philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in

Heart 2 Serve FY2023 filing

Chino Hills, CAUnknown exempt organizationEIN 47-4281296Revenue $3.9M in FY2023

On file with the IRS15107 Ashwood Lane · Chino Hills, CA

This page gets seen. Tell your story. Claim this org.

We seek to provide all that is needed to rebuild a life that has fallen into hopelessness via job training, housing, and employment.

99¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 3
filings with a surplus
Average surplus $147K a year · 8% of revenue · last 3 filings
Worth a look: a surplus in 1 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
99%
of spending
Looks good: 99% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
2 mo
of spending, in cash
Fine: 2.5 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 3 voting members
Looks good: 3 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.9M
Spent
$3.2M
To programs
99%
Net assets
$694K
By yearFY2021–FY2024
Revenue
$3.9M
FY2023
Tap a bar for its year
Revenue by fiscal year
FY2021$0
FY2023$3.9M
FY2024$2.0M
Expenses
$3.2M
FY2023▲ ×24
Tap a bar for its year
Expenses by fiscal year
FY2021$137K
FY2023$3.2M
FY2024$2.1M
Net assets
$694K
FY2023▲ +555%
Tap a bar for its year
Net assets by fiscal year
FY2021$106K
FY2023$694K
FY2024$0

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

990 PDF Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Exemption reinstated (2018-05-15). Per the IRS revocation list. Latest filing on record: FY2024.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

99 cents of each dollar spent went to programs.

Program services 99% · $3.2M Management & general 1% · $28K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? The org can add a note here. Claim this org to fix it.

Who runs it and what they're paid

3 people listed on the 990.

Part VII, Section A · reportable compensation
Joe Cota
Secretary
$0Pt VII · Sec A
Ricardo Cota
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
See Heart 2 Serve executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Claim this org to fix it.

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers job training, housing, and employment to help people rebuild their lives.

Questions for Heart 2 Serve

Tap to ask. Heart 2 Serve sees how many people are interested.

Your first name shows with your question. Heart 2 Serve answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

1 program · $3.2M · in their own filed words · FY2023
01

Income from construction related services

$3.2Mprogram expense

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$3.9M
Ln 12
Fees for servicesLn 2g$3.9M
Money outPt IX
$3.2M
Ln 25
Programscol B$3.2M
Managementcol C$28K
Owns and owesPt X
$694K
net assets · Ln 32
Cash and savingsLn 1–2$685K
Total assetsLn 16$694K
LiabilitiesLn 26$0
PeoplePt VI, VII
3
listed · VII A
PaidVII A0
Voting boardVI 1a3
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$3.9M
Total revenueLn 12$3.9M
Assets in detailPt X, end of year
CashLn 1$685K
Cash and savings togetherLn 1–2$685K
Land, buildings, equipmentLn 10c$8K
Total assetsLn 16$694K
LiabilitiesLn 26$0
Net assetsLn 32$694K
OperationsPt I, VI
EmployeesI 50
VolunteersI 610
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$685K
Land, buildings, equipmentLn 10c$8K
Total assetsLn 16$0$694K
LiabilitiesLn 26$0$0
Net assetsLn 32$0$694K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$172K$172K
Other employee benefitsLn 9$20K$20K
Payroll taxesLn 10$27K$27K
Legal feesLn 11b$21K$21K
Accounting feesLn 11c$7K$7K
Other fees for servicesLn 11g$2K$2K
TravelLn 17$42K$42K
Conferences, conventions and meetingsLn 19$62K$62K
InsuranceLn 23$34K$34K
Other expenses (24a–d)Ln 24$2.8M$2.8M
Total functional expensesLn 25$3.2M$3.2M$28K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $2.0M$2.1M−$115K$0 990 PDF
FY2023 Viewing $3.9M$3.2M$694K$694K 990 PDF
FY2022 Not on file
FY2021 $0$137K−$137K$106K 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $3,923,430 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenue$3,923,430
I-10 Investment income$0
I-11 Other revenue$0
I-12 Total revenue$3,923,430
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$219,156
I-16a Professional fundraising fees$0
I-17 Other expenses$3,010,765
I-18 Total expenses$3,229,921
I-19 Revenue less expenses$693,509
Part VI · Governance 3 of 3 board members independent, 1 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members3
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $3,923,430 across 1 lines filed
Lines not itemized here account for $3,923,430 of total revenue; see the IRS return.
VIII-12 Total revenueRelated to mission $3,923,430 · Unrelated business $0 · Excluded from tax $0$3,923,430
Part IX · Statement of functional expenses $3,229,921 across 10 lines filed
IX-7 Other salaries and wagesPrograms $172,491$172,491
IX-9 Other employee benefitsPrograms $20,029$20,029
IX-10 Payroll taxesPrograms $26,636$26,636
IX-11b Legal feesManagement $21,109$21,109
IX-11c Accounting feesManagement $7,341$7,341
IX-11g Other fees for servicesPrograms $2,114$2,114
IX-17 TravelPrograms $42,368$42,368
IX-19 Conferences, conventions and meetingsPrograms $61,958$61,958
IX-23 InsurancePrograms $33,938$33,938
IX-24 Other expenses (24a–d)Programs $2,841,937$2,841,937
IX-25 Total functional expensesPrograms $3,201,471 · Management $28,450 · Fundraising $0$3,229,921
Part X · Balance sheet $693,509 assets, 6 lines filed
X-1 Cash, non-interest-bearing$685,259
X-10c Land, buildings and equipment, net$8,250
X-16 Total assetsStart of year $0$693,509
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $0$693,509
X-33 Total liabilities and net assetsStart of year $0$693,509
Part XI · Reconciliation of net assets $693,509 net assets at year end
XI-1 Total revenue$3,923,430
XI-2 Total expenses$3,229,921
XI-3 Revenue less expenses$693,509
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$693,509

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.