Civic Intelligence

Heiman Family Foundation

990PF • Fiscal year 2017 • EIN 73-6316496

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 16, 2018

4301 Rock Canyon RdEdmond, OK 73025

(405) 341-6936

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

9th percentile

-54%

Higher net margin than 9% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

33rd percentile

-5.5%

Faster asset growth than 33% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

84th percentile

45%

Faster revenue growth than 84% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$54,273

Down $3,142 (-5.5%) from 2016

Net Assets

Down

$54,273

Down $3,142 (-5.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$5,777

Up $1,799 (+45%) from 2016

Expenses

Down

$8,919

Down $1,286 (-13%) from 2016

Net Income

Up

-$3,142

Up $3,085 (+50%) from 2016

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $88,559Liabilities 2010: $0Net Assets 2010: $88,5592010Assets 2011: $79,294Liabilities 2011: $12011Assets 2012: $75,215Liabilities 2012: $12012Assets 2013: $69,339Liabilities 2013: $0Net Assets 2013: $69,3392013Assets 2014: $66,159Liabilities 2014: $0Net Assets 2014: $66,1592014Assets 2015: $63,640Liabilities 2015: $0Net Assets 2015: $63,6402015Assets 2016: $57,415Liabilities 2016: $0Net Assets 2016: $57,4152016Assets 2017: $54,273Liabilities 2017: $0Net Assets 2017: $54,2732017Assets 2018: $51,553Liabilities 2018: $0Net Assets 2018: $51,5532018Assets 2019: $48,569Liabilities 2019: $0Net Assets 2019: $48,5692019Assets 2020: $44,648Liabilities 2020: $12020Assets 2021: $52,936Liabilities 2021: $0Net Assets 2021: $52,9362021Assets 2022: $51,704Liabilities 2022: $12022Assets 2023: $49,060Liabilities 2023: $12023Assets 2024: $40,305Liabilities 2024: $0Net Assets 2024: $40,3052024

Highlighted filing

2017

Assets$54,273
Liabilities$0
Net Assets$54,273

Operations Trend

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

$60K$40K$20K$0-$20KExpenses 2010: $5,8642010Revenue 2011: -$2,105Expenses 2011: $7,160Net Income 2011: -$9,2652011Revenue 2012: $2,771Expenses 2012: $6,850Net Income 2012: -$4,0792012Revenue 2013: $2,325Expenses 2013: $8,201Net Income 2013: -$5,8762013Revenue 2014: $3,347Expenses 2014: $6,523Net Income 2014: -$3,1762014Revenue 2015: $6,468Expenses 2015: $8,987Net Income 2015: -$2,5192015Revenue 2016: $3,978Expenses 2016: $10,205Net Income 2016: -$6,2272016Revenue 2017: $5,777Expenses 2017: $8,919Net Income 2017: -$3,1422017Revenue 2018: $2,795Expenses 2018: $5,509Net Income 2018: -$2,7142018Revenue 2019: $3,810Expenses 2019: $6,794Net Income 2019: -$2,9842019Revenue 2020: $4,044Expenses 2020: $7,965Net Income 2020: -$3,9212020Revenue 2021: $13,554Expenses 2021: $5,266Net Income 2021: $8,2882021Revenue 2022: $5,390Expenses 2022: $6,622Net Income 2022: -$1,2322022Revenue 2023: $51,946Expenses 2023: $54,590Net Income 2023: -$2,6442023Revenue 2024: $6,027Expenses 2024: $14,782Net Income 2024: -$8,7552024

Highlighted filing

2017

Revenue$5,777
Expenses$8,919
Net Income-$3,142
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 16, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOY I HEIMANTrustee-$0--
KARI HEIMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Heiman Family Foundation
EIN
73-6316496
Phone
4053416936
Address
4301 ROCK CANYON RD, EDMOND, OK 73025

Signing Officer

Name
Joy I Heiman
Title
Trustee
Phone
4053416936
Signed
2018-07-16

Preparer

Firm
James Dee Johnson & Company Cpas Pc
Address
3608 NW 58TH STE 100, OKLAHOMA CITY, OK 73112-6623
Preparer
James Dee Johnson
Phone
4059431272
Raw XML Appendix321 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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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03503
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03503
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03503
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03521
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt018
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01072
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0EDMOND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3COMMUNITY SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4DEVELOP LOCAL ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5EDUCATION, HEALTH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FREE TO LIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2OKLAHOMA MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3RED CROSS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ALLIED ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5PLANNED PARENTHOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05400 N GRAND BLVD 230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 5884
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2825 NORTHEAST 13TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3601 NE 6TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41015 N BROADWAY STE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5619 NW 23RD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OKLAHOMA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1EDMOND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2OKLAHOMA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3OKLAHOMA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4OKLAHOMA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5OKLAHOMA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd073112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd173083
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd273104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd373104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd473102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd573103
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08550
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03503
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03503
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04889
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04210
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01552
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02642
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02139
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02139
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt018340
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05047
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04889
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04210
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01552
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02642
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08550
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05047
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt020479
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt015432
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0314
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISOR FEES
TaxesSchedule/TaxesDetail/Amt019
TaxesSchedule/TaxesDetail/Amt115
TaxesSchedule/TaxesDetail/Amt221
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES DIVIDENDS
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOY I HEIMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04053416936
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEIMAN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HEIM
ReturnHeader/Filer/EIN0736316496
ReturnHeader/Filer/PhoneNum04053416936
ReturnHeader/Filer/USAddress/AddressLine1Txt04301 ROCK CANYON RD
ReturnHeader/Filer/USAddress/CityNm0EDMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073025
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId022BFDC5E1EEED5F1DE6765F8AF58F6246E98EA9D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId022BFDC5E1EEED5F1DE6765F8AF58F6246E98EA9D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.109.254.235
ReturnHeader/FilingSecurityInformation/IPDt02018-07-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:21:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731290332
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES DEE JOHNSON & COMPANY CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03608 NW 58TH STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0731126623
ReturnHeader/PreparerPersonGrp/PhoneNum04059431272
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES DEE JOHNSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-07-20T12:21:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.3$0.00$40.3$6.03$14.8$8.76
2023Summary only. Only limited summary data is available for this year.$49.1$0.00$51.9$54.6$2.64
2022Summary only. Only limited summary data is available for this year.$51.7$0.00$5.39$6.62$1.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.9$0.00$52.9$13.6$5.27$8.29
2020Summary only. Only limited summary data is available for this year.$44.6$0.00$4.04$7.97$3.92
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.6$0.00$48.6$3.81$6.79$2.98
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.6$0.00$51.6$2.80$5.51$2.71
2017Detailed filing. Detailed filing data is available for this year.$54.3$0.00$54.3$5.78$8.92$3.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.4$0.00$57.4$3.98$10.2$6.23
2015Detailed filing. Detailed filing data is available for this year.$63.6$0.00$63.6$6.47$8.99$2.52
2014Detailed filing. Detailed filing data is available for this year.$66.2$0.00$66.2$3.35$6.52$3.18
2013Detailed filing. Detailed filing data is available for this year.$69.3$0.00$69.3$2.33$8.20$5.88
2012Summary only. Only limited summary data is available for this year.$75.2$0.00$2.77$6.85$4.08
2011Summary only. Only limited summary data is available for this year.$79.3$0.00$2.11$7.16$9.27
2010Detailed filing. Detailed filing data is available for this year.$88.6$0.00$88.6$5.86