Civic Intelligence

Heart Bar Foundation Inc.

990EZ • Fiscal year 2017 • EIN 82-0612129

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

Organization ProfileN/A
30526 Rolling Hills DriveValley Center, CA 92082

(760) 550-1078

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

96th percentile

73%

Higher net margin than 96% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$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 / AssetsScore unavailable

Assets

$3,346

No earlier filing loaded for comparison.

Net Assets

$3,346

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

$4,613

No earlier filing loaded for comparison.

Expenses

$1,267

No earlier filing loaded for comparison.

Net Income

$3,346

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.

$80K$60K$40K$20K$0Assets 2017: $3,346Net Assets 2017: $3,3462017Assets 2018: $2,496Net Assets 2018: $2,4962018Assets 2019: $29,546Net Assets 2019: $29,5462019Assets 2020: $42,226Net Assets 2020: $42,2262020Assets 2024: $73,469Liabilities 2024: $0Net Assets 2024: $74,3232024

Highlighted filing

2017

Assets$3,346
Liabilities-
Net Assets$3,346
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0-$20KRevenue 2017: $4,613Expenses 2017: $1,267Net Income 2017: $3,3462017Revenue 2018: $0Expenses 2018: $850Net Income 2018: -$8502018Revenue 2019: $51,441Expenses 2019: $64,391Net Income 2019: -$12,9502019Revenue 2020: $13,972Expenses 2020: $1,292Net Income 2020: $12,6802020Revenue 2024: $51,334Expenses 2024: $17,050Net Income 2024: $34,2842024

Highlighted filing

2017

Revenue$4,613
Expenses$1,267
Net Income$3,346
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.2
Gross Receipts
$4,613
Mission and Program Overview

Mission

Specific purpose of this corporation is to provide care and opportunities for horses and people affected by disability or death.

Program Services

DescriptionGrantsExpenses
GROOM'S FUNDRAISER FOR FAMILY DISASTER DUE TO EARTHQUAKE IN MEXICO. FOUNDATION THROUGH SOCIAL MEDIA AND WEBSITE RAISED AND DISTRIBUTED $4000.$1,200$4,000
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAISLEY J PHELPSPresident & CEO-$0--
DIANNE D SIMENDINGERCFO-$0--
DIANNE D SIMENDINGERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Heart Bar Foundation Inc
EIN
82-0612129
Phone
7605501078
Address
30526 ROLLING HILLS DRIVE, VALLEY CENTER, CA 92082

Signing Officer

Name
Paisley J Phelps
Title
President & CEO
Phone
7605501078
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
ACT Business Group Inc
Address
304 E Mission Rd Ste D, Fallbrook, CA 92028
Preparer
Blayne B Chenoweth CPA
Phone
7606922699
Supplemental Narrative

Additional Explanations

Other Expenses.1

“BANK SERVICE CHARGES $67”

Raw XML Appendix120 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0PAISLEY PHELPS
IRS990EZ/BooksInCareOfDetail/PhoneNum07605501078
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt030529 ALTA MESA DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VALLEY CENTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092082
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03346
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04613
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03346
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03346
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01200
IRS990EZ/GrossReceiptsAmt04613
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03346
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03346
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAISLEY J PHELPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DIANNE D SIMENDINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DIANNE D SIMENDINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt067
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SPECIFIC PURPOSE OF THIS CORPORATION IS TO PROVIDE CARE AND OPPORTUNITIES FOR HORSES AND PEOPLE AFFECTED BY DISABILITY OR DEATH.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GROOM'S FUNDRAISER FOR FAMILY DISASTER DUE TO EARTHQUAKE IN MEXICO. FOUNDATION THROUGH SOCIAL MEDIA AND WEBSITE RAISED AND DISTRIBUTED $4000.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01200
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01267
IRS990EZ/TotalProgramServiceExpensesAmt01200
IRS990EZ/TotalRevenueAmt04613
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04613
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04613
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt04613
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04613
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04613
IRS990ScheduleA/TotalSupportAmt04613
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BANK SERVICE CHARGES $67
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAISLEY J PHELPS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum07605501078
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEART BAR FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0820612129
ReturnHeader/Filer/PhoneNum07605501078
ReturnHeader/Filer/USAddress/AddressLine1Txt030526 ROLLING HILLS DRIVE
ReturnHeader/Filer/USAddress/CityNm0VALLEY CENTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092082
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272463473
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ACT Business Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0304 E Mission Rd Ste D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fallbrook
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092028
ReturnHeader/PreparerPersonGrp/PhoneNum07606922699
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Blayne B Chenoweth CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-15T14:45:33-08:00
ReturnHeader/ReturnTypeCd0990EZ
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,346
Liabilities
-
Net assets
$3,346
Revenue
$4,613
Expenses
$1,267
Net income
$3,346
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$73.5$0.00$74.3$51.3$17.1$34.3
2020Detailed filing. Detailed filing data is available for this year.$42.2$42.2$14.0$1.29$12.7
2019Detailed filing. Detailed filing data is available for this year.$29.5$29.5$51.4$64.4$13.0
2018Detailed filing. Detailed filing data is available for this year.$2.50$2.50$0.00$0.85$0.85
2017Detailed filing. Detailed filing data is available for this year.$3.35$3.35$4.61$1.27$3.35