Civic Intelligence

Heymann - Wolf Foundation

990PF • Fiscal year 2020 • EIN 72-6019363

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

Organization Profile
4540 Bancroft DriveNew Orleans, LA 70122

(504) 450-0631

Siviq Scores

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

Liabilities / Assets

85th percentile

0.01x

Higher debt load relative to assets than 85% of similar nonprofits.

2020 filings • NTEE T • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

87th percentile

0.16x

Higher debt load relative to revenue than 87% of similar nonprofits.

2020 filings • NTEE T • $5M-$10M nonprofits • Source year 2020

Net Margin

50th percentile

11%

Higher net margin than 50% of similar nonprofits.

2020 filings • NTEE T • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2020 filings • NTEE T • $5M-$10M nonprofits • Source year 2020

Asset Growth

18th percentile

-5.1%

Faster asset growth than 18% of similar nonprofits.

2020 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

71st percentile

49%

Faster revenue growth than 71% of similar nonprofits.

2020 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$9,653,839

Down $523,294 (-5.1%) from 2019

Net Assets

$9,525,967

No earlier filing loaded for comparison.

Liabilities

Up

$127,872

Up $27,872 (+28%) from 2019

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin50th percentile

Revenue

Up

$799,911

Up $263,567 (+49%) from 2019

Expenses

Down

$715,210

Down $147,228 (-17%) from 2019

Net Income

Up

$84,701

Up $410,795 (+126%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$15M$10M$5.0M$0Assets 2011: $12,483,321Liabilities 2011: $100,0002011Assets 2012: $11,876,387Liabilities 2012: $100,024Net Assets 2012: $11,776,3632012Assets 2013: $11,416,728Liabilities 2013: $100,000Net Assets 2013: $11,316,7282013Assets 2014: $11,250,364Liabilities 2014: $100,0002014Assets 2015: $10,909,980Liabilities 2015: $100,0002015Assets 2019: $10,177,133Liabilities 2019: $100,0002019Assets 2020: $9,653,839Liabilities 2020: $127,872Net Assets 2020: $9,525,9672020Assets 2021: $9,244,420Liabilities 2021: $100,000Net Assets 2021: $9,144,4202021Assets 2022: $8,800,312Liabilities 2022: $100,000Net Assets 2022: $8,700,3122022Assets 2023: $8,706,085Liabilities 2023: $0Net Assets 2023: $8,706,0852023Assets 2024: $9,076,240Liabilities 2024: $0Net Assets 2024: $9,076,2402024

Highlighted filing

2020

Assets$9,653,839
Liabilities$127,872
Net Assets$9,525,967
Open 2020 Filing

Operations Trend

Revenue Growth71st percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $917,697Expenses 2011: $848,703Net Income 2011: $68,9942011Expenses 2012: $983,0232012Revenue 2013: $500,778Expenses 2013: $770,024Net Income 2013: -$269,2462013Revenue 2014: $448,112Expenses 2014: $750,406Net Income 2014: -$302,2942014Revenue 2015: $701,647Expenses 2015: $843,942Net Income 2015: -$142,2952015Revenue 2019: $536,344Expenses 2019: $862,438Net Income 2019: -$326,0942019Revenue 2020: $799,911Expenses 2020: $715,210Net Income 2020: $84,7012020Revenue 2021: $527,396Expenses 2021: $908,190Net Income 2021: -$380,7942021Revenue 2022: $261,702Expenses 2022: $705,437Net Income 2022: -$443,7352022Revenue 2023: $561,753Expenses 2023: $555,643Net Income 2023: $6,1102023Revenue 2024: $1,123,425Expenses 2024: $779,534Net Income 2024: $343,8912024

Highlighted filing

2020

Revenue$799,911
Expenses$715,210
Net Income$84,701
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 1, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY HEYMANNPresident-$0--
MARJORIE HEYMANNV.P./Asst. Sec.-$0--
JONAS JOHN HEYMANNVP/Assis Sec-$0--
Filing and Contact Details

Filer

Filer Name
Heymann - Wolf Foundation
EIN
72-6019363
Phone
5044500631
Address
4540 BANCROFT DRIVE, NEW ORLEANS, LA 70122

Signing Officer

Name
Jerry Heymann
Title
President
Phone
5044500631
Signed
2021-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Bourgeois Bennett LLC
Address
111 VETERANS BLVD 17TH FLOOR, METAIRIE, LA 70005
Preparer
Marjorie W Duquesnay
Phone
5048314949
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0525442
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt056129
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt056135
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0538205
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0528878
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt057094
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt070011
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01274
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01274
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0507244
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0190043
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0715210
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0715485
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0799911
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt010343
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0190043
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0213309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt021079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11659688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2736493
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3107484
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt43557
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5105422
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-21079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt192219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21742
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-79407
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-107484
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-3557
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt648025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt956967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-21079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt192219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21742
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-79407
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-107484
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-3557
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt648025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt956967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt092219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11661430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2657086
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt348025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4105422
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt556967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0HEYMANN FAMILY PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PK DIVERSIFIED VENTURES LLC - ROCK SPRINGS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PERSHING LLC #1184
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MERRILL LYNCH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4PK DIVERSIFIED VENTURES LLC - SENVEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5PK DIVERSIFIED VENTURES LLC - VR GLOBAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6PK DIVERSIFIED VENTURES LLC - ZP UTILITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7PK DIVERSIFIED VENTURES LLC - VR GLOBAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8PK DIVERSIFIED VENTURES LLC - ZP UTILITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-12574
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt084701
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0635867
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt010161834
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt010077133
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09525967
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0526417
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0526417
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0526417
IRS990PF/DistributableAmountGrp/IncomeTaxAmt017653
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0551374
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07304
IRS990PF/DistributableAmountGrp/TotalTaxAmt024957
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt012974
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07278
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt013000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07304
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt012974
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07304
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07304
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt020278
IRS990PF/FMVAssetsEOYAmt011653911
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt010077133
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt09525967
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01232898
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01199686
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01203185
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt03973
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt035368
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt035368
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt08331994
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt08046194
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt010042746
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt027872
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0204402
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0142591
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0142591
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt010177133
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09653839
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt011653911
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0127872
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt010177133
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09653839
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt010077133
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09525967
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0403866
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0230000
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0230021
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt011195404
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0426177
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04482753
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0167931
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt06286474
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0551374
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt011027473
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt011195404
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JERRY HEYMANN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARJORIE HEYMANN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JONAS JOHN HEYMANN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1V.P./ASST. SEC.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VP/ASSIS SEC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04540 BANCROFT DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14540 BANCROFT DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24540 BANCROFT DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW ORLEANS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEW ORLEANS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NEW ORLEANS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0LA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1LA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2LA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd070122
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd170122
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd270122
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0507244
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0507244
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,653,839
Liabilities
$127,872
Net assets
$9,525,967
Revenue
$799,911
Expenses
$715,210
Net income
$84,701
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.08$0.00$9.08$1.12$0.78$0.34
2023Detailed filing. Detailed filing data is available for this year.$8.71$0.00$8.71$0.56$0.56$0.01
2022Detailed filing. Detailed filing data is available for this year.$8.80$0.10$8.70$0.26$0.71$0.44
2021Detailed filing. Detailed filing data is available for this year.$9.24$0.10$9.14$0.53$0.91$0.38
2020Detailed filing. Detailed filing data is available for this year.$9.65$0.13$9.53$0.80$0.72$0.08
2019Summary only. Only limited summary data is available for this year.$10.2$0.10$0.54$0.86$0.33
2015Summary only. Only limited summary data is available for this year.$10.9$0.10$0.70$0.84$0.14
2014Summary only. Only limited summary data is available for this year.$11.3$0.10$0.45$0.75$0.30
2013Detailed filing. Detailed filing data is available for this year.$11.4$0.10$11.3$0.50$0.77$0.27
2012Detailed filing. Detailed filing data is available for this year.$11.9$0.10$11.8$0.98
2011Summary only. Only limited summary data is available for this year.$12.5$0.10$0.92$0.85$0.07