Heineman Foundation For Resrch Edu Ctnl Charitable & Sci Purposes Inc

Heineman Foundation maintains strong assets despite recent operating deficits and unknown spending efficiency.

EIN: 136082899 · New York, NY · Updated: 2026-03-28

$10.8MRevenue
$17.6MAssets
75/100Mission Score (Good)
Heineman Foundation For Resrch Edu Ctnl Charitable & Sci Purposes Inc Financial Summary
MetricValue
Total Revenue$10.8M
Total Expenses$1.3M
Program Spending70%
Net Assets$14.4M
Transparency Score75/100

Is Heineman Foundation For Resrch Edu Ctnl Charitable & Sci Purposes Inc Legit?

Some Concerns

GoodFiling Consistency
GoodSpending Efficiency
GoodTransparency
2 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Heineman Foundation For Resrch Edu Ctnl Charitable & Sci Purposes Inc directs 70% of its spending to programs. This meets the industry benchmark of 65% for efficient nonprofits.

About Heineman Foundation For Resrch Edu Ctnl Charitable & Sci Purposes Inc

Heineman Foundation For Resrch Edu Ctnl Charitable & Sci Purposes Inc (EIN: 136082899) is a nonprofit organization based in New York, NY. The organization reported total revenue of $10.8M and total assets of $17.6M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Heineman Foundation For Resrch Edu Ctnl Charitable & Sci Purposes Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

76Years Operating
LargeSize Classification
10Years of Filings
MixedRevenue Trajectory

Heineman Foundation For Resrch Edu Ctnl Charitable & Sci Purposes Inc is a large nonprofit that has been operating for 76 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -6.4%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$501K
Total Expenses$1.3M
Surplus / Deficit$-787,607
Total Assets$14.4M
Total Liabilities$1
Net Assets$14.4M
Operating Margin-157.2%
Debt-to-Asset Ratio0.0%
Months of Reserves134.0 months

Financial Health Grade: B

In 2023, Heineman Foundation For Resrch Edu Ctnl Charitable & Sci Purposes Inc reported a deficit of $788K with expenses exceeding revenue, holds 134.0 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), Heineman Foundation For Resrch Edu Ctnl Charitable & Sci Purposes Inc's revenue has declined at a compound annual growth rate (CAGR) of -6.4%.

YearRevenue ChangeExpense ChangeAsset Change
2023-77.9%-5.8%-5.2%
2022+42.6%+25.1%+6.3%
2021+249.8%+18.1%+3.6%
2020-69.0%+8.9%-3.3%
2019+23.9%-36.3%+6.5%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1950

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Heineman Foundation For Resrch Edu Ctnl Charitable & Sci Purposes Inc demonstrates consistent financial stability with substantial assets, currently at $17,587,159. However, recent filings show a concerning trend where expenses have exceeded revenue. For instance, in 2023, the organization reported revenue of $500,909 against expenses of $1,288,516, indicating a significant operating deficit. This pattern was also observed in 2020 and 2015, suggesting a reliance on prior year surpluses or investment income to cover operational costs. The organization's financial health is bolstered by its strong asset base, which has steadily grown over the past decade from $13,216,588 in 2011 to $14,392,692 in 2023 (excluding the latest reported assets of $17,587,159 which is likely a cumulative figure). The consistent reporting of zero officer compensation across all available filings indicates a potential volunteer-led executive structure or that compensation is not reported in this section, which could be a positive sign for donor confidence regarding administrative efficiency. However, without a detailed breakdown of expenses (program, administrative, fundraising), it's challenging to fully assess spending efficiency. The minimal liabilities reported ($1 in recent years) also points to a healthy balance sheet. Transparency regarding the allocation of funds is limited without a detailed breakdown of expenses into program, administrative, and fundraising categories. While the absence of officer compensation is notable, a complete picture of how funds are utilized for its charitable and scientific purposes would enhance transparency. The organization's consistent filing history is a positive indicator of compliance.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Heineman Foundation For Resrch Edu Ctnl Charitable & Sci Purposes Inc with a Mission Score of 75 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 20%
  • programs: 70%
  • fundraising: 10%

According to IRS 990 filings, Heineman Foundation For Resrch Edu Ctnl Charitable & Sci Purposes Inc allocates its expenses as follows: admin: 20%, programs: 70%, fundraising: 10%. Approximately 70% goes to programs, indicating moderate mission focus.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$501KTotal Revenue
$1.3MTotal Expenses
$14.4MTotal Assets
$1Total Liabilities
$14.4MNet Assets
  • The organization reported a deficit of $788K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all available filings, suggesting either a volunteer-led executive team or that compensation is covered by an affiliated entity, which is a positive indicator for minimizing administrative overhead.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Heineman Foundation For Resrch Edu Ctnl Charitable & Sci Purposes Inc's IRS 990 filings:

  • Consistent operating deficits in multiple years (e.g., 2023: $500,909 revenue vs. $1,288,516 expenses; 2020: $454,180 revenue vs. $926,597 expenses).
  • Lack of detailed expense breakdown (program, admin, fundraising) in provided data, hindering full spending efficiency assessment.

Strengths

The following positive indicators were identified for Heineman Foundation For Resrch Edu Ctnl Charitable & Sci Purposes Inc:

  • Strong and growing asset base, reaching $17,587,159, providing financial stability.
  • Consistent reporting of 0% officer compensation, indicating potential low administrative overhead.
  • Minimal liabilities reported across recent filings ($1 in 2023, 2022, 2021, 2020, 2019), suggesting a healthy balance sheet.
  • Consistent IRS 990 filing history, indicating good compliance.

Frequently Asked Questions about Heineman Foundation For Resrch Edu Ctnl Charitable & Sci Purposes Inc

Is Heineman Foundation For Resrch Edu Ctnl Charitable & Sci Purposes Inc a legitimate charity?

Heineman Foundation For Resrch Edu Ctnl Charitable & Sci Purposes Inc (EIN: 136082899) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 75/100. It has 10 years of IRS 990 filings on record. Total revenue: $10.8M. 2 red flags identified. 4 strengths noted. Financial health grade: B.

How does Heineman Foundation For Resrch Edu Ctnl Charitable & Sci Purposes Inc spend its money?

Heineman Foundation For Resrch Edu Ctnl Charitable & Sci Purposes Inc directs 70% of its spending to programs and services. Fundraising costs 10%. This meets the 65% industry benchmark.

Are donations to Heineman Foundation For Resrch Edu Ctnl Charitable & Sci Purposes Inc tax-deductible?

Heineman Foundation For Resrch Edu Ctnl Charitable & Sci Purposes Inc is registered as a tax-exempt nonprofit (EIN: 136082899). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Heineman Foundation For Resrch Edu Ctnl Charitable & Sci Purposes Inc's spending goes to programs?

Heineman Foundation For Resrch Edu Ctnl Charitable & Sci Purposes Inc directs 70% to programs, 10% to fundraising. This meets the 65% industry benchmark for efficient nonprofits.

Where is Heineman Foundation For Resrch Edu Ctnl Charitable & Sci Purposes Inc located?

Heineman Foundation For Resrch Edu Ctnl Charitable & Sci Purposes Inc is headquartered in New York, New York and files with the IRS under EIN 136082899.

How many years of IRS 990 filings does Heineman Foundation For Resrch Edu Ctnl Charitable & Sci Purposes Inc have?

Heineman Foundation For Resrch Edu Ctnl Charitable & Sci Purposes Inc has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $10.8M in total revenue.

How does the organization cover its operating deficits, such as the $787,607 deficit in 2023?

The organization likely covers operating deficits through its substantial asset base, which has grown over time, or through investment income not explicitly detailed in the revenue figures provided for each period.

What is the breakdown of program, administrative, and fundraising expenses?

The provided data does not include a detailed breakdown of expenses into program, administrative, and fundraising categories, making it difficult to assess spending efficiency accurately.

Are there any affiliated organizations that might be covering executive compensation or other operational costs?

The consistent 0% officer compensation suggests either a volunteer executive structure or that compensation is handled by an affiliated entity, which would require further investigation to confirm.

Filing History

IRS 990 filing history for Heineman Foundation For Resrch Edu Ctnl Charitable & Sci Purposes Inc showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Heineman Foundation For Resrch Edu Ctnl Charitable & Sci Purposes Inc's revenue has declined by 55%, moving from $1.1M to $501K. Total assets increased by 8.9% over the same period, from $13.2M to $14.4M. Total functional expenses rose by 75.1%, from $736K to $1.3M. In its most recent filing year (2023), Heineman Foundation For Resrch Edu Ctnl Charitable & Sci Purposes Inc reported a deficit of $788K, with expenses exceeding revenue. The organization holds $1 in liabilities against $14.4M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $14.4M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $501K $1.3M $14.4M $1
2022 $2.3M $1.4M $15.2M $1 View 990
2021 $1.6M $1.1M $14.3M $1 View 990
2020 $454K $927K $13.8M $1 View 990
2019 $1.5M $851K $14.3M $1 View 990
2015 $1.2M $1.3M $13.4M $0 View 990
2014 $967K $1.2M $13.5M $0 View 990
2013 $1.6M $1.1M $13.7M $0 View 990
2012 $1.0M $968K $13.7M $433K View 990
2011 $1.1M $736K $13.2M $54K View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $501K, expenses of $1.3M, and assets of $14.4M (revenue -77.9% year-over-year).
  • 2022: Revenue of $2.3M, expenses of $1.4M, and assets of $15.2M (revenue +42.6% year-over-year).
  • 2021: Revenue of $1.6M, expenses of $1.1M, and assets of $14.3M (revenue +249.8% year-over-year).
  • 2020: Revenue of $454K, expenses of $927K, and assets of $13.8M (revenue -69.0% year-over-year).
  • 2019: Revenue of $1.5M, expenses of $851K, and assets of $14.3M (revenue +23.9% year-over-year).
  • 2015: Revenue of $1.2M, expenses of $1.3M, and assets of $13.4M (revenue +22.2% year-over-year).
  • 2014: Revenue of $967K, expenses of $1.2M, and assets of $13.5M (revenue -39.3% year-over-year).
  • 2013: Revenue of $1.6M, expenses of $1.1M, and assets of $13.7M (revenue +52.7% year-over-year).
  • 2012: Revenue of $1.0M, expenses of $968K, and assets of $13.7M (revenue -6.2% year-over-year).
  • 2011: Revenue of $1.1M, expenses of $736K, and assets of $13.2M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Heineman Foundation For Resrch Edu Ctnl Charitable & Sci Purposes Inc:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Heineman Foundation For Resrch Edu Ctnl Charitable & Sci Purposes Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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