Civic Intelligence

The Heller Family Foundation

EIN 26-3711211 • Winter Park, FL

222 S Pennsylvania Ave 200Winter Park, FL 32789
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2013

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

4th percentile

-100%

Faster revenue growth than 4% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $5,034 (-100%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$0

Down $5,034 (-100%) from 2021

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $2,101 (-100%) from 2021

Expenses

Up

$5,034

Up $4,960 (+6703%) from 2021

Net Income

Down

-$5,034

Down $7,061 (-348%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0K$4.0K$2.0K$0Assets 2012: $1,634Liabilities 2012: $0Net Assets 2012: $1,6342012Assets 2013: $3,727Liabilities 2013: $0Net Assets 2013: $3,7272013Assets 2014: $3,840Liabilities 2014: $0Net Assets 2014: $3,8402014Assets 2015: $367Liabilities 2015: $0Net Assets 2015: $3672015Assets 2016: $270Liabilities 2016: $0Net Assets 2016: $2702016Assets 2017: $1,180Liabilities 2017: $0Net Assets 2017: $1,1802017Assets 2018: $691Liabilities 2018: $0Net Assets 2018: $6912018Assets 2019: $601Liabilities 2019: $0Net Assets 2019: $6012019Assets 2020: $3,007Liabilities 2020: $0Net Assets 2020: $3,0072020Assets 2021: $5,034Liabilities 2021: $0Net Assets 2021: $5,0342021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10K$5.0K$0-$5.0K-$10KExpenses 2012: $7,8312012Revenue 2013: $4,001Expenses 2013: $1,908Net Income 2013: $2,0932013Revenue 2014: $6,001Expenses 2014: $5,888Net Income 2014: $1132014Revenue 2015: $1,375Expenses 2015: $4,848Net Income 2015: -$3,4732015Revenue 2016: $3,000Expenses 2016: $3,097Net Income 2016: -$972016Revenue 2017: $1,000Expenses 2017: $90Net Income 2017: $9102017Revenue 2018: $2,096Expenses 2018: $2,585Net Income 2018: -$4892018Revenue 2019: $0Expenses 2019: $90Net Income 2019: -$902019Revenue 2020: $2,459Expenses 2020: $53Net Income 2020: $2,4062020Revenue 2021: $2,101Expenses 2021: $74Net Income 2021: $2,0272021Revenue 2022: $0Expenses 2022: $5,034Net Income 2022: -$5,0342022

Highlighted filing

2022

Revenue$0
Expenses$5,034
Net Income-$5,034
Open 2022 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$5,034
Net income
-$5,034
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0$0$0$0$5,034$5,034
2021Detailed filing. Detailed filing data is available for this year.$5,034$0$5,034$2,101$74$2,027
2020Detailed filing. Detailed filing data is available for this year.$3,007$0$3,007$2,459$53$2,406
2019Detailed filing. Detailed filing data is available for this year.$601$0$601$0$90$90
2018Detailed filing. Detailed filing data is available for this year.$691$0$691$2,096$2,585$489
2017Detailed filing. Detailed filing data is available for this year.$1,180$0$1,180$1,000$90$910
2016Detailed filing. Detailed filing data is available for this year.$270$0$270$3,000$3,097$97
2015Detailed filing. Detailed filing data is available for this year.$367$0$367$1,375$4,848$3,473
2014Detailed filing. Detailed filing data is available for this year.$3,840$0$3,840$6,001$5,888$113
2013Detailed filing. Detailed filing data is available for this year.$3,727$0$3,727$4,001$1,908$2,093
2012Detailed filing. Detailed filing data is available for this year.$1,634$0$1,634$7,831
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 27, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELE HELLERDirector/Pres/Sect-$0--
Filing and Contact Details

Filer

Filer Name
The Heller Family Foundation
EIN
26-3711211
Phone
4076472899
Address
222 S PENNSYLVANIA AVE 200, WINTER PARK, FL 32789

Signing Officer

Name
Michele Heller
Title
Director/vice Pres/sec
Phone
4076472899
Signed
2023-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Mcdirmit Davis LLC
Address
934 N MAGNOLIA AVE, ORLANDO, FL 32803
Preparer
Maria Novotny CPA
Phone
4078435406
Raw XML Appendix270 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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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01182
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LiquidationExplanationStmt/ExplanationTxt0STEVEN HELLER, ONE OF THE ORGANIZATION'S FOUNDERS AND PRIMARY DIRECTOR, DIED IN OCT 2020. AT THE TIME OF HIS DEATH, THE OTHER OFFICERS OF THE ORGANIZATION DETERMINED IT WAS IN THE BEST INTEREST OF THE ORGANIZATION TO BEGIN THE NECESSARY STEPS TO TERMINATE THE ORGANIZATION. AT TIME OF ITS TERMINATION IN 2022, THE ONLY ASSET OF THE ORGANIZATION WAS CASH OF $1,693, WHICH WAS DONATED TO LOPEZ ISLAND SCHOOL DISTRICT LOCATED IN LOPEZ ISLAND, WA (SEE PART XV, ITEM 3 INCLUDED HEREIN).
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt064
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELE HELLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR/VICE PRES/SEC
ReturnHeader/BusinessOfficerGrp/PhoneNum04076472899
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HELLER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HELL
ReturnHeader/Filer/EIN0263711211
ReturnHeader/Filer/PhoneNum04076472899
ReturnHeader/Filer/USAddress/AddressLine1Txt0222 S PENNSYLVANIA AVE 200
ReturnHeader/Filer/USAddress/CityNm0WINTER PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032789
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260004117
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCDIRMIT DAVIS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0934 N MAGNOLIA AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORLANDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032803
ReturnHeader/PreparerPersonGrp/PhoneNum04078435406
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIA NOVOTNY CPA
ReturnHeader/ReturnTs02023-05-09T15:11:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHELE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HELLER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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