Civic Intelligence

Herald Foundation

990EZ • Fiscal year 2023 • EIN 26-1431045

Jul 01, 2022 to Jun 30, 2023 • Filed on May 15, 2024

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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

54th percentile

5.4%

Higher net margin than 54% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

58th percentile

5.4%

Faster asset growth than 58% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

48th percentile

2.8%

Faster revenue growth than 48% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$194,823

Up $10,000 (+5.4%) from 2022

Net Assets

Up

$194,823

Up $10,000 (+5.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin54th percentile

Revenue

Up

$185,000

Up $5,000 (+2.8%) from 2022

Expenses

Up

$175,000

Up $1,890 (+1.1%) from 2022

Net Income

Up

$10,000

Up $3,110 (+45%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2023

Assets$194,823
Liabilities$0
Net Assets$194,823
Open 2023 Filing

Operations Trend

Revenue Growth48th 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

2023

Revenue$185,000
Expenses$175,000
Net Income$10,000
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 15, 2024
Return Version
2022v5.0
Gross Receipts
$185,000
Mission and Program Overview

Mission

Provide humanitarian assistance

PROVIDE HUMANITARIAN

Program Services

DescriptionGrantsExpenses
TO PROVIDE THE HUMANITARIAN ASSISTANCE AND SERVICES TO THE INTERNATIONAL COMMUNITIES$185,000$175,250
Compensation and Service Providers
Top Officer Pay78th 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
Pauline Chan
Title
Director
Phone
6262888100
Signed
2024-05-15
Discuss with paid preparer
No

Preparer

Firm
Proaccruate Tax Consulting Group
Address
9132 BROADWAY, TEMPLE CITY, CA 91780
Preparer
Alexandra Yeung
Phone
6263196216
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity MISSION SUPPORT Grantee HERALD FOUNDATION XIAN OFFICE Street 173 XIAN ROAD City, Province, Country, Postal XIAN, SHAANXI China”

Description of other expenses Part I line 16

“Description AmountBank Charges 120Mission Support 174,880”

Raw XML Appendix132 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/BOYAmt028702
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038702
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0185000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010000
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0184823
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0194823
IRS990EZ/GrossReceiptsAmt0185000
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt0156121
IRS990EZ/LandAndBuildingsGrp/EOYAmt0156121
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0184823
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0194823
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0184823
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0194823
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/OtherExpensesTotalAmt0175000
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE HUMANITARIAN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE THE HUMANITARIAN ASSISTANCE AND SERVICES TO THE INTERNATIONAL COMMUNITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0185000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0175250
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0175000
IRS990EZ/TotalProgramServiceExpensesAmt0175250
IRS990EZ/TotalRevenueAmt0185000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0175000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0180000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0133000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02605
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt070000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0560605
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99860
IRS990ScheduleA/PublicSupportTotal509Amt0560605
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0175000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0180000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0133000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02605
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt070000
IRS990ScheduleA/Total509Grp/TotalAmt0560605
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0175000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0180000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0133008
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02605
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt070000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0560613
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity MISSION SUPPORT Grantee HERALD FOUNDATION XIAN OFFICE Street 173 XIAN ROAD City, Province, Country, Postal XIAN, SHAANXI China
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBank Charges 120Mission Support 174,880
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Pauline Chan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06262888100
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
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/AddressLine1Txt09132 BROADWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TEMPLE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091780
ReturnHeader/PreparerPersonGrp/PhoneNum06263196216
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alexandra Yeung
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-16T02:27:24-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Pauline
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Chan
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$194,823
Liabilities
$0
Net assets
$194,823
Revenue
$185,000
Expenses
$175,000
Net income
$10,000
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