Civic Intelligence

Heitler Fund

990PF • Fiscal year 2023 • EIN 84-6021054

Dec 01, 2022 to Nov 30, 2023 • Filed on Mar 29, 2024

Organization Profile
1410 Grant Street Ste A-201Denver, CO 80203

(303) 861-8700

Siviq Scores

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

Liabilities / Assets

85th percentile

0.16x

Higher debt load relative to assets than 85% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

87th percentile

0.20x

Higher debt load relative to revenue than 87% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

24th percentile

-17%

Higher net margin than 24% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

56th percentile

2.4%

Faster asset growth than 56% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

88th percentile

92%

Faster revenue growth than 88% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$146,041

Up $3,362 (+2.4%) from 2022

Net Assets

Down

$122,482

Down $5,177 (-4.1%) from 2022

Liabilities

Up

$23,559

Up $23,559 from 2022

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin24th percentile

Revenue

Up

$119,964

Up $57,412 (+92%) from 2022

Expenses

Up

$140,161

Up $55,261 (+65%) from 2022

Net Income

Up

-$20,197

Up $2,151 (+9.6%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$150K$100K$50K$0Assets 2011: $4,198Liabilities 2011: $02011Assets 2012: $4,159Liabilities 2012: $02012Assets 2013: $2,964Liabilities 2013: $02013Assets 2014: $5,319Liabilities 2014: $02014Assets 2015: $8,149Liabilities 2015: $02015Assets 2019: $63,105Liabilities 2019: $02019Assets 2020: $81,072Liabilities 2020: $02020Assets 2022: $142,679Liabilities 2022: $0Net Assets 2022: $127,6592022Assets 2023: $146,041Liabilities 2023: $23,559Net Assets 2023: $122,4822023Assets 2024: $92,772Liabilities 2024: $0Net Assets 2024: $92,7722024

Highlighted filing

2023

Assets$146,041
Liabilities$23,559
Net Assets$122,482
Open 2023 Filing

Operations Trend

Revenue Growth88th percentile

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

$200K$100K$0-$100KRevenue 2011: $75Expenses 2011: $1,000Net Income 2011: -$9252011Revenue 2012: $75Expenses 2012: $114Net Income 2012: -$392012Revenue 2013: $11,000Expenses 2013: $12,195Net Income 2013: -$1,1952013Revenue 2014: $10,000Expenses 2014: $7,645Net Income 2014: $2,3552014Revenue 2015: $7,000Expenses 2015: $4,170Net Income 2015: $2,8302015Revenue 2019: $58,388Expenses 2019: $133,857Net Income 2019: -$75,4692019Revenue 2020: $155,684Expenses 2020: $137,717Net Income 2020: $17,9672020Revenue 2022: $62,552Expenses 2022: $84,900Net Income 2022: -$22,3482022Revenue 2023: $119,964Expenses 2023: $140,161Net Income 2023: -$20,1972023Revenue 2024: $42,585Expenses 2024: $58,876Net Income 2024: -$16,2912024

Highlighted filing

2023

Revenue$119,964
Expenses$140,161
Net Income-$20,197
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Mar 29, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE F HEITLERPresident-$0--
DON A HEITLERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Heitler Fund
EIN
84-6021054
In Care Of
% Bruce F Heitler
Phone
3038618700
Address
1410 Grant Street Ste A-201, Denver, CO 80203

Signing Officer

Name
Bruce F Heitler
Title
President
Phone
3038618700
Signed
2024-03-29
Raw XML Appendix367 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/StatementsRegardingActyGrp/PhoneNum03038618700
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DON HEITLER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03038608610
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01410 Grant Street Ste 201
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Denver
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd080203
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0No individual scholarships awarded
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0August 31 2024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt045000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Frends of Tenufa Bakehila
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06238 Woodcrest Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Baltimore
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd021209
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt045000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0140161
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0140161
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0140161
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0140161
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0140161
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ABIGAIL HIRSCH
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1BRUCE F HEITLER
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2GAIL E KLAPPER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01410 Grant Street Suite A201
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1170 South Dexter Street
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt26050 West Jewell Avenue
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Denver
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Denver
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2Denver
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd080203
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd180246
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd280232
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt050000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt135000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt230000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt017
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt178
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt210
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt3175
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt4621
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc178
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Registration fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3TaxAct
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Black Swift
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt017
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt178
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt210
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3175
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4621
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt017
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt178
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt210
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3175
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4621
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt017
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt178
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt210
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4621
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0MARGIN
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt023559
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE F HEITLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03038618700
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Heitler Fund
ReturnHeader/Filer/BusinessNameControlTxt0HEIT
ReturnHeader/Filer/EIN0846021054
ReturnHeader/Filer/InCareOfNm0% Bruce F Heitler
ReturnHeader/Filer/PhoneNum03038618700
ReturnHeader/Filer/USAddress/AddressLine1Txt01410 Grant Street Ste A-201
ReturnHeader/Filer/USAddress/CityNm0Denver
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080203
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/ReturnTs02024-03-29T14:45:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRUCE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HEITLER
ReturnHeader/TaxPeriodBeginDt02022-12-01
ReturnHeader/TaxPeriodEndDt02023-11-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$146,041
Liabilities
$23,559
Net assets
$122,482
Revenue
$119,964
Expenses
$140,161
Net income
-$20,197
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$0.43$0.59$0.16
2023Detailed filing. Detailed filing data is available for this year.$1.46$0.24$1.22$1.20$1.40$0.20
2022Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.28$0.63$0.85$0.22
2020Summary only. Only limited summary data is available for this year.$0.81$0.00$1.56$1.38$0.18
2019Summary only. Only limited summary data is available for this year.$0.63$0.00$0.58$1.34$0.75
2015Summary only. Only limited summary data is available for this year.$0.08$0.00$0.07$0.04$0.03
2014Summary only. Only limited summary data is available for this year.$0.05$0.00$0.10$0.08$0.02
2013Summary only. Only limited summary data is available for this year.$0.03$0.00$0.11$0.12$0.01
2012Summary only. Only limited summary data is available for this year.$0.04$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.04$0.00$0.00$0.01$0.01