Civic Intelligence

Herald Foundation

990EZ • Fiscal year 2020 • EIN 26-1431045

Jul 01, 2019 to Jun 30, 2020 • Filed on Jul 16, 2020

Organization ProfileN/A
3733 Rosemead BlvdRosemead, CA 91770

(626) 288-8100

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

90th percentile

54%

Higher net margin than 90% 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

45th percentile

0.8%

Faster asset growth than 45% of similar nonprofits.

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

Revenue Growth

2nd percentile

-99%

Faster revenue growth than 2% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$180,172

Up $1,419 (+0.8%) from 2019

Net Assets

Up

$180,172

Up $1,419 (+0.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin90th percentile

Revenue

Down

$2,605

Down $178,828 (-99%) from 2019

Expenses

Down

$1,186

Down $168,712 (-99%) from 2019

Net Income

Down

$1,419

Down $10,116 (-88%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$200K$150K$100K$50K$0Assets 2015: $99,096Liabilities 2015: $1,680Net Assets 2015: $97,4162015Assets 2016: $151,286Liabilities 2016: $0Net Assets 2016: $151,2862016Assets 2017: $159,438Liabilities 2017: $1,586Net Assets 2017: $157,8522017Assets 2018: $170,380Liabilities 2018: $3,162Net Assets 2018: $167,2182018Assets 2019: $178,753Liabilities 2019: $0Net Assets 2019: $178,7532019Assets 2020: $180,172Liabilities 2020: $0Net Assets 2020: $180,1722020Assets 2021: $177,933Liabilities 2021: $0Net Assets 2021: $177,9332021Assets 2022: $184,823Liabilities 2022: $0Net Assets 2022: $184,8232022Assets 2023: $194,823Liabilities 2023: $0Net Assets 2023: $194,8232023Assets 2024: $188,812Liabilities 2024: $3,162Net Assets 2024: $185,6502024

Highlighted filing

2020

Assets$180,172
Liabilities$0
Net Assets$180,172
Open 2020 Filing

Operations Trend

Revenue Growth2nd percentile

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

$600K$400K$200K$0-$200KRevenue 2015: $146,323Expenses 2015: $334,374Net Income 2015: -$188,0512015Revenue 2016: $300,609Expenses 2016: $246,739Net Income 2016: $53,8702016Revenue 2017: $494,018Expenses 2017: $377,739Net Income 2017: $116,2792017Revenue 2018: $191,415Expenses 2018: $183,635Net Income 2018: $7,7802018Revenue 2019: $181,433Expenses 2019: $169,898Net Income 2019: $11,5352019Revenue 2020: $2,605Expenses 2020: $1,186Net Income 2020: $1,4192020Revenue 2021: $133,002Expenses 2021: $135,241Net Income 2021: -$2,2392021Revenue 2022: $180,000Expenses 2022: $173,110Net Income 2022: $6,8902022Revenue 2023: $185,000Expenses 2023: $175,000Net Income 2023: $10,0002023Revenue 2024: $436,945Expenses 2024: $446,118Net Income 2024: -$9,1732024

Highlighted filing

2020

Revenue$2,605
Expenses$1,186
Net Income$1,419
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jul 16, 2020
Return Version
2019v5.1
Gross Receipts
$2,605
Mission and Program Overview

Mission

Provide humanitarian assistance

PROVIDE HUMANITARIAN

Program Services

DescriptionGrantsExpenses
TO PROVIDE THE HUMANITARIAN ASSISTANCE AND SERVICES TO THE INTERNATIONAL COMMUNITIES-$1,186
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATIE CHAUDirector-$0--
Filing and Contact Details

Filer

Filer Name
Herald Foundation
EIN
26-1431045
Address
3733 ROSEMEAD BLVD, Rosemead, CA 91770

Signing Officer

Name
Katie Chau
Title
Director
Phone
6262888100
Signed
2020-07-16
Discuss with paid preparer
No

Preparer

Firm
Proaccruate Tax Consulting Group
Address
6620 N MUSCATEL AVE, San Gabriel, CA 91775
Preparer
Alexandra Yeung
Phone
6263196216
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountInsurance 1,092License 79filing 15”

Raw XML Appendix127 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/PersonNm0KATIE CHAU
IRS990EZ/BooksInCareOfDetail/PhoneNum06262888100
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03733 ROSEMEAD BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Rosemead
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091770
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0140092
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0141511
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02600
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01419
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0178753
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0180172
IRS990EZ/GrossReceiptsAmt02605
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LandAndBuildingsGrp/BOYAmt038661
IRS990EZ/LandAndBuildingsGrp/EOYAmt038661
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0178753
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0180172
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0178753
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0180172
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATIE CHAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt01186
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE HUMANITARIAN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE THE HUMANITARIAN ASSISTANCE AND SERVICES TO THE INTERNATIONAL COMMUNITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01186
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01186
IRS990EZ/TotalProgramServiceExpensesAmt01186
IRS990EZ/TotalRevenueAmt02605
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02605
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt070000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0175790
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0494018
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0276155
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01018568
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0783
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt027
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0810
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt014395
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt014395
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0783
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt027
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0810
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99920
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt01032963
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02605
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt070000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0190185
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0494018
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0276155
IRS990ScheduleA/Total509Grp/TotalAmt01032963
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02605
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt070000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0190968
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0494018
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0276182
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01033773
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountInsurance 1,092License 79filing 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0KATIE CHAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06262888100
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERALD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HERA
ReturnHeader/Filer/EIN0261431045
ReturnHeader/Filer/USAddress/AddressLine1Txt03733 ROSEMEAD BLVD
ReturnHeader/Filer/USAddress/CityNm0Rosemead
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091770
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470937039
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PROACCRUATE TAX CONSULTING GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06620 N MUSCATEL AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Gabriel
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091775
ReturnHeader/PreparerPersonGrp/PhoneNum06263196216
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alexandra Yeung
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-18T02:25:40-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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
$180,172
Liabilities
$0
Net assets
$180,172
Revenue
$2,605
Expenses
$1,186
Net income
$1,419
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.89$0.03$1.86$4.37$4.46$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$1.85$1.75$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$1.80$1.73$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$1.33$1.35$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.03$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$1.81$1.70$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.70$0.03$1.67$1.91$1.84$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.59$0.02$1.58$4.94$3.78$1.16
2016Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$3.01$2.47$0.54
2015Detailed filing. Detailed filing data is available for this year.$0.99$0.02$0.97$1.46$3.34$1.88