Civic Intelligence

Daniel B and Carolyn G Heard Foundation

990PF • Fiscal year 2020 • EIN 72-1434549

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

PO Box 83255Baton Rouge, LA 70884

(225) 887-8550

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

100th percentile

396%

Higher net margin than 100% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

13th percentile

-32%

Faster asset growth than 13% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

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

Annualized from 2019 to 2020

Assets

Down

$157,516

Down $74,840 (-32%) from 2019

Net Assets

Down

$157,516

Down $74,840 (-32%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

-$18,904

Down $36,822 (-206%) from 2019

Expenses

Down

$55,936

Down $9,182 (-14%) from 2019

Net Income

Down

-$74,840

Down $27,640 (-59%) from 2019

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

Highlighted filing

2020

Assets$157,516
Liabilities$0
Net Assets$157,516

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

Highlighted filing

2020

Revenue-$18,904
Expenses$55,936
Net Income-$74,840
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL HEARDPresident-$0--
CAROLYN HEARDDirector-$0--
RUBEN HARPERDirector-$0--
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
2021-11-11
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 Appendix362 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt09169
AppliedToPriorYearElection/ElectionDesc0THE FOUNDATION MANAGER HEREBY ELECTS UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2) TO APPLY ALL OF THE REMAINING QUALIFYING DISTRIBUTIONS TO THE UNDISTRIBUTED INCOME REMAINING FROM 2017.
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DANIEL B & CAROLYN G HEARD FOUNDATION
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01330 POST OAK BLVD STE 2400
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ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA S OVERHULTZ
ReturnHeader/ReturnTs02021-11-17T11:18:55-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DANIEL
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ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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