Civic Intelligence

The Heffner Fund - Ir

EIN 34-6568632 • Grove City, OH

2300 Brown RoadGrove City, OH 43123
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

84th percentile

43%

Higher net margin than 84% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Asset Growth

59th percentile

5.5%

Faster asset growth than 59% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

111%

Faster revenue growth than 88% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$2,924,774

Up $151,630 (+5.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,924,774

Up $151,630 (+5.5%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin84th percentile

Revenue

Up

$330,485

Up $173,774 (+111%) from 2023

Expenses

Up

$189,738

Up $22,144 (+13%) from 2023

Net Income

Up

$140,747

Up $151,630 (+1393%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$3.0M$2.0M$1.0M$0Assets 2019: $2,533,940Liabilities 2019: $0Net Assets 2019: $2,533,9402019Assets 2020: $2,475,200Liabilities 2020: $0Net Assets 2020: $2,475,2002020Assets 2021: $2,850,585Liabilities 2021: $40,000Net Assets 2021: $2,810,5852021Assets 2022: $2,806,157Liabilities 2022: $22,500Net Assets 2022: $2,783,6572022Assets 2023: $2,773,144Liabilities 2023: $0Net Assets 2023: $2,773,1442023Assets 2024: $2,924,774Liabilities 2024: $0Net Assets 2024: $2,924,7742024

Latest loaded filing

2024

Assets$2,924,774
Liabilities$0
Net Assets$2,924,774
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

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

$600K$400K$200K$0-$200KRevenue 2019: $207,991Expenses 2019: $176,398Net Income 2019: $31,5932019Revenue 2020: $121,744Expenses 2020: $180,484Net Income 2020: -$58,7402020Revenue 2021: $512,391Expenses 2021: $177,006Net Income 2021: $335,3852021Revenue 2022: $142,414Expenses 2022: $163,766Net Income 2022: -$21,3522022Revenue 2023: $156,711Expenses 2023: $167,594Net Income 2023: -$10,8832023Revenue 2024: $330,485Expenses 2024: $189,738Net Income 2024: $140,7472024

Latest loaded filing

2024

Revenue$330,485
Expenses$189,738
Net Income$140,747
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.33$0.19$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.16$0.17$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.81$0.02$2.78$0.14$0.16$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.85$0.04$2.81$0.51$0.18$0.34
2020Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.12$0.18$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.21$0.18$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 14, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William G HeffnerTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSee attachedCharitable-Grove City, OH, US$189,500
Filing and Contact Details

Filer

Filer Name
The Heffner Fund - IR
EIN
34-6568632
Phone
6148755500
Address
2300 Brown Road, GROVE CITY, OH 43123

Signing Officer

Name
William G Heffner
Title
Trustee
Phone
6148755500
Signed
2026-03-14
Discuss with paid preparer
Yes

Preparer

Firm
Pappas Gibson LLC
Address
5003 HORIZONS DR STE 110, COLUMBUS, OH 43220
Preparer
Robert T Pappas
Phone
6147927900
Raw XML Appendix298 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0William G Heffner
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0280192
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0250061
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0Agg Rok Materials Co
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02300 Brown Rd
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Grove City
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd043123
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0202500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Pappas Gibson Legal, Ohio AG
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01785
OtherDecreasesSchedule/OtherDecreasesDetail/Amt00
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Timing Diff Divid Report/Receipt
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0222451
OtherIncomeSchedule2/OtherIncomeDetail/Desc0capital gain treated as revenue per book
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0222451
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0222451
OtherIncreasesSchedule/OtherIncreasesDetail/Amt00
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Timing Diff Divid Report/Receipt
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06299
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt19447
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Goldman Sachs Custody Serv statement fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Janney invest adv fees statement fees
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0458
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt12600
TaxesSchedule/TaxesDetail/Amt0458
TaxesSchedule/TaxesDetail/Amt12600
TaxesSchedule/TaxesDetail/Amt2354
TaxesSchedule/TaxesDetail/CategoryTxt02024 Tax Payment
TaxesSchedule/TaxesDetail/CategoryTxt12025 Estimated Tax Payment
TaxesSchedule/TaxesDetail/CategoryTxt2Foreign taxes paid
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0458
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt12600
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0458
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12600
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0William G Heffner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06148755500
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Heffner Fund - IR
ReturnHeader/Filer/BusinessNameControlTxt0HEFF
ReturnHeader/Filer/EIN0346568632
ReturnHeader/Filer/PhoneNum06148755500
ReturnHeader/Filer/USAddress/AddressLine1Txt02300 Brown Road
ReturnHeader/Filer/USAddress/CityNm0GROVE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043123
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460811832
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAPPAS GIBSON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05003 HORIZONS DR STE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043220
ReturnHeader/PreparerPersonGrp/PhoneNum06147927900
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert T Pappas
ReturnHeader/ReturnTs02026-03-21T16:28:23-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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