Civic Intelligence

William and Diane Hein Foundation

990PF • Fiscal year 2017 • EIN 16-1484562

Jan 01, 2017 to Dec 31, 2017 • Filed on May 11, 2018

Organization Profile
6500 Main Street Suite 5Williamsville, NY 14221

(716) 633-6500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

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

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

58th percentile

0.00x

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

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Net Margin

72nd percentile

59%

Higher net margin than 72% of similar nonprofits.

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

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

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Asset Growth

57th percentile

6.8%

Faster asset growth than 57% of similar nonprofits.

2017 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2015 to 2017

Revenue Growth

51st percentile

18%

Faster revenue growth than 51% of similar nonprofits.

2017 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$10,181,649

Up $1,262,429 (+14%) from 2015

Net Assets

$10,181,649

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $202,386 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin72nd percentile

Revenue

Up

$1,371,423

Up $383,613 (+39%) from 2015

Expenses

Up

$560,757

Up $59,143 (+12%) from 2015

Net Income

Up

$810,666

Up $324,470 (+67%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $6,957,861Liabilities 2011: $02011Assets 2012: $7,513,601Liabilities 2012: $02012Assets 2013: $7,870,940Liabilities 2013: $02013Assets 2014: $8,432,940Liabilities 2014: $202,3862014Assets 2015: $8,919,220Liabilities 2015: $202,3862015Assets 2017: $10,181,649Liabilities 2017: $0Net Assets 2017: $10,181,6492017Assets 2018: $10,514,796Liabilities 2018: $0Net Assets 2018: $10,514,7962018Assets 2019: $11,242,458Liabilities 2019: $0Net Assets 2019: $11,242,4582019Assets 2020: $11,568,604Liabilities 2020: $0Net Assets 2020: $11,568,6042020Assets 2021: $12,136,134Liabilities 2021: $0Net Assets 2021: $12,136,1342021Assets 2022: $12,830,875Liabilities 2022: $0Net Assets 2022: $12,830,8752022Assets 2023: $13,052,754Liabilities 2023: $0Net Assets 2023: $13,052,7542023Assets 2024: $13,856,918Liabilities 2024: $0Net Assets 2024: $13,856,9182024

Highlighted filing

2017

Assets$10,181,649
Liabilities$0
Net Assets$10,181,649
Open 2017 Filing

Operations Trend

Revenue Growth51st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0Revenue 2011: $1,027,463Expenses 2011: $445,869Net Income 2011: $581,5942011Revenue 2012: $905,832Expenses 2012: $350,091Net Income 2012: $555,7412012Revenue 2013: $796,115Expenses 2013: $438,777Net Income 2013: $357,3382013Revenue 2014: $893,768Expenses 2014: $331,768Net Income 2014: $562,0002014Revenue 2015: $987,810Expenses 2015: $501,614Net Income 2015: $486,1962015Revenue 2017: $1,371,423Expenses 2017: $560,757Net Income 2017: $810,6662017Revenue 2018: $977,625Expenses 2018: $644,478Net Income 2018: $333,1472018Revenue 2019: $1,499,607Expenses 2019: $769,889Net Income 2019: $729,7182019Revenue 2020: $1,169,194Expenses 2020: $843,048Net Income 2020: $326,1462020Revenue 2021: $1,344,499Expenses 2021: $776,969Net Income 2021: $567,5302021Revenue 2022: $1,346,961Expenses 2022: $652,220Net Income 2022: $694,7412022Revenue 2023: $1,349,017Expenses 2023: $1,127,138Net Income 2023: $221,8792023Revenue 2024: $1,516,578Expenses 2024: $712,414Net Income 2024: $804,1642024

Highlighted filing

2017

Revenue$1,371,423
Expenses$560,757
Net Income$810,666
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 11, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM S HEINDirector-$0--
DIANE HEINDirector-$0--
WILLIAM C MORANDirector-$0--
JAMEY MORANDirector-$0--
Filing and Contact Details

Filer

Filer Name
William and Diane Hein Foundation
EIN
16-1484562
Phone
7166336500
Address
6500 MAIN STREET SUITE 5, WILLIAMSVILLE, NY 14221

Signing Officer

Name
William S Hein
Title
President
Phone
7166336500
Signed
2018-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Brock Schechter & Polakoff Llp
Address
726 EXCHANGE STREET SUITE 822, BUFFALO, NY 14210
Preparer
Raymond P Crane
Phone
7168545034
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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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt050000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt25000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LLOYDS TSB BK PLC MEDIUM TERM 5.000%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1NEW YORK ST DORM AUTH REV NON ST 5.000%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2NEW YORK ST DORM AUTH REV NON ST 5.000%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0810666
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt04939
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt010181649
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09366044
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt010181649
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0392547
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0382176
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0392547
IRS990PF/DistributableAmountGrp/IncomeTaxAmt068828
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0453500
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt010371
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02496
IRS990PF/DistributableAmountGrp/TotalTaxAmt071324
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01104
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02496
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01104
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02496
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02496
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03600
IRS990PF/FMVAssetsEOYAmt011014541
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0215040
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0344465
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0344464
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt04349115
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt05093427
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt05421182
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01328991
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01317146
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01537827
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0509615
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01917640
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01448941
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt01408025
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt01408025
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt0122821
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt0117450
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt0117450
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09366044
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt010181649
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt011014541
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09366044
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt010181649
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09366044
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt010181649
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt09366044
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt010181649
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01901136
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01901136
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt02185593
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09208127
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0303720
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08904407
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0138122
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0453500
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09070005
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09208127
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM S HEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DIANE HEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2WILLIAM C MORAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JAMEY MORAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06500 MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16500 MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt26500 MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt36500 MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WILLIAMSVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WILLIAMSVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WILLIAMSVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3WILLIAMSVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd014221
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd114221
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd214221
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd314221
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0349023
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0351519
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0415979
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0359131
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0209520
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0210597
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0210434
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.038481
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.048952
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.045921
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.030987
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.033318
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.033229
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02496
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt09070005
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt08497701
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt07820582
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt06761626
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt06320751
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt06332844
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0398000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.192407
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0395504
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0398000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02496
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0398000
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt14
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt24
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INTEREST INCOME FROM MORTGAGE LOAN TO EXEMPT SCHOOL - $5,518
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1TAX-EXEMPT MUNICIPAL BOND INTEREST - $82,899
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2TAX-EXEMPT INTEREST FROM S CORP - 791
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0WILLIAM S HEIN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,181,649
Liabilities
$0
Net assets
$10,181,649
Revenue
$1,371,423
Expenses
$560,757
Net income
$810,666
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$1.52$0.71$0.80
2023Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$1.35$1.13$0.22
2022Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$1.35$0.65$0.69
2021Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$1.34$0.78$0.57
2020Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$1.17$0.84$0.33
2019Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$1.50$0.77$0.73
2018Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.98$0.64$0.33
2017Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$1.37$0.56$0.81
2015Summary only. Only limited summary data is available for this year.$8.92$0.20$0.99$0.50$0.49
2014Summary only. Only limited summary data is available for this year.$8.43$0.20$0.89$0.33$0.56
2013Summary only. Only limited summary data is available for this year.$7.87$0.00$0.80$0.44$0.36
2012Summary only. Only limited summary data is available for this year.$7.51$0.00$0.91$0.35$0.56
2011Summary only. Only limited summary data is available for this year.$6.96$0.00$1.03$0.45$0.58