HEART BROTHERS FOUNDATION INC: Form 990EZ, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HEART BROTHERS FOUNDATION INC (EIN 46-3534947)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-11
- IRS object ID
- 201913159349200871
- Schema version
- 2018v3.1
- 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 | 2019-11-11T09:17:03-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043298770 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS R POPE CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 381 ELLIOT STREET SUITE 115L | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02464 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463534947 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HEART BROTHERS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAR | BusinessNameControlTxt |
| Phone | 5088588779 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 CEDAR HILL STREET NO 200 | AddressLine1Txt |
| City | MARLBORO | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01752 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT D ROMER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5088588779 | PhoneNum |
| Signature | 2019-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS R POPE CPA PC | PreparerPersonNm |
| PTIN | P00105527 | PTIN |
| Phone | 6179644029 | PhoneNum |
| Preparation | 2019-11-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 146.115.144.86 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-11 | IPDt |
| IP Tm | 10:14:56 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 748EA7F0155EE1BE7EB24C59B4FA55C5FAC46BDC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 748EA7F0155EE1BE7EB24C59B4FA55C5FAC46BDC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $177,935 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $115,460 | ContributionsGiftsGrantsEtcAmt |
| Fundraising Gross Income | $62,475 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $51,858 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $10,617 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $126,077 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $63,819 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $3,208 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $13,633 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $21,022 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $42,223 | OtherExpensesTotalAmt |
| Total Expenses | $143,905 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$17,828 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $31,882 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $14,054 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,882 | BOYAmt |
| EOY | $14,054 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,882 | BOYAmt |
| EOY | $14,054 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,882 | BOYAmt |
| EOY | $14,054 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO BRING RESOURCES TOGETHER TO HELP PATIENTS AND THEIR LOVED ONES SURVIVE A LIFE WITH HEART FAILURE AND ALL ITS CHALLENGES. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| VISITING & SPEAKING TO PATIENTS OR FAMILY BY PHONE OR VISITS AT HOSPITAL. | $0 | $14,447 |
| SUPPORT WAS PROVIDED TO FAMILIES WITH HEART RELATED ILLNESSES IN THE FORM OF ASSISTANCE WITH TRAVEL, LODGING AND CO-PAY EXPENSES. | $0 | $64,568 |
| TEAMHEARTBROTHERS INCREASED ITS OUTREACH EFFORTS. HEART TRANSPLANT RECIPIENTS FROM NEW ENGLAND VISITED A LARGER NUMBER OF PATIENTS & FAMILIES AT TRANSPLANT HOSPITALS AND FEEDER HOSPITALS. | $0 | $14,361 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $93,376 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| PATRICK J SULLIVAN | ||||
| PRESIDENT | 20.00 | $0 | $0 | $0 |
| ROBERT D ROMER | ||||
| TREASURER | 20.00 | $0 | $0 | $0 |
| SUSAN J ROMER | ||||
| CLERK | 1.00 | $0 | $0 | $0 |
| SUSAN J ROMER | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| LESLIE ANNE SULLIVAN | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| PATRICK J SULLIVAN | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT D ROMER | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID DENOFRIO | ||||
| DIRECTOR | 1.00 | $0 | $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 |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT ROMER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 CEDAR HILL STREET | AddressLine1Txt |
| City | MARLBORO | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01752 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5088588779 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,814 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,691 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,966 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,163 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $115,460 | CurrentTaxYearAmt |
| Total | $276,094 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,814 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,691 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,966 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,163 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $115,460 | CurrentTaxYearAmt |
| Total | $276,094 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $276,094 | PublicSupportTotal170Amt |
| Total Support | $276,094 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $500 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 1.00000 | PublicSupportCY170Pct |
| Public Support PY170 | 1.00000 | 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 G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | OTHER | Event1Nm |
| Event2 | GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $67,325 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $4,850 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $62,475 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $1,285 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $16,250 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $16,217 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $18,106 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $67,325 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $4,850 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $62,475 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $1,285 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $16,250 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $16,217 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $18,106 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $51,858 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $10,617 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 185. DESCRIPTION: ANNUAL REPORT FEES & STATE FILINGS. AMOUNT: 55. DESCRIPTION: INSURANCE. AMOUNT: 1,300. DESCRIPTION: FEES TO HEART BROTHERS LLC. AMOUNT: 956. DESCRIPTION: BANK/CREDIT CARD CHARGES. AMOUNT: 961. DESCRIPTION: CONFERENCE, MEETINGS. AMOUNT: 241. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 868. DESCRIPTION: TELEPHONE. AMOUNT: 491. DESCRIPTION: TRAVEL. AMOUNT: 18,824. DESCRIPTION: GRANT WRITING. AMOUNT: 13,628. DESCRIPTION: COMPUTER SUPPLIES. AMOUNT: 1,500. DESCRIPTION: BUSINESS EXPENSES. AMOUNT: 130. DESCRIPTION: DOMAIN. AMOUNT: 3,065. DESCRIPTION: REPORTS. AMOUNT: 19. TOTAL TO FORM 990-EZ, LINE 16: 42,223. | ExplanationTxt |
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 |