Civic Intelligence

Heitmann Foundation II

990PF • Fiscal year 2022 • EIN 20-6975845

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 09, 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

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

17th percentile

-32%

Higher net margin than 17% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

44th percentile

-2.1%

Faster asset growth than 44% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

72nd percentile

42%

Faster revenue growth than 72% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$261,600

Down $5,647 (-2.1%) from 2021

Net Assets

Down

$261,600

Down $5,647 (-2.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin17th percentile

Revenue

Up

$17,543

Up $5,205 (+42%) from 2021

Expenses

Up

$23,190

Up $1,620 (+7.5%) from 2021

Net Income

Up

-$5,647

Up $3,585 (+39%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2022

Assets$261,600
Liabilities$0
Net Assets$261,600
Open 2022 Filing

Operations Trend

Revenue Growth72nd 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

2022

Revenue$17,543
Expenses$23,190
Net Income-$5,647
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 9, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

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
Comerica Bank Trust Na
Title
Trustee
Phone
3026518439
Signed
2022-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Seidel Schroeder
Address
2707 SOUTH MARKET, BRENHAM, TX 77833
Preparer
Ginger Bosse
Phone
9798366131
Raw XML Appendix341 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/NetInvestmentIncomeAmt05765
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0267247
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0261600
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt014429
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt014429
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MARIAN M HOOPER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03600
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33600
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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
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1RIVER OAKS GARDEN CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BOY SCOUTS OF AMERICA - TROOP 642
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SARA'S PRESCHOOL INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt011140 GREENBAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12503 WESTHEIMER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt211612 MEMORIAL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3303 PROSPECT ST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HOUSTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NJ
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt014429
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014429
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0370
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0655
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0285
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0370
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014714
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0285
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0655
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0370
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt017313
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1238907
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0EQUITIES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1MUTUAL FUNDS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt016154
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1242991
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1228604
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
TaxesSchedule/TaxesDetail/Amt061
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT-2020
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt061
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0COMERICA BANK TRUST NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03026518439
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEITMANN FOUNDATION II
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0COMERICA 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/PreparationDt02022-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GINGER BOSSE
ReturnHeader/ReturnTs02023-04-07T08:20:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0COMERICA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BANK TRUST NA
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$261,600
Liabilities
$0
Net assets
$261,600
Revenue
$17,543
Expenses
$23,190
Net income
-$5,647
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