Civic Intelligence

Heiser Foundation

990PF • Fiscal year 2015 • EIN 94-6064977

Aug 01, 2014 to Jul 31, 2015 • Filed on Jan 11, 2016

Organization Profile
1155 W Walnut StreetStockton, CA 95203

(209) 463-4363

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

40th percentile

-0.8%

Higher net margin than 40% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

47th percentile

-0.1%

Faster asset growth than 47% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

94th percentile

135%

Faster revenue growth than 94% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$165,421

Down $137 (-0.1%) from 2014

Net Assets

$165,421

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin40th percentile

Revenue

Up

$16,711

Up $9,599 (+135%) from 2014

Expenses

Down

$16,848

Down $1,491 (-8.1%) from 2014

Net Income

Up

-$137

Up $11,090 (+99%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$200K$150K$100K$50K$0Assets 2012: $186,302Liabilities 2012: $02012Assets 2013: $176,785Liabilities 2013: $02013Assets 2014: $165,558Liabilities 2014: $02014Assets 2015: $165,421Liabilities 2015: $0Net Assets 2015: $165,4212015Assets 2016: $145,897Liabilities 2016: $0Net Assets 2016: $145,8972016Assets 2020: $120,401Liabilities 2020: $02020Assets 2021: $116,700Liabilities 2021: $0Net Assets 2021: $116,7002021Assets 2022: $113,039Liabilities 2022: $0Net Assets 2022: $113,0392022Assets 2023: $95,693Liabilities 2023: $0Net Assets 2023: $95,6932023Assets 2024: $85,564Liabilities 2024: $0Net Assets 2024: $85,5642024Assets 2025: $73,234Liabilities 2025: $0Net Assets 2025: $73,2342025

Highlighted filing

2015

Assets$165,421
Liabilities$0
Net Assets$165,421
Open 2015 Filing

Operations Trend

Revenue Growth94th percentile

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

$40K$20K$0-$20KRevenue 2012: $6,243Expenses 2012: $21,766Net Income 2012: -$15,5232012Revenue 2013: $9,056Expenses 2013: $18,573Net Income 2013: -$9,5172013Revenue 2014: $7,112Expenses 2014: $18,339Net Income 2014: -$11,2272014Revenue 2015: $16,711Expenses 2015: $16,848Net Income 2015: -$1372015Revenue 2016: -$4,657Expenses 2016: $14,867Net Income 2016: -$19,5242016Revenue 2020: $1,908Expenses 2020: $5,420Net Income 2020: -$3,5122020Revenue 2021: $2,016Expenses 2021: $5,717Net Income 2021: -$3,7012021Revenue 2022: $2,811Expenses 2022: $6,472Net Income 2022: -$3,6612022Revenue 2023: $3,057Expenses 2023: $20,403Net Income 2023: -$17,3462023Revenue 2024: $3,579Expenses 2024: $13,708Net Income 2024: -$10,1292024Revenue 2025: $12,677Expenses 2025: $25,007Net Income 2025: -$12,3302025

Highlighted filing

2015

Revenue$16,711
Expenses$16,848
Net Income-$137
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Jan 11, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY D HEISERPresident-$0--
BARBARA HEISERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Heiser Foundation
EIN
94-6064977
Phone
2094634363
Address
1155 W WALNUT STREET, STOCKTON, CA 95203

Signing Officer

Name
Jeffrey D Heiser
Title
President
Signed
2016-01-11
Discuss with paid preparer
Yes

Preparer

Firm
Ob Kleinfeld and Co
Address
949 N CENTER ST SUITE A, STOCKTON, CA 95202-1327
Preparer
Ellis D Miller
Phone
2099486400
Raw XML Appendix322 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WASHINGTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7STOCKTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8STOCKTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9STOCKTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10STOCKTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11STOCKTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd195203
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd395267
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd420016
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd680003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd795207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd895203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd995204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1095212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1195269
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013120
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08269
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08269
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05327
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05693
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt08619
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09402
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06942
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06942
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt033892
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04851
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05327
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05693
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt08619
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09402
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013120
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04851
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt040834
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt035983
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SECRETARY OF STATE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt027
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt027
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt162
TaxesSchedule/TaxesDetail/CategoryTxt0CALIFORNIA FRANCHISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt162
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY D HEISER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEISER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HEIS
ReturnHeader/Filer/EIN0946064977
ReturnHeader/Filer/PhoneNum02094634363
ReturnHeader/Filer/USAddress/AddressLine1Txt01155 W WALNUT STREET
ReturnHeader/Filer/USAddress/CityNm0STOCKTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095203
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OB KLEINFELD AND CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0949 N CENTER ST SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STOCKTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0952021327
ReturnHeader/PreparerPersonGrp/PhoneNum02099486400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELLIS D MILLER
ReturnHeader/ReturnTs02016-01-11T08:46:03-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-08-01
ReturnHeader/TaxPeriodEndDt02015-07-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$165,421
Liabilities
$0
Net assets
$165,421
Revenue
$16,711
Expenses
$16,848
Net income
-$137
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.13$0.25$0.12
2024Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.04$0.14$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.03$0.20$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.03$0.06$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.02$0.06$0.04
2020Summary only. Only limited summary data is available for this year.$1.20$0.00$0.02$0.05$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.05$0.15$0.20
2015Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.17$0.17$0.00
2014Summary only. Only limited summary data is available for this year.$1.66$0.00$0.07$0.18$0.11
2013Summary only. Only limited summary data is available for this year.$1.77$0.00$0.09$0.19$0.10
2012Summary only. Only limited summary data is available for this year.$1.86$0.00$0.06$0.22$0.16