Civic Intelligence

Heller Family Foundation

EIN 33-0540931 • Carlsbad, CA

6744 Tea Tree StreetCarlsbad, CA 92011
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

93rd percentile

65%

Higher net margin than 93% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

97th percentile

193%

Faster asset growth than 97% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

245%

Faster revenue growth than 95% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$612,054

Up $403,057 (+193%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$612,054

Up $403,057 (+193%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin93rd percentile

Revenue

Up

$618,263

Up $439,013 (+245%) from 2023

Expenses

Up

$215,206

Up $21,435 (+11%) from 2023

Net Income

Up

$403,057

Up $417,578 (+2876%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2010: $759,226Liabilities 2010: $0Net Assets 2010: $759,2262010Assets 2011: $692,210Liabilities 2011: $0Net Assets 2011: $692,2102011Assets 2012: $690,744Liabilities 2012: $0Net Assets 2012: $690,7442012Assets 2013: $618,122Liabilities 2013: $0Net Assets 2013: $618,1222013Assets 2014: $559,477Liabilities 2014: $0Net Assets 2014: $559,4772014Assets 2015: $487,206Liabilities 2015: $0Net Assets 2015: $487,2062015Assets 2016: $372,871Liabilities 2016: $0Net Assets 2016: $372,8712016Assets 2017: $335,264Liabilities 2017: $0Net Assets 2017: $335,2642017Assets 2018: $321,280Liabilities 2018: $0Net Assets 2018: $321,2802018Assets 2019: $264,107Liabilities 2019: $0Net Assets 2019: $264,1072019Assets 2020: $227,370Liabilities 2020: $0Net Assets 2020: $227,3702020Assets 2021: $232,910Liabilities 2021: $0Net Assets 2021: $232,9102021Assets 2022: $223,517Liabilities 2022: $0Net Assets 2022: $223,5172022Assets 2023: $208,997Liabilities 2023: $0Net Assets 2023: $208,9972023Assets 2024: $612,054Liabilities 2024: $0Net Assets 2024: $612,0542024

Highlighted filing

2024

Assets$612,054
Liabilities$0
Net Assets$612,054
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KExpenses 2010: $57,7342010Expenses 2011: $63,1472011Expenses 2012: $92,0282012Revenue 2013: $29,522Expenses 2013: $102,144Net Income 2013: -$72,6222013Revenue 2014: $56,073Expenses 2014: $114,717Net Income 2014: -$58,6442014Revenue 2015: $37,872Expenses 2015: $110,143Net Income 2015: -$72,2712015Revenue 2016: $15,594Expenses 2016: $129,929Net Income 2016: -$114,3352016Revenue 2017: $27,623Expenses 2017: $65,230Net Income 2017: -$37,6072017Revenue 2018: $34,322Expenses 2018: $48,332Net Income 2018: -$14,0102018Revenue 2019: $20,336Expenses 2019: $62,796Net Income 2019: -$42,4602019Revenue 2020: $25,328Expenses 2020: $62,065Net Income 2020: -$36,7372020Revenue 2021: $173,930Expenses 2021: $168,390Net Income 2021: $5,5402021Revenue 2022: $173,023Expenses 2022: $182,416Net Income 2022: -$9,3932022Revenue 2023: $179,250Expenses 2023: $193,771Net Income 2023: -$14,5212023Revenue 2024: $618,263Expenses 2024: $215,206Net Income 2024: $403,0572024

Highlighted filing

2024

Revenue$618,263
Expenses$215,206
Net Income$403,057
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$612,054
Liabilities
$0
Net assets
$612,054
Revenue
$618,263
Expenses
$215,206
Net income
$403,057
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.12$0.00$6.12$6.18$2.15$4.03
2023Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$1.79$1.94$0.15
2022Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$1.73$1.82$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$1.74$1.68$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.25$0.62$0.37
2019Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.20$0.63$0.42
2018Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.34$0.48$0.14
2017Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.28$0.65$0.38
2016Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.16$1.30$1.14
2015Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.38$1.10$0.72
2014Detailed filing. Detailed filing data is available for this year.$5.59$0.00$5.59$0.56$1.15$0.59
2013Detailed filing. Detailed filing data is available for this year.$6.18$0.00$6.18$0.30$1.02$0.73
2012Detailed filing. Detailed filing data is available for this year.$6.91$0.00$6.91$0.92
2011Detailed filing. Detailed filing data is available for this year.$6.92$0.00$6.92$0.63
2010Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$0.58
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 28, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERROLD HELLERDirector-$0--
STEPHEN HELLERPresident-$0--
RACHEL H MILLERSec-$0--
Filing and Contact Details

Filer

Filer Name
Heller Family Foundation
EIN
33-0540931
In Care Of
% STEPHEN HELLER
Address
6744 TEA TREE STREET, Carlsbad, CA 92011

Signing Officer

Name
Stephen Heller
Title
President
Signed
2025-03-28
Discuss with paid preparer
Yes

Preparer

Firm
Hun2n Inc
Address
PO Box 130655, Carlsbad, CA 92013
Preparer
Robert P Huntoon
Phone
8583446535
Raw XML Appendix317 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/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0989
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TaxesSchedule/TaxesDetail/CategoryTxt0Tax on investment income
TaxesSchedule/TaxesDetail/CategoryTxt1State of California
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0421
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt175
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0421
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt175
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN HELLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-28
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ReturnHeader/Filer/BusinessNameControlTxt0HELL
ReturnHeader/Filer/EIN0330540931
ReturnHeader/Filer/InCareOfNm0% STEPHEN HELLER
ReturnHeader/Filer/USAddress/AddressLine1Txt06744 TEA TREE STREET
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 130655
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ReturnHeader/PreparerPersonGrp/PhoneNum08583446535
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert P Huntoon
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-03-28T02:57:12-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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