Civic Intelligence

The Heal Foundation Inc

990 • Fiscal year 2018 • EIN 20-1944817

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 26, 2019

PO Box 140Ponte Vedra Beach, FL 32004

(904) 716-4198

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$291,787

Flat from 2018

Net Assets

Flat

$274,797

Flat from 2018

Liabilities

Flat

$16,990

Flat from 2018

Revenue And Expenses

Revenue

Flat

$409,676

Flat from 2018

Expenses

Flat

$417,792

Flat from 2018

Net Income

Flat

-$8,116

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0-$200KAssets 2010: $388,468Liabilities 2010: $0Net Assets 2010: $388,4682010Assets 2011: $296,854Liabilities 2011: $2,095Net Assets 2011: $294,7592011Assets 2012: $198,938Liabilities 2012: $7,300Net Assets 2012: $191,6382012Assets 2013: $343,830Liabilities 2013: $358Net Assets 2013: $343,4722013Assets 2014: $341,878Liabilities 2014: $1,498Net Assets 2014: $340,3802014Assets 2015: $251,057Liabilities 2015: -$182Net Assets 2015: $251,2392015Assets 2016: $310,315Liabilities 2016: $28,262Net Assets 2016: $282,0532016Assets 2017: $310,137Liabilities 2017: $2,056Net Assets 2017: $308,0812017Assets 2018: $291,787Liabilities 2018: $16,990Net Assets 2018: $274,7972018Assets 2018: $291,787Liabilities 2018: $16,990Net Assets 2018: $274,7972018Assets 2019: $388,224Liabilities 2019: $1,384Net Assets 2019: $386,8402019Assets 2020: $509,616Liabilities 2020: $22,468Net Assets 2020: $487,1482020Assets 2021: $550,440Liabilities 2021: $22,041Net Assets 2021: $528,3992021Assets 2022: $660,589Liabilities 2022: $2,160Net Assets 2022: $658,4292022Assets 2023: $562,951Liabilities 2023: $11,130Net Assets 2023: $551,8212023Assets 2024: $707,845Liabilities 2024: $1,793Net Assets 2024: $706,0522024Assets 2025: $638,817Liabilities 2025: $1,038Net Assets 2025: $637,7792025

Highlighted filing

2018

Assets$291,787
Liabilities$16,990
Net Assets$274,797

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $324,8852010Expenses 2011: $299,7142011Expenses 2012: $319,6032012Revenue 2013: $395,881Expenses 2013: $244,047Net Income 2013: $151,8342013Revenue 2014: $358,803Expenses 2014: $361,093Net Income 2014: -$2,2902014Revenue 2015: $261,913Expenses 2015: $351,325Net Income 2015: -$89,4122015Revenue 2016: $504,570Expenses 2016: $474,287Net Income 2016: $30,2832016Revenue 2017: $533,379Expenses 2017: $507,351Net Income 2017: $26,0282017Revenue 2018: $409,676Expenses 2018: $417,792Net Income 2018: -$8,1162018Revenue 2018: $409,676Expenses 2018: $417,792Net Income 2018: -$8,1162018Revenue 2019: $407,657Expenses 2019: $295,614Net Income 2019: $112,0432019Revenue 2020: $498,879Expenses 2020: $398,571Net Income 2020: $100,3082020Revenue 2021: $293,671Expenses 2021: $252,420Net Income 2021: $41,2512021Revenue 2022: $453,904Expenses 2022: $342,092Net Income 2022: $111,8122022Revenue 2023: $234,869Expenses 2023: $279,733Net Income 2023: -$44,8642023Revenue 2024: $574,954Expenses 2024: $439,753Net Income 2024: $135,2012024Revenue 2025: $115,668Expenses 2025: $186,117Net Income 2025: -$70,4492025

Highlighted filing

2018

Revenue$409,676
Expenses$417,792
Net Income-$8,116
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 26, 2019
Return Version
2018v3.1
Gross Receipts
$409,676
Mission and Program Overview

Mission

Inspiring, educating and funding services for those affected by autism in our community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$66,844$48,816▼ $18,028
Accounts Receivable$10,000--
Land, Buildings, and Equipment, Net$6,373$5,361▼ $1,012
Total Assets$310,137$291,787▼ $18,350
Other Assets Total$226,920$237,610▲ $10,690
Liabilities
Accounts Payable and Accrued Expenses$2,056$16,990▲ $14,934
Total Liabilities$2,056$16,990▲ $14,934
Net Assets / Fund Balance
Permanently Rstr Net Assets$226,920$237,610▲ $10,690
Unrestricted Net Assets$81,161$37,187▼ $43,974
Total Net Assets Fund Balance$308,081$274,797▼ $33,284
Total Liabilities and Net Assets / Fund Balance$310,137$291,787▼ $18,350

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,361$3,584$8,945
Other Assets Org$237,610--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$226,920$29,098▼ $16,759-$237,610
2017$172,603$25,112▲ $30,552-$226,920
2016$100,000$59,800▲ $14,053-$172,603
2015-$100,000--$100,000
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$401,152
Program Service Revenue
$0
Investment Income
$8,524
Other Revenue
$0
All Other Contributions
$108,752
Change in Net Assets
$-8,116
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$234,474
Total Fundraising Expense$201,235
Grants and Similar Amounts Paid$99,351
Salaries, Compensation, and Employee Benefits$83,967
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$99,351--$99,351
Other Salaries and Wages$23,400$15,600$39,000$78,000
Occupancy-$7,995-$7,995
Fees for Services Accounting-$7,825-$7,825
Payroll Taxes$1,790$1,193$2,984$5,967
All Other Expenses$1,368$2,049$1,368$4,785
Information Technology-$412$3,707$4,119
Office Expenses-$3,219-$3,219
Other Expenses$4,265$2,954$6,397$2,954
Insurance-$2,539-$2,539
Travel-$2,185-$2,185
Advertising$558$558$559$1,675
Fees for Service Investment Mgmnt Fees$1,649--$1,649
Fees for Services Other-$1,439-$1,439
Depreciation Depletion-$1,012-$1,012
Total Functional Expenses$167,577$48,980$201,235$417,792
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Accepts IncNeptune Beach, FL501c3Facilitated communication workshops$7,100
Peace of Heart CommunityJacksonville Beach, FL501c3Build gathering place for educational ev$6,500
Henderson Haven IncOrange Park, FL-Camp Possible equipment purchases$5,650
Ridgeview High SchoolOrange Park, FL-Classroom assistance$5,300
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Classic$230,749$230,749$9,384$221,365
Zoo Walk$55,881$55,881$5,130$50,751
Total Events$292,399$292,399$134,143$158,256
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

Leslie & Bobby Weed, married. Dr. Eric & Chris Weiss, married.

Form 990 governing body review Part VI line 11

Form 990 is reviewed by President and Executive Director of organization before filing.

Conflict of interest policy compliance Part VI line 12C

The organization reviews annual conflict of interest disclosures for accuracy.

Governing documents etc available to public Part VI line 19

Documents available to public upon request.

Filing and Contact Details

Filer

Filer Name
The HEAL Foundation Inc
EIN
20-1944817
Address
PO Box 140, Ponte Vedra Beach, FL 32004

Signing Officer

Name
Chriss Spires
Title
President
Phone
9047164198
Signed
2019-03-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chriss Spires
Formed
2004
Legal Domicile
Fl
Voting Board Members
21
Independent Board Members
21
Employees
1
Volunteers
20

Preparer

Firm
Patterson CPA Group
Address
100 Executive Way Suite 218, Ponte Vedra Beach, FL 32082
Preparer
Courtney Ball
Phone
9042854489
Supplemental Narrative

Financial Statement Notes

Endowment funds intended uses (Part V, line 4)

The fund shall be used for the benefit and support of The HEAL Foundation to be used in carrying out its general tax-exempt charitable purposes.

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IRS990/FundraisingAmt0292400
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IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantAmt099351
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt099351
IRS990/GrantsToDomesticOrgsGrp/TotalAmt099351
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IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0409676
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IRS990/IndivRcvdGreaterThan100KCnt00
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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt03707
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0412
IRS990/InformationTechnologyGrp/TotalAmt04119
IRS990/InsuranceGrp/ManagementAndGeneralAmt02539
IRS990/InsuranceGrp/TotalAmt02539
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt08524
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08524
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03584
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt05361
IRS990/LandBldgEquipCostOrOtherBssAmt08945
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Inspiring, educating and funding services for those affected by autism in our community.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0308081
IRS990/NetAssetsOrFundBalancesEOYAmt0274797
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-25168
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt07995
IRS990/OccupancyGrp/TotalAmt07995
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03219
IRS990/OfficeExpensesGrp/TotalAmt03219
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0226920
IRS990/OtherAssetsTotalGrp/EOYAmt0237610
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Fundraising Events
IRS990/OtherExpensesGrp/Desc1iHeal Project
IRS990/OtherExpensesGrp/Desc2Temporary Services
IRS990/OtherExpensesGrp/Desc3Development Expenses
IRS990/OtherExpensesGrp/FundraisingAmt0147220
IRS990/OtherExpensesGrp/FundraisingAmt16397
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02954
IRS990/OtherExpensesGrp/ProgramServicesAmt035196
IRS990/OtherExpensesGrp/ProgramServicesAmt14265
IRS990/OtherExpensesGrp/TotalAmt0147220
IRS990/OtherExpensesGrp/TotalAmt135196
IRS990/OtherExpensesGrp/TotalAmt210662
IRS990/OtherExpensesGrp/TotalAmt32954
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt039000
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt015600
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt023400
IRS990/OtherSalariesAndWagesGrp/TotalAmt078000
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02984
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01193
IRS990/PayrollTaxesGrp/ProgramServicesAmt01790
IRS990/PayrollTaxesGrp/TotalAmt05967
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0226920
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0237610
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Chriss Spires
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0502827
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0118290
IRS990/PYInvestmentIncomeAmt030552
IRS990/PYOtherExpensesAmt0302218
IRS990/PYRevenuesLessExpensesAmt026028
IRS990/PYSalariesCompEmpBnftPaidAmt086843
IRS990/PYTotalExpensesAmt0507351
IRS990/PYTotalRevenueAmt0533379
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-8116
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0502827
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0490513
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0261884
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0358768
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt08524
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt030552
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt014057
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt029
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt035
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt053197
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt08524
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt030552
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt014057
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt029
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt035
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt053197
IRS990ScheduleA/InvestmentIncomeCYPct00.03000
IRS990ScheduleA/InvestmentIncomePYPct00.02000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97430
IRS990ScheduleA/PublicSupportPY509Pct00.97820
IRS990ScheduleA/PublicSupportTotal509Amt02015144
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0401152
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0502827
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0490513
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0261884
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0358768
IRS990ScheduleA/Total509Grp/TotalAmt02015144
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0409676
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0533379
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0504570
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0261913
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0358803
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02068341
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt01649
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0226920
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt029098
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0237610
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-16759

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.39$0.01$6.38$1.16$1.86$0.70
2024Detailed filing. Detailed filing data is available for this year.$7.08$0.02$7.06$5.75$4.40$1.35
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.63$0.11$5.52$2.35$2.80$0.45
2022Detailed filing. Detailed filing data is available for this year.$6.61$0.02$6.58$4.54$3.42$1.12
2021Detailed filing. Detailed filing data is available for this year.$5.50$0.22$5.28$2.94$2.52$0.41
2020Detailed filing. Detailed filing data is available for this year.$5.10$0.22$4.87$4.99$3.99$1.00
2019Summary only. Only limited summary data is available for this year.$3.88$0.01$3.87$4.08$2.96$1.12
2018Detailed filing. Detailed filing data is available for this year.$2.92$0.17$2.75$4.10$4.18$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.92$0.17$2.75$4.10$4.18$0.08
2017Detailed filing. Detailed filing data is available for this year.$3.10$0.02$3.08$5.33$5.07$0.26
2016Detailed filing. Detailed filing data is available for this year.$3.10$0.28$2.82$5.05$4.74$0.30
2015Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$2.62$3.51$0.89
2014Detailed filing. Detailed filing data is available for this year.$3.42$0.01$3.40$3.59$3.61$0.02
2013Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.43$3.96$2.44$1.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.99$0.07$1.92$3.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.97$0.02$2.95$3.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.88$0.00$3.88$3.25