Civic Intelligence

Halo Hearts Foundation

EIN 88-4159562 • Cincinnati, OH

9235 Shawnee Run RoadCincinnati, OH 45243
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

94th percentile

74%

Higher net margin than 94% of similar nonprofits.

<$500k nonprofits • Source year 2024

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.

<$500k nonprofits • Source year 2024

Asset Growth

89th percentile

53%

Faster asset growth than 89% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

19th percentile

-48%

Faster revenue growth than 19% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$35,182

Up $12,228 (+53%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$35,182

Up $12,228 (+53%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin94th percentile

Revenue

Down

$16,561

Down $15,033 (-48%) from 2023

Expenses

Down

$4,333

Down $7,119 (-62%) from 2023

Net Income

Down

$12,228

Down $7,914 (-39%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth89th percentile

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

$40K$30K$20K$10K$0Assets 2022: $2,812Liabilities 2022: $0Net Assets 2022: $2,8122022Assets 2023: $22,954Liabilities 2023: $0Net Assets 2023: $22,9542023Assets 2024: $35,182Liabilities 2024: $0Net Assets 2024: $35,1822024

Highlighted filing

2024

Assets$35,182
Liabilities$0
Net Assets$35,182
Open 2024 Filing

Operations Trend

Revenue Growth19th percentile

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

$40K$30K$20K$10K$0Revenue 2022: $5,000Expenses 2022: $2,188Net Income 2022: $2,8122022Revenue 2023: $31,594Expenses 2023: $11,452Net Income 2023: $20,1422023Revenue 2024: $16,561Expenses 2024: $4,333Net Income 2024: $12,2282024

Highlighted filing

2024

Revenue$16,561
Expenses$4,333
Net Income$12,228
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,182
Liabilities
$0
Net assets
$35,182
Revenue
$16,561
Expenses
$4,333
Net income
$12,228
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$35.2$0.00$35.2$16.6$4.33$12.2
2023Detailed filing. Detailed filing data is available for this year.$23.0$0.00$23.0$31.6$11.5$20.1
2022Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$5.00$2.19$2.81
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 1, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER S CHATreasurerPT$0--
CAROLYN YOUNG AE CHAFounder And PresidentPT$0--
SUSAN M CHASecretary-$0--
PETER J CHAFounder And Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-DONATIONN/ASOUTH LEBANON, OH, US$2,000
Filing and Contact Details

Filer

Filer Name
Halo Hearts Foundation
EIN
88-4159562
Phone
5133139836
Address
9235 SHAWNEE RUN ROAD, CINCINNATI, OH 45243

Signing Officer

Name
Peter Cha
Title
President
Phone
5133139836
Signed
2025-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Whitmer & Company Cpas Llp
Address
615 ELSINORE PLACE SUITE 625, CINCINNATI, OH 45202-1427
Preparer
Jan Neumann
Phone
5133818010
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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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IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INTERNET
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FUNDRAISING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OHIO REGISTRATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0444
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1312
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2727
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3100
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0BEACON ORTHOPAEDICS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0500 E BUSINESS WAY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0SHARONVILLE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0OH
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd045241
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER CHA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05133139836
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HALO HEARTS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HALO
ReturnHeader/Filer/EIN0884159562
ReturnHeader/Filer/PhoneNum05133139836
ReturnHeader/Filer/USAddress/AddressLine1Txt09235 SHAWNEE RUN ROAD
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045243
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311223798
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHITMER & COMPANY CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0615 ELSINORE PLACE SUITE 625
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0452021427
ReturnHeader/PreparerPersonGrp/PhoneNum05133818010
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAN NEUMANN
ReturnHeader/ReturnTs02025-05-14T11:53:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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