Civic Intelligence

Robert a and Virginia Heinlein Prize Trust

990PF • Fiscal year 2023 • EIN 76-6079186

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 04, 2025

3106 Beauchamp StreetHouston, TX 77009

(713) 861-1960

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.15x

Higher debt load relative to assets than 63% of similar nonprofits.

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

Liabilities / Revenue

90th percentile

1.61x

Higher debt load relative to revenue than 90% of similar nonprofits.

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

Net Margin

5th percentile

-159%

Higher net margin than 5% of similar nonprofits.

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

Top Officer Pay

38th percentile

$35,000

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

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

Asset Growth

11th percentile

-8.0%

Faster asset growth than 11% of similar nonprofits.

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

Revenue Growth

22nd percentile

-17%

Faster revenue growth than 22% of similar nonprofits.

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

Assets

Down

$6,939,125

Down $600,858 (-8.0%) from 2022

Net Assets

Down

$5,889,609

Down $1,650,374 (-22%) from 2022

Liabilities

Up

$1,049,516

Up $1,049,516 from 2022

Revenue

Down

$652,701

Down $132,835 (-17%) from 2022

Expenses

Up

$1,687,349

Up $826,527 (+96%) from 2022

Net Income

Down

-$1,034,648

Down $959,362 (-1274%) from 2022

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $10,011,220Liabilities 2010: $0Net Assets 2010: $10,011,2202010Assets 2011: $9,947,373Liabilities 2011: $02011Assets 2012: $10,076,525Liabilities 2012: $0Net Assets 2012: $10,076,5252012Assets 2013: $10,155,607Liabilities 2013: $0Net Assets 2013: $10,155,6072013Assets 2014: $10,453,750Liabilities 2014: $0Net Assets 2014: $10,453,7502014Assets 2015: $10,010,300Liabilities 2015: $0Net Assets 2015: $10,010,3002015Assets 2016: $9,412,168Liabilities 2016: $0Net Assets 2016: $9,412,1682016Assets 2017: $8,360,585Liabilities 2017: $0Net Assets 2017: $8,360,5852017Assets 2018: $7,848,165Liabilities 2018: $0Net Assets 2018: $7,848,1652018Assets 2019: $7,447,634Liabilities 2019: $0Net Assets 2019: $7,447,6342019Assets 2020: $7,387,087Liabilities 2020: $0Net Assets 2020: $7,387,0872020Assets 2021: $7,163,806Liabilities 2021: $0Net Assets 2021: $7,163,8062021Assets 2022: $7,539,983Liabilities 2022: $0Net Assets 2022: $7,539,9832022Assets 2023: $6,939,125Liabilities 2023: $1,049,516Net Assets 2023: $5,889,6092023Assets 2024: $6,903,776Liabilities 2024: $1,562,760Net Assets 2024: $5,341,0162024

Highlighted filing

2023

Assets$6,939,125
Liabilities$1,049,516
Net Assets$5,889,609

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $646,8522010Revenue 2011: $833,035Expenses 2011: $959,682Net Income 2011: -$126,6472011Expenses 2012: $653,4842012Revenue 2013: $974,248Expenses 2013: $919,455Net Income 2013: $54,7932013Revenue 2014: $1,159,928Expenses 2014: $865,796Net Income 2014: $294,1322014Revenue 2015: $941,209Expenses 2015: $1,028,260Net Income 2015: -$87,0512015Revenue 2016: $1,025,126Expenses 2016: $1,684,261Net Income 2016: -$659,1352016Revenue 2017: $849,577Expenses 2017: $1,858,838Net Income 2017: -$1,009,2612017Revenue 2018: $1,013,298Expenses 2018: $1,421,095Net Income 2018: -$407,7972018Revenue 2019: $882,358Expenses 2019: $1,151,548Net Income 2019: -$269,1902019Revenue 2020: $555,350Expenses 2020: $814,252Net Income 2020: -$258,9022020Revenue 2021: $935,190Expenses 2021: $1,171,096Net Income 2021: -$235,9062021Revenue 2022: $785,536Expenses 2022: $860,822Net Income 2022: -$75,2862022Revenue 2023: $652,701Expenses 2023: $1,687,349Net Income 2023: -$1,034,6482023Revenue 2024: $684,999Expenses 2024: $1,162,184Net Income 2024: -$477,1852024

Highlighted filing

2023

Revenue$652,701
Expenses$1,687,349
Net Income-$1,034,648
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 4, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN B HIGHTOWERTrusteePT$35,000-$35,000
ART DULATrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Robert a & Virginia Heinlein
EIN
76-6079186
Phone
7138611960
Address
3106 BEAUCHAMP STREET, HOUSTON, TX 77009

Signing Officer

Name
Art Dula
Title
Trustee
Signed
2025-02-04
Discuss with paid preparer
Yes

Preparer

Firm
Akountus
Address
4306 Yoakum Blvd Suite 365, Houston, TX 77006
Preparer
Amy Garza
Phone
7135298832
Raw XML Appendix350 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/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0235060
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0235060
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0464309
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0808608
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt021398
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0640960
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt059067
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt059067
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03242681
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01307406
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0464309
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0808608
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt021398
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0640960
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01542466
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01307406
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03301748
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01994342
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01350113
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01350113
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01607
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1-25000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt297674
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt314400
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt435222
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt5206917
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ARTWORK COPYRIGHTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1DEPOSITS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2DESIGN WORK
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3LUNAR METEORITE SAMPLE FOR EDUCATIONAL P
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4PRINTS USED FOR EDUCATION PURPOSES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc5SPACESUITS FOR EDUCATIONAL DISPLAY
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01607
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1-25000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt297671
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt314400
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt435222
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt5206917
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01607
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1-25000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt297671
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt314400
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt435222
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt5206917
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0615726
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK TO TAX ADJ
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0archiving
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MARKETING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MERCHANT ACCOUNT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5POSTAGE & DELIVERY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6REPAIRS & MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7STORAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9WIRE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03131
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt165
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt259681
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3480
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt42816
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt52588
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6800
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt714426
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt84820
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt9790
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03131
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt165
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt259681
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3480
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt42186
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt52588
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6800
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt714426
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt84820
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt9790
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0435076
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ROYALTY
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0435076
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0435076
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0LOC
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01049516
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt057666
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt157670
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONTRACT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT MNGMT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt057666
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt157670
TaxesSchedule/TaxesDetail/Amt08813
TaxesSchedule/TaxesDetail/Amt11792
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt08813
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11792
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ART DULA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT A & VIRGINIA HEINLEIN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PRIZE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0766079186
ReturnHeader/Filer/PhoneNum07138611960
ReturnHeader/Filer/USAddress/AddressLine1Txt03106 BEAUCHAMP STREET
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077009
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010765464
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Akountus
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04306 Yoakum Blvd Suite 365
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077006
ReturnHeader/PreparerPersonGrp/PhoneNum07135298832
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY GARZA
ReturnHeader/ReturnTs02025-02-04T09:40:16-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.90$1.56$5.34$0.68$1.16$0.48
2023Detailed filing. Detailed filing data is available for this year.$6.94$1.05$5.89$0.65$1.69$1.03
2022Detailed filing. Detailed filing data is available for this year.$7.54$0.00$7.54$0.79$0.86$0.08
2021Detailed filing. Detailed filing data is available for this year.$7.16$0.00$7.16$0.94$1.17$0.24
2020Detailed filing. Detailed filing data is available for this year.$7.39$0.00$7.39$0.56$0.81$0.26
2019Detailed filing. Detailed filing data is available for this year.$7.45$0.00$7.45$0.88$1.15$0.27
2018Detailed filing. Detailed filing data is available for this year.$7.85$0.00$7.85$1.01$1.42$0.41
2017Detailed filing. Detailed filing data is available for this year.$8.36$0.00$8.36$0.85$1.86$1.01
2016Detailed filing. Detailed filing data is available for this year.$9.41$0.00$9.41$1.03$1.68$0.66
2015Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$0.94$1.03$0.09
2014Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$1.16$0.87$0.29
2013Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.97$0.92$0.05
2012Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.65
2011Summary only. Only limited summary data is available for this year.$9.95$0.00$0.83$0.96$0.13
2010Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$0.65