Civic Intelligence

David Heller Foundation

990EZ • Fiscal year 2014 • EIN 20-4974161

Jan 01, 2014 to Dec 31, 2014 • Filed on May 10, 2015

Organization ProfileN/A
33285 Wikstrom RoadSaint Helens, OR 97051

(503) 543-5105

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

35th percentile

-2.0%

Higher net margin than 35% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

44th percentile

-0.3%

Faster asset growth than 44% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

9th percentile

-51%

Faster revenue growth than 9% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$194,961

Down $656 (-0.3%) from 2013

Net Assets

$194,961

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin35th percentile

Revenue

Down

$32,264

Down $33,426 (-51%) from 2013

Expenses

Up

$32,920

Up $20,489 (+165%) from 2013

Net Income

Down

-$656

Down $53,915 (-101%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$600K$400K$200K$0Assets 2011: $110,606Liabilities 2011: $02011Assets 2012: $142,357Liabilities 2012: $02012Assets 2013: $195,617Liabilities 2013: $02013Assets 2014: $194,961Net Assets 2014: $194,9612014Assets 2015: $226,476Net Assets 2015: $226,4762015Assets 2016: $253,937Net Assets 2016: $253,9372016Assets 2017: $269,815Net Assets 2017: $269,8152017Assets 2018: $294,577Net Assets 2018: $294,5772018Assets 2019: $332,828Net Assets 2019: $332,8282019Assets 2020: $294,487Net Assets 2020: $294,4872020Assets 2021: $445,758Net Assets 2021: $445,7582021Assets 2022: $458,179Liabilities 2022: $0Net Assets 2022: $458,1792022Assets 2023: $537,776Liabilities 2023: $0Net Assets 2023: $537,7762023Assets 2024: $519,086Liabilities 2024: $0Net Assets 2024: $519,0862024

Highlighted filing

2014

Assets$194,961
Liabilities-
Net Assets$194,961
Open 2014 Filing

Operations Trend

Revenue Growth9th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $46,465Expenses 2011: $10,374Net Income 2011: $36,0912011Revenue 2012: $40,169Expenses 2012: $8,418Net Income 2012: $31,7512012Revenue 2013: $65,690Expenses 2013: $12,431Net Income 2013: $53,2592013Revenue 2014: $32,264Expenses 2014: $32,920Net Income 2014: -$6562014Revenue 2015: $106,445Expenses 2015: $74,931Net Income 2015: $31,5142015Revenue 2016: $69,276Expenses 2016: $41,815Net Income 2016: $27,4612016Revenue 2017: $99,566Expenses 2017: $83,688Net Income 2017: $15,8782017Revenue 2018: $138,729Expenses 2018: $113,967Net Income 2018: $24,7622018Revenue 2019: $148,147Expenses 2019: $109,896Net Income 2019: $38,2512019Revenue 2020: $50,560Expenses 2020: $88,901Net Income 2020: -$38,3412020Revenue 2021: $199,501Expenses 2021: $48,231Net Income 2021: $151,2702021Revenue 2022: $209,700Expenses 2022: $197,279Net Income 2022: $12,4212022Revenue 2023: $277,338Expenses 2023: $197,741Net Income 2023: $79,5972023Revenue 2024: $250,526Expenses 2024: $269,216Net Income 2024: -$18,6902024

Highlighted filing

2014

Revenue$32,264
Expenses$32,920
Net Income-$656
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 10, 2015
Return Version
2014v5.0
Gross Receipts
$32,264
Mission and Program Overview

Mission

Promote health screening and health awarness for school athletes.

Program Services

DescriptionGrantsExpenses
HEALTH SCREENING FOR ATHLETES AND SCHOLARSHIPS.-$32,920
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFF HELLERPresident-$0--
PATRICK MAHONEYVice Preside-$0--
BEVERLY HELLERSecretary/Tr-$0--
Filing and Contact Details

Filer

Filer Name
David Heller Foundation
EIN
20-4974161
Address
33285 WIKSTROM ROAD, SAINT HELENS, OR 97051

Signing Officer

Name
Beverly Heller
Title
Secretary
Signed
2015-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Dr Garrison CPA Pc
Address
2114 COLUMBIA BLVD, SAINT HELENS, OR 97051-1739
Preparer
Daniel R Garrison CPA
Phone
5033660994
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses marketing 857 state fee 65 postage 95 pay pal fees 360 website 55 computer 687 meetings 410 scholarships 4,000 defibrillators 25,000 total 31,529”

Raw XML Appendix117 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BEVERLY HELLER
IRS990EZ/BooksInCareOfDetail/PhoneNum05035435105
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt033285 WIKSTROM ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SCAPPOOSE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097056
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0195617
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0194961
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt032245
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-656
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0195617
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0194961
IRS990EZ/GrossReceiptsAmt032264
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt019
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0195617
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0194961
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0195617
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0194961
IRS990EZ/OccupancyRentUtltsAndMaintAmt0864
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEFF HELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PATRICK MAHONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BEVERLY HELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt031529
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE HEALTH SCREENING AND HEALTH AWARNESS FOR SCHOOL ATHLETES.
IRS990EZ/PrintingPublicationsPostageAmt0527
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HEALTH SCREENING FOR ATHLETES AND SCHOLARSHIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032920
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032920
IRS990EZ/TotalProgramServiceExpensesAmt032920
IRS990EZ/TotalRevenueAmt032264
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt032245
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt065666
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt040169
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt046416
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt023703
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0208199
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt049
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt049
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt019
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99980
IRS990ScheduleA/PublicSupportPY170Pct00.99900
IRS990ScheduleA/PublicSupportTotal170Amt0208199
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt032245
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt065666
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt040169
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt046416
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt023703
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0208199
IRS990ScheduleA/TotalSupportAmt0208248
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MARKETING 857 STATE FEE 65 POSTAGE 95 PAY PAL FEES 360 WEBSITE 55 COMPUTER 687 MEETINGS 410 SCHOLARSHIPS 4,000 DEFIBRILLATORS 25,000 TOTAL 31,529
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BEVERLY HELLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID HELLER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0204974161
ReturnHeader/Filer/USAddress/AddressLine1Txt033285 WIKSTROM ROAD
ReturnHeader/Filer/USAddress/CityNm0SAINT HELENS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097051
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DR GARRISON CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02114 COLUMBIA BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT HELENS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0970511739
ReturnHeader/PreparerPersonGrp/PhoneNum05033660994
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL R GARRISON CPA
ReturnHeader/ReturnTs02015-05-12T14:47:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$194,961
Liabilities
-
Net assets
$194,961
Revenue
$32,264
Expenses
$32,920
Net income
-$656
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$2.51$2.69$0.19
2023Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$2.77$1.98$0.80
2022Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$2.10$1.97$0.12
2021Detailed filing. Detailed filing data is available for this year.$4.46$4.46$2.00$0.48$1.51
2020Detailed filing. Detailed filing data is available for this year.$2.94$2.94$0.51$0.89$0.38
2019Detailed filing. Detailed filing data is available for this year.$3.33$3.33$1.48$1.10$0.38
2018Detailed filing. Detailed filing data is available for this year.$2.95$2.95$1.39$1.14$0.25
2017Detailed filing. Detailed filing data is available for this year.$2.70$2.70$1.00$0.84$0.16
2016Detailed filing. Detailed filing data is available for this year.$2.54$2.54$0.69$0.42$0.27
2015Detailed filing. Detailed filing data is available for this year.$2.26$2.26$1.06$0.75$0.32
2014Detailed filing. Detailed filing data is available for this year.$1.95$1.95$0.32$0.33$0.01
2013Summary only. Only limited summary data is available for this year.$1.96$0.00$0.66$0.12$0.53
2012Summary only. Only limited summary data is available for this year.$1.42$0.00$0.40$0.08$0.32
2011Summary only. Only limited summary data is available for this year.$1.11$0.00$0.46$0.10$0.36