Civic Intelligence

The Brian and Edith Heath Foundation

990PF • Fiscal year 2020 • EIN 20-8633363

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
1099 E StreetSan Rafael, CA 94901

(415) 925-5200

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

80th percentile

33%

Higher net margin than 80% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

31st percentile

-1.3%

Faster asset growth than 31% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

93rd percentile

129%

Faster revenue growth than 93% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$2,662,210

Down $36,419 (-1.3%) from 2019

Net Assets

Down

$2,662,210

Down $36,419 (-1.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin80th percentile

Revenue

Up

$473,568

Up $267,197 (+129%) from 2019

Expenses

Up

$319,394

Up $46,082 (+17%) from 2019

Net Income

Up

$154,174

Up $221,115 (+330%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,066,522Liabilities 2011: $02011Assets 2012: $2,127,270Liabilities 2012: $02012Assets 2013: $2,132,742Liabilities 2013: $02013Assets 2014: $2,099,715Liabilities 2014: $0Net Assets 2014: $2,099,7152014Assets 2015: $2,096,125Liabilities 2015: $0Net Assets 2015: $2,096,1252015Assets 2016: $2,607,032Liabilities 2016: $0Net Assets 2016: $2,607,0322016Assets 2017: $2,676,048Liabilities 2017: $0Net Assets 2017: $2,676,0482017Assets 2018: $2,480,347Liabilities 2018: $0Net Assets 2018: $2,480,3472018Assets 2019: $2,698,629Liabilities 2019: $0Net Assets 2019: $2,698,6292019Assets 2020: $2,662,210Liabilities 2020: $0Net Assets 2020: $2,662,2102020Assets 2021: $2,734,817Liabilities 2021: $0Net Assets 2021: $2,734,8172021Assets 2022: $2,296,567Liabilities 2022: $0Net Assets 2022: $2,296,5672022Assets 2023: $2,456,330Liabilities 2023: $0Net Assets 2023: $2,456,3302023Assets 2024: $2,505,312Liabilities 2024: $0Net Assets 2024: $2,505,3122024

Highlighted filing

2020

Assets$2,662,210
Liabilities$0
Net Assets$2,662,210
Open 2020 Filing

Operations Trend

Revenue Growth93rd percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $123,984Expenses 2011: $15,677Net Income 2011: $108,3072011Revenue 2012: $132,709Expenses 2012: $71,961Net Income 2012: $60,7482012Revenue 2013: $93,529Expenses 2013: $323,844Net Income 2013: -$230,3152013Revenue 2014: $59,785Expenses 2014: $92,812Net Income 2014: -$33,0272014Revenue 2015: $66,403Expenses 2015: $68,389Net Income 2015: -$1,9862015Revenue 2016: $566,089Expenses 2016: $117,358Net Income 2016: $448,7312016Revenue 2017: $108,707Expenses 2017: $164,123Net Income 2017: -$55,4162017Revenue 2018: $261,804Expenses 2018: $247,529Net Income 2018: $14,2752018Revenue 2019: $206,371Expenses 2019: $273,312Net Income 2019: -$66,9412019Revenue 2020: $473,568Expenses 2020: $319,394Net Income 2020: $154,1742020Revenue 2021: $126,556Expenses 2021: $153,025Net Income 2021: -$26,4692021Revenue 2022: $33,629Expenses 2022: $80,946Net Income 2022: -$47,3172022Revenue 2023: $76,501Expenses 2023: $90,656Net Income 2023: -$14,1552023Revenue 2024: $116,751Expenses 2024: $130,944Net Income 2024: -$14,1932024

Highlighted filing

2020

Revenue$473,568
Expenses$319,394
Net Income$154,174
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jay StewartTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The Brian and Edith Heath Foundation
EIN
20-8633363
Phone
4159255200
Address
1099 E Street, San Rafael, CA 94901

Signing Officer

Name
Jay Stewart
Title
Trustee
Signed
2021-11-15
Discuss with paid preparer
No

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Michael Fontanello
Phone
4159830200
Raw XML Appendix344 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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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,662,210
Liabilities
$0
Net assets
$2,662,210
Revenue
$473,568
Expenses
$319,394
Net income
$154,174
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.12$0.13$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.08$0.09$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.03$0.08$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.13$0.15$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.47$0.32$0.15
2019Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.21$0.27$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.26$0.25$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.11$0.16$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.57$0.12$0.45
2015Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.07$0.07$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.06$0.09$0.03
2013Summary only. Only limited summary data is available for this year.$2.13$0.00$0.09$0.32$0.23
2012Summary only. Only limited summary data is available for this year.$2.13$0.00$0.13$0.07$0.06
2011Summary only. Only limited summary data is available for this year.$2.07$0.00$0.12$0.02$0.11