Civic Intelligence

Robert S Heidt Sr Wellington Foundation

990 • Fiscal year 2017 • EIN 31-1096263

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 03, 2018

Organization ProfileN/A

View Organization Page

4701 Creek Road Suite 110Cincinnati, OH 45242

(513) 733-8894

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

39th percentile

0.01x

Higher debt load relative to revenue than 39% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

17th percentile

-14%

Higher net margin than 17% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

98th percentile

$399,955

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 367.8% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

38th percentile

-0.3%

Faster asset growth than 38% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

92nd percentile

101%

Faster revenue growth than 92% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$535,129

Down $1,759 (-0.3%) from 2016

Net Assets

Down

$533,770

Down $1,760 (-0.3%) from 2016

Liabilities

Up

$1,359

Up $1 (+0.1%) from 2016

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin17th percentile

Revenue

Up

$108,729

Up $54,603 (+101%) from 2016

Expenses

Up

$124,219

Up $27,149 (+28%) from 2016

Net Income

Up

-$15,490

Up $27,454 (+64%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$800K$600K$400K$200K$0Assets 2010: $570,675Liabilities 2010: $309,150Net Assets 2010: $261,5252010Assets 2014: $614,712Liabilities 2014: $0Net Assets 2014: $614,7122014Assets 2015: $550,992Liabilities 2015: $0Net Assets 2015: $550,9922015Assets 2016: $536,888Liabilities 2016: $1,358Net Assets 2016: $535,5302016Assets 2017: $535,129Liabilities 2017: $1,359Net Assets 2017: $533,7702017Assets 2018: $441,029Liabilities 2018: $0Net Assets 2018: $441,0292018Assets 2019: $451,770Liabilities 2019: $0Net Assets 2019: $451,7702019Assets 2020: $442,835Liabilities 2020: $0Net Assets 2020: $442,8352020Assets 2021: $369,500Liabilities 2021: $0Net Assets 2021: $369,5002021Assets 2022: $321,076Liabilities 2022: $0Net Assets 2022: $321,0762022

Highlighted filing

2017

Assets$535,129
Liabilities$1,359
Net Assets$533,770
Open 2017 Filing

Operations Trend

Revenue Growth92nd percentile

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

$400K$200K$0-$200KExpenses 2010: $393,2352010Revenue 2014: $193,526Expenses 2014: $91,692Net Income 2014: $101,8342014Revenue 2015: $46,652Expenses 2015: $82,097Net Income 2015: -$35,4452015Revenue 2016: $54,126Expenses 2016: $97,070Net Income 2016: -$42,9442016Revenue 2017: $108,729Expenses 2017: $124,219Net Income 2017: -$15,4902017Revenue 2018: $92,826Expenses 2018: $123,035Net Income 2018: -$30,2092018Revenue 2019: $77,896Expenses 2019: $122,126Net Income 2019: -$44,2302019Revenue 2020: $64,509Expenses 2020: $96,247Net Income 2020: -$31,7382020Revenue 2021: $53,382Expenses 2021: $114,961Net Income 2021: -$61,5792021Revenue 2022: $9,330Expenses 2022: $4,260Net Income 2022: $5,0702022

Highlighted filing

2017

Revenue$108,729
Expenses$124,219
Net Income-$15,490
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 3, 2018
Return Version
2017v2.3
Gross Receipts
$295,615
Mission and Program Overview

Mission

The primary exempt purpose of robert s. Heidt, sr., wellington foundation is: to further enhance and support, by clinical study, laboratory research, publication, and teaching, the knowledge of orthopaedics and orthopaedic surgery and the application of such knowledge to the prevention and treatment of diseases, injuries, and conditions of the body structure and functioning; to furnish assistance in the training and education of physicians and other medical personnel in orthopaedics and orthopaedic surgery; to assist in the pursuit of medical research activities and to extend financial aid to support such activities; to assist in the provision of special facilities and equipment for the care and relief of the sick and injured where the need is deemed urgent and which would not otherwise ordinarily be provided; to assist in these activities in such other manners as may be decided upon from time to time; to extend financial and other aid or assistance to needy medical students.

The primary exempt purpose of robert s. Heidt, sr., wellington foundation is to further enhance and support, by clinical study, laboratory research, publication, and teaching, the knowledge of orthopaedics and orthopaedic surgery.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$535,530$533,770▼ $1,760
Investments in Publicly Traded Securities$522,808$486,771▼ $36,037
Cash and Non-Interest-Bearing Accounts$14,080$48,358▲ $34,278
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$536,888$535,129▼ $1,759
Liabilities
Accounts Payable and Accrued Expenses$1,358$1,359▲ $1
Total Liabilities$1,358$1,359▲ $1
Net Assets / Fund Balance
Total Net Assets Fund Balance$535,530$533,770▼ $1,760
Total Liabilities and Net Assets / Fund Balance$536,888$535,129▼ $1,759
Compensation and Service Providers
Top Officer Pay98th percentile

Board Members and Trustees

NameTitle
Robert S Heidt JrPast President
Denver T StanfieldPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$61,495
Investment Income
$47,234
Other Revenue
$0
Change in Net Assets
$-15,490
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$57,312
Grants and Similar Amounts Paid$55,000
Salaries, Compensation, and Employee Benefits$11,907
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$55,000--$55,000
Other Salaries and Wages$10,000--$10,000
Fees for Services Accounting-$2,500-$2,500
All Other Expenses$1,941--$1,941
Other Expenses$1,743--$1,743
Pension Plan Contributions$1,000--$1,000
Payroll Taxes$888--$888
Fees for Services Other-$252-$252
Other Employee Benefits$19--$19
Total Functional Expenses$121,467$2,752$0$124,219
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mercy Health FoundationCincinnati, OH-General Purposes$30,000
Cinti Shoulder & Elbow Research & Education FoundationCincinnati, OH-General Purposes$25,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The executive director reviews the form 990 before it is filed.”

Form 990, Part VI, Section C, Line 19

“The form 990 (current and prior three years), financial statements, articles of incorporation and bylaws are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Robert S Heidt Sr Wellington
EIN
31-1096263
Phone
5137338894
Address
4701 CREEK ROAD SUITE 110, CINCINNATI, OH 45242

Signing Officer

Name
Robert S Heidt Jr
Title
Officer
Phone
5137338894
Signed
2018-08-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert S Heidt Jr
Formed
1983
Legal Domicile
Oh
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Somerset Cpas Pc
Address
3925 RIVER CROSSING PKWY, INDIANAPOLIS, IN 46240
Preparer
John R Mcclary CPA
Phone
3174722200
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Meals & entertainment : program service expenses 907. Management and general expenses 0. Fundraising expenses 0. Total expenses 907. Telephone : program service expenses 834. Management and general expenses 0. Fundraising expenses 0. Total expenses 834. Other taxes : program service expenses 200. Management and general expenses 0. Fundraising expenses 0. Total expenses 200.”

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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DENVER T STANFIELD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0399955
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE DIRECTOR REVIEWS THE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 (CURRENT AND PRIOR THREE YEARS), FINANCIAL STATEMENTS, ARTICLES OF INCORPORATION AND BYLAWS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEALS & ENTERTAINMENT : PROGRAM SERVICE EXPENSES 907. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 907. TELEPHONE : PROGRAM SERVICE EXPENSES 834. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 834. OTHER TAXES : PROGRAM SERVICE EXPENSES 200. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 200.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 24E
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0310741747
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ORTHOPAEDIC CONSULTANTS OF CINCINNATI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt04701 CREEK ROAD 110
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0CINCINNATI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd045242
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0399955
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0COLLECTIONS FOR FELLOWS
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1MISCELLANEOUS EXPENSES PAID
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2WAGES PAID TO TRUSTEES
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ORTHOPAEDIC CONSULTANTS OF CINCINNATI
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1ORTHOPAEDIC CONSULTANTS OF CINCINNATI
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2ORTHOPAEDIC CONSULTANTS OF CINCINNATI
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0R
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1S
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2O
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0536888
IRS990/TotalAssetsEOYAmt0535129
IRS990/TotalAssetsGrp/BOYAmt0536888
IRS990/TotalAssetsGrp/EOYAmt0535129
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02752
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0121467
IRS990/TotalFunctionalExpensesGrp/TotalAmt0124219
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01358
IRS990/TotalLiabilitiesEOYAmt01359
IRS990/TotalLiabilitiesGrp/BOYAmt01358
IRS990/TotalLiabilitiesGrp/EOYAmt01359
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0535530
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0533770
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0121467
IRS990/TotalProgramServiceRevenueAmt061495
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt041109
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt067620
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0108729
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0536888
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0535129
IRS990/TotReportableCompRltdOrgAmt0399955
IRS990/TransactionWithControlEntInd00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04701 CREEK ROAD 110
IRS990/USAddress/CityNm0CINCINNATI
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045242
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT S HEIDT JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05137338894
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT S HEIDT SR WELLINGTON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0311096263
ReturnHeader/Filer/PhoneNum05137338894
ReturnHeader/Filer/USAddress/AddressLine1Txt04701 CREEK ROAD SUITE 110
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A3E25EF6E6821BFCBC82694E8BA792732D8639D0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04B44AEE70F2B253FC7B4FC03500C21357517E089
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.250.238.75
ReturnHeader/FilingSecurityInformation/IPDt02018-08-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0US
ReturnHeader/FilingSecurityInformation/IPTm010:11:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201717681
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SOMERSET CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03925 RIVER CROSSING PKWY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046240
ReturnHeader/PreparerPersonGrp/PhoneNum03174722200
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN R MCCLARY CPA
ReturnHeader/ReturnTs02018-08-13T09:52:48-05:00
ReturnHeader/ReturnTypeCd0990

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$535,129
Liabilities
$1,359
Net assets
$533,770
Revenue
$108,729
Expenses
$124,219
Net income
-$15,490
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.21$0.00$3.21$0.09$0.04$0.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.70$0.00$3.70$0.53$1.15$0.62
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.43$0.00$4.43$0.65$0.96$0.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.52$0.00$4.52$0.78$1.22$0.44
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.41$0.00$4.41$0.93$1.23$0.30
2017Detailed filing. Detailed filing data is available for this year.$5.35$0.01$5.34$1.09$1.24$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.37$0.01$5.36$0.54$0.97$0.43
2015Detailed filing. Detailed filing data is available for this year.$5.51$0.00$5.51$0.47$0.82$0.35
2014Detailed filing. Detailed filing data is available for this year.$6.15$0.00$6.15$1.94$0.92$1.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.71$3.09$2.62$3.93