Civic Intelligence

Heitmann Foundation II

990PF • Fiscal year 2021 • EIN 20-6975845

Jul 01, 2020 to Jun 30, 2021 • Filed on Feb 15, 2022

Organization Profile
411 W Lafayette StreetDetroit, MI 48226

(302) 651-8439

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

10th percentile

-75%

Higher net margin than 10% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

34th percentile

-3.3%

Faster asset growth than 34% of similar nonprofits.

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

Revenue Growth

11th percentile

-66%

Faster revenue growth than 11% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$267,247

Down $9,232 (-3.3%) from 2020

Net Assets

Down

$267,247

Down $9,232 (-3.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin10th percentile

Revenue

Down

$12,338

Down $24,303 (-66%) from 2020

Expenses

Down

$21,570

Down $4,392 (-17%) from 2020

Net Income

Down

-$9,232

Down $19,911 (-186%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$300K$200K$100K$0Assets 2018: $271,862Liabilities 2018: $0Net Assets 2018: $271,8622018Assets 2019: $265,800Liabilities 2019: $0Net Assets 2019: $265,8002019Assets 2020: $276,479Liabilities 2020: $0Net Assets 2020: $276,4792020Assets 2021: $267,247Liabilities 2021: $0Net Assets 2021: $267,2472021Assets 2022: $261,600Liabilities 2022: $0Net Assets 2022: $261,6002022Assets 2023: $250,526Liabilities 2023: $0Net Assets 2023: $250,5262023Assets 2024: $249,676Liabilities 2024: $0Net Assets 2024: $249,6762024

Highlighted filing

2021

Assets$267,247
Liabilities$0
Net Assets$267,247
Open 2021 Filing

Operations Trend

Revenue Growth11th percentile

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

$40K$20K$0-$20K-$40KRevenue 2018: -$17,404Expenses 2018: $21,933Net Income 2018: -$39,3372018Revenue 2019: $15,402Expenses 2019: $21,230Net Income 2019: -$5,8282019Revenue 2020: $36,641Expenses 2020: $25,962Net Income 2020: $10,6792020Revenue 2021: $12,338Expenses 2021: $21,570Net Income 2021: -$9,2322021Revenue 2022: $17,543Expenses 2022: $23,190Net Income 2022: -$5,6472022Revenue 2023: $4,963Expenses 2023: $16,950Net Income 2023: -$11,9872023Revenue 2024: $9,689Expenses 2024: $8,766Net Income 2024: $9232024

Highlighted filing

2021

Revenue$12,338
Expenses$21,570
Net Income-$9,232
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 15, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIAN STRANGE CHEATHAMTrustee-$0--
ADVISORY TRUST CO OF DELAWARETrusteeFT$0--
GENEVIEVE GRATIOT CHEATHAMTrustee-$0--
MARIAN M HOOPERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Heitmann Foundation Ii
EIN
20-6975845
Phone
3026518439
Address
411 W LAFAYETTE STREET, DETROIT, MI 48226

Signing Officer

Name
Advisory Trust Company of Delaware
Title
Trustee
Phone
3026518439
Signed
2022-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Seidel Schroeder
Address
2707 SOUTH MARKET, BRENHAM, TX 77833
Preparer
Ginger Bosse
Phone
9798366131
Raw XML Appendix340 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02500
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-9232
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0276479
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0267247
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt013230
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt013230
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IRS990PF/FMVAssetsEOYAmt0301682
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0269862
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARIAN STRANGE CHEATHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ADVISORY TRUST CO OF DELAWARE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2GENEVIEVE GRATIOT CHEATHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MARIAN M HOOPER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO FUND GENERAL OPERATING ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO FUND GENERAL OPERATING ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO FUND GENERAL OPERATING ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO FUND GENERAL OPERATING ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CAMP CHAPELWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1TROOP 642
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CHAPELWOOD FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3RIVER OAKS GARDEN CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4THE MOUNT CARMEL ECC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt022250 GREENBAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt111612 MEMORIAL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt211140 GREENBAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32503 WESTHEIMER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt410 WITHERS STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BROOKLYN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd177024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd277024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd377098
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd411211
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013600
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt013230
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013230
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0370
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0370
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0370
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0370
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02731
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02731
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt030813
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1228316
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0EQUITIES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1MUTUAL FUNDS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt017313
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1238907
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt022682
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1267973
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
TaxesSchedule/TaxesDetail/Amt089
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT-2019
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt089
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ADVISORY TRUST COMPANY OF DELAWARE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03026518439
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEITMANN FOUNDATION II
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0COAMERICA BANK & TRUST NA
ReturnHeader/Filer/BusinessNameControlTxt0HEIT
ReturnHeader/Filer/EIN0206975845
ReturnHeader/Filer/PhoneNum03026518439
ReturnHeader/Filer/USAddress/AddressLine1Txt0411 W LAFAYETTE STREET
ReturnHeader/Filer/USAddress/CityNm0DETROIT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048226
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742052353
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SEIDEL SCHROEDER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02707 SOUTH MARKET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRENHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077833
ReturnHeader/PreparerPersonGrp/PhoneNum09798366131
ReturnHeader/PreparerPersonGrp/PreparationDt02022-02-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GINGER BOSSE
ReturnHeader/ReturnTs02022-03-08T14:26:40-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ADVISORY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TRUST COMPANY OF DEL
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$267,247
Liabilities
$0
Net assets
$267,247
Revenue
$12,338
Expenses
$21,570
Net income
-$9,232
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.10$0.09$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.05$0.17$0.12
2022Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.18$0.23$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.12$0.22$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.37$0.26$0.11
2019Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.15$0.21$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.17$0.22$0.39