Civic Intelligence

Thomas & Marilyn Heath Charitable Trust

990PF • Fiscal year 2020 • EIN 36-6848625

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 01, 2021

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

7th percentile

-158%

Higher net margin than 7% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

19th percentile

-20%

Faster asset growth than 19% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

11th percentile

-74%

Faster revenue growth than 11% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$11,278

Down $2,772 (-20%) from 2019

Net Assets

Down

$11,278

Down $2,772 (-20%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin7th percentile

Revenue

Down

$1,752

Down $5,078 (-74%) from 2019

Expenses

Down

$4,524

Down $4,218 (-48%) from 2019

Net Income

Down

-$2,772

Down $860 (-45%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2020

Assets$11,278
Liabilities$0
Net Assets$11,278
Open 2020 Filing

Operations Trend

Revenue Growth11th 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

2020

Revenue$1,752
Expenses$4,524
Net Income-$2,772
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 1, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th 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
2021-11-01
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 Appendix305 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/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0826
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0826
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07028
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07231
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03727
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04669
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05661
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05661
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt025729
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03074
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07028
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07231
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03727
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04669
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03900
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03074
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt031390
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt028316
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/Amt19
TaxesSchedule/TaxesDetail/CategoryTxt0STATE ANNUAL FEE
TaxesSchedule/TaxesDetail/CategoryTxt1BANK CHARGES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt19
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARILYN HEATH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08479453292
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-01
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/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/ReturnTs02021-11-09T14:32:37-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARILYN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HEATH
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
$11,278
Liabilities
$0
Net assets
$11,278
Revenue
$1,752
Expenses
$4,524
Net income
-$2,772
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
2020Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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