Civic Intelligence

Michael J Heiman Foundation

990PF • Fiscal year 2016 • EIN 31-1516713

Mar 01, 2015 to Feb 29, 2016 • Filed on Aug 17, 2016

Organization Profile
372 Virginia AveSan Mateo, CA 94402-2262

(650) 348-6284

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

3rd percentile

-594%

Higher net margin than 3% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

26th percentile

-11%

Faster asset growth than 26% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

26th percentile

-18%

Faster revenue growth than 26% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$610

Down $74 (-11%) from 2015

Net Assets

Down

$610

Down $74 (-11%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin3rd percentile

Revenue

Down

$18

Down $4 (-18%) from 2015

Expenses

Flat

$125

Flat from 2015

Net Income

Down

-$107

Down $4 (-3.9%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$1.5K$1.0K$500$0Assets 2011: $1,146Liabilities 2011: $0Net Assets 2011: $1,1462011Assets 2012: $972Liabilities 2012: $0Net Assets 2012: $9722012Assets 2013: $756Liabilities 2013: $0Net Assets 2013: $7562013Assets 2014: $732Liabilities 2014: $0Net Assets 2014: $7322014Assets 2015: $684Liabilities 2015: $0Net Assets 2015: $6842015Assets 2016: $610Liabilities 2016: $0Net Assets 2016: $6102016Assets 2018: $491Liabilities 2018: $0Net Assets 2018: $4912018Assets 2019: $397Liabilities 2019: $0Net Assets 2019: $3972019Assets 2020: $291Liabilities 2020: $0Net Assets 2020: $2912020Assets 2021: $130Liabilities 2021: $0Net Assets 2021: $1302021Assets 2022: $90Liabilities 2022: $0Net Assets 2022: $902022Assets 2023: $190Liabilities 2023: $0Net Assets 2023: $1902023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2016

Assets$610
Liabilities$0
Net Assets$610
Open 2016 Filing

Operations Trend

Revenue Growth26th percentile

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

$500$0-$500Expenses 2011: $2252011Expenses 2012: $1432012Expenses 2013: $1252013Revenue 2014: $23Expenses 2014: $125Net Income 2014: -$1022014Revenue 2015: $22Expenses 2015: $125Net Income 2015: -$1032015Revenue 2016: $18Expenses 2016: $125Net Income 2016: -$1072016Revenue 2018: $12Expenses 2018: $125Net Income 2018: -$1132018Revenue 2019: $12Expenses 2019: $125Net Income 2019: -$1132019Revenue 2020: $19Expenses 2020: $125Net Income 2020: -$1062020Revenue 2021: -$36Expenses 2021: $125Net Income 2021: -$1612021Revenue 2022: $10Expenses 2022: $50Net Income 2022: -$402022Revenue 2023: $10Expenses 2023: $492Net Income 2023: -$4822023Revenue 2024: $14Expenses 2024: $2Net Income 2024: $122024

Highlighted filing

2016

Revenue$18
Expenses$125
Net Income-$107
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2015 to Feb 29, 2016
Signed
Aug 17, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD I HEIMANTrustee-$0--
JUDITH HEIMAN MCKINNEYTrustee-$0--
LAURA B ARON HEIMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Michael J Heiman Foundation
EIN
31-1516713
Phone
6503486284
Address
372 VIRGINIA AVE, SAN MATEO, CA 94402-2262

Signing Officer

Name
Richard I Heiman
Title
Trustee
Phone
6503486284
Signed
2016-08-17

Preparer

Firm
National Retirement Consultants Inc
Address
223 Ross Avenue, Hamilton, OH 45013-4727
Preparer
Clarissa Lichliter CPA
Phone
5138634015
Raw XML Appendix262 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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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0372 VIRGINIA AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN MATEO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0944022262
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06503486284
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt033
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CAPITAL GAINS
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD I HEIMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06503486284
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MICHAEL J HEIMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MICH
ReturnHeader/Filer/EIN0311516713
ReturnHeader/Filer/PhoneNum06503486284
ReturnHeader/Filer/USAddress/AddressLine1Txt0372 VIRGINIA AVE
ReturnHeader/Filer/USAddress/CityNm0SAN MATEO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0944022262
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0National Retirement Consultants Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0223 Ross Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hamilton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0450134727
ReturnHeader/PreparerPersonGrp/PhoneNum05138634015
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CLARISSA LICHLITER CPA
ReturnHeader/ReturnTs02016-08-18T08:49:08-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-03-01
ReturnHeader/TaxPeriodEndDt02016-02-29
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$610
Liabilities
$0
Net assets
$610
Revenue
$18
Expenses
$125
Net income
-$107
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0$0$0$14$2$12
2023Detailed filing. Detailed filing data is available for this year.$190$0$190$10$492$482
2022Detailed filing. Detailed filing data is available for this year.$90$0$90$10$50$40
2021Detailed filing. Detailed filing data is available for this year.$130$0$130$36$125$161
2020Detailed filing. Detailed filing data is available for this year.$291$0$291$19$125$106
2019Detailed filing. Detailed filing data is available for this year.$397$0$397$12$125$113
2018Detailed filing. Detailed filing data is available for this year.$491$0$491$12$125$113
2016Detailed filing. Detailed filing data is available for this year.$610$0$610$18$125$107
2015Detailed filing. Detailed filing data is available for this year.$684$0$684$22$125$103
2014Detailed filing. Detailed filing data is available for this year.$732$0$732$23$125$102
2013Detailed filing. Detailed filing data is available for this year.$756$0$756$125
2012Detailed filing. Detailed filing data is available for this year.$972$0$972$143
2011Detailed filing. Detailed filing data is available for this year.$1,146$0$1,146$225