Civic Intelligence

James & Nancy Heinz Family Foundation

EIN 36-4486644 • Naples, FL

316 Neptunes BightNaples, FL 34103
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

2nd percentile

-4648%

Higher net margin than 2% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

41st percentile

-8.1%

Faster asset growth than 41% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-93%

Faster revenue growth than 7% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$162,522

Down $14,320 (-8.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$162,522

Down $14,320 (-8.1%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin2nd percentile

Revenue

Down

$380

Down $4,909 (-93%) from 2023

Expenses

Down

$18,043

Down $32,703 (-64%) from 2023

Net Income

Up

-$17,663

Up $27,794 (+61%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$300K$200K$100K$0Assets 2019: $298,502Liabilities 2019: $0Net Assets 2019: $298,5022019Assets 2020: $251,847Liabilities 2020: $0Net Assets 2020: $251,8472020Assets 2021: $244,562Liabilities 2021: $0Net Assets 2021: $244,5622021Assets 2022: $219,685Liabilities 2022: $0Net Assets 2022: $219,6852022Assets 2023: $176,842Liabilities 2023: $0Net Assets 2023: $176,8422023Assets 2024: $162,522Liabilities 2024: $0Net Assets 2024: $162,5222024

Highlighted filing

2024

Assets$162,522
Liabilities$0
Net Assets$162,522
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

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

$100K$50K$0-$50KRevenue 2019: $5,181Expenses 2019: $47,978Net Income 2019: -$42,7972019Revenue 2020: $2,855Expenses 2020: $51,167Net Income 2020: -$48,3122020Revenue 2021: $20,211Expenses 2021: $27,331Net Income 2021: -$7,1202021Revenue 2022: $721Expenses 2022: $25,413Net Income 2022: -$24,6922022Revenue 2023: $5,289Expenses 2023: $50,746Net Income 2023: -$45,4572023Revenue 2024: $380Expenses 2024: $18,043Net Income 2024: -$17,6632024

Highlighted filing

2024

Revenue$380
Expenses$18,043
Net Income-$17,663
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$162,522
Liabilities
$0
Net assets
$162,522
Revenue
$380
Expenses
$18,043
Net income
-$17,663
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.00$0.18$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.00$1.77$0.05$0.51$0.45
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.20$0.00$2.20$0.01$0.25$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.00$2.45$0.20$0.27$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.03$0.51$0.48
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.99$0.00$2.99$0.05$0.48$0.43
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 2, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES F HEINZPresident-$0--
NANCY D HEINZVice President-$0--
Filing and Contact Details

Filer

Filer Name
James & Nancy Heinz Family Foundation
EIN
36-4486644
Phone
3122242400
Address
316 NEPTUNES BIGHT, NAPLES, FL 34103

Signing Officer

Name
James F Heinz
Title
Trustee
Phone
3122242400
Signed
2025-06-02
Discuss with paid preparer
Yes

Preparer

Firm
Prosperity Partners
Address
225 W WASHINGTON ST STE 2600, CHICAGO, IL 60606
Preparer
Justin Shelman
Phone
3124610514
Raw XML Appendix299 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/PersonNm0JAMES F HEINZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NANCY D HEINZ
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08019
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08019
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt035297
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012136
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011276
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt033970
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt031988
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt031988
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt098397
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05718
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt035297
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012136
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011276
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt033970
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013737
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05718
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0130385
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0124667
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OTHER ASSET
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt05000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt05000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SECRETARY OF STATE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03343
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS OR LOSSES ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0214
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt14814
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1LEGAL AND PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt1722
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0214
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt14091
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES F HEINZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03122242400
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES & NANCY HEINZ FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0364486644
ReturnHeader/Filer/PhoneNum03122242400
ReturnHeader/Filer/USAddress/AddressLine1Txt0316 NEPTUNES BIGHT
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034103
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0651164012
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PROSPERITY PARTNERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0225 W WASHINGTON ST STE 2600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03124610514
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUSTIN SHELMAN
ReturnHeader/ReturnTs02025-06-03T10:10:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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