Civic Intelligence

Heramb Charitable Foundation

990PF • Fiscal year 2018 • EIN 20-2021881

Dec 01, 2017 to Nov 30, 2018 • Filed on Feb 08, 2019

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

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

52nd percentile

3.9%

Higher net margin than 52% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

51st percentile

0.9%

Faster asset growth than 51% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

81st percentile

33%

Faster revenue growth than 81% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$238,843

Up $2,094 (+0.9%) from 2017

Net Assets

Up

$238,843

Up $2,094 (+0.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin52nd percentile

Revenue

Up

$54,779

Up $13,708 (+33%) from 2017

Expenses

Up

$52,656

Up $5,550 (+12%) from 2017

Net Income

Up

$2,123

Up $8,158 (+135%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2018

Assets$238,843
Liabilities$0
Net Assets$238,843
Open 2018 Filing

Operations Trend

Revenue Growth81st 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

2018

Revenue$54,779
Expenses$52,656
Net Income$2,123
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2017 to Nov 30, 2018
Signed
Feb 8, 2019
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

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
2019-02-08
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 Appendix325 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/AddressLine1Txt74300 El Cajon Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt812463 Ranch Bernardo Road 257
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10215 N Lemon Unit A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Rock Point
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4El Cajon
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Fullerton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092123
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160031
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd286545
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492020
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592123
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd692120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd792105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd892128
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd992121
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1092832
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt052250
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/AppliedToCurrentYearAmt021093
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021093
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt014136
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt045293
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt031157
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt014136
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt052250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt031157
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt045293
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt014136
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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/TotalContributionsAmt040000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt029
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Other adjustment
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt2371
TaxesSchedule/TaxesDetail/CategoryTxt0CA Attorney General--Form RRF-1 (2016)
TaxesSchedule/TaxesDetail/CategoryTxt1CA Franchise Tax Board--Form 199 (2016)
TaxesSchedule/TaxesDetail/CategoryTxt2IRS--Form 990PF (2016)
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Brent R Heramb
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-08
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/PreparerFirmEIN0330856313
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/ReturnTs02019-02-08T14:43:50-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-12-01
ReturnHeader/TaxPeriodEndDt02018-11-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$238,843
Liabilities
$0
Net assets
$238,843
Revenue
$54,779
Expenses
$52,656
Net income
$2,123
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
2018Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.55$0.53$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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