Civic Intelligence

Diane and David B Heller Foundation

990PF • Fiscal year 2014 • EIN 20-2387089

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2014

2550 N Lakeview Ave Unit S3601SuiteChicago, IL 60614

(312) 565-1414

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

100th percentile

15436%

Higher net margin than 100% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

1st percentile

-60%

Faster asset growth than 1% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2013 to 2014

Assets

Down

$801,481

Down $1,211,447 (-60%) from 2013

Net Assets

Down

$801,481

Down $1,211,447 (-60%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

-$7,848

Down $252,942 (-103%) from 2013

Expenses

Down

$1,203,599

Down $11,387 (-0.9%) from 2013

Net Income

Down

-$1,211,447

Down $241,555 (-25%) from 2013

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $6,295,403Liabilities 2010: $0Net Assets 2010: $6,295,4032010Assets 2011: $5,048,542Liabilities 2011: $166,0292011Assets 2012: $2,972,704Liabilities 2012: $02012Assets 2013: $2,012,928Liabilities 2013: $0Net Assets 2013: $2,012,9282013Assets 2014: $801,481Liabilities 2014: $0Net Assets 2014: $801,4812014Assets 2015: $19,089Liabilities 2015: $0Net Assets 2015: $19,0892015Assets 2016: $13,634Liabilities 2016: $0Net Assets 2016: $13,6342016Assets 2017: $1,809Liabilities 2017: $0Net Assets 2017: $1,8092017Assets 2018: $3,873Liabilities 2018: $0Net Assets 2018: $3,8732018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2014

Assets$801,481
Liabilities$0
Net Assets$801,481

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $3,115,6252010Revenue 2011: $1,591,082Expenses 2011: $3,003,972Net Income 2011: -$1,412,8902011Revenue 2012: $1,003,674Expenses 2012: $2,913,483Net Income 2012: -$1,909,8092012Revenue 2013: $245,094Expenses 2013: $1,214,986Net Income 2013: -$969,8922013Revenue 2014: -$7,848Expenses 2014: $1,203,599Net Income 2014: -$1,211,4472014Revenue 2015: $242,916Expenses 2015: $1,025,308Net Income 2015: -$782,3922015Revenue 2016: $530,008Expenses 2016: $535,463Net Income 2016: -$5,4552016Revenue 2017: $283,510Expenses 2017: $295,335Net Income 2017: -$11,8252017Revenue 2018: $220,153Expenses 2018: $218,089Net Income 2018: $2,0642018Revenue 2019: $51,577Expenses 2019: $55,450Net Income 2019: -$3,8732019

Highlighted filing

2014

Revenue-$7,848
Expenses$1,203,599
Net Income-$1,211,447
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2014
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANE B HELLERPresident/Director-$0--
MATTHEW W DOUGHERTYSecretary/Treasurer/Director-$0--
LEE E HELLERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Diane and David B Heller Foundation
EIN
20-2387089
In Care Of
% DIANE HELLER
Address
2550 N LAKEVIEW AVE UNIT S3601, Suite, CHICAGO, IL 60614

Signing Officer

Name
Diane B Heller
Title
President/director
Phone
3125651414
Signed
2014-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Topel Forman LLC
Address
500 NORTH MICHIGAN AVE SUITE 1700, CHICAGO, IL 60611
Preparer
John J Riley
Phone
3125651414
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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/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02747853
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01883227
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt06808712
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt03.40533
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IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01200613
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02550 N LAKEVIEW AVE UNIT S3601
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0chicago
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DIANE HELLER
IRS990PF/StatementsRegardingActyGrp/PhoneNum03125651414
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0n/a
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DIANE B HELLER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01197723
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt090763
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02813248
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010506976
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02829854
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02813248
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt020726
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INTEREST/DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02853
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02853
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ILLINOIS SECRETARY OF STATE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherIncomeSchedule2/OtherIncomeDetail/Desc0P/Y ST CAP GAIN ADJUSTMENT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0735
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0735
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/CategoryTxt0PENALTIES
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE B HELLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03125651414
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DIANE AND DAVID B HELLER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DIAN
ReturnHeader/Filer/EIN0202387089
ReturnHeader/Filer/InCareOfNm0% DIANE HELLER
ReturnHeader/Filer/USAddress/AddressLine1Txt02550 N LAKEVIEW AVE UNIT S3601
ReturnHeader/Filer/USAddress/AddressLine2Txt0Suite
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060614
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TOPEL FORMAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 NORTH MICHIGAN AVE SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060611
ReturnHeader/PreparerPersonGrp/PhoneNum03125651414
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John J Riley
ReturnHeader/ReturnTs02015-05-14T17:05:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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