Civic Intelligence

Diane and David B Heller Foundation

990PF • Fiscal year 2016 • EIN 20-2387089

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization Profile
2550 N Lakeview Ave Unit S3601Chicago, IL 60614

(773) 281-2185

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

40th percentile

-1.0%

Higher net margin than 40% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

5th percentile

-29%

Faster asset growth than 5% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

94th percentile

118%

Faster revenue growth than 94% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$13,634

Down $5,455 (-29%) from 2015

Net Assets

Down

$13,634

Down $5,455 (-29%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin40th percentile

Revenue

Up

$530,008

Up $287,092 (+118%) from 2015

Expenses

Down

$535,463

Down $489,845 (-48%) from 2015

Net Income

Up

-$5,455

Up $776,937 (+99%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

2016

Assets$13,634
Liabilities$0
Net Assets$13,634
Open 2016 Filing

Operations Trend

Revenue Growth94th percentile

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

2016

Revenue$530,008
Expenses$535,463
Net Income-$5,455
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

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
Phone
7732812185
Address
2550 N LAKEVIEW AVE UNIT S3601, CHICAGO, IL 60614

Signing Officer

Name
Diane B Heller
Title
President/director
Phone
7732812185
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Topel Forman LLC
Address
500 NORTH MICHIGAN AVE SUITE 1700, CHICAGO, IL 60611
Preparer
Pamela A Wayer
Phone
3126420006
Raw XML Appendix283 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/UndistributedIncomeGrp/QualifyingDistributionsAmt0529848
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0525554
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09224828
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08699274
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Diane Heller
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02550 N LAKEVIEW AVE UNIT S3601
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CHICAGO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd060601
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0530000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ILLINOIS SECRETARY OF STATE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1IL CHARITY BUREAU FUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL INCOME REFUND
TaxesSchedule/TaxesDetail/CategoryTxt0PENALTIES
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE B HELLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07732812185
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DIANE AND DAVID B HELLER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HELL
ReturnHeader/Filer/EIN0202387089
ReturnHeader/Filer/InCareOfNm0% DIANE HELLER
ReturnHeader/Filer/PhoneNum07732812185
ReturnHeader/Filer/USAddress/AddressLine1Txt02550 N LAKEVIEW AVE UNIT S3601
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060614
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId049F45E9DC96A4225BF37F77AFE8BA47D57714B95
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FE13BF46266F68407324F192183DF5D4C11CFC45
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId036207920171285000006
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-05-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0168.93.161.34
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/PhoneNum03126420006
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Pamela A Wayer
ReturnHeader/ReturnTs02017-05-08T16:22:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,634
Liabilities
$0
Net assets
$13,634
Revenue
$530,008
Expenses
$535,463
Net income
-$5,455
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.05$0.06$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.22$0.22$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.28$0.30$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.53$0.54$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.24$1.03$0.78
2014Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.01$1.20$1.21
2013Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.25$1.21$0.97
2012Summary only. Only limited summary data is available for this year.$2.97$0.00$1.00$2.91$1.91
2011Summary only. Only limited summary data is available for this year.$5.05$0.17$1.59$3.00$1.41
2010Detailed filing. Detailed filing data is available for this year.$6.30$0.00$6.30$3.12