Civic Intelligence

Marco J Heidner Charitable Trust 44127925

990PF • Fiscal year 2020 • EIN 94-3219943

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 26, 2021

PO Box 52007Phoenix, AZ 85072

(425) 258-0236

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

14th percentile

-43%

Higher net margin than 14% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

43rd percentile

$69,725

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 28.0% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

25th percentile

-2.0%

Faster asset growth than 25% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

9th percentile

-51%

Faster revenue growth than 9% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Down

$5,105,374

Down $104,985 (-2.0%) from 2019

Net Assets

$5,105,374

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$249,462

Down $258,157 (-51%) from 2019

Expenses

Down

$355,863

Down $8,581 (-2.4%) from 2019

Net Income

Down

-$106,401

Down $249,576 (-174%) from 2019

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,775,760Liabilities 2011: $02011Assets 2012: $4,077,175Liabilities 2012: $02012Assets 2013: $4,393,905Liabilities 2013: $02013Assets 2014: $4,454,631Liabilities 2014: $02014Assets 2015: $4,446,053Liabilities 2015: $02015Assets 2019: $5,210,359Liabilities 2019: $02019Assets 2020: $5,105,374Liabilities 2020: $0Net Assets 2020: $5,105,3742020Assets 2021: $5,346,356Liabilities 2021: $0Net Assets 2021: $5,346,3562021Assets 2022: $5,224,231Liabilities 2022: $0Net Assets 2022: $5,224,2312022Assets 2023: $4,961,328Liabilities 2023: $0Net Assets 2023: $4,961,3282023Assets 2024: $4,960,388Liabilities 2024: $0Net Assets 2024: $4,960,3882024

Highlighted filing

2020

Assets$5,105,374
Liabilities$0
Net Assets$5,105,374

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $327,183Expenses 2011: $284,844Net Income 2011: $42,3392011Revenue 2012: $603,117Expenses 2012: $299,872Net Income 2012: $303,2452012Revenue 2013: $647,529Expenses 2013: $331,327Net Income 2013: $316,2022013Revenue 2014: $403,723Expenses 2014: $334,841Net Income 2014: $68,8822014Revenue 2015: $322,720Expenses 2015: $332,095Net Income 2015: -$9,3752015Revenue 2019: $507,619Expenses 2019: $364,444Net Income 2019: $143,1752019Revenue 2020: $249,462Expenses 2020: $355,863Net Income 2020: -$106,4012020Revenue 2021: $615,015Expenses 2021: $349,867Net Income 2021: $265,1482021Revenue 2022: $318,179Expenses 2022: $438,865Net Income 2022: -$120,6862022Revenue 2023: $111,879Expenses 2023: $372,856Net Income 2023: -$260,9772023Revenue 2024: $377,191Expenses 2024: $380,864Net Income 2024: -$3,6732024

Highlighted filing

2020

Revenue$249,462
Expenses$355,863
Net Income-$106,401
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 26, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MUFG UNION BANK N ATrusteePT$69,725-$69,725
Filing and Contact Details

Filer

Filer Name
Heidner Marco J Char Trust
EIN
94-3219943
Phone
4252580236
Address
PO BOX 52007, PHOENIX, AZ 85072

Signing Officer

Name
Trustee
Title
Director
Phone
4252580236
Signed
2021-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
60 E RIO SALADO PKWAY STE 800, TEMPE, AZ 85281-9125
Preparer
Bradley N Sprong
Phone
8008102207
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0142574
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0106888
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0249462
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt052294
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt069725
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0281000
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IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-106401
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0355863
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0244661
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0249462
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt018456
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt055883
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt074863
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-10-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-04-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82014-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92020-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102019-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112018-04-30

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