Civic Intelligence

Heart-Forward

990PF • Fiscal year 2023 • EIN 93-2603998

Mar 07, 2023 to Dec 31, 2023 • Filed on Mar 14, 2024

Organization Profile
683 Montecito BlvdNapa, CA 94559

(707) 637-3226

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

92nd percentile

0.84x

Higher debt load relative to assets than 92% of similar nonprofits.

2023 filings • NTEE W12 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

92nd percentile

0.84x

Higher debt load relative to revenue than 92% of similar nonprofits.

2023 filings • NTEE W12 • <$500k nonprofits • Source year 2023

Net Margin

46th percentile

16%

Higher net margin than 46% of similar nonprofits.

2023 filings • NTEE W12 • <$500k nonprofits • Source year 2023

Top Officer Pay

97th percentile

$0

Higher top officer pay than 97% of similar nonprofits.

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

2023 filings • NTEE W12 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

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

Source year 2023

Revenue Growth

Score unavailable

No value available

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

Source year 2023

Balance Sheet
Liabilities / Assets92nd percentile

Assets

$1,847

No earlier filing loaded for comparison.

Net Assets

$300

No earlier filing loaded for comparison.

Liabilities

$1,547

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin46th percentile

Revenue

$1,847

No earlier filing loaded for comparison.

Expenses

$1,547

No earlier filing loaded for comparison.

Net Income

$300

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0K$3.0K$2.0K$1.0K$0Assets 2023: $1,847Liabilities 2023: $1,547Net Assets 2023: $3002023Assets 2024: $3,476Liabilities 2024: $0Net Assets 2024: $3,4762024

Highlighted filing

2023

Assets$1,847
Liabilities$1,547
Net Assets$300
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0K$3.0K$2.0K$1.0K$0Revenue 2023: $1,847Expenses 2023: $1,547Net Income 2023: $3002023Revenue 2024: $3,705Expenses 2024: $529Net Income 2024: $3,1762024

Highlighted filing

2023

Revenue$1,847
Expenses$1,547
Net Income$300
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Mar 7, 2023 to Dec 31, 2023
Signed
Mar 14, 2024
Return Version
2023v4.0
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Monica NagyCEOPT$0--
Julie BaldiaCFO & SecretaryPT$0--
Jennifer ChenDirector-$0--
Filing and Contact Details

Filer

Filer Name
Heart-Forward
EIN
93-2603998
In Care Of
% Monica Nagy
Address
683 Montecito Blvd, Napa, CA 94559

Signing Officer

Name
Monica Nagy
Title
CEO
Signed
2024-03-14
Raw XML Appendix287 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Monica Nagy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Julie Baldia
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3325
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt417
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt56
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/ForeignPhoneNum07076373226
ReturnHeader/BusinessOfficerGrp/PersonNm0Monica Nagy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Heart-Forward
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0932603998
ReturnHeader/Filer/ForeignPhoneNum07076373226
ReturnHeader/Filer/InCareOfNm0% Monica Nagy
ReturnHeader/Filer/USAddress/AddressLine1Txt0683 Montecito Blvd
ReturnHeader/Filer/USAddress/CityNm0Napa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094559
ReturnHeader/ReturnTs02024-03-14T05:06:18-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-03-07
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,847
Liabilities
$1,547
Net assets
$300
Revenue
$1,847
Expenses
$1,547
Net income
$300
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3,476$0$3,476$3,705$529$3,176
2023Detailed filing. Detailed filing data is available for this year.$1,847$1,547$300$1,847$1,547$300