Civic Intelligence

Clarence E Heller Charitable Foundation

990PF • Fiscal year 2012 • EIN 94-2814266

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 14, 2013

Organization Profile

View Organization Page

44 Montgomery St94104
Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

2012 filings • $50M-$100M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

90th percentile

$277,713

Higher top officer pay than 90% of similar nonprofits.

2012 filings • $50M-$100M nonprofits • Source year 2012

Asset Growth

62nd percentile

5.9%

Faster asset growth than 62% of similar nonprofits.

2012 filings • $50M-$100M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$63,818,931

Up $3,540,622 (+5.9%) from 2011

Net Assets

Up

$63,742,215

Up $3,523,636 (+5.9%) from 2011

Liabilities

Up

$76,716

Up $16,986 (+28%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$3,075,305

Up $81,960 (+2.7%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$100M$50M$0Assets 2010: $62,558,118Liabilities 2010: $16,800Net Assets 2010: $62,541,3182010Assets 2011: $60,278,309Liabilities 2011: $59,730Net Assets 2011: $60,218,5792011Assets 2012: $63,818,931Liabilities 2012: $76,716Net Assets 2012: $63,742,2152012Assets 2013: $69,778,879Liabilities 2013: $74,914Net Assets 2013: $69,703,9652013Assets 2014: $67,639,384Liabilities 2014: $115,310Net Assets 2014: $67,524,0742014Assets 2015: $62,650,724Liabilities 2015: $94,994Net Assets 2015: $62,555,7302015Assets 2016: $64,001,721Liabilities 2016: $93,481Net Assets 2016: $63,908,2402016Assets 2017: $70,170,903Liabilities 2017: $213,926Net Assets 2017: $69,956,9772017Assets 2018: $63,675,404Liabilities 2018: $113,368Net Assets 2018: $63,562,0362018Assets 2019: $68,626,543Liabilities 2019: $203,232Net Assets 2019: $68,423,3112019Assets 2020: $74,948,767Liabilities 2020: $187,236Net Assets 2020: $74,761,5312020Assets 2021: $82,247,748Liabilities 2021: $225,472Net Assets 2021: $82,022,2762021Assets 2022: $66,936,613Liabilities 2022: $305,563Net Assets 2022: $66,631,0502022Assets 2023: $69,930,688Liabilities 2023: $161,737Net Assets 2023: $69,768,9512023Assets 2024: $71,750,249Liabilities 2024: $1,368,344Net Assets 2024: $70,381,9052024

Highlighted filing

2012

Assets$63,818,931
Liabilities$76,716
Net Assets$63,742,215
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0M-$10MExpenses 2010: $2,571,6772010Expenses 2011: $2,993,3452011Expenses 2012: $3,075,3052012Revenue 2013: $3,315,409Expenses 2013: $3,214,429Net Income 2013: $100,9802013Revenue 2014: $3,226,582Expenses 2014: $3,817,035Net Income 2014: -$590,4532014Revenue 2015: $2,610,053Expenses 2015: $4,040,337Net Income 2015: -$1,430,2842015Revenue 2016: $2,856,809Expenses 2016: $3,287,265Net Income 2016: -$430,4562016Revenue 2017: $3,557,402Expenses 2017: $3,486,412Net Income 2017: $70,9902017Revenue 2018: $1,892,016Expenses 2018: $3,418,768Net Income 2018: -$1,526,7522018Revenue 2019: $12,236Expenses 2019: $3,669,189Net Income 2019: -$3,656,9532019Revenue 2020: $76,285Expenses 2020: $3,749,002Net Income 2020: -$3,672,7172020Revenue 2021: $9,747Expenses 2021: $3,826,241Net Income 2021: -$3,816,4942021Revenue 2022: $21,009Expenses 2022: $4,204,786Net Income 2022: -$4,183,7772022Revenue 2023: $41,067Expenses 2023: $4,131,035Net Income 2023: -$4,089,9682023Revenue 2024: $1,478Expenses 2024: $5,389,238Net Income 2024: -$5,387,7602024

Highlighted filing

2012

Revenue-
Expenses$3,075,305
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 14, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bruce A HirschExec DirectorFT$223,978$53,735$277,713
Ruth HellerTrustee-$0--
Janet H HarckhamTrustee-$0--
Rolf LygrenVice President-$0--
Sarah Coade MandellSecretary-Treas-$0--
Alfred HellerTrustee-$0--
Katherine HellerTrustee-$0--
Anne Heller AndersonPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-VariousStmt 18San Francsico, CA, US$2,102,550
Filing and Contact Details

Filer

EIN
94-2814266
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IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/BusinessCode0721110
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0Other Investment Income
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description1Oil & Gas Inc
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description2Misc Revenue
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description3Investment Inc frm Psps
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount0426
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount122443
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount2-136854
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode115
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode214
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/RelatedOrExemptFunctionIncome065
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/UnrelatedBusinessIncomeAmount0442211
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0947030
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome065
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount0700134
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA01647229
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps020022
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm029202
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss059824
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm03969664
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps0217702
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm055367
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss0277713
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps02102550
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss02102550
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss012470
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0318895
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0318895
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-1428076
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice05949888
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm0365
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss0365
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps02526
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm010318
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss012844
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0999678
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome03918671
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblPrps064770
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncm016128
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnss080898
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps0167177
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm041630
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnss0208807
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps035104
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm014707
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss051494
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm022869
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss0328291
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps022484
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm0210595
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss0233079
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblPrps058627
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm015175
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnss076116
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0-46881
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps02697311
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0393122
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss03075305
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome04311793
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses01647229
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0594761
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0393122
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0972755
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblPrps06349
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnss06391
IRS990PF/BalanceSheets/AccountsPayableBOY021130
IRS990PF/BalanceSheets/AccountsPayableEOY036716
IRS990PF/BalanceSheets/AccountsReceivableBOY028264
IRS990PF/BalanceSheets/AccumDeprecLandBldgAndEquip0230069
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY04755622
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY04944116
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV04944116
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY015233251
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY014947690
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV014947690
IRS990PF/BalanceSheets/InvestmentsOtherBOY037817165
IRS990PF/BalanceSheets/InvestmentsOtherEOY039570917
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV039570917
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBasis0236799
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBOY019200
IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOY06730
IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOYFMV06730
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY06834
IRS990PF/BalanceSheets/OtherAssetsEOY02146879
IRS990PF/BalanceSheets/OtherAssetsEOYFMV02146879
IRS990PF/BalanceSheets/OtherLiabilitiesBOY038600

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,818,931
Liabilities
$76,716
Net assets
$63,742,215
Revenue
-
Expenses
$3,075,305
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$71.8$1.37$70.4$0.00$5.39$5.39
2023Detailed filing. Detailed filing data is available for this year.$69.9$0.16$69.8$0.04$4.13$4.09
2022Detailed filing. Detailed filing data is available for this year.$66.9$0.31$66.6$0.02$4.20$4.18
2021Detailed filing. Detailed filing data is available for this year.$82.2$0.23$82.0$0.01$3.83$3.82
2020Detailed filing. Detailed filing data is available for this year.$74.9$0.19$74.8$0.08$3.75$3.67
2019Detailed filing. Detailed filing data is available for this year.$68.6$0.20$68.4$0.01$3.67$3.66
2018Detailed filing. Detailed filing data is available for this year.$63.7$0.11$63.6$1.89$3.42$1.53
2017Detailed filing. Detailed filing data is available for this year.$70.2$0.21$70.0$3.56$3.49$0.07
2016Detailed filing. Detailed filing data is available for this year.$64.0$0.09$63.9$2.86$3.29$0.43
2015Detailed filing. Detailed filing data is available for this year.$62.7$0.09$62.6$2.61$4.04$1.43
2014Detailed filing. Detailed filing data is available for this year.$67.6$0.12$67.5$3.23$3.82$0.59
2013Detailed filing. Detailed filing data is available for this year.$69.8$0.07$69.7$3.32$3.21$0.10
2012Detailed filing. Detailed filing data is available for this year.$63.8$0.08$63.7$3.08
2011Detailed filing. Detailed filing data is available for this year.$60.3$0.06$60.2$2.99
2010Detailed filing. Detailed filing data is available for this year.$62.6$0.02$62.5$2.57