Civic Intelligence

Josh Heinz Foundation Inc.

990EZ • Fiscal year 2015 • EIN 46-5320778

Jan 01, 2015 to Dec 31, 2015 • Filed on May 10, 2016

Organization Profilejoshheinzfoundation.org
1124 Bahia Blanca Street sJacksonville, FL 32256

(904) 652-2230

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

97th percentile

82%

Higher net margin than 97% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

83rd percentile

48%

Faster asset growth than 83% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

12th percentile

-42%

Faster revenue growth than 12% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$87,701

Up $28,263 (+48%) from 2014

Net Assets

Up

$87,701

Up $28,263 (+48%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin97th percentile

Revenue

Down

$34,563

Down $25,275 (-42%) from 2014

Expenses

Up

$6,300

Up $5,900 (+1475%) from 2014

Net Income

Down

$28,263

Down $31,175 (-52%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$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

2015

Assets$87,701
Liabilities$0
Net Assets$87,701
Open 2015 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$34,563
Expenses$6,300
Net Income$28,263
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 10, 2016
Return Version
2015v2.1
Gross Receipts
$41,711
Mission and Program Overview

Mission

General charitable and educational purpose

Program Services

DescriptionGrantsExpenses
THE MAJOR ACCOMPLISHMENT FOR THE JOSH HEINZ FOUNDATION IN 2015 WAS FUNDRAISING. THE FOUNDATION INTENDS TO MAKE ADDITIONAL CHARITABLE GRANTS TO THE CITY OF JACKSONVILLE BEACH PAWS DOG PARK AND OTHER CHARITABLE AND EDUCATIONAL GRANTS.--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER HEINZ DAMICOPresident & DirectorPT$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
2016-05-10
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 dog park amount:5642”

Form 990EZ Part I Line 16

“Description:FOUNDATION FILING FEE Amount:61”

Form 990EZ Part I Line 16

“Description:WEBSITE Amount:219”

Form 990EZ Part I Line 16

“Description:BANK FEES Amount:27”

Raw XML Appendix178 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum09046522230
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JACKSONVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032256
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt059438
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IRS990EZ/ExcessOrDeficitForYearAmt028263
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05642
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt041711
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/InvestmentIncomeAmt0118
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER HEINZ DAMICO
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/OtherExpensesTotalAmt0307
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0GENERAL CHARITABLE AND EDUCATIONAL PURPOSE
IRS990EZ/PrintingPublicationsPostageAmt0351
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE MAJOR ACCOMPLISHMENT FOR THE JOSH HEINZ FOUNDATION IN 2015 WAS FUNDRAISING. THE FOUNDATION INTENDS TO MAKE ADDITIONAL CHARITABLE GRANTS TO THE CITY OF JACKSONVILLE BEACH PAWS DOG PARK AND OTHER CHARITABLE AND EDUCATIONAL GRANTS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07148
IRS990EZ/SpecialEventsNetIncomeLossAmt04185
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06300
IRS990EZ/TotalRevenueAmt034563
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0joshheinzfoundation.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt01163
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt01163
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt041593
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt061743
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0103336
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98874
IRS990ScheduleA/PublicSupportPY509Pct00.98116
IRS990ScheduleA/PublicSupportTotal509Amt0102173
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt01163
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt01163
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt041593
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt061743
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt041593
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt061743
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0103336
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONEES NAME:CITY OF JACKSONVILLE BEACH DONEES ADDRESS:11 NORTH THIRD STREET RELATIONSHIP:N/A PURPOSE OF PAYMENT:IMPROVEMENTS TO THE DOG PARK AMOUNT:5642
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:FOUNDATION FILING FEE Amount:61
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:WEBSITE Amount:219
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:BANK FEES Amount:27
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
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES A HEINZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER & DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09046522230
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-10
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/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/ReturnTs02016-08-31T09:50:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$87,701
Liabilities
$0
Net assets
$87,701
Revenue
$34,563
Expenses
$6,300
Net income
$28,263
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