Civic Intelligence

Phillip I V Heilker Charitable Foundation

990PF • Fiscal year 2019 • EIN 47-5438482

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 01, 2020

Organization Profile
10 South Point TrailBeaufort, SC 29907

(843) 521-6950

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

100th percentile

2498%

Higher net margin than 100% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

31st percentile

-7.4%

Faster asset growth than 31% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$95,254

Down $7,645 (-7.4%) from 2018

Net Assets

Down

$95,254

Down $7,645 (-7.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$306

Down $1,408 (-128%) from 2018

Expenses

Up

$7,339

Up $1,447 (+25%) from 2018

Net Income

Down

-$7,645

Down $2,855 (-60%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$150K$100K$50K$0Assets 2015: $46,701Liabilities 2015: $0Net Assets 2015: $46,7012015Assets 2016: $84,328Liabilities 2016: $0Net Assets 2016: $84,3282016Assets 2017: $107,689Liabilities 2017: $0Net Assets 2017: $107,6892017Assets 2018: $102,899Liabilities 2018: $0Net Assets 2018: $102,8992018Assets 2019: $95,254Liabilities 2019: $0Net Assets 2019: $95,2542019Assets 2020: $112,191Liabilities 2020: $1Net Assets 2020: $112,1902020Assets 2021: $142,925Liabilities 2021: $0Net Assets 2021: $142,9252021Assets 2022: $99,853Liabilities 2022: $0Net Assets 2022: $99,8532022Assets 2023: $105,230Liabilities 2023: $0Net Assets 2023: $105,2302023Assets 2024: $139,951Liabilities 2024: $0Net Assets 2024: $139,9512024

Highlighted filing

2019

Assets$95,254
Liabilities$0
Net Assets$95,254
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2015: $48,942Expenses 2015: $2,241Net Income 2015: $46,7012015Revenue 2016: $44,539Expenses 2016: $6,912Net Income 2016: $37,6272016Revenue 2017: $27,376Expenses 2017: $4,015Net Income 2017: $23,3612017Revenue 2018: $1,102Expenses 2018: $5,892Net Income 2018: -$4,7902018Revenue 2019: -$306Expenses 2019: $7,339Net Income 2019: -$7,6452019Revenue 2020: $30,672Expenses 2020: $13,736Net Income 2020: $16,9362020Revenue 2021: $81,007Expenses 2021: $50,273Net Income 2021: $30,7342021Revenue 2022: $38,605Expenses 2022: $58,716Net Income 2022: -$20,1112022Revenue 2023: $67,355Expenses 2023: $61,978Net Income 2023: $5,3772023Revenue 2024: $124,830Expenses 2024: $90,109Net Income 2024: $34,7212024

Highlighted filing

2019

Revenue-$306
Expenses$7,339
Net Income-$7,645
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 1, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILLIP IV HEILKERChairman-$0--
JO STUTTSSecretary/Treas-$0--
Filing and Contact Details

Filer

Filer Name
Phillip Ivheilker Charitable
EIN
47-5438482
Phone
8435216950
Address
10 SOUTH POINT TRAIL, BEAUFORT, SC 29907

Signing Officer

Name
Phillip Iv Heilker
Title
Chairman
Signed
2020-06-01
Discuss with paid preparer
Yes

Preparer

Firm
Mims McDuff & Wood PA
Address
PO Box 806, Beaufort, SC 29901
Preparer
Ann A McDuff CPA
Phone
8435247503
Raw XML Appendix311 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.

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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PHILLIP IV HEILKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JO STUTTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Chairman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary/Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt010 SOUTH POINT TRAIL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BEAUFORT
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Proposals should be made in letter form and should include the following information, if applicable:General information (name, address, phone, fax and email)Description of assistance requested, goals and objectives (measurable if possible)Description of individual's needAdequate evidence of individual's needPlans to accomplish goals and objectivesTime table for implementation of goals and objectivesPlans for evaluation, including how success will be defined and measured.Description of other partners or sources of funding.
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08435248908
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO DONATE TO NATIONAL ORGANIZATION THAT FURTHERS RESEARCH AND CARES FOR CANCER PATIENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO DONATE TO NATIONAL ORGANIZATION THAT FURTHERS RESEARCH AND CARES FOR CANCER PATIENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO DONATE TO AN ORGANIZATION THAT CARES FOR CHILDREN WITH CANCER AND THEIR FAMILIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO DONATE TO AN ORGANIZATION THAT PROVIDES QUALITY CARE TO SERIOUSLY ILL CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4To help youth develop into responsible and productive citizens, protect public safety and positively impact as many youth as possible through the efforts of a diverse and innovative staff.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO PROVIDE SCHOLARSHIPS TO CHILDREN OF EMPLOYEES OF HARBOR RIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6TO FURTHER THE RECIPIENT'S MUSICAL EDUCATION.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SHRINER'S HOSPITAL FOR CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1AMI KIDS OF BEAUFORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2HARBOR RIDGE FAMILY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3S KYLE MOORE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 22478
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2262 DANNY THOMAS PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32900 ROCKY POINT DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt460 HONEYBEE ISLAND ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt562 WESTMINSTER PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6523 FLORENCE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OKLAHOMA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1OKLAHOMA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4DALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5BEAUFORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd073123
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd173123
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd238105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd429940
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd529907
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd639110
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03350
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03350
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01765
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0833
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04065
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02109
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt012584
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03812
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01765
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0833
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04065
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02109
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07162
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03812
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012584
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08772
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1License fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Office supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Penalty
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Website
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0214
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2481
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3272
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0214
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2481
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt322
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4272
TaxesSchedule/TaxesDetail/Amt0141
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PHILLIP IV HEILKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHILLIP IVHEILKER CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0475438482
ReturnHeader/Filer/PhoneNum08435216950
ReturnHeader/Filer/USAddress/AddressLine1Txt010 SOUTH POINT TRAIL
ReturnHeader/Filer/USAddress/CityNm0BEAUFORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029907
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0570879747
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mims McDuff & Wood PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 806
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Beaufort
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029901
ReturnHeader/PreparerPersonGrp/PhoneNum08435247503
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ann A McDuff CPA
ReturnHeader/ReturnTs02020-06-01T14:06:31-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$95,254
Liabilities
$0
Net assets
$95,254
Revenue
-$306
Expenses
$7,339
Net income
-$7,645
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$1.25$0.90$0.35
2023Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.67$0.62$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.39$0.59$0.20
2021Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.81$0.50$0.31
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.31$0.14$0.17
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.00$0.07$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.01$0.06$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.27$0.04$0.23
2016Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.45$0.07$0.38
2015Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.49$0.02$0.47