Civic Intelligence

Heller Family Foundation

990PF • Fiscal year 2017 • EIN 33-0540931

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 10, 2018

Organization Profile
320 East Glaucus StreetEncinitas, CA 92024

(858) 344-6535

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.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

5th percentile

-136%

Higher net margin than 5% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

27th percentile

-10%

Faster asset growth than 27% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

77%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$335,264

Down $37,607 (-10%) from 2016

Net Assets

Down

$335,264

Down $37,607 (-10%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin5th percentile

Revenue

Up

$27,623

Up $12,029 (+77%) from 2016

Expenses

Down

$65,230

Down $64,699 (-50%) from 2016

Net Income

Up

-$37,607

Up $76,728 (+67%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2017

Assets$335,264
Liabilities$0
Net Assets$335,264
Open 2017 Filing

Operations Trend

Revenue Growth90th percentile

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

2017

Revenue$27,623
Expenses$65,230
Net Income-$37,607
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 10, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERROLD HELLERPresPT$0--
STEPHEN HELLERVice Pres-$0--
RACHEL H MILLERSec-$0--
Filing and Contact Details

Filer

Filer Name
Heller Family Foundation
EIN
33-0540931
Phone
8583446535
Address
320 EAST GLAUCUS STREET, ENCINITAS, CA 92024

Signing Officer

Name
Jerrold A Heller
Title
President
Phone
8582485947
Signed
2018-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Hun2n Inc
Address
PO Box 130655, Carlsbad, CA 92013
Preparer
Robert Huntoon
Phone
8583446535
Raw XML Appendix339 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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AccountingFeesSchedule/AccountingFeesDetail/Amt02000
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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02000
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02000
AppliedToPriorYearElection/ElectionDesc0Large increase in Fund Assets were unexpected.
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22010-02
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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Election to Utilize Undistributed Income from Prior Yrears in Current Year 2017 Taxpayer hereby elects to utilize Undistributed Income from prior years to meet the Qualifying Distribution Amount described in 4942j) and 4942g)2)B0ii).
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0215892
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt050178
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt042842
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0235
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ReturnHeader/BusinessOfficerGrp/PersonNm0Jerrold A Heller
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08582485947
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-10
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ReturnHeader/Filer/BusinessNameControlTxt0HELL
ReturnHeader/Filer/EIN0330540931
ReturnHeader/Filer/PhoneNum08583446535
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ReturnHeader/Filer/USAddress/CityNm0ENCINITAS
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ReturnHeader/FilingSecurityInformation/IPTm018:24:56
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 130655
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carlsbad
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092013
ReturnHeader/PreparerPersonGrp/PhoneNum08583446535
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert Huntoon
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-10T11:50:22-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$335,264
Liabilities
$0
Net assets
$335,264
Revenue
$27,623
Expenses
$65,230
Net income
-$37,607
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