HEARTFELT CARDIAC CONNECTIONS: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
HEARTFELT CARDIAC CONNECTIONS (EIN 82-1469017)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-08
IRS object ID
202431299349202243
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-08T12:06:55-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN823703069PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOLMQUIST LIEWALD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13415 CERRITOS AVEAddressLine1Txt
CityLOS ALAMITOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90720ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN821469017EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Heartfelt Cardiac ConnectionsBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHEARBusinessNameControlTxt
Phone9499333848PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11278 Glenneyre Street 244AddressLine1Txt
CityLaguna BeachCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92651ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonErin Holly MorrellPersonNm
Person TitlePresidentPersonTitleTxt
Signature2024-05-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstErin HollyPersonFirstNm
Person LastMorrellPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLouise Liewald CPAPreparerPersonNm
PTINP00370400PTIN
Phone5627994975PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website Addresswww,heartfeltscreening.orgWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$106,249GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$106,223ContributionsGiftsGrantsEtcAmt
Investment Income$26InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$106,249TotalRevenueAmt
Salaries Other Comp Empl Bnft$102,044SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$41,851FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$5,130OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$262PrintingPublicationsPostageAmt
Other Expenses Total$46,889OtherExpensesTotalAmt
Total Expenses$196,176TotalExpensesAmt
Excess Or Deficit For Year-$89,927ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY-$137,085NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$227,012NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$198,794BOYAmt
EOY$93,888EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$12,316BOYAmt
EOY$19,802EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$211,110BOYAmt
EOY$113,690EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$348,195BOYAmt
EOY$340,702EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY-$137,085BOYAmt
EOY-$227,012EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeTo save more lives through early detection, education, and increased public awareness of heart conditions and heart disease.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomIn 2023, Heartfelt provided comprehensive cardiac evaluations to 800 individuals, offering free screenings to 240 low income families. Notably, 10 individuals, including a 47 year old woman, 11 year old girl, and 6 year old boy, were identified with serious or life-threatening heart conditions. We remain dedicated to early detection, education, and saving lives.DescriptionProgramSrvcAccomTxt
Program Service Expenses$164,578ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$164,578TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Erin Holly Morrell
President60.00$0
Michelle Marie
Secretary1.00$0
Kimberly Young
Treasurer1.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDarren TekelyPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11278 Glenneyre Street St 244AddressLine1Txt
CityLaguna BeachCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92651ZIPCd
FieldValueIRS element (for citing)
Phone9494946575PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year$106,223CurrentTaxYearAmt
Total$106,223TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year$106,223CurrentTaxYearAmt
Total$106,223TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$106,223PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$26CurrentTaxYearAmt
Total$26TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$106,249TotalSupportAmt
First5 Years170Yes (X)First5Years170Ind
Public Support CY1700.00000PublicSupportCY170Pct

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (22 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Expenses.1001Advertising and Promotion $3250
Other Expenses.1005Travel $5340
Other Expenses.1008Interest $9160
Other Expenses.1009Depreciation $3645
Other Expenses.1012Insurance $1881
Other Expenses.1Supplies $9666
Other Expenses.2eals $5354
Other Expenses.3Medical Reimbursements $1871
Other Expenses.4Screening Expenses $1724
Other Expenses.5Auto Exp $1586
Other Expenses.6Charitable Giving $954
Other Expenses.7Education and Training $864
Other Expenses.8Repairs & Maintenance $857
Other Expenses.9Gifts and Giveaways $376
Other Expenses.11Paypal Fees $191
Other Expenses.12Uniform $146
Other Expenses.13Filing Fees $25
Other Expenses.23Rounding $-1
Other Assets.1003Machinery and Equipment - Beginning $12316 Machinery and Equipment - Ending $18330
Other Assets.1005Accounts Receivable - Beginning $0 Accounts Receivable - Ending $1472
Total Liabilities.1001Accounts Payable and Accrued Expenses - Beginning $2993 Accounts Payable and Accrued Expenses - Ending $4896
Total Liabilities.1008Unsecured Notes and Loans Payable - Beginning $345202 Unsecured Notes and Loans Payable - Ending $335806

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