Civic Intelligence

Herbert and Lillian Heilpern Family

EIN 47-3087378 • Wilmington, DE

Foundation Source 501 Silverside RdWilmington, DE 19809-1377
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

53rd percentile

7.1%

Higher net margin than 53% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

43rd percentile

$67,398

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 14.4% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

38th percentile

0.6%

Faster asset growth than 38% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-33%

Faster revenue growth than 10% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,999,177

Up $34,236 (+0.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$5,999,177

Up $34,236 (+0.6%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin53rd percentile

Revenue

Down

$466,714

Down $224,898 (-33%) from 2023

Expenses

Up

$433,778

Up $77,749 (+22%) from 2023

Net Income

Down

$32,936

Down $302,647 (-90%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

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

$6.0M$4.0M$2.0M$0Assets 2015: $1,036,228Liabilities 2015: $02015Assets 2016: $1,769,936Liabilities 2016: $0Net Assets 2016: $1,769,9362016Assets 2017: $1,773,615Liabilities 2017: $0Net Assets 2017: $1,773,6152017Assets 2018: $1,806,244Liabilities 2018: $0Net Assets 2018: $1,806,2442018Assets 2019: $2,542,408Liabilities 2019: $0Net Assets 2019: $2,542,4082019Assets 2020: $2,472,833Liabilities 2020: $0Net Assets 2020: $2,472,8332020Assets 2021: $2,558,550Liabilities 2021: $0Net Assets 2021: $2,558,5502021Assets 2022: $5,629,358Liabilities 2022: $0Net Assets 2022: $5,629,3582022Assets 2023: $5,964,941Liabilities 2023: $0Net Assets 2023: $5,964,9412023Assets 2024: $5,999,177Liabilities 2024: $0Net Assets 2024: $5,999,1772024

Highlighted filing

2024

Assets$5,999,177
Liabilities$0
Net Assets$5,999,177
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $1,055,556Expenses 2015: $19,328Net Income 2015: $1,036,2282015Revenue 2016: $768,803Expenses 2016: $35,095Net Income 2016: $733,7082016Revenue 2017: $114,966Expenses 2017: $111,287Net Income 2017: $3,6792017Revenue 2018: $148,709Expenses 2018: $116,080Net Income 2018: $32,6292018Revenue 2019: $875,836Expenses 2019: $139,672Net Income 2019: $736,1642019Revenue 2020: $89,525Expenses 2020: $159,100Net Income 2020: -$69,5752020Revenue 2021: $281,902Expenses 2021: $196,185Net Income 2021: $85,7172021Revenue 2022: $3,323,184Expenses 2022: $252,376Net Income 2022: $3,070,8082022Revenue 2023: $691,612Expenses 2023: $356,029Net Income 2023: $335,5832023Revenue 2024: $466,714Expenses 2024: $433,778Net Income 2024: $32,9362024

Highlighted filing

2024

Revenue$466,714
Expenses$433,778
Net Income$32,936
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,999,177
Liabilities
$0
Net assets
$5,999,177
Revenue
$466,714
Expenses
$433,778
Net income
$32,936
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$0.47$0.43$0.03
2023Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.96$0.69$0.36$0.34
2022Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$3.32$0.25$3.07
2021Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.28$0.20$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.09$0.16$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.88$0.14$0.74
2018Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.15$0.12$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.11$0.11$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.77$0.04$0.73
2015Summary only. Only limited summary data is available for this year.$1.04$0.00$1.06$0.02$1.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jill CohenDir, Sec, Treas, PresPT$66,825$573$67,398
Filing and Contact Details

Filer

Filer Name
Herbert and Lillian Heilpern Family
EIN
47-3087378
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Jill Cohen
Title
President
Phone
8008391754
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0227666
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02105
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt035
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0359467
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0359467
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0282865
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt066825
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt066825
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0203500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0203500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0107247
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0129661
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0129661
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt032936
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02361563
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02105
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02105
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0227666
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0288724
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt029225
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt029225
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0125942
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0125942
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt05686
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02600
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0305236
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0125942
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0433778
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0414666
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0466714
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0101736
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0230278
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02078698
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0282865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0282865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02361563
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0282865
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0360632
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0359332
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0360632
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0363345
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt01300
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04013
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04013
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04013
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04013
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01897
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02116
IRS990PF/FMVAssetsEOYAmt07658842
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05870156
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05868290
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07527955
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt05964941
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt05999177
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt094785
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0130887

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