Civic Intelligence

The Heart Trust Inc

EIN 82-3168697 • 501(c)3 • Loveland, OH

Pub. 78 Eligible990-N Coverage

Profile

Bringing the presence and revelation of god to the heart of man for intimate healing and sustainable growth.

9392 Greenhedge LaneLoveland, OH 45140

www.the-heart-trust.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

100th percentile

$119,130

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 66.6% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

78th percentile

23%

Faster asset growth than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$250,858

Up $46,211 (+23%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$250,858

Up $46,211 (+23%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin79th percentile

Revenue

Up

$178,898

Up $24,677 (+16%) from 2023

Expenses

Up

$132,687

Up $55,574 (+72%) from 2023

Net Income

Down

$46,211

Down $30,897 (-40%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2018: $18,808Liabilities 2018: $150Net Assets 2018: $18,6582018Assets 2019: $43,728Net Assets 2019: $43,7282019Assets 2020: $55,617Net Assets 2020: $55,6172020Assets 2021: $106,921Net Assets 2021: $106,9212021Assets 2022: $127,538Net Assets 2022: $127,5382022Assets 2023: $204,647Net Assets 2023: $204,6472023Assets 2024: $250,858Net Assets 2024: $250,8582024

Highlighted filing

2024

Assets$250,858
Liabilities-
Net Assets$250,858
Open 2024 Filing

Operations Trend

Revenue Growth69th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0Revenue 2018: $64,790Expenses 2018: $46,132Net Income 2018: $18,6582018Revenue 2019: $88,698Expenses 2019: $63,780Net Income 2019: $24,9182019Revenue 2020: $85,549Expenses 2020: $73,659Net Income 2020: $11,8902020Revenue 2021: $120,146Expenses 2021: $68,842Net Income 2021: $51,3042021Revenue 2022: $104,071Expenses 2022: $83,454Net Income 2022: $20,6172022Revenue 2023: $154,221Expenses 2023: $77,113Net Income 2023: $77,1082023Revenue 2024: $178,898Expenses 2024: $132,687Net Income 2024: $46,2112024

Highlighted filing

2024

Revenue$178,898
Expenses$132,687
Net Income$46,211
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$250,858
Liabilities
-
Net assets
$250,858
Revenue
$178,898
Expenses
$132,687
Net income
$46,211
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.51$2.51$1.79$1.33$0.46
2023Detailed filing. Detailed filing data is available for this year.$2.05$2.05$1.54$0.77$0.77
2022Detailed filing. Detailed filing data is available for this year.$1.28$1.28$1.04$0.83$0.21
2021Detailed filing. Detailed filing data is available for this year.$1.07$1.07$1.20$0.69$0.51
2020Detailed filing. Detailed filing data is available for this year.$0.56$0.56$0.86$0.74$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.44$0.44$0.89$0.64$0.25
2018Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.65$0.46$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.0
Gross Receipts
$178,898
Mission and Program Overview

Mission

Bringing the presence and revelation of god to the heart of man for intimate healing and sustainable growth.

Program Services

DescriptionGrantsExpenses
INDIVIDUALIZED, FACE TO FACE PASTORAL AND PERSONAL MINISTRY APPOINTMENTS. THESE MEETINGS INCLUDE APPOINTMENTS IN PERSON, OVER THE PHONE, AND VIA ZOOM.-$62,197
OTHER MISCELLANEOUS MINISTRY TO MEN AND COUPLES.-$45,611
HOSTED A WEEKLY MEN'S BIBLE STUDY / BLESSING / PRAYER MEETING. COMMUNION IS CELEBRATED ON A PERIODIC BASIS. PARTICIPATION IN WEEKLY INTERCESSION MEETINGS. IN ADDITION TO THESE BIBLE STUDY/PRAYER MEETINGS, THERE WAS PARTICIPATION IN CO-LEADING A WEEKLY HOUSE CHURCH GATHERING FOR THE YEAR.-$24,879
Compensation and Service Providers
Top Officer Pay100th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID SHELDONPresidentFT$57,942$61,188$119,130
JAMES LENHOFFTreasurer-$0--
STEPHANIE MCDONALDSecretary-$0--
SCOTT FENNELLTrustee-$0--
PAUL SMILEYTrustee-$0--
CHRIS HALTERTrustee-$0--
LORI HALTERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Heart Trust Inc
EIN
82-3168697
Phone
8598665007
Address
9392 GREENHEDGE LANE, LOVELAND, OH 45140

Signing Officer

Name
David Sheldon
Title
President
Phone
8598665007
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Scrogginsgrear Inc
Address
200 NORTHLAND BLVD, CINCINNATI, OH 45246
Preparer
Jill Anliker
Phone
5137717070
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses administrative costs 1,609 office supplies 627 travel 3,836 bank fees 2,770 gifts 1,207 resources/books/audio 1,255 meals 97 total 11,401”

Form 990-ez, Part II, Line 24

“Accounts receivable 43,062 107,138 receivables due from officers 350 350 total 43,412 107,488”

Form 990-ez, Part III

“Bringing the presence and revelation of god to the heart of man for intimate healing and sustainable growth.”

Form 990-ez, Part III, Line 29

“Hosted a weekly men's bible study / blessing / prayer meeting. Communion is celebrated on a periodic basis. Participation in weekly intercession meetings. In addition to these bible study/prayer meetings, there was participation in co-leading a weekly house church gathering for the year.”

Raw XML Appendix174 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOVELAND
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0true
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt061188
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LORI HALTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt043412
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0107488
IRS990EZ/OtherExpensesTotalAmt011401
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0BRINGING THE PRESENCE AND REVELATION OF GOD TO THE HEART OF MAN FOR INTIMATE HEALING AND SUSTAINABLE GROWTH.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0INDIVIDUALIZED, FACE TO FACE PASTORAL AND PERSONAL MINISTRY APPOINTMENTS. THESE MEETINGS INCLUDE APPOINTMENTS IN PERSON, OVER THE PHONE, AND VIA ZOOM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1HOSTED A WEEKLY MEN'S BIBLE STUDY / BLESSING / PRAYER MEETING. COMMUNION IS CELEBRATED ON A PERIODIC BASIS. PARTICIPATION IN WEEKLY INTERCESSION MEETINGS. IN ADDITION TO THESE BIBLE STUDY/PRAYER MEETINGS, THERE WAS PARTICIPATION IN CO-LEADING A WEEKLY HOUSE CHURCH GATHERING FOR THE YEAR.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt062197
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt124879
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0119130
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0132687
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IRS990EZ/TotalRevenueAmt0178898
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.THE-HEART-TRUST.COM
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt05464
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IRS990ScheduleA/TotalSupportAmt0637878
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0350
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt04350
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0DAVID SHELDON
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0OFFICER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0false
IRS990ScheduleL/TotalBalanceDueAmt0350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADMINISTRATIVE COSTS 1,609 OFFICE SUPPLIES 627 TRAVEL 3,836 BANK FEES 2,770 GIFTS 1,207 RESOURCES/BOOKS/AUDIO 1,255 MEALS 97 TOTAL 11,401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 43,062 107,138 RECEIVABLES DUE FROM OFFICERS 350 350 TOTAL 43,412 107,488
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BRINGING THE PRESENCE AND REVELATION OF GOD TO THE HEART OF MAN FOR INTIMATE HEALING AND SUSTAINABLE GROWTH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HOSTED A WEEKLY MEN'S BIBLE STUDY / BLESSING / PRAYER MEETING. COMMUNION IS CELEBRATED ON A PERIODIC BASIS. PARTICIPATION IN WEEKLY INTERCESSION MEETINGS. IN ADDITION TO THESE BIBLE STUDY/PRAYER MEETINGS, THERE WAS PARTICIPATION IN CO-LEADING A WEEKLY HOUSE CHURCH GATHERING FOR THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 29
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID SHELDON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08598665007
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HEART TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0823168697
ReturnHeader/Filer/PhoneNum08598665007
ReturnHeader/Filer/USAddress/AddressLine1Txt09392 GREENHEDGE LANE
ReturnHeader/Filer/USAddress/CityNm0LOVELAND
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ReturnHeader/Filer/USAddress/ZIPCd045140
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310795487
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCROGGINSGREAR INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 NORTHLAND BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045246
ReturnHeader/PreparerPersonGrp/PhoneNum05137717070
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JILL ANLIKER
ReturnHeader/ReturnTs02025-11-17T12:26:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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