Civic Intelligence

Hellmuth Hertz Foundation

990PF • Fiscal year 2020 • EIN 36-3741553

Jan 01, 2020 to Dec 31, 2020 • Filed on May 25, 2021

4123 SW Comus StreetPortland, OR 97219

(503) 245-9743

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

4th percentile

-420%

Higher net margin than 4% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Assets

Down

$213,833

Down $375,725 (-64%) from 2019

Net Assets

Down

$213,833

Down $375,725 (-64%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$94,609

Down $844,457 (-90%) from 2019

Expenses

Down

$491,675

Down $290,458 (-37%) from 2019

Net Income

Down

-$397,066

Down $553,999 (-353%) from 2019

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2018: $467,493Liabilities 2018: $0Net Assets 2018: $467,4932018Assets 2019: $589,558Liabilities 2019: $0Net Assets 2019: $589,5582019Assets 2020: $213,833Liabilities 2020: $0Net Assets 2020: $213,8332020Assets 2021: $18,574Liabilities 2021: $0Net Assets 2021: $18,5742021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2020

Assets$213,833
Liabilities$0
Net Assets$213,833

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2018: $846,278Expenses 2018: $767,407Net Income 2018: $78,8712018Revenue 2019: $939,066Expenses 2019: $782,133Net Income 2019: $156,9332019Revenue 2020: $94,609Expenses 2020: $491,675Net Income 2020: -$397,0662020Revenue 2021: $45,330Expenses 2021: $208,909Net Income 2021: -$163,5792021Revenue 2022: $188,323Expenses 2022: $206,897Net Income 2022: -$18,5742022

Highlighted filing

2020

Revenue$94,609
Expenses$491,675
Net Income-$397,066
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 25, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HANS HERTZPresident-$0--
PER ALMSecretary And TreasurerPT$0--
JAN AKE NILSSONDirector-$0--
LIL TRSKMAN-BENDZDirector-$0--
MARIANNE GULLBERGDirector-$0--
Filing and Contact Details

Filer

Filer Name
Hellmuth Hertz Foundation
EIN
36-3741553
Phone
5032459743
Address
4123 SW COMUS STREET, PORTLAND, OR 97219

Signing Officer

Name
Hans Hertz
Title
President
Phone
5032459743
Signed
2021-05-25
Discuss with paid preparer
Yes

Preparer

Firm
Mcdonald Jacobs Pc
Address
520 SW YAMHILL ST STE 500, PORTLAND, OR 97204
Preparer
Sang Ahn
Phone
5032270581
Raw XML Appendix368 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.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt296985
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt377588
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt496985
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FINANCIAL RESOURCES FOR THIS POST-DOCTORAL STIPEND, FROM THE BIRGIT AND HELLMUTH HERTZ FOUNDATION, ARE GRANTED AT THE DISCRETION OF THE FOUNDATION BOARD AND ARE ADMINISTERED BY THE ROYAL PHYSIOGRAPHIC SOCIETY OF LUND. THE GOAL IS TO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FINANCIAL RESOURCES FOR THIS POST-DOCTORAL STIPEND, FROM THE BIRGIT AND HELLMUTH HERTZ FOUNDATION, ARE GRANTED AT THE DISCRETION OF THE FOUNDATION BOARD AND ARE ADMINISTERED BY THE ROYAL PHYSIOGRAPHIC SOCIETY OF LUND. THE GOAL IS TO ALLOW YOUNGER RESEARCHERS THE POSSIBILITY TO RENEW THEIR RESEARCH BY THE AWARD OF A PROJECT GRANT OVER TWO TO THREE YEARS. THE PROJECT MUST INCLUDE A LONGER RESEARCH VISIT (6-12 MONTHS) AT A WELL-RESPECTED FOREIGN UNIVERSITY (OR EQUIVALENT) OUTSIDE THE NORDIC REGION FOLLOWED BY RESEARCH WITHIN THE SAME PROJECT AT THE HOME UNIVERSITY (18-24 MONTHS).
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FINANCIAL RESOURCES FOR THIS POST-DOCTORAL STIPEND, FROM THE BIRGIT AND HELLMUTH HERTZ FOUNDATION, ARE GRANTED AT THE DISCRETION OF THE FOUNDATION BOARD AND ARE ADMINISTERED BY THE ROYAL PHYSIOGRAPHIC SOCIETY OF LUND. THE GOAL IS TO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FINANCIAL RESOURCES FOR THIS POST-DOCTORAL STIPEND, FROM THE BIRGIT AND HELLMUTH HERTZ FOUNDATION, ARE GRANTED AT THE DISCRETION OF THE FOUNDATION BOARD AND ARE ADMINISTERED BY THE ROYAL PHYSIOGRAPHIC SOCIETY OF LUND. THE GOAL IS TO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4FINANCIAL RESOURCES FOR THIS POST-DOCTORAL STIPEND, FROM THE BIRGIT AND HELLMUTH HERTZ FOUNDATION, ARE GRANTED AT THE DISCRETION OF THE FOUNDATION BOARD AND ARE ADMINISTERED BY THE ROYAL PHYSIOGRAPHIC SOCIETY OF LUND. THE GOAL IS TO ALLOW YOUNGER RESEARCHERS THE POSSIBILITY TO RENEW THEIR RESEARCH BY THE AWARD OF A PROJECT GRANT OVER TWO TO THREE YEARS. THE PROJECT MUST INCLUDE A LONGER RESEARCH VISIT (6-12 MONTHS) AT A WELL-RESPECTED FOREIGN UNIVERSITY (OR EQUIVALENT) OUTSIDE THE NORDIC REGION FOLLOWED BY RESEARCH WITHIN THE SAME PROJECT AT THE HOME UNIVERSITY (18-24 MONTHS).
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt0PO BOX 117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt1PO BOX 117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt2PO BOX 117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt3KALMAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt4PO BOX 117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0LUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm1LUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm2LUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm3KALMAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm4LUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd1SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd2SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd3SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd4SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd0221 00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd1221 00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd2221 00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd3391 82
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd4221 00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0JONAS OFORI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1MARCUS DAVIDSSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2MARTIN BERNHARDSSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3OSCAR NORDAHL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4SAMUEL BENGTSSON
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0465528
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt037535
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt037535
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0717072
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0633581
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0382772
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt042474
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02207451
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0431552
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0717072
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0633581
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0382772
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt042474
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0469087
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0431552
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02207451
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01775899
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt084
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt214
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3959
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt085
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt120000
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0169
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt214
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3959
OtherIncreasesSchedule/OtherIncreasesDetail/Amt021341
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HANS HERTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05032459743
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELLMUTH HERTZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HELL
ReturnHeader/Filer/EIN0363741553
ReturnHeader/Filer/PhoneNum05032459743
ReturnHeader/Filer/USAddress/AddressLine1Txt04123 SW COMUS STREET
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097219
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930900579
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCDONALD JACOBS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0520 SW YAMHILL ST STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097204
ReturnHeader/PreparerPersonGrp/PhoneNum05032270581
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANG AHN
ReturnHeader/ReturnTs02021-06-07T18:04:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HANS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HERTZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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