Civic Intelligence

Hein Legacy Foundation

990PF • Fiscal year 2021 • EIN 81-4655987

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 25, 2022

Organization Profile
104 Montgomery AveCle Elum, WA 98922

(509) 674-4414

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

86th percentile

57%

Higher net margin than 86% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

64th percentile

14%

Faster asset growth than 64% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

82nd percentile

95%

Faster revenue growth than 82% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,766,817

Up $329,883 (+14%) from 2020

Net Assets

Up

$2,766,817

Up $329,883 (+14%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin86th percentile

Revenue

Up

$572,268

Up $278,883 (+95%) from 2020

Expenses

Up

$244,525

Up $42,276 (+21%) from 2020

Net Income

Up

$327,743

Up $236,607 (+260%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$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

2021

Assets$2,766,817
Liabilities$0
Net Assets$2,766,817
Open 2021 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$572,268
Expenses$244,525
Net Income$327,743
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 25, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY HEINPresident-$0--
PATRICIA HEINSecretary-$0--
CLAIRE NICHOLLSTreasurer-$0--
JOHN HEINDirector-$0--
ANNEMARIE HILLDirector-$0--
Filing and Contact Details

Filer

Filer Name
Shoemaker Foundation
EIN
81-4655987
Phone
5096744414
Address
104 MONTGOMERY AVE, CLE ELUM, WA 98922

Signing Officer

Name
Claire Nicholls
Title
Treasurer
Phone
5096744414
Signed
2022-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
601 W RIVERSIDE AVE SUITE 1800, SPOKANE, WA 99201
Preparer
Emina O Cresswell CPA
Phone
5097472600
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44INTERCONTINENTAL EXCHANGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45INTERPUBLIC GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47INTUITIVE SURGICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48ISHARES CORE S&P MID-CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49ISHARES CORE S&P SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ISHARES S&P 500 GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51ISHARES S&P 500 VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53KINDER MORGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54KLA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55LIVE NATION ENTMT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MANULIFE FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58MARATHON PETE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59MARRIOTT INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60MARTIN MARIETTA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MARVELL TECHNOLOGY GROUP LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62MGM RESORTS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MSCI INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67NORWEGIAN CRUISE LINE HLDGS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68NOVO NORDISK A.S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69NUCOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70NVIDIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71NXP SEMICONDUCTORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72OLD DOMINION FREIGHT LINE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73ONEOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77SHOPIFY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78SILVERGATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79SIMON PROPERTY GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80SOUTHERN COPPER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82STARWOOD PPTY TR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84SVB FINL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86TEXAS INSTRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87TRUIST FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90WILLIAMS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91YUM BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92ZOETIS INC
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt056201
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0266046
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0SECURITIES LITIGATION PROCEEDS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt021
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0322268
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0322268
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt06129
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01532
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07661
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0266046
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0163672
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0163672
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0250000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt056201
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt056201
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0327743
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0988888
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0266046
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0288332
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt036720
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt036720
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt021
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt021
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt031928
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt031928
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt060
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0476
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04544
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0206581
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt033936
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0244525
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0322268
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0572268
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt042909
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt033936
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt080853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0323328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1399514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-15366
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1278110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23302
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-15366
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1278110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23302
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0307962
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1677624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23302
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FIRST REPUBLIC - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0266046
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0327743
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02140
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02766817
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02436934
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02766817
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0191036
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0191036
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0191036
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0195044
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04008
IRS990PF/DistributableAmountGrp/TotalTaxAmt04008
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0297
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04008
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04008
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04008
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03711
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0297
IRS990PF/FMVAssetsEOYAmt04249010
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0192681
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0140321
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0140321
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02197300
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02574921
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04057114
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt02436934
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt02766817
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0297
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt046656
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt051575
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt051575

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,766,817
Liabilities
$0
Net assets
$2,766,817
Revenue
$572,268
Expenses
$244,525
Net income
$327,743
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.70$0.09$2.60$0.35$0.23$0.13
2023Detailed filing. Detailed filing data is available for this year.$2.61$0.14$2.47$0.12$0.32$0.20
2022Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.09$0.18$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.57$0.24$0.33
2020Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.29$0.20$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.26$0.16$0.10
2018Detailed filing. Detailed filing data is available for this year.$2.27$0.02$2.24$0.60$0.16$0.44