Civic Intelligence

Heenan Foundation Inc.

990PF • Fiscal year 2021 • EIN 41-1718396

Jun 01, 2020 to May 31, 2021 • Filed on Oct 04, 2021

Organization Profile
5520 Ballington Road NW Room 1024Rochester, MN 55901

(952) 844-9041

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$114,051

Up $22,061 (+24%) from 2020

Net Assets

$114,051

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2020

Revenue And Expenses

Revenue

Up

$2,919

Up $1,053 (+56%) from 2020

Expenses

Down

$7,069

Down $3,881 (-35%) from 2020

Net Income

Up

-$4,150

Up $4,934 (+54%) from 2020

Historical Trend

Balance Sheet Trend

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: $114,051Liabilities 2021: $1Net Assets 2021: $114,0512021Assets 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

2021

Assets$114,051
Liabilities$1
Net Assets$114,051
Open 2021 Filing

Operations Trend

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: $2,919Expenses 2021: $7,069Net Income 2021: -$4,1502021Revenue 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

2021

Revenue$2,919
Expenses$7,069
Net Income-$4,150
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Oct 4, 2021
Return Version
2020v4.1
Compensation and Service Providers

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
5520 Ballington Road NW Room 1024, Rochester, MN 55901

Signing Officer

Name
George Heenan
Title
Chairman
Signed
2021-10-04
Discuss with paid preparer
Yes

Preparer

Firm
SBI Tax and Financial Services Inc
Address
8120 Penn Ave S Suite 115, Bloomington, MN 55431
Preparer
Donald J Adamek
Phone
9528815755
Raw XML Appendix296 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055437
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd155905
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06000
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/AppliedToCurrentYearAmt05069
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05069
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04599
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01046
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06576
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0931
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04599
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01046
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0931
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06576
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05645
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MINNESOTA CHARITABLE ORG ANNUAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherIncreasesSchedule/OtherIncreasesDetail/Amt026211
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0net change in unrealized gains/losses
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01012
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01012
TaxesSchedule/TaxesDetail/Amt032
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX BASED ON INVESTMENT INCOME
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE HEENAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Heenan Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HEEN
ReturnHeader/Filer/EIN0411718396
ReturnHeader/Filer/PhoneNum09528449041
ReturnHeader/Filer/USAddress/AddressLine1Txt05520 Ballington Road NW Room 1024
ReturnHeader/Filer/USAddress/CityNm0Rochester
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055901
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SBI Tax and Financial Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08120 Penn Ave S Suite 115
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bloomington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055431
ReturnHeader/PreparerPersonGrp/PhoneNum09528815755
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Donald J Adamek
ReturnHeader/ReturnTs02021-10-04T10:59:21-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0George
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Heenan
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$114,051
Liabilities
$1
Net assets
$114,051
Revenue
$2,919
Expenses
$7,069
Net income
-$4,150
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
2021Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.03$0.07$0.04
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