Nonprofit · EIN 27-1105150
THE HEART OF IDA
Tax-exempt · LONG BEACH, CA 90808
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $131,617 | $243,240 | -$111,623 | $185,518 | $8,050 | $177,468 |
| December 31, 2024 | 990 | $486,820 | $444,584 | $42,236 | $297,159 | $8,068 | $289,091 |
| December 31, 2023 | 990 | $393,056 | $253,220 | $139,836 | $255,107 | $8,252 | $246,855 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $131,154
- Investment income
- $463
Expenses
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $173,912
- Professional fees and payments to contractors
- $25,707
- Printing, publications and postage
- $3,143
- Other expenses
- $40,478
- Program services (functional)
- $215,092
Balance sheet and other
- Total assets, start of year
- $297,159
- Total assets, end of year
- $185,518
- Total liabilities, end of year
- $8,050
- Net assets, end of year
- $177,468
- Cash, savings and investments
- $183,848
- Gross receipts
- $131,617
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Amy Opheim | President | 2 | $0 |
| Eric Berg | Vice Chair | 1 | $0 |
| Ann-Marie Gabel CPA | Treasurer | 2 | $0 |
| Garrett Brief | Secretary | 1 | $0 |
| Patricia Estrada | Director | 1 | $0 |
| Elana Feldman | Director | 1 | $0 |
990 for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Amy Opheim | President Trustee or director, Officer | 2 | $0 |
| Eric Berg | Vice Chair Trustee or director, Officer | 1 | $0 |
| Ann-Marie Gabel CPA | Treasurer Trustee or director, Officer | 2 | $0 |
| Garrett Brief | Secretary Trustee or director, Officer | 1 | $0 |
| Patricia Estrada | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Amy Opheim | President Trustee or director, Officer | 2 | $0 |
| Eric Berg | Vice Chair Trustee or director, Officer | 1 | $0 |
| Ann-Marie Gabel CPA | Treasurer Trustee or director, Officer | 1 | $0 |
| Garrett Brief | Director Trustee or director | 1 | $0 |
| Laura Doyle | Director Trustee or director | 1 | $0 |
| Tom Leary | Director Trustee or director | 1 | $0 |
| Patricia Estrada | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3355 N BELLFLOWER BLVD, LONG BEACH, CA 90808-3653
- In care of
- % DINA BERG
- Mailing address (990-N for 2018)
- 1150 4th, Long Beach CA 90802
- Principal officer (990-N for 2018)
- Dina Berg, 3355 Bellflower, Long Beach CA 90808
- Signed the 990-EZ
- Amy Opheim, President
- Phone
- (562) 570-3548
- Website
- www.heartofida.org
- Return prepared by
- Katherine Gluck CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 27-1105150 or by the name THE HEART OF IDA.
- 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)
Mission
The Heart of Ida supports Long Beach seniors in need with programs and services that sustain independence and connection within their community.
Program accomplishments
- The Stay Connected Program is the umbrella for all activities related to the Stay Connected initiative, which helps seniors stay connected to their community. It includes drop-in office hours on Mondays, Wednesdays, and Fridays where seniors can receive one-on-one assistance. Services under Stay Connected include the Essential Needs Pantry, bi-weekly phone and text messages to check on seniors, and personal phone calls when necessary to provide additional support. Additionally, CalFresh outreach is now part of the Stay Connected Program, helping seniors sign up for food assistance through the CalFresh program to address food insecurity.Expenses $164,620 · grants $705
- Long Beach Aging ServicesProvides a platform for advocacy, education, and networking for professionals dedicated to the well-being of seniors in Long Beach, CA. Volunteer committees plan educational and networking opportunities, grow new membership, and monitor legislation and impacting initiatives facing our older adult community, their families, and caregivers.Expenses $16,080
- MCO CityRecycling Education & Outreach Grant (EPA grant) to support the Citys goals to increase the collection and diversion rates for recyclables and organics, promote waste reduction, empower residents to be ambassadors in their community, and decrease contamination in the trash, recycling, and organics waste streams.Expenses $13,568
- Other ProgramsExpenses $20,824
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 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 27-1105150
- 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
- 2010
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P80)
- Assets (IRS master file)
- $185,518
- Income (IRS master file)
- $131,617
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $131,617 | $243,240 | $185,518 | XML |
| 990 | December 2024 | $486,820 | $444,584 | $297,159 | XML |
| 990 | December 2023 | $393,056 | $253,220 | $255,107 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-N for 2018 Officer: Dina Berg | December 31, 2018 | ≤ $50,000 receipts | – | – | e-Postcard |
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 27-1105150).
Questions about THE HEART OF IDA
- What is the EIN of THE HEART OF IDA?
- The employer identification number (EIN) of THE HEART OF IDA is 27-1105150.
- Is THE HEART OF IDA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to THE HEART OF IDA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE HEART OF IDA 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 THE HEART OF IDA 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 THE HEART OF IDA last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who is the principal officer of THE HEART OF IDA?
- The 990-N for 2018 names Dina Berg.
- Who are the officers and directors of THE HEART OF IDA?
- The 990-EZ for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does THE HEART OF IDA have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $131,617, expenses of $243,240 and total assets of $185,518 at year end.
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- YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER LONG BEACH EIN 95-1643396 · last filed 990 for 2024
- CHILDNET YOUTH AND FAMILY SERVICES INC EIN 95-2666942 · last filed 990 for 2025
- STAR VIEW CHILDREN AND FAMILY SERVICES INC EIN 94-3238299 · last filed 990 for 2025
- FOUNDATION PROPERTY MANAGEMENT INC EIN 95-3651050 · last filed 990 for 2025
- THE SCAN FOUNDATION EIN 45-0552845 · last filed 990 for 2024
- INTERVAL HOUSE EIN 95-3389113 · last filed 990 for 2025
- STOCKTON CONGREGATIONAL HOMES PLYMOUTH SQUARE EIN 94-1702821 · last filed 990 for 2024