Civic Intelligence

Heinzerling Foundation

990 • Fiscal year 2015 • EIN 31-0668084

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 11, 2016

Organization Profileheinzerling.org

View Organization Page

1800 Heinzerling FoundationColumbus, OH 43223

(614) 272-8888

Siviq Scores

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

Liabilities / Assets

49th percentile

0.26x

Higher debt load relative to assets than 49% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

37th percentile

0.20x

Higher debt load relative to revenue than 37% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

52nd percentile

4.3%

Higher net margin than 52% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

33rd percentile

$185,050

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Asset Growth

33rd percentile

-1.4%

Faster asset growth than 33% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

32nd percentile

-1.0%

Faster revenue growth than 32% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$19,178,095

Down $274,316 (-1.4%) from 2014

Net Assets

Up

$14,122,586

Up $913,242 (+6.9%) from 2014

Liabilities

Down

$5,055,509

Down $1,187,558 (-19%) from 2014

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin52nd percentile

Revenue

Down

$25,115,555

Down $254,048 (-1.0%) from 2014

Expenses

Down

$24,042,951

Down $473,474 (-1.9%) from 2014

Net Income

Up

$1,072,604

Up $219,426 (+26%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$60M$40M$20M$0Assets 2010: $23,494,917Liabilities 2010: $11,485,768Net Assets 2010: $12,009,1492010Assets 2011: $18,357,759Liabilities 2011: $6,913,941Net Assets 2011: $11,443,8182011Assets 2012: $19,078,966Liabilities 2012: $7,155,131Net Assets 2012: $11,923,8352012Assets 2013: $19,767,478Liabilities 2013: $7,566,682Net Assets 2013: $12,200,7962013Assets 2014: $19,452,411Liabilities 2014: $6,243,067Net Assets 2014: $13,209,3442014Assets 2015: $19,178,095Liabilities 2015: $5,055,509Net Assets 2015: $14,122,5862015Assets 2017: $21,447,585Liabilities 2017: $4,216,836Net Assets 2017: $17,230,7492017Assets 2018: $21,670,671Liabilities 2018: $3,969,447Net Assets 2018: $17,701,2242018Assets 2019: $24,170,690Liabilities 2019: $3,691,950Net Assets 2019: $20,478,7402019Assets 2020: $27,867,041Liabilities 2020: $2,575,198Net Assets 2020: $25,291,8432020Assets 2021: $30,614,950Liabilities 2021: $2,168,224Net Assets 2021: $28,446,7262021Assets 2022: $32,934,653Liabilities 2022: $1,942,018Net Assets 2022: $30,992,6352022Assets 2023: $36,264,303Liabilities 2023: $2,261,677Net Assets 2023: $34,002,6262023Assets 2024: $43,546,067Liabilities 2024: $2,518,363Net Assets 2024: $41,027,7042024

Highlighted filing

2015

Assets$19,178,095
Liabilities$5,055,509
Net Assets$14,122,586
Open 2015 Filing

Operations Trend

Revenue Growth32nd percentile

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

$60M$40M$20M$0Expenses 2010: $23,852,2752010Expenses 2011: $24,099,2492011Expenses 2012: $24,319,7022012Revenue 2013: $24,852,011Expenses 2013: $24,632,378Net Income 2013: $219,6332013Revenue 2014: $25,369,603Expenses 2014: $24,516,425Net Income 2014: $853,1782014Revenue 2015: $25,115,555Expenses 2015: $24,042,951Net Income 2015: $1,072,6042015Revenue 2017: $24,003,633Expenses 2017: $22,981,275Net Income 2017: $1,022,3582017Revenue 2018: $24,193,920Expenses 2018: $23,298,343Net Income 2018: $895,5772018Revenue 2019: $27,346,436Expenses 2019: $24,907,799Net Income 2019: $2,438,6372019Revenue 2020: $29,900,537Expenses 2020: $25,355,685Net Income 2020: $4,544,8522020Revenue 2021: $27,058,403Expenses 2021: $24,461,958Net Income 2021: $2,596,4452021Revenue 2022: $30,964,590Expenses 2022: $26,535,115Net Income 2022: $4,429,4752022Revenue 2023: $33,019,165Expenses 2023: $31,036,010Net Income 2023: $1,983,1552023Revenue 2024: $41,447,530Expenses 2024: $35,171,387Net Income 2024: $6,276,1432024

Highlighted filing

2015

Revenue$25,115,555
Expenses$24,042,951
Net Income$1,072,604
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 11, 2016
Return Version
2015v2.1
Gross Receipts
$25,147,908
Mission and Program Overview

Mission

Care and habilitation of developmentally disabled citizens (208 total beds).

Long-term care of developmentally disabled children and adults

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$6,583,225$5,980,677▼ $602,548
Land, Buildings, and Equipment, Net$5,429,943$5,071,673▼ $358,270
Investments Program Related$4,594,901$4,490,774▼ $104,127
Accounts Receivable$2,367,929$3,341,901▲ $973,972
Prepaid Expenses and Deferred Charges$240,399$158,560▼ $81,839
Cash and Non-Interest-Bearing Accounts$2,420$2,800▲ $380
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments in Publicly Traded Securities$0--
Intangible Assets$0--
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$19,452,411$19,178,095▼ $274,316
Other Assets Total$233,594$131,710▼ $101,884
Liabilities
Tax Exempt Bond Liabilities$3,581,580$3,305,227▼ $276,353
Accounts Payable and Accrued Expenses$2,401,083$1,738,452▼ $662,631
Other Liabilities$260,404$11,830▼ $248,574
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Total Liabilities$6,243,067$5,055,509▼ $1,187,558
Net Assets / Fund Balance
Unrestricted Net Assets$12,703,987$13,716,557▲ $1,012,570
Temporarily Rstr Net Assets$505,357$406,029▼ $99,328
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$13,209,344$14,122,586▲ $913,242
Total Liabilities and Net Assets / Fund Balance$19,452,411$19,178,095▼ $274,316

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,105,269$13,297,808$16,403,077
Equipment$1,067,826$1,459,263$2,527,089
Leasehold Improvements$388,970$698,229$1,087,199
Land$509,608-$509,608
Investment Program Related Org$4,490,774--
Other Land Buildings$0$0$0

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$4,594,901$1,536▼ $79,219$0$4,490,774
2014$4,478,781$10,272▲ $131,995$0$4,594,901
2013$4,136,228$0▲ $365,147$0$4,478,781
2012$3,724,623$0▲ $425,285$0$4,136,228
2011$3,806,931$0▼ $68,964$0$3,724,623
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert HeinzerlingPresident and Exec DirectorFT$165,055$19,995$185,050
N Christine RafeldAdministratorFT$102,508$27,827$130,335
Deborah A RognerDirector of FinanceFT$111,100-$111,100

Board Members and Trustees

NameTitle
Daniel M O BrienChairman
Linda Heinzerling RNVice President
Benjamin M MinsterTrustee
Colleen K Nissl JDTrustee
John E Hollback JrTrustee
Karen HeinzerlingTrustee
Keith JohnsonTrustee
R Kevin Kerns EsqTrustee
Richard A WannerTrustee
Timothy C Hall JrTrustee
Valerie E RuddockTrustee
Doris Edwards R NSecretary
A Rob KooglerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$245,119
Program Service Revenue
$24,627,986
Investment Income
$91,072
Other Revenue
$151,378
All Other Contributions
$236,578
Change in Net Assets
$1,072,604

Audited Revenue Reconciliation

Revenue per Audited Statements
$25,147,908
Revenue Not Reported on Financial Statements
$-32,353
Revenue Not Reported on Form 990
$-136,747
Other Revenue Adjustments
$-32,353
Total Revenue per Audited Statements
$25,011,161
Total Revenue per Form 990
$25,115,555
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$16,765,150
Other Expenses$7,265,690
Total Fundraising Expense$91,653
Professional Fundraising Fees$12,111
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$12,399,349$431,997$35,997$12,867,343
Other Employee Benefits$2,349,999$89,986$3,731$2,443,716
All Other Expenses$1,949,242$45,295$23,009$2,017,546
Payroll Taxes$1,138,848$13,495$5,598$1,157,941
Depreciation Depletion$540,811$85,102$5,622$631,535
Fees for Services Other$588,321$0$0$588,321
Occupancy$404,497$200$0$404,697
Current Officers, Directors, Trustees, and Key Employees$0$296,150$0$296,150
Other Expenses$161,897$0$0$161,897
Information Technology$93,529$46,278$1,334$141,141
Fees for Services Management$1,681$99,077$0$100,758
Insurance$17,052$80,953$491$98,496
Office Expenses$88,174$3,764$815$92,753
Fees for Services Accounting$0$63,130$0$63,130
Interest$55,201$6,713$0$61,914
Fees for Services Lobbying$50,100$0$0$50,100
Fees for Services Legal$0$45,635$0$45,635
Fees for Service Investment Mgmnt Fees$0$29,471$0$29,471
Conferences and Meetings$23,378$1,774$978$26,130
Advertising$461$15,958$1,151$17,570
Fees for Services Professional Fundraising--$12,111$12,111
Travel$2,140$64$816$3,020
Total Functional Expenses$22,596,256$1,355,042$91,653$24,042,951

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$24,097,919
Expenses per Audited Statements$24,065,566
Total Expenses per Form 990$24,042,951
Expenses Not Reported on Form 990$32,353
Expenses Not Reported on Financial Statements$-22,615
Other Expense Adjustments$-49,386
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$125,774
Fundraising Direct Expenses$29,999
Professional Fundraising Fees$12,111
Gaming Gross Income$3,090
Gaming Direct Expenses$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Off the Wall$93,322$84,781$3,058$81,723
Golf Outing$43,104$43,104$1,083$42,021
Total Events$136,426$127,885$28,531$99,354
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Fair Market Value of Interest Rate Swap$11,830

Bond Issues

BondIssuerIssuedIssue PricePurpose
AColumbus Franklin County Finance Authority2010-12-30$4,675,000Refinance prior issues

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$4,675,000$0$1,275,412$58,224

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
Yes
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Robert Heinzerling, Linda Heinzerling, and Karen Heinzerling are siblings.”

Form 990, Part VI, Section A, Line 3

“The duties of the Director of Finance were performed by an independent contractor during 2015.”

Form 990, Part VI, Section B, Line 11B

“The Executive Director and Director of Finance reviews the completed return before a copy of it is provided to all board members for review, prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Annually, all board members, officers, and department heads review the conflict of interest policy and disclose any relationships, positions, or circumstances in which he or she is involved, that he or she believes could contribute to a conflict of interest. The director of finance reviews these disclosures and monitors invoices to follow up on activities with parties that may have a conflict of interest. Any board members with a conflict of interest abstains from voting on that particular issue. Upon joining the organization, any new board member or department head must review the policy and complete the disclosure form.”

Form 990, Part VI, Section B, Line 15

“Input is requested from all board members annually regarding the salary of the executive director. The organization uses other directors' compensation as a measurement for the executive director's salary. This information is discussed and approved in the executive session of the board meeting. Compensation decisions are documented in the meeting notes kept by the secretary and board chair.”

Form 990, Part VI, Section C, Line 19

“The organization will make it governing documents, conflict of interest policy and financial statements available to the public upon specific request.”

Filing and Contact Details

Filer

Filer Name
Heinzerling Foundation
EIN
31-0668084
Phone
6142728888
Address
1800 Heinzerling Foundation, Columbus, OH 43223

Signing Officer

Name
Robert Heinzerling
Title
Executive Director
Phone
6142728888
Signed
2016-11-11

Organization Details

Principal Officer
Robert Heinzerling
Formed
1959
Legal Domicile
Oh
Voting Board Members
14
Independent Board Members
13
Employees
813
Volunteers
702
Supplemental Narrative

Financial Statement Notes

Schedule D, Part V, Line 4

“Investments are being held by the Columbus Foundation until a purpose is designated by the board.”

Schedule D, Part X, Line 2

“A provision for income taxes has not been included in the financial statements since the Foundation has received tax exempt status as an other than private foundation from the IRS under Section 501c3. Accounting principles generally accepted in the USA require management to evaluate tax positions taken by the Foundation and recognize a tax liability if the Foundation has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS or other applicable taxing authorities. Management has analyzed the tax positions taken by the Foundation and has concluded that as of December 31, 2015, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The Foundation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Schedule D, Part XI, Line 2D

“Change in Fair Market Value of Interest Rate Wwap netted against Interest Expense $49,386 Reclass components of Change in Beneficial Interest in the Columbus Foundation to separate lines of Gain/Loss on Investments and Investment Income -$80,470”

Schedule D, Part XI, Line 4B

“Net Special Events Expense against Revenue on 990 ($29,999) Net Rental Expenses against Revenue on 990 ($2,354)”

Schedule D, Part XII, Line 2D

“Special Events Expense netted against revenue $29,999 Rental Expense netted against revenue $,2354”

Schedule D, Part XII, Line 4B

“Change in Fair Market Value of Interest Rate Swap Agreement netted against Interest Expense on Form 990”

Raw XML AppendixShowing 400 of 936 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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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt111995
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1527827
IRS990/Form990PartVIISectionAGrp/PersonNm0Daniel M O Brien
IRS990/Form990PartVIISectionAGrp/PersonNm1Robert Heinzerling
IRS990/Form990PartVIISectionAGrp/PersonNm2Doris Edwards R N
IRS990/Form990PartVIISectionAGrp/PersonNm3A Rob Koogler
IRS990/Form990PartVIISectionAGrp/PersonNm4Linda Heinzerling RN
IRS990/Form990PartVIISectionAGrp/PersonNm5Richard A Wanner
IRS990/Form990PartVIISectionAGrp/PersonNm6Karen Heinzerling
IRS990/Form990PartVIISectionAGrp/PersonNm7R Kevin Kerns Esq
IRS990/Form990PartVIISectionAGrp/PersonNm8Colleen K Nissl JD
IRS990/Form990PartVIISectionAGrp/PersonNm9John E Hollback Jr
IRS990/Form990PartVIISectionAGrp/PersonNm10Valerie E Ruddock
IRS990/Form990PartVIISectionAGrp/PersonNm11Keith Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm12Benjamin M Minster
IRS990/Form990PartVIISectionAGrp/PersonNm13Timothy C Hall Jr
IRS990/Form990PartVIISectionAGrp/PersonNm14Deborah A Rogner
IRS990/Form990PartVIISectionAGrp/PersonNm15N Christine Rafeld
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1173055
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14111100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15102508
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1President and Exec Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director of Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt15Administrator
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01959
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt08541
IRS990/FundraisingDirectExpensesAmt029999
IRS990/FundraisingGrossIncomeAmt0125774
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt03090
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt00
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt00
IRS990/GrossReceiptsAmt025147908
IRS990/GrossRentsGrp/PersonalAmt00
IRS990/GrossRentsGrp/RealAmt09600
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt01334
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt046278
IRS990/InformationTechnologyGrp/ProgramServicesAmt093529
IRS990/InformationTechnologyGrp/TotalAmt0141141
IRS990/InsuranceGrp/FundraisingAmt0491
IRS990/InsuranceGrp/ManagementAndGeneralAmt080953
IRS990/InsuranceGrp/ProgramServicesAmt017052
IRS990/InsuranceGrp/TotalAmt098496
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt06713
IRS990/InterestGrp/ProgramServicesAmt055201
IRS990/InterestGrp/TotalAmt061914
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt091072
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt091072
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt04594901
IRS990/InvestmentsProgramRelatedGrp/EOYAmt04490774
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt015455300
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05429943
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05071673
IRS990/LandBldgEquipCostOrOtherBssAmt020526973
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/PersonalAmt00
IRS990/LessRentalExpensesGrp/RealAmt02354
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0The mission of the Heinzerling Foundation is to provide a loving and nurturing environment that enriches the development, education and quality of life of individuals with severe or profound intellectual impairments and developmental disabilities.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt013209344
IRS990/NetAssetsOrFundBalancesEOYAmt014122586
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt095775
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt095775
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeFromGamingGrp/ExclusionAmt03090
IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt03090
IRS990/NetIncomeFromGamingGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt07246
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt07246
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-159362
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0200
IRS990/OccupancyGrp/ProgramServicesAmt0404497
IRS990/OccupancyGrp/TotalAmt0404697
IRS990/OfficeExpensesGrp/FundraisingAmt0815
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03764
IRS990/OfficeExpensesGrp/ProgramServicesAmt088174
IRS990/OfficeExpensesGrp/TotalAmt092753
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0233594
IRS990/OtherAssetsTotalGrp/EOYAmt0131710
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03731
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt089986
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02349999
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02443716
IRS990/OtherExpensesGrp/Desc0Franchise Fees
IRS990/OtherExpensesGrp/Desc1Medical Supplies
IRS990/OtherExpensesGrp/Desc2Food
IRS990/OtherExpensesGrp/Desc3Repairs and Maintenance
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,178,095
Liabilities
$5,055,509
Net assets
$14,122,586
Revenue
$25,115,555
Expenses
$24,042,951
Net income
$1,072,604
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.5$2.52$41.0$41.4$35.2$6.28
2023Detailed filing. Detailed filing data is available for this year.$36.3$2.26$34.0$33.0$31.0$1.98
2022Detailed filing. Detailed filing data is available for this year.$32.9$1.94$31.0$31.0$26.5$4.43
2021Detailed filing. Detailed filing data is available for this year.$30.6$2.17$28.4$27.1$24.5$2.60
2020Detailed filing. Detailed filing data is available for this year.$27.9$2.58$25.3$29.9$25.4$4.54
2019Detailed filing. Detailed filing data is available for this year.$24.2$3.69$20.5$27.3$24.9$2.44
2018Detailed filing. Detailed filing data is available for this year.$21.7$3.97$17.7$24.2$23.3$0.90
2017Detailed filing. Detailed filing data is available for this year.$21.4$4.22$17.2$24.0$23.0$1.02
2015Detailed filing. Detailed filing data is available for this year.$19.2$5.06$14.1$25.1$24.0$1.07
2014Detailed filing. Detailed filing data is available for this year.$19.5$6.24$13.2$25.4$24.5$0.85
2013Detailed filing. Detailed filing data is available for this year.$19.8$7.57$12.2$24.9$24.6$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.1$7.16$11.9$24.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.4$6.91$11.4$24.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.5$11.5$12.0$23.9