Civic Intelligence

Ina and Lewis Heafitz Charitable Foundation

990PF • Fiscal year 2012 • EIN 26-0623896

Jan 01, 2012 to Dec 31, 2012 • Filed on Oct 31, 2013

Organization Profile
67 Berkeley St02465
Siviq Scores

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

Liabilities / Assets

99th percentile

4.37x

Higher debt load relative to assets than 99% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

16th percentile

-25%

Faster asset growth than 16% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$28,154

Down $9,499 (-25%) from 2011

Net Assets

Down

-$94,996

Down $19,327 (-26%) from 2011

Liabilities

Up

$123,150

Up $9,828 (+8.7%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$58,001

Down $61,063 (-51%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

2012

Assets$28,154
Liabilities$123,150
Net Assets-$94,996
Open 2012 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

2012

Revenue-
Expenses$58,001
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Oct 31, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

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

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBOSTON UNIVERSITY SCHOOL OF MEDICINETO PROVIDE FUNDS FOR PROGRAM-BOSTON, MA, US$30,000
Paid GrantUNIVERSITY OF PENNSYLVANIATO PROVIDE FUNDS FOR PROGRAM-PHILADELPHIA, PA, US$15,000
Paid GrantTEMPLE EMANUELTO PROVIDE FUNDS FOR PROGRAM-NEWTON CENTRE, MA, US$5,000
Paid GrantHILLEL AT THE UNIVERSITY OF PENNSYLVANIATO PROVIDE FUNDS FOR PROGRAM-PHILADELPHIA, PA, US$860
Paid GrantMASSACHUSETTS INSTITUTE OF TECHNOLOGYTO PROVIDE FUNDS FOR PROGRAM-CAMBRIDGE, MA, US$360
Filing and Contact Details

Filer

EIN
26-0623896
Raw XML Appendix339 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.

Path#Value
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InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0FMV
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount07
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IRS990PF/BalanceSheets/CapitalStockBOY00
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IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0-94996
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IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted085946
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj085946
IRS990PF/DistributableAmount/DistributableAmountBeforeDed085946
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances018265
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable026412
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets01742534
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn086719
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01734387
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01760799
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition05.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition15.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1INA HEAFITZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1067 BERKELEY STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1167 BERKELEY STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0WEST NEWTON
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.004956
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0TO PROVIDE FUNDS FOR PROGRAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1TO PROVIDE FUNDS FOR PROGRAM
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/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11TEMPLE EMANUEL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12HILLEL AT THE UNIVERSITY OF PENNSYLVANIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13MASSACHUSETTS INSTITUTE OF TECHNOLOGY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14UNIVERSITY OF PENNSYLVANIA
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3CAMBRIDGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4PHILADELPHIA
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3MA
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IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted085946
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1023052
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2096913
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear305525
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4014305
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus034726
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY034726
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0105069
IRS990PF/UndistributedIncome/ExcessFromYear1023052
IRS990PF/UndistributedIncome/ExcessFromYear2082017
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions051220
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0105069
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0139795
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/Description0FILING FEES
OtherExpensesSchedule/OtherExpenses/Description1INTEREST EXPENSE
OtherExpensesSchedule/OtherExpenses/Description2BANK FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps20
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome20
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1221
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks225
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome038667
OtherIncomeSchedule2/OtherIncome/Description0EQUITY INDUSTRIAL GHEB, LP
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome038667
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks038667
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue00
OtherLiabilitiesSchedule/OtherLiabilities/Description0EQUITY INDUSTRIAL GHEB LP
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue09607
ReturnHeader/BuildTS02016-03-07 17:11:31Z
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/DateSigned02013-10-31
ReturnHeader/Officer/Name0LEWIS HEAFITZ
ReturnHeader/Officer/Phone07814499000
ReturnHeader/Officer/Title0OFFICER
ReturnHeader/Preparer/DatePrepared02013-10-31
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/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-07T14:44:14-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,154
Liabilities
$123,150
Net assets
-$94,996
Revenue
-
Expenses
$58,001
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