Civic Intelligence

Hein Legacy Foundation

990PF • Fiscal year 2023 • EIN 81-4655987

Jan 01, 2023 to Dec 31, 2023 • Filed on May 10, 2024

Organization Profile
3493 Airport RoadCle Elum, WA 98922

(509) 674-4414

Siviq Scores

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

Liabilities / Assets

58th percentile

0.05x

Higher debt load relative to assets than 58% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

91st percentile

1.17x

Higher debt load relative to revenue than 91% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

5th percentile

-173%

Higher net margin than 5% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

56th percentile

$30,510

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 26.3% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

29th percentile

-2.7%

Faster asset growth than 29% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

74th percentile

31%

Faster revenue growth than 74% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$2,605,221

Down $71,891 (-2.7%) from 2022

Net Assets

Down

$2,469,513

Down $206,288 (-7.7%) from 2022

Liabilities

Up

$135,708

Up $134,397 (+10251%) from 2022

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin5th percentile

Revenue

Up

$116,210

Up $27,422 (+31%) from 2022

Expenses

Up

$317,262

Up $134,850 (+74%) from 2022

Net Income

Down

-$201,052

Down $107,428 (-115%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2023

Assets$2,605,221
Liabilities$135,708
Net Assets$2,469,513
Open 2023 Filing

Operations Trend

Revenue Growth74th 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

2023

Revenue$116,210
Expenses$317,262
Net Income-$201,052
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 10, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA BECKERDirectorPT$30,510-$30,510
CLAIRE NICHOLLSTreasurer-$10,417-$10,417
JERRY HEINPresident-$0--
PATRICIA HEINSecretary-$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
Treasurer
Phone
5096744414
Signed
2024-05-10
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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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt2THE FOUNDATION AWARDED A GRANT TO THE SONS OF ITALY IN AMERICA. THE SONS OF ITALY USED THIS DONATION TO PROVIDE SCHOLARSHIPS IN THE NAME OF SONS OF ITALY TO TWO STUDENTS IN THE COMMUNITY.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CADENCE DESIGN SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CAMECO CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CENCORA INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CHENIERE ENERGY INC COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CHEVRON CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CME GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CONOCOPHILLIPS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CONSOL ENERGY INC NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24DELL TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25DEVON ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26DIAMONDBACK ENERGY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27D R HORTON INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28EATON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29ENBRIDGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ENCORE WIRE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31EOG RES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32FLEX LTD ORD SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33GALLAGHER ARTHUR J & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34HP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35HUBSPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36HUNT J B TRANS SVCS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37INTUITIVE SURGICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38ISHARES CORE S&P MID-CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39ISHARES CORE S&P SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40ISHARES S&P 500 GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41ISHARES S&P 500 VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42JABIL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43KINDER MORGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44KKR & CO INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45KLA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46LENNAR CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47LILLY ELI & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49MARATHON PETE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50MARRIOTT INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51MARTIN MARIETTA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52MARVELL TECHNOLOGY GROUP LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53MCDONALDS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MCKESSON CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MERCK & CO INC NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56META PLATFORMS INC CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MGM RESORTS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60NEXGEN ENERGY LTD COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61NOVO NORDISK A.S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62NUCOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63NVIDIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64OLD DOMINION FREIGHT LINE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65ONEOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66O REILLY AUTOMOTIVE INC NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67PALP ALTO NETWROKS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69PIONEER NAT RES CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70QUANTA SVCS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71SHOPIFY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72SIMON PROPERTY GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74STARWOOD PPTY TR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76TEXAS INSTRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77TRANSDIGM GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78UBER TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80WATSCO INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81WILLIAMS COS INC
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Filings

Displayed year

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

Open filing
Assets
$2,605,221
Liabilities
$135,708
Net assets
$2,469,513
Revenue
$116,210
Expenses
$317,262
Net income
-$201,052
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