Civic Intelligence

The Heiser Foundation

EIN 59-3670526 • St Augustine, FL

10 Beach StreetSt Augustine, FL 32080
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 2022

Liabilities / Revenue

22nd percentile

0.00x

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

$5M-$10M nonprofits • Source year 2022

Net Margin

94th percentile

80%

Higher net margin than 94% of similar nonprofits.

$5M-$10M nonprofits • Source year 2022

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2022

Asset Growth

90th percentile

36%

Faster asset growth than 90% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

98th percentile

555%

Faster revenue growth than 98% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,306,748

Up $1,405,343 (+36%) from 2021

Liabilities

Flat

$1

Flat from 2021

Net Assets

Up

$5,306,748

Up $1,405,343 (+36%) from 2021

Operations
Liabilities / Revenue22nd percentileNet Margin94th percentile

Revenue

Up

$1,898,690

Up $1,608,627 (+555%) from 2021

Expenses

Down

$373,902

Down $77,618 (-17%) from 2021

Net Income

Up

$1,524,788

Up $1,686,245 (+1044%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $36,695Liabilities 2010: $0Net Assets 2010: $36,6952010Assets 2011: $35,765Liabilities 2011: $0Net Assets 2011: $35,7652011Assets 2012: $34,435Liabilities 2012: $0Net Assets 2012: $34,4352012Assets 2013: $37,908Liabilities 2013: $1Net Assets 2013: $37,9082013Assets 2014: $42,905Liabilities 2014: $1Net Assets 2014: $42,9052014Assets 2015: $35,271Liabilities 2015: $1Net Assets 2015: $35,2712015Assets 2016: $81,240Liabilities 2016: $0Net Assets 2016: $81,2402016Assets 2017: $102,404Liabilities 2017: $0Net Assets 2017: $102,4042017Assets 2018: $766,703Liabilities 2018: $0Net Assets 2018: $766,7032018Assets 2019: $3,676,686Liabilities 2019: $1Net Assets 2019: $3,676,6862019Assets 2020: $3,858,666Liabilities 2020: $1Net Assets 2020: $3,858,6662020Assets 2021: $3,901,405Liabilities 2021: $1Net Assets 2021: $3,901,4052021Assets 2022: $5,306,748Liabilities 2022: $1Net Assets 2022: $5,306,7482022

Highlighted filing

2022

Assets$5,306,748
Liabilities$1
Net Assets$5,306,748
Open 2022 Filing

Operations Trend

Revenue Growth98th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,3332010Expenses 2011: $2,1752011Expenses 2012: $1,4252012Revenue 2013: $5,304Expenses 2013: $1,831Net Income 2013: $3,4732013Revenue 2014: $9,328Expenses 2014: $4,331Net Income 2014: $4,9972014Revenue 2015: $1,511Expenses 2015: $1,501Net Income 2015: $102015Revenue 2016: $48,870Expenses 2016: $2,901Net Income 2016: $45,9692016Revenue 2017: $32,908Expenses 2017: $11,744Net Income 2017: $21,1642017Revenue 2018: $59,677Expenses 2018: $22,821Net Income 2018: $36,8562018Revenue 2019: $2,856,680Expenses 2019: $65,945Net Income 2019: $2,790,7352019Revenue 2020: $136,839Expenses 2020: $257,314Net Income 2020: -$120,4752020Revenue 2021: $290,063Expenses 2021: $451,520Net Income 2021: -$161,4572021Revenue 2022: $1,898,690Expenses 2022: $373,902Net Income 2022: $1,524,7882022

Highlighted filing

2022

Revenue$1,898,690
Expenses$373,902
Net Income$1,524,788
Open 2022 Filing

Filings

Most recent year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,306,748
Liabilities
$1
Net assets
$5,306,748
Revenue
$1,898,690
Expenses
$373,902
Net income
$1,524,788
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$1.90$0.37$1.52
2021Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.29$0.45$0.16
2020Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.14$0.26$0.12
2019Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$2.86$0.07$2.79
2018Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.06$0.02$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.03$0.01$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.05$0.00$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.01$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.01$0.00$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVE BARNIERSecretary-$0--
GARY SHERWOODPresident-$0--
LINDA KEITHTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Heiser Foundation
EIN
59-3670526
Phone
3869869414
Address
10 BEACH STREET, ST AUGUSTINE, FL 32080

Signing Officer

Name
Steve Barnier
Title
Secretary
Phone
3869869414
Signed
2023-11-15

Preparer

Firm
Certified Financial & Tax
Address
26 OFFICE PARK DR, PALM COAST, FL 32137
Preparer
Stephen Barnier CPA
Phone
3864454997
Raw XML Appendix257 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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LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt013616
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SCHOLARSHIPS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2GRANTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OPERATION COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt033100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1307500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt22104
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt033100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1307500
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt22104
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt033100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1307500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22104
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt02280984
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1-437222
OtherIncomeSchedule2/OtherIncomeDetail/Desc0HEISER ESTATE & TRUST
OtherIncomeSchedule2/OtherIncomeDetail/Desc1REALIZED CAPITAL LOSS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02280984
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-437222
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0-119445
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN/LOSS ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt017582
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FINANCIAL ADVISOR
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1OTHER
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt017582
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE BARNIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum03869869414
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HEISER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HEIS
ReturnHeader/Filer/EIN0593670526
ReturnHeader/Filer/PhoneNum03869869414
ReturnHeader/Filer/USAddress/AddressLine1Txt010 BEACH STREET
ReturnHeader/Filer/USAddress/CityNm0ST AUGUSTINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032080
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813654053
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CERTIFIED FINANCIAL & TAX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt026 OFFICE PARK DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALM COAST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032137
ReturnHeader/PreparerPersonGrp/PhoneNum03864454997
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN BARNIER CPA
ReturnHeader/ReturnTs02023-11-16T13:12:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEVE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARNIER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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