Civic Intelligence

Thomas & Marilyn Heath Charitable Trust

990PF • Fiscal year 2016 • EIN 36-6848625

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 20, 2017

Organization Profile
1675 Duffy LaneBannockburn, IL 60015

(847) 945-3292

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

7th percentile

-93%

Higher net margin than 7% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

24th percentile

-13%

Faster asset growth than 24% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

431%

Faster revenue growth than 98% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$20,659

Down $3,165 (-13%) from 2015

Net Assets

Down

$20,659

Down $3,165 (-13%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin7th percentile

Revenue

Up

$3,395

Up $2,756 (+431%) from 2015

Expenses

Down

$6,560

Down $1,850 (-22%) from 2015

Net Income

Up

-$3,165

Up $4,606 (+59%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$60K$40K$20K$0Assets 2012: $44,258Liabilities 2012: $0Net Assets 2012: $44,2582012Assets 2013: $31,301Liabilities 2013: $0Net Assets 2013: $31,3012013Assets 2015: $23,824Liabilities 2015: $0Net Assets 2015: $23,8242015Assets 2016: $20,659Liabilities 2016: $0Net Assets 2016: $20,6592016Assets 2017: $19,417Liabilities 2017: $0Net Assets 2017: $19,4172017Assets 2018: $15,962Liabilities 2018: $0Net Assets 2018: $15,9622018Assets 2019: $14,050Liabilities 2019: $0Net Assets 2019: $14,0502019Assets 2020: $11,278Liabilities 2020: $0Net Assets 2020: $11,2782020Assets 2021: $10,448Liabilities 2021: $0Net Assets 2021: $10,4482021Assets 2022: $2,135Liabilities 2022: $0Net Assets 2022: $2,1352022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2016

Assets$20,659
Liabilities$0
Net Assets$20,659
Open 2016 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20K$10K$0-$10K-$20KExpenses 2012: $11,2812012Revenue 2013: $3Expenses 2013: $12,960Net Income 2013: -$12,9572013Revenue 2015: $639Expenses 2015: $8,410Net Income 2015: -$7,7712015Revenue 2016: $3,395Expenses 2016: $6,560Net Income 2016: -$3,1652016Revenue 2017: $4,868Expenses 2017: $6,110Net Income 2017: -$1,2422017Revenue 2018: $5,892Expenses 2018: $9,347Net Income 2018: -$3,4552018Revenue 2019: $6,830Expenses 2019: $8,742Net Income 2019: -$1,9122019Revenue 2020: $1,752Expenses 2020: $4,524Net Income 2020: -$2,7722020Revenue 2021: $6,085Expenses 2021: $6,915Net Income 2021: -$8302021Revenue 2022: $0Expenses 2022: $8,313Net Income 2022: -$8,3132022Revenue 2023: $0Expenses 2023: $2,135Net Income 2023: -$2,1352023

Highlighted filing

2016

Revenue$3,395
Expenses$6,560
Net Income-$3,165
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 20, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARILYN HEATHTrustee-$0--
BARBARA HUMMELTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Thomas Heath & Marilyn Heath Foundation
EIN
36-6848625
Phone
8479453292
Address
1675 DUFFY LANE, BANNOCKBURN, IL 60015

Signing Officer

Name
Marilyn Heath
Title
Trustee
Phone
8479453292
Signed
2017-06-20
Discuss with paid preparer
Yes

Preparer

Firm
Brookweiner LLC
Address
125 S WACKER DRIVE 1000, CHICAGO, IL 60606
Preparer
David Weinberg
Phone
3126290900
Raw XML Appendix314 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260201
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05350
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01881
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01881
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05661
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03270
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09806
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08143
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0304
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0304
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt031549
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04669
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05661
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03270
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09806
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08143
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06550
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04669
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt031853
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt027184
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0STATE ANNUAL FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARILYN HEATH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08479453292
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMAS HEATH & MARILYN HEATH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0366848625
ReturnHeader/Filer/PhoneNum08479453292
ReturnHeader/Filer/USAddress/AddressLine1Txt01675 DUFFY LANE
ReturnHeader/Filer/USAddress/CityNm0BANNOCKBURN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060015
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BECA3C677875F46A6EB6F54493FE52F1416F1C4F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C73AC67D7A932D1CC82565AF7D73C19E75FDC061
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.88.3.138
ReturnHeader/FilingSecurityInformation/IPDt02017-06-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:50:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363996792
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROOKWEINER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0125 S WACKER DRIVE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03126290900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID WEINBERG
ReturnHeader/ReturnTs02017-06-28T14:13:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,659
Liabilities
$0
Net assets
$20,659
Revenue
$3,395
Expenses
$6,560
Net income
-$3,165
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$2.14$2.14
2022Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.00$8.31$8.31
2021Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$6.09$6.92$0.83
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.3$0.00$11.3$1.75$4.52$2.77
2019Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$6.83$8.74$1.91
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.0$0.00$16.0$5.89$9.35$3.46
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.4$0.00$19.4$4.87$6.11$1.24
2016Detailed filing. Detailed filing data is available for this year.$20.7$0.00$20.7$3.40$6.56$3.17
2015Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$0.64$8.41$7.77
2013Detailed filing. Detailed filing data is available for this year.$31.3$0.00$31.3$0.00$13.0$13.0
2012Detailed filing. Detailed filing data is available for this year.$44.3$0.00$44.3$11.3