Mark And Judy Heinemann Foundationinc

Mark And Judy Heinemann Foundationinc maintains stable assets and zero officer compensation over a decade.

EIN: 205343022 · Davidson, NC · NTEE: T20 · Updated: 2026-03-28

$7.9MRevenue
$14.6MAssets
95/100Mission Score (Excellent)
T20

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Mark And Judy Heinemann Foundationinc Financial Summary
MetricValue
Total Revenue$7.9M
Total Expenses$1.1M
Program Spending90%
CEO/Top Officer Pay$14.6
Net Assets$13.9M
Transparency Score95/100

Search Intent Cockpit

Mark And Judy Heinemann Foundationinc Form 990, Revenue, CEO Pay, and IRS Filing Signals

Mark And Judy Heinemann Foundationinc is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Mark And Judy Heinemann Foundationinc in one place.

Form 990 Filing Summary

10 filing years are available, with latest revenue of $751K and expenses of $1.1M.

Revenue and Expenses

Mark And Judy Heinemann Foundationinc reported $751K in revenue and $1.1M in expenses, a deficit of $316K.

Executive Compensation

Top officer compensation appears as $14.6 in the stored analysis, with context against revenue and expenses below.

Charity Score and Red Flags

95/100 mission score, 1 red flag, and 5 strengths are shown from structured and AI review.

Is Mark And Judy Heinemann Foundationinc Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
1 FoundRed Flags

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

IRS 990 Data Cockpit

Where the Money Comes From and Where It Goes

PendingDonor/Grant Funding
90%Program Expense
$0Grants Paid
10Stored Filing Years

Revenue Source Mix

Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.

Expense Deployment

Mark And Judy Heinemann Foundationinc Expense Deployment
Program services$960K (90%)

Across stored filings, Mark And Judy Heinemann Foundationinc shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.

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Mark And Judy Heinemann Foundationinc Donor Decision Matrix
Decision LensSignalWhat to Inspect Next
LegitimacySome ConcernsGood filing record; 1 red flag identified
Mission spend90% to programsExcellent
Financial durabilityGrade B10 stored filing years
Peer contextCompare with Cccp Community TrustNorth Carolina and Philanthropy context

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Mark And Judy Heinemann Foundationinc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Mark And Judy Heinemann Foundationinc

Mark And Judy Heinemann Foundationinc (EIN: 205343022) is a nonprofit organization based in Davidson, NC, classified under NTEE code T20. The organization reported total revenue of $7.9M and total assets of $14.6M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Mark And Judy Heinemann Foundationinc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

19Years Operating
Mid-SizeSize Classification
10Years of Filings
MixedRevenue Trajectory

Mark And Judy Heinemann Foundationinc is a mid-size nonprofit that has been operating for 19 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 11.9%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$751K
Total Expenses$1.1M
Surplus / Deficit$-316,142
Total Assets$14.0M
Total Liabilities$69K
Net Assets$13.9M
Operating Margin-42.1%
Debt-to-Asset Ratio0.5%
Months of Reserves157.1 months

Financial Health Grade: B

In 2023, Mark And Judy Heinemann Foundationinc reported a deficit of $316K with expenses exceeding revenue, holds 157.1 months of operating reserves (strong position), has a debt-to-asset ratio of 0.5% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), Mark And Judy Heinemann Foundationinc's revenue has grown at a compound annual growth rate (CAGR) of 11.9%.

YearRevenue ChangeExpense ChangeAsset Change
2023+3.4%+17.2%-1.7%
2022-57.4%-9.3%-1.3%
2021+26.5%+1.2%+5.4%
2020+56.9%+2.1%+2.6%
2019-78.7%+43.3%-7.3%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2007

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

AI Transparency Report

The Mark And Judy Heinemann Foundationinc appears to be a well-managed private foundation with a consistent asset base and a clear focus on its programmatic activities. Over the past five years, the organization has maintained assets between $13.3 million and $14.4 million, indicating financial stability. Its revenue streams have fluctuated, with a notable high of $1.7 million in 2021 and a low of $725,923 in 2022, suggesting reliance on investment returns or varying donation levels. The foundation consistently spends less than its total assets, ensuring long-term sustainability. The foundation demonstrates strong spending efficiency, as evidenced by its 0% officer compensation across all reported periods. This indicates that administrative costs related to executive salaries are non-existent, allowing a greater proportion of funds to be directed towards its mission. While a detailed breakdown of program, administrative, and fundraising expenses isn't explicitly provided in the summary data, the absence of officer compensation is a significant positive indicator of efficiency. The foundation's liabilities have also remained extremely low, often at $1 or $0, which is a strong sign of fiscal health and responsible financial management. In terms of transparency, the organization has a consistent filing history with 10 IRS 990 filings, demonstrating adherence to regulatory requirements. The lack of officer compensation also simplifies the analysis of executive pay, removing a common area of concern for donors. Overall, the foundation exhibits sound financial practices, efficient operations, and a commitment to transparency through its regular filings and minimal liabilities.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Mark And Judy Heinemann Foundationinc with a Mission Score of 95 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 10%
  • programs: 90%
  • fundraising: 0%

According to IRS 990 filings, Mark And Judy Heinemann Foundationinc allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$751KTotal Revenue
$1.1MTotal Expenses
$14.0MTotal Assets
$69KTotal Liabilities
$13.9MNet Assets
  • The organization reported a deficit of $316K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.5%.

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all available filings, indicating that no salaries are paid to officers, which is highly unusual for an organization of its asset size ($14.6 million latest assets) and suggests a volunteer-led or externally managed structure.

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 Mark And Judy Heinemann Foundationinc's IRS 990 filings:

  • Revenue volatility: Revenue has fluctuated significantly, from $195,625 in 2011 to $4,037,824 in 2015, and $750,803 in 2023, which could indicate reliance on unpredictable investment returns or large, infrequent donations.

Strengths

The following positive indicators were identified for Mark And Judy Heinemann Foundationinc:

  • Zero Officer Compensation: Consistently reporting 0% officer compensation across all filings is a significant strength, indicating high efficiency and dedication of resources to the mission.
  • Stable Asset Base: The foundation maintains a stable and substantial asset base, ranging from $11.3 million to $14.6 million, demonstrating long-term financial security.
  • Low Liabilities: Extremely low liabilities (often $0 or $1) across all periods indicate excellent fiscal health and responsible financial management.
  • Consistent Filing History: A history of 10 IRS 990 filings demonstrates transparency and compliance with regulatory requirements.
  • Strong Program Focus: The absence of executive compensation strongly suggests that the vast majority of expenses are directed towards programmatic activities or essential operational costs.

Frequently Asked Questions about Mark And Judy Heinemann Foundationinc

Is Mark And Judy Heinemann Foundationinc a legitimate charity?

Mark And Judy Heinemann Foundationinc (EIN: 205343022) is a registered tax-exempt nonprofit based in North Carolina. Our AI analysis gives it a Mission Score of 95/100. It has 10 years of IRS 990 filings on record. Total revenue: $7.9M. 1 red flag identified. 5 strengths noted. Financial health grade: B.

How does Mark And Judy Heinemann Foundationinc spend its money?

Mark And Judy Heinemann Foundationinc directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Mark And Judy Heinemann Foundationinc tax-deductible?

Mark And Judy Heinemann Foundationinc is registered as a tax-exempt nonprofit (EIN: 205343022). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How much does the Mark And Judy Heinemann Foundationinc CEO make?

Mark And Judy Heinemann Foundationinc's highest-compensated officer earns $14.6 annually. The organization reported $7.9M in total revenue. Executive compensation data is disclosed in IRS 990 filings.

How does Mark And Judy Heinemann Foundationinc compare to similar nonprofits?

With a transparency score of 95/100 (Excellent), Mark And Judy Heinemann Foundationinc is above average for NTEE category T20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Mark And Judy Heinemann Foundationinc located?

Mark And Judy Heinemann Foundationinc is headquartered in Davidson, North Carolina and files with the IRS under EIN 205343022. It is classified under NTEE code T20.

How many years of IRS 990 filings does Mark And Judy Heinemann Foundationinc have?

Mark And Judy Heinemann Foundationinc 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 $7.9M in total revenue.

Is Mark And Judy Heinemann Foundationinc a good charity?

Based on the available financial data, the Mark And Judy Heinemann Foundationinc appears to be a very good charity, particularly due to its strong financial health, stable asset base, and the complete absence of officer compensation, which suggests high efficiency in directing funds to its mission.

How does the foundation manage its administrative costs?

The foundation manages its administrative costs exceptionally well, as evidenced by 0% officer compensation across all reported periods. This indicates that executive salaries are not a drain on resources, allowing more funds to be allocated to programs.

What is the trend in the foundation's assets?

The foundation's assets have shown remarkable stability, fluctuating between approximately $11.3 million and $14.4 million over the past decade, with the latest reported assets at $14,619,992. This indicates a well-managed endowment.

Does the foundation have significant liabilities?

No, the foundation consistently reports extremely low liabilities, often $1 or $0, across all available filings. This is a strong indicator of excellent financial management and minimal debt.

Filing History

IRS 990 filing history for Mark And Judy Heinemann Foundationinc showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Mark And Judy Heinemann Foundationinc's revenue has grown by 283.8%, moving from $196K to $751K. Total assets increased by 19.4% over the same period, from $11.7M to $14.0M. Total functional expenses rose by 39.9%, from $763K to $1.1M. In its most recent filing year (2023), Mark And Judy Heinemann Foundationinc reported a deficit of $316K, with expenses exceeding revenue. The organization holds $69K in liabilities against $14.0M in assets (debt-to-asset ratio: 0.5%), resulting in net assets of $13.9M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $751K $1.1M $14.0M $69K
2022 $726K $910K $14.2M $1 View 990
2021 $1.7M $1.0M $14.4M $1 View 990
2020 $1.3M $991K $13.7M $1 View 990
2019 $858K $971K $13.3M $1 View 990
2015 $4.0M $677K $14.4M $0 View 990
2014 $1.3M $828K $11.9M $0 View 990
2013 $730K $929K $11.4M $0 View 990
2012 $302K $532K $11.7M $0 View 990
2011 $196K $763K $11.7M $0 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $751K, expenses of $1.1M, and assets of $14.0M (revenue +3.4% year-over-year).
  • 2022: Revenue of $726K, expenses of $910K, and assets of $14.2M (revenue -57.4% year-over-year).
  • 2021: Revenue of $1.7M, expenses of $1.0M, and assets of $14.4M (revenue +26.5% year-over-year).
  • 2020: Revenue of $1.3M, expenses of $991K, and assets of $13.7M (revenue +56.9% year-over-year).
  • 2019: Revenue of $858K, expenses of $971K, and assets of $13.3M (revenue -78.7% year-over-year).
  • 2015: Revenue of $4.0M, expenses of $677K, and assets of $14.4M (revenue +202.5% year-over-year).
  • 2014: Revenue of $1.3M, expenses of $828K, and assets of $11.9M (revenue +82.8% year-over-year).
  • 2013: Revenue of $730K, expenses of $929K, and assets of $11.4M (revenue +141.9% year-over-year).
  • 2012: Revenue of $302K, expenses of $532K, and assets of $11.7M (revenue +54.3% year-over-year).
  • 2011: Revenue of $196K, expenses of $763K, and assets of $11.7M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Mark And Judy Heinemann Foundationinc:

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 Mark And Judy Heinemann Foundationinc 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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