Civic Intelligence

Family Heritage Foundation

990 • Fiscal year 2014 • EIN 33-0455242

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 29, 2015

Organization ProfileN/A
2100 Greenfield Drive92019

(619) 441-3787

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$1,677,686

Up $158,582 (+10%) from 2013

Net Assets

Down

$7,095

Down $1,182 (-14%) from 2013

Liabilities

Up

$1,670,591

Up $159,764 (+11%) from 2013

Revenue And Expenses

Revenue

$7,100

No earlier filing loaded for comparison.

Expenses

Up

$8,282

Up $7,259 (+710%) from 2013

Net Income

-$1,182

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2010: $1,243,131Liabilities 2010: $1,240,777Net Assets 2010: $2,3542010Assets 2011: $1,495,000Liabilities 2011: $1,498,708Net Assets 2011: -$3,7082011Assets 2012: $1,378,873Liabilities 2012: $1,369,573Net Assets 2012: $9,3002012Assets 2013: $1,519,104Liabilities 2013: $1,510,827Net Assets 2013: $8,2772013Assets 2014: $1,677,686Liabilities 2014: $1,670,591Net Assets 2014: $7,0952014Assets 2015: $1,697,079Liabilities 2015: $1,688,997Net Assets 2015: $8,0822015Assets 2016: $1,562,848Liabilities 2016: $1,555,303Net Assets 2016: $7,5452016Assets 2017: $1,644,836Liabilities 2017: $1,639,677Net Assets 2017: $5,1592017Assets 2018: $1,705,889Liabilities 2018: $1,701,345Net Assets 2018: $4,5442018Assets 2019: $1,659,192Liabilities 2019: $1,654,093Net Assets 2019: $5,0992019Assets 2020: $1,561,398Liabilities 2020: $1,556,108Net Assets 2020: $5,2902020Assets 2021: $1,804,972Liabilities 2021: $1,796,906Net Assets 2021: $8,0662021Assets 2022: $1,654,378Liabilities 2022: $1,655,678Net Assets 2022: -$1,3002022Assets 2023: $1,737,345Liabilities 2023: $1,728,599Net Assets 2023: $8,7462023Assets 2024: $1,823,816Liabilities 2024: $1,818,141Net Assets 2024: $5,6752024

Highlighted filing

2014

Assets$1,677,686
Liabilities$1,670,591
Net Assets$7,095
Open 2014 Filing

Operations Trend

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

$20K$10K$0-$10KRevenue 2010: $102Expenses 2010: $3,249Net Income 2010: -$3,1472010Expenses 2011: $6,0742011Expenses 2012: $5,6012012Expenses 2013: $1,0232013Revenue 2014: $7,100Expenses 2014: $8,282Net Income 2014: -$1,1822014Revenue 2015: $8,160Expenses 2015: $7,173Net Income 2015: $9872015Revenue 2016: $5,665Expenses 2016: $6,202Net Income 2016: -$5372016Revenue 2017: $1,510Expenses 2017: $3,896Net Income 2017: -$2,3862017Revenue 2018: $5,326Expenses 2018: $5,941Net Income 2018: -$6152018Revenue 2019: $6,816Expenses 2019: $6,261Net Income 2019: $5552019Revenue 2020: $4,006Expenses 2020: $3,815Net Income 2020: $1912020Revenue 2021: $16,000Expenses 2021: $13,224Net Income 2021: $2,7762021Revenue 2022: $5,002Expenses 2022: $14,317Net Income 2022: -$9,3152022Revenue 2023: $12,018Expenses 2023: $1,972Net Income 2023: $10,0462023Revenue 2024: $26Expenses 2024: $3,097Net Income 2024: -$3,0712024

Highlighted filing

2014

Revenue$7,100
Expenses$8,282
Net Income-$1,182
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 29, 2015
Return Version
2013v4.0
Gross Receipts
$7,100
Mission and Program Overview

Mission

NONE

Help support the christian unified school district and provide scholarships to students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$8,277$7,095▼ $1,182
Cash and Non-Interest-Bearing Accounts$7,235$6,185▼ $1,050
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,519,104$1,677,686▲ $158,582
Other Assets Total$1,511,869$1,671,501▲ $159,632
Liabilities
Other Liabilities$1,510,827$1,670,591▲ $159,764
Total Liabilities$1,510,827$1,670,591▲ $159,764
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,277$7,095▼ $1,182
Total Liabilities and Net Assets / Fund Balance$1,519,104$1,677,686▲ $158,582

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,670,591--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$1,369,573---$1,369,573
2012$1,369,573---$1,369,573
2011$1,492,708-▼ $53,911-$1,369,573
2010$1,240,777$10,000▲ $247,931-$1,492,708
2009$1,122,852-▲ $17,925-$1,240,777
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mark LarsonPresident/chairman
CHRIS D'AVIGNONBoard Member
David BeezerBoard Member
Dennis StoverBoard Member
Dr David JeremiahBoard Member
Greg WebsterBoard Member
Jeff HamannBoard Member
John PaulsonBoard Member
Steve AustinAdvisory Committee
Michael RundlettCFO/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$7,100
Other Revenue
$0
Change in Net Assets
$-1,182

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,100
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$7,100
Total Revenue per Form 990
$7,100
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,282
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal-$6,500-$6,500
Insurance-$1,697-$1,697
Other Expenses-$10-$10
Total Functional Expenses$0$8,282$0$8,282

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,282
Total Expenses per Audited Statements$8,282
Total Expenses per Form 990$8,282
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Perpetual Trust$1,670,591
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 11

“Board members are provided a copy of the 990 for review before it is filed.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

EIN
33-0455242
Phone
6194413787

Signing Officer

Name
Mark Larson
Title
President
Phone
6194413787
Signed
2015-01-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Larson
Formed
2006
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Preparer
Marvin E Harrison
Phone
6192311977
Raw XML Appendix362 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01519104
IRS990/TotalAssetsEOYAmt01677686
IRS990/TotalAssetsGrp/BOYAmt01519104
IRS990/TotalAssetsGrp/EOYAmt01677686
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08282
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt08282
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01510827
IRS990/TotalLiabilitiesEOYAmt01670591
IRS990/TotalLiabilitiesGrp/BOYAmt01510827
IRS990/TotalLiabilitiesGrp/EOYAmt01670591
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08277
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07095
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt07100
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07100
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01519104
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01677686
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine102100 GREENFIELD DRIVE
IRS990/USAddress/City0EL CAJON
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode092019
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK LARSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06194413787
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10FAMILY HERITAGE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FAMI
ReturnHeader/Filer/EIN0330455242
ReturnHeader/Filer/PhoneNum06194413787
ReturnHeader/Filer/USAddress/AddressLine102100 GREENFIELD DRIVE
ReturnHeader/Filer/USAddress/City0EL CAJON
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092019
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952694444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CONSIDINE & CONSIDINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101501 FIFTH AVENUE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0921013297
ReturnHeader/PreparerPersonGrp/PhoneNum06192311977
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARVIN E HARRISON
ReturnHeader/ReturnTs02015-03-13T15:10:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,677,686
Liabilities
$1,670,591
Net assets
$7,095
Revenue
$7,100
Expenses
$8,282
Net income
-$1,182
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.82$1.82$0.01$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.74$1.73$0.01$0.01$0.00$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$1.66$0.00$0.01$0.01$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.80$1.80$0.01$0.02$0.01$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$1.56$0.01$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.66$1.65$0.01$0.01$0.01$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.71$1.70$0.00$0.01$0.01$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.64$1.64$0.01$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.56$1.56$0.01$0.01$0.01$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.70$1.69$0.01$0.01$0.01$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.68$1.67$0.01$0.01$0.01$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$1.51$0.01$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$1.37$0.01$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$1.50$0.00$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$1.24$0.00$0.00$0.00$0.00