CHARACTER HEART INC: Form 990EZ, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CHARACTER HEART INC (EIN 63-1249267)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201513209349201666
- Schema version
- 2014v5.0
- 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 | 2015-11-16T09:26:56-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721396621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7550 HALCYON SUMMIT DRIVE | AddressLine1Txt |
| City | MONTGOMERY | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 631249267 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARACTER HEART INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 3342724276 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 240413 | AddressLine1Txt |
| City | MONTGOMERY | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 361240413 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAMELA MORGAN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3342724276 | PhoneNum |
| Signature | 2015-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHYLLIS S INGRAM CPA | PreparerPersonNm |
| PTIN | P00837269 | PTIN |
| Phone | 3342716678 | PhoneNum |
| Preparation | 2015-10-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | WWW.CHARACTERATHEART.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Gross Receipts | $112,232 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $19,085 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $93,000 | ProgramServiceRevenueAmt |
| Investment Income | $147 | InvestmentIncomeAmt |
| Total Revenue | $112,232 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $49,490 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $6,690 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $17,936 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $1,074 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $13,133 | OtherExpensesTotalAmt |
| Total Expenses | $88,323 | TotalExpensesAmt |
| Excess Or Deficit For Year | $23,909 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $31,693 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $55,602 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,791 | BOYAmt |
| EOY | $78,821 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,975 | BOYAmt |
| EOY | $5,831 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,766 | BOYAmt |
| EOY | $84,652 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,073 | BOYAmt |
| EOY | $29,050 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,693 | BOYAmt |
| EOY | $55,602 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | PROMOTING CHARACTER DEVELOPMENT IN CHILDREN BY PROVIDING OUTSTANDING CHARACTER EDUCATION CURRICULUM, TRAINING AND FOLLOW-UP SUPPORT TO SCHOOLS, TEACHERS AND PARENTS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | INTRODUCED "MANNERS OF THE HEART" AND "BUILDING STRONG CHARACTER" CURRICULUM TO SEVERAL PUBLIC SCHOOL DISTRICTS AND IMPLEMENTED THE PROGRAM WITH VARIOUS TEACHERS, STUDENTS AND PARENTS. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $0 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| ROBERT EL GILPIN | ||||
| CHAIR | 0.00 | $0 | $0 | $0 |
| WAYNE BLACKWELL | ||||
| SECRETARY | 0.00 | $0 | $0 | $0 |
| BETSY COBB ECHOLS | ||||
| BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| SALLYE LONGSHORE | ||||
| BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| DOUGLAS MCELVY | ||||
| BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| REP DIMITRI POLIZOS | ||||
| BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| MIKE REINHARDT | ||||
| BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| CHARLENE WACHS | ||||
| TREASURER | 0.00 | $0 | $0 | $0 |
| PAMELA MORGAN | ||||
| EXECUTIVE DIRECTOR | 25.00 | $15,541 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAMELA MORGAN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4156 CARMICHAEL COURT | AddressLine1Txt |
| City | MONTGOMERY | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3342724276 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,076 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $83,687 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $118,925 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,855 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,085 | CurrentTaxYearAmt |
| Total | $291,628 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $116,265 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $81,667 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $75,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $117,300 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $93,000 | CurrentTaxYearAmt |
| Total | $483,232 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $157,341 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $165,354 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $193,925 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $146,155 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $112,085 | CurrentTaxYearAmt |
| Total | $774,860 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,000 | CurrentTaxYearMinus1YearAmt |
| Total | $117,700 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,000 | CurrentTaxYearMinus1YearAmt |
| Total | $117,700 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $657,160 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $147 | CurrentTaxYearAmt |
| Total | $147 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $147 | CurrentTaxYearAmt |
| Total | $147 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $157,341 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $165,354 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $193,925 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $146,155 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $112,232 | CurrentTaxYearAmt |
| Total | $775,007 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.84790 | PublicSupportCY509Pct |
| Public Support PY509 | 0.83100 | PublicSupportPY509Pct |
| Investment Income CY | 0.00020 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST INCOME . AMOUNT: 147. |
| FORM 990-EZ, PART I, LINE 14 | DESCRIPTION: DEPRECIATION. AMOUNT: 2,145. DESCRIPTION: OTHER EXPENSES. AMOUNT: 15,791. TOTAL TO FORM 990-EZ, LINE 14: 17,936. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: PAYROLL TAXES. AMOUNT: 4,374. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 3,314. DESCRIPTION: TRAVEL. AMOUNT: 305. DESCRIPTION: INSURANCE. AMOUNT: 1,727. DESCRIPTION: CURRICULUM. AMOUNT: 585. DESCRIPTION: WORKSHOPS AND SCHOOL VISITS. AMOUNT: 973. DESCRIPTION: AWARDS. AMOUNT: 1,320. DESCRIPTION: MISCELLANEOUS. AMOUNT: 535. TOTAL TO FORM 990-EZ, LINE 16: 13,133. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: PREPAID EXPENSES . BEG. OF YEAR AMOUNT: 850. END OF YEAR AMOUNT: 850. DESCRIPTION: SECURITY DEPOSIT . BEG. OF YEAR AMOUNT: 675. END OF YEAR AMOUNT: 675. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 6,450. END OF YEAR AMOUNT: 4,306. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: ACCOUNTS PAYABLE . BEG. OF YEAR AMOUNT: 73. END OF YEAR AMOUNT: 50. DESCRIPTION: DEFERRED REVENUE . BEG. OF YEAR AMOUNT: 20,000. END OF YEAR AMOUNT: 29,000. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |
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