Civic Intelligence

The Heimerdinger Foundation Inc.

990 • Fiscal year 2017 • EIN 45-4049547

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

4004 Hillsboro Pike Room 223-BNashville, TN 37215

(615) 241-0246

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

64th percentile

0.01x

Higher debt load relative to revenue than 64% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

79th percentile

33%

Faster asset growth than 79% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

86th percentile

51%

Faster revenue growth than 86% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$289,075

Up $71,376 (+33%) from 2016

Net Assets

Up

$285,980

Up $71,207 (+33%) from 2016

Liabilities

Up

$3,095

Up $169 (+5.8%) from 2016

Revenue

Up

$307,798

Up $103,514 (+51%) from 2016

Expenses

Up

$236,591

Up $65,091 (+38%) from 2016

Net Income

Up

$71,207

Up $38,423 (+117%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2012: $89,050Liabilities 2012: $02012Assets 2013: $103,978Liabilities 2013: $6402013Assets 2014: $141,918Liabilities 2014: $1,985Net Assets 2014: $139,9332014Assets 2015: $183,163Liabilities 2015: $1,174Net Assets 2015: $181,9892015Assets 2016: $217,699Liabilities 2016: $2,926Net Assets 2016: $214,7732016Assets 2017: $289,075Liabilities 2017: $3,095Net Assets 2017: $285,9802017Assets 2018: $334,859Liabilities 2018: $2,302Net Assets 2018: $332,5572018Assets 2019: $389,595Liabilities 2019: $3,823Net Assets 2019: $385,7722019Assets 2020: $466,206Liabilities 2020: $57,987Net Assets 2020: $408,2192020Assets 2021: $512,701Liabilities 2021: $16,198Net Assets 2021: $496,5032021Assets 2022: $1,410,839Liabilities 2022: $287,115Net Assets 2022: $1,123,7242022Assets 2023: $1,404,144Liabilities 2023: $260,876Net Assets 2023: $1,143,2682023Assets 2024: $1,449,501Liabilities 2024: $182,952Net Assets 2024: $1,266,5492024

Highlighted filing

2017

Assets$289,075
Liabilities$3,095
Net Assets$285,980

Operations Trend

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

$1.5M$1.0M$500K$0Revenue 2012: $103,652Expenses 2012: $14,602Net Income 2012: $89,0502012Revenue 2013: $138,698Expenses 2013: $124,410Net Income 2013: $14,2882013Revenue 2014: $151,921Expenses 2014: $115,326Net Income 2014: $36,5952014Revenue 2015: $204,043Expenses 2015: $161,987Net Income 2015: $42,0562015Revenue 2016: $204,284Expenses 2016: $171,500Net Income 2016: $32,7842016Revenue 2017: $307,798Expenses 2017: $236,591Net Income 2017: $71,2072017Revenue 2018: $392,335Expenses 2018: $349,438Net Income 2018: $42,8972018Revenue 2019: $359,220Expenses 2019: $306,369Net Income 2019: $52,8512019Revenue 2020: $351,650Expenses 2020: $330,229Net Income 2020: $21,4212020Revenue 2021: $500,690Expenses 2021: $463,388Net Income 2021: $37,3022021Revenue 2022: $1,159,491Expenses 2022: $531,344Net Income 2022: $628,1472022Revenue 2023: $593,851Expenses 2023: $574,307Net Income 2023: $19,5442023Revenue 2024: $760,573Expenses 2024: $643,020Net Income 2024: $117,5532024

Highlighted filing

2017

Revenue$307,798
Expenses$236,591
Net Income$71,207
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.3
Gross Receipts
$346,712
Mission and Program Overview

Mission

We are dedicated to raising awareness in our community about healthy lifestyles and nourishing meal preparation. We strive to be a resource for those undergoing cancer treatments by providing guidance, support and delicious organic meals.

We are dedicated to raising awareness in our community about healthy lifestyles and nourishing meal preparation. We strive to be a resource for those undergoing cancer treatments by providing guidance, support, meals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$119,257$219,854▲ $100,597
Savings and Temporary Cash Investments$92,232$62,297▼ $29,935
Land, Buildings, and Equipment, Net$808$6,924▲ $6,116
Total Assets$217,699$289,075▲ $71,376
Other Assets Total$5,402--
Liabilities
Other Liabilities$2,926$3,095▲ $169
Total Liabilities$2,926$3,095▲ $169
Net Assets / Fund Balance
Unrestricted Net Assets$214,773$285,980▲ $71,207
Total Net Assets Fund Balance$214,773$285,980▲ $71,207
Total Liabilities and Net Assets / Fund Balance$217,699$289,075▲ $71,376

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,924$11,928$18,852
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kathie HeimerdingerPresident
Chris WobensmithDirector
Gwen McCoyDirector
Jessica ThomasDirector
Lynda DavenportDirector
Mark LombardiDirector
Thomas FoxDirector
Judith A MedfordSecretary
Wade WeaverTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$312,627
Program Service Revenue
$310
Investment Income
$768
Other Revenue
$-5,907
All Other Contributions
$168,990
Change in Net Assets
$71,207

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table23$40,991Auction Value
Other Non Cash Contri Table69$26,499Auction Value
Other Non Cash Contri Table59$6,385Auction Value
Other Non Cash Contri Table19$1,853Auction Value
Total Noncash Contributions170$75,728-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$147,179
Other Expenses$74,062
Professional Fundraising Fees$15,350
Total Fundraising Expense$15,350
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$83,116$52,400-$135,516
Fees for Services Professional Fundraising--$15,350$15,350
Payroll Taxes$7,438$4,225-$11,663
Occupancy$338$6,946-$7,284
Information Technology$3,020$3,119-$6,139
Office Expenses$646$3,787-$4,433
Other Expenses$1,389$2,224-$3,613
Fees for Services Legal$210$3,138-$3,348
Fees for Services Accounting-$3,000-$3,000
Insurance$958$1,802-$2,760
Advertising-$2,508-$2,508
Fees for Services Management-$1,500-$1,500
All Other Expenses$5$1,354-$1,359
Depreciation Depletion-$323-$323
Total Functional Expenses$134,034$87,207$15,350$236,591
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$38,914
Fundraising Gross Income$33,007
Professional Fundraising Fees$15,350

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Drive 4 Dinger$154,206$27,609$15,962$11,647
Music 4 Meals$22,438$5,398$1,493$3,905
Total Events$176,644$33,007$38,914$-5,907
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$3,095
Payroll Withholdings-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The organization reviews the 990 form at a board meeting prior to submitting to the IRS.

Form 990, Part VI, Section B, Line 12C

The organization enforced compliance with its conflict of interest policy by reviewing it at board meetings.

Form 990, Part VI, Section B, Line 15B

The organization uses a compensation survey and an approval by the board to establish the compensation of current employees.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financials statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Heimerdinger Foundation Inc
EIN
45-4049547
Phone
6152410246
Address
4004 Hillsboro Pike Room 223-B, Nashville, TN 37215

Signing Officer

Name
Judith A Medford
Title
Secretary
Signed
2018-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathie Heimerdinger
Formed
2011
Legal Domicile
Tn
Voting Board Members
9
Independent Board Members
9
Employees
6
Volunteers
290

Preparer

Firm
Foundation Group Inc
Address
1321 Murfreesboro Pike Ste 610, Nashville, TN 37217
Preparer
William G McRay
Phone
6153619445
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