Civic Intelligence

Heramb Charitable Foundation

990PF • Fiscal year 2017 • EIN 20-2021881

Dec 01, 2016 to Nov 30, 2017 • Filed on Feb 18, 2018

Organization Profile
6645 Norman LaneSan Diego, CA 92120

(619) 261-5969

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

21st percentile

-15%

Higher net margin than 21% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

39th percentile

-2.5%

Faster asset growth than 39% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

68th percentile

14%

Faster revenue growth than 68% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$236,749

Down $6,035 (-2.5%) from 2016

Net Assets

Down

$236,749

Down $6,035 (-2.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin21st percentile

Revenue

Up

$41,071

Up $5,028 (+14%) from 2016

Expenses

Up

$47,106

Up $24,424 (+108%) from 2016

Net Income

Down

-$6,035

Down $19,396 (-145%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$600K$400K$200K$0Assets 2011: $229,459Liabilities 2011: $02011Assets 2012: $219,719Liabilities 2012: $0Net Assets 2012: $219,7192012Assets 2013: $221,008Liabilities 2013: $1Net Assets 2013: $221,0072013Assets 2014: $224,277Liabilities 2014: $12014Assets 2015: $228,729Liabilities 2015: $0Net Assets 2015: $228,7292015Assets 2016: $242,784Liabilities 2016: $0Net Assets 2016: $242,7842016Assets 2017: $236,749Liabilities 2017: $0Net Assets 2017: $236,7492017Assets 2018: $238,843Liabilities 2018: $0Net Assets 2018: $238,8432018Assets 2019: $284,619Liabilities 2019: $0Net Assets 2019: $284,6192019Assets 2020: $287,108Liabilities 2020: $0Net Assets 2020: $287,1082020Assets 2021: $299,491Liabilities 2021: $0Net Assets 2021: $299,4912021Assets 2022: $317,544Liabilities 2022: $0Net Assets 2022: $317,5442022Assets 2023: $463,949Liabilities 2023: $12023Assets 2025: $496,737Liabilities 2025: $0Net Assets 2025: $496,7372025

Highlighted filing

2017

Assets$236,749
Liabilities$0
Net Assets$236,749
Open 2017 Filing

Operations Trend

Revenue Growth68th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $8,018Expenses 2011: $5,030Net Income 2011: $2,9882011Expenses 2012: $11,4302012Expenses 2013: $12,3102013Revenue 2014: $17,948Expenses 2014: $13,932Net Income 2014: $4,0162014Revenue 2015: $20,851Expenses 2015: $16,399Net Income 2015: $4,4522015Revenue 2016: $36,043Expenses 2016: $22,682Net Income 2016: $13,3612016Revenue 2017: $41,071Expenses 2017: $47,106Net Income 2017: -$6,0352017Revenue 2018: $54,779Expenses 2018: $52,656Net Income 2018: $2,1232018Revenue 2019: $64,732Expenses 2019: $18,956Net Income 2019: $45,7762019Revenue 2020: $38,178Expenses 2020: $35,689Net Income 2020: $2,4892020Revenue 2021: $11,322Expenses 2021: $1,485Net Income 2021: $9,8372021Revenue 2022: $29,240Expenses 2022: $13,500Net Income 2022: $15,7402022Revenue 2023: $157,195Expenses 2023: $10,790Net Income 2023: $146,4052023Revenue 2025: $52,652Expenses 2025: $10,688Net Income 2025: $41,9642025

Highlighted filing

2017

Revenue$41,071
Expenses$47,106
Net Income-$6,035
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Feb 18, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brent R HerambPresident-$0--
Lora D HerambSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Heramb Charitable Foundation
EIN
20-2021881
Phone
6192615969
Address
6645 Norman Lane, San Diego, CA 92120

Signing Officer

Name
Brent R Heramb
Title
President
Signed
2018-02-18
Discuss with paid preparer
Yes

Preparer

Firm
Brent R Heramb a Professional Corporation
Address
6645 Norman Ln, SAN DIEGO, CA 92120-3948
Preparer
Brent R Heramb
Phone
6192615969
Raw XML Appendix296 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Brent R Heramb
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Lora D Heramb
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Rock Point
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3El Cajon
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092123
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192123
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd286545
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392020
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492128
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt046750
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt020508
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt012106
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020508
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt014136
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt014136
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt046750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt014136
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt014136
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt012106
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Doris E Heramb
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt05551 Toyon Road
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0San Diego
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092115
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt022500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt2321
TaxesSchedule/TaxesDetail/CategoryTxt0California--Attorney General Form RRF-1
TaxesSchedule/TaxesDetail/CategoryTxt1California--FTB Form 199 (2015)
TaxesSchedule/TaxesDetail/CategoryTxt2Federal--IRS Form 990PF (2015)
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Brent R Heramb
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Heramb Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HERA
ReturnHeader/Filer/EIN0202021881
ReturnHeader/Filer/PhoneNum06192615969
ReturnHeader/Filer/USAddress/AddressLine1Txt06645 Norman Lane
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092120
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRENT R HERAMB A PROFESSIONAL CORPORATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06645 Norman Ln
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0921203948
ReturnHeader/PreparerPersonGrp/PhoneNum06192615969
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brent R Heramb
ReturnHeader/ReturnTs02018-02-18T11:21:46-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-12-01
ReturnHeader/TaxPeriodEndDt02017-11-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$236,749
Liabilities
$0
Net assets
$236,749
Revenue
$41,071
Expenses
$47,106
Net income
-$6,035
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.53$0.11$0.42
2023Summary only. Only limited summary data is available for this year.$4.64$0.00$1.57$0.11$1.46
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.18$0.00$3.18$0.29$0.14$0.16
2021Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.11$0.01$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.00$2.87$0.38$0.36$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.85$0.00$2.85$0.65$0.19$0.46
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.39$0.00$2.39$0.55$0.53$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.41$0.47$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.36$0.23$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.21$0.16$0.04
2014Summary only. Only limited summary data is available for this year.$2.24$0.00$0.18$0.14$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.12
2012Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.11
2011Summary only. Only limited summary data is available for this year.$2.29$0.00$0.08$0.05$0.03