Civic Intelligence

Ina and Lewis Heafitz Charitable Foundation

990PF • Fiscal year 2011 • EIN 26-0623896

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 16, 2012

Organization Profile
67 Berkeley St02465
Siviq Scores

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

Liabilities / Assets

98th percentile

3.01x

Higher debt load relative to assets than 98% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets98th percentile

Assets

$37,653

No earlier filing loaded for comparison.

Net Assets

-$75,669

No earlier filing loaded for comparison.

Liabilities

$113,322

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$119,064

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $37,653Liabilities 2011: $113,322Net Assets 2011: -$75,6692011Assets 2012: $28,154Liabilities 2012: $123,150Net Assets 2012: -$94,9962012Assets 2013: $40,599Liabilities 2013: $113,207Net Assets 2013: -$72,6082013Assets 2014: $4,949Liabilities 2014: $131,831Net Assets 2014: -$126,8822014Assets 2015: $200,698Liabilities 2015: $144,227Net Assets 2015: $56,4712015Assets 2016: $118,366Liabilities 2016: $124,946Net Assets 2016: -$6,5802016Assets 2017: $16,444Liabilities 2017: $112,201Net Assets 2017: -$95,7572017Assets 2018: $7,297Liabilities 2018: $110,619Net Assets 2018: -$103,3222018Assets 2019: $863,698Liabilities 2019: $150,130Net Assets 2019: $713,5682019Assets 2020: $1,388,154Liabilities 2020: $142,872Net Assets 2020: $1,245,2822020Assets 2021: $3,916,286Liabilities 2021: $146,089Net Assets 2021: $3,770,1972021Assets 2022: $4,025,911Liabilities 2022: $150,543Net Assets 2022: $3,875,3682022Assets 2023: $3,669,350Liabilities 2023: $141,164Net Assets 2023: $3,528,1862023Assets 2024: $1,201,035Liabilities 2024: $138,291Net Assets 2024: $1,062,7442024

Highlighted filing

2011

Assets$37,653
Liabilities$113,322
Net Assets-$75,669
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $119,0642011Expenses 2012: $58,0012012Revenue 2013: $69,933Expenses 2013: $47,545Net Income 2013: $22,3882013Revenue 2014: $15,004Expenses 2014: $69,278Net Income 2014: -$54,2742014Revenue 2015: $254,715Expenses 2015: $71,362Net Income 2015: $183,3532015Revenue 2016: $25,439Expenses 2016: $88,490Net Income 2016: -$63,0512016Revenue 2017: $13,261Expenses 2017: $102,438Net Income 2017: -$89,1772017Revenue 2018: $202,503Expenses 2018: $213,516Net Income 2018: -$11,0132018Revenue 2019: $1,026,906Expenses 2019: $173,682Net Income 2019: $853,2242019Revenue 2020: $684,779Expenses 2020: $153,065Net Income 2020: $531,7142020Revenue 2021: $3,215,978Expenses 2021: $691,063Net Income 2021: $2,524,9152021Revenue 2022: $706,506Expenses 2022: $601,335Net Income 2022: $105,1712022Revenue 2023: $190,318Expenses 2023: $537,500Net Income 2023: -$347,1822023Revenue 2024: $770,689Expenses 2024: $422,076Net Income 2024: $348,6132024

Highlighted filing

2011

Revenue-
Expenses$119,064
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 16, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEWIS HEAFITZTrusteePT$0--
INA HEAFITZTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIATO PROVIDE FUNDS FOR PROGRAM-PHILADELPHIA, PA, US$40,000
Paid GrantBOSTON UNIVERSITY SCHOOL OF MEDICINETO PROVIDE FUNDS FOR PROGRAM-BOSTON, MA, US$30,000
Paid GrantUNIVERSITY OF PENNSYLVANIA THE PENNSYLVANIA GAZETTETO PROVIDE FUNDS FOR PROGRAM-PHILADELPHIA, PA, US$25,000
Paid GrantCOMBINED JEWISH PHILANTHROPIESTO PROVIDE FUNDS FOR PROGRAM-BOSTON, MA, US$11,000
Paid GrantTEMPLE EMANUELTO PROVIDE FUNDS FOR PROGRAM-NEWTON CENTRE, MA, US$5,000
Paid GrantAIPACTO PROVIDE FUNDS FOR PROGRAM-WASHINGTON, DC, US$1,500
Filing and Contact Details

Filer

EIN
26-0623896
Raw XML Appendix343 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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InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0FMV
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances051049
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IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable027487
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0LEWIS HEAFITZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1INA HEAFITZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1067 BERKELEY STREET
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2TO PROVIDE FUNDS FOR PROGRAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3TO PROVIDE FUNDS FOR PROGRAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4TO PROVIDE FUNDS FOR PROGRAM
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear089448
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted089448
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1096913
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear205525
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3014305
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0139795
IRS990PF/UndistributedIncome/ExcessFromCurrentYear023052
IRS990PF/UndistributedIncome/ExcessFromYear1096913
IRS990PF/UndistributedIncome/ExcessFromYear205525
IRS990PF/UndistributedIncome/ExcessFromYear3014305
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0112500
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus023052
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0139795
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0116743
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
LoansFromOfficersSchedule/LoansFromOfficer/DateOfNote02008-08
LoansFromOfficersSchedule/LoansFromOfficer/DateOfNote12010-11
LoansFromOfficersSchedule/LoansFromOfficer/InterestRate00.000000000000
LoansFromOfficersSchedule/LoansFromOfficer/InterestRate10.000000000000
LoansFromOfficersSchedule/LoansFromOfficer/LendersName0LEWIS INA HEAFITZ
LoansFromOfficersSchedule/LoansFromOfficer/LendersName1LEWIS INA HEAFITZ
LoansFromOfficersSchedule/LoansFromOfficer/LendersTitle0TRUSTEES
LoansFromOfficersSchedule/LoansFromOfficer/LendersTitle1TRUSTEES
LoansFromOfficersSchedule/LoansFromOfficer/OriginalAmountOfLoan02500
LoansFromOfficersSchedule/LoansFromOfficer/OriginalAmountOfLoan1100000
LoansFromOfficersSchedule/LoansFromOfficer/PurposeOfLoan0TO OPEN BANK ACCOUNT
LoansFromOfficersSchedule/LoansFromOfficer/PurposeOfLoan1TO MAKE REQUIRED CONTRIBUTIONS
OtherExpensesSchedule/OtherExpenses/Description0INTEREST EXPENSE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0400
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome080096
OtherIncomeSchedule2/OtherIncome/Description0EQUITY INDUSTRIAL GHEB, LP
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome080096
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks080096
TaxesSchedule/Taxes/Amount035
TaxesSchedule/Taxes/Amount1441
TaxesSchedule/Taxes/Category0STATE INCOME TAX
TaxesSchedule/Taxes/Category1FEDERAL TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome10
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0260623896
ReturnHeader/Filer/Name/BusinessNameLine10INA & LEWIS HEAFITZ CHARITABLE FOUNDATION
ReturnHeader/Filer/NameControl0INA&
ReturnHeader/Filer/Phone07814499000
ReturnHeader/Filer/USAddress/AddressLine1067 BERKELEY ST
ReturnHeader/Filer/USAddress/City0WEST NEWTON
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002465
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-11-16
ReturnHeader/Officer/Name0LEWIS HEAFITZ
ReturnHeader/Officer/Phone07814499000
ReturnHeader/Officer/Title0OFFICER
ReturnHeader/Preparer/DatePrepared02012-11-16
ReturnHeader/PreparerFirm/EIN0042088368
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10GRAY GRAY & GRAY LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1034 SOUTHWEST PARK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WESTWOOD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0020901548
ReturnHeader/Preparer/Name0C JOSEPH CICCARELLO CPA
ReturnHeader/Preparer/Phone07814070300
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-15T10:12:25-06:00

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,653
Liabilities
$113,322
Net assets
-$75,669
Revenue
-
Expenses
$119,064
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.20$0.14$1.06$0.77$0.42$0.35
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.67$0.14$3.53$0.19$0.54$0.35
2022Detailed filing. Detailed filing data is available for this year.$4.03$0.15$3.88$0.71$0.60$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.92$0.15$3.77$3.22$0.69$2.52
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.14$1.25$0.68$0.15$0.53
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.15$0.71$1.03$0.17$0.85
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.11$0.10$0.20$0.21$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.02$0.11$0.10$0.01$0.10$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.12$0.12$0.01$0.03$0.09$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.20$0.14$0.06$0.25$0.07$0.18
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.13$0.13$0.02$0.07$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.04$0.11$0.07$0.07$0.05$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.03$0.12$0.09$0.06
2011Detailed filing. Detailed filing data is available for this year.$0.04$0.11$0.08$0.12