Civic Intelligence

David Heller Foundation

990 • Fiscal year 2023 • EIN 20-4974161

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 06, 2024

Organization ProfileDAVIDHELLERFOUNDATION.ORG
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

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

81st percentile

29%

Higher net margin than 81% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

73rd percentile

17%

Faster asset growth than 73% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

73rd percentile

32%

Faster revenue growth than 73% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$537,776

Up $79,597 (+17%) from 2022

Net Assets

Up

$537,776

Up $79,597 (+17%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin81st percentile

Revenue

Up

$277,338

Up $67,638 (+32%) from 2022

Expenses

Up

$197,741

Up $462 (+0.2%) from 2022

Net Income

Up

$79,597

Up $67,176 (+541%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2023

Assets$537,776
Liabilities$0
Net Assets$537,776
Open 2023 Filing

Operations Trend

Revenue Growth73rd 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

2023

Revenue$277,338
Expenses$197,741
Net Income$79,597
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 6, 2024
Return Version
2023v4.0
Gross Receipts
$277,338
Mission and Program Overview

Mission

Promote health screening and health awarness for school athletes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$458,179$537,776▲ $79,597
Investments in Publicly Traded Securities-$307,628-
Savings and Temporary Cash Investments$458,179$230,151▼ $228,028
Cash and Non-Interest-Bearing Accounts-$-3-
Total Assets$458,179$537,776▲ $79,597
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$458,179$537,776▲ $79,597
Total Liabilities and Net Assets / Fund Balance$458,179$537,776▲ $79,597
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Jeff HellerPresident
Scott StrattonDirector
Beverly HellerSecretary/tr
Rilay MahoneyVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$269,707
Program Service Revenue
$0
Investment Income
$7,631
Other Revenue
$0
All Other Contributions
$269,707
Change in Net Assets
$79,597
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$174,015
Total Fundraising Expense$44,523
Salaries, Compensation, and Employee Benefits$23,726
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$15,653-$8,073$23,726
Office Expenses$2,038$129$6,547$8,714
Other Expenses$3,000-$28,670$3,000
All Other Expenses$1,706--$1,706
Advertising--$1,233$1,233
Insurance$238--$238
Conferences and Meetings$41--$41
Total Functional Expenses$153,089$129$44,523$197,741
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

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
Phone
5419746747
Signed
2024-02-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Heller
Formed
2007
Legal Domicile
Or
Voting Board Members
4
Independent Board Members
4
Employees
1

Preparer

Firm
Dr Garrison CPA Pc
Address
2114 COLUMBIA BLVD, SAINT HELENS, OR 97051-1739
Preparer
Daniel R Garrison CPA
Phone
5033660994
Raw XML Appendix280 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/PreparerPersonGrp/PreparationDt02024-02-01
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ReturnHeader/ReturnTs02024-02-15T11:13:15-05:00
ReturnHeader/ReturnTypeCd0990
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HELLER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$537,776
Liabilities
$0
Net assets
$537,776
Revenue
$277,338
Expenses
$197,741
Net income
$79,597
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