Civic Intelligence

The Heath Family Foundation Inc

EIN 04-3248841

18 Fernway01890
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2012

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2012

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$0

Down $32,302 (-100%) from 2011

Liabilities

Flat

$0

Flat from 2011

Net Assets

Down

$0

Down $32,302 (-100%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$35,409

Up $672 (+1.9%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2010: $66,699Liabilities 2010: $0Net Assets 2010: $66,6992010Assets 2011: $32,302Liabilities 2011: $0Net Assets 2011: $32,3022011Assets 2012: $0Liabilities 2012: $0Net Assets 2012: $02012

Highlighted filing

2012

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$30K$20K$10K$0Expenses 2010: $11,2202010Expenses 2011: $34,7372011Expenses 2012: $35,4092012

Highlighted filing

2012

Revenue-
Expenses$35,409
Net Income-

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 8, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donn HeathPresident-$0--
Veronica HeathTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFidelity Investments Charitable Gift FundVariousDonor Advised FundCincinnati, OH, US$33,348
Filing and Contact Details

Filer

EIN
04-3248841
Raw XML Appendix302 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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LiquidationExplanationStmt/Statement0During the current year the foundation made distributions in complete liquidation. These distributions constitute a final distribution of the foundations assets.
OtherExpensesSchedule/OtherExpenses/Description0Asset Management Fees
OtherExpensesSchedule/OtherExpenses/Description1Miscellaneous Expense
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
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OtherIncreasesSchedule/OtherIncreases/Description0Unrealized Gain on Investments
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0043248841
ReturnHeader/Filer/Name/BusinessNameLine10The Heath Family Foundation Inc
ReturnHeader/Filer/NameControl0HEAT
ReturnHeader/Filer/Phone07817296947
ReturnHeader/Filer/USAddress/AddressLine1018 Fernway
ReturnHeader/Filer/USAddress/City0Winchester
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001890
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-08-08
ReturnHeader/Officer/Name0Veronica Heath
ReturnHeader/Officer/Phone07817296947
ReturnHeader/Officer/Title0Trustee
ReturnHeader/Preparer/DatePrepared02013-07-25
ReturnHeader/PreparerFirm/EIN0042943536
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Tonneson & Company Inc
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10401 Edgewater Place Suite 300
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Wakefield
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0018806208
ReturnHeader/Preparer/Name0Amy K Phelan
ReturnHeader/Preparer/Phone07812459999
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-14T17:04:39-05:00

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