Heartline INC

Tax-deductible

Oklahoma City, OK501(c)(3)Since 1971Mental HealthEIN 73-0800311

Heartline connects oklahomans to help, hope and information - 24 hours a day.

501(c)(3) charity; gifts are tax-deductible.
89¢ of each $1 spent went to programs.
Run by 15 volunteers and 204 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
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
4 of 5
filings with a surplus
Average surplus $865K a year · 17% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$165K
to officers and key staff · 2% of spending
Top officer’s pay higher than 74% of similar orgs
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Looks good: 3.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $5.0M
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$890K
15% of total assets
Looks good: liabilities are 15% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$9.1M
+14% vs prior year
Spent
$9.3M
To programs
89%
Net assets
$4.9M
By yearFY2020–FY2024
Revenue
$9.1M
FY2024▲ +14%
Revenue by fiscal year
FY2020$2.1M
FY2021$3.2M
FY2022$4.2M
FY2023$8.5M
FY2024$7.9M
FY2024$9.1M
Expenses
$9.3M
FY2024▲ +16%
Expenses by fiscal year
FY2020$2.0M
FY2021$2.5M
FY2022$2.9M
FY2023$6.3M
FY2024$8.0M
FY2024$9.3M
Net assets
$4.9M
FY2024▼ -4%
Net assets by fiscal year
FY2020$836K
FY2021$1.6M
FY2022$2.9M
FY2023$5.1M
FY2024$5.1M
FY2024$4.9M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 1972.

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

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $8.3M Management & general 9% · $836K Fundraising 2% · $154K

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

Who runs it and what they're paid

16 people listed on the 990; $165K paid to officers and key staff.

Part VII, Section A · reportable compensation
Chief Executive Officer
$165,159Pt VII · Sec A
Board President
$0Pt VII · Sec A
Board Vice-President
$0Pt VII · Sec A
Board Secretary
$0Pt VII · Sec A
Board Treasurer
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Margaret Preston’s $165K as Chief Executive Officer is at the 74th percentile of top reported officer pay among 1683 $1–10M mental health nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Margaret Preston$165,159$143,286$168,096$115,100$119,523$119,523

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Heartline INC executive salaries →

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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 15aYes

Programs and updates

Connects Oklahomans to help, hope, and information 24 hours a day.

Provided by the organization

This section is blank until Heartline INC claims this page.

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3 program services account for $8.2M of program spending, described in the organization's own filed words · FY2024.
01

Heartlines call center handles incoming calls for 76 counties in the state of oklahoma for the youth crisis mobile response. Heartline is on the frontlines for assisting in the provision of rapid, community-based mobile response intervention services for children, youth and young adults up to the age of 25 who are experiencing…

$6.1Mprogram expense
02

2-1-1 is a free, 24-HOUR phone service that provides oklahomans access to information about health and human services. Highly trained 2-1-1 call specialists offer compassionate engagement and can make in-depth assessments and referral plans based on eligibility requirements for each program.

$1.4Mprogram expense
03

Heartlines suicide prevention and awareness programs provide oklahomans with (accredited) best practices for identifying warning signs and risk factors for individuals at risk for suicide and mental health crisis on how to properly intervene.

$725Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 3 funders →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$9.1M
Ln 12
Gifts and grantsLn 1h$8.2M
Fees for servicesLn 2g$600K
Investment incomeLn 3$262K
Money outPt IX
$9.3M
Ln 25
Programscol B$8.3M
Managementcol C$836K
Fundraisingcol D$154K
Owns and owesPt X
$4.9M
net assets · Ln 32
Cash and savingsLn 1–2$2.5M
Total assetsLn 16$5.8M
LiabilitiesLn 26$890K
PeoplePt VI, VII
16
listed · VII A
PaidVII A1
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$8.2M
Government grantsLn 1e$7.7M
Fundraising eventsLn 1c$51K
Fees for servicesLn 2g$600K
Investment incomeLn 3$262K
Gains on assetsLn 7$185K
Total revenueLn 12$9.1M
Assets in detailPt X, end of year
CashLn 1$712K
SavingsLn 2$1.7M
Cash and savings togetherLn 1–2$2.5M
Land, buildings, equipmentLn 10c$14K
Other assetsLn 15$491K
Total assetsLn 16$5.8M
LiabilitiesLn 26$890K
Net assetsLn 32$4.9M
OperationsPt I, VI
EmployeesI 5204
VolunteersI 615
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 FY24End FY24
Cash and savingsLn 1–2$3.6M$2.5M
Land, buildings, equipmentLn 10c$175K$14K
Total assetsLn 16$5.8M$5.8M
LiabilitiesLn 26$739K$890K
Net assetsLn 32$5.1M$4.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$145K$93K$19K$33K
Other salaries and wagesLn 7$6.4M$6.0M$327K$79K
Other employee benefitsLn 9$814K$735K$67K$12K
Payroll taxesLn 10$591K$517K$63K$11K
Legal feesLn 11b$47K$2K$45K$0
Accounting feesLn 11c$215K$152K$63K$0
Other fees for servicesLn 11g$160K$151K$8K$10
Advertising and promotionLn 12$13K$4K$5K$3K
Office expensesLn 13$145K$119K$27K−$1K
Information technologyLn 14$244K$239K$4K$268
OccupancyLn 16$180K$129K$46K$5K
TravelLn 17$38K$32K$6K$294
Conferences, conventions and meetingsLn 19$7K$3K$3K$199
InterestLn 20$998$263$679$56
Depreciation, depletion and amortizationLn 22$16K$2K$14K$438
InsuranceLn 23$68K$6K$62K$63
Other expenses (24a–d)Ln 24$163K$74K$77K$12K
Total functional expensesLn 25$9.3M$8.3M$836K$154K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $7.9M$8.0M−$14K$5.1M 990 PDF
FY2023 $8.5M$6.3M$2.2M$5.1M 990 PDF
FY2022 $4.2M$2.9M$1.3M$2.9M 990 PDF
FY2021 $3.2M$2.5M$755K$1.6M 990 PDF
FY2020 $2.1M$2.0M$82K$836K 990 PDF

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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 FY2024 990 (4 parts)
Part VIII · Statement of revenue $9,050,888 across 10 lines filed
VIII-1a Federated campaigns$232,769
VIII-1c Fundraising events$51,072
VIII-1e Government grants$7,710,660
VIII-1f All other contributions, gifts and grants$227,153
VIII-1h Total contributions, gifts and grants$8,221,654
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Unrelated business $0 · Excluded from tax $0$599,857
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $77,092$77,092
VIII-7 Net gain or loss on sales of assetsRelated to mission $0 · Unrelated business $0 · Excluded from tax $184,642$184,642
VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax −$32,357−$32,357
VIII-12 Total revenueRelated to mission $599,857 · Unrelated business $0 · Excluded from tax $229,377$9,050,888
Part IX · Statement of functional expenses $9,256,662 across 17 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $92,800 · Management $18,850 · Fundraising $33,350$145,000
IX-7 Other salaries and wagesPrograms $6,007,306 · Management $326,767 · Fundraising $79,155$6,413,228
IX-9 Other employee benefitsPrograms $734,562 · Management $67,371 · Fundraising $11,670$813,603
IX-10 Payroll taxesPrograms $517,194 · Management $62,784 · Fundraising $10,816$590,794
IX-11b Legal feesPrograms $2,000 · Management $44,720 · Fundraising $0$46,720
IX-11c Accounting feesPrograms $151,965 · Management $62,585 · Fundraising $0$214,550
IX-11g Other fees for servicesPrograms $151,157 · Management $8,364 · Fundraising $10$159,531
IX-12 Advertising and promotionPrograms $4,260 · Management $5,319 · Fundraising $3,118$12,697
IX-13 Office expensesPrograms $118,902 · Management $27,337 · Fundraising −$1,460$144,779
IX-14 Information technologyPrograms $239,389 · Management $3,911 · Fundraising $268$243,568
IX-16 OccupancyPrograms $128,539 · Management $46,383 · Fundraising $4,818$179,740
IX-17 TravelPrograms $31,835 · Management $5,892 · Fundraising $294$38,021
IX-19 Conferences, conventions and meetingsPrograms $3,489 · Management $2,952 · Fundraising $199$6,640
IX-20 InterestPrograms $263 · Management $679 · Fundraising $56$998
IX-22 Depreciation, depletion and amortizationPrograms $2,070 · Management $13,706 · Fundraising $438$16,214
IX-23 InsurancePrograms $6,442 · Management $61,571 · Fundraising $63$68,076
IX-24 Other expenses (24a–d)Programs $73,734 · Management $77,064 · Fundraising $11,705$162,503
IX-25 Total functional expensesPrograms $8,265,907 · Management $836,255 · Fundraising $154,500$9,256,662
Part X · Balance sheet $5,788,242 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $2,032,626$711,746
X-2 Savings and temporary cash investmentsStart of year $1,564,199$1,749,213
X-3 Pledges and grants receivableStart of year $1,632,098$2,651,338
X-4 Accounts receivableStart of year $20,520$43,121
X-9 Prepaid expenses and deferred chargesStart of year $122,891$128,225
X-10c Land, buildings and equipment, netStart of year $175,058$13,789
X-15 Other assetsStart of year $288,217$490,810
X-16 Total assetsStart of year $5,835,609$5,788,242
X-17 Accounts payable and accrued expensesStart of year $509,461$458,304
X-25 Other liabilitiesStart of year $229,118$431,324
X-26 Total liabilitiesStart of year $738,579$889,628
X-27 Net assets without donor restrictionsStart of year $4,750,636$4,566,911
X-28 Net assets with donor restrictionsStart of year $346,394$331,703
X-32 Total net assets or fund balancesStart of year $5,097,030$4,898,614
X-33 Total liabilities and net assetsStart of year $5,835,609$5,788,242
Part XI · Reconciliation of net assets $4,898,614 net assets at year end
XI-1 Total revenue$9,050,888
XI-2 Total expenses$9,256,662
XI-3 Revenue less expenses−$205,774
XI-4 Net assets at start of year$5,097,030
XI-9 Other changes in net assets$7,358
XI-10 Net assets at end of year$4,898,614

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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