Civic Intelligence

Second Heart Homes Inc.

990 • Fiscal year 2021 • EIN 84-1848246

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 20, 2022

Organization ProfileWWW.SECONDHEARTHOMES.ORG
PO Box 3886Sarasota, FL 34230-3886

(941) 201-9353

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,699,598

Flat from 2021

Net Assets

Flat

$969,346

Flat from 2021

Liabilities

Flat

$730,252

Flat from 2021

Revenue And Expenses

Revenue

Flat

$1,159,715

Flat from 2021

Expenses

Flat

$333,245

Flat from 2021

Net Income

Flat

$826,470

Flat from 2021

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2019: $14,234Liabilities 2019: $5,4502019Assets 2020: $614,893Liabilities 2020: $474,774Net Assets 2020: $140,1192020Assets 2021: $1,699,598Liabilities 2021: $730,252Net Assets 2021: $969,3462021Assets 2021: $1,699,598Liabilities 2021: $730,252Net Assets 2021: $969,3462021Assets 2022: $2,193,628Liabilities 2022: $522,402Net Assets 2022: $1,671,2262022Assets 2023: $3,196,630Liabilities 2023: $475,623Net Assets 2023: $2,721,0072023Assets 2024: $4,806,966Liabilities 2024: $323,507Net Assets 2024: $4,483,4592024

Highlighted filing

2021

Assets$1,699,598
Liabilities$730,252
Net Assets$969,346
Open 2021 Filing

Operations Trend

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

$3.0M$2.0M$1.0M$0Revenue 2019: $9,680Expenses 2019: $896Net Income 2019: $8,7842019Revenue 2020: $315,883Expenses 2020: $184,528Net Income 2020: $131,3552020Revenue 2021: $1,159,715Expenses 2021: $333,245Net Income 2021: $826,4702021Revenue 2021: $1,159,715Expenses 2021: $333,245Net Income 2021: $826,4702021Revenue 2022: $1,321,310Expenses 2022: $619,430Net Income 2022: $701,8802022Revenue 2023: $1,893,085Expenses 2023: $863,929Net Income 2023: $1,029,1562023Revenue 2024: $2,960,130Expenses 2024: $1,209,423Net Income 2024: $1,750,7072024

Highlighted filing

2021

Revenue$1,159,715
Expenses$333,245
Net Income$826,470
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 20, 2022
Return Version
2021v4.0
Gross Receipts
$1,159,715
Mission and Program Overview

Mission

The mission of second heart homes is to revive the dignity of homeless adults with mental illnesses through housing, support, and love.

To restore dignity and independence to the homeless and mental health population through housing with supportive servies. Provide services that enhance the quality of like through ewellness checks and target skill builing related to job-seeking, cooking, cleaning, art instruciton and community engagement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$475,824$1,339,565▲ $863,741
Loans From Officers Directors$470,000$577,000▲ $107,000
Savings and Temporary Cash Investments$112,998$341,528▲ $228,530
Investments in Publicly Traded Securities$21,335--
Prepaid Expenses and Deferred Charges$3,465$12,202▲ $8,737
Cash and Non-Interest-Bearing Accounts$458$465▲ $7
Total Assets$614,893$1,699,598▲ $1,084,705
Other Assets Total$813$5,838▲ $5,025
Liabilities
Mortgage Notes Payable Secured by Investment Property-$149,420-
Accounts Payable and Accrued Expenses$2,110$2,961▲ $851
Deferred Revenue$2,664$871▼ $1,793
Total Liabilities$474,774$730,252▲ $255,478
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$140,119$969,346▲ $829,227
Total Net Assets Fund Balance$140,119$969,346▲ $829,227
Total Liabilities and Net Assets / Fund Balance$614,893$1,699,598▲ $1,084,705

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,025,437$27,297$1,052,734
Land$297,772-$297,772
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Megan HowellExecutive DiFT$75,107$75,107

Board Members and Trustees

NameTitle
David LyonsDirector
David WelleDirector
Erika QuartermaineDirector
Jim DoyleDirector
Kurt BonnerDirector
Leslie TravisDirector
Thomas TryonDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$980,821
Program Service Revenue
$178,821
Investment Income
$5
Other Revenue
$68
All Other Contributions
$980,821
Change in Net Assets
$826,470
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$190,554
Salaries, Compensation, and Employee Benefits$142,691
Total Fundraising Expense$18,501
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$45,064$22,532$7,511$75,107
Other Salaries and Wages$26,947$13,474$4,491$44,912
Depreciation Depletion$20,627$2,292-$22,919
Interest$17,240$1,915-$19,155
All Other Expenses$15,830$2,263$940$19,033
Occupancy$15,393$1,710-$17,103
Insurance$14,490$1,610-$16,100
Payroll Taxes$7,019$3,509$1,170$11,698
Other Employee Benefits$6,584$3,292$1,098$10,974
Other Expenses$10,736$1,273$1,272$10,736
Fees for Services Other$1,165$7,717$964$9,846
Advertising-$3,918$980$4,898
Travel$3,926--$3,926
Office Expenses--$75$75
Total Functional Expenses$249,239$65,505$18,501$333,245
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Jim DoyleDirectorLoan ProvidedNo$55,000
David WelleDirectorLoan ProvidedNo$52,000

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$470,000$577,000▲ $107,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Megan howell leslie travis exec direct. Director daughter/mother”

Form 990, Page 6, Part VI, Line 11B

“The 990 was reviewed by two members of our board of directors.”

Form 990, Page 6, Part VI, Line 12C

“All directors, officers and key employees are required to annually review our conflict of interest policy. All are required to disclose any potential conflicts of interest to the board. The board will then review and approve or disapprove of the activity at a regular schedule or special meeting.”

Form 990, Page 6, Part VI, Line 15A

“The compensation of the executve director and key employees is determined by the board (excluding related family member leslie travis for the executive director). Compensation is based upon merit and sucessful outcomes. Performance reviews are utilitzed for this purpose.”

Form 990, Page 6, Part VI, Line 19

“The governning documents are available to the public by providing them to guidestar and the giving partner through the community foundation of sarasota. These are also available upon request.”

Filing and Contact Details

Filer

Filer Name
Second Heart Homes Inc
EIN
84-1848246
Phone
9412019353
Address
PO BOX 3886, SARASOTA, FL 34230-3886

Signing Officer

Name
Megan Howell
Title
Executive Director
Phone
9412019353
Signed
2022-07-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Megan Howell
Formed
2019
Voting Board Members
7
Independent Board Members
7
Employees
7
Volunteers
15

Preparer

Firm
Miller & Miller Pa CPA
Address
1800 2ND ST STE 720, SARASOTA, FL 34236-5966
Preparer
Marc a Miller
Phone
9413664152
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item B

“The return is being amended to change various questions on form 990.”

FORM 990 - ORGANIZATION'S MISSION

“To restore the dignity and independence to the homeless and mental health population through housing with supportive services. We provide social serves that enhance quality of life by utilization of daily targeted case managemnet and skill-building activities including but not limited to: job-seeking activities, service navigation, computer literacy, time management, financial planning, art community engagement, cooking, cleaning, and peer support.”

Raw XML AppendixShowing 400 of 451 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02110
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02961
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO RESTORE DIGNITY AND INDEPENDENCE TO THE HOMELESS AND MENTAL HEALTH POPULATION THROUGH HOUSING WITH SUPPORTIVE SERVIES. PROVIDE SERVICES THAT ENHANCE THE QUALITY OF LIKE THROUGH EWELLNESS CHECKS AND TARGET SKILL BUILING RELATED TO JOB-SEEKING, COOKING, CLEANING, ART INSTRUCITON AND COMMUNITY ENGAGEMENT.
IRS990/AdvertisingGrp/FundraisingAmt0980
IRS990/AdvertisingGrp/ManagementAndGeneralAmt03918
IRS990/AdvertisingGrp/TotalAmt04898
IRS990/AllOtherContributionsAmt0980821
IRS990/AllOtherExpensesGrp/FundraisingAmt0940
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02263
IRS990/AllOtherExpensesGrp/ProgramServicesAmt015830
IRS990/AllOtherExpensesGrp/TotalAmt019033
IRS990/AmendedReturnInd0X
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0MEGAN HOWELL
IRS990/BooksInCareOfDetail/PhoneNum09412019353
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03814 CHAPEL DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SARASOTA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd034234
IRS990/BusinessRlnWith35CtrlEntInd0true
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0true
IRS990/CashNonInterestBearingGrp/BOYAmt0458
IRS990/CashNonInterestBearingGrp/EOYAmt0465
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt07511
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt022532
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt045064
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt075107
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0980821
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt05
IRS990/CYOtherExpensesAmt0190554
IRS990/CYOtherRevenueAmt068
IRS990/CYProgramServiceRevenueAmt0178821
IRS990/CYRevenuesLessExpensesAmt0826470
IRS990/CYSalariesCompEmpBnftPaidAmt0142691
IRS990/CYTotalExpensesAmt0333245
IRS990/CYTotalFundraisingExpenseAmt018501
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01159715
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt02664
IRS990/DeferredRevenueGrp/EOYAmt0871
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02292
IRS990/DepreciationDepletionGrp/ProgramServicesAmt020627
IRS990/DepreciationDepletionGrp/TotalAmt022919
IRS990/Desc0THE SECOND HEART PROGRAM SERVES THE HOMELESS AND MENTAL HEALTH POPULATION BY COMBINING HOUSING WITH SUPPORT TO IMPROVE SKILL SETS AND FOSTER SELF- SUFFICIENCY WHILE ENHANCING QUALITY OF LIFE. DAILY TARGETED CASE MANAGEMENT, MENTORSHIP, WORKSHOPS AND ART ARE INTEGRATED TO PROMOTE INDEPENDENCE. SECOND HEART HOMES WAS ABLE TO EXPAND ITS PROGRAM TO SERVE 12 WOMEN IN 2021 THROUGH THE PURCHASE OF 2 ADDITIONAL PROPERTIES. AT LEAST 15 CLIENTS HAVE MOVED INTO PERMANENT HOUSING WHILE 11 CLIENTS ARE STILL IN THE PROGRAM DUE TO NEEDING LONGER SUPPORT. 10 OF OUR CLIENTS WERE ABLE TO GRADUATE A DUAL MENTAL HEALTH JAIL DIVERSION PROGRAM AND THERE HAS BEEN A SIGNIFICANT DECREASE IN ARRESTS, HOSPITALIZATIONS, PANHANDLING AND HIGH RESOURCE USE.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt07
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0249239
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FeesForServicesOtherGrp/FundraisingAmt0964
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt07717
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01165
IRS990/FeesForServicesOtherGrp/TotalAmt09846
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt74.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0MEGAN HOWELL
IRS990/Form990PartVIISectionAGrp/PersonNm1KURT BONNER
IRS990/Form990PartVIISectionAGrp/PersonNm2JIM DOYLE
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID LYONS
IRS990/Form990PartVIISectionAGrp/PersonNm4ERIKA QUARTERMAINE
IRS990/Form990PartVIISectionAGrp/PersonNm5LESLIE TRAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm6THOMAS TRYON
IRS990/Form990PartVIISectionAGrp/PersonNm7DAVID WELLE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt075107
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02019
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01159715
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01610
IRS990/InsuranceGrp/ProgramServicesAmt014490
IRS990/InsuranceGrp/TotalAmt016100
IRS990/InterestGrp/ManagementAndGeneralAmt01915
IRS990/InterestGrp/ProgramServicesAmt017240
IRS990/InterestGrp/TotalAmt019155
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt05
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt021335
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt029069
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0475824
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01339565
IRS990/LandBldgEquipCostOrOtherBssAmt01368634
IRS990/LoanOutstandingInd0true
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt0470000
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt0577000
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO RESTORE THE DIGNITY AND INDEPENDENCE TO THE HOMELESS AND MENTAL HEALTH POPULATION THROUGH HOUSING WITH SUPPORTIVE SERVICES. WE PROVIDE SOCIAL SERVES THAT ENHANCE QUALITY OF LIFE BY UTILIZATION OF DAILY TARGETED CASE MANAGEMNET AND SKILL-BUILDING ACTIVITIES INCLUDING BUT NOT LIMITED TO: JOB-SEEKING ACTIVITIES, SERVICE NAVIGATION, COMPUTER LITERACY, TIME MANAGEMENT, FINANCIAL PLANNING, ART COMMUNITY ENGAGEMENT, COOKING, CLEANING, AND PEER SUPPORT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0149420
IRS990/NetAssetsOrFundBalancesBOYAmt0140119
IRS990/NetAssetsOrFundBalancesEOYAmt0969346
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0140119
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0969346
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt01710
IRS990/OccupancyGrp/ProgramServicesAmt015393
IRS990/OccupancyGrp/TotalAmt017103
IRS990/OfficeExpensesGrp/FundraisingAmt075
IRS990/OfficeExpensesGrp/TotalAmt075
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0813
IRS990/OtherAssetsTotalGrp/EOYAmt05838
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01098
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03292
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt06584
IRS990/OtherEmployeeBenefitsGrp/TotalAmt010974
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2REPAIR AND MAINT.
IRS990/OtherExpensesGrp/Desc3PROGRAM EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt01272
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01273
IRS990/OtherExpensesGrp/ProgramServicesAmt022908
IRS990/OtherExpensesGrp/ProgramServicesAmt123297
IRS990/OtherExpensesGrp/ProgramServicesAmt218013
IRS990/OtherExpensesGrp/ProgramServicesAmt310736
IRS990/OtherExpensesGrp/TotalAmt025453
IRS990/OtherExpensesGrp/TotalAmt123297
IRS990/OtherExpensesGrp/TotalAmt218013
IRS990/OtherExpensesGrp/TotalAmt310736
IRS990/OtherRevenueMiscGrp/Desc0OTHER
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt068
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt068
IRS990/OtherRevenueTotalAmt068
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt04491
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt013474
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt026947
IRS990/OtherSalariesAndWagesGrp/TotalAmt044912
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01170
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03509
IRS990/PayrollTaxesGrp/ProgramServicesAmt07019
IRS990/PayrollTaxesGrp/TotalAmt011698
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03465
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012202
IRS990/PrincipalOfficerNm0MEGAN HOWELL
IRS990/PriorPeriodAdjustmentsAmt02757
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0178821
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0178821
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0195864
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0100
IRS990/PYInvestmentIncomeAmt01
IRS990/PYOtherExpensesAmt0104184
IRS990/PYProgramServiceRevenueAmt0120018
IRS990/PYRevenuesLessExpensesAmt0131355
IRS990/PYSalariesCompEmpBnftPaidAmt080244
IRS990/PYTotalExpensesAmt0184528
IRS990/PYTotalRevenueAmt0315883
IRS990/ReconcilationRevenueExpnssAmt0826470
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0112998
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0341528
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0287802
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt05200
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt010000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0303002
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0980821
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0196698
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08846
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01186365
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0178894
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0178894
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0780078
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0525927
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt038035
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt021219
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0585181
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0238125
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt032835
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt011219
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0282179
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01159715
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0196698
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt08846
IRS990ScheduleA/Total509Grp/TotalAmt01365259
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01159715
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0196698
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt08846
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01365259
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt01025437
IRS990ScheduleD/BuildingsGrp/DepreciationAmt027297
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01052734
IRS990ScheduleD/LandGrp/BookValueAmt0297772
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0297772
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01323209
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0DAVID WELLE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1JIM DOYLE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt052000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt155000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0LOAN PROVIDED
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1LOAN PROVIDED
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0240000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt1230000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt255000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt352000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd1true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd2true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd3true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0MWR SARASOTA LLC
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd1false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd2false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd3false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0ACQUIRE PROPERTY
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1ACQUIRE PROPERTY
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt2ACQUIRE PROPERTY
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt3ACQUIRE PROPERTY
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd2X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd3X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0240000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt1230000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt255000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt352000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0MWR SARASOTA LLC
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1JIM DOYLE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm2DAVID WELLE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0DIRECTOR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1DIRECTOR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd1true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd2true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd3true
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0DAVID WELLE, A DIRECTOR, MAINTAINS A 33 1/3% INTEREST IN AN LLC THAT PROPOSED TO PROVIDE TWO MORTGAGES TO SECOND HEART HOMES ALLOWING THE ORGANIZTION TO PURCHASE TWO HOMES TO CARRY OUT THEIR MISSION. WITH MR. WELLE RECUSED, THE REMAINING BOARD MEMBERS MET TO DISCUSS THE POTENTIAL BENEFITS AND DRAWBACKS IN COMBINATION WITH REVIEWING THE ORGANIZATION'S BY-LAWS AND CONFLICT OF INTEREST POLICY. UPON REVIEW OF THE FACTS AND CIRCUMSTANCES OF THE POTENIAL TRANSACTION INVOLVING MR. WELLE, THE REMAINING BOARD MEMBERS UNANIMOUSLY CONCLUDED THE FOLLOWING: A) A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WAS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST; B) THE TRANSACTIONS WERE IN THE ORGANIZATION'S INTEREST AND FOR ITS OWN BENEFIT AND THE TRANSACTIONS WERE FAIR AND REASONABLE TO SECOND HEART HOMES; C) MR. WELLE DID DISCLOSE A POTENTIAL CONFLICT OF INTEREST TO THE BOARD IN ADVANCE OF THE REMAINDER OF THE BOARD ACTING ON THE PROPOSALS; D) MR. WELLE ONLY OWED ONE-THIRD OF THE LLC THAT IS LENDING THE MONEY FOR THE PURCHASE OF THE PROPERTY; E) MR. WELLE WAS NOT THE MANAGER OF THE LLC THAT IS LENDING THE MONEY; F) MR. WELLE AGREED TO DONATE BACK THE ORGANZIATON ANY INTEREST EARNED BY HIM ON BOTH MORTGAGE TRANSACTIONS. THE BOARD'S CONCLUSION WAS THAT MR. WELLE'S INVOLVEMENT IN THE FINANCING ENTITY DID NOT REPRESENT A CONFLICT OF INTEREST AND THE TRANSACTIONS COULD PROCEED. A TOTAL OF TWO MORTGAGE LOANS WAS 470,000. MR. WELLE'S PORTION WAS 156,667.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
IRS990ScheduleL/TotalBalanceDueAmt0577000
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN IS BEING AMENDED TO CHANGE VARIOUS QUESTIONS ON FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO RESTORE THE DIGNITY AND INDEPENDENCE TO THE HOMELESS AND MENTAL HEALTH POPULATION THROUGH HOUSING WITH SUPPORTIVE SERVICES. WE PROVIDE SOCIAL SERVES THAT ENHANCE QUALITY OF LIFE BY UTILIZATION OF DAILY TARGETED CASE MANAGEMNET AND SKILL-BUILDING ACTIVITIES INCLUDING BUT NOT LIMITED TO: JOB-SEEKING ACTIVITIES, SERVICE NAVIGATION, COMPUTER LITERACY, TIME MANAGEMENT, FINANCIAL PLANNING, ART COMMUNITY ENGAGEMENT, COOKING, CLEANING, AND PEER SUPPORT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEGAN HOWELL LESLIE TRAVIS EXEC DIRECT. DIRECTOR DAUGHTER/MOTHER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 990 WAS REVIEWED BY TWO MEMBERS OF OUR BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO ANNUALLY REVIEW OUR CONFLICT OF INTEREST POLICY. ALL ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST TO THE BOARD. THE BOARD WILL THEN REVIEW AND APPROVE OR DISAPPROVE OF THE ACTIVITY AT A REGULAR SCHEDULE OR SPECIAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE COMPENSATION OF THE EXECUTVE DIRECTOR AND KEY EMPLOYEES IS DETERMINED BY THE BOARD (EXCLUDING RELATED FAMILY MEMBER LESLIE TRAVIS FOR THE EXECUTIVE DIRECTOR). COMPENSATION IS BASED UPON MERIT AND SUCESSFUL OUTCOMES. PERFORMANCE REVIEWS ARE UTILITZED FOR THIS PURPOSE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE GOVERNNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC BY PROVIDING THEM TO GUIDESTAR AND THE GIVING PARTNER THROUGH THE COMMUNITY FOUNDATION OF SARASOTA. THESE ARE ALSO AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, ITEM B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0614893
IRS990/TotalAssetsEOYAmt01699598
IRS990/TotalAssetsGrp/BOYAmt0614893
IRS990/TotalAssetsGrp/EOYAmt01699598
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0980821
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt018501
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt065505
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0249239
IRS990/TotalFunctionalExpensesGrp/TotalAmt0333245
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0474774
IRS990/TotalLiabilitiesEOYAmt0730252
IRS990/TotalLiabilitiesGrp/BOYAmt0474774
IRS990/TotalLiabilitiesGrp/EOYAmt0730252
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0140119
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0969346
IRS990/TotalProgramServiceExpensesAmt0249239

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,699,598
Liabilities
$730,252
Net assets
$969,346
Revenue
$1,159,715
Expenses
$333,245
Net income
$826,470
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.81$0.32$4.48$2.96$1.21$1.75
2023Detailed filing. Detailed filing data is available for this year.$3.20$0.48$2.72$1.89$0.86$1.03
2022Detailed filing. Detailed filing data is available for this year.$2.19$0.52$1.67$1.32$0.62$0.70
2021Detailed filing. Detailed filing data is available for this year.$1.70$0.73$0.97$1.16$0.33$0.83
2021Detailed filing. Detailed filing data is available for this year.$1.70$0.73$0.97$1.16$0.33$0.83
2020Detailed filing. Detailed filing data is available for this year.$0.61$0.47$0.14$0.32$0.18$0.13
2019Summary only. Only limited summary data is available for this year.$0.01$0.01$0.01$0.00$0.01