Civic Intelligence

Heartspace Oc

EIN 83-1603004 • 501(c)3 • Irvine, CA

Profile

A holistic learning center providing diverse, high-quality classes, events, sessions and trainings, promoting expansive thinking, heart-centered awakening, self-growth, self-healing, self-connection and self-empowerment

18271 Mcdurmott West Ste G HIrvine, CA 92614

www.heartspaceoc.com

Siviq Scores

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

Liabilities / Assets

87th percentile

0.38x

Higher debt load relative to assets than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

77th percentile

0.04x

Higher debt load relative to revenue than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

58th percentile

6.2%

Higher net margin than 58% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets87th percentile

Assets

$6,899

No earlier filing loaded for comparison.

Liabilities

$2,603

No earlier filing loaded for comparison.

Net Assets

$4,296

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue77th percentileNet Margin58th percentile

Revenue

$68,885

No earlier filing loaded for comparison.

Expenses

$64,589

No earlier filing loaded for comparison.

Net Income

$4,296

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2018: $6,899Liabilities 2018: $2,603Net Assets 2018: $4,2962018

Highlighted filing

2018

Assets$6,899
Liabilities$2,603
Net Assets$4,296
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0Revenue 2018: $68,885Expenses 2018: $64,589Net Income 2018: $4,2962018

Highlighted filing

2018

Revenue$68,885
Expenses$64,589
Net Income$4,296
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,899
Liabilities
$2,603
Net assets
$4,296
Revenue
$68,885
Expenses
$64,589
Net income
$4,296
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$6.90$2.60$4.30$68.9$64.6$4.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 6, 2020
Return Version
2018v3.1
Gross Receipts
$68,885
Mission and Program Overview

Mission

A holistic learning center providing diverse, high-quality classes, events, sessions and trainings, promoting expansive thinking, heart-centered awakening, self-growth, self-healing, self-connection and self-empowerment

Program Services

DescriptionGrantsExpenses
TEACHING$50,608-
FAIRE$9,729-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEROME A WOODSPresident-$0--
JANET WHITENERDirector-$0--
JACK NAPOLIDirector-$0--
Filing and Contact Details

Filer

Filer Name
Heartspace Oc
EIN
83-1603004
Phone
9497525272
Address
18271 MCDURMOTT WEST STE G H, IRVINE, CA 92614

Signing Officer

Name
Jerome a Woods
Title
President
Signed
2020-07-06
Discuss with paid preparer
Yes

Preparer

Firm
Dutton Accountancy Corp
Address
940 Calle Negocio Suite 120, San Clemente, CA 92673
Preparer
Paul D Dutton CPA
Phone
9494921125
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $696”

Other Expenses.1002

“Office Expenses $352”

Other Expenses.1003

“Information Technology $993”

Other Expenses.1007

“Conferences, Conventions, and Meetings $525”

Other Expenses.1008

“Interest $75”

Other Expenses.1012

“Insurance $401”

Other Expenses.1

“ENLIGHTENED HEART $1780”

Other Expenses.2

“UTILITIES $976”

Other Expenses.3

“JANITORIAL $975”

Other Expenses.4

“MERCHANT FEES $968”

Other Expenses.5

“COMMISSION $765”

Other Expenses.6

“BANK CHARGES $549”

Other Expenses.7

“TELEPHONE $400”

Other Expenses.8

“DUES $45”

Other Assets.1007

“Receivables-Officers, Directors, Etc. - Beginning $0 Receivables-Officers, Directors, Etc. - Ending $273”

Total Liabilities.1

“CREDIT CARD - Beginning $0 CREDIT CARD - Ending $2603”

Raw XML Appendix154 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/PersonNm0JERRY WOODS
IRS990EZ/BooksInCareOfDetail/PhoneNum09497525272
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt018271 MCDURMOTT WEST STE G H
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0IRVINE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0926146754
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06626
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04296
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt032277
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06899
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt068885
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04296
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04296
IRS990EZ/OccupancyRentUtltsAndMaintAmt022812
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEROME A WOODS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JANET WHITENER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JACK NAPOLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0273
IRS990EZ/OtherExpensesTotalAmt09500
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0A HOLISTIC LEARNING CENTER PROVIDING DIVERSE, HIGH-QUALITY CLASSES, EVENTS, SESSIONS AND TRAININGS, PROMOTING EXPANSIVE THINKING, HEART-CENTERED AWAKENING, SELF-GROWTH, SELF-HEALING, SELF-CONNECTION AND SELF-EMPOWERMENT
IRS990EZ/ProgramServiceRevenueAmt068885
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TEACHING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FAIRE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt050608
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt19729
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02603
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt064589
IRS990EZ/TotalProgramServiceExpensesAmt060337
IRS990EZ/TotalRevenueAmt068885
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.HeartSpaceOC.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $696
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $352
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $993
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, Conventions, and Meetings $525
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Interest $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance $401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ENLIGHTENED HEART $1780
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7UTILITIES $976
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8JANITORIAL $975
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MERCHANT FEES $968
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10COMMISSION $765
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11BANK CHARGES $549
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TELEPHONE $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13DUES $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Receivables-Officers, Directors, Etc. - Beginning $0 Receivables-Officers, Directors, Etc. - Ending $273
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15CREDIT CARD - Beginning $0 CREDIT CARD - Ending $2603
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1008
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Assets.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.1
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEROME A WOODS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEARTSPACE OC
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0831603004
ReturnHeader/Filer/PhoneNum09497525272
ReturnHeader/Filer/USAddress/AddressLine1Txt018271 MCDURMOTT WEST STE G H
ReturnHeader/Filer/USAddress/CityNm0IRVINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092614
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Dutton Accountancy Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0940 Calle Negocio Suite 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Clemente
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092673
ReturnHeader/PreparerPersonGrp/PhoneNum09494921125
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL D DUTTON CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-07-06T17:01:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.