Civic Intelligence

The Heath Foundation

990PF • Fiscal year 2015 • EIN 41-2083565

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

Organization Profile
51 Little BluestemSanta Fe, NM 87508

(505) 467-9711

Siviq Scores

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

Liabilities / Assets

99th percentile

4.64x

Higher debt load relative to assets than 99% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

84th percentile

0.12x

Higher debt load relative to revenue than 84% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

29th percentile

-7.5%

Higher net margin than 29% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

92nd percentile

$44,502

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 13.9% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

8th percentile

-50%

Faster asset growth than 8% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

6th percentile

-69%

Faster revenue growth than 6% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$8,430

Down $8,470 (-50%) from 2014

Net Assets

Down

-$30,725

Down $23,903 (-350%) from 2014

Liabilities

Up

$39,155

Up $15,433 (+65%) from 2014

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin29th percentile

Revenue

Down

$319,339

Down $695,985 (-69%) from 2014

Expenses

Down

$343,242

Down $656,433 (-66%) from 2014

Net Income

Down

-$23,903

Down $39,552 (-253%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$40K$20K$0-$20K-$40KAssets 2014: $16,900Liabilities 2014: $23,722Net Assets 2014: -$6,8222014Assets 2015: $8,430Liabilities 2015: $39,155Net Assets 2015: -$30,7252015Assets 2016: $125Liabilities 2016: $34,108Net Assets 2016: -$33,9832016Assets 2017: -$2Liabilities 2017: $29,860Net Assets 2017: -$29,8622017

Highlighted filing

2015

Assets$8,430
Liabilities$39,155
Net Assets-$30,725
Open 2015 Filing

Operations Trend

Revenue Growth6th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2014: $1,015,324Expenses 2014: $999,675Net Income 2014: $15,6492014Revenue 2015: $319,339Expenses 2015: $343,242Net Income 2015: -$23,9032015Revenue 2016: $108,406Expenses 2016: $111,664Net Income 2016: -$3,2582016Revenue 2017: $45,665Expenses 2017: $41,544Net Income 2017: $4,1212017

Highlighted filing

2015

Revenue$319,339
Expenses$343,242
Net Income-$23,903
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES LENFESTEYExecutive DirectorFT$44,502-$44,502
JAMES A HEATHPresidentPT$14,300-$14,300
RACHEL DARNELL- HEATHTreasurer-$0--
GUNNER PLAKESecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Heath Foundation
EIN
41-2083565
Phone
5054679711
Address
51 LITTLE BLUESTEM, SANTA FE, NM 87508

Signing Officer

Name
Jamrs Heath
Title
President
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Gordon and Hale CPAs
Address
PO Box 5162, Santa Fe, NM 87502
Preparer
Jack Gordon Jr
Phone
5059820083
Raw XML Appendix305 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0DURING THE YEAR SEVERAL UNAUTHORIZED BANK ACCOUNTS WERE USED BY THE FORMER EXECUTIVE DIRECTOR AND THE FOUNDATION HAS NOT BEEN ABLE TO OBTAIN THE COMPLETE RECORDS FOR THESE ACCOUNTS AND PROPERLY RECONCILE ALL THE ACTIVITY. ACCORDINGLY, AN AMENDED RETURN WILL PROBABLY BE REQUIRED ONCE THE RECORDS HAVE BEEN OBTAINED AND UNKNOWN ACTIVITY OF ABOUT $70,000 HAS BEEN PROPERLY IDENTIFIED.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RACHEL DARNELL- HEATH
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE MISSION OF THE HEATH FOUNDATION IS TO SUPPORT A WIDE VARIETY OF COMMUNITY PROJECTS IN THE GREATER SANTA FE, NM AREA, INCLUDING PROJECTS WHICH FURTHER THE EXPANSION OF SERVICES TO THE LESS ECONOMICALLY FORTUNATE MEMEBERS OF THE COMMUNITY, AS WELL AS THE EDUCATION OF THE COMMUNITY TOWARD MORE SUSTAINABLE LIVING. SPECIFIC PROJECTS SUCH AS THE HEATHSUN PROJECT AND THE HEATHSUN CONCERT SERIES WHICH PROMOTES THAT COMMUNITY EFFORT, ARE GOOD EXAMPLES OF THE HEATH FOUNDATION MISSION.
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0THE HEATH FOUNDATION IS DEVELOPING A SOLAR PROJECT FOR THE SANTA FE COMMUNITY THAT OFFERS FREE INSTALLATION OF ROOFTOP SOLAR SYSTEMS TO CUSTOMERS AND PROVIDES FOR A DISCOUNT OFF THE CURRENT ELECTRICITY PRICE FROM THE UTILITY.
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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LegalFeesSchedule/LegalFeesGrp/CategoryTxt0legal
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt06000
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt06000
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt022866
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2255
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt31569
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt4124
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt811700
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt96525
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10519
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ARTIST
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2bank charges
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4INTERNET
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6POSTAGE / SHIPPING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7PRODUCTION COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8PROMOTIONAL LABOR
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9PROMOTIONAL SUPPLIES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt96525
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10519
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt022866
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1166779
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2255
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31569
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4124
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5636
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt675
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt756877
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt811700
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt96525
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt10519
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TICKET SALES
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0276339
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03000
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMRS HEATH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HEATH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HEAT
ReturnHeader/Filer/EIN0412083565
ReturnHeader/Filer/PhoneNum05054679711
ReturnHeader/Filer/USAddress/AddressLine1Txt051 LITTLE BLUESTEM
ReturnHeader/Filer/USAddress/CityNm0SANTA FE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087508
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gordon and Hale CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 5162
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Fe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087502
ReturnHeader/PreparerPersonGrp/PhoneNum05059820083
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACK GORDON JR
ReturnHeader/ReturnTs02016-11-15T10:14:36-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,430
Liabilities
$39,155
Net assets
-$30,725
Revenue
$319,339
Expenses
$343,242
Net income
-$23,903
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.03$0.03$0.05$0.04$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.03$0.03$0.11$0.11$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.01$0.04$0.03$0.32$0.34$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.01$1.02$1.00$0.02