Civic Intelligence

Heller Family Foundation

990PF • Fiscal year 2011 • EIN 33-0540931

Jan 01, 2011 to Dec 31, 2011 • Filed on Sep 01, 2012

Organization Profile
320 East Glaucus Street92024
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

19th percentile

-8.8%

Faster asset growth than 19% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$692,210

Down $67,016 (-8.8%) from 2010

Net Assets

Down

$692,210

Down $67,016 (-8.8%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$63,147

Up $5,413 (+9.4%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$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

2011

Assets$692,210
Liabilities$0
Net Assets$692,210
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2011

Revenue-
Expenses$63,147
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Sep 1, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERROLD HELLERPresPT$0--
STEPHEN HELLERVice Pres-$0--
RACHEL H MILLERSec-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMAINLY MOZARTGENERAL USE-SAN DIEGO, CA, US$26,600
Paid GrantPLANNED PARENTHOOD OF SAN DIEGO ANDGENERAL USE-SAN DIEGO, CA, US$20,000
Paid GrantSYRACUSE UNIVERSITYGENERAL USE-SYRACUSE, NY, US$10,000
Paid GrantMASSACHUSETTS INSTITUTE OF TECHNOLOGENERAL USE-CAMBRIDGE, MA, US$1,000
Paid GrantOJAI VALLEY YOUTH FOUNDATIONGENERAL USE-OJAI, CA, US$1,000
Paid GrantUNITED JEWISH FEDERATIONGENERAL USE-SAN DIEGO, CA, US$1,000
Paid GrantAMERICAN CANCER SOCIETYGENERAL USE-SAN DIEGO, CA, US$250
Filing and Contact Details

Filer

EIN
33-0540931
Raw XML Appendix378 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.

Path#Value
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired01996-08-01
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired21996-08-01
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IRS990PF/ExemptPF0X
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JERROLD HELLER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1STEPHEN HELLER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2RACHEL H MILLER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE PRES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2SEC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10320 E GLAUCUS ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11320 E CLAUCUS ST
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IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement1DIVIDENDS GENERATED FROM INVESTMENT ACCOUNTS
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement2CAPITAL GAINS/LOSSES GENERATED FROM INVESTMENT ACCOUNTS
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IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
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IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYear202010
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IRS990PF/SummaryOfDirectCharitableActy/Description10N/A
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SupplementaryInformation/ContributingManager0Jerrold Heller
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount320000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount4250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount51000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount61000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL USE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL USE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL USE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL USE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GENERAL USE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5GENERAL USE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6GENERAL USE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10MAINLY MOZART
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11SYRACUSE UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12MASSACHUSETTS INSTITUTE OF TECHNOLO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13PLANNED PARENTHOOD OF SAN DIEGO AND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14AMERICAN CANCER SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15OJAI VALLEY YOUTH FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16UNITED JEWISH FEDERATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine102802 JUAN STREET 29
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11820 COMSTOCK AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12238 MAIN STREET 200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine131075 CAMINO DEL RIO SOUTH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine142655 CAMINO DEL RIO N 100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15201 CHURCH ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine161450 MURPHY CANYON ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0SAN DIEGO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1SYRACUSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2CAMBRIDGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3SAN DIEGO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4SAN DIEGO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5OJAI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6SAN DIEGO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode092110
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode113244
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode202142
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode392108
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode492108
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode593023
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode692123
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0None
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear059850
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear054623
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted054623
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear107846
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2042118
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear058488
IRS990PF/UndistributedIncome/ExcessFromCurrentYear08524
IRS990PF/UndistributedIncome/ExcessFromYear107846
IRS990PF/UndistributedIncome/ExcessFromYear2042118
IRS990PF/UndistributedIncome/PriorYear102007
IRS990PF/UndistributedIncome/PriorYear202008
IRS990PF/UndistributedIncome/PriorYear302009
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome01475
IRS990PF/UndistributedIncome/QualifyingDistributions063147
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus08524
IRS990PF/UndistributedIncome/TaxableAmount101475
IRS990PF/UndistributedIncome/TotalCorpus058488
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover049964
IRS990PF/UndistributedIncome/TotalForPriorYears01475
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome018
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome155
OtherExpensesSchedule/OtherExpenses/Description0OFFICE EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1POSTAGE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps018
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps155
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome018
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome155
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks018
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks155
OtherIncreasesSchedule/OtherIncreases/Amount02
OtherIncreasesSchedule/OtherIncreases/Description0ROUNDING
TaxesSchedule/Taxes/AdjustedNetIncome0874
TaxesSchedule/Taxes/AdjustedNetIncome110
TaxesSchedule/Taxes/Amount0874
TaxesSchedule/Taxes/Amount110
TaxesSchedule/Taxes/Category0Tax on investment income
TaxesSchedule/Taxes/Category1CA FEES
TaxesSchedule/Taxes/DisbursementsCharitablePrps0874
TaxesSchedule/Taxes/DisbursementsCharitablePrps110
TaxesSchedule/Taxes/NetInvestmentIncome0874
TaxesSchedule/Taxes/NetInvestmentIncome110
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0330540931
ReturnHeader/Filer/Name/BusinessNameLine10HELLER FAMILY FOUNDATION
ReturnHeader/Filer/NameControl0HELL
ReturnHeader/Filer/Phone08583446535
ReturnHeader/Filer/USAddress/AddressLine10320 EAST GLAUCUS STREET
ReturnHeader/Filer/USAddress/City0ENCINITAS
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092024
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-09-01
ReturnHeader/Officer/Name0JERROLD A HELLER
ReturnHeader/Officer/Phone06192487951
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02012-09-01
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10HUN2N Inc
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 231030
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0ENCINITAS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode092023
ReturnHeader/Preparer/Name0Robert Huntoon
ReturnHeader/Preparer/Phone08583446535
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-09-01T08:40:18-00:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$692,210
Liabilities
$0
Net assets
$692,210
Revenue
-
Expenses
$63,147
Net income
-
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