Civic Intelligence

Michael J Heiman Foundation

990PF • Fiscal year 2024 • EIN 31-1516713

Mar 01, 2023 to Feb 29, 2024 • Filed on Jun 03, 2024

1495 Valencia St 6San Francisco, CA 94110

(513) 829-4500

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

97th percentile

86%

Higher net margin than 97% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

4th percentile

-100%

Faster asset growth than 4% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

40%

Faster revenue growth than 79% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$0

Down $190 (-100%) from 2023

Net Assets

Down

$0

Down $190 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$14

Up $4 (+40%) from 2023

Expenses

Down

$2

Down $490 (-100%) from 2023

Net Income

Up

$12

Up $494 (+102%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

2024

Revenue$14
Expenses$2
Net Income$12
Jump To
Filing Snapshot
Filing Period
Mar 1, 2023 to Feb 29, 2024
Signed
Jun 3, 2024
Return Version
2023v5.0
Compensation and Service Providers

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
Address
1495 VALENCIA ST 6, SAN FRANCISCO, CA 94110

Signing Officer

Name
Richard I Heiman
Title
Trustee
Phone
6503486284
Signed
2024-06-03

Preparer

Firm
9258 Tax Preparation and Planning LLC
Address
1251 NILLES ROAD SUITE 19, FAIRFIELD, OH 45014
Preparer
Clarissa Warner CPA
Phone
5138294500
Raw XML Appendix204 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/MethodOfAccountingCashInd0X
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LiquidationExplanationStmt/ExplanationTxt0TOTAL DISTRIBUTION OF ASSETS TO PLANNED PARENTHOOD ON MAY 15,2024 IN THE AMOUNT OF 202.49.
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt02
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INDIRECT OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD I HEIMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06503486284
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MICHAEL J HEIMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MICH
ReturnHeader/Filer/EIN0311516713
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ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01251 NILLES ROAD SUITE 19
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FAIRFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045014
ReturnHeader/PreparerPersonGrp/PhoneNum05138294500
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CLARISSA WARNER CPA
ReturnHeader/ReturnTs02024-06-03T10:53:40-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HEIMAN
ReturnHeader/TaxPeriodBeginDt02023-03-01
ReturnHeader/TaxPeriodEndDt02024-02-29
ReturnHeader/TaxYr02023

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