Civic Intelligence

The Fb Heron Foundation

990PF • Fiscal year 2024 • EIN 13-3647019

Jan 01, 2024 to Dec 31, 2024 • Filed on Sep 30, 2025

Organization Profile

View Organization Page

PO Box 9438New Haven, CT 06534

(475) 250-1020

Siviq Scores

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

Liabilities / Assets

16th percentile

0.01x

Higher debt load relative to assets than 16% of similar nonprofits.

2024 filings • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

31st percentile

0.20x

Higher debt load relative to revenue than 31% of similar nonprofits.

2024 filings • $250M-$1B nonprofits • Source year 2024

Net Margin

8th percentile

-29%

Higher net margin than 8% of similar nonprofits.

2024 filings • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

18th percentile

$268,187

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2024 filings • $250M-$1B nonprofits • Source year 2024

Asset Growth

57th percentile

6.8%

Faster asset growth than 57% of similar nonprofits.

2024 filings • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

83%

Faster revenue growth than 90% of similar nonprofits.

2024 filings • $250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$349,260,826

Up $22,336,596 (+6.8%) from 2023

Net Assets

Up

$346,203,883

Up $20,687,252 (+6.4%) from 2023

Liabilities

Up

$3,056,943

Up $1,649,344 (+117%) from 2023

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin8th percentile

Revenue

Up

$15,317,344

Up $6,926,539 (+83%) from 2023

Expenses

Down

$19,822,923

Down $5,093,873 (-20%) from 2023

Net Income

Up

-$4,505,579

Up $12,020,412 (+73%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$600M$400M$200M$0Assets 2011: $240,497,151Liabilities 2011: $1,661,2822011Assets 2012: $260,548,040Liabilities 2012: $2,691,5912012Assets 2013: $291,570,556Liabilities 2013: $1,650,4382013Assets 2014: $288,711,960Liabilities 2014: $1,311,1062014Assets 2015: $273,658,696Liabilities 2015: $966,7262015Assets 2019: $332,400,184Liabilities 2019: $1,864,4932019Assets 2020: $360,659,886Liabilities 2020: $2,782,969Net Assets 2020: $357,876,9172020Assets 2021: $412,823,233Liabilities 2021: $2,905,823Net Assets 2021: $409,917,4102021Assets 2022: $311,913,606Liabilities 2022: $1,559,754Net Assets 2022: $310,353,8522022Assets 2023: $326,924,230Liabilities 2023: $1,407,599Net Assets 2023: $325,516,6312023Assets 2024: $349,260,826Liabilities 2024: $3,056,943Net Assets 2024: $346,203,8832024

Highlighted filing

2024

Assets$349,260,826
Liabilities$3,056,943
Net Assets$346,203,883
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$60M$40M$20M$0-$20MRevenue 2011: -$1,566,409Expenses 2011: $9,595,623Net Income 2011: -$11,162,0322011Revenue 2012: $15,706,226Expenses 2012: $9,343,194Net Income 2012: $6,363,0322012Revenue 2013: $20,586,619Expenses 2013: $10,091,047Net Income 2013: $10,495,5722013Revenue 2014: $31,473,988Expenses 2014: $14,766,543Net Income 2014: $16,707,4452014Revenue 2015: $9,650,582Expenses 2015: $11,858,129Net Income 2015: -$2,207,5472015Revenue 2019: $12,544,247Expenses 2019: $12,759,247Net Income 2019: -$215,0002019Revenue 2020: $46,751,872Expenses 2020: $17,018,329Net Income 2020: $29,733,5432020Revenue 2021: $28,288,660Expenses 2021: $15,613,585Net Income 2021: $12,675,0752021Revenue 2022: $33,774,082Expenses 2022: $36,349,061Net Income 2022: -$2,574,9792022Revenue 2023: $8,390,805Expenses 2023: $24,916,796Net Income 2023: -$16,525,9912023Revenue 2024: $15,317,344Expenses 2024: $19,822,923Net Income 2024: -$4,505,5792024

Highlighted filing

2024

Revenue$15,317,344
Expenses$19,822,923
Net Income-$4,505,579
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 30, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLY DONNELLYSecretaryFT$218,667$49,520$268,187
JOHN C WEILERTreasurerFT$156,667$42,607$199,274
ENRIQUE VIRGILFormer TreasuerFT$17,722$4,614$22,336
PAUL COSTELLODirector-$0--
BUZZ SCHMIDTChairman-$0--
JIM KINGDirector-$0--
FELECIA LUCKYDirector-$0--
DAN McKAYDirector-$0--
GREG WATSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Fb Heron Foundation
EIN
13-3647019
Phone
4752501020
Address
PO BOX 9438, NEW HAVEN, CT 06534

Signing Officer

Name
John Weiler
Title
Treasurer
Phone
4752501020
Signed
2025-09-30
Discuss with paid preparer
Yes

Preparer

Firm
Owen J Flanagan & Co
Address
445 Hamilton Avenue 11th floor, White Plains, NY 10601
Preparer
Kevin Sunkel
Phone
2126822783
Raw XML AppendixShowing 400 of 1,280 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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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1to explore what is necessary for nonprofits to increase their capacity, or to properly capitalize the enterprise, to ensure success in accomplishing their respective missions. In particular, the project will help augment existing datasets with additional data to provide a more holistic perspective on the health of nonprofits providing essential services in their communities.
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0188498
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0188498
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0285303
IRS990PF/FMVAssetsEOYAmt0349260826
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0582350
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0382436
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0954711
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0872202
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0954711
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0954711
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt04183195
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt04278294
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt04278294
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02339056
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02314962
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02314962
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0195604037
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0214816430
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0214816430
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0135000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt01600000
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0325516631
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0346203883
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt012979355
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt08325843
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt08325843
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt042115334
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt043764038
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt043764038
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0690249
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01074507
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0174006
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0120022
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0120022
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt07050846
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt011817372
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt011817372
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0326924230
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0349260826
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0349260826
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01407599
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt03056943
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0326924230
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0349260826
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0325516631
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0346203883
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt061606199
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt062869154
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt062869154
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0338408361
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04516023
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0332774463
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05076125
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01117875
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt016666612
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0333332236
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0338408361
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt440.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0156261
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1154438
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt2118538
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt3117225
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt459067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt071041
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt134578
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt240265
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt332458
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt417317
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0SHELLY CURNOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1KRISHNA OMOLADE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2BARBARA VANSCOY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3KELLY RYAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm4DONNA DANIELS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0DIRECTOR OF SYSTEMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1DIRECTOR, COMMUNITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2FIXED INCOME FELLOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3FELLOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt4VP - INTEGRATED CAPI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0C/O FOUNDATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1C/O FOUNDATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt2C/O FOUNDATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt3C/O FOUNDATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt4C/O FOUNDATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0NEW HAVEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1NEW HAVEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2NEW HAVEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3NEW HAVEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm4NEW HAVEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd4CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd006534
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd106534
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd206534
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd306534
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd406534
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0V-SQUARE MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1BIVIUM WESTFULLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2BAILARD INC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3TILT INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt4BLOOMBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0467923
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1250000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2234439
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt3144829
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt479998
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT ADVICE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2INVESTMENT ADVICE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3INVESTMENT CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt4INVESTMENT DATA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0320 N SANGAMON ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt11185 AVE OF AMERICAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt2950 TOWER LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt32212 QUEEN ANNE AVE N
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt4PO BOX 416604
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2FOSTER CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3SEATTLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm4BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd4MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd060607
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd110036
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd2944042131
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd398109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd4022416604
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt03
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt740.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt840.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1156667
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt717722
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt8218667
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt142607
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt74614
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt849520
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PAUL COSTELLO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN C WEILER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BUZZ SCHMIDT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JIM KING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4FELECIA LUCKY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5DAN McKAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6GREG WATSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7ENRIQUE VIRGIL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8KELLY DONNELLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7FORMER TREASUER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O FB HERON FOUNDATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O FB HERON FOUNDATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O FB HERON FOUNDATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3C/O FB HERON FOUNDATION

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$349,260,826
Liabilities
$3,056,943
Net assets
$346,203,883
Revenue
$15,317,344
Expenses
$19,822,923
Net income
-$4,505,579
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$349$3.06$346$15.3$19.8$4.51
2023Detailed filing. Detailed filing data is available for this year.$327$1.41$326$8.39$24.9$16.5
2022Detailed filing. Detailed filing data is available for this year.$312$1.56$310$33.8$36.3$2.57
2021Detailed filing. Detailed filing data is available for this year.$413$2.91$410$28.3$15.6$12.7
2020Detailed filing. Detailed filing data is available for this year.$361$2.78$358$46.8$17.0$29.7
2019Summary only. Only limited summary data is available for this year.$332$1.86$12.5$12.8$0.22
2015Summary only. Only limited summary data is available for this year.$274$0.97$9.65$11.9$2.21
2014Summary only. Only limited summary data is available for this year.$289$1.31$31.5$14.8$16.7
2013Summary only. Only limited summary data is available for this year.$292$1.65$20.6$10.1$10.5
2012Summary only. Only limited summary data is available for this year.$261$2.69$15.7$9.34$6.36
2011Summary only. Only limited summary data is available for this year.$240$1.66$1.57$9.60$11.2