Civic Intelligence

Heirloom Foundation

990 • Fiscal year 2014 • EIN 46-5584695

Jan 01, 2014 to Dec 31, 2014 • Filed on May 11, 2015

Organization Profilewww.heirloomfoundation.org
85 Kendal RoadElk Grove Village, IL 60007

(843) 343-2980

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.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

96th percentile

76%

Higher net margin than 96% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

$4,368

No earlier filing loaded for comparison.

Net Assets

$4,368

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin96th percentile

Revenue

$5,744

No earlier filing loaded for comparison.

Expenses

$1,376

No earlier filing loaded for comparison.

Net Income

$4,368

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$6.0K$4.0K$2.0K$0Assets 2014: $4,368Liabilities 2014: $0Net Assets 2014: $4,3682014Assets 2015: $2,182Liabilities 2015: $0Net Assets 2015: $2,1822015

Highlighted filing

2014

Assets$4,368
Liabilities$0
Net Assets$4,368
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0K$4.0K$2.0K$0-$2.0K-$4.0KRevenue 2014: $5,744Expenses 2014: $1,376Net Income 2014: $4,3682014Revenue 2015: $2,677Expenses 2015: $4,863Net Income 2015: -$2,1862015

Highlighted filing

2014

Revenue$5,744
Expenses$1,376
Net Income$4,368
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 11, 2015
Return Version
2014v5.0
Gross Receipts
$5,744
Mission and Program Overview

Mission

The Heirloom Foundation is committed to partnering chefs with their communities to address substance abuse for the next generation of culinary professionals and citizens.

The Heirloom Foundation is organized exclusively for charitable, religious, educational, and scientific purposes, for such purposes, the making of distributions to organizations that qualify as exempt organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$4,368-
Rtn Earn Endowment Incm Other Fnds-$4,368-
Total Assets$0$4,368▲ $4,368
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$4,368▲ $4,368
Total Liabilities and Net Assets / Fund Balance$0$4,368▲ $4,368
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Jonathan OryPresident
Jen BerzinsDirector
Joyce NicholasDirector
William NicholasDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$5,744
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$5,744
Change in Net Assets
$4,368
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,376
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses---$1,133
Office Expenses---$243
Total Functional Expenses$0$0$0$1,376
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B

“A copy of Form 990 was distributed to all directors”

Filing and Contact Details

Filer

Filer Name
The Heirloom Foundation
EIN
46-5584695
Address
85 Kendal Road, Elk Grove Village, IL 60007

Signing Officer

Name
Jonathan Ory
Title
President
Signed
2015-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jonathan Ory
Formed
2014
Legal Domicile
Il
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Lehman & Associates CPA Ltd
Address
805 State St, Lemont, IL 60439
Preparer
Mark Lehman
Phone
6302438100
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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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ReturnHeader/BuildTS02016-02-25 16:41:14Z
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ReturnHeader/Filer/EIN0465584695
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ReturnHeader/ReturnTs02015-05-11T09:41:09-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,368
Liabilities
$0
Net assets
$4,368
Revenue
$5,744
Expenses
$1,376
Net income
$4,368
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$2,182$0$2,182$2,677$4,863$2,186
2014Detailed filing. Detailed filing data is available for this year.$4,368$0$4,368$5,744$1,376$4,368