HEINEMAN-ROBICSEK FOUNDATION INC Charity Report

Public IRS 990 nonprofit record

HEINEMAN-ROBICSEK FOUNDATION INC

EIN 56-6023076 · Medical Research N.E.C. (H99)

What they do

to Provide Research Opportunities to Acquire Knowledge of The Developments In Medical Care. to Deliver Used/refurbished Medical Equipment and Offer Educational Assistance Globally to Promote Sustainable Health Care and Improve Living Standards In Undeserved Communities.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $92.50 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders30 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

84.11%of revenue went to mission work92.5% of expenses · Program services

$90.95spent for every $100 of revenueRevenue covered expenses this year.

6.83%of revenue went to management and office costs7.5% of expenses

$5.39in assets for every $1 spent this yearSome assets cannot be spent right away.

87.6%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $53,000 for THERESA JOHNSON (EXECUTIVE DIR.). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$2,607,106

Mission workProgram services$2,192,90684.11% of revenue92.5% of expenses

ManagementOffice and general costs$178,1606.83% of revenue7.5% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$236,0409.05% of revenueShown in gray on the chart

Total expenses$2,371,06690.95% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 92.5% mission · 7.5% management · 0.0% fundraisingTotal expenses: 90.95% of revenue

2023Expense mix: 90.9% mission · 9.1% management · 0.0% fundraisingTotal expenses: 30.92% of revenue

2022Expense mix: 79.0% mission · 5.3% management · 15.7% fundraisingTotal expenses: 79.67% of revenue

2021Expense mix: 95.3% mission · 3.3% management · 1.4% fundraisingTotal expenses: 94.82% of revenue

2020Expense mix: 91.2% mission · 7.8% management · 1.0% fundraisingTotal expenses: 97.92% of revenue

2019Expense mix: 87.5% mission · 11.1% management · 1.3% fundraisingTotal expenses: 100.61% of revenue

2018Expense mix: 88.9% mission · 10.0% management · 1.1% fundraisingTotal expenses: 65.78% of revenue

2017Expense mix: 90.3% mission · 8.6% management · 1.0% fundraisingTotal expenses: 101.25% of revenue

Money in and money out

Revenue$2,607,106

Expenses$2,371,066

Annual surplus $236,040 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$2,192,906 · 92.5% of expenses

Management and office costs$178,160 · 7.5% of expenses

See all reported dollar amounts

Revenue$2,607,106

Expenses$2,371,066

Assets$12,773,162

Income$2,607,106

Contributions$2,285,054

Mission work (program services)$2,192,906

Grants given$505,386

Average grant$84,231

Management and general$178,160

Executive compensation (total)$57,423

Stocks and bonds$10,548,407

Investing fees$69,008

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

THERESA JOHNSONEXECUTIVE DIR. · 25 hrs/week $53,000Base $51,500 · Other $1,500

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (30)

THERESA JOHNSONEXECUTIVE DIR.

MR JAMES C OLSENCHAIRMAN

STEVEN A ROBICSEK MD PHDBOARD MEMBER

RICHARD M THIGPENBOARD MEMBER

R STUART DICKSONBOARD MEMBER

MS STELLA LOS DE PAIZBOARD MEMBER

MS MARILYN HEINEMANBOARD MEMBER

MRS MARIA BERGENDAHLBOARD MEMBER

MRS JUNE HEINEMAN-MORRISBOARD MEMBER

MR ROBERT A WHEELERBOARD MEMBER

MR MICHAEL C TARWATERBOARD MEMBER

MR MANUEL RODRIGUEZVICE PRESIDENT

MR JOHN CM ROBICSEKBOARD MEMBER

MR JAMES J BISSELLBOARD MEMBER

MR JAMES ES HYNESBOARD MEMBER

CARLOS CRUZ DDSBOARD MEMBER

MR FERNANDO PAIZVICE PRESIDENT

MR ANDERS BERGENDAHLBOARD MEMBER

JOHN M FEDOR MDBOARD MEMBER

JOHN C CEDARHOLM MD FACCBOARD MEMBER

JOAN E HEINEMAN-SCHURBOARD MEMBER

JEKO M MADJAROV MDBOARD MEMBER

GEOFFREY A ROSE MDBOARD MEMBER

DR NORRIS B HARBOLD JRBOARD MEMBER

DR MICHAEL SCHURBOARD MEMBER

DR ERIC SKIPPERBOARD MEMBER

DANIEL G ACETITREASURER/SECRE

CONRAD EMMERICHBOARD MEMBER

CHRISTOPHER HA CECILBOARD MEMBER

CHARLES F FURR JRBOARD MEMBER

About this charity

Recognized since: January 1960
Location: PO Box 35457, Charlotte, NC 28235
County: Mecklenburg
In care of: Daniel G Aceti
Primary officer: Daniel G Aceti, Treasurer/Secre

How to reach them

WebsiteVisit the charity’s website Emailinfo@heineman.org Phone(704) 248-4843

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: FOARD AND COMPANY PA
NTEE classification: Medical Research N.E.C. (H99)
IRS tax category: Medical Research N.E.C.
Grant-giving organization: Yes