Civic Intelligence

Heron Institute

990EZ • Fiscal year 2020 • EIN 26-0027317

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 15, 2021

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

68th percentile

0.04x

Higher debt load relative to assets than 68% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

87th percentile

0.30x

Higher debt load relative to revenue than 87% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

69th percentile

19%

Higher net margin than 69% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

54th percentile

6.7%

Faster asset growth than 54% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

7th percentile

-86%

Faster revenue growth than 7% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$194,649

Up $12,226 (+6.7%) from 2019

Net Assets

Up

$187,216

Up $4,793 (+2.6%) from 2019

Liabilities

$7,433

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin69th percentile

Revenue

Down

$24,682

Down $147,623 (-86%) from 2019

Expenses

Down

$19,891

Down $70,812 (-78%) from 2019

Net Income

Down

$4,791

Down $76,811 (-94%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2020

Assets$194,649
Liabilities$7,433
Net Assets$187,216
Open 2020 Filing

Operations Trend

Revenue Growth7th 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

2020

Revenue$24,682
Expenses$19,891
Net Income$4,791
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 15, 2021
Return Version
2020v4.0
Gross Receipts
$27,447
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.$7,700$13,239
ESTABLISHED CURRICULUM AND MATERIAL FOR CLASSES CONDUCTED BY CHINESE EDUCATOR.-$5,818
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
2021-04-15
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 excise taxes 168 licenses 100 total 268”

Form 990-ez, Part II, Line 24

“Deferred loss 4,047 0 total 4,047 0”

Form 990-ez, Part II, Line 26

“DEFERRED REVENUE 0 7,433”

Form 990-ez, Part III

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

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES EXCISE TAXES 168 LICENSES 100 TOTAL 268
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DEFERRED LOSS 4,047 0 TOTAL 4,047 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEFERRED REVENUE 0 7,433
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/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0SHERON FRUEHAUF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIR.
ReturnHeader/BusinessOfficerGrp/PhoneNum05036952955
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-15
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ReturnHeader/Filer/EIN0260027317
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ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SEAN BERRY CPA
ReturnHeader/ReturnTs02021-04-13T20:26:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHERON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FRUEHAUF
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$194,649
Liabilities
$7,433
Net assets
$187,216
Revenue
$24,682
Expenses
$19,891
Net income
$4,791
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