Civic Intelligence

Heron Institute

990EZ • Fiscal year 2017 • EIN 26-0027317

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 09, 2018

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

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

90th percentile

46%

Higher net margin than 90% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

94th percentile

152%

Faster asset growth than 94% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

88th percentile

60%

Faster revenue growth than 88% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$113,608

Up $68,606 (+152%) from 2016

Net Assets

Up

$112,729

Up $67,727 (+150%) from 2016

Liabilities

$879

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin90th percentile

Revenue

Up

$148,691

Up $55,828 (+60%) from 2016

Expenses

Up

$80,965

Up $31,179 (+63%) from 2016

Net Income

Up

$67,726

Up $24,649 (+57%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth94th 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

2017

Assets$113,608
Liabilities$879
Net Assets$112,729
Open 2017 Filing

Operations Trend

Revenue Growth88th 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

2017

Revenue$148,691
Expenses$80,965
Net Income$67,726
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 9, 2018
Return Version
2017v2.3
Gross Receipts
$148,691
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
ESTABLISHED CURRICULUMN AND MATERIAL FOR ONLINE CLASS CONDUCTED BY CHINESE EDUCATOR.-$76,028
CONTINUED WORK ON TRANSLATING CHINESE MEDICINE TEXTBOOKS FROM CHINESE TO ENGLISH.-$2,184
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERON FRUEHAUFExecutive Di-$0--
HEINRICH FRUEHAUFPresident-$0--
LAURIE REGANSecretary-$0--
BILL FRAZIERBoard Member-$0--
TAMARA STANDTBoard 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
2018-07-09
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

“China trip housing 40,988 transportation 6,657 fees 2,800 gifts 1,963 meals & entertainment 1,250 expenses advertising 250 board meeting 857 excise taxes 140 bank fees 530 nllaom 300 abbero visit 2,870 total 58,605”

Form 990-ez, Part II, Line 26

“DEFERRED REVENUE 0 879”

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 Appendix155 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/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHINA TRIP HOUSING 40,988 TRANSPORTATION 6,657 FEES 2,800 GIFTS 1,963 MEALS & ENTERTAINMENT 1,250 EXPENSES ADVERTISING 250 BOARD MEETING 857 EXCISE TAXES 140 BANK FEES 530 NLLAOM 300 ABBERO VISIT 2,870 TOTAL 58,605
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DEFERRED REVENUE 0 879
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE HERON INSTITUTE HAS BEEN FORMED TO PROMOTE EDUCATION ADN RESEARCH ABOUT HOLISTIC HEALTH CARE AND ENVIRONMENTAL PRACTICES.
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ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$113,608
Liabilities
$879
Net assets
$112,729
Revenue
$148,691
Expenses
$80,965
Net income
$67,726
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