Civic Intelligence

Samuel J Heller Foundation

990PF • Fiscal year 2021 • EIN 20-2553479

Jan 01, 2021 to Dec 31, 2021 • Filed on May 03, 2022

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

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

38th percentile

0.1%

Higher net margin than 38% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

54th percentile

5.9%

Faster asset growth than 54% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

81st percentile

78%

Faster revenue growth than 81% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$90

Up $5 (+5.9%) from 2020

Net Assets

Up

$90

Up $5 (+5.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin38th percentile

Revenue

Up

$4,580

Up $2,008 (+78%) from 2020

Expenses

Up

$4,575

Up $1,510 (+49%) from 2020

Net Income

Up

$5

Up $498 (+101%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

2021

Assets$90
Liabilities$0
Net Assets$90
Open 2021 Filing

Operations Trend

Revenue Growth81st 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

2021

Revenue$4,580
Expenses$4,575
Net Income$5
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 3, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMUEL J HELLERPresident-$0--
MARLIES PETERSENSec/Treas-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFRIENDS OF THE ISRAELI DEFENSE FORCESGENERAL OPERATIONSPCNEW YORK, NY, US$4,000
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
2022-05-03
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 Appendix252 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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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURBANK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091505
ReturnHeader/PreparerPersonGrp/PhoneNum08188407075
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUAN P LOPEZ CPA
ReturnHeader/ReturnTs02022-05-16T09:20:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SAMUEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HELLER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$90
Liabilities
$0
Net assets
$90
Revenue
$4,580
Expenses
$4,575
Net income
$5
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
2021Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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