Civic Intelligence

Hein Legacy Foundation

EIN 81-4655987 • Cle Elum, WA

3493 Airport RoadCle Elum, WA 98922
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

54th percentile

0.04x

Higher debt load relative to assets than 54% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

75th percentile

0.27x

Higher debt load relative to revenue than 75% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

81st percentile

36%

Higher net margin than 81% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

85th percentile

$25,000

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

53rd percentile

3.6%

Faster asset growth than 53% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

203%

Faster revenue growth than 95% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,699,642

Up $94,421 (+3.6%) from 2023

Liabilities

Down

$94,655

Down $41,053 (-30%) from 2023

Net Assets

Up

$2,604,987

Up $135,474 (+5.5%) from 2023

Revenue

Up

$351,919

Up $235,709 (+203%) from 2023

Expenses

Down

$226,651

Down $90,611 (-29%) from 2023

Net Income

Up

$125,268

Up $326,320 (+162%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2018: $2,268,520Liabilities 2018: $24,177Net Assets 2018: $2,244,3432018Assets 2019: $2,345,858Liabilities 2019: $0Net Assets 2019: $2,345,8582019Assets 2020: $2,436,934Liabilities 2020: $0Net Assets 2020: $2,436,9342020Assets 2021: $2,766,817Liabilities 2021: $0Net Assets 2021: $2,766,8172021Assets 2022: $2,677,112Liabilities 2022: $1,311Net Assets 2022: $2,675,8012022Assets 2023: $2,605,221Liabilities 2023: $135,708Net Assets 2023: $2,469,5132023Assets 2024: $2,699,642Liabilities 2024: $94,655Net Assets 2024: $2,604,9872024

Highlighted filing

2024

Assets$2,699,642
Liabilities$94,655
Net Assets$2,604,987

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2018: $604,701Expenses 2018: $160,196Net Income 2018: $444,5052018Revenue 2019: $261,514Expenses 2019: $163,259Net Income 2019: $98,2552019Revenue 2020: $293,385Expenses 2020: $202,249Net Income 2020: $91,1362020Revenue 2021: $572,268Expenses 2021: $244,525Net Income 2021: $327,7432021Revenue 2022: $88,788Expenses 2022: $182,412Net Income 2022: -$93,6242022Revenue 2023: $116,210Expenses 2023: $317,262Net Income 2023: -$201,0522023Revenue 2024: $351,919Expenses 2024: $226,651Net Income 2024: $125,2682024

Highlighted filing

2024

Revenue$351,919
Expenses$226,651
Net Income$125,268

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 23, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLAIRE NICHOLLSPresident/SecretaryPT$25,000-$25,000
MELISSA BECKERTreasurerPT$15,795-$15,795
JERRY HEINDirector-$0--
PATRICIA HEINDirector-$0--
ANNEMARIE HILLDirector-$0--
JOHN HEINDirector-$0--
Filing and Contact Details

Filer

Filer Name
Hein Legacy Foundation
EIN
81-4655987
Phone
5096744414
Address
3493 AIRPORT ROAD, CLE ELUM, WA 98922

Signing Officer

Name
Claire Nicholls
Title
President/secretary
Phone
5096744414
Signed
2025-06-23
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
601 W RIVERSIDE AVENUE STE 1800, SPOKANE, WA 99201
Preparer
Emina O Cresswell CPA
Phone
5097472600
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19DELL TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20D R HORTON INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21EATON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23EMCOR GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24ENBRIDGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25EXXON MOBIL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26FLEX LTD ORD SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27GALLAGHER ARTHUR J & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28GLOBAL X FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29GOLDMAN SACHS GROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30HIMS & HERS HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32INTUITIVE SURGICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ISHARES CORE S&P MID-CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34ISHARES CORE S&P SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35ISHARES S&P 500 GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ISHARES S&P 500 VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37KINDER MORGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38KKR & CO INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39LENNAR CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41MARRIOTT INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42MARTIN MARIETTA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MARVELL TECHNOLOGY GROUP LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44MERCADOLIBRE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45META PLATFORMS INC CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47MICROSTRATEGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48MONDAY.COM LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51NEXGEN ENERGY LTD COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52NVIDIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53ONEOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55PALANTIR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56PALO ALTO NETWROKS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58PROGRESSIVE CORP OH COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59QUANTA SVCS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60RTX CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62SIMON PROPERTY GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63SPDR S&P 500 ETF TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64SPOTIFY TECHNOLOGY S A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66TAIWAN SEMICONDUCTOR MFG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67TEXAS INSTRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68TOLL BROTHERS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69TRADE DESK INC (THE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70TRANSDIGM GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71UBER TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73VERTIV HOLDINGS LLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75WATSCO INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76WILLIAMS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77ZEBRA TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79ALPHABET INC
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt065414
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0285417
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0GRANT REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt01085
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0350831
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt01085
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0351916
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt06205
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt06205
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt012410
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0285417
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt036716
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt04080
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt040795
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0150877
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0150877
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt065414
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt065414
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0125268
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01487404
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0285417
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0325381
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0377
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0377
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01085
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt014144
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt014144
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt03132
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01021
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08048
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0197307
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt025450
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0226651
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0350831
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0351919
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt046430
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt025450
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt075774
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0430332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1771655
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-93714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1378948
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-93714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1378948
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0336618
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11150603
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ST PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LT PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0285417
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0125268
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt010206
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02604987
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02469513
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0221082
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IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt01085
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04523
IRS990PF/DistributableAmountGrp/TotalTaxAmt04523
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt077
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt02600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04523
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt077
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04523
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04523
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04600
IRS990PF/FMVAssetsEOYAmt04911046
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt02234
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0885
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt032640
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt027548
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt027548
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02537108
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02607025
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04818429
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0133474
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt093770
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt02469513
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt02604987
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X

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