Civic Intelligence

Robert S Heidt Sr Wellington Foundation

990 • Fiscal year 2018 • EIN 31-1096263

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 16, 2019

Organization ProfileN/A

View Organization Page

4701 Creek Road Suite 110Blue Ash, OH 45242

(513) 733-8894

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

11th percentile

-33%

Higher net margin than 11% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

100th percentile

$369,274

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 397.8% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

22nd percentile

-18%

Faster asset growth than 22% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

29th percentile

-15%

Faster revenue growth than 29% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$441,029

Down $94,100 (-18%) from 2017

Net Assets

Down

$441,029

Down $92,741 (-17%) from 2017

Liabilities

Down

$0

Down $1,359 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin11th percentile

Revenue

Down

$92,826

Down $15,903 (-15%) from 2017

Expenses

Down

$123,035

Down $1,184 (-1.0%) from 2017

Net Income

Down

-$30,209

Down $14,719 (-95%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2018

Assets$441,029
Liabilities$0
Net Assets$441,029
Open 2018 Filing

Operations Trend

Revenue Growth29th 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

2018

Revenue$92,826
Expenses$123,035
Net Income-$30,209
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 16, 2019
Return Version
2018v3.1
Gross Receipts
$176,029
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$533,770$441,029▼ $92,741
Investments in Publicly Traded Securities$486,771$424,347▼ $62,424
Land, Buildings, and Equipment, Net$0$9,877▲ $9,877
Cash and Non-Interest-Bearing Accounts$48,358$6,805▼ $41,553
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$535,129$441,029▼ $94,100
Liabilities
Accounts Payable and Accrued Expenses$1,359$0▼ $1,359
Total Liabilities$1,359$0▼ $1,359
Net Assets / Fund Balance
Total Net Assets Fund Balance$533,770$441,029▼ $92,741
Total Liabilities and Net Assets / Fund Balance$535,129$441,029▼ $94,100

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$9,877$2,347$12,224
Compensation and Service Providers
Top Officer Pay100th 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
$58,796
Investment Income
$34,030
Other Revenue
$0
Change in Net Assets
$-30,209
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$78,507
Grants and Similar Amounts Paid$32,000
Salaries, Compensation, and Employee Benefits$12,528
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$32,000--$32,000
Office Expenses$20,150--$20,150
Other Salaries and Wages$7,692--$7,692
Pension Plan Contributions$4,181--$4,181
Fees for Service Investment Mgmnt Fees-$3,751-$3,751
Fees for Services Accounting-$2,700-$2,700
Depreciation Depletion$2,347--$2,347
Other Expenses$986--$986
Payroll Taxes$655--$655
All Other Expenses$615--$615
Fees for Services Other-$333-$333
Total Functional Expenses$116,251$6,784$0$123,035
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mercy Health FoundationCincinnati, OH-General Purposes-
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, BLUE ASH, OH 45242

Signing Officer

Name
Robert S Heidt Jr
Title
Officer
Phone
5137338894
Signed
2019-07-16
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 SUITE 300, INDIANAPOLIS, IN 46240
Preparer
John R Mcclary CPA
Phone
3174722200
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Dues & licenses: program service expenses 444. Management and general expenses 0. Fundraising expenses 0. Total expenses 444. Other taxes: program service expenses 171. Management and general expenses 0. Fundraising expenses 0. Total expenses 171.”

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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
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/TotalCompensationRltdOrgsAmt0369274
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/ExplanationTxt2DUES & LICENSES: PROGRAM SERVICE EXPENSES 444. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 444. OTHER TAXES: PROGRAM SERVICE EXPENSES 171. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 171.
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/PrimaryActivitiesTxt0ORTHOPAEDICS
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/InvolvedAmt0369273
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0535129
IRS990/TotalAssetsEOYAmt0441029
IRS990/TotalAssetsGrp/BOYAmt0535129
IRS990/TotalAssetsGrp/EOYAmt0441029
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06784
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0116251
IRS990/TotalFunctionalExpensesGrp/TotalAmt0123035
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01359
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt01359
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0533770
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0441029
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0116251
IRS990/TotalProgramServiceRevenueAmt058796
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt027603
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt065223
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt092826
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0535129
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0441029
IRS990/TotReportableCompRltdOrgAmt0369274
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT S HEIDT JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05137338894
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-16
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/CityNm0BLUE ASH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045242
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId089F1FE8304BEA3D8960657F74DE30FC3EC75CFA7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId068A42812012A433B43ADABD53818234E4B801855
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.250.238.75
ReturnHeader/FilingSecurityInformation/IPDt02019-07-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0US
ReturnHeader/FilingSecurityInformation/IPTm009:23:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201717681
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SOMERSET CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03925 RIVER CROSSING PKWY SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$441,029
Liabilities
$0
Net assets
$441,029
Revenue
$92,826
Expenses
$123,035
Net income
-$30,209
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
2018Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.93$1.23$0.30
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits