Civic Intelligence

Davis Heller Memorial Foundation

990EZ • Fiscal year 2023 • EIN 92-0705867

Jan 01, 2023 to Dec 31, 2023 • Filed on May 06, 2024

Organization ProfileDAVISHELLERMEMORIALFOUNDATION.COM
162 Hopkinton DriveMooresville, NC 28117

(808) 854-7742

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

73rd percentile

37%

Higher net margin than 73% of similar nonprofits.

2023 filings • NTEE B12 • <$500k nonprofits • Source year 2023

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

2023 filings • NTEE B12 • <$500k nonprofits • Source year 2023

Asset Growth

70th percentile

16%

Faster asset growth than 70% of similar nonprofits.

2023 filings • NTEE B12 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

16th percentile

-59%

Faster revenue growth than 16% of similar nonprofits.

2023 filings • NTEE B12 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$78,007

Up $10,575 (+16%) from 2022

Net Assets

Up

$78,007

Up $10,575 (+16%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin73rd percentile

Revenue

Down

$28,579

Down $41,816 (-59%) from 2022

Expenses

Up

$18,004

Up $15,041 (+508%) from 2022

Net Income

Down

$10,575

Down $56,857 (-84%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$80K$60K$40K$20K$0Assets 2022: $67,432Liabilities 2022: $0Net Assets 2022: $67,4322022Assets 2023: $78,007Net Assets 2023: $78,0072023Assets 2024: $66,861Net Assets 2024: $66,8612024

Highlighted filing

2023

Assets$78,007
Liabilities-
Net Assets$78,007
Open 2023 Filing

Operations Trend

Revenue Growth16th percentile

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

$100K$50K$0-$50KRevenue 2022: $70,395Expenses 2022: $2,963Net Income 2022: $67,4322022Revenue 2023: $28,579Expenses 2023: $18,004Net Income 2023: $10,5752023Revenue 2024: $9,532Expenses 2024: $20,678Net Income 2024: -$11,1462024

Highlighted filing

2023

Revenue$28,579
Expenses$18,004
Net Income$10,575
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 6, 2024
Return Version
2023v5.0
Gross Receipts
$29,182
Mission and Program Overview

Mission

The foundation is created to honor the memory of Davis Heller by giving athletes who exemplify Davis character of being a team player and bettering themselves on and off the field the opportunity to receive a college level education

Program Services

DescriptionGrantsExpenses
1 Award gifted to North Greenville student athlete$0$5,000
1 Award gifted to North Greenville student student athlete$0$5,000
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DJ HellerPresidentPT$0--
Melanie HellerVice PresidentPT$0--
Michelle CostalesSecretary And Treasurer-$0--
Jennifer MarionDirector-$0--
Kevin HaggertyDirector-$0--
Filing and Contact Details

Filer

Filer Name
Davis Heller Memorial Foundation
EIN
92-0705867
In Care Of
% DJ HELLER
Address
162 HOPKINTON DRIVE, MOORESVILLE, NC 28117

Signing Officer

Name
Michelle Costales
Title
Treasurer
Signed
2024-05-06
Supplemental Narrative

Additional Explanations

Part I, line 10

“| Grants And Similar Amounts Paid:, Amount:| Scholarships granted, $10000|”

Part I, line 16

“| Other Expenses:, Amount:| Bank Merchant Fees, $2393| Travel, $2896|”

Part II, line 24

“| Explanation:, BOYAmount:, EOYAmount:| Other Assets - Inventory, $3125, $2521|”

Raw XML Appendix230 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Grants And Similar Amounts Paid:, Amount:| Scholarships granted, $10000|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Other Expenses:, Amount:| Bank Merchant Fees, $2393| Travel, $2896|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Explanation:, BOYAmount:, EOYAmount:| Other Assets - Inventory, $3125, $2521|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part II, line 24
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Michelle Costales
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVIS HELLER MEMORIAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0920705867
ReturnHeader/Filer/ForeignPhoneNum08088547742
ReturnHeader/Filer/InCareOfNm0% DJ HELLER
ReturnHeader/Filer/USAddress/AddressLine1Txt0162 HOPKINTON DRIVE
ReturnHeader/Filer/USAddress/CityNm0MOORESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028117
ReturnHeader/ReturnTs02024-05-06T08:00:07-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Michelle
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Costales
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$78,007
Liabilities
-
Net assets
$78,007
Revenue
$28,579
Expenses
$18,004
Net income
$10,575
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$66.9$66.9$9.53$20.7$11.1
2023Detailed filing. Detailed filing data is available for this year.$78.0$78.0$28.6$18.0$10.6
2022Detailed filing. Detailed filing data is available for this year.$67.4$0.00$67.4$70.4$2.96$67.4
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • NTEE B12 • <$500k nonprofits