Civic Intelligence

The Heffner Fund - Ir

990PF • Fiscal year 2019 • EIN 34-6568632

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 08, 2020

Organization Profile
2300 Brown RoadGrove City, OH 43123

(614) 875-5500

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

$2,533,940

No earlier filing loaded for comparison.

Net Assets

$2,533,940

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin70th percentile

Revenue

$207,991

No earlier filing loaded for comparison.

Expenses

$176,398

No earlier filing loaded for comparison.

Net Income

$31,593

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

Highlighted filing

2019

Assets$2,533,940
Liabilities$0
Net Assets$2,533,940
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2019

Revenue$207,991
Expenses$176,398
Net Income$31,593
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 8, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William G HeffnerTrusteePT$0--
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
2020-04-08
Discuss with paid preparer
Yes

Preparer

Firm
Pappas Gibson LLC
Address
9999 Brewster Ln Ste 101, Powell, OH 43065
Preparer
Robert T Pappas
Phone
6147927900
Raw XML Appendix359 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/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0William G Heffner Trustee
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02300 Brown Road
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Grove City
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd043123
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06148755500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Written letter of request with copy of organization's IRS exemption letter
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0William G Heffner
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt02300 Brown Road
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Grove City
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd043123
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0No, though generally Ohio based organizations
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0167000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0See attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Grove City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd043123
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0167000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0142122
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0142122
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt024571
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt020393
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04496
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0680
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt036968
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt036968
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt075018
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt024878
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt024571
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt020393
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04496
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0680
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0167000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt024878
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0111986
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt087108
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0Agg Rok Materials Co
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02300 Brown Road
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Grove City
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd043123
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt030000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Pappas Gibson Legal, Ohio AG
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02414
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01521647
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1585117
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0NFS-Commonwealth American Funds
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Raymond James-Mutal Funds/Securities
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01483621
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1422003
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01747102
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1796816
OtherIncomeSchedule2/OtherIncomeDetail/Desc0capital gain treated as revenue per book
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0110803
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01389
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt13917
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Raymond James investment advisor fees investment advice
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Commonwealth investment advisory fees investment advice
TaxesSchedule/TaxesDetail/Amt01678
TaxesSchedule/TaxesDetail/CategoryTxt02018 investment income tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01678
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0William G Heffner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06148755500
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-08
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/FilingSecurityInformation/AtSubmissionCreationDeviceId05FED4AE73026CED4DD35306A404207B030202E3D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05FED4AE73026CED4DD35306A404207B030202E3D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.53.17.19
ReturnHeader/FilingSecurityInformation/IPDt02020-04-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm009:21:16
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pappas Gibson LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09999 Brewster Ln Ste 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Powell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043065
ReturnHeader/PreparerPersonGrp/PhoneNum06147927900
ReturnHeader/PreparerPersonGrp/PreparationDt02020-04-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert T Pappas
ReturnHeader/ReturnTs02020-04-10T09:21:16-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,533,940
Liabilities
$0
Net assets
$2,533,940
Revenue
$207,991
Expenses
$176,398
Net income
$31,593
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