Civic Intelligence

Heathmere Center for Cultural Engagement Inc.

990EZ • Fiscal year 2020 • EIN 82-4312401

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization ProfileHEATHMERE.ORG
401 Edgewater Pl No 140Wakefield, MA 01880

(978) 599-1046

Siviq Scores

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

Liabilities / Assets

71st percentile

0.06x

Higher debt load relative to assets than 71% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

60th percentile

0.01x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

9th percentile

-82%

Higher net margin than 9% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

88th percentile

$34,996

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 140.0% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

3rd percentile

-89%

Faster asset growth than 3% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

21st percentile

-52%

Faster revenue growth than 21% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$2,687

Down $21,453 (-89%) from 2019

Net Assets

Down

$2,537

Down $21,603 (-89%) from 2019

Liabilities

Up

$150

Up $150 from 2019

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin9th percentile

Revenue

Down

$25,000

Down $27,150 (-52%) from 2019

Expenses

Down

$45,602

Down $10,286 (-18%) from 2019

Net Income

Down

-$20,602

Down $16,864 (-451%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$80K$60K$40K$20K$0Assets 2019: $24,140Liabilities 2019: $0Net Assets 2019: $24,1402019Assets 2020: $2,687Liabilities 2020: $150Net Assets 2020: $2,5372020Assets 2021: $11,456Liabilities 2021: $0Net Assets 2021: $11,4562021Assets 2022: $8,559Liabilities 2022: $0Net Assets 2022: $8,5592022Assets 2023: $61,189Liabilities 2023: $3,745Net Assets 2023: $57,4442023Assets 2024: $8,746Liabilities 2024: $477Net Assets 2024: $8,2692024

Highlighted filing

2020

Assets$2,687
Liabilities$150
Net Assets$2,537
Open 2020 Filing

Operations Trend

Revenue Growth21st percentile

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

$150K$100K$50K$0-$50KRevenue 2019: $52,150Expenses 2019: $55,888Net Income 2019: -$3,7382019Revenue 2020: $25,000Expenses 2020: $45,602Net Income 2020: -$20,6022020Revenue 2021: $53,165Expenses 2021: $44,246Net Income 2021: $8,9192021Revenue 2022: $42,530Expenses 2022: $45,427Net Income 2022: -$2,8972022Revenue 2023: $109,998Expenses 2023: $61,113Net Income 2023: $48,8852023Revenue 2024: $53,755Expenses 2024: $102,930Net Income 2024: -$49,1752024

Highlighted filing

2020

Revenue$25,000
Expenses$45,602
Net Income-$20,602
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$25,000
Mission and Program Overview

Mission

Charitabable and educational purposes addressing cultural issues in our society that divide, by promoting diversity and respect through community education, dialogue, and service for the common good.

Program Services

DescriptionGrantsExpenses
CHARITABABLE AND EDUCATIONAL PURPOSES ADDRESSING CULTURAL ISSUES IN OUR SOCIETY THAT DIVIDE, BY PROMOTING DIVERSITY AND RESPECT THROUGH COMMUNITY EDUCATION, DIALOGUE, AND SERVICE FOR THE COMMON GOOD.$0$39,568
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAUREN SWAYNE BARTHOLDProgram DeveloperPT$34,996-$34,996
ANN D FERGUSONPresident | Founder-$0--
PETER RUDDTreasurer-$0--
PILAR PEREZClerk-$0--
KATHERINE KNUDSENDirector-$0--
JUDITH OLESONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Heathmere Center for Cultural
EIN
82-4312401
Phone
9785991046
Address
401 EDGEWATER PL NO 140, WAKEFIELD, MA 01880

Signing Officer

Name
Peter Rudd
Title
Treasurer
Phone
9782738825
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Kokinos Waterman Pc
Address
220 BROADWAY SUITE 101, LYNNFIELD, MA 01940-2352
Preparer
James Waterman CPA
Phone
7815817600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank fees. Amount: 971. Description: insurance. Amount: 233. Description: miscellaneous. Amount: 1,311. Description: payroll processing fees. Amount: 574. Description: payroll taxes. Amount: 3,096. Description: travel and meetings. Amount: 164. Total to form 990-ez, line 16: 6,349.”

Raw XML Appendix163 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/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt534996
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANN D FERGUSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PETER RUDD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PILAR PEREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHERINE KNUDSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JUDITH OLESON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LAUREN SWAYNE BARTHOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT | FOUNDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CLERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PROGRAM DEVELOPER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHARITABABLE AND EDUCATIONAL PURPOSES ADDRESSING CULTURAL ISSUES IN OUR SOCIETY THAT DIVIDE, BY PROMOTING DIVERSITY AND RESPECT THROUGH COMMUNITY EDUCATION, DIALOGUE, AND SERVICE FOR THE COMMON GOOD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt039568
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt034996
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01001
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0150
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt039568
IRS990EZ/TotalRevenueAmt025000
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HEATHMERE.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt025000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt052150
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt077150
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK FEES. AMOUNT: 971. DESCRIPTION: INSURANCE. AMOUNT: 233. DESCRIPTION: MISCELLANEOUS. AMOUNT: 1,311. DESCRIPTION: PAYROLL PROCESSING FEES. AMOUNT: 574. DESCRIPTION: PAYROLL TAXES. AMOUNT: 3,096. DESCRIPTION: TRAVEL AND MEETINGS. AMOUNT: 164. TOTAL TO FORM 990-EZ, LINE 16: 6,349.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER RUDD
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ReturnHeader/BusinessOfficerGrp/PhoneNum09782738825
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEATHMERE CENTER FOR CULTURAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ENGAGEMENT INC
ReturnHeader/Filer/BusinessNameControlTxt0HEAT
ReturnHeader/Filer/EIN0824312401
ReturnHeader/Filer/PhoneNum09785991046
ReturnHeader/Filer/USAddress/AddressLine1Txt0401 EDGEWATER PL NO 140
ReturnHeader/Filer/USAddress/CityNm0WAKEFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001880
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0821154822
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KOKINOS WATERMAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 BROADWAY SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LYNNFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0019402352
ReturnHeader/PreparerPersonGrp/PhoneNum07815817600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES WATERMAN CPA
ReturnHeader/ReturnTs02021-11-15T18:54:33-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PETER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RUDD
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,687
Liabilities
$150
Net assets
$2,537
Revenue
$25,000
Expenses
$45,602
Net income
-$20,602
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.08$0.54$1.03$0.49
2023Detailed filing. Detailed filing data is available for this year.$0.61$0.04$0.57$1.10$0.61$0.49
2022Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.43$0.45$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.53$0.44$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.25$0.46$0.21
2019Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.52$0.56$0.04