Civic Intelligence

Michael J Heiman Foundation

990PF • Fiscal year 2019 • EIN 31-1516713

Mar 01, 2018 to Feb 28, 2019 • Filed on Jun 11, 2019

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

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

2nd percentile

-942%

Higher net margin than 2% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

20th percentile

-19%

Faster asset growth than 20% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

49th percentile

0.0%

Faster revenue growth than 49% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$397

Down $94 (-19%) from 2018

Net Assets

Down

$397

Down $94 (-19%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin2nd percentile

Revenue

Flat

$12

Flat from 2018

Expenses

Flat

$125

Flat from 2018

Net Income

Flat

-$113

Flat from 2018

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2019

Assets$397
Liabilities$0
Net Assets$397
Open 2019 Filing

Operations Trend

Revenue Growth49th 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

2019

Revenue$12
Expenses$125
Net Income-$113
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2018 to Feb 28, 2019
Signed
Jun 11, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th 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
2019-06-11
Discuss with paid preparer
Yes

Preparer

Firm
National Retirement Consultants Inc
Address
223 Ross Avenue, Hamilton, OH 45013-4727
Preparer
Clarissa Lichliter CPA
Phone
5138634015
Raw XML Appendix287 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/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt019
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CAPITAL GAINS/LOSSES
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD I HEIMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06503486284
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-11
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0461D5EEFC6F246471E1C9BC30D335524CC97F108
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0461D5EEFC6F246471E1C9BC30D335524CC97F108
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.195.76.9
ReturnHeader/FilingSecurityInformation/IPDt02019-06-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:37:24
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/PreparationDt02019-06-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Clarissa Lichliter CPA
ReturnHeader/ReturnTs02019-06-11T12:37:29-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-03-01
ReturnHeader/TaxPeriodEndDt02019-02-28
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$397
Liabilities
$0
Net assets
$397
Revenue
$12
Expenses
$125
Net income
-$113
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