Civic Intelligence

Mindful Heart Programs

990EZ • Fiscal year 2022 • EIN 82-2949097

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 12, 2023

PO Box 30463Santa Barbara, CA 93103

(805) 453-1813

Siviq Scores

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

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

72nd percentile

22%

Higher net margin than 72% of similar nonprofits.

2022 filings • 501(c)3 • <$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 • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

75th percentile

26%

Faster asset growth than 75% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

8th percentile

-64%

Faster revenue growth than 8% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$17,747

Up $3,615 (+26%) from 2021

Net Assets

Up

$17,620

Up $3,615 (+26%) from 2021

Liabilities

Flat

$127

Flat from 2021

Revenue

Down

$16,633

Down $30,043 (-64%) from 2021

Expenses

Down

$13,018

Down $82,876 (-86%) from 2021

Net Income

Up

$3,615

Up $52,833 (+107%) from 2021

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2018: $12,943Liabilities 2018: $0Net Assets 2018: $12,9432018Assets 2019: $57,245Liabilities 2019: $0Net Assets 2019: $57,2452019Assets 2020: $64,182Liabilities 2020: $959Net Assets 2020: $63,2232020Assets 2021: $14,132Liabilities 2021: $127Net Assets 2021: $14,0052021Assets 2022: $17,747Liabilities 2022: $127Net Assets 2022: $17,6202022

Highlighted filing

2022

Assets$17,747
Liabilities$127
Net Assets$17,620

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2018: $96,784Expenses 2018: $85,164Net Income 2018: $11,6202018Revenue 2019: $103,924Expenses 2019: $59,622Net Income 2019: $44,3022019Revenue 2020: $78,260Expenses 2020: $72,282Net Income 2020: $5,9782020Revenue 2021: $46,676Expenses 2021: $95,894Net Income 2021: -$49,2182021Revenue 2022: $16,633Expenses 2022: $13,018Net Income 2022: $3,6152022

Highlighted filing

2022

Revenue$16,633
Expenses$13,018
Net Income$3,615
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 12, 2023
Return Version
2022v5.0
Gross Receipts
$16,633
Mission and Program Overview

Mission

The organizations primary exempt purpose:providing meditation practice and training to the community and in local schools

Program Services

DescriptionGrantsExpenses
TEACH, PROVIDE AND TRAIN TEACHERS IN MEDITATION, GRATITUDE, COMPASSION, AND MINDFULNESS PRACTICES THROUGH IN-SCHOOL TRAINING, COMMUNITY WORKSHOPS, AND RETREATS.-$5,700
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Arnold JaffePresident-$0--
Leslie EdgertonSecretary-$0--
Peter MorenoTreasurer-$0--
Elizabeth AltmanDirector-$0--
Lily CareyDirector-$0--
Leslie EdwardsDirector-$0--
Radhule WeiningerDirectorPT$0--
Philip BlackAdvisor-$0--
Michael KearneyAdvisorPT$0--
Mary McMasterFormer Officer-$0--
Filing and Contact Details

Filer

Filer Name
Mindful Heart Programs
EIN
82-2949097
Phone
8054531813
Address
PO Box 30463, Santa Barbara, CA 93103

Signing Officer

Name
Peter Moreno
Title
Treasurer
Signed
2023-04-12
Discuss with paid preparer
Yes

Preparer

Firm
Scott Krivis & Company
Address
20700 Ventura Blvd 234, Woodland Hills, CA 91364
Preparer
Michelle Balde
Phone
8185947200
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $100

Other Expenses.1012

Insurance $3450

Other Expenses.1

Computer software and internet $1657

Other Expenses.2

CONTRACTORS $1500

Other Expenses.3

BANK CHARGES $96

Other Expenses.4

TAXES AND LICENSES $75

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $127 Accounts Payable and Accrued Expenses - Ending $127

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $3450
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Peter Moreno
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MINDFUL HEART PROGRAMS
ReturnHeader/Filer/BusinessNameControlTxt0MIND
ReturnHeader/Filer/EIN0822949097
ReturnHeader/Filer/PhoneNum08054531813
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093103
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020700 Ventura Blvd 234
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Woodland Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091364
ReturnHeader/PreparerPersonGrp/PhoneNum08185947200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michelle Balde
ReturnHeader/ReturnTs02023-04-12T09:32:37-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Peter
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Moreno
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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