Civic Intelligence

Marco J Heidner Charitable Trust 44127925

990PF • Fiscal year 2021 • EIN 94-3219943

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 22, 2022

Organization Profile
PO Box 52007Phoenix, AZ 85072

(702) 239-9575

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

79th percentile

43%

Higher net margin than 79% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

47th percentile

$78,174

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

41st percentile

4.7%

Faster asset growth than 41% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

87th percentile

147%

Faster revenue growth than 87% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,346,356

Up $240,982 (+4.7%) from 2020

Net Assets

Up

$5,346,356

Up $240,982 (+4.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin79th percentile

Revenue

Up

$615,015

Up $365,553 (+147%) from 2020

Expenses

Down

$349,867

Down $5,996 (-1.7%) from 2020

Net Income

Up

$265,148

Up $371,549 (+349%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

2021

Assets$5,346,356
Liabilities$0
Net Assets$5,346,356
Open 2021 Filing

Operations Trend

Revenue Growth87th percentile

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

2021

Revenue$615,015
Expenses$349,867
Net Income$265,148
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 22, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MUFG UNION BANK N ATrusteePT$78,174-$78,174
Filing and Contact Details

Filer

Filer Name
Heidner Marco J Char Trust
EIN
94-3219943
Phone
7022399575
Address
PO BOX 52007, PHOENIX, AZ 85072

Signing Officer

Name
Trustee
Title
Director
Phone
7022399575
Signed
2022-04-22
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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45MASTERCARD INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52LILLY ELI & CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54APTIV PLC COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56DFA LARGE CAP INTERNATIONAL PO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57DOLLAR TREE STORES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58ELECTRONIC ARTS INC COMMON
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75ANTHEM INC COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87NUVEEN REAL EST SECS CL R6 #38
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89VIATRIS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90VONTIER CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91WILLIAMS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92BOSTON SCIENTIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93BLACKROCK TACTICAL OPPORTUNITI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94DFA COMMODITY STRATEGY INSTITU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95LAS VEGAS SANDS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96T-MOBILE US COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97STANLEY BLACK & DECKER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98V F CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99VANGUARD REAL ESTATE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100VULCAN MATLS CO
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0181376
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0615015
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01000
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0433639
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt019543
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt058630
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt078174
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0266000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0266000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0181376
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0265148
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01033085
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0433639
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0549964
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02084
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02109
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01844
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02584
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0286568
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt062558
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0349867
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0615015
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt083867
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22009-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt61994-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72013-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82018-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102012-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112019-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122019-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132002-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142019-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152019-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt161994-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172012-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182012-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192018-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202019-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212013-01-29

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,346,356
Liabilities
$0
Net assets
$5,346,356
Revenue
$615,015
Expenses
$349,867
Net income
$265,148
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.38$0.38$0.00
2023Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.11$0.37$0.26
2022Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.32$0.44$0.12
2021Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.35$0.62$0.35$0.27
2020Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.25$0.36$0.11
2019Summary only. Only limited summary data is available for this year.$5.21$0.00$0.51$0.36$0.14
2015Summary only. Only limited summary data is available for this year.$4.45$0.00$0.32$0.33$0.01
2014Summary only. Only limited summary data is available for this year.$4.45$0.00$0.40$0.33$0.07
2013Summary only. Only limited summary data is available for this year.$4.39$0.00$0.65$0.33$0.32
2012Summary only. Only limited summary data is available for this year.$4.08$0.00$0.60$0.30$0.30
2011Summary only. Only limited summary data is available for this year.$3.78$0.00$0.33$0.28$0.04