Totals
- Total revenue
- $393,056
- Total expenses
- $253,220
- Contributions and grants received
- $391,856
- Grants paid
- $30,443
- Program service revenue
- $1,200
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $255,107
- Total liabilities, end of year
- $8,252
- Net assets or fund balances, end of year
- $246,855
- Program services expenses (Part IX)
- $204,538
- Management and general expenses
- $40,942
- Fundraising expenses
- $7,740
- Program service expenses (Part III)
- $204,538
Program services were 80.8% 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)
$291,383
-
1f · All other contributions, gifts and grants
$100,473
-
2a · Program service revenue: Senior resource directory
total $1,200 · related or exempt $1,200
-
3 · Investment income
total $0
-
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 $30,443 · program services $30,443
-
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 $142,960 · program services $121,516 · management and general $14,296 · fundraising $7,148
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $11,843 · program services $10,067 · management and general $1,184 · fundraising $592
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $4,805 · management and general $4,805
-
11c · Fees: accounting
total $2,167 · program services $1,984 · management and general $183
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $339 · management and general $339
-
13 · Office expenses
total $0
-
14 · Information technology
total $5,155 · program services $67 · management and general $5,088
-
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 $689 · management and general $689
-
23 · Insurance
total $4,998 · program services $967 · management and general $4,031
-
24a · Other expenses: Program support
total $29,841 · program services $29,841
-
24b · Other expenses: Printing and Publications
total $8,949 · program services $8,451 · management and general $498
-
24c · Other expenses: Training
total $5,809 · management and general $5,809
-
24d · Other expenses: Bank fees
total $1,919 · program services $692 · management and general $1,227
-
24e · All other expenses
total $3,303 · program services $510 · management and general $2,793
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $108,212 · end of year $252,604
-
2 · Savings and temporary cash investments
beginning of year $652 · end of year $1,853
-
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 $0
-
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
beginning of year $689 · 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 $1,369 · end of year $650
-
17 · Accounts payable and accrued expenses
beginning of year $3,903 · end of year $8,252
-
27 · Net assets without donor restrictions
beginning of year $107,019 · end of year $167,340
-
28 · Net assets with donor restrictions
end of year $79,515
Mission and programs · 2023
Mission
The Heart of Ida supports Long Beach seniors in need with programs and services that sustain independence and connection within their community.
-
Stay Connected, a local initiative to stabilize and build long term resilience of older adults living in their residences, uses multiple opportunities to connect seniors to their community. Stay Connected includes:AgeWell Resource Guide - A published resource guide distributed to older adults, their families and caregivers with up-to date listings of local community organizations and agencies providing essential programs and services including food assistance, housing, health care, fraud prevention and more. Telephone messaging - Utilizing Dial-My-Calls messaging, registered seniors receive both alerts and twice-monthly calls featuring a friendly, reassuring voice along with timely, factual information related to public health, safety, nutrition, housing, and social, cultural and enrichment opportunities. Telephonic messaging is simple for older adult participation and does not require online access or computer savvy. Live Friendly Caller - Our most isolated older adults who need a more personal connection receive a weekly one-on-one phone call from staff or volunteer. Personal Cards cheerful and uplifting homemade cards are mailed to clients in need. Idas Walkers Pet assistance for low income seniors. Essential Needs Heart of Ida maintains an essential needs pantry to offer donated items such as personal care/hygiene products, blankets, warm socks and winter hats/gloves, PPE, rapid Covid tests and pet food. For older adults in crisis, grocery gift cards are made available and volunteers assist with shopping when necessary. Digital Inclusion One-on-one technology support is provided by volunteers to help seniors get set-up on the devices and learn how to utilize features such as email, internet access and online health, wellness and enrichment programming.
Expenses $136,723 · Grants $26,978 · Revenue $1,200
-
Promotoras - Community Health Workers/Promotoras promote education and wellness opportunities across Long Beach.
Expenses $35,566 · Grants $3,465
-
Long Beach Aging Services Collaborative Heart of Ida is the administrative organization for the Collaborative. We coordinate all members, meetings, and events.
Expenses $32,249
As filed on the 2023 return.
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
- 1
-
Garrett Brief
Director
- Total calculated
- $0
- Hours/week
- 1
-
Laura Doyle
Director
- Total calculated
- $0
- Hours/week
- 1
-
Tom Leary
Director
- 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
- 2023
- Filed
- 10 May 2024
- IRS schema version
- 2023v5.0
- Source object
- 202431319349303558
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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