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Nonprofit · EIN 20-0867845

HEARTS & LIVES

Tax-exempt (reinstated) · CRESTLINE, CA 92325

Financials

$812K$835K2023$1.1M$1.1M2024
Revenue Expenses · by fiscal year end
Financials of HEARTS & LIVES by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$1,140,795$1,091,879$48,916$340,440$30,563$309,877
June 30, 2024990$811,642$835,147-$23,505$393,756$43,946$349,810
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$1,132,595
of which government grants
$1,051,644
Program service revenue
$0
Investment income
$0
Net rental income
$6,600
Other revenue
$8,200

Expenses

Grants and similar amounts paid
$10,907
Compensation of officers, directors and key employees
$120,000
Other salaries and wages
$645,826
Salaries, compensation and benefits (total)
$836,240
Professional fundraising fees
$0
Legal fees
$267
Accounting fees
$18,148
Occupancy
$96,968
Travel
$2,457
Program services (functional)
$827,434
Management and general (functional)
$239,520
Fundraising (functional)
$24,925

Balance sheet and other

Total assets, start of year
$393,756
Total assets, end of year
$340,440
Total liabilities, end of year
$30,563
Net assets, end of year
$309,877
Land, buildings and equipment
$1,537
Net assets without donor restrictions
$268,513
Net assets with donor restrictions
$41,364
Gross receipts
$1,140,795
Employees
25
Volunteers
6
Year formed
2004
State of legal domicile
CA

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 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Luvia RodriguezExecutive Dir.
Officer
40$120,000
Rev William Stanley IIIVice President
Trustee or director, Officer
10$0
Heather DoughertyDirector
Trustee or director
10$0
Richard SavichTreasurer
Trustee or director, Officer
10$0
Tom BachmanPresident
Trustee or director, Officer
10$0
Beverly RiosSecretary
Trustee or director, Officer
10$0
990 for the year ended June 30, 2024: 6 people
NameTitleHours / weekCompensation
Luvia RodriguezExecutive Dir.
Officer
40$120,000
Rev William Stanley IIIVice President
Trustee or director, Officer
10$0
Heather DoughertyDirector
Trustee or director
10$0
Richard SavichTreasurer
Trustee or director, Officer
10$0
Tom BachmanPresident
Trustee or director, Officer
10$0
Beverly RiosSecretary
Trustee or director, Officer
10$0

Address and contacts

Address (IRS master file)
24028 LAKE DR STE A, CRESTLINE, CA 92325-0000
In care of
% IRA S MASER
Principal officer (990 for 2024)
Luvia Rodriguez, PO Box 4644, Blue Jay, CA 92317
Signed the 990
Richard Savich, Treasurer
Phone
(909) 338-3222
Return prepared by
Brett Bradbury CPA PC

Mission

Addressing the needs of residents in the rim mountain communities through case management, direct services and referrals, and collaborating with governmental and nonprofit community resource providers.

990 for the year ended June 30, 2025

Program accomplishments

  • Providing families with a comprehensive, integrated system of case management, early childhood development, and services through case management. The Early Identification and Intervention Services program provides early intervention from ages 0-9 that exhibit behavioral and emotional issues due to trauma, crisis, loss, and development delays. Screening and treatment is offered through services to treat and prevent future behavioral issues and to improve the quality of life for these children. We provided 3,337 services to participants for fiscal year ended June 30, 2025.
    Expenses $447,768 · grants $10,907
  • The First 5 program offers classes to parents with the goal of strengthening families through education, case management, and providing much needed resources to our underserved community. We provided 2,054 services to participants and families for the fiscal year ending June 30, 2025.
    Expenses $261,246
  • The Promotores de Salud Community Health Worker Program provides community outreach and mental health support among the Latino community. We implement community health workers to go throughout this population and provide participants with education and direct services regarding mental health screenings and treatment, in order to destigmatize the need for these services in a population traditionally underserved by mental health systems. We provided 3,442 services to participants for fiscal year ended June 30, 2025.
    Expenses $118,420

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
20-0867845
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2023
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$340,440
Income (IRS master file)
$1,140,795

Revocation and reinstatement

Exemption revoked
November 15, 2021
Posted by the IRS
July 13, 2022
Reinstated
Effective November 15, 2021

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025–––IRS
990June 2024–––IRS
990June 2023$686,442$746,884$259,328IRS
990June 2022$889,526$886,476$330,604IRS
990June 2021$788,997$662,742$326,323IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about HEARTS & LIVES

What is the EIN of HEARTS & LIVES?
The employer identification number (EIN) of HEARTS & LIVES is 20-0867845.
Is HEARTS & LIVES tax-exempt?
Yes. The IRS revoked its exemption on November 15, 2021 and reinstated it effective November 15, 2021.
Are donations to HEARTS & LIVES tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does HEARTS & LIVES 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 HEARTS & LIVES due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HEARTS & LIVES last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of HEARTS & LIVES?
The 990 for the year ended June 30, 2025 names Luvia Rodriguez.
Who are the officers and directors of HEARTS & LIVES?
The 990 for the year ended June 30, 2025 lists 6 people; 1 received compensation from the organization, the highest $120,000 (Luvia Rodriguez, Executive Dir.).
How much revenue does HEARTS & LIVES have?
On its 990 for the year ended June 30, 2025 it reported revenue of $1,140,795, expenses of $1,091,879 and total assets of $340,440 at year end.

Other nonprofits in CRESTLINE

All nonprofits in CRESTLINE · California · Community improvement and capacity building