Liabilities / Assets
97th percentile
Higher debt load relative to assets than 97% of similar nonprofits.
Heartfelt Cardiac Connections
EIN 82-1469017 • 501(c)3 • Laguna Beach, CA
Profile
To save more lives through early detection, education, and increased public awareness of heart conditions and heart disease.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
3.04x
Liabilities / Revenue
97th percentile
Higher debt load relative to revenue than 97% of similar nonprofits.
Net Margin
40th percentile
Higher net margin than 40% of similar nonprofits.
Top Officer Pay
84th percentile
Higher top officer pay than 84% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
53rd percentile
Faster asset growth than 53% of similar nonprofits.
Revenue Growth
89th percentile
Faster revenue growth than 89% of similar nonprofits.
Balance Sheet
Assets
Down$113,579
Down $111 (-0.1%) from 2023
Liabilities
Up$345,128
Up $4,426 (+1.3%) from 2023
Net Assets
-$231,549
No earlier filing loaded for comparison.
Revenue
Up$185,345
Up $79,096 (+74%) from 2023
Expenses
Down$189,881
Down $6,295 (-3.2%) from 2023
Net Income
Up-$4,536
Up $85,391 (+95%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $113,579
- Liabilities
- $345,128
- Net assets
- -$231,549
- Revenue
- $185,345
- Expenses
- $189,881
- Net income
- -$4,536
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- May 13, 2025
- Return Version
- 2024v5.1
- Gross Receipts
- $188,123
Mission and Program Overview
Mission
To save more lives through early detection, education and increased public awareness of heart conditions and heart desease.
To save more lives through early detection, education, and increased public awareness of heart conditions and heart disease.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| In 2024, Heartfelt provided comprehensive cardiac evaluations to approximately 900 individuals. Over 260 low income and underserved families were supported. Notably, four individuals, a 55 year old woman, a 17 year old girl, a 5 year old boy and a 23 year old man, were identified with serious or life-threatening heart conditions. These life saving detections reinforce the critical need for accessible cardiac screenings in our communities. | - | $151,452 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Erin Holly Morrell | President | FT | $0 | - | - |
| Michelle Marie | Secretary | - | $0 | - | - |
| Kimberly Young | Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Heartfelt Cardiac Connections
- EIN
- 82-1469017
- Phone
- 9499333848
- Address
- 1278 Glenneyre Street 244, Laguna Beach, CA 92651
Signing Officer
- Name
- Erin Holly Morrell
- Title
- President
- Signed
- 2025-05-13
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Holmquist Liewald Llp
- Address
- 3415 CERRITOS AVE, LOS ALAMITOS, CA 90720
- Preparer
- Louise Liewald CPA
- Phone
- 5627994975
Supplemental Narrative
Additional Explanations
Other Expenses.1001
“Advertising and Promotion $423”
Other Expenses.1005
“Travel $106”
Other Expenses.1008
“Interest $25158”
Other Expenses.1009
“Depreciation $4678”
Other Expenses.1012
“Insurance $2306”
Other Expenses.1
“Screening Expenses $28123”
Other Expenses.2
“Auto Exp $3553”
Other Expenses.3
“Telephone $3522”
Other Expenses.4
“Meals $3437”
Other Expenses.6
“Gifts and Giveaways $1100”
Other Expenses.7
“Merchant Fees $972”
Other Expenses.8
“Website $905”
Other Expenses.10
“Filing Fees $275”
Other Expenses.11
“Payroll Processing $262”
Other Expenses.12
“Supplies $128”
Other Assets.1003
“Machinery and Equipment - Beginning $18330 Machinery and Equipment - Ending $13652”
Other Assets.1005
“Accounts Receivable - Beginning $1472 Accounts Receivable - Ending $0”
Total Liabilities.1001
“Accounts Payable and Accrued Expenses - Beginning $4896 Accounts Payable and Accrued Expenses - Ending $2956”
Total Liabilities.1008
“Unsecured Notes and Loans Payable - Beginning $335806 Unsecured Notes and Loans Payable - Ending $342172”
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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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| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
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| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
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| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 2778 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 4722 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
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| IRS990EZ/TanningServicesProvidedInd | 0 | false |
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| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
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| IRS990ScheduleA/First5Years170Ind | 0 | X |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Advertising and Promotion $423 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Travel $106 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Interest $25158 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Depreciation $4678 |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Auto Exp $3553 |
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| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1005 |
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| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.1 |
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| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Erin Holly Morrell |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-05-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Heartfelt Cardiac Connections |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | HEAR |
| ReturnHeader/Filer/EIN | 0 | 821469017 |
| ReturnHeader/Filer/PhoneNum | 0 | 9499333848 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1278 Glenneyre Street 244 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Laguna Beach |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 92651 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
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| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | HOLMQUIST LIEWALD LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 3415 CERRITOS AVE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | LOS ALAMITOS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 90720 |
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| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Louise Liewald CPA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2025-05-13T16:36:11-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.