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Nonprofiteer
← HEARTGIFT FOUNDATION

Form 990 for tax year 2022

Filed by HEARTGIFT FOUNDATION.

Totals

Total revenue
$2,520,947
Total expenses
$2,156,760
Contributions and grants received
$1,672,355
Grants paid
$540,963
Program service revenue
$0
Investment income
$9,595
Other revenue
$838,997
Total assets, end of year
$2,630,479
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,630,479
Program services expenses (Part IX)
$1,457,849
Management and general expenses
$226,475
Fundraising expenses
$472,436
Program service expenses (Part III)
$1,457,849

Program services were 67.6% 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.

  • 1c · Fundraising events

    $36,614

  • 1f · All other contributions, gifts and grants

    $1,635,741

  • 1g · Noncash contributions included above

    $36,614

  • 3 · Investment income

    total $9,595 · unrelated business $0 · excluded $9,595

  • 8a · Fundraising events: gross income

    $1,292,323

  • 8a · Fundraising events: contributions included on line 1c

    $36,614

  • 8b · Fundraising events: direct expenses

    $453,326

  • 8c · Net income from fundraising events

    total $838,997 · unrelated business $0 · excluded $838,997

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $465,250 · program services $465,250

  • 2 · Grants to domestic individuals

    total $75,713 · program services $75,713

  • 5 · Compensation of officers, directors and key employees

    total $176,612 · program services $96,258 · management and general $22,652 · fundraising $57,702

  • 7 · Other salaries and wages

    total $483,053 · program services $263,277 · management and general $61,955 · fundraising $157,821

  • 9 · Other employee benefits

    total $103,240 · program services $56,269 · management and general $13,241 · fundraising $33,730

  • 10 · Payroll taxes

    total $45,149 · program services $24,607 · management and general $5,791 · fundraising $14,751

  • 11g · Fees: other

    total $143,450 · program services $47,883 · management and general $42,883 · fundraising $52,684

  • 12 · Advertising and promotion

    total $14,670 · program services $3,466 · management and general $3,537 · fundraising $7,667

  • 13 · Office expenses

    total $128,514 · program services $29,473 · management and general $31,893 · fundraising $67,148

  • 14 · Information technology

    total $80,204 · program services $17,123 · management and general $17,247 · fundraising $45,834

  • 16 · Occupancy

    total $28,503 · program services $9,395 · management and general $9,625 · fundraising $9,483

  • 17 · Travel

    total $24,265 · program services $9,537 · management and general $4,510 · fundraising $10,218

  • 23 · Insurance

    total $41,587 · program services $13,134 · management and general $13,134 · fundraising $15,319

  • 24a · Other expenses: VOLUNTEER EXPENSE

    total $2,097 · program services $2,011 · management and general $7 · fundraising $79

  • 24b · Other expenses: HOST FAMILY EXPENSE

    total $2,453 · program services $2,453 · management and general $0 · fundraising $0

  • 24c · Other expenses: HOSPITAL EXPENSES

    total $342,000 · program services $342,000 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $208,282 · end of year $390,069

  • 2 · Savings and temporary cash investments

    beginning of year $2,081,035 · end of year $2,230,650

  • 4 · Accounts receivable

    beginning of year $8,427 · end of year $9,760

  • 10a · Land, buildings and equipment: cost or other basis

    $32,000

  • 10b · Land, buildings and equipment: accumulated depreciation

    $32,000

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $33,875 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $2,263,869 · end of year $2,605,479

  • 28 · Net assets with donor restrictions

    end of year $25,000

Mission and programs · 2022

Mission

PROVIDES LIFESAVING HEART SURGERY TO CHILDREN FROM AROUND THE WORLD WHERE SPECIALIZED MEDICAL TREATMENT IS EITHER SCARCE OR NONEXISTENT.

  • PROVIDES LIFESAVING HEART SURGERY TO CHILDREN FROM AROUND THE WORLD WHERE SPECIALIZED MEDICAL TREATMENT IS EITHER SCARCE OR NONEXISTENT. MAJOR PROGRAM COSTS INCLUDE THE COST OF THE MEDICAL TREATMENTS AND THE TRANSPORT AND CARE COSTS FOR THE CHILDREN AND THEIR FAMILY DURING TREATMENT. NON-CASH RELATED DONATIONS OF MEDICAL SERVICES, MEDICAL FACILITIES, AND OTHER SERVICES TOTALED APPROXIMATELY $4,034,188 IN 2022. BEGINNING IN 2017, THE ORGANIZATION PROVIDED INTERNATIONAL FUNDING FOR PHYSICIANS TRAVELING TO BOLIVIA TO PERFORM HOSPITAL SERVICES. THE FUNDING WAS TO COVER EXPENSES FOR TRAVEL, HOTEL, AND MEDICAL EQUIPMENT. STRATEGICALLY, HEARTGIFT INTENDED TO REVIEW ITS MISSION EXPANSION OPPORTUNITIES INTERNATIONALLY; HOWEVER, THAT PLAN WAS RESERVED FOR EXPLORATION IN 2022. IN MARCH 2020, AFTER THE COVID-19 PANDEMIC HIT, HEARTGIFT WORKED COLLABORATIVELY WITH THEIR INTERNATIONAL AID PARTNERS TO DEVISE A NEW STRATEGY TO PROVIDE LIFE- SAVING HEART SURGERIES TO CHILDREN AROUND THE WORLD, CLOSER TO THEIR HOME, IN THEIR OWN COUNTRY. AS A RESULT, THE INTERNATIONAL GRANT PROGRAM WAS ESTABLISHED. THROUGH THIS GRANT PROGRAM, HEARTGIFT IS NOW ABLE TO CONTINUE TO HELP SAVE CHILDREN BY FUNDING LIFE-SAVING HEART SURGERIES AND PROCEDURES AS REFERRED BY THEIR INTERNATIONAL PARTNERS IN VARIOUS COUNTRIES.

    Expenses $1,457,849 · Grants $540,963

As filed on the 2022 return.

Listed in Part VII

  • MARYANN BELL

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN GARRISON

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • BRYAN BURKHART

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • JEFF WOODHAM

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • JESSICA BESS

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • TIM BRIERTY

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • GILLETTE BURNS

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • SHARON DOBBS

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • KRISTY KNIPPA

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • CLAIRE KOCH

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • JAN LARSEN

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • KAREN LOOBY

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • MARYE NICKENS

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • JOHN OSWALT

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • RAY WILKERSON

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • LAUREN WILLERS

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • KAREN WRIGHT

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • FRANK ZIDAR

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • CHRISTY CASEY-MOORE

    CEO

    Total calculated
    $176,612
    From this org
    $164,827
    From related orgs
    $0
    Other
    $11,785
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,202
    Bonus
    $6,625
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $11,785
    Filer's total
    $176,612

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2022
Filed
24 May 2023
IRS schema version
2022v5.0
Source object
202341449349300134

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