SAVING TINY HEARTS SOCIETY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SAVING TINY HEARTS SOCIETY (EIN 20-5505536)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202303189349315155
- Schema version
- 2022v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T16:06:08-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362170602 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARADY & DAVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 DEERFIELD RD SUITE 300S | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205505536 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAVING TINY HEARTS SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAVI | BusinessNameControlTxt |
| Phone | 8476070177 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1305 BUSCH PARKWAY 200 | AddressLine1Txt |
| City | BUFFALO GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60089 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN PAUL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8476070177 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRIAN | PersonFirstNm |
| Person Last | PAUL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER STRAUB | PreparerPersonNm |
| PTIN | P01278490 | PTIN |
| Phone | 8472679600 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRIAN PAUL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1305 BUSCH PARKWAY 200 | AddressLine1Txt |
| City | BUFFALO GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60089 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $677,980 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SAVINGTINYHEARTS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | RAISE MONEY TO FUND THE RESEARCH OF CONGENITAL HEART DEFECTS IN CHILDREN | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $429,021 | PYContributionsGrantsAmt |
| CY Contributions Grants | $551,608 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $216 | PYInvestmentIncomeAmt |
| CY Investment Income | -$1,763 | CYInvestmentIncomeAmt |
| PY Other Revenue | $13,616 | PYOtherRevenueAmt |
| CY Other Revenue | -$37,992 | CYOtherRevenueAmt |
| PY Total Revenue | $442,853 | PYTotalRevenueAmt |
| CY Total Revenue | $511,853 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $624,503 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $284,794 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,851 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $25,036 | PYOtherExpensesAmt |
| CY Other Expenses | $40,952 | CYOtherExpensesAmt |
| PY Total Expenses | $649,539 | PYTotalExpensesAmt |
| CY Total Expenses | $325,746 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$206,686 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $186,107 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $772,661 | TotalAssetsBOYAmt |
| Total Assets EOY | $958,768 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $772,661 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $958,768 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SAVING TINY HEARTS WAS ESTABLISHED TO RAISE SEED MONEY FOR GROSSLY UNDER-FUNDED, LIFESAVING GRASSROOTS RESEARCH OF CONGENITAL HEART DEFECTS. THE MONEY RAISED IS USED TO AWARD LIFESAVING RESEARCH GRANTS TO HELP PROLONG, IMPROVE, AND SAVE THE LIVES OF CHILDREN BORN WITH CONGENITAL HEART DEFECTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $286,574 | ExpenseAmt |
| Grant | $284,794 | GrantAmt |
| Desc | THE ORGANIZATION WAS ABLE TO PROVIDE GRANT FUNDING TO 5 RECIPIENTS PERFORMING RESEARCH OF CONGENITAL HEART DEFECTS IN NEWBORN BABIES. THE AVERAGE GRANT TO REACH RECIPIENT WAS $75,000. | Desc |
| Total Program Service Expenses | $286,574 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIAN PAUL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8472974200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1305 BUSCH PARKWAY 200 | AddressLine1Txt |
| City | BUFFALO GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60089 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| LARRY KLUGE | ||||||
| CHAIRMAN | 0.25 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRIAN PAUL | ||||||
| PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES CONZEMIUS | ||||||
| VICE PRESIDENT & SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRIDGET ZOCHER | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| FRANCIE PAUL | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN HARFIELD | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM ADOLPH | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| COLLEEN MALLON | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| LOREN WOLD | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| LESLIE ROSEN | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| SHANNON DENNEEN | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| TROY LARKOWSKI | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| BRITTANY YOUNGBLOOD | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $476,115 | FundraisingAmt |
| All Other Contributions | $75,493 | AllOtherContributionsAmt |
| Noncash Contributions | $114,173 | NoncashContributionsAmt |
| Total Contributions | $551,608 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $930 | TotalRevenueColumnAmt |
| Exclusion | $930 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,688 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,381 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,693 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,693 | TotalRevenueColumnAmt |
| Exclusion | -$2,693 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $117,754 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $476,115 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $155,746 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$37,992 | TotalRevenueColumnAmt |
| Exclusion | -$37,992 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $511,853 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$39,755 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,794 | TotalAmt |
| Program Services | $284,794 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,488 | TotalAmt |
| Management And General | $10,488 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $726 | TotalAmt |
| Management And General | $130 | ManagementAndGeneralAmt |
| Fundraising | $596 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,713 | TotalAmt |
| Fundraising | $2,713 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,561 | TotalAmt |
| Management And General | $1,005 | ManagementAndGeneralAmt |
| Fundraising | $556 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,666 | TotalAmt |
| Program Services | $1,666 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150 | TotalAmt |
| Management And General | $150 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,135 | TotalAmt |
| Program Services | $114 | ProgramServicesAmt |
| Management And General | $760 | ManagementAndGeneralAmt |
| Fundraising | $261 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| CREDIT CARD PROCESSING | $17,248 | $17,248 | |
| MISCELLANEOUS | $3,680 | $2,955 | $725 |
| DUES AND SUBSCRIPTIONS | $1,585 | $1,585 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325,746 | TotalAmt |
| Program Services | $286,574 | ProgramServicesAmt |
| Management And General | $34,321 | ManagementAndGeneralAmt |
| Fundraising | $4,851 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $342,043 | BOYAmt |
| EOY | $958,681 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $425,381 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237 | BOYAmt |
| EOY | $87 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $772,661 | BOYAmt |
| EOY | $958,768 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $772,661 | BOYAmt |
| EOY | $958,768 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $772,661 | BOYAmt |
| EOY | $958,768 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $772,661 | BOYAmt |
| EOY | $958,768 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $186,107 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $464,766 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $471,612 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $426,098 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $429,021 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $551,608 | CurrentTaxYearAmt |
| Total | $2,343,105 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $464,766 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $471,612 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $426,098 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $429,021 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $551,608 | CurrentTaxYearAmt |
| Total | $2,343,105 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $98,430 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,244,675 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $216 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $931 | CurrentTaxYearAmt |
| Total | $1,147 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,344,252 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $792,686 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.95750 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95870 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $674,799 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $7,200 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $7,200 | RevenueNotReportedAmt |
| Revenue Subtotal | $667,599 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$155,746 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$155,746 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $511,853 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $488,692 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $7,200 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $155,746 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $162,946 | ExpensesNotReportedAmt |
| Expenses Subtotal | $325,746 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $325,746 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE SOCIETY FOLLOWS THE GUIDANCE IN THE FASB CODIFICATION TOPIC RELATED TO UNCERTAINTY IN INCOME TAXES WHICH PRESCRIBES A COMPREHENSIVE MODEL FOR RECOGNIZING, MEASURING, PRESENTING AND DISCLOSING IN THE FINANCIAL STATEMENTS UNCERTAIN TAX POSITIONS THAT THE SOCIETY HAS TAKEN OR EXPECTS TO TAKE IN ITS TAX RETURNS. UNDER THE GUIDANCE, THE SOCIETY MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS "MORE LIKELY THAN NOT" THAT IT IS SUSTAINABLE, BASED ON ITS TECHNICAL MERITS. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION SHOULD BE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT WITH A TAXING AUTHORITY HAVING FULL KNOWLEDGE OF ALL RELEVANT INFORMATION. THE SOCIETY BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR THE POSITIONS TAKEN ON ITS RETURNS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT DIRECT EXPENSES -155,746. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT DIRECT EXPENSES 155,746. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL GALA | Event1Nm |
| Gross Receipts Event1 | $374,301 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $308,911 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $65,390 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $69,555 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $5,159 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $17,317 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF OUTING | Event2Nm |
| Gross Receipts Event2 | $195,588 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $143,224 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $52,364 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $54,473 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $5,720 | FoodAndBeverageEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $23,980 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $23,980 | CharitableContriOtherEventsAmt |
| Oth Direct Expnss Other Events | $3,522 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $593,869 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $476,115 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $117,754 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $124,028 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $10,879 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $20,839 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $155,746 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$37,992 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF ARIZON | |||||||||
| PO BOX 41867 | TUSCON | AZ | 85717 | 742652689 | 501(C)(3) | $75,000 | $0 | CONGENITAL HEART DEFECT RESEARCH | |
| UNIVERSITY OF CALIFORNIA-SAN DIEGO | |||||||||
| PO BOX 741539 | LOS ANGELES | CA | 90074 | 956006144 | 501(C)(3) | $75,000 | $0 | CONGENITAL HEART DEFECT RESEARCH | |
| MEDICAL UNIVERSITY OF SOUTH CAROLINA | |||||||||
| 1 SOUTH PARK CIRCLE BUILDING 1 | CHARLESTON | SC | 29407 | 576000722 | 501(C)(3) | $75,000 | $0 | CONGENITAL HEART DEFECT RESEARCH | SUITE 402 |
| NATIONWIDE CHILDREN'S HOSPITAL | |||||||||
| PO BOX 78000 | DETROIT | MI | 48278 | 316056230 | 501(C)(3) | $74,683 | $0 | CONGENITAL HEART DEFECT RESEARCH | |
| JOHN HOPKINS UNIVERSITY | |||||||||
| JOHNS HOPKINS CENTRAL LOCKBOX 12529 | CHICAGO | IL | 60693 | 520595110 | 501(C)(3) | $72,885 | $0 | CONGENITAL HEART DEFECT RESEARCH | COLLECTIONS CENTER DRIVE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | AT THE COMPLETION OF THE PROJECT, OR 1 YEAR FROM THE DATE OF THE AWARD (WHICHEVER COMES FIRST), A REPORT ACCOUNTING FOR ALL FUNDS USED, ALONG WITH A PROGRESS REPORT WHICH SUMMARIZES THE RESEARCH ACCOMPLISHMENTS BASED ON THE SPECIFIC GOALS OF THE PROJECT, SHALL BE SUBMITTED FOR REVIEW BY THE MEDICAL ADVISORY BOARD. |
| SCHEDULE I - ORGANIZATION/GOVERNMENT GRANTS | UT SOUTHWESTERN MEDICAL RETURNED A PORTION OF UNUSED PRIOR YEAR GRANT FUNDS OF $71,321 TO THE ORGANIZATION DURING 2022. BAYLOR TEXAS CHILDREN'S HOSPITAL RETURNED A PORTION OF UNUSED PRIOR YEAR GRANT FUNDS OF $16,453 TO THE ORGANIZATION DURING 2022. JOHN HOPKINS UNIVERSITY RETURNED A PORTION OF UNUSED PRIOR YEAR GRANT FUNDS OF $2,115 TO THE ORGANIZATION DURING 2022. THESE AMOUNTS WERE RECORDED AS AN OFFSET TO GRANT EXPENSES IN 2022. |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | GALA EVENT AUCTION ITEMS | 50 | $106,413 | FAIR VALUE |
| Yes (X) | GOLF OUTING PRIZES | 17 | $7,760 | FAIR VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE PRESIDENT, BRIAN PAUL, AND DIRECTOR, FRANCIE PAUL, HAVE A FAMILY RELATIONSHIP. BRIAN PAUL IS THE BUSINESSS PARTNER OF BRIDGET ZOCHER'S HUSBAND. |
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE DRAFT 990 IS REVIEWED IN DETAIL BY THE BOARD PRESIDENT, TREASURER AND SECRETARY AND A COMPLETE COPY IS PROVIDED TO THE FULL BOARD FOR APPROVAL PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD MEMBERS ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST AS WELL AS ANY CHANGES THAT OCCUR THROUGHOUT THE YEAR. CONFLICTS, IF ANY, ARE DISCUSSED AT A BOOARD MEETING AND THE CHAIR OF THE GOVERNANCE COMMITTEE MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THERE ARE NO EMPLOYEES, EXECUTIVE DIRECTOR OR COMPENSATED OFFICERS. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST, THE ORGANIZATION WILL MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE FOR INSPECTION. |
| FORM 990, PART XII, LINE 1: | THE ORGANIZATION CONTINUES TO USE THE MODIFIED CASH BASIS OF ACCOUNTING. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THR PRIOR YEAR. |
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