Civic Intelligence

The Heffner Fund - Ir

990PF • Fiscal year 2020 • EIN 34-6568632

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 28, 2021

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

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

13th percentile

-48%

Higher net margin than 13% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

27th percentile

-2.3%

Faster asset growth than 27% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

14th percentile

-41%

Faster revenue growth than 14% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$2,475,200

Down $58,740 (-2.3%) from 2019

Net Assets

Down

$2,475,200

Down $58,740 (-2.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin13th percentile

Revenue

Down

$121,744

Down $86,247 (-41%) from 2019

Expenses

Up

$180,484

Up $4,086 (+2.3%) from 2019

Net Income

Down

-$58,740

Down $90,333 (-286%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

2020

Assets$2,475,200
Liabilities$0
Net Assets$2,475,200
Open 2020 Filing

Operations Trend

Revenue Growth14th percentile

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

2020

Revenue$121,744
Expenses$180,484
Net Income-$58,740
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 28, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th 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
2021-04-28

Preparer

Firm
Pappas Gibson LLC
Address
716 MT AIRYSHIRE BLVD STE 100, COLUMBUS, OH 43235
Preparer
Robert T Pappas
Phone
6147927900
Raw XML Appendix335 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Cap Gain Distributions-Commonwealth
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Cap Gain Distributions-Fidelity
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ST Gains-Commonwealth, Fidelity, Raymond James
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0William G Heffner
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02300 Brown Road
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06148755500
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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/Amt0166000
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/TotalGrantOrContriPdDurYrAmt0166000
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/AppliedToCurrentYearAmt0144992
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0144992
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt024878
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt024571
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt020393
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04496
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0680
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0680
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0109830
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt035492
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt024878
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt024571
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt020393
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04496
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0180484
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt035492
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0110510
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt075018
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/LegalFeesAmt02710
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01483621
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1422003
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt20
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0NFS-Commonwealth American Funds
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Raymond James
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2Fidelity
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01493060
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2747334
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01863107
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt21041638
OtherIncomeSchedule2/OtherIncomeDetail/Desc0capital gain treated as revenue per book
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt028282
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07518
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11665
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt242
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Raymond James investment advisor fees investment advice
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Commonwealth investment advisory fees investment advice
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2Key Bank statement fees
TaxesSchedule/TaxesDetail/Amt01749
TaxesSchedule/TaxesDetail/Amt1800
TaxesSchedule/TaxesDetail/CategoryTxt02019 investment income tax
TaxesSchedule/TaxesDetail/CategoryTxt12020 Estimated Tax Payment
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01749
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1800
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0William G Heffner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06148755500
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-28
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/PreparerFirmName/BusinessNameLine1Txt0PAPPAS GIBSON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0716 MT AIRYSHIRE BLVD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043235
ReturnHeader/PreparerPersonGrp/PhoneNum06147927900
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert T Pappas
ReturnHeader/ReturnTs02021-05-05T14:52:45-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0William
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Heffner
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,475,200
Liabilities
$0
Net assets
$2,475,200
Revenue
$121,744
Expenses
$180,484
Net income
-$58,740
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