Civic Intelligence

Schools with Heart Foundation

EIN 86-0967975 • 501(c)3 • Florence, OR

Profile

Provide educational tuition scholarships for underprivileged children

4621 Joshua LaneFlorence, OR 97439

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

75th percentile

21%

Higher net margin than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

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 2021

Asset Growth

95th percentile

170%

Faster asset growth than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

64th percentile

10%

Faster revenue growth than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$132,482

Up $83,337 (+170%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Up

$132,482

Up $83,337 (+170%) from 2020

Revenue

Up

$388,334

Up $36,412 (+10%) from 2020

Expenses

Down

$304,997

Down $73,718 (-19%) from 2020

Net Income

Up

$83,337

Up $110,130 (+411%) from 2020

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $62,256Liabilities 2011: $0Net Assets 2011: $62,2562011Assets 2012: $57,587Liabilities 2012: $0Net Assets 2012: $57,5872012Assets 2013: $119,674Liabilities 2013: $0Net Assets 2013: $119,6742013Assets 2014: $215,076Liabilities 2014: $0Net Assets 2014: $215,0762014Assets 2015: $225,296Liabilities 2015: $0Net Assets 2015: $225,2962015Assets 2016: $226,323Liabilities 2016: $0Net Assets 2016: $226,3232016Assets 2017: $184,107Liabilities 2017: $0Net Assets 2017: $184,1072017Assets 2018: $88,603Liabilities 2018: $0Net Assets 2018: $88,6032018Assets 2019: $75,938Liabilities 2019: $0Net Assets 2019: $75,9382019Assets 2020: $49,145Liabilities 2020: $0Net Assets 2020: $49,1452020Assets 2021: $132,482Liabilities 2021: $0Net Assets 2021: $132,4822021

Highlighted filing

2021

Assets$132,482
Liabilities$0
Net Assets$132,482

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $311,793Expenses 2011: $293,355Net Income 2011: $18,4382011Revenue 2012: $308,508Expenses 2012: $313,177Net Income 2012: -$4,6692012Revenue 2013: $412,430Expenses 2013: $350,343Net Income 2013: $62,0872013Revenue 2014: $485,168Expenses 2014: $389,766Net Income 2014: $95,4022014Revenue 2015: $513,726Expenses 2015: $503,506Net Income 2015: $10,2202015Revenue 2016: $514,334Expenses 2016: $513,307Net Income 2016: $1,0272016Revenue 2017: $550,321Expenses 2017: $592,537Net Income 2017: -$42,2162017Revenue 2018: $486,381Expenses 2018: $581,885Net Income 2018: -$95,5042018Revenue 2019: $418,713Expenses 2019: $431,378Net Income 2019: -$12,6652019Revenue 2020: $351,922Expenses 2020: $378,715Net Income 2020: -$26,7932020Revenue 2021: $388,334Expenses 2021: $304,997Net Income 2021: $83,3372021

Highlighted filing

2021

Revenue$388,334
Expenses$304,997
Net Income$83,337

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 3, 2022
Return Version
2020v4.2
Gross Receipts
$388,334
Mission and Program Overview

Mission

None

Educational tuition scholarships for underprivileged children

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$49,145$132,482▲ $83,337
Savings and Temporary Cash Investments$49,145$130,872▲ $81,727
Cash and Non-Interest-Bearing Accounts$0$805▲ $805
Pledges and Grants Receivable$0$805▲ $805
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$49,145$132,482▲ $83,337
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$49,145$132,482▲ $83,337
Total Liabilities and Net Assets / Fund Balance$49,145$132,482▲ $83,337
Compensation and Service Providers

Board Members and Trustees

NameTitle
Piya JacobPresident
Susan JohnsonVice President
Mary GloverSecretary
Jennifer HicksTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$388,312
Program Service Revenue
$0
Investment Income
$19
Other Revenue
$3
All Other Contributions
$388,312
Change in Net Assets
$83,337
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$281,137
Other Expenses$23,860
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$281,137--$281,137
Fees for Services Accounting$18,120--$18,120
Other Expenses$255--$255
All Other Expenses$67--$67
Total Functional Expenses$304,997$0$0$304,997
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
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, Part VI, Section A, line 6

The organization was formed as an Arizona non-profit corporation and does not have shareholders, but does have members as defined in the organizational documents.

Form 990, Part VI, Section A, line 7A

Each member of the organization shall be entitled to appoint two individuals to the Board of Directors. All affairs of the organization are conducted by the Board of Directors and all Directors must act as a Board. No individual Director has any power and no individual has a right to income or assets of the corporation.

Form 990, Part VI, Section B, line 11B

Completed tax returns were reviewed at a special meeting of the Board of Directors before they were filed.

Form 990, Part VI, Section B, line 12C

Potential conflicts of interest must be disclosed and require members and the Board of Directors to confirm there is not a violation of the conflict of interest policy.

Form 990, Part VI, Section C, line 19

Governing documents, conflict of interest policy and financial statements are available to the public at the organization's offices.

Filing and Contact Details

Filer

Filer Name
Schools With Heart Foundation
EIN
86-0967975
Phone
6022061831
Address
4621 Joshua Lane, Florence, OR 97439

Signing Officer

Name
Susan Johnson
Title
Vice-President
Phone
6022061831
Signed
2022-05-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Johnson
Formed
1999
Legal Domicile
Az
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
James R Nardine CPA PC
Address
2929 North Third Street, Phoenix, AZ 85012-3037
Preparer
James R Nardine CPA
Phone
6022307610
Raw XML Appendix343 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.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/LoanOutstandingInd00
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IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt049145
IRS990/NetAssetsOrFundBalancesEOYAmt0132482
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
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IRS990/OtherExpensesGrp/Desc2Postage & Mailing
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IRS990/PartialLiquidationInd00
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IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Individual contributor donations received from the general public used to provide scholarships to students attending Awakening Seed School.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1Individual contributor donations received from the general public used to provide scholarships to students attending Desert View School.
IRS990/ProgSrvcAccomActyOtherGrp/Desc2Individual contributor donations received from the general public used to provide scholarships to students attending Family School.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt015049
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IRS990/ScheduleJRequiredInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization was formed as an Arizona non-profit corporation and does not have shareholders, but does have members as defined in the organizational documents.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Each member of the organization shall be entitled to appoint two individuals to the Board of Directors. All affairs of the organization are conducted by the Board of Directors and all Directors must act as a Board. No individual Director has any power and no individual has a right to income or assets of the corporation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Completed tax returns were reviewed at a special meeting of the Board of Directors before they were filed.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04621 Joshua Lane
IRS990/USAddress/CityNm0Florence
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097439
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Susan Johnson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice-President
ReturnHeader/BusinessOfficerGrp/PhoneNum06022061831
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Schools With Heart Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0c/o Pamela-Edberg Pike
ReturnHeader/Filer/BusinessNameControlTxt0SCHO
ReturnHeader/Filer/EIN0860967975
ReturnHeader/Filer/PhoneNum06022061831
ReturnHeader/Filer/USAddress/AddressLine1Txt04621 Joshua Lane
ReturnHeader/Filer/USAddress/CityNm0Florence
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097439
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860851433
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0James R Nardine CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02929 North Third Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Phoenix
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0850123037
ReturnHeader/PreparerPersonGrp/PhoneNum06022307610
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James R Nardine CPA
ReturnHeader/ReturnTs02022-05-09T12:44:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Susan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Johnson
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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