Nonprofit · EIN 93-2603998
HEART-FORWARD
Tax-exempt · NAPA, CA 94559
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,947 | $5,533 | -$2,586 | $890 | $0 | $890 |
| December 31, 2024 | 990-PF | $3,705 | $529 | $3,176 | $3,476 | $0 | $3,476 |
| December 31, 2023 | 990-PF | $1,847 | $1,547 | $300 | $1,847 | $1,547 | $300 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $2,947
Expenses
- Grants and similar amounts paid
- $5,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $5,000
Balance sheet and other
- Total assets, start of year
- $3,476
- Total assets, end of year
- $890
- Total liabilities, end of year
- $0
- Net assets, end of year
- $890
- Qualifying distributions
- $5,000
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-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Monica Nagy 683 Montecito Boulevard, Napa, CA 94559 | Directori CEO | 20 | $0 |
| Julie Baldia 2631 Indiana Street, Napa, CA 94558 | Director CFO | 20 | $0 |
| Jennifer Chen 24548 Vashon Hwy SW, Vashon, WA 98070 | Director | 20 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Monica Nagy 683 Montecito Boulevard, Napa, CA 94559 | Directori CEO | 20 | $0 |
| Julie Baldia 2631 Indiana Street, Napa, CA 94558 | Director CFO | 20 | $0 |
| Jennifer Chen 24548 Vashon Hwy SW, Vashon, WA 98070 | Director | 20 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Monica Nagy 683 Montecito Blvd, Napa, CA 94559 | CEO | 10 | $0 |
| Julie Baldia 2631 Indiana Street, Napa, CA 94558 | CFO & Secretary | 10 | $0 |
| Jennifer Chen 24548 Vashon Highway SW, Vashon, WA 98070 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 683 MONTECITO BLVD, NAPA, CA 94559-1515
- In care of
- % MONICA NAGY
- Signed the 990-PF
- Monica, Nagy
- Phone
- (707) 637-3226
California records
California keeps its own records of charities and corporations. Search them by EIN 93-2603998 or by the name HEART-FORWARD.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 93-2603998
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2023
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Public and societal benefit (W12)
- Assets (IRS master file)
- $890
- Income (IRS master file)
- $2,947
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,947 | $5,533 | $890 | IRS |
| 990-PF | December 2024 | $3,705 | $529 | $3,476 | XML |
| 990-PF | December 2023 | $1,847 | $1,547 | $1,847 | XML |
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 93-2603998).
Questions about HEART-FORWARD
- What is the EIN of HEART-FORWARD?
- The employer identification number (EIN) of HEART-FORWARD is 93-2603998.
- Is HEART-FORWARD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to HEART-FORWARD tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HEART-FORWARD file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HEART-FORWARD due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEART-FORWARD last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of HEART-FORWARD?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does HEART-FORWARD have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,947, expenses of $5,533 and total assets of $890 at year end.
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