Civic Intelligence

Daniel B and Carolyn G Heard Foundation

990T • Fiscal year 2020 • EIN 72-1434549

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 17, 2021

Organization Profile
PO Box 83255Baton Rouge, LA 70884

(225) 887-8550

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $441,035Liabilities 2011: $0Net Assets 2011: $441,0352011Assets 2012: $272,219Liabilities 2012: $0Net Assets 2012: $272,2192012Assets 2013: $278,537Liabilities 2013: $0Net Assets 2013: $278,5372013Assets 2014: $281,173Liabilities 2014: $0Net Assets 2014: $281,1732014Assets 2015: $336,509Liabilities 2015: $0Net Assets 2015: $336,5092015Assets 2017: $353,910Liabilities 2017: $0Net Assets 2017: $353,9102017Assets 2018: $279,556Liabilities 2018: $0Net Assets 2018: $279,5562018Assets 2019: $232,356Liabilities 2019: $0Net Assets 2019: $232,3562019Assets 2020: $157,516Liabilities 2020: $0Net Assets 2020: $157,5162020Assets 2021: $119,427Liabilities 2021: $0Net Assets 2021: $119,4272021Assets 2022: $97,240Liabilities 2022: $0Net Assets 2022: $97,2402022Assets 2023: $69,900Liabilities 2023: $0Net Assets 2023: $69,9002023Assets 2024: $45,411Liabilities 2024: $0Net Assets 2024: $45,4112024

Latest loaded filing

2024

Assets$45,411
Liabilities$0
Net Assets$45,411
Open 2024 Filing

Operations Trend

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

$150K$100K$50K$0-$50K-$100KExpenses 2011: $106,9682011Expenses 2012: $1,0002012Revenue 2013: $7,436Expenses 2013: $1,118Net Income 2013: $6,3182013Revenue 2014: $4,917Expenses 2014: $2,281Net Income 2014: $2,6362014Revenue 2015: $55,558Expenses 2015: $222Net Income 2015: $55,3362015Revenue 2017: $19,053Expenses 2017: $7,152Net Income 2017: $11,9012017Revenue 2018: -$40,247Expenses 2018: $34,107Net Income 2018: -$74,3542018Revenue 2019: $17,918Expenses 2019: $65,118Net Income 2019: -$47,2002019Revenue 2020: -$18,904Expenses 2020: $55,936Net Income 2020: -$74,8402020Revenue 2021: $5,250Expenses 2021: $43,339Net Income 2021: -$38,0892021Revenue 2022: $691Expenses 2022: $22,878Net Income 2022: -$22,1872022Revenue 2023: $29Expenses 2023: $27,369Net Income 2023: -$27,3402023Revenue 2024: $2,100Expenses 2024: $26,589Net Income 2024: -$24,4892024

Latest loaded filing

2024

Revenue$2,100
Expenses$26,589
Net Income-$24,489
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 17, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
Daniel B & Carolyn G Heard Foundation
EIN
72-1434549
Phone
2258878550
Address
PO BOX 83255, BATON ROUGE, LA 70884

Signing Officer

Name
Daniel Heard
Title
President
Phone
2258878550
Signed
2021-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
1330 POST OAK BLVD STE 2400, HOUSTON, TX 77056
Preparer
Donna S Overhultz
Phone
7136253500
Raw XML Appendix88 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
IRS990T/BooksInCareOfDetail/PersonNm0CAROLYN G HEARD
IRS990T/BooksInCareOfDetail/PhoneNum08327671425
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 83255
IRS990T/BooksInCareOfDetail/USAddress/CityNm0BATON ROUGE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0LA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0708843255
IRS990T/BookValueAssetsEOYAmt0157516
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherIncomeAmt0-17717
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalOrdinaryGainLossAmt032247
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-26248
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-11718
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-11718
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT IN PARTNERSHIPS THAT GENERATE UBTI
IRS990TScheduleA/UBIBeforeNOLDedAmt0-11718
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-11718
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0-11718
IRS990T/TotalUBTIBeforeSection199AAmt0-11718
IRS990T/TotalUBTIComputedAmt0-11718
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL HEARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02258878550
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DANIEL B & CAROLYN G HEARD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DANI
ReturnHeader/Filer/EIN0721434549
ReturnHeader/Filer/PhoneNum02258878550
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 83255
ReturnHeader/Filer/USAddress/CityNm0BATON ROUGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070884
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01330 POST OAK BLVD STE 2400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077056
ReturnHeader/PreparerPersonGrp/PhoneNum07136253500
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA S OVERHULTZ
ReturnHeader/ReturnTs02021-11-17T14:46:36-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DANIEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HEARD
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.02$0.27$0.24
2023Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.00$0.27$0.27
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.01$0.23$0.22
2021Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.05$0.43$0.38
2020Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.19$0.56$0.75
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.18$0.65$0.47
2018Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.40$0.34$0.74
2017Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.19$0.07$0.12
2015Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.56$0.00$0.55
2014Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.05$0.02$0.03
2013Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.07$0.01$0.06
2012Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.01
2011Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$1.07