Civic Intelligence

The Society of Heed Fellows 100-2872

EIN 34-1466458 • 501(c)3 • Portland, OR

Profile

The Society of Heed Fellows is organized and operated exclusively to raise the standards of medical care by promoting and advancing the art and sciences of Ophthalmology.

3375 SW Terwilliger BlvdPortland, OR 97239

www.heed.org

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

23rd percentile

-9.4%

Higher net margin than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

36th percentile

-0.7%

Faster asset growth than 36% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

45th percentile

4.3%

Faster revenue growth than 45% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$2,157,682

Down $8,973 (-0.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$2,157,682

Down $8,973 (-0.4%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin23rd percentile

Revenue

Up

$152,616

Up $71,926 (+89%) from 2023

Expenses

Down

$160,742

Down $59,453 (-27%) from 2023

Net Income

Up

-$8,126

Up $131,379 (+94%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

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

$3.0M$2.0M$1.0M$0Assets 2013: $1,445,881Liabilities 2013: $0Net Assets 2013: $1,445,8812013Assets 2014: $1,472,875Liabilities 2014: $0Net Assets 2014: $1,472,8752014Assets 2015: $1,497,441Liabilities 2015: $0Net Assets 2015: $1,497,4412015Assets 2016: $1,508,477Liabilities 2016: $0Net Assets 2016: $1,508,4772016Assets 2017: $1,503,401Liabilities 2017: $0Net Assets 2017: $1,503,4012017Assets 2018: $2,093,247Liabilities 2018: $0Net Assets 2018: $2,093,2472018Assets 2019: $2,122,486Liabilities 2019: $0Net Assets 2019: $2,122,4862019Assets 2020: $2,109,981Liabilities 2020: $0Net Assets 2020: $2,109,9812020Assets 2021: $2,221,465Liabilities 2021: $0Net Assets 2021: $2,221,4652021Assets 2022: $2,306,158Liabilities 2022: $0Net Assets 2022: $2,306,1582022Assets 2023: $2,166,655Liabilities 2023: $0Net Assets 2023: $2,166,6552023Assets 2024: $2,157,682Liabilities 2024: $0Net Assets 2024: $2,157,6822024

Highlighted filing

2024

Assets$2,157,682
Liabilities$0
Net Assets$2,157,682
Open 2024 Filing

Operations Trend

Revenue Growth45th percentile

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

$1.0M$500K$0-$500KRevenue 2013: $97,846Expenses 2013: $89,452Net Income 2013: $8,3942013Revenue 2014: $116,234Expenses 2014: $89,239Net Income 2014: $26,9952014Revenue 2015: $113,215Expenses 2015: $88,649Net Income 2015: $24,5662015Revenue 2016: $107,845Expenses 2016: $96,842Net Income 2016: $11,0032016Revenue 2017: $102,676Expenses 2017: $107,752Net Income 2017: -$5,0762017Revenue 2018: $699,372Expenses 2018: $109,526Net Income 2018: $589,8462018Revenue 2019: $131,076Expenses 2019: $101,837Net Income 2019: $29,2392019Revenue 2020: $106,559Expenses 2020: $119,064Net Income 2020: -$12,5052020Revenue 2021: $181,551Expenses 2021: $70,066Net Income 2021: $111,4852021Revenue 2022: $168,577Expenses 2022: $83,884Net Income 2022: $84,6932022Revenue 2023: $80,690Expenses 2023: $220,195Net Income 2023: -$139,5052023Revenue 2024: $152,616Expenses 2024: $160,742Net Income 2024: -$8,1262024

Highlighted filing

2024

Revenue$152,616
Expenses$160,742
Net Income-$8,126
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,157,682
Liabilities
$0
Net assets
$2,157,682
Revenue
$152,616
Expenses
$160,742
Net income
-$8,126
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.15$0.16$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.08$0.22$0.14
2022Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.17$0.08$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.18$0.07$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.11$0.12$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.13$0.10$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.70$0.11$0.59
2017Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.10$0.11$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.11$0.10$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.11$0.09$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.12$0.09$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.10$0.09$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Gross Receipts
$272,383
Mission and Program Overview

Mission

The Society of Heed Fellows is organized and operated exclusively to raise the standards of medical care by promoting and advancing the art and sciences of Ophthalmology.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,166,655$2,157,682▼ $8,973
Rtn Earn Endowment Incm Other Fnds$2,166,655$2,157,682▼ $8,973
Total Assets$2,166,655$2,157,682▼ $8,973
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,166,655$2,157,682▼ $8,973
Total Liabilities and Net Assets / Fund Balance$2,166,655$2,157,682▼ $8,973
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Kathryn A ColbyIndividual Trustee
Marco A ZarbinIndividual Trustee
Pradeep RamuluIndividual Trustee
R V Paul ChanIndividual Trustee
Stacy PinelesIndividual Trustee
David J WilsonExecutive Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$23,700
Program Service Revenue
$0
Investment Income
$128,916
Other Revenue
$0
All Other Contributions
$17,000
Change in Net Assets
$-8,126
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$48,461
Salaries, Compensation, and Employee Benefits$16,992
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$95,289--$95,289
Current Officers, Directors, Trustees, and Key Employees-$16,992-$16,992
Other Expenses-$7,469-$7,469
Fees for Services Accounting-$1,575-$1,575
Total Functional Expenses$95,289$65,453$0$160,742
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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

Committee meeting documentation Part VI line 8B

“No committies”

Form 990 governing body review Part VI line 11

“Copy is provided to the trustee.”

Conflict of interest policy compliance Part VI line 12C

“Policy is self-policing”

CEO executive director top management comp Part VI line 15A

“Market rate for similar positions.”

Other officer or key employee compensation Part VI line 15B

“Market rate for similar positions.”

Governing documents etc available to public Part VI line 19

“Upon Request”

Filing and Contact Details

Filer

Filer Name
The Society of Heed Fellows 100-2872
EIN
34-1466458
In Care Of
% David J Wilson
Phone
5033195968
Address
3375 SW Terwilliger Blvd, Portland, OR 97239

Signing Officer

Name
David J Wilson Md
Title
Executive Secretary
Phone
5033195968
Signed
2025-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David J Wilson MD
Formed
1987
Legal Domicile
Oh
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Clark Financial Services
Address
11950 S Harlem Ave Suite 202-1, Palos Heights, IL 60463
Preparer
Timothy J Clark
Phone
7084244100
Supplemental Narrative

Additional Explanations

Unrelated business income explanation Part V line 3B

“Not applicable”

Cessation of or significant change to any program service Part III line 3

“Suspended fellowship payments in 2021. The Society of Heed Fellows will no longer pay fellowships directly, all future fellowships will be paid from the Heed Ophthalmic Foundation. The Society of Heed Fellows will provide funding to the Heed Ophthalmic Foundation to support the fellowships.”

Explanation of other changes in net assets or fund balances Part XI line 9

“Rounding”

Raw XML Appendix348 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/ExplanationTxt0Not applicable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No committies
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Copy is provided to the trustee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Policy is self-policing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Market rate for similar positions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Market rate for similar positions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Upon Request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Suspended fellowship payments in 2021. The Society of Heed Fellows will no longer pay fellowships directly, all future fellowships will be paid from the Heed Ophthalmic Foundation. The Society of Heed Fellows will provide funding to the Heed Ophthalmic Foundation to support the fellowships.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Rounding
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Unrelated business income explanation Part V line 3b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Cessation of or significant change to any program service Part III line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Explanation of other changes in net assets or fund balances Part XI line 9
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02157682
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0128916
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0152616
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02166655
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02157682
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IRS990/USAddress/AddressLine1Txt0515 SW Campus Dr
IRS990/USAddress/CityNm0Portland
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097239
IRS990/VotingMembersGoverningBodyCnt06
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IRS990/WebsiteAddressTxt0www.heed.org
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID J WILSON MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum05033195968
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Society of Heed Fellows 100-2872
ReturnHeader/Filer/BusinessNameControlTxt0SOCI
ReturnHeader/Filer/EIN0341466458
ReturnHeader/Filer/InCareOfNm0% David J Wilson
ReturnHeader/Filer/PhoneNum05033195968
ReturnHeader/Filer/USAddress/AddressLine1Txt03375 SW Terwilliger Blvd
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097239
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364399913
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Clark Financial Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011950 S Harlem Ave Suite 202-1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Palos Heights
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060463
ReturnHeader/PreparerPersonGrp/PhoneNum07084244100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY J CLARK
ReturnHeader/ReturnTs02025-05-08T13:32:05-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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