Civic Intelligence

Clarence E Heller Charitable Foundation

990PF • Fiscal year 2010 • EIN 94-2814266

Jan 01, 2010 to Dec 31, 2010 • Filed on Nov 15, 2011

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

4th percentile

0.00x

Higher debt load relative to assets than 4% of similar nonprofits.

2010 filings • $50M-$100M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

96th percentile

$234,339

Higher top officer pay than 96% of similar nonprofits.

2010 filings • $50M-$100M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets4th percentile

Assets

$62,558,118

No earlier filing loaded for comparison.

Net Assets

$62,541,318

No earlier filing loaded for comparison.

Liabilities

$16,800

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$2,571,677

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2010

Assets$62,558,118
Liabilities$16,800
Net Assets$62,541,318
Open 2010 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

2010

Revenue-
Expenses$2,571,677
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Nov 15, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bruce A HirschExec DirectorFT$179,000$55,339$234,339
Ruth HellerTrustee-$0--
Janet HarckhamTrustee-$0--
Rolf LygrenTrustee-$0--
Sarah Coade MandellSecretary-Treas-$0--
Alfred E HellerVice President-$0--
Katherine HellerTrustee-$0--
Anne Heller AndersonPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Various-San Francsico, CA, US$1,548,709
Filing and Contact Details

Filer

EIN
94-2814266
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GeneralExplanationAttachment/GeneralExplanation/Explanation0Statement 19Form 990PF, Part XIII, Line 2aUndistributed income for 2009On April 30, 2010, the Heller Charitable & Educational Fund, also known as HCE, and the Clarence E. Heller Charitable Foundation, also known as CEH, merged, with CEH as the surviving foundation. As a result, CEH inherited the tax attributes of HCE which included 27,790 dollars in undistributed income. CEH has included this inherited amount in its amount which must be distributed by December 31, 2011. CEH also included the inherited attributes 1,887,974 dollars in the 2009 amount of net value of noncharitable use assets and 9,275 dollars in the 2009 amount of adjusted qualifying distributions reported on Part V of Form 990PF to calculate its excise tax rate for 2010.
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InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV14FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV15FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV16FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV17FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV18FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV19FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV20FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV21FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV22FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV23FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV24FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV25FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV26FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV27FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV28FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV29FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV30FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV31FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV32FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV33FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV34FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV35FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV36FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV37FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV38FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV39FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV40FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV41FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV42FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV43FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV44FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV45FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV46FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV47FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV48FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV49FMV
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0447420
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/BusinessCode0721110
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount04653017
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/UnrelatedBusinessIncomeAmount07291
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/BusinessCode0721110
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0Property Tax Refund
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description1Other Investment Income
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description2Oil & Gas Inc
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description3Litigation Settlement
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description4Investment Inc frm Psps
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount01084
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount117031
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount2382
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount3667461
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode115
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode218
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode314
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/RelatedOrExemptFunctionIncome01298
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/UnrelatedBusinessIncomeAmount0122894
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount05786395
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome01298
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount0130185
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA05917878
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps015763
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm010508
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss026271
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm04653017
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps0180409
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm053930
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss0234339
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps01548709
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss01548709
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss014682
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0447420
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0447420
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses03346201
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice014236628
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnss05
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps019806
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm05921
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss025727
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss04660308
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome04956805
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblPrps071829
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncm021472

Document Assets

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Filings

Displayed year

2010 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,558,118
Liabilities
$16,800
Net assets
$62,541,318
Revenue
-
Expenses
$2,571,677
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