Civic Intelligence

David Heller Foundation

990EZ • Fiscal year 2020 • EIN 20-4974161

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 30, 2021

Organization ProfileN/A
33285 Wikstrom RoadScappoose, OR 97056

(971) 219-8733

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

9th percentile

-76%

Higher net margin than 9% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

26th percentile

-12%

Faster asset growth than 26% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

14th percentile

-66%

Faster revenue growth than 14% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$294,487

Down $38,341 (-12%) from 2019

Net Assets

Down

$294,487

Down $38,341 (-12%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin9th percentile

Revenue

Down

$50,560

Down $97,587 (-66%) from 2019

Expenses

Down

$88,901

Down $20,995 (-19%) from 2019

Net Income

Down

-$38,341

Down $76,592 (-200%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2020

Assets$294,487
Liabilities-
Net Assets$294,487
Open 2020 Filing

Operations Trend

Revenue Growth14th 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

2020

Revenue$50,560
Expenses$88,901
Net Income-$38,341
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 30, 2021
Return Version
2020v4.0
Gross Receipts
$50,560
Mission and Program Overview

Mission

Promote health screening and health awarness for school athletes.

Program Services

DescriptionGrantsExpenses
HEALTH SCREENING FOR ATHLETES AND SCHOLARSHIPS.-$80,842
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

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

Filer

Filer Name
David Heller Foundation
EIN
20-4974161
Address
33285 WIKSTROM ROAD, SCAPPOOSE, OR 97056

Signing Officer

Name
Beverly Heller
Title
Secretary/treasurer
Signed
2021-06-30
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 1,040 state fee 233 pay pal fees 1,436 misc 40 po box 430 software license 390 go-daddy fees 108 streamline 1,600 zoom 130 scholarships 4,000 operating supplies 202 auctioneer 3,500 programs 72,000 total 85,109”

Raw XML Appendix122 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0JEFF HELLER
CompensationExplanation/CompensationExplanationGrp/PersonNm1RILAY MAHONEY
CompensationExplanation/CompensationExplanationGrp/PersonNm2BEVERLY HELLER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BEVERLY HELLER
IRS990EZ/BooksInCareOfDetail/PhoneNum09712198733
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt033285 WIKSTROM ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SCAPPOOSE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097056
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0332828
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0294487
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt050554
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-38341
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02303
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0332828
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0294487
IRS990EZ/GrossReceiptsAmt050560
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt06
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0332828
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0294487
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0332828
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0294487
IRS990EZ/OccupancyRentUtltsAndMaintAmt0300
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEFF HELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RILAY 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/OtherExpensesTotalAmt085109
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE HEALTH SCREENING AND HEALTH AWARNESS FOR SCHOOL ATHLETES.
IRS990EZ/PrintingPublicationsPostageAmt01189
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HEALTH SCREENING FOR ATHLETES AND SCHOLARSHIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt080842
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt088901
IRS990EZ/TotalProgramServiceExpensesAmt080842
IRS990EZ/TotalRevenueAmt050560
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt050554
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0148131
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0138713
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt099566
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt069258
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0506222
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt038
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0506222
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt050554
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0148131
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0138713
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt099566
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt069258
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0506222
IRS990ScheduleA/TotalSupportAmt0506222
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MARKETING 1,040 STATE FEE 233 PAY PAL FEES 1,436 MISC 40 PO BOX 430 SOFTWARE LICENSE 390 GO-DADDY FEES 108 STREAMLINE 1,600 ZOOM 130 SCHOLARSHIPS 4,000 OPERATING SUPPLIES 202 AUCTIONEER 3,500 PROGRAMS 72,000 TOTAL 85,109
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BEVERLY HELLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID HELLER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0204974161
ReturnHeader/Filer/USAddress/AddressLine1Txt033285 WIKSTROM ROAD
ReturnHeader/Filer/USAddress/CityNm0SCAPPOOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097056
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931305317
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/PreparationDt02021-06-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL R GARRISON CPA
ReturnHeader/ReturnTs02021-07-01T17:52:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BEVERLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HELLER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$294,487
Liabilities
-
Net assets
$294,487
Revenue
$50,560
Expenses
$88,901
Net income
-$38,341
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