Civic Intelligence

Heinzerling Foundation

990 • Fiscal year 2018 • EIN 31-0668084

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

Organization Profileheinzerling.org

View Organization Page

1800 Heinzerling DrColumbus, OH 43223

(614) 272-8888

Siviq Scores

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

Liabilities / Assets

47th percentile

0.18x

Higher debt load relative to assets than 47% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

42nd percentile

0.16x

Higher debt load relative to revenue than 42% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

52nd percentile

3.7%

Higher net margin than 52% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

57th percentile

$195,494

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

46th percentile

1.0%

Faster asset growth than 46% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

39th percentile

0.8%

Faster revenue growth than 39% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$21,670,671

Up $223,086 (+1.0%) from 2017

Net Assets

Up

$17,701,224

Up $470,475 (+2.7%) from 2017

Liabilities

Down

$3,969,447

Down $247,389 (-5.9%) from 2017

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin52nd percentile

Revenue

Up

$24,193,920

Up $190,287 (+0.8%) from 2017

Expenses

Up

$23,298,343

Up $317,068 (+1.4%) from 2017

Net Income

Down

$895,577

Down $126,781 (-12%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2018

Assets$21,670,671
Liabilities$3,969,447
Net Assets$17,701,224
Open 2018 Filing

Operations Trend

Revenue Growth39th 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

2018

Revenue$24,193,920
Expenses$23,298,343
Net Income$895,577
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.0
Gross Receipts
$24,236,279
Mission and Program Overview

Mission

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

Long-term care of intellectually impaired and developmentally disabled children and adults

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$7,714,748$7,613,992▼ $100,756
Land, Buildings, and Equipment, Net$6,682,739$6,609,374▼ $73,365
Investments Program Related$5,257,381$5,024,471▼ $232,910
Accounts Receivable$1,400,661$1,844,040▲ $443,379
Pledges and Grants Receivable$117,577$219,455▲ $101,878
Prepaid Expenses and Deferred Charges$151,702$195,307▲ $43,605
Cash and Non-Interest-Bearing Accounts$1,350$1,810▲ $460
Loans From Officers Directors$0$0→ $0
Total Assets$21,447,585$21,670,671▲ $223,086
Other Assets Total$121,427$162,222▲ $40,795
Liabilities
Tax Exempt Bond Liabilities$2,698,787$2,384,779▼ $314,008
Accounts Payable and Accrued Expenses$1,518,049$1,584,668▲ $66,619
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0--
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Total Liabilities$4,216,836$3,969,447▼ $247,389
Net Assets / Fund Balance
Unrestricted Net Assets$16,973,378$17,512,976▲ $539,598
Temporarily Rstr Net Assets$207,371$138,248▼ $69,123
Permanently Rstr Net Assets$50,000$50,000→ $0
Total Net Assets Fund Balance$17,230,749$17,701,224▲ $470,475
Total Liabilities and Net Assets / Fund Balance$21,447,585$21,670,671▲ $223,086

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,772,090$11,165,235$15,937,325
Equipment$969,217$4,763,753$5,732,970
Leasehold Improvements$358,459$868,572$1,227,031
Land$509,608-$509,608
Investment Program Related Org$5,024,471--
Other Land Buildings$0$0$0

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$5,257,381$1,883▼ $204,708$0$5,024,471
2017$4,804,285$4,004▲ $477,312$0$5,257,381
2016$4,490,774$1,532▲ $338,298$0$4,804,285
2015$4,594,901$1,536▼ $79,219$0$4,490,774
2014$4,478,781$10,272▲ $131,995$0$4,594,901
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert HeinzerlingPresident and Exec DirectorFT$178,572$16,922$195,494
Deborah A RognerDirector of FinanceFT$120,000-$120,000

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$424,821
Program Service Revenue
$23,159,720
Investment Income
$285,343
Other Revenue
$324,036
All Other Contributions
$402,343
Change in Net Assets
$895,577

Audited Revenue Reconciliation

Revenue per Audited Statements
$24,163,836
Revenue Not Reported on Financial Statements
$30,084
Revenue Not Reported on Form 990
$-425,102
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$23,738,734
Total Revenue per Form 990
$24,193,920
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$17,057,995
Other Expenses$6,240,348
Total Fundraising Expense$88,152
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$12,083,598$865,761$39,365$12,988,724
Other Employee Benefits$2,165,454$176,807$10,801$2,353,062
All Other Expenses$1,520,644$88,205$18,691$1,627,540
Payroll Taxes$1,337,226$56,420$5,949$1,399,595
Depreciation Depletion$457,226$80,298$4,557$542,081
Occupancy$347,202$89,032$0$436,234
Current Officers, Directors, Trustees, and Key Employees$0$316,614$0$316,614
Other Expenses$170,681$6,676$0$177,357
Information Technology$88,995$52,142$26$141,163
Fees for Services Other$124,546$0$0$124,546
Insurance$0$109,968$460$110,428
Office Expenses$73,255$26,218$7,293$106,766
Interest$72,579$7,013$0$79,592
Fees for Services Accounting$0$78,600$0$78,600
Conferences and Meetings$22,740$8,631$200$31,571
Fees for Service Investment Mgmnt Fees$0$30,085$0$30,085
Advertising$7,260$21,864$75$29,199
Fees for Services Legal$0$28,784$0$28,784
Fees for Services Management$2,057$19,373$0$21,430
Fees for Services Lobbying$0$15,000$0$15,000
Travel$1,917$23$735$2,675
Total Functional Expenses$21,132,677$2,077,514$88,152$23,298,343

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$23,298,343
Expenses per Audited Statements$23,268,261
Total Expenses per Audited Statements$23,268,261
Expenses Not Reported on Financial Statements$30,082
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$138,880
Fundraising Direct Expenses$42,359
Gaming Gross Income$2,445
Gaming Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Off the Wall$120,733$98,775$21,872$76,903
Golf Outing$39,070$38,550$973$37,577
Total Events$159,803$137,325$47,431$89,894
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
Debt and Bond Financing

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$2,290,221$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
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

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

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

“The Executive Director and Director of Finance review 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 member 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 form all board members annually regarding the salary of the executive director. The organization uses the compensation of other directors in similar organizations 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 executive committee meeting minutes.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

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

Signing Officer

Name
Robert Heinzerling
Title
Executive Director
Phone
6142728888
Signed
2019-11-14

Organization Details

Principal Officer
Robert E Heinzerling
Formed
1959
Legal Domicile
Oh
Voting Board Members
12
Independent Board Members
10
Employees
721
Volunteers
1,540
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”

Raw XML AppendixShowing 400 of 882 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/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/PersonNm0Richard A Wanner
IRS990/Form990PartVIISectionAGrp/PersonNm1Robert Heinzerling
IRS990/Form990PartVIISectionAGrp/PersonNm2Linda Heinzerling RN
IRS990/Form990PartVIISectionAGrp/PersonNm3A Rob Koogler
IRS990/Form990PartVIISectionAGrp/PersonNm4Daniel M O Brien
IRS990/Form990PartVIISectionAGrp/PersonNm5Karen Heinzerling
IRS990/Form990PartVIISectionAGrp/PersonNm6R Kevin Kerns Esq
IRS990/Form990PartVIISectionAGrp/PersonNm7Colleen K Nissl JD
IRS990/Form990PartVIISectionAGrp/PersonNm8John E Hollback Jr
IRS990/Form990PartVIISectionAGrp/PersonNm9Valerie E Ruddock
IRS990/Form990PartVIISectionAGrp/PersonNm10Keith Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm11Benjamin M Minster
IRS990/Form990PartVIISectionAGrp/PersonNm12Timothy C Hall Jr
IRS990/Form990PartVIISectionAGrp/PersonNm13Deborah A Rogner
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1178572
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/ReportableCompFromOrgAmt13120000
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/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1President and Exec Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
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/TitleTxt13Director of Finance
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01959
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt022478
IRS990/FundraisingDirectExpensesAmt042359
IRS990/FundraisingGrossIncomeAmt0138880
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt02445
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt00
IRS990/GrantAmt00
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/GrossReceiptsAmt024236279
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt026
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt052142
IRS990/InformationTechnologyGrp/ProgramServicesAmt088995
IRS990/InformationTechnologyGrp/TotalAmt0141163
IRS990/InsuranceGrp/FundraisingAmt0460
IRS990/InsuranceGrp/ManagementAndGeneralAmt0109968
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt0110428
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt07013
IRS990/InterestGrp/ProgramServicesAmt072579
IRS990/InterestGrp/TotalAmt079592
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0285343
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0285343
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt05257381
IRS990/InvestmentsProgramRelatedGrp/EOYAmt05024471
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt022
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt016797560
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06682739
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06609374
IRS990/LandBldgEquipCostOrOtherBssAmt023406934
IRS990/LegalDomicileStateCd0OH
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/NetAssetsOrFundBalancesBOYAmt017230749
IRS990/NetAssetsOrFundBalancesEOYAmt017701224
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt096521
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt096521
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeFromGamingGrp/ExclusionAmt02445
IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt02445
IRS990/NetIncomeFromGamingGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-425102
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt089032
IRS990/OccupancyGrp/ProgramServicesAmt0347202
IRS990/OccupancyGrp/TotalAmt0436234
IRS990/OfficeExpensesGrp/FundraisingAmt07293
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt026218
IRS990/OfficeExpensesGrp/ProgramServicesAmt073255
IRS990/OfficeExpensesGrp/TotalAmt0106766
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0121427
IRS990/OtherAssetsTotalGrp/EOYAmt0162222
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt010801
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0176807
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02165454
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02353062
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
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt36676
IRS990/OtherExpensesGrp/ProgramServicesAmt01368078
IRS990/OtherExpensesGrp/ProgramServicesAmt1691348
IRS990/OtherExpensesGrp/ProgramServicesAmt2597871
IRS990/OtherExpensesGrp/ProgramServicesAmt3170681
IRS990/OtherExpensesGrp/TotalAmt01368078
IRS990/OtherExpensesGrp/TotalAmt1691348
IRS990/OtherExpensesGrp/TotalAmt2597871
IRS990/OtherExpensesGrp/TotalAmt3177357
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0623210
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
IRS990/OtherRevenueMiscGrp/ExclusionAmt0225070
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0225070
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt0225070
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt039365
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0865761
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt012083598
IRS990/OtherSalariesAndWagesGrp/TotalAmt012988724
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05949
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt056420
IRS990/PayrollTaxesGrp/ProgramServicesAmt01337226

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,670,671
Liabilities
$3,969,447
Net assets
$17,701,224
Revenue
$24,193,920
Expenses
$23,298,343
Net income
$895,577
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