Civic Intelligence

Take Heart Foundation

990PF • Fiscal year 2022 • EIN 81-0993061

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 26, 2023

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.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

60th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

94th percentile

79%

Higher net margin than 94% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

95th percentile

166%

Faster asset growth than 95% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

68th percentile

32%

Faster revenue growth than 68% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$44,872

Up $27,972 (+166%) from 2021

Net Assets

Up

$44,872

Up $27,972 (+166%) from 2021

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin94th percentile

Revenue

Up

$35,597

Up $8,645 (+32%) from 2021

Expenses

Down

$7,625

Down $59,900 (-89%) from 2021

Net Income

Up

$27,972

Up $68,545 (+169%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth95th 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: $0Net Assets 2022: $44,8722022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2022

Assets$44,872
Liabilities$0
Net Assets$44,872
Open 2022 Filing

Operations Trend

Revenue Growth68th 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

2022

Revenue$35,597
Expenses$7,625
Net Income$27,972
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 26, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th 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
2023-10-26
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 Appendix226 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
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Form 990-PF, Part XII, Line 7
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1Form 990-PF, Part XII, Line 7
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0Form 990-PF, Part XII, Line 7
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1Form 990-PF, Part XII, Line 7
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Take Heart Foundation (the "Foundation") received grants totaling $8,000 in the taxable year ending December 31, 2021 from The Robert and Nancy Brooks Foundation and Sheila, Dave & Sherry Gold Foundation, each a private non-operating foundation. As reported in Part XII, Line 7, the Foundation hereby elects to treat $8,000 of December 31, 2017 qualifying distributions as distributions out of corpus as required by Internal Revenue Code Section 4942(g)(3) and Treasury Regulations Section 53.4942(a)-3(c)(2). See attached election to treat $8,000 of December 31, 2017 qualifying distributions as current distributions out of corpus. Additionally, as required, the Foundation has no remaining undistributed income for December 31, 2022. By: KENNETH CARLSON Title: VICE PRESIDENT
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1Election to Treat Unused Prior Year Corpus Distributions as Current Year Corpus Distributions Pursuant to Treasury Regulations Section 53.4942(a)-3(c)(2)(iv), Take Heart Foundation hereby elects to treat, as a current distribution out of corpus, the following unused prior year's distributions that were treated as corpus distributions under Treasury Regulations Section 53.4942(a)-3(d)(1)(iii) in such prior tax years: Tax Year: 2017 Amount: $8,000 By: KENNETH CARLSON Title: VICE PRESIDENT
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt016900
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt023388
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0351
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01152
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt023037
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt023388
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Katrina MS Carlson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Kenneth Carlson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres, Dir, Sec, Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Dir, VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wilmington
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt07525
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0586096
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt064007
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06246
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0173403
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0336066
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IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0707654
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0701280
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Sheila Dave Sherry Gold Foundati
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03940 Laurel Canyon Boulevard 139
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Studio City
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IRS990ScheduleB/GeneralRuleInd0X
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Extension for 2021
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kenneth Carlson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-26
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/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03333 New Hyde Park Rd Ste 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Hyde Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02023-10-31T13:56:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kenneth
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Carlson
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,872
Liabilities
$0
Net assets
$44,872
Revenue
$35,597
Expenses
$7,625
Net income
$27,972
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