Civic Intelligence

Samuel J Heller Foundation

990PF • Fiscal year 2018 • EIN 20-2553479

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 13, 2020

Organization Profile
Post Office Box 802440Santa Clarita, CA 91380

(661) 259-9385

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

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

Annualized from 2017 to 2018

Revenue Growth

99th percentile

2920%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$858

Up $858 from 2017

Net Assets

Up

$858

Up $858 from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin69th percentile

Revenue

Up

$6,251

Up $6,044 (+2920%) from 2017

Expenses

Up

$5,393

Up $5,018 (+1338%) from 2017

Net Income

Up

$858

Up $1,026 (+611%) from 2017

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15K$10K$5.0K$0Assets 2011: $13,967Liabilities 2011: $02011Assets 2012: $10,957Liabilities 2012: $02012Assets 2013: $77Liabilities 2013: $02013Assets 2014: $18Liabilities 2014: $0Net Assets 2014: $182014Assets 2015: $567Liabilities 2015: $0Net Assets 2015: $5672015Assets 2016: $168Liabilities 2016: $0Net Assets 2016: $1682016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $858Liabilities 2018: $0Net Assets 2018: $8582018Assets 2019: $578Liabilities 2019: $0Net Assets 2019: $5782019Assets 2020: $85Liabilities 2020: $0Net Assets 2020: $852020Assets 2021: $90Liabilities 2021: $0Net Assets 2021: $902021Assets 2022: $12,485Liabilities 2022: $0Net Assets 2022: $12,4852022Assets 2023: $455Liabilities 2023: $0Net Assets 2023: $4552023Assets 2024: $2,511Liabilities 2024: $0Net Assets 2024: $2,5112024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2018

Assets$858
Liabilities$0
Net Assets$858
Open 2018 Filing

Operations Trend

Revenue Growth99th percentile

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

$30K$20K$10K$0-$10K-$20KRevenue 2011: $20,000Expenses 2011: $12,604Net Income 2011: $7,3962011Revenue 2012: $0Expenses 2012: $3,010Net Income 2012: -$3,0102012Revenue 2013: $550Expenses 2013: $11,430Net Income 2013: -$10,8802013Revenue 2014: $51Expenses 2014: $110Net Income 2014: -$592014Revenue 2015: $729Expenses 2015: $180Net Income 2015: $5492015Revenue 2016: $0Expenses 2016: $399Net Income 2016: -$3992016Revenue 2017: $207Expenses 2017: $375Net Income 2017: -$1682017Revenue 2018: $6,251Expenses 2018: $5,393Net Income 2018: $8582018Revenue 2019: $0Expenses 2019: $280Net Income 2019: -$2802019Revenue 2020: $2,572Expenses 2020: $3,065Net Income 2020: -$4932020Revenue 2021: $4,580Expenses 2021: $4,575Net Income 2021: $52021Revenue 2022: $20,355Expenses 2022: $7,960Net Income 2022: $12,3952022Revenue 2023: $9,440Expenses 2023: $21,470Net Income 2023: -$12,0302023Revenue 2024: $13,785Expenses 2024: $11,729Net Income 2024: $2,0562024Revenue 2025: $19,021Expenses 2025: $21,532Net Income 2025: -$2,5112025

Highlighted filing

2018

Revenue$6,251
Expenses$5,393
Net Income$858
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2020
Return Version
2018v3.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMUEL J HELLERPresident-$0--
MARLIES PETERSENSec/Treas-$0--
Filing and Contact Details

Filer

Filer Name
Samuel J Heller Foundation
EIN
20-2553479
Phone
6612599385
Address
POST OFFICE BOX 802440, SANTA CLARITA, CA 91380

Signing Officer

Name
Samuel J Heller
Title
President
Phone
6612599385
Signed
2020-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Lopez Accounting Group
Address
3500 WEST OLIVE AVENUE SUITE 680, BURBANK, CA 91505
Preparer
Juan P Lopez CPA
Phone
8188407075
Raw XML Appendix293 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/ExcessDistributionCyovYr5Amt011158
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt011158
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06411
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05391
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0371
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0381
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0160
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0108
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05393
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05391
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt017569
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012178
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0SAMUEL J HELLER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0POST OFFICE BOX 802440
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SANTA CLARITA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd091380
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt06251
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0180
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0180
ReturnHeader/BuildTS02021-09-10 13:11:23Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMUEL J HELLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06612599385
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAMUEL J HELLER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SAMU
ReturnHeader/Filer/EIN0202553479
ReturnHeader/Filer/PhoneNum06612599385
ReturnHeader/Filer/USAddress/AddressLine1Txt0POST OFFICE BOX 802440
ReturnHeader/Filer/USAddress/CityNm0SANTA CLARITA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091380
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A47385BB48CC57316940F584287C32328FC8515D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05CCAD0EAAA3714D73F4AAE5FEA90A9933E8ECE48
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.48.122.122
ReturnHeader/FilingSecurityInformation/IPDt02020-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm013:38:23
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0812737245
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOPEZ ACCOUNTING GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03500 WEST OLIVE AVENUE SUITE 680
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURBANK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091505
ReturnHeader/PreparerPersonGrp/PhoneNum08188407075
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUAN P LOPEZ CPA
ReturnHeader/ReturnTs02020-11-16T10:15:10-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$858
Liabilities
$0
Net assets
$858
Revenue
$6,251
Expenses
$5,393
Net income
$858
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$19.0$21.5$2.51
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.00$2.51$13.8$11.7$2.06
2023Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$9.44$21.5$12.0
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.5$0.00$12.5$20.4$7.96$12.4
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.00$0.09$4.58$4.58$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.00$0.09$2.57$3.07$0.49
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.00$0.58$0.00$0.28$0.28
2018Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$6.25$5.39$0.86
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.21$0.38$0.17
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.00$0.17$0.00$0.40$0.40
2015Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.73$0.18$0.55
2014Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.05$0.11$0.06
2013Summary only. Only limited summary data is available for this year.$0.08$0.00$0.55$11.4$10.9
2012Summary only. Only limited summary data is available for this year.$11.0$0.00$0.00$3.01$3.01
2011Summary only. Only limited summary data is available for this year.$14.0$0.00$20.0$12.6$7.40