Civic Intelligence

Hearts Like Rosie

EIN 88-3785733 • 501(c)3 • Carmel, CA

Pub. 78 Eligible990-N Coverage

Profile

Outreach for cancer patients

38841 Palo Colorado RdCarmel, CA 93923

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

89th percentile

46%

Higher net margin than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

76th percentile

19%

Faster asset growth than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-84%

Faster revenue growth than 8% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$3,662

Up $596 (+19%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$3,662

Up $596 (+19%) from 2022

Operations
Liabilities / Revenue61st percentileNet Margin89th percentile

Revenue

Down

$1,289

Down $6,622 (-84%) from 2022

Expenses

Down

$693

Down $4,152 (-86%) from 2022

Net Income

Down

$596

Down $2,470 (-81%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

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

$4.0K$3.0K$2.0K$1.0K$0Assets 2022: $3,066Net Assets 2022: $3,0662022Assets 2023: $3,662Net Assets 2023: $3,6622023

Highlighted filing

2023

Assets$3,662
Liabilities-
Net Assets$3,662
Open 2023 Filing

Operations Trend

Revenue Growth8th percentile

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

$8.0K$6.0K$4.0K$2.0K$0Revenue 2022: $7,911Expenses 2022: $4,845Net Income 2022: $3,0662022Revenue 2023: $1,289Expenses 2023: $693Net Income 2023: $5962023

Highlighted filing

2023

Revenue$1,289
Expenses$693
Net Income$596
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,662
Liabilities
-
Net assets
$3,662
Revenue
$1,289
Expenses
$693
Net income
$596
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$3,662$3,662$1,289$693$596
2022Detailed filing. Detailed filing data is available for this year.$3,066$3,066$7,911$4,845$3,066
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 11, 2024
Return Version
2023v4.0
Gross Receipts
$1,289
Mission and Program Overview

Mission

Outreach for cancer patients

Program Services

DescriptionGrantsExpenses
Privided Support for patients going through cancer-$121
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHERYL GOETZPresident-$0--
Filing and Contact Details

Filer

Filer Name
Hearts Like Rosie
EIN
88-3785733
Phone
8316015718
Address
38841 PALO COLORADO RD, CARMEL, CA 93923

Signing Officer

Name
Cheryl Goetz
Title
President
Signed
2024-03-11
Discuss with paid preparer
Yes

Preparer

Firm
Daniel M Ukestad & Associates
Address
PO Box 22710, CARMEL, CA 93922
Preparer
Daniel M Ukestad CPA
Phone
8316260620
Supplemental Narrative

Additional Explanations

Other Expenses.1009

“Depreciation $572”

Other Expenses.1

“MATERIALS $121”

Other Assets.1002

“Furniture and Fixtures - Beginning $2001 Furniture and Fixtures - Ending $1429”

Raw XML Appendix126 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/PersonNm0CHERYL GOETZ
IRS990EZ/BooksInCareOfDetail/PhoneNum08316015718
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt038841 PALO COLORADO RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARMEL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093923
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01065
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02233
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01289
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0596
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03066
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03662
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt01289
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03066
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03662
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03066
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03662
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHERYL GOETZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02001
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01429
IRS990EZ/OtherExpensesTotalAmt0693
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Outreach for cancer patients
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Privided Support for patients going through cancer
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0121
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0693
IRS990EZ/TotalProgramServiceExpensesAmt0121
IRS990EZ/TotalRevenueAmt01289
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01289
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt07771
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09060
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt09060
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01289
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt07771
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt09060
IRS990ScheduleA/TotalSupportAmt09060
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Depreciation $572
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MATERIALS $121
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Furniture and Fixtures - Beginning $2001 Furniture and Fixtures - Ending $1429
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Assets.1002
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHERYL GOETZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEARTS LIKE ROSIE
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0883785733
ReturnHeader/Filer/PhoneNum08316015718
ReturnHeader/Filer/USAddress/AddressLine1Txt038841 PALO COLORADO RD
ReturnHeader/Filer/USAddress/CityNm0CARMEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093923
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200606416
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DANIEL M UKESTAD & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 22710
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARMEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093922
ReturnHeader/PreparerPersonGrp/PhoneNum08316260620
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel M Ukestad CPA
ReturnHeader/ReturnTs02024-03-11T14:30:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHERYL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GOETZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.