Civic Intelligence

Ardell & Jean Heine Family Trust

EIN 83-2466082 • Park City, UT

Pub. 78 Eligible
7633 Purple Sage DrPark City, UT 84098
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

96th percentile

88%

Higher net margin than 96% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

92nd percentile

91%

Faster asset growth than 92% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

100%

Faster revenue growth than 90% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$368,985

Up $175,500 (+91%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$368,985

Up $175,500 (+91%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin96th percentile

Revenue

Up

$200,000

Up $100,000 (+100%) from 2023

Expenses

Down

$24,500

Down $6,500 (-21%) from 2023

Net Income

Up

$175,500

Up $106,500 (+154%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

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

$400K$300K$200K$100K$0Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $11,500Liabilities 2020: $0Net Assets 2020: $11,5002020Assets 2021: $134,105Liabilities 2021: $0Net Assets 2021: $134,1052021Assets 2022: $124,485Liabilities 2022: $0Net Assets 2022: $124,4852022Assets 2023: $193,485Liabilities 2023: $0Net Assets 2023: $193,4852023Assets 2024: $368,985Liabilities 2024: $0Net Assets 2024: $368,9852024

Highlighted filing

2024

Assets$368,985
Liabilities$0
Net Assets$368,985
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$200K$100K$0-$100KRevenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $20,000Expenses 2020: $8,500Net Income 2020: $11,5002020Revenue 2021: $129,120Expenses 2021: $6,515Net Income 2021: $122,6052021Revenue 2022: $100,000Expenses 2022: $109,620Net Income 2022: -$9,6202022Revenue 2023: $100,000Expenses 2023: $31,000Net Income 2023: $69,0002023Revenue 2024: $200,000Expenses 2024: $24,500Net Income 2024: $175,5002024

Highlighted filing

2024

Revenue$200,000
Expenses$24,500
Net Income$175,500
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$368,985
Liabilities
$0
Net assets
$368,985
Revenue
$200,000
Expenses
$24,500
Net income
$175,500
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$2.00$0.25$1.76
2023Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$1.00$0.31$0.69
2022Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$1.00$1.10$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$1.29$0.07$1.23
2020Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.20$0.09$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 4, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES HEINEDirector-$0--
NORMA HEINEDirector-$0--
WILLIAM RUSSELL WALKERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ardell & Jean Heine Family Trust
EIN
83-2466082
Phone
7132546557
Address
7633 PURPLE SAGE DR, PARK CITY, UT 84098

Signing Officer

Name
James Heine
Title
Director
Phone
7132546557
Signed
2025-09-04
Discuss with paid preparer
Yes

Preparer

Firm
Adkf Pc
Address
9601 MCALLISTER FREEWAY SUITE 800, SAN ANTONIO, TX 78216
Preparer
Dylan M Boss
Phone
2108291300
Raw XML Appendix261 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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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt07633 PURPLE SAGE DR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PARK CITY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0UT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd084098
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0200000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES HEINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07132546557
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARDELL & JEAN HEINE FAMILY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ARDE
ReturnHeader/Filer/EIN0832466082
ReturnHeader/Filer/PhoneNum07132546557
ReturnHeader/Filer/USAddress/AddressLine1Txt07633 PURPLE SAGE DR
ReturnHeader/Filer/USAddress/CityNm0PARK CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084098
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742606559
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ADKF PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09601 MCALLISTER FREEWAY SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078216
ReturnHeader/PreparerPersonGrp/PhoneNum02108291300
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DYLAN M BOSS
ReturnHeader/ReturnTs02025-09-05T16:33:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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