Heart of Ida
Nonprofit profile at a glance
- EIN
- 271105150
- IRS 990-EZ coverage
- 2020–2025
- Forms available
- Form 990 2024, Form 990-EZ 2025, Form 990-N 2018
- Location
- Long Beach, CA, USA
- Phone
- 5625703548
- Rating
- 94
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Centers to Support the Independence of Specific Populations
Reported finances
- Revenue
- $131,617
- Expenses
- $243,240
- Assets
- $185,518
- Liabilities
- $8,050
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
6 people listed
Executive titles in this filing
- Amy Opheim (President)
People named in this filing
- Amy Opheim (President)
- Eric Berg (Vice Chair)
- Ann-Marie Gabel CPA (Treasurer)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The Heart of Ida supports Long Beach seniors in need with programs and services that sustain independence and connection within their community.
What it reported doing in 2025
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.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 96
- Transparency & Controls: 100
- Sustainability: 26
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 88.4%; rating input score 88
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: -84.8%; rating input score 1; 1st percentile among comparable filings
- Total-asset coverage ratio: 0.76; rating input score 50; 50th percentile among comparable filings
- Liabilities to assets ratio: 0.04; rating input score 27; 27th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 22.8% per year; rating input score 100; 77th percentile among comparable filings
- Revenue growth: 14.9% per year; rating input score 100; 75th percentile among comparable filings
- Asset growth: 20.4% per year; rating input score 100; 78th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 88.4% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 4 filed program accomplishments · $215K in reported program spending
- Leadership: top reported pay $0 · 6 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 3 filed schedules
- Filing history: 4 filing years from 2020 to 2025
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Operating margin scored 1/100.
- Review — Sustainability: Total-asset coverage ratio scored 50/100.
- High — Sustainability: Liabilities to assets ratio scored 27/100.