Civic Intelligence

Herald Foundation

990EZ • Fiscal year 2021 • EIN 26-1431045

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

33rd percentile

-1.7%

Higher net margin than 33% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

37th percentile

-1.2%

Faster asset growth than 37% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

99th percentile

5006%

Faster revenue growth than 99% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$177,933

Down $2,239 (-1.2%) from 2020

Net Assets

Down

$177,933

Down $2,239 (-1.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin33rd percentile

Revenue

Up

$133,002

Up $130,397 (+5006%) from 2020

Expenses

Up

$135,241

Up $134,055 (+11303%) from 2020

Net Income

Down

-$2,239

Down $3,658 (-258%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2021

Assets$177,933
Liabilities$0
Net Assets$177,933
Open 2021 Filing

Operations Trend

Revenue Growth99th 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

2021

Revenue$133,002
Expenses$135,241
Net Income-$2,239
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.1
Gross Receipts
$133,002
Mission and Program Overview

Mission

Provide humanitarian assistance

PROVIDE HUMANITARIAN

Program Services

DescriptionGrantsExpenses
TO PROVIDE THE HUMANITARIAN ASSISTANCE AND SERVICES TO THE INTERNATIONAL COMMUNITIES$133,000$135,241
Compensation and Service Providers
Top Officer Pay77th 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
2022-05-16
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 1,040License 42filing 25Grant filing fees 2,059Mission Support Expense 132,000Bank Charges 75”

Raw XML Appendix142 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
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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/BOYAmt0141511
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0139272
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0133000
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IRS990EZ/ExcessOrDeficitForYearAmt0-2239
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LandAndBuildingsGrp/BOYAmt038661
IRS990EZ/LandAndBuildingsGrp/EOYAmt038661
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0180172
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0177933
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0180172
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0177933
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0135241
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE HUMANITARIAN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE THE HUMANITARIAN ASSISTANCE AND SERVICES TO THE INTERNATIONAL COMMUNITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0133000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0135241
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0135241
IRS990EZ/TotalProgramServiceExpensesAmt0135241
IRS990EZ/TotalRevenueAmt0133002
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0133000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02605
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt070000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0175790
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0494018
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0875413
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0783
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0791
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt014395
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt014395
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0783
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0791
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99910
IRS990ScheduleA/PublicSupportPY509Pct00.99920
IRS990ScheduleA/PublicSupportTotal509Amt0889808
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0133000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02605
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt070000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0190185
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0494018
IRS990ScheduleA/Total509Grp/TotalAmt0889808
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0133008
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02605
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt070000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0190968
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0494018
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0890599
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountInsurance 1,040License 42filing 25Grant filing fees 2,059Mission Support Expense 132,000Bank Charges 75
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Katie ChAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06262888100
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
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/PreparationDt02022-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alexandra Yeung
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-05-16T19:31:27-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Katie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ChAU
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$177,933
Liabilities
$0
Net assets
$177,933
Revenue
$133,002
Expenses
$135,241
Net income
-$2,239
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