Civic Intelligence

Blue Heron Foundation

990 • Fiscal year 2023 • EIN 41-2054373

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 19, 2024

Organization ProfileWWW.BLUEHERONFOUNDATION.ORG
269 S Beverly Drive 435Beverly Hills, CA 90212

(310) 702-2038

Siviq Scores

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

Liabilities / Assets

75th percentile

0.05x

Higher debt load relative to assets than 75% of similar nonprofits.

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

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

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

Net Margin

10th percentile

-52%

Higher net margin than 10% of similar nonprofits.

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

Top Officer Pay

81st percentile

$6,975

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

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

Asset Growth

3rd percentile

-94%

Faster asset growth than 3% of similar nonprofits.

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

Revenue Growth

11th percentile

-50%

Faster revenue growth than 11% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$9,026

Down $150,813 (-94%) from 2022

Net Assets

Down

$8,593

Down $150,813 (-95%) from 2022

Liabilities

Flat

$433

Flat from 2022

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin10th percentile

Revenue

Down

$287,636

Down $290,018 (-50%) from 2022

Expenses

Down

$438,449

Down $213,555 (-33%) from 2022

Net Income

Down

-$150,813

Down $76,463 (-103%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$300K$200K$100K$0Assets 2011: $110,351Liabilities 2011: $02011Assets 2012: $76,652Liabilities 2012: $02012Assets 2013: $138,800Liabilities 2013: $0Net Assets 2013: $138,8002013Assets 2014: $76,400Liabilities 2014: $0Net Assets 2014: $76,4002014Assets 2015: $44,747Liabilities 2015: $0Net Assets 2015: $44,7472015Assets 2016: $127,004Liabilities 2016: $0Net Assets 2016: $127,0042016Assets 2017: $253,778Liabilities 2017: $0Net Assets 2017: $253,7782017Assets 2018: $156,609Liabilities 2018: $0Net Assets 2018: $156,6092018Assets 2019: $148,118Liabilities 2019: $2Net Assets 2019: $148,1162019Assets 2020: $224,497Liabilities 2020: $114Net Assets 2020: $224,3832020Assets 2021: $234,242Liabilities 2021: $486Net Assets 2021: $233,7562021Assets 2022: $159,839Liabilities 2022: $433Net Assets 2022: $159,4062022Assets 2023: $9,026Liabilities 2023: $433Net Assets 2023: $8,5932023Assets 2024: $40,148Liabilities 2024: $1,479Net Assets 2024: $38,6692024

Highlighted filing

2023

Assets$9,026
Liabilities$433
Net Assets$8,593
Open 2023 Filing

Operations Trend

Revenue Growth11th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $124,175Expenses 2011: $116,233Net Income 2011: $7,9422011Revenue 2012: $119,550Expenses 2012: $153,249Net Income 2012: -$33,6992012Revenue 2013: $219,839Expenses 2013: $157,691Net Income 2013: $62,1482013Revenue 2014: $148,796Expenses 2014: $211,196Net Income 2014: -$62,4002014Revenue 2015: $165,380Expenses 2015: $197,033Net Income 2015: -$31,6532015Revenue 2016: $215,589Expenses 2016: $133,332Net Income 2016: $82,2572016Revenue 2017: $374,233Expenses 2017: $247,459Net Income 2017: $126,7742017Revenue 2018: $85,663Expenses 2018: $182,832Net Income 2018: -$97,1692018Revenue 2019: $218,719Expenses 2019: $227,212Net Income 2019: -$8,4932019Revenue 2020: $250,304Expenses 2020: $174,037Net Income 2020: $76,2672020Revenue 2021: $239,468Expenses 2021: $230,095Net Income 2021: $9,3732021Revenue 2022: $577,654Expenses 2022: $652,004Net Income 2022: -$74,3502022Revenue 2023: $287,636Expenses 2023: $438,449Net Income 2023: -$150,8132023Revenue 2024: $253,752Expenses 2024: $223,676Net Income 2024: $30,0762024

Highlighted filing

2023

Revenue$287,636
Expenses$438,449
Net Income-$150,813
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 19, 2024
Return Version
2023v5.1
Gross Receipts
$287,636
Mission and Program Overview

Mission

The organization is dedicated to providing educational funding to youngsters who come from various orphanages throughout romania.

The organization is dedicated to improving the quality of life of romanian and moldovan institutionalized and vulnerable youth by awarding them merit based college scholarships in romania and moldova.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$75,496$8,697▼ $66,799
Rtn Earn Endowment Incm Other Fnds$159,406$8,593▼ $150,813
Savings and Temporary Cash Investments$84,343$329▼ $84,014
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$159,839$9,026▼ $150,813
Liabilities
Accounts Payable and Accrued Expenses-$433-
Other Liabilities$433$0▼ $433
Total Liabilities$433$433→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$159,406$8,593▼ $150,813
Total Liabilities and Net Assets / Fund Balance$159,839$9,026▼ $150,813
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Katty BermejoTreasurer (until Oct 2023)PT$6,975$6,975
Anne KurashigeDirector of CommunicationsPT$3,418$3,418

Board Members and Trustees

NameTitle
Stefania MagidsonPresident
Florentina Nita AldenSecretary
Simona Bot MdVP of Fundraising, West Coast
Revenue and Support

Revenue Composition

Contributions and Grants
$286,444
Program Service Revenue
$0
Investment Income
$786
Other Revenue
$406
All Other Contributions
$286,444
Change in Net Assets
$-150,813
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$305,850
Other Expenses$122,206
Salaries, Compensation, and Employee Benefits$10,393
Total Fundraising Expense$617
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$305,850--$305,850
Fees for Services Accounting-$15,598-$15,598
Conferences and Meetings$3,705$8,026$617$12,348
Current Officers, Directors, Trustees, and Key Employees$5,197$5,196-$10,393
Office Expenses$9,024--$9,024
Fees for Services Legal-$3,838-$3,838
Insurance-$3,297-$3,297
Occupancy$1,485--$1,485
Other Expenses$0$979$0$979
Total Functional Expenses$398,697$39,135$617$438,449
International Activity

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Return is reviewed by members.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public by providing copies upon request.”

Filing and Contact Details

Filer

Filer Name
Blue Heron Foundation
EIN
41-2054373
Phone
3107022038
Address
269 S BEVERLY DRIVE 435, BEVERLY HILLS, CA 90212

Signing Officer

Name
Stefania Magidson
Title
President
Phone
3107022038
Signed
2024-10-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stefania Magidson
Formed
2002
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
1
Volunteers
0

Preparer

Firm
Singerlewak Llp
Address
21650 OXNARD STREET SUITE 2350, WOODLAND HILLS, CA 91367
Preparer
William Osborn
Phone
8189993924
Raw XML Appendix386 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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IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt10
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0TO PROVIDE COLLEGE SCHOLARSHIPS AND MENTORSHIP TO VULNERABLE YOUTH ACROSS ROMANIA.
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt1TO PROVIDE COLLEGE SCHOLARSHIPS AND VOCATIONAL SCHOOL SCHOLARSHIPS TO VULNERABLE YOUTH ACROSS MOLDOVA. THOSE WHO ARE OVER 18 ARE ALSO BENEFICIARIES OF BLUE HERON'S MENTORSHIP PROGRAM.
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0ROMANIA
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt1MOLDOVA
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/ValuationMethodUsedDesc0NOT APPLICABLE - CASH DONATIONS ONLY
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/ValuationMethodUsedDesc1NOT APPLICABLE - CASH DONATIONS ONLY
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt00
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0IN PARTNERSHIP WITH GOVERNMENTAL AND NON-GOVERNMENTAL ORGANIZATIONS ACROSS ROMANIA AND MOLDOVA, THE BLUE HERON FOUNDATION IDENTIFIES VULNERABLE YOUTH FROM VARIOUS REGIONS OF THESE COUNTRIES. THESE STUDENTS ARE INVITED TO APPLY ON BLUE HERON'S ONLINE APPLICATION PLATFORM AFTER WHICH EACH APPLICANT UNDERGOES AN INTERVIEW WITH THE BH TEAM, CONDUCTED EITHER IN PERSON OR VIA ZOOM. THOSE WHO MEET THE FOUNDATION'S KEY CRITERIAYOUNGSTERS WHO HAVE HAD A TENUOUS PAST BUT HAVE AMBITION AND ACADEMIC POTENTIALARE SELECTED AS SCHOLARSHIP RECIPIENTS, CONTINGENT ON AVAILABLE FUNDING. FUNDS ARE TRANSFERRED FROM THE US TO ROMANIA AND MOLDOVA IN PERIODIC GRANTS RANGING FROM $5,000 TO $15,000. THESE TRANSFERS ARE CAREFULLY MONITORED, WITH DETAILED VERIFICATION OF ACCOUNTING RECORDS AND COMPLIANCE WITH ANNUAL CONTRACTS TO ENSURE FUNDS ARE USED AS INTENDED.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleF/Total501c3OrgCnt02
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalOtherOrgCnt02
IRS990ScheduleF/TotalSpentAmt00
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0FUNDING
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt015900
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0STEFANIA MAGIDSON
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0PRESIDENT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RETURN IS REVIEWED BY MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY PROVIDING COPIES UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0159839
IRS990/TotalAssetsEOYAmt09026
IRS990/TotalAssetsGrp/BOYAmt0159839
IRS990/TotalAssetsGrp/EOYAmt09026
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0286444
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0617
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt039135
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0398697
IRS990/TotalFunctionalExpensesGrp/TotalAmt0438449
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0433
IRS990/TotalLiabilitiesEOYAmt0433
IRS990/TotalLiabilitiesGrp/BOYAmt0433
IRS990/TotalLiabilitiesGrp/EOYAmt0433
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0159406
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08593
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0398697
IRS990/TotalReportableCompFromOrgAmt010393
IRS990/TotalRevenueGrp/ExclusionAmt01192
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0287636
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0159839
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09026
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0269 S BEVERLY DRIVE 435
IRS990/USAddress/CityNm0BEVERLY HILLS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090212
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.BLUEHERONFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEFANIA MAGIDSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03107022038
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BLUE HERON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BLUE
ReturnHeader/Filer/EIN0412054373
ReturnHeader/Filer/PhoneNum03107022038
ReturnHeader/Filer/USAddress/AddressLine1Txt0269 S BEVERLY DRIVE 435
ReturnHeader/Filer/USAddress/CityNm0BEVERLY HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090212
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952302617
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SINGERLEWAK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021650 OXNARD STREET SUITE 2350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODLAND HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091367
ReturnHeader/PreparerPersonGrp/PhoneNum08189993924
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM OSBORN
ReturnHeader/ReturnTs02024-10-29T20:00:18-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$9,026
Liabilities
$433
Net assets
$8,593
Revenue
$287,636
Expenses
$438,449
Net income
-$150,813
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.40$0.01$0.39$2.54$2.24$0.30
2023Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$2.88$4.38$1.51
2022Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.59$5.78$6.52$0.74
2021Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$2.39$2.30$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$2.50$1.74$0.76
2019Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$2.19$2.27$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.86$1.83$0.97
2017Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$3.74$2.47$1.27
2016Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$2.16$1.33$0.82
2015Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$1.65$1.97$0.32
2014Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$1.49$2.11$0.62
2013Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$2.20$1.58$0.62
2012Summary only. Only limited summary data is available for this year.$0.77$0.00$1.20$1.53$0.34
2011Summary only. Only limited summary data is available for this year.$1.10$0.00$1.24$1.16$0.08