Nonprofit · EIN 82-3168697
HEART TRUST
Tax-exempt · LOVELAND, OH 45140
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ (amended) | $114,822 | $132,687 | -$17,865 | $143,720 | – | $143,720 |
| December 31, 2023 | 990-EZ | $154,221 | $77,113 | $77,108 | $204,647 | – | $204,647 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $114,739
- Investment income
- $83
Expenses
- Compensation of officers, directors and key employees
- $57,942
- Salaries, compensation and benefits (total)
- $119,130
- Professional fees and payments to contractors
- $2,156
- Other expenses
- $11,401
- Program services (functional)
- $132,687
Balance sheet and other
- Total assets, start of year
- $204,647
- Total assets, end of year
- $143,720
- Total liabilities, end of year
- –
- Net assets, end of year
- $143,720
- Cash, savings and investments
- $143,370
- Gross receipts
- $114,822
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID SHELDON | PRESIDENT | 40 | $57,942 | $61,188 |
| JAMES LENHOFF | TREASURER | 0.2 | $0 | – |
| STEPHANIE MCDONALD | SECRETARY | 0.2 | $0 | – |
| SCOTT FENNELL | TRUSTEE | 0.1 | $0 | – |
| PAUL SMILEY | TRUSTEE | 0.1 | $0 | – |
| CHRIS HALTER | TRUSTEE | 0.1 | $0 | – |
| LORI HALTER | TRUSTEE | 0.1 | $0 | – |
990-EZ for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID SHELDON | PRESIDENT | 40 | $57,942 |
| JAMES LENHOFF | TREASURER | 0.2 | $0 |
| STEPHANIE MCDONALD | SECRETARY | 0.2 | $0 |
| SCOTT FENNELL | TRUSTEE | 0.1 | $0 |
| PAUL SMILEY | TRUSTEE | 0.1 | $0 |
| CHRIS HALTER | TRUSTEE | 0.1 | $0 |
| LORI HALTER | TRUSTEE | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 9392 GREENHEDGE LN, LOVELAND, OH 45140-9347
- In care of
- % DAVID SHELDON
- Mailing address (990-N for 2022)
- 9392 Greenhedge Ln, Loveland OH 45140
- Principal officer (990-N for 2022)
- David Sheldon, 9392 Greenhedge Ln, Loveland OH 45140
- Signed the 990-EZ
- DAVID SHELDON, PRESIDENT
- Phone
- (859) 866-5007
- Website
- WWW.THE-HEART-TRUST.COM
- Return prepared by
- SCROGGINSGREAR INC
Mission
BRINGING THE PRESENCE AND REVELATION OF GOD TO THE HEART OF MAN FOR INTIMATE HEALING AND SUSTAINABLE GROWTH.
Program accomplishments
- INDIVIDUALIZED, FACE TO FACE PASTORAL AND PERSONAL MINISTRY APPOINTMENTS. THESE MEETINGS INCLUDE APPOINTMENTS IN PERSON, OVER THE PHONE, AND VIA ZOOM.Expenses $62,197
- HOSTED A WEEKLY MEN'S BIBLE STUDY / BLESSING / PRAYER MEETING. COMMUNION IS CELEBRATED ON A PERIODIC BASIS. PARTICIPATION IN WEEKLY INTERCESSION MEETINGS. IN ADDITION TO THESE BIBLE STUDY/PRAYER MEETINGS, THERE WAS PARTICIPATION IN CO-LEADING A WEEKLY HOUSE CHURCH GATHERING FOR THE YEAR.Expenses $24,879
- OTHER MISCELLANEOUS MINISTRY TO MEN AND COUPLES.Expenses $45,611
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 82-3168697
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2018
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Religion-related (X20)
- Assets (IRS master file)
- $143,720
- Income (IRS master file)
- $114,822
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | $114,822 | $132,687 | $143,720 | XML |
| 990-EZ | December 2023 | $154,221 | $77,113 | $204,647 | XML |
| 990-N for 2022 Officer: David Sheldon | December 31, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 82-3168697).
Questions about HEART TRUST
- What is the EIN of HEART TRUST?
- The employer identification number (EIN) of HEART TRUST is 82-3168697.
- Is HEART TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to HEART TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HEART TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HEART TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEART TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
- Who is the principal officer of HEART TRUST?
- The 990-N for 2022 names David Sheldon.
- Who are the officers and directors of HEART TRUST?
- The 990-EZ for the year ended December 31, 2024 lists 7 people; 1 received compensation from the organization, the highest $57,942 (DAVID SHELDON, PRESIDENT).
- How much revenue does HEART TRUST have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $114,822, expenses of $132,687 and total assets of $143,720 at year end.
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- ACTIVATION MINISTRIES EIN 84-2376892 · last filed 990-N for 2025
- HUMAN FOUNDATIONS INSTITUTE EIN 31-1229945 · last filed 990-PF for 2024
- HASTINGS FAMILY FOUNDATION EIN 45-4201513 · last filed 990-PF for 2025
- IGNITE CREATIVE MINISTRIES EIN 93-3672037 · last filed 990-N for 2023
- INSTITUTE FOR LIGHT AND LORE EIN 33-4550144 · last filed 990-N for 2025
- GREATER CINCINNATI VOICE OF THE FAITHFUL INC EIN 20-4405914 · last filed 990-N for 2025
- RESURGENCE EIN 83-2123748 · last filed 990-N for 2024