Civic Intelligence

The Heath Foundation

990PF • Fiscal year 2017 • EIN 41-2083565

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

94th percentile

0.65x

Higher debt load relative to revenue than 94% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

62nd percentile

9.0%

Higher net margin than 62% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Revenue Growth

7th percentile

-58%

Faster revenue growth than 7% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

-$2

Down $127 (-102%) from 2016

Net Assets

Up

-$29,862

Up $4,121 (+12%) from 2016

Liabilities

Down

$29,860

Down $4,248 (-12%) from 2016

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin62nd percentile

Revenue

Down

$45,665

Down $62,741 (-58%) from 2016

Expenses

Down

$41,544

Down $70,120 (-63%) from 2016

Net Income

Up

$4,121

Up $7,379 (+226%) from 2016

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2017

Assets-$2
Liabilities$29,860
Net Assets-$29,862
Open 2017 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

2017

Revenue$45,665
Expenses$41,544
Net Income$4,121
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th 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
2018-11-15
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 Appendix259 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/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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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMRS HEATH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HEATH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HEAT
ReturnHeader/Filer/EIN0412083565
ReturnHeader/Filer/PhoneNum05054679711
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ReturnHeader/Filer/USAddress/CityNm0SANTA FE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087508
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0850370371
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/ReturnTs02018-11-15T08:06:17-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-$2
Liabilities
$29,860
Net assets
-$29,862
Revenue
$45,665
Expenses
$41,544
Net income
$4,121
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