Civic Intelligence

Heil Family Foundation

EIN 39-6713764 • Milwaukee, WI

C/O Argent Trust CO 115 S 84 St SteMilwaukee, WI 53214
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

7th percentile

-69%

Higher net margin than 7% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

11th percentile

-14%

Faster asset growth than 11% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

123%

Faster revenue growth than 89% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$2,403,338

Down $392,637 (-14%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$2,403,338

Down $392,637 (-14%) from 2023

Revenue

Up

$545,646

Up $300,440 (+123%) from 2023

Expenses

Up

$921,020

Up $262,332 (+40%) from 2023

Net Income

Up

-$375,374

Up $38,108 (+9.2%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,164,514Liabilities 2011: $02011Assets 2012: $4,734,278Liabilities 2012: $02012Assets 2013: $4,116,168Liabilities 2013: $02013Assets 2014: $3,804,011Liabilities 2014: $02014Assets 2015: $3,739,903Liabilities 2015: $1Net Assets 2015: $3,739,9032015Assets 2016: $3,355,061Liabilities 2016: $0Net Assets 2016: $3,355,0612016Assets 2017: $3,033,665Liabilities 2017: $0Net Assets 2017: $3,033,6652017Assets 2018: $2,900,621Liabilities 2018: $300Net Assets 2018: $2,900,3212018Assets 2019: $2,787,954Liabilities 2019: $300Net Assets 2019: $2,787,6542019Assets 2020: $3,200,605Liabilities 2020: $300Net Assets 2020: $3,200,3052020Assets 2021: $2,776,708Liabilities 2021: $300Net Assets 2021: $2,776,4082021Assets 2022: $3,193,627Liabilities 2022: $300Net Assets 2022: $3,193,3272022Assets 2023: $2,795,975Liabilities 2023: $1Net Assets 2023: $2,795,9752023Assets 2024: $2,403,338Liabilities 2024: $0Net Assets 2024: $2,403,3382024

Highlighted filing

2024

Assets$2,403,338
Liabilities$0
Net Assets$2,403,338

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $114,828Expenses 2011: $218,049Net Income 2011: -$103,2212011Revenue 2012: $2,087,918Expenses 2012: $524,331Net Income 2012: $1,563,5872012Revenue 2013: $110,177Expenses 2013: $723,899Net Income 2013: -$613,7222013Revenue 2014: $281,485Expenses 2014: $593,760Net Income 2014: -$312,2752014Revenue 2015: $390,137Expenses 2015: $470,690Net Income 2015: -$80,5532015Revenue 2016: $50,561Expenses 2016: $438,292Net Income 2016: -$387,7312016Revenue 2017: $222,031Expenses 2017: $541,373Net Income 2017: -$319,3422017Revenue 2018: $570,075Expenses 2018: $710,041Net Income 2018: -$139,9662018Revenue 2019: $534,444Expenses 2019: $644,339Net Income 2019: -$109,8952019Revenue 2020: $1,105,091Expenses 2020: $692,441Net Income 2020: $412,6502020Revenue 2021: $438,120Expenses 2021: $862,019Net Income 2021: -$423,8992021Revenue 2022: $1,309,387Expenses 2022: $894,739Net Income 2022: $414,6482022Revenue 2023: $245,206Expenses 2023: $658,688Net Income 2023: -$413,4822023Revenue 2024: $545,646Expenses 2024: $921,020Net Income 2024: -$375,3742024

Highlighted filing

2024

Revenue$545,646
Expenses$921,020
Net Income-$375,374

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.55$0.92$0.38
2023Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.25$0.66$0.41
2022Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$1.31$0.89$0.41
2021Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.44$0.86$0.42
2020Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$1.11$0.69$0.41
2019Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.53$0.64$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.57$0.71$0.14
2017Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.22$0.54$0.32
2016Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.05$0.44$0.39
2015Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.39$0.47$0.08
2014Summary only. Only limited summary data is available for this year.$3.80$0.00$0.28$0.59$0.31
2013Summary only. Only limited summary data is available for this year.$4.12$0.00$0.11$0.72$0.61
2012Summary only. Only limited summary data is available for this year.$4.73$0.00$2.09$0.52$1.56
2011Summary only. Only limited summary data is available for this year.$3.16$0.00$0.11$0.22$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERINE HEILTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Heil Family Foundation
EIN
39-6713764
Phone
4148753224
Address
C/O ARGENT TRUST CO 115 S 84 ST STE, MILWAUKEE, WI 53214

Signing Officer

Name
Katherine Heil
Title
Trustee
Phone
4148753224
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Shelley Moy
Phone
3128792000
Raw XML Appendix346 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/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/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0N16 W23217 STONE RIDGE DR STE 310
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WAUKESHA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053188
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PROVIDENT TRUST CO-MAX GREFIG
IRS990PF/StatementsRegardingActyGrp/PhoneNum02625212332
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0875050
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053201
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0875050
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/AppliedToCurrentYearAmt0343586
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0343586
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0295877
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0496407
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0371219
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0322896
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0265468
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0265468
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02018468
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0532069
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0295877
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0496407
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0371219
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0322896
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0875655
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0532069
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02283936
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01751867
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt023776
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUALS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt05032
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt05032
OtherDecreasesSchedule/OtherDecreasesDetail/Amt018743
OtherDecreasesSchedule/OtherDecreasesDetail/Amt13
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CHANGE OF INCOME ACCRUAL
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MNGMNT FEES (DEDUCT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMNT MNGMNT FEES (NON-DED
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER EXPENSE (NON-DEDUCTIBLE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt017705
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt117705
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt271
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt017705
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt117705
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt271
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03637
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01483
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INCOME TIMING ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt02515
TaxesSchedule/TaxesDetail/Amt17369
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02515
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE HEIL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04148753224
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEIL FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HEIL
ReturnHeader/Filer/EIN0396713764
ReturnHeader/Filer/PhoneNum04148753224
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O ARGENT TRUST CO 115 S 84 ST STE
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053214
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 N WACKER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03128792000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHELLEY MOY
ReturnHeader/ReturnTs02025-05-13T23:01:21-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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