Totals
- Total revenue
- $486,820
- Total expenses
- $444,584
- Contributions and grants received
- $486,530
- Grants paid
- $125,220
- Program service revenue
- $0
- Investment income
- $290
- Other revenue
- $0
- Total assets, end of year
- $297,159
- Total liabilities, end of year
- $8,068
- Net assets or fund balances, end of year
- $289,091
- Program services expenses (Part IX)
- $390,649
- Management and general expenses
- $34,703
- Fundraising expenses
- $19,232
- Program service expenses (Part III)
- $390,649
Program services were 87.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$298,312
-
1f · All other contributions, gifts and grants
$188,218
-
3 · Investment income
total $290 · excluded $290
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $125,220 · program services $125,220
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $196,127 · program services $176,520 · management and general $1,717 · fundraising $17,890
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $17,545 · program services $14,993 · management and general $1,210 · fundraising $1,342
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $9,825 · program services $1,005 · management and general $8,820
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $26,388 · program services $24,295 · management and general $2,093
-
12 · Advertising and promotion
total $3,414 · program services $3,147 · management and general $267
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $5,193 · program services $1,157 · management and general $4,036
-
24a · Other expenses: Supplies
total $30,144 · program services $28,114 · management and general $2,030
-
24b · Other expenses: Printing and Publications
total $10,206 · program services $9,944 · management and general $262
-
24c · Other expenses: Equipment/Software
total $7,792 · program services $4,693 · management and general $3,099
-
24d · Other expenses: Training
total $5,850 · management and general $5,850
-
24e · All other expenses
total $6,880 · program services $1,561 · management and general $5,319
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $252,604 · end of year $292,946
-
2 · Savings and temporary cash investments
beginning of year $1,853 · end of year $3,235
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $977
-
10a · Land, buildings and equipment: cost or other basis
$2,067
-
10b · Land, buildings and equipment: accumulated depreciation
$2,067
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $650 · end of year $1
-
17 · Accounts payable and accrued expenses
beginning of year $8,252 · end of year $8,068
-
27 · Net assets without donor restrictions
beginning of year $167,340 · end of year $289,091
-
28 · Net assets with donor restrictions
beginning of year $79,515
Mission and programs · 2024
Mission
The Heart of Ida supports Long Beach seniors in need with programs and services that sustain independence and connection within their community.
-
The Kickstarter Program provides fresh fruits and vegetables to low-income seniors in Long Beach. This initiative also includes grocery gift cards to further support the seniors in accessing nutritious food. The program is designed to improve food security and promote healthier eating habits for older adults in need.
Expenses $172,014 · Grants $125,220
-
Other Programs include AgeWell Resource Guide, CalFresh Outreach, Long Beach Health Equity Program, and Long Beach Aging Services Collaborative
Expenses $129,717
-
The Stay Connected Program is the umbrella for all activities related to the Stay Connected initiative, which helps seniors stay connected to their community. It includes drop-in office hours on Mondays, Wednesdays, and Fridays where seniors can receive one-on-one assistance. Services under Stay Connected include the Essential Needs Pantry, bi-weekly phone and text messages to check on seniors, and personal phone calls when necessary to provide additional support. Additionally, CalFresh outreach is now part of the Stay Connected Program, helping seniors sign up for food assistance through the CalFresh program to address food insecurity.
Expenses $51,212
-
TALA is a month-long series of events and outreach activities held in May, coinciding with both Mental Health Month and Older Adults Month. The program features small community events and one large event with vendors and giveaways, aimed at raising awareness and providing resources to seniors about mental health and wellness.
Expenses $37,706
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Amy Opheim
President
- Total calculated
- $0
- Hours/week
- 2
-
Eric Berg
Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Ann-Marie Gabel CPA
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Garrett Brief
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Patricia Estrada
Director
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 30 July 2025
- IRS schema version
- 2024v5.2
- Source object
- 202542119349301569
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