Civic Intelligence

The Hebeler Foundation

990PF • Fiscal year 2016 • EIN 20-5990006

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 03, 2017

Organization Profile
108 Moore Creek RdSanta Cruz, CA 95060

(781) 239-1188

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

77th percentile

18%

Higher net margin than 77% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

58th percentile

2.8%

Faster asset growth than 58% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-64%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,037,181

Up $28,590 (+2.8%) from 2015

Net Assets

Up

$1,037,181

Up $28,590 (+2.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin77th percentile

Revenue

Down

$63,274

Down $113,587 (-64%) from 2015

Expenses

Down

$51,715

Down $140 (-0.3%) from 2015

Net Income

Down

$11,559

Down $113,447 (-91%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$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

2016

Assets$1,037,181
Liabilities$0
Net Assets$1,037,181
Open 2016 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$63,274
Expenses$51,715
Net Income$11,559
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 3, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIE C HEBELERDirector-$0--
MATTHEW HEBELERSecretary/Treasurer-$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
2017-04-03

Preparer

Firm
GW & Wade LLC
Address
93 Worcester St, Wellesley, MA 02481-3609
Preparer
John S Murray
Phone
7812391188
Raw XML Appendix354 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/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MARIE C HEBELER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08314272725
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0108 MOORE CREED ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SANTA CRUZ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd095060
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BELLARMINE COLLEGE PREPARATORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CUSHING ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MCLINDON FAMILY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3REGINA HIGH SCHOOL ANNUAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4SMSC
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/AddressLine1Txt1PO BOX 8000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt28305 TOM DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt313900 MASONIC BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42025 SOQUEL AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN JOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ASHBURNHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BATON ROUGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WARREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SANTA CRUZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095126
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd101430
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd270815
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd348088
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd495062
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
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/AppliedToCurrentYearAmt03771
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt046229
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt050081
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt046310
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt046229
OtherIncreasesSchedule/OtherIncreasesDetail/Amt017031
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN MARKET VALUE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01621
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0GW&WADE INVESTMENT MGMT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt20
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt134
TaxesSchedule/TaxesDetail/Amt250
TaxesSchedule/TaxesDetail/CategoryTxt0FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt2ATTORNEY GENERALS REGISTRY
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIE HEBELER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07812391188
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-03
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/FilingSecurityInformation/AtSubmissionCreationDeviceId01CE017AE8F644883255F05C6A9241E0DA748CF0E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01CE017AE8F644883255F05C6A9241E0DA748CF0E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.90.209.194
ReturnHeader/FilingSecurityInformation/IPDt02017-04-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:32:18
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261101800
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GW & Wade 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 S Murray
ReturnHeader/ReturnTs02017-05-10T14:54:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,037,181
Liabilities
$0
Net assets
$1,037,181
Revenue
$63,274
Expenses
$51,715
Net income
$11,559
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