Civic Intelligence

Heron Institute

990EZ • Fiscal year 2018 • EIN 26-0027317

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 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

Score unavailable

No value available

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

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

10th percentile

-37%

Higher net margin than 10% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

28th percentile

-11%

Faster asset growth than 28% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

4th percentile

-79%

Faster revenue growth than 4% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$100,821

Down $12,787 (-11%) from 2017

Net Assets

Down

$100,821

Down $11,908 (-11%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin10th percentile

Revenue

Down

$31,825

Down $116,866 (-79%) from 2017

Expenses

Down

$43,733

Down $37,232 (-46%) from 2017

Net Income

Down

-$11,908

Down $79,634 (-118%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2018

Assets$100,821
Liabilities-
Net Assets$100,821
Open 2018 Filing

Operations Trend

Revenue Growth4th 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

2018

Revenue$31,825
Expenses$43,733
Net Income-$11,908
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2018
Return Version
2018v3.1
Gross Receipts
$31,825
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 WORK ON TRANSLATING CHINESE MEDICINE TEXTBOOKS FROM CHINESE TO ENGLISH.-$27,330
ESTABLISHED CURRICULUMN AND MATERIAL FOR ONLINE CLASS CONDUCTED BY CHINESE EDUCATOR.-$15,619
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
2018-05-15
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 advertising 300 travel 2,897 excise taxes 211 bank fees 33 monk visit 3,400 total 6,841”

Form 990-ez, Part II, Line 24

“Deferred loss 0 4,397 total 0 4,397”

Form 990-ez, Part II, Line 26

“DEFERRED REVENUE 879 0”

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 Appendix154 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SHERON FRUEHAUF
IRS990EZ/BooksInCareOfDetail/PhoneNum05036952955
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 70
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CORBETT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097019
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0113608
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt096424
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt024375
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11908
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt036892
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0113608
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0100821
IRS990EZ/GrossReceiptsAmt031825
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0112729
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0100821
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0112729
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0100821
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHERON FRUEHAUF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HEINRICH FRUEHAUF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAURIE REGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BILL FRAZIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TAMARA STANDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04397
IRS990EZ/OtherExpensesTotalAmt06841
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE HERON INSTITUTE HAS BEEN FORMED TO PROMOTE EDUCATION ADN RESEARCH ABOUT HOLISTIC HEALTH CARE AND ENVIRONMENTAL PRACTICES.
IRS990EZ/ProgramServiceRevenueAmt07450
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTINUED WORK ON TRANSLATING CHINESE MEDICINE TEXTBOOKS FROM CHINESE TO ENGLISH.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ESTABLISHED CURRICULUMN AND MATERIAL FOR ONLINE CLASS CONDUCTED BY CHINESE EDUCATOR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027330
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt115619
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0879
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043733
IRS990EZ/TotalProgramServiceExpensesAmt042949
IRS990EZ/TotalRevenueAmt031825
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt024375
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt018002
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt056277
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07450
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0130689
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt087313
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0225452
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0281729
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt031825
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0148691
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt092863
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt05150
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03200
IRS990ScheduleA/Total509Grp/TotalAmt0281729
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt031825
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0148691
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt092863
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt05150
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03200
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0281729
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 300 TRAVEL 2,897 EXCISE TAXES 211 BANK FEES 33 MONK VISIT 3,400 TOTAL 6,841
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DEFERRED LOSS 0 4,397 TOTAL 0 4,397
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEFERRED REVENUE 879 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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 II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERON FRUEHAUF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIR.
ReturnHeader/BusinessOfficerGrp/PhoneNum05036952955
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERON INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0HERO
ReturnHeader/Filer/EIN0260027317
ReturnHeader/Filer/PhoneNum05036952955
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 70
ReturnHeader/Filer/USAddress/CityNm0CORBETT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097019
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0473EBCE81EBC227504A9E940A0C034CCB6C9ECE4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId011BDBFFAC36EE13094C3A5BE9E17564E16203440
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.43.111.34
ReturnHeader/FilingSecurityInformation/IPDt02019-05-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:49:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271300762
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MT HOOD TAX & ACCOUNTING PROFESSIONALS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 NW DIVISION ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRESHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0970305522
ReturnHeader/PreparerPersonGrp/PhoneNum05036671610
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SEAN BERRY CPA
ReturnHeader/ReturnTs02019-05-13T17:49:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$100,821
Liabilities
-
Net assets
$100,821
Revenue
$31,825
Expenses
$43,733
Net income
-$11,908
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