Civic Intelligence

Josh Heinz Foundation Inc

EIN 46-5320778 • 501(c)3 • Jacksonville, FL

Profile

General charitable and educational purpose

1124 Bahia Blanca Street sJacksonville, FL 32256

joshheinzfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

3rd percentile

-862%

Higher net margin than 3% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

18th percentile

-57%

Faster asset growth than 18% of similar nonprofits.

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

Revenue Growth

11th percentile

-76%

Faster revenue growth than 11% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$51,905

Down $67,427 (-57%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

$51,905

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin3rd percentile

Revenue

Down

$7,823

Down $24,518 (-76%) from 2016

Expenses

Up

$75,250

Up $74,540 (+10499%) from 2016

Net Income

Down

-$67,427

Down $99,058 (-313%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2014: $59,438Liabilities 2014: $0Net Assets 2014: $59,4382014Assets 2015: $87,701Liabilities 2015: $0Net Assets 2015: $87,7012015Assets 2016: $119,332Liabilities 2016: $02016Assets 2017: $51,905Liabilities 2017: $0Net Assets 2017: $51,9052017

Highlighted filing

2017

Assets$51,905
Liabilities$0
Net Assets$51,905
Open 2017 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2014: $59,838Expenses 2014: $400Net Income 2014: $59,4382014Revenue 2015: $34,563Expenses 2015: $6,300Net Income 2015: $28,2632015Revenue 2016: $32,341Expenses 2016: $710Net Income 2016: $31,6312016Revenue 2017: $7,823Expenses 2017: $75,250Net Income 2017: -$67,4272017

Highlighted filing

2017

Revenue$7,823
Expenses$75,250
Net Income-$67,427
Open 2017 Filing

Filings

Most recent year

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

Open filing
Assets
$51,905
Liabilities
$0
Net assets
$51,905
Revenue
$7,823
Expenses
$75,250
Net income
-$67,427
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.08$0.75$0.67
2016Summary only. Only limited summary data is available for this year.$1.19$0.00$0.32$0.01$0.32
2015Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.35$0.06$0.28
2014Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.60$0.00$0.59
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$7,823
Mission and Program Overview

Mission

General charitable and educational purpose

Program Services

DescriptionGrantsExpenses
THE MAJOR ACCOMPLISHMENT FOR THE JOSH HEINZ FOUNDATION IN 2017 WAS THE CHARITABLE CONTRIBUTION OF $75,000 TO THE CITY OF JACKSONVILLE FOR THE IMPROVEMENT OF THE JACKSONVILLE BEACH PAWS DOG PARK. THE FOUNDATION INTENDS TO MAKE ADDITIONAL CHARITABLE GRANTS TO THE CITY OF JACKSONVILLE BEACH FOR THE FUTURE IMPROVEMENT OF THE PAWS DOG PARK AND OTHER CHARITABLE AND EDUCATIONAL GRANTS.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER HEINZ MCLENDONPresident & Director-$0--
JAMES A HEINZTreasurer & Director-$0--
MARY ANN HEINZSecrectary & Director-$0--
RYAN DANIEL HEINZDirector-$0--
Filing and Contact Details

Filer

Filer Name
Josh Heinz Foundation Inc
EIN
46-5320778
In Care Of
% JAMES HEINZ
Address
1124 Bahia Blanca Street s, Jacksonville, FL 32256

Signing Officer

Name
James a Heinz
Title
Treasurer & Director
Phone
9046522230
Signed
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Heinz & Jolles LLP
Address
10375 Centurion Parkway N Ste 115, Jacksonville, FL 32256
Preparer
Jamie M Jolles
Phone
9046522230
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 10

“Donees name:city of jacksonville beach donees address:11 north third street relationship:n/a purpose of payment:improvements to the jacksonville beach paws dog amount:75000”

Form 990EZ Part I Line 16

“Description:FILING FEES Amount:61”

Form 990EZ Part I Line 16

“Description:WEBSITE Amount:76”

Form 990EZ Part I Line 16

“Description:BANK FEES Amount:112”

Form 990EZ Part I Line 16

“Description:ROUNDING Amount:1”

Raw XML Appendix180 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JAMES HEINZ
IRS990EZ/BooksInCareOfDetail/PhoneNum09046522230
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01124 BAHIA BLANCA STREET S
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JACKSONVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032256
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0119332
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt051905
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07810
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-67427
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0119332
IRS990EZ/Form990TotalAssetsGrp/EOYAmt051905
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt075000
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt07823
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt013
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0119332
IRS990EZ/NetAssetsOrFundBalancesEOYAmt051905
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0119332
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt051905
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER HEINZ MCLENDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES A HEINZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARY ANN HEINZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RYAN DANIEL HEINZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT & DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER & DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRECTARY & DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0250
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0GENERAL CHARITABLE AND EDUCATIONAL PURPOSE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE MAJOR ACCOMPLISHMENT FOR THE JOSH HEINZ FOUNDATION IN 2017 WAS THE CHARITABLE CONTRIBUTION OF $75,000 TO THE CITY OF JACKSONVILLE FOR THE IMPROVEMENT OF THE JACKSONVILLE BEACH PAWS DOG PARK. THE FOUNDATION INTENDS TO MAKE ADDITIONAL CHARITABLE GRANTS TO THE CITY OF JACKSONVILLE BEACH FOR THE FUTURE IMPROVEMENT OF THE PAWS DOG PARK AND OTHER CHARITABLE AND EDUCATIONAL GRANTS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt075250
IRS990EZ/TotalRevenueAmt07823
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0joshheinzfoundation.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt01163
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt01163
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07810
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt035666
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt041593
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt061743
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0146812
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt025
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt038
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt025
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt038
IRS990ScheduleA/InvestmentIncomeCYPct00.00026
IRS990ScheduleA/InvestmentIncomePYPct00.00018
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99182
IRS990ScheduleA/PublicSupportPY509Pct00.99145
IRS990ScheduleA/PublicSupportTotal509Amt0145649
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt01163
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt01163
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07810
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt035666
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt041593
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt061743
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt0146812
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt07823
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt035691
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt041593
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt061743
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0146850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONEES NAME:CITY OF JACKSONVILLE BEACH DONEES ADDRESS:11 NORTH THIRD STREET RELATIONSHIP:N/A PURPOSE OF PAYMENT:IMPROVEMENTS TO THE JACKSONVILLE BEACH PAWS DOG AMOUNT:75000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:FILING FEES Amount:61
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:WEBSITE Amount:76
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:BANK FEES Amount:112
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:ROUNDING Amount:1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART I LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990EZ PART I LINE 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES A HEINZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER & DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09046522230
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Josh Heinz Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0JOSH
ReturnHeader/Filer/EIN0465320778
ReturnHeader/Filer/InCareOfNm0% JAMES HEINZ
ReturnHeader/Filer/USAddress/AddressLine1Txt01124 Bahia Blanca Street s
ReturnHeader/Filer/USAddress/CityNm0Jacksonville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032256
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09D53BF103103F78F5C4C08C5F3CF3D16428460AD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09D53BF103103F78F5C4C08C5F3CF3D16428460AD
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId059572320183185000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.162.168.218
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Heinz & Jolles LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010375 Centurion Parkway N Ste 115
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Jacksonville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032256
ReturnHeader/PreparerPersonGrp/PhoneNum09046522230
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMIE M JOLLES
ReturnHeader/ReturnTs02018-11-14T08:38:30-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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