Civic Intelligence

The Hebeler Foundation

EIN 20-5990006 • Santa Cruz, CA

Pub. 78 Eligible
108 Moore Creek RdSanta Cruz, CA 95060
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

66th percentile

15%

Higher net margin than 66% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

53rd percentile

3.0%

Faster asset growth than 53% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

186%

Faster revenue growth than 93% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$803,852

Up $23,791 (+3.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$803,852

Up $23,791 (+3.0%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin66th percentile

Revenue

Up

$118,316

Up $77,004 (+186%) from 2023

Expenses

Up

$100,925

Up $9,236 (+10%) from 2023

Net Income

Up

$17,391

Up $67,768 (+135%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $697,425Liabilities 2011: $0Net Assets 2011: $697,4252011Assets 2012: $791,416Liabilities 2012: $0Net Assets 2012: $791,4162012Assets 2013: $943,931Liabilities 2013: $0Net Assets 2013: $943,9312013Assets 2014: $1,026,916Liabilities 2014: $0Net Assets 2014: $1,026,9162014Assets 2015: $1,008,591Liabilities 2015: $0Net Assets 2015: $1,008,5912015Assets 2016: $1,037,181Liabilities 2016: $0Net Assets 2016: $1,037,1812016Assets 2017: $793,676Liabilities 2017: $0Net Assets 2017: $793,6762017Assets 2018: $800,790Liabilities 2018: $0Net Assets 2018: $800,7902018Assets 2019: $854,212Liabilities 2019: $0Net Assets 2019: $854,2122019Assets 2020: $874,994Liabilities 2020: $0Net Assets 2020: $874,9942020Assets 2021: $894,694Liabilities 2021: $0Net Assets 2021: $894,6942021Assets 2022: $855,095Liabilities 2022: $0Net Assets 2022: $855,0952022Assets 2023: $780,061Liabilities 2023: $0Net Assets 2023: $780,0612023Assets 2024: $803,852Liabilities 2024: $0Net Assets 2024: $803,8522024

Highlighted filing

2024

Assets$803,852
Liabilities$0
Net Assets$803,852
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KExpenses 2011: $21,4352011Expenses 2012: $31,4852012Revenue 2013: $98,337Expenses 2013: $36,397Net Income 2013: $61,9402013Revenue 2014: $99,925Expenses 2014: $41,531Net Income 2014: $58,3942014Revenue 2015: $176,861Expenses 2015: $51,855Net Income 2015: $125,0062015Revenue 2016: $63,274Expenses 2016: $51,715Net Income 2016: $11,5592016Revenue 2017: $36,015Expenses 2017: $51,524Net Income 2017: -$15,5092017Revenue 2018: $62,722Expenses 2018: $57,022Net Income 2018: $5,7002018Revenue 2019: $111,945Expenses 2019: $57,006Net Income 2019: $54,9392019Revenue 2020: $133,800Expenses 2020: $63,693Net Income 2020: $70,1072020Revenue 2021: $88,163Expenses 2021: $77,799Net Income 2021: $10,3642021Revenue 2022: $56,931Expenses 2022: $95,030Net Income 2022: -$38,0992022Revenue 2023: $41,312Expenses 2023: $91,689Net Income 2023: -$50,3772023Revenue 2024: $118,316Expenses 2024: $100,925Net Income 2024: $17,3912024

Highlighted filing

2024

Revenue$118,316
Expenses$100,925
Net Income$17,391
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$803,852
Liabilities
$0
Net assets
$803,852
Revenue
$118,316
Expenses
$100,925
Net income
$17,391
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.12$0.10$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.04$0.09$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.06$0.10$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.09$0.08$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.13$0.06$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.11$0.06$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.06$0.06$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.04$0.05$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.06$0.05$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.18$0.05$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.10$0.04$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.10$0.04$0.06
2012Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.03
2011Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIE C HEBELERDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Hebeler Foundation
EIN
20-5990006
Phone
7812391188
Address
108 MOORE CREEK RD, SANTA CRUZ, CA 95060

Signing Officer

Name
Marie Hebeler
Title
Director
Phone
7812391188
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Focus Partners Wealth LLC
Address
93 WORCESTER ST, WELLESLEY, MA 02481-3609
Preparer
John Murray
Phone
7812391188
Raw XML Appendix309 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MCLINDON FAMILY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE UC DAVIS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4PALO ALTO MEDICAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0960 WEST HEDDING ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1960 WEST HEDDING ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt28305 TOM DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3ONE SHIELDS AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4795 EL CAMINO REAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN JOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN JOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BATON ROUGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3DAVIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PALO ALTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095126
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd195126
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd270815
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3956165270
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd494301
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt095000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07737
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt087263
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0105963
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt0549
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt095000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt0549
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0549
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt098226
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt087263
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0780061
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FIDELITY X5971
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0803852
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02245284
OtherIncreasesSchedule/OtherIncreasesDetail/Amt06400
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK VALUE ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05900
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0GW&WADE / FOCUS FINANCIAL WEALTH INVESTMENT MGMT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0ATTORNEY GENERALS REGISTRY
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIE HEBELER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07812391188
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HEBELER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HEBE
ReturnHeader/Filer/EIN0205990006
ReturnHeader/Filer/PhoneNum07812391188
ReturnHeader/Filer/USAddress/AddressLine1Txt0108 MOORE CREEK RD
ReturnHeader/Filer/USAddress/CityNm0SANTA CRUZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095060
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0900751149
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOCUS PARTNERS WEALTH LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt093 WORCESTER ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WELLESLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0024813609
ReturnHeader/PreparerPersonGrp/PhoneNum07812391188
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN MURRAY
ReturnHeader/ReturnTs02025-05-09T10:36:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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