Civic Intelligence

Samuel J Heller Foundation

990PF • Fiscal year 2024 • EIN 20-2553479

Jan 01, 2024 to Dec 31, 2024 • Filed on Oct 17, 2025

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

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

69th percentile

15%

Higher net margin than 69% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

98th percentile

452%

Faster asset growth than 98% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

46%

Faster revenue growth than 81% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,511

Up $2,056 (+452%) from 2023

Net Assets

Up

$2,511

Up $2,056 (+452%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$13,785

Up $4,345 (+46%) from 2023

Expenses

Down

$11,729

Down $9,741 (-45%) from 2023

Net Income

Up

$2,056

Up $14,086 (+117%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$2,511
Liabilities$0
Net Assets$2,511

Operations Trend

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

2024

Revenue$13,785
Expenses$11,729
Net Income$2,056
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 17, 2025
Return Version
2024v5.2
Compensation and Service Providers

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
2025-10-17
Discuss with paid preparer
Yes

Preparer

Firm
Lopez Accounting Group
Address
3500 WEST OLIVE AVENUE SUITE 680, BURBANK, CA 91505
Preparer
Juan Pablo Lopez CPA
Phone
8188407075
Raw XML Appendix295 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/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt091
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt091
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt021110
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07713
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04541
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03062
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0267
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0267
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt048064
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011638
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt021110
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07713
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04541
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03062
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011729
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011638
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt048331
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt036693
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/TotalContributionsAmt013785
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0135
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0135
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMUEL J HELLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06612599385
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-17
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/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02025-10-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUAN PABLO LOPEZ CPA
ReturnHeader/ReturnTs02025-10-18T00:41:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2024Detailed filing. Detailed filing data is available for this year.$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
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