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Nonprofit · EIN 58-2218044

SERVANTS HEART FOUNDATION INC

Tax-exempt · NEWPORT BEACH, CA 92660

Financials

$577K$1.3M2023$678K$2.1M2024
Revenue Expenses · by fiscal year end
Financials of SERVANTS HEART FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$677,750$2,108,008-$1,430,258$17,408,962$12,145$17,396,817
December 31, 2023990-PF$576,743$1,333,213-$756,470$17,401,474$10,950$17,390,524
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$104,551
Dividends
$321,968
Interest
$33,380
Net gain from sales of assets
$55,779
Other income
$162,072

Expenses

Grants and similar amounts paid
$1,653,654
Compensation of officers, directors and key employees
$16,306
Salaries, compensation and benefits (total)
$120,413
Disbursements for charitable purposes
$1,855,039
Excise tax on investment income
$4,318

Balance sheet and other

Total assets, start of year
$17,401,474
Total assets, end of year
$17,408,962
Total liabilities, end of year
$12,145
Net assets, end of year
$17,396,817
Fair market value of assets
$17,408,962
Qualifying distributions
$1,855,039
Net investment income
$491,354

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
RICHARD HAUGEN
14 CORPORATE PLAZA DRIVE, SUITE 200, NEWPORT BEACH, CA 92660
TREASURER1$16,306
PAUL A NEFF
14 CORPORATE PLAZA DRIVE, SUITE 200, NEWPORT BEACH, CA 92660
PRESIDENT/CEO /CHAIRMAN22$0
KATHY A NEFF
14 CORPORATE PLAZA DRIVE, SUITE 200, NEWPORT BEACH, CA 92660
DIRECTOR2$0
LINDSEY HAUGEN
14 CORPORATE PLAZA DRIVE, SUITE 200, NEWPORT BEACH, CA 92660
SECRETARY3$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
RICHARD HAUGEN
14 CORPORATE PLAZA DRIVE, SUITE 200, NEWPORT BEACH, CA 92660
TREASURER1$2,718
PAUL A NEFF
14 CORPORATE PLAZA DRIVE, SUITE 200, NEWPORT BEACH, CA 92660
PRESIDENT/CEO /CHAIRMAN22$0
KATHY A NEFF
14 CORPORATE PLAZA DRIVE, SUITE 200, NEWPORT BEACH, CA 92660
DIRECTOR2$0
LINDSEY HAUGEN
14 CORPORATE PLAZA DRIVE, SUITE 200, NEWPORT BEACH, CA 92660
SECRETARY3$0

Address and contacts

Address (IRS master file)
14 CORPORATE PLAZA DR STE 200, NEWPORT BEACH, CA 92660-7928
In care of
% PAUL A NEFF
Signed the 990-PF
PAUL A NEFF, CEO/CHAIRMAN
Phone
(949) 759-3456
Return prepared by
WITHUMSMITHBROWN PC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
58-2218044
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
1996
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$17,408,962
Income (IRS master file)
$621,971

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024–––IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$576,743$1,333,213$17,401,474IRS
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS

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 SERVANTS HEART FOUNDATION INC

What is the EIN of SERVANTS HEART FOUNDATION INC?
The employer identification number (EIN) of SERVANTS HEART FOUNDATION INC is 58-2218044.
Is SERVANTS HEART FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to SERVANTS HEART FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SERVANTS HEART FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of SERVANTS HEART FOUNDATION INC 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 SERVANTS HEART FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of SERVANTS HEART FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 4 people; 1 received compensation from the organization, the highest $16,306 (RICHARD HAUGEN, TREASURER).
How much revenue does SERVANTS HEART FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $677,750, expenses of $2,108,008 and total assets of $17,408,962 at year end.

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