
Net income
$4,148
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