Civic Intelligence

The Fb Heron Foundation

990PF • Fiscal year 2020 • EIN 13-3647019

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 15, 2022

Organization Profile

View Organization Page

PO Box 996New Milford, CT 06776

(475) 250-1020

Siviq Scores

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

Liabilities / Assets

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Liabilities / Revenue

14th percentile

0.06x

Higher debt load relative to revenue than 14% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Net Margin

95th percentile

64%

Higher net margin than 95% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Top Officer Pay

38th percentile

$443,912

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2020 filings • $250M-$1B nonprofits • Source year 2020

Asset Growth

54th percentile

8.5%

Faster asset growth than 54% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Annualized from 2019 to 2020

Revenue Growth

98th percentile

273%

Faster revenue growth than 98% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$360,659,886

Up $28,259,702 (+8.5%) from 2019

Net Assets

$357,876,917

No earlier filing loaded for comparison.

Liabilities

Up

$2,782,969

Up $918,476 (+49%) from 2019

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin95th percentile

Revenue

Up

$46,751,872

Up $34,207,625 (+273%) from 2019

Expenses

Up

$17,018,329

Up $4,259,082 (+33%) from 2019

Net Income

Up

$29,733,543

Up $29,948,543 (+13930%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2020

Assets$360,659,886
Liabilities$2,782,969
Net Assets$357,876,917
Open 2020 Filing

Operations Trend

Revenue Growth98th 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

2020

Revenue$46,751,872
Expenses$17,018,329
Net Income$29,733,543
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 15, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANA K BEZERRAPresidentFT$357,637$86,275$443,912
NHADINE LEUNGVice President/TreasurerFT$253,322$64,596$317,918
CLARA G MILLERPresident EmeritusPT$236,194-$236,194
ANNE WADEDirector-$0--
BUZZ SCHMIDTChairman-$0--
WILLIAM MC CALPINDirector-$0--
JOHN OTTERLEIDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Fb Heron Foundation
EIN
13-3647019
Phone
4752501020
Address
PO BOX 996, NEW MILFORD, CT 06776

Signing Officer

Name
Dana K Bezerra
Title
President
Phone
4752501020
Signed
2022-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Owen J Flanagan & Co
Address
60 East 42nd Street, New York, NY 10165
Preparer
Kevin Sunkel
Phone
2126822783
Raw XML AppendixShowing 400 of 2,195 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/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt077955
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0644466
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt060000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0626511
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt077955
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0626511
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0626511
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0704466
IRS990PF/FMVAssetsEOYAmt0360659886
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0501264
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0736701
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0760587
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0664411
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0760587
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0760587
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0871932
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02152868
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02152868
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt019285092
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04260457
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt04260457
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0175520396
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0212716498
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0212716498
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0252600
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0975000
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0330535691
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0357876917
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt012146689
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt013585326
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt013585326
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt059505724
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt043919916
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt043919916
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01110629
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01071268
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0337679
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0191171
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0191171
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt06593987
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03646168
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03646168
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0332400184
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0360659886
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0360659886
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01864493
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02782969
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0332400184
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0360659886
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0330535691
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0357876917
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt057474274
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt079426895
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt079426895
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0313040294
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04546620
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0307292411
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04695604
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01201263
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt015417235
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0308344690
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0313040294
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/CompensationAmt0258974
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1245406
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt2198084
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt3198409
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt4152993
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt070039
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt180773
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt278874
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt364394
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt425824
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0PREETI BHATTACHARJI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1BRENDAN MAHER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2BARBARA VANSCOY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3KELLY RYAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm4AMY ORR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0VP - INTEGRATED CAPI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1VP - INTEGRATED CAPI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2FIXED INCOME FELLOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3FELLOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt4DIRECTOR INTEGRATED
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 MILFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1NEW MILFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2NEW MILFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3NEW MILFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm4NEW MILFORD
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/ZIPCd006776
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd106776
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd206776
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd306776
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd406776
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0TILT INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1BBMG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2ON-RAMPS SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3APERIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt4SONNICK PARTNERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0300000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1129700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2128175
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt3123738
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt492086
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2RECRUITING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3INVESTMENT ADVICE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt4CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt02212 QUEEN ANNE AVE N
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt120 JAY STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt22500 WESTON ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt3THREE HARBOR DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt4860 BROADWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SEATTLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1BROOKLYN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2WESTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3SAUSALITO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm4NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd4NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd098109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd111201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd233331
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd394965
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd410003
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt09
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1357637
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2253322
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3236194
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt186275
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt264596
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
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/PersonNm0ANNE WADE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DANA K BEZERRA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2NHADINE LEUNG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CLARA G MILLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4BUZZ SCHMIDT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5WILLIAM MC CALPIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6JOHN OTTERLEI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3PRESIDENT EMERITUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4C/O FB HERON FOUNDATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5C/O FB HERON FOUNDATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6C/O FB HERON FOUNDATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW MILFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEW MILFORD

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$360,659,886
Liabilities
$2,782,969
Net assets
$357,876,917
Revenue
$46,751,872
Expenses
$17,018,329
Net income
$29,733,543
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