Civic Intelligence

Bruce & Sandy Heerema Charitable Foundation

990PF • Fiscal year 2022 • EIN 39-1910689

Jan 01, 2022 to Dec 31, 2022 • Filed on May 09, 2023

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

41st percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

41st percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

6th percentile

-152%

Higher net margin than 6% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

22nd percentile

-9.0%

Faster asset growth than 22% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

37th percentile

-4.2%

Faster revenue growth than 37% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$516,230

Down $50,748 (-9.0%) from 2021

Net Assets

Down

$516,230

Down $50,748 (-9.0%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin6th percentile

Revenue

Down

$33,437

Down $1,464 (-4.2%) from 2021

Expenses

Up

$84,185

Up $57,658 (+217%) from 2021

Net Income

Down

-$50,748

Down $59,122 (-706%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2022

Assets$516,230
Liabilities$1
Net Assets$516,230
Open 2022 Filing

Operations Trend

Revenue Growth37th 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

2022

Revenue$33,437
Expenses$84,185
Net Income-$50,748
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 9, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay57th 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
2023-05-09

Preparer

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

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0605
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2WELLS FARGO CLEARING SERVICES LLC
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt083343
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0272
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SANDY HEEREMA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1M TIMOTHY HEEREMA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2STEVEN HEEREMA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21111 SUNSET AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PELLA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PELLA
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4SHOCK & AWE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0709 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1611 FRANKLIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2419 E OSKALOOSA ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32306 S 3RD AVE E
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 61
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PELLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PELLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PELLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEWTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ADA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050219
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd150219
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd250219
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd350208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd456510
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt082500
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/AppliedToCurrentYearAmt028060
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028060
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0117817
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0121408
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt041786
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt097050
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt097050
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0336294
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt055283
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0117817
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0121408
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt041786
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt083343
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt055283
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0433344
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0378061
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt0475
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0238
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0237
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDY HEEREMA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06416282351
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-09
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02023-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WENDY L SIMS CPA
ReturnHeader/ReturnTs02023-05-15T10:32:43-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SANDY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HEEREMA
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$516,230
Liabilities
$1
Net assets
$516,230
Revenue
$33,437
Expenses
$84,185
Net income
-$50,748
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