Civic Intelligence

The Heffer Family Foundation Inc

EIN 13-3989464 • Naples, FL

Pub. 78 Eligible
956 Barcarmil WayNaples, FL 34110
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

80th percentile

33%

Higher net margin than 80% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

35th percentile

-1.0%

Faster asset growth than 35% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

23rd percentile

-9.3%

Faster revenue growth than 23% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,167,344

Down $11,729 (-1.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,167,344

Down $11,729 (-1.0%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin80th percentile

Revenue

Down

$223,393

Down $23,025 (-9.3%) from 2023

Expenses

Down

$148,567

Down $126,569 (-46%) from 2023

Net Income

Up

$74,826

Up $103,544 (+361%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,188,392Liabilities 2011: $02011Assets 2012: $1,078,014Liabilities 2012: $02012Assets 2013: $1,109,385Liabilities 2013: $02013Assets 2014: $1,227,796Liabilities 2014: $02014Assets 2015: $1,439,194Liabilities 2015: $02015Assets 2019: $1,519,089Liabilities 2019: $0Net Assets 2019: $1,519,0892019Assets 2020: $1,464,682Liabilities 2020: $0Net Assets 2020: $1,464,6822020Assets 2021: $1,359,452Liabilities 2021: $0Net Assets 2021: $1,359,4522021Assets 2022: $1,292,618Liabilities 2022: $0Net Assets 2022: $1,292,6182022Assets 2023: $1,179,073Liabilities 2023: $0Net Assets 2023: $1,179,0732023Assets 2024: $1,167,344Liabilities 2024: $0Net Assets 2024: $1,167,3442024

Highlighted filing

2024

Assets$1,167,344
Liabilities$0
Net Assets$1,167,344
Open 2024 Filing

Operations Trend

Revenue Growth23rd percentile

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

$400K$200K$0-$200KRevenue 2011: $53,367Expenses 2011: $200,686Net Income 2011: -$147,3192011Revenue 2012: $250,113Expenses 2012: $298,069Net Income 2012: -$47,9562012Revenue 2013: $363,777Expenses 2013: $258,856Net Income 2013: $104,9212013Revenue 2014: $215,026Expenses 2014: $62,833Net Income 2014: $152,1932014Revenue 2015: $334,140Expenses 2015: $186,985Net Income 2015: $147,1552015Revenue 2019: $361,969Expenses 2019: $75,733Net Income 2019: $286,2362019Revenue 2020: $52,869Expenses 2020: $106,969Net Income 2020: -$54,1002020Revenue 2021: $293,161Expenses 2021: $297,933Net Income 2021: -$4,7722021Revenue 2022: $269,389Expenses 2022: $247,442Net Income 2022: $21,9472022Revenue 2023: $246,418Expenses 2023: $275,136Net Income 2023: -$28,7182023Revenue 2024: $223,393Expenses 2024: $148,567Net Income 2024: $74,8262024

Highlighted filing

2024

Revenue$223,393
Expenses$148,567
Net Income$74,826
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,167,344
Liabilities
$0
Net assets
$1,167,344
Revenue
$223,393
Expenses
$148,567
Net income
$74,826
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.22$0.15$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.25$0.28$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.27$0.25$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.29$0.30$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.05$0.11$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.36$0.08$0.29
2015Summary only. Only limited summary data is available for this year.$1.44$0.00$0.33$0.19$0.15
2014Summary only. Only limited summary data is available for this year.$1.23$0.00$0.22$0.06$0.15
2013Summary only. Only limited summary data is available for this year.$1.11$0.00$0.36$0.26$0.10
2012Summary only. Only limited summary data is available for this year.$1.08$0.00$0.25$0.30$0.05
2011Summary only. Only limited summary data is available for this year.$1.19$0.00$0.05$0.20$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 19, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN HEFFERTrustee-$0--
BARBARA HEFFERTrustee-$0--
ALISON HEFFERTrustee-$0--
DOUGLAS HEFFERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Heffer Family Foundation Inc
EIN
13-3989464
In Care Of
% ERNST & YOUNG US LLP
Phone
2127733000
Address
956 Barcarmil Way, Naples, FL 34110

Signing Officer

Name
John Heffer
Title
Trustee
Phone
2127733000
Signed
2025-04-19
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
ONE MANHATTAN WEST, NEW YORK, NY 10001-8604
Preparer
John D Cook
Phone
2127733000
Raw XML Appendix324 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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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description2Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JOHN HEFFER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0134813
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd000000
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0134813
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt090456
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt090456
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0184744
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0153262
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0186870
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010654
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0582352
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt046822
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0184744
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0153262
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0186870
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010654
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0137278
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt046822
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0582352
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0535530
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JOHN HEFFER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0956 Barcarmil Way
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Naples
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd034110
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0102568
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt086555
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt166336
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc083 SHS OF BERKSHIRE HATHAWAY INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1400 SHS OF PROCTER AND GAMBLE CO
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-07-16
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12024-07-16
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt186555
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0EXCESS OF FMV OVER DONOR'S COST BASIS OF
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1SECURITIES DONATED TO THE FOUNDATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0800
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0800
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07170
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07170
TaxesSchedule/TaxesDetail/Amt01919
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES PAID
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN HEFFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02127733000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Heffer Family Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0HEFF
ReturnHeader/Filer/EIN0133989464
ReturnHeader/Filer/InCareOfNm0% ERNST & YOUNG US LLP
ReturnHeader/Filer/PhoneNum02127733000
ReturnHeader/Filer/USAddress/AddressLine1Txt0956 Barcarmil Way
ReturnHeader/Filer/USAddress/CityNm0Naples
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE MANHATTAN WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100018604
ReturnHeader/PreparerPersonGrp/PhoneNum02127733000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN D COOK
ReturnHeader/ReturnTs02025-04-19T05:35:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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