Civic Intelligence

Bruce & Sandy Heerema Charitable Foundation

990PF • Fiscal year 2021 • EIN 39-1910689

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 25, 2022

Organization Profile
700 Main Street Suite 301Pella, IA 50219

(641) 628-2351

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

41st percentile

0.00x

Higher debt load relative to revenue than 41% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

65th percentile

24%

Higher net margin than 65% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

35th percentile

1.5%

Faster asset growth than 35% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

9th percentile

-40%

Faster revenue growth than 9% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$566,978

Up $8,374 (+1.5%) from 2020

Net Assets

Up

$566,978

Up $8,374 (+1.5%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin65th percentile

Revenue

Down

$34,901

Down $23,585 (-40%) from 2020

Expenses

Down

$26,527

Down $127,386 (-83%) from 2020

Net Income

Up

$8,374

Up $103,801 (+109%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$1.0M$500K$0Assets 2011: $428,520Liabilities 2011: $0Net Assets 2011: $428,5202011Assets 2012: $544,841Liabilities 2012: $12012Assets 2013: $931,467Liabilities 2013: $1Net Assets 2013: $931,4672013Assets 2014: $783,553Liabilities 2014: $1Net Assets 2014: $783,5532014Assets 2015: $751,422Liabilities 2015: $1Net Assets 2015: $751,4222015Assets 2016: $678,797Liabilities 2016: $0Net Assets 2016: $678,7972016Assets 2017: $618,067Liabilities 2017: $0Net Assets 2017: $618,0672017Assets 2018: $714,841Liabilities 2018: $0Net Assets 2018: $714,8412018Assets 2019: $654,031Liabilities 2019: $1Net Assets 2019: $654,0312019Assets 2020: $558,604Liabilities 2020: $1Net Assets 2020: $558,6042020Assets 2021: $566,978Liabilities 2021: $1Net Assets 2021: $566,9782021Assets 2022: $516,230Liabilities 2022: $1Net Assets 2022: $516,2302022Assets 2023: $477,547Liabilities 2023: $1Net Assets 2023: $477,5472023Assets 2024: $495,909Liabilities 2024: $0Net Assets 2024: $495,9092024

Highlighted filing

2021

Assets$566,978
Liabilities$1
Net Assets$566,978
Open 2021 Filing

Operations Trend

Revenue Growth9th percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $96,9962011Revenue 2012: $286,403Expenses 2012: $170,082Net Income 2012: $116,3212012Revenue 2013: $594,638Expenses 2013: $208,012Net Income 2013: $386,6262013Revenue 2014: $27,707Expenses 2014: $175,621Net Income 2014: -$147,9142014Revenue 2015: $57,728Expenses 2015: $89,859Net Income 2015: -$32,1312015Revenue 2016: $146,436Expenses 2016: $219,061Net Income 2016: -$72,6252016Revenue 2017: $75,409Expenses 2017: $136,139Net Income 2017: -$60,7302017Revenue 2018: $181,834Expenses 2018: $85,060Net Income 2018: $96,7742018Revenue 2019: $101,018Expenses 2019: $161,828Net Income 2019: -$60,8102019Revenue 2020: $58,486Expenses 2020: $153,913Net Income 2020: -$95,4272020Revenue 2021: $34,901Expenses 2021: $26,527Net Income 2021: $8,3742021Revenue 2022: $33,437Expenses 2022: $84,185Net Income 2022: -$50,7482022Revenue 2023: $21,114Expenses 2023: $59,797Net Income 2023: -$38,6832023Revenue 2024: $45,322Expenses 2024: $26,960Net Income 2024: $18,3622024

Highlighted filing

2021

Revenue$34,901
Expenses$26,527
Net Income$8,374
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 25, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDY HEEREMAPresident-$0--
M TIMOTHY HEEREMADirector-$0--
STEVEN HEEREMADirector-$0--
Filing and Contact Details

Filer

Filer Name
Bruce & Sandy Heerema Charitable Fo
EIN
39-1910689
Phone
6416282351
Address
700 MAIN STREET SUITE 301, PELLA, IA 50219

Signing Officer

Name
Sandy Heerema
Title
President
Phone
6416282351
Signed
2022-04-25

Preparer

Firm
Welgaard Cpas and Advisors
Address
916 W 16TH ST, PELLA, IA 50219-7918
Preparer
Wendy L Sims CPA
Phone
6416284521
Raw XML Appendix248 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.

Path#Value
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0641112
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt019594
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0475
IRS990PF/FMVAssetsEOYAmt0653836
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0126424
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt010532
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt034581
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0691623
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1M TIMOTHY HEEREMA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2STEVEN HEEREMA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt025764
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt025764
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SANDY HEEREMA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06416282351
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PELLA OPERA HOUSE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NP
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0117817
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0121408
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt041786
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt097050
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025764
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0546971
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0555313
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt0477
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0239
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0238
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDY HEEREMA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06416282351
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRUCE & SANDY HEEREMA CHARITABLE FO
ReturnHeader/Filer/BusinessNameControlTxt0BRUC
ReturnHeader/Filer/EIN0391910689
ReturnHeader/Filer/PhoneNum06416282351
ReturnHeader/Filer/USAddress/AddressLine1Txt0700 MAIN STREET SUITE 301
ReturnHeader/Filer/USAddress/CityNm0PELLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050219
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421130301
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WELGAARD CPAS AND ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0916 W 16TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PELLA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0502197918
ReturnHeader/PreparerPersonGrp/PhoneNum06416284521
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WENDY L SIMS CPA
ReturnHeader/ReturnTs02022-05-02T14:27:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SANDY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HEEREMA
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$566,978
Liabilities
$1
Net assets
$566,978
Revenue
$34,901
Expenses
$26,527
Net income
$8,374
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.45$0.27$0.18
2023Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.21$0.60$0.39
2022Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$0.33$0.84$0.51
2021Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$0.35$0.27$0.08
2020Detailed filing. Detailed filing data is available for this year.$5.59$0.00$5.59$0.58$1.54$0.95
2019Detailed filing. Detailed filing data is available for this year.$6.54$0.00$6.54$1.01$1.62$0.61
2018Detailed filing. Detailed filing data is available for this year.$7.15$0.00$7.15$1.82$0.85$0.97
2017Detailed filing. Detailed filing data is available for this year.$6.18$0.00$6.18$0.75$1.36$0.61
2016Detailed filing. Detailed filing data is available for this year.$6.79$0.00$6.79$1.46$2.19$0.73
2015Detailed filing. Detailed filing data is available for this year.$7.51$0.00$7.51$0.58$0.90$0.32
2014Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.28$1.76$1.48
2013Detailed filing. Detailed filing data is available for this year.$9.31$0.00$9.31$5.95$2.08$3.87
2012Summary only. Only limited summary data is available for this year.$5.45$0.00$2.86$1.70$1.16
2011Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.97