Civic Intelligence

Heenan Foundation Inc.

990PF • Fiscal year 2019 • EIN 41-1718396

Jun 01, 2018 to May 31, 2019 • Filed on Nov 06, 2019

Organization Profile
8100 Russel Avenue South Unit 307Bloomington, MN 55431

(952) 844-9041

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

9th percentile

-61%

Higher net margin than 9% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

35th percentile

-4.8%

Faster asset growth than 35% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

92nd percentile

94%

Faster revenue growth than 92% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$104,277

Down $5,225 (-4.8%) from 2018

Net Assets

Down

$104,277

Down $5,225 (-4.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin9th percentile

Revenue

Up

$4,583

Up $2,226 (+94%) from 2018

Expenses

Up

$7,392

Up $6,062 (+456%) from 2018

Net Income

Down

-$2,809

Down $3,836 (-374%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$150K$100K$50K$0Assets 2011: $117,560Liabilities 2011: $10,000Net Assets 2011: $107,5602011Assets 2012: $105,235Liabilities 2012: $0Net Assets 2012: $105,2352012Assets 2013: $111,813Liabilities 2013: $1Net Assets 2013: $111,8132013Assets 2014: $104,757Liabilities 2014: $1Net Assets 2014: $104,7572014Assets 2015: $105,124Liabilities 2015: $1Net Assets 2015: $105,1242015Assets 2016: $105,351Liabilities 2016: $1Net Assets 2016: $105,3512016Assets 2017: $106,215Liabilities 2017: $0Net Assets 2017: $106,2152017Assets 2018: $109,502Liabilities 2018: $0Net Assets 2018: $109,5022018Assets 2019: $104,277Liabilities 2019: $0Net Assets 2019: $104,2772019Assets 2020: $91,990Liabilities 2020: $02020Assets 2021: $114,250Liabilities 2021: $0Net Assets 2021: $114,2502021Assets 2022: $101,145Liabilities 2022: $1Net Assets 2022: $101,1452022Assets 2023: $108,498Liabilities 2023: $1Net Assets 2023: $108,4982023Assets 2024: $121,928Liabilities 2024: $0Net Assets 2024: $121,9282024

Highlighted filing

2019

Assets$104,277
Liabilities$0
Net Assets$104,277
Open 2019 Filing

Operations Trend

Revenue Growth92nd percentile

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

$30K$20K$10K$0-$10KExpenses 2011: $6,8402011Expenses 2012: $14,8482012Revenue 2013: $7,266Expenses 2013: $4,136Net Income 2013: $3,1302013Revenue 2014: $8,938Expenses 2014: $11,252Net Income 2014: -$2,3142014Revenue 2015: $1,952Expenses 2015: $3,351Net Income 2015: -$1,3992015Revenue 2016: $1,965Expenses 2016: $3,240Net Income 2016: -$1,2752016Revenue 2017: $2,068Expenses 2017: $7,065Net Income 2017: -$4,9972017Revenue 2018: $2,357Expenses 2018: $1,330Net Income 2018: $1,0272018Revenue 2019: $4,583Expenses 2019: $7,392Net Income 2019: -$2,8092019Revenue 2020: $1,866Expenses 2020: $10,950Net Income 2020: -$9,0842020Revenue 2021: $4,236Expenses 2021: $2,729Net Income 2021: $1,5072021Revenue 2022: $3,563Expenses 2022: $2,623Net Income 2022: $9402022Revenue 2023: $3,887Expenses 2023: $8,016Net Income 2023: -$4,1292023Revenue 2024: $20,962Expenses 2024: $7,532Net Income 2024: $13,4302024

Highlighted filing

2019

Revenue$4,583
Expenses$7,392
Net Income-$2,809
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Nov 6, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE HEENANChairmanPT$0--
LUCILLE HEENANVice President/TreasurerPT$0--
SUSAN SKINNERSecretaryPT$0--
LYNDA ALVASHEREVice President-$0--
Filing and Contact Details

Filer

Filer Name
The Heenan Foundation
EIN
41-1718396
Phone
9528449041
Address
8100 Russel Avenue South Unit 307, Bloomington, MN 55431

Signing Officer

Name
George Heenan
Title
Officer
Signed
2019-11-06
Discuss with paid preparer
Yes

Preparer

Firm
SBI Tax and Financial Services Inc
Address
8120 Penn Avenue South Suite 140, Bloomington, MN 55431
Preparer
Donald J Adamek
Phone
9528815755
Raw XML Appendix327 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
AccountingFeesSchedule/AccountingFeesDetail/Amt0500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt018793
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt117366
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25418
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt37152
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt414068
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt54892
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt615730
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt712092
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt87915
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DFA FIVE YEAR GLBL FIXED DFGBX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1DFA ONE YEAR FIXED INCM DFIHX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2DFA EMERGING MKTS VALUE DFEVX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3DFA INTL SMALL CO PORT DFISX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4DFA INTL VALUE PORT DFIVX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5DFA REAL ESTATE DFREX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6DFA US CORE EQTY 1 PORT DFEOX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7DFA US LARGE CAP VALUE DFLVX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8DFA US SMALL CAP PORT DFSTX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt018793
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt117366
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25418
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt37152
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt414068
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt54892
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt615730
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt712092
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt87915
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt02821
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01744
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt04583
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04583
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01744
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt06100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt06100
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02821
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02821
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-2809
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01744
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt018
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt018
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01744
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04583
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0792
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt06100
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt07392
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04583
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04583
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01744
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt039
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2809
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02416
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0106693
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0109502
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0104277
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04979
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04979
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04979
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05025
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt046
IRS990PF/DistributableAmountGrp/TotalTaxAmt046
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt046
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt046
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt046
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt046
IRS990PF/FMVAssetsEOYAmt0104277
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt019093
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt067582
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0103426
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0103426
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt022827
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0851
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0851
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0109502
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0104277
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0104277
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0109502
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0104277
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0109502
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0104277
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0109502
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0104277
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0102035
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt013988
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt088047
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01531
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05025
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0100504
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0102035
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0005.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2005.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3002.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GEORGE HEENAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LUCILLE HEENAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SUSAN SKINNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3LYNDA ALVASHERE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt08100 Russel Avenue South Unit 307
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt18100 Russel Avenue South Unit 307
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt28100 Russel Avenue South Unit 307
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt38100 Russel Avenue South Unit 307
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BLOOMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BLOOMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BLOOMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3BLOOMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd055431
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd155431
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd255431
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd355431
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt03754
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt03800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0644
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt05300
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01595
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt02530
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt09700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt0000.037353
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt0000.006062
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt0000.049899
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt0000.015387
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt0000.024476
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt0000.090942
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt046
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0100504
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0106241
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0106215
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0103659
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0103367
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0106661
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt06100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt0000.186766
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt06054
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt06100
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt046
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt06100
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt14
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt28
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INVESTMENT INCOME ALLOWS FOUNDATION TO SUPPORT CHARITABLE ACTIVITIES
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1INVESTMENT INCOME ALLOWS FOUNDATION TO SUPPORT CHARITABLE ACTIVITIES
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2INVESTMENT INCOME ALLOWS FOUNDATION TO SUPPORT CHARITABLE ACTIVITIES
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/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/AddressLine1Txt08100 RUSSELL AVE S UNIT 307
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BLOOMINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd055431
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum09528849041
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PROVIDED FUNDING FOR A CHURCH ACTIVITY
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN REQUEST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SUSAN SKINNER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09528849041
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt08100 Russel Ave S
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BLOOMINGTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd055431
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT OPERATIONS TO FEED THE HUNGRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT MAYO CLINIC PROGRAMS IN PATIENT CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHURCH OF ST EDWARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1VEAP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MAYO CLINIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt09401 NESBITT AVENUE SOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt19600 Aldrich Avenue South
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2200 First Street SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BLOOMINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BLOOMINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055437
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd155420
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd255905
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06100
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/AppliedToCurrentYearAmt04979
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt075
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04979
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04546
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04546
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01046
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01046
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01046
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05592
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04546
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt075
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt019093
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0VALUATION ADJUSTMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02416
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0net change in unrealized gains/losses
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0792
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEE
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0George Heenan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Heenan Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HEEN
ReturnHeader/Filer/EIN0411718396
ReturnHeader/Filer/PhoneNum09528449041
ReturnHeader/Filer/USAddress/AddressLine1Txt08100 Russel Avenue South Unit 307
ReturnHeader/Filer/USAddress/CityNm0Bloomington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055431
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0ADFFAD7519EA7862186E9F3DF67D0EC38180BCE8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04DDCAF5AADD7F418E1D4103D63BB21FBCD25C6F2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.242.43.155
ReturnHeader/FilingSecurityInformation/IPDt02019-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:21:12
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SBI Tax and Financial Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08120 Penn Avenue South Suite 140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bloomington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055431
ReturnHeader/PreparerPersonGrp/PhoneNum09528815755
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Donald J Adamek
ReturnHeader/ReturnTs02019-11-06T04:55:12-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-06-01
ReturnHeader/TaxPeriodEndDt02019-05-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$104,277
Liabilities
$0
Net assets
$104,277
Revenue
$4,583
Expenses
$7,392
Net income
-$2,809
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.21$0.08$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.04$0.08$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.04$0.03$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.04$0.03$0.02
2020Summary only. Only limited summary data is available for this year.$0.92$0.00$0.02$0.11$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.05$0.07$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.02$0.01$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.02$0.07$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.02$0.03$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.02$0.03$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.09$0.11$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.07$0.04$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.15
2011Detailed filing. Detailed filing data is available for this year.$1.18$0.10$1.08$0.07