Civic Intelligence

Robert S Heidt Sr Wellington Foundation

990 • Fiscal year 2020 • EIN 31-1096263

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

Organization ProfileN/A

View Organization Page

4701 Creek Rd Ste 110Blue Ash, OH 45242-8330

(513) 733-8894

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

13th percentile

-49%

Higher net margin than 13% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

100th percentile

$458,660

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 711.0% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

38th percentile

-2.0%

Faster asset growth than 38% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

47th percentile

-17%

Faster revenue growth than 47% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$442,835

Down $8,935 (-2.0%) from 2019

Net Assets

Down

$442,835

Down $8,935 (-2.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin13th percentile

Revenue

Down

$64,509

Down $13,387 (-17%) from 2019

Expenses

Down

$96,247

Down $25,879 (-21%) from 2019

Net Income

Up

-$31,738

Up $12,492 (+28%) from 2019

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

2020

Assets$442,835
Liabilities$0
Net Assets$442,835
Open 2020 Filing

Operations Trend

Revenue Growth47th 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

2020

Revenue$64,509
Expenses$96,247
Net Income-$31,738
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v4.1
Gross Receipts
$212,440
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$451,770$442,835▼ $8,935
Investments in Publicly Traded Securities$440,175$425,168▼ $15,007
Cash and Non-Interest-Bearing Accounts$5,502$13,892▲ $8,390
Land, Buildings, and Equipment, Net$6,093$3,775▼ $2,318
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$451,770$442,835▼ $8,935
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$451,770$442,835▼ $8,935
Total Liabilities and Net Assets / Fund Balance$451,770$442,835▼ $8,935

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,775$8,449$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
$43,049
Investment Income
$21,460
Other Revenue
$0
Change in Net Assets
$-31,738
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$49,995
Other Expenses$46,252
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$49,995--$49,995
Fees for Service Investment Mgmnt Fees-$3,271-$3,271
Fees for Services Accounting-$2,600-$2,600
Depreciation Depletion$2,318--$2,318
Office Expenses$1,716--$1,716
Fees for Services Other-$264-$264
Other Expenses$246--$246
Total Functional Expenses$90,112$6,135$0$96,247
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Nayak Medical Consulting and Product Development LLCCincinnati, OH-General Fund$23,995
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 35% controlled entity
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 RD STE 110, BLUE ASH, OH 45242-8330

Signing Officer

Name
Robert S Heidt Jr
Title
Officer
Phone
5137338894
Signed
2021-11-09
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 and Advisors
Address
3925 RIVER CROSSING PKWY STE 100, INDIANAPOLIS, IN 46240
Preparer
John R Mcclary CPA
Phone
3174722200
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Nondividend distributions 162.”

Raw XML AppendixShowing 400 of 405 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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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/TotalCompensationRltdOrgsAmt0458660
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/ExplanationTxt2NONDIVIDEND DISTRIBUTIONS 162.
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 XI, LINE 9:
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
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0CINCINNATI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0OH
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0458660
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/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0451770
IRS990/TotalAssetsEOYAmt0442835
IRS990/TotalAssetsGrp/BOYAmt0451770
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IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06135
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt090112
IRS990/TotalFunctionalExpensesGrp/TotalAmt096247
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt090112
IRS990/TotalProgramServiceRevenueAmt043049
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt017395
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt047114
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt064509
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TransactionWithControlEntInd00
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0CINCINNATI
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IRS990/USAddress/ZIPCd045242
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT S HEIDT JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05137338894
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-09
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 RD STE 110
ReturnHeader/Filer/USAddress/CityNm0BLUE ASH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0452428330
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201717681
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SOMERSET CPAS AND ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03925 RIVER CROSSING PKWY STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046240
ReturnHeader/PreparerPersonGrp/PhoneNum03174722200
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN R MCCLARY CPA
ReturnHeader/ReturnTs02021-11-15T10:06:33-06:00
ReturnHeader/ReturnTypeCd0990

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$442,835
Liabilities
$0
Net assets
$442,835
Revenue
$64,509
Expenses
$96,247
Net income
-$31,738
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
2020Detailed filing. Detailed filing data is available for this year.$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
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