Civic Intelligence

Diane and David B Heller Foundation

990PF • Fiscal year 2017 • EIN 20-2387089

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

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

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

33rd percentile

-4.2%

Higher net margin than 33% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

3rd percentile

-87%

Faster asset growth than 3% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

10th percentile

-47%

Faster revenue growth than 10% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$1,809

Down $11,825 (-87%) from 2016

Net Assets

Down

$1,809

Down $11,825 (-87%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin33rd percentile

Revenue

Down

$283,510

Down $246,498 (-47%) from 2016

Expenses

Down

$295,335

Down $240,128 (-45%) from 2016

Net Income

Down

-$11,825

Down $6,370 (-117%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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

2017

Assets$1,809
Liabilities$0
Net Assets$1,809
Open 2017 Filing

Operations Trend

Revenue Growth10th 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

2017

Revenue$283,510
Expenses$295,335
Net Income-$11,825
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th 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
2018-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Topel Forman LLC
Address
500 NORTH MICHIGAN AVE SUITE 1700, CHICAGO, IL 60611
Preparer
Maggie Thomason
Phone
3126420006
Raw XML Appendix281 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/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0293165
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0291781
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06833551
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06541770
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/TotalContributionsAmt0283500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ILLINOIS SECRETARY OF STATE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL INCOME REFUND
TaxesSchedule/TaxesDetail/CategoryTxt0PENALTIES
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE B HELLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07732812185
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
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/AtSubmissionCreationDeviceId038EC74C4A9104B42CA558262456F9A3739DA905E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04B8D0A6C332160D31AF82F9F887E90769831ABE4
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId036207920181305000004
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-10
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/PreparerPersonNm0Maggie Thomason
ReturnHeader/ReturnTs02018-05-10T16:05:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,809
Liabilities
$0
Net assets
$1,809
Revenue
$283,510
Expenses
$295,335
Net income
-$11,825
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