Civic Intelligence

Heymann - Wolf Foundation

990PF • Fiscal year 2023 • EIN 72-6019363

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

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

70th percentile

0.00x

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

2023 filings • NTEE T • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • NTEE T • $5M-$10M nonprofits • Source year 2023

Net Margin

51st percentile

1.1%

Higher net margin than 51% of similar nonprofits.

2023 filings • NTEE T • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2023 filings • NTEE T • $5M-$10M nonprofits • Source year 2023

Asset Growth

43rd percentile

-1.1%

Faster asset growth than 43% of similar nonprofits.

2023 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

78th percentile

115%

Faster revenue growth than 78% of similar nonprofits.

2023 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$8,706,085

Down $94,227 (-1.1%) from 2022

Net Assets

Up

$8,706,085

Up $5,773 (+0.1%) from 2022

Liabilities

Down

$0

Down $100,000 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin51st percentile

Revenue

Up

$561,753

Up $300,051 (+115%) from 2022

Expenses

Down

$555,643

Down $149,794 (-21%) from 2022

Net Income

Up

$6,110

Up $449,845 (+101%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2023

Assets$8,706,085
Liabilities$0
Net Assets$8,706,085
Open 2023 Filing

Operations Trend

Revenue Growth78th 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

2023

Revenue$561,753
Expenses$555,643
Net Income$6,110
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay70th 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
2024-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Bourgeois Bennett LLC
Address
111 VETERANS BLVD SUITE 1700, METAIRIE, LA 70005
Preparer
Susan R Russell
Phone
5048314949
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AppliedToPriorYearElection/ElectionDesc0HEYMANN-WOLF FOUNDATION228 ST. CHARLES AVENUE, SUITE 1141NEW ORLEANS, LA 70130IDENTIFICATION NUMBER: 72-6019363TAX YEAR END: 12/31/2009PURSUANT TO CODE SECTION 4942(H)(2) AND REG. SECTION 53.4942(A)-3(D)(2), HEYMANN-WOLF FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS COMING FROM PRIOR YEAR'S UNDISTRIBUTED INCOME AS FOLLOWS: YEAR END AMOUNT 12/31/2007 $261,575___________________________________________JERRY HEYMANN, PRESIDENT
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt924,567.6070 BLACKROCK MULTI ASSET INCOME PORTFOLIO - ML ACCT. NO. 546-02394
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1028,268.3290 BLACKROCK STRATEGIC INCOME OPPRTNTS - ML ACCT. NO. 546-02394
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113,395.3680 AMERICAN NEW WORLD FUND- ML ACCT. NO. 546-02394
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123,978.5102 J.P. MORGAN EQUITY PREMIUM INCOME - ML ACCT. NO. 546-02394
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133020.2750 FIRST EAGLE GLOBAL CL I - ML ACCT. NO. 546-02394
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144,334.798 AMERICAN SMALLCAP WORLD FD - ML ACCT. NO. 546-02394
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt154,593.1380 AMERICAN CAPITAL WORLD GROWTH & INCO - ML ACCT. NO. 546-02394
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt165.9334 MORGAN STANLEY EMERGING - ML ACCT. NO. 546-02394
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt177,701.1580 JP MORGAN MID CAP VALUE FD CL I - ML ACCT. NO. 546-02394
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1890.0000 WELLS FARGO & CO NEW 7.5% PERP CONV - ML ACCT. NO. 546-02394
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19HEYMANN - SAP V PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20HEYMANN FAMILY PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21NRMA, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22PK DIVERSIFIED VENTURES - ROCK SPRINGS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0116833
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1157260
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2104912
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4200271
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7121230
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8427214
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0279323
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd1114
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-349
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt1-1635
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0563737
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0561753
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt08950
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt08950
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt018640
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0406000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0406000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0279323
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0279323
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt06110
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0501359
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt015453
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt043
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt043
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt015453
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt018640
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0437176
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt054827
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt056459
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0265731
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0263747
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt053712
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt066212
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02569
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02569
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0414950
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0126561
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0555643
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0563737
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0561753
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt08950
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0126561
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0149643
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt055881
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2401838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03868
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt121972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-49297
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt641159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03868
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt121972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-49297
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt641159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03868
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt121972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt36584
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt425000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5401852
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt641159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PK DIVERSIFIED VENTURES LLC - ROCK SPRINGS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PK DIVERSIFIED VR GLOBAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2HEYMANN FAMILY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3STERLING STAMOS LEVERED OFFSHORE FUNDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4MERRILL LYNCH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5PERSHING
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt018640
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt06110
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0337
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08706422
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08700312
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08706085
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0465617
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0465617
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0465617
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0471694
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06077
IRS990PF/DistributableAmountGrp/TotalTaxAmt06077
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04963
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07040
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt04000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06077
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04963

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,706,085
Liabilities
$0
Net assets
$8,706,085
Revenue
$561,753
Expenses
$555,643
Net income
$6,110
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