Civic Intelligence

The Heath Foundation

990PF • Fiscal year 2016 • EIN 41-2083565

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

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

100th percentile

272.86x

Higher debt load relative to assets than 100% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

90th percentile

0.31x

Higher debt load relative to revenue than 90% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

36th percentile

-3.0%

Higher net margin than 36% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

2nd percentile

-99%

Faster asset growth than 2% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

7th percentile

-66%

Faster revenue growth than 7% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets100th percentile

Assets

Down

$125

Down $8,305 (-99%) from 2015

Net Assets

Down

-$33,983

Down $3,258 (-11%) from 2015

Liabilities

Down

$34,108

Down $5,047 (-13%) from 2015

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin36th percentile

Revenue

Down

$108,406

Down $210,933 (-66%) from 2015

Expenses

Down

$111,664

Down $231,578 (-67%) from 2015

Net Income

Up

-$3,258

Up $20,645 (+86%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2016

Assets$125
Liabilities$34,108
Net Assets-$33,983
Open 2016 Filing

Operations Trend

Revenue Growth7th 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

2016

Revenue$108,406
Expenses$111,664
Net Income-$3,258
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES A HEATHPresidentPT$0--
RACHEL DARNELL- HEATHTreasurer-$0--
GUNNAR 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
2017-11-15
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
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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/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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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt038435
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt131525
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21738
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3270
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4318
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt526351
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt61938
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt7767
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt038435
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt131525
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21738
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3270
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4318
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt526351
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt61938
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7767
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TICKET SALES
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt049931
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMRS HEATH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
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/ReturnTs02017-11-15T08:17:42-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$125
Liabilities
$34,108
Net assets
-$33,983
Revenue
$108,406
Expenses
$111,664
Net income
-$3,258
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