Civic Intelligence

Heather L Kalny Charitable Foundation

990T • Fiscal year 2020 • EIN 20-0509972

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

330 Spring Creek RdRockford, IL 61107-1035

(815) 637-7619

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $208,448Liabilities 2011: $02011Assets 2012: $205,763Liabilities 2012: $02012Assets 2013: $208,868Liabilities 2013: $02013Assets 2014: $202,516Liabilities 2014: $02014Assets 2015: $188,068Liabilities 2015: $02015Assets 2019: $180,385Liabilities 2019: $02019Assets 2020: $179,631Liabilities 2020: $0Net Assets 2020: $179,6312020Assets 2021: $191,775Liabilities 2021: $0Net Assets 2021: $191,7752021Assets 2022: $181,653Liabilities 2022: $0Net Assets 2022: $181,6532022Assets 2023: $239,838Liabilities 2023: $0Net Assets 2023: $239,8382023Assets 2024: $237,376Liabilities 2024: $0Net Assets 2024: $237,3762024

Latest loaded filing

2024

Assets$237,376
Liabilities$0
Net Assets$237,376

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $5,561Expenses 2011: $13,034Net Income 2011: -$7,4732011Revenue 2012: $11,245Expenses 2012: $13,930Net Income 2012: -$2,6852012Revenue 2013: $16,234Expenses 2013: $13,129Net Income 2013: $3,1052013Revenue 2014: $7,457Expenses 2014: $13,809Net Income 2014: -$6,3522014Revenue 2015: $416Expenses 2015: $14,864Net Income 2015: -$14,4482015Revenue 2019: $11,840Expenses 2019: $13,255Net Income 2019: -$1,4152019Revenue 2020: $13,277Expenses 2020: $14,031Net Income 2020: -$7542020Revenue 2021: $26,482Expenses 2021: $14,338Net Income 2021: $12,1442021Revenue 2022: $7,470Expenses 2022: $17,592Net Income 2022: -$10,1222022Revenue 2023: $119,176Expenses 2023: $18,913Net Income 2023: $100,2632023Revenue 2024: $16,367Expenses 2024: $18,829Net Income 2024: -$2,4622024

Latest loaded filing

2024

Revenue$16,367
Expenses$18,829
Net Income-$2,462
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
Heather L Kalny Charitable Foundation
EIN
20-0509972
Phone
8156377619
Address
330 SPRING CREEK RD, ROCKFORD, IL 61107-1035

Signing Officer

Name
Heather L Freeland
Title
President & Director
Phone
8156377619
Signed
2021-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
30 SOUTH WACKER DR SUITE 3300, CHICAGO, IL 60606-3392
Preparer
Phyllis Gannon
Phone
3126343400
Raw XML Appendix68 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.

Path#Value
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IRS990T/BooksInCareOfDetail/PhoneNum08156377619
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0330 SPRING CREEK ROAD
IRS990T/BooksInCareOfDetail/USAddress/CityNm0ROCKFORD
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd061107
IRS990T/BookValueAssetsEOYAmt0179631
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
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IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
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IRS990TScheduleA/NetOperatingLossDeductionAmt00
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IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT PARTNERSHIP
IRS990TScheduleA/UBIBeforeNOLDedAmt00
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER L FREELAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08156377619
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEATHER L KALNY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HEAT
ReturnHeader/Filer/EIN0200509972
ReturnHeader/Filer/PhoneNum08156377619
ReturnHeader/Filer/USAddress/AddressLine1Txt0330 SPRING CREEK RD
ReturnHeader/Filer/USAddress/CityNm0ROCKFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd0611071035
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030 SOUTH WACKER DR SUITE 3300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0606063392
ReturnHeader/PreparerPersonGrp/PhoneNum03126343400
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHYLLIS GANNON
ReturnHeader/ReturnTs02021-11-12T10:00:55-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HEATHER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FREELAND
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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