Hellmuth Hertz Foundation

990PF • Fiscal year 2021 • EIN 36-3741553

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 08, 2022

Organization Profile

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.

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

-361%

Higher net margin than 4% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

-91%

Faster asset growth than 3% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

-52%

Faster revenue growth than 16% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets57th percentile

Assets

Down

$18,574

Down $195,259 (-91%) from 2020

Net Assets

Down

$18,574

Down $195,259 (-91%) from 2020

Liabilities

Flat

Flat from 2020

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin4th percentile

Revenue

Down

$45,330

Down $49,279 (-52%) from 2020

Expenses

Down

$208,909

Down $282,766 (-58%) from 2020

Net Income

-$163,579

Up $233,487 (+59%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

Highlighted filing

2021

Assets$18,574

Liabilities$0

Net Assets$18,574

Open 2021 Filing

Operations Trend

Revenue Growth16th percentile

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

Highlighted filing

2021

Revenue$45,330

Expenses$208,909

Net Income-$163,579

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2021 to Dec 31, 2021
Signed: Nov 8, 2022
Return Version: 2021v4.2

Compensation and Service Providers

Top Officer Pay78th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
HANS HERTZ	President	-	$0	-	-
PER ALM	Secretary And Treasurer	PT	$0	-	-
FREDDY STALBERG	Director	-	$0	-	-
LIL TRASKMAN-BENDZ	Director	-	$0	-	-
MARIANNE GULLBERG	Director	-	$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: 2022-11-08
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

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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	5032459743
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	46740
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	71484
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	87981
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	FINANCIAL 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/GrantOrContributionPurposeTxt	1	FINANCIAL 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/GrantOrContributionPurposeTxt	2	FINANCIAL 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/AddressLine1Txt	0	PO BOX 117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt	1	PO BOX 117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt	2	KALMAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm	0	LUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm	1	LUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm	2	KALMAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd	0	SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd	1	SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd	2	SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd	0	221 00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd	1	221 00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd	2	391 82
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	JONAS OFORI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	MARTIN BERNHARDSSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	OSCAR NORDAHL
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	206205
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	17915
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	17915
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	431552
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	717072
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	633581
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	382772
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	42474
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	42474
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	2354626
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	189649
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	431552
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	717072
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	633581
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	382772
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	207564
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	189649
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	2397100
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	2207451
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	31680
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	UNREALIZED LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	71
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	14
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	71
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	142
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	14
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	1525
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	INCOME TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	1525
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	3
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	HANS HERTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5032459743
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	HELLMUTH HERTZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	HELL
ReturnHeader/Filer/EIN	0	363741553
ReturnHeader/Filer/PhoneNum	0	5032459743
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	4123 SW COMUS STREET
ReturnHeader/Filer/USAddress/CityNm	0	PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OR
ReturnHeader/Filer/USAddress/ZIPCd	0	97219
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	930900579
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	MCDONALD JACOBS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	520 SW YAMHILL ST STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	97204
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5032270581
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	SANG AHN
ReturnHeader/ReturnTs	0	2022-11-15T11:08:04-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	HANS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	HERTZ
ReturnHeader/TaxPeriodBeginDt	0	2021-01-01
ReturnHeader/TaxPeriodEndDt	0	2021-12-31
ReturnHeader/TaxYr	0	2021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $18,574
Liabilities: $0
Net assets: $18,574
Revenue: $45,330
Expenses: $208,909
Net income: -$163,579

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2022Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$1.88	$2.07	$0.19
2021Detailed filing. Detailed filing data is available for this year.	$0.19	$0.00	$0.19	$0.45	$2.09	$1.64
2020Detailed filing. Detailed filing data is available for this year.	$2.14	$0.00	$2.14	$0.95	$4.92	$3.97
2019Detailed filing. Detailed filing data is available for this year.	$5.90	$0.00	$5.90	$9.39	$7.82	$1.57
2018Detailed filing. Detailed filing data is available for this year.	$4.67	$0.00	$4.67	$8.46	$7.67	$0.79