Civic Intelligence

Heron Institute

990EZ • Fiscal year 2019 • EIN 26-0027317

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 30, 2020

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

91st percentile

47%

Higher net margin than 91% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

89th percentile

81%

Faster asset growth than 89% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

98th percentile

441%

Faster revenue growth than 98% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$182,423

Up $81,602 (+81%) from 2018

Net Assets

Up

$182,423

Up $81,602 (+81%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin91st percentile

Revenue

Up

$172,305

Up $140,480 (+441%) from 2018

Expenses

Up

$90,703

Up $46,970 (+107%) from 2018

Net Income

Up

$81,602

Up $93,510 (+785%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2019

Assets$182,423
Liabilities-
Net Assets$182,423
Open 2019 Filing

Operations Trend

Revenue Growth98th 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

2019

Revenue$172,305
Expenses$90,703
Net Income$81,602
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 30, 2020
Return Version
2019v5.0
Gross Receipts
$172,305
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 CURRICULUM AND MATERIAL FOR CLASSES CONDUCTED BY CHINESE EDUCATOR.-$67,332
CONTINUED WORK ON TRANSLATING CHINESE MEDICINE TEXTBOOKS FROM CHINESE TO ENGLISH.-$22,652
Compensation and Service Providers
Top Officer Pay77th 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
2020-06-30
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 50,045 gifts 180 supplies 136 textbooks 2,211 certifications 650 retreat reimbursements 19 expenses supplies 140 parking 8 excise taxes 160 memberships 298 total 53,847”

Form 990-ez, Part II, Line 24

“Deferred loss 4,397 4,047 total 4,397 4,047”

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 Appendix152 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/BOYAmt096424
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0178376
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt081602
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt036765
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0100821
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0182423
IRS990EZ/GrossReceiptsAmt0172305
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0100821
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0182423
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0100821
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0182423
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/BOYAmt04397
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04047
IRS990EZ/OtherExpensesTotalAmt053847
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/PrintingPublicationsPostageAmt091
IRS990EZ/ProgramServiceRevenueAmt0172305
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTINUED WORK ON TRANSLATING CHINESE MEDICINE TEXTBOOKS FROM CHINESE TO ENGLISH.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ESTABLISHED CURRICULUM AND MATERIAL FOR CLASSES CONDUCTED BY CHINESE EDUCATOR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022652
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt167332
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt090703
IRS990EZ/TotalProgramServiceExpensesAmt089984
IRS990EZ/TotalRevenueAmt0172305
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt024375
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt018002
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt053077
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0172305
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt07450
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0130689
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt087313
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0397757
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0450834
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0172305
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt031825
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0148691
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt092863
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt05150
IRS990ScheduleA/Total509Grp/TotalAmt0450834
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0172305
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt031825
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0148691
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt092863
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt05150
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0450834
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHINA TRIP HOUSING 50,045 GIFTS 180 SUPPLIES 136 TEXTBOOKS 2,211 CERTIFICATIONS 650 RETREAT REIMBURSEMENTS 19 EXPENSES SUPPLIES 140 PARKING 8 EXCISE TAXES 160 MEMBERSHIPS 298 TOTAL 53,847
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DEFERRED LOSS 4,397 4,047 TOTAL 4,397 4,047
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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 III
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERON FRUEHAUF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIR.
ReturnHeader/BusinessOfficerGrp/PhoneNum05036952955
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-30
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/AtSubmissionFilingDeviceId0E5AF7F90F1B963DD5872D76798C1E3BC2DC8F5DF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.43.111.34
ReturnHeader/FilingSecurityInformation/IPDt02020-06-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm019:37:52
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/PreparationDt02020-06-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SEAN BERRY CPA
ReturnHeader/ReturnTs02020-06-29T19:37:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$182,423
Liabilities
-
Net assets
$182,423
Revenue
$172,305
Expenses
$90,703
Net income
$81,602
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