Civic Intelligence

Heron Institute

990EZ • Fiscal year 2014 • EIN 26-0027317

Jan 01, 2014 to Dec 31, 2014 • Filed on May 06, 2015

Organization ProfileN/A
PO Box 70Corbett, OR 97019

(503) 695-2955

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

2nd percentile

-277%

Higher net margin than 2% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

78th percentile

32%

Faster asset growth than 78% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2014

Revenue Growth

22nd percentile

-20%

Faster revenue growth than 22% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$3,639

Up $1,540 (+73%) from 2012

Net Assets

Up

$3,639

Up $1,540 (+73%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin2nd percentile

Revenue

Down

$3,200

Down $1,801 (-36%) from 2012

Expenses

Down

$12,068

Down $7,602 (-39%) from 2012

Net Income

Up

-$8,868

Up $5,801 (+40%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$800K$600K$400K$200K$0Assets 2010: $7,693Net Assets 2010: $7,6932010Assets 2011: $19,768Liabilities 2011: $3,000Net Assets 2011: $16,7682011Assets 2012: $2,099Net Assets 2012: $2,0992012Assets 2014: $3,639Net Assets 2014: $3,6392014Assets 2015: $1,925Net Assets 2015: $1,9252015Assets 2016: $45,002Net Assets 2016: $45,0022016Assets 2017: $113,608Liabilities 2017: $879Net Assets 2017: $112,7292017Assets 2018: $100,821Net Assets 2018: $100,8212018Assets 2019: $182,423Net Assets 2019: $182,4232019Assets 2020: $194,649Liabilities 2020: $7,433Net Assets 2020: $187,2162020Assets 2021: $327,841Liabilities 2021: $39,769Net Assets 2021: $288,0722021Assets 2022: $256,874Liabilities 2022: $0Net Assets 2022: $256,8742022Assets 2023: $321,431Liabilities 2023: $0Net Assets 2023: $321,4312023Assets 2024: $620,291Liabilities 2024: $0Net Assets 2024: $620,2912024

Highlighted filing

2014

Assets$3,639
Liabilities-
Net Assets$3,639
Open 2014 Filing

Operations Trend

Revenue Growth22nd percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $7,011Expenses 2010: $1,108Net Income 2010: $5,9032010Revenue 2011: $21,248Expenses 2011: $12,173Net Income 2011: $9,0752011Revenue 2012: $5,001Expenses 2012: $19,670Net Income 2012: -$14,6692012Revenue 2014: $3,200Expenses 2014: $12,068Net Income 2014: -$8,8682014Revenue 2015: $5,150Expenses 2015: $6,864Net Income 2015: -$1,7142015Revenue 2016: $92,863Expenses 2016: $49,786Net Income 2016: $43,0772016Revenue 2017: $148,691Expenses 2017: $80,965Net Income 2017: $67,7262017Revenue 2018: $31,825Expenses 2018: $43,733Net Income 2018: -$11,9082018Revenue 2019: $172,305Expenses 2019: $90,703Net Income 2019: $81,6022019Revenue 2020: $24,682Expenses 2020: $19,891Net Income 2020: $4,7912020Revenue 2021: $118,471Expenses 2021: $17,615Net Income 2021: $100,8562021Revenue 2022: $43,959Expenses 2022: $75,157Net Income 2022: -$31,1982022Revenue 2023: $227,156Expenses 2023: $162,599Net Income 2023: $64,5572023Revenue 2024: $184,315Expenses 2024: $98,981Net Income 2024: $85,3342024

Highlighted filing

2014

Revenue$3,200
Expenses$12,068
Net Income-$8,868
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 6, 2015
Return Version
2014v5.0
Gross Receipts
$3,200
Mission and Program Overview

Mission

The heron institute has been formed to promote education adn research about holistic health care and environmental practices.

Program Services

DescriptionGrantsExpenses
CONTINUED DEVELOPMENT OF EDUCATIONAL SEMINARS INCLUDING TRAVEL ARRANGMENTS AND COSTS TO CHINA TO LEARN AND OBSERVE HOLISTIC HEALTH CARE PRACTICES AND TECHNIQUES. TYPICALLY, THE SEMINARS TAKE PLACE ONCE EVERY TWO YEARS.-$6,000
CONTINUED WORK ON TRANSLATING CHINESE MEDICINE TEXTBOOKS FROM CHINESE TO ENGLISH.-$4,997
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERON FRUEHAUFExecutive Di-$0--
HEINRICH FRUEHAUFPresident-$0--
LAURIE REGANSecretary-$0--
BILL FRAZIERBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Heron Institute
EIN
26-0027317
Phone
5036952955
Address
PO BOX 70, CORBETT, OR 97019

Signing Officer

Name
Sheron Fruehauf
Title
Executive Director
Phone
5036952955
Signed
2015-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Mt Hood Tax & Accounting Professionals
Address
200 NW DIVISION ST, GRESHAM, OR 97030-5522
Preparer
Sean Berry CPA
Phone
5036671610
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses excise taxes 60 education/consulting 4,997 bank fees 36 annual seminar fee 6,000 total 11,093”

Form 990-ez, Part III

“The heron institute has been formed to promote education adn research about holistic health care and environmental practices.”

Raw XML Appendix119 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CORBETT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097019
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAURIE REGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BILL FRAZIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherExpensesTotalAmt011093
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CONTINUED DEVELOPMENT OF EDUCATIONAL SEMINARS INCLUDING TRAVEL ARRANGMENTS AND COSTS TO CHINA TO LEARN AND OBSERVE HOLISTIC HEALTH CARE PRACTICES AND TECHNIQUES. TYPICALLY, THE SEMINARS TAKE PLACE ONCE EVERY TWO YEARS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04997
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012068
IRS990EZ/TotalProgramServiceExpensesAmt010997
IRS990EZ/TotalRevenueAmt03200
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03200
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/TotalAmt03200
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03200
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES EXCISE TAXES 60 EDUCATION/CONSULTING 4,997 BANK FEES 36 ANNUAL SEMINAR FEE 6,000 TOTAL 11,093
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE HERON INSTITUTE HAS BEEN FORMED TO PROMOTE EDUCATION ADN RESEARCH ABOUT HOLISTIC HEALTH CARE AND ENVIRONMENTAL PRACTICES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05036952955
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERON INSTITUTE
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ReturnHeader/Filer/EIN0260027317
ReturnHeader/Filer/PhoneNum05036952955
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRESHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0970305522
ReturnHeader/PreparerPersonGrp/PhoneNum05036671610
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SEAN BERRY CPA
ReturnHeader/ReturnTs02015-05-11T09:52:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,639
Liabilities
-
Net assets
$3,639
Revenue
$3,200
Expenses
$12,068
Net income
-$8,868
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$1.84$0.99$0.85
2023Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$2.27$1.63$0.65
2022Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.44$0.75$0.31
2021Detailed filing. Detailed filing data is available for this year.$3.28$0.40$2.88$1.18$0.18$1.01
2020Detailed filing. Detailed filing data is available for this year.$1.95$0.07$1.87$0.25$0.20$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.82$1.82$1.72$0.91$0.82
2018Detailed filing. Detailed filing data is available for this year.$1.01$1.01$0.32$0.44$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.14$0.01$1.13$1.49$0.81$0.68
2016Detailed filing. Detailed filing data is available for this year.$0.45$0.45$0.93$0.50$0.43
2015Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.05$0.07$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.03$0.12$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.02$0.05$0.20$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.03$0.17$0.21$0.12$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.08$0.07$0.01$0.06