Civic Intelligence

The Heron Fund

990 • Fiscal year 2023 • EIN 45-0576935

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 05, 2024

Organization ProfileN/A
341 Mason RidgeSaint Charles, MO 63304

(314) 478-4289

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

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

43rd percentile

0.0%

Higher net margin than 43% 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

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

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

Revenue Growth

48th percentile

2.5%

Faster revenue growth than 48% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $47,010 (-100%) from 2022

Net Assets

Down

$0

Down $47,010 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin43rd percentile

Revenue

Up

$350,000

Up $8,565 (+2.5%) from 2022

Expenses

Down

$350,000

Down $368,477 (-51%) from 2022

Net Income

Up

$0

Up $377,042 (+100%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$600K$400K$200K$0Assets 2016: $274,615Liabilities 2016: $15,535Net Assets 2016: $259,0802016Assets 2017: $306,283Liabilities 2017: $0Net Assets 2017: $306,2832017Assets 2018: $340,907Liabilities 2018: $0Net Assets 2018: $340,9072018Assets 2019: $253,784Liabilities 2019: $0Net Assets 2019: $253,7842019Assets 2020: $331,762Liabilities 2020: $0Net Assets 2020: $331,7622020Assets 2021: $424,052Liabilities 2021: $0Net Assets 2021: $424,0522021Assets 2022: $47,010Liabilities 2022: $0Net Assets 2022: $47,0102022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $0Net Assets 2024: $02024

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth48th percentile

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

$1.0M$500K$0-$500KRevenue 2016: $505,319Expenses 2016: $456,990Net Income 2016: $48,3292016Revenue 2017: $354,753Expenses 2017: $307,550Net Income 2017: $47,2032017Revenue 2018: $404,248Expenses 2018: $369,624Net Income 2018: $34,6242018Revenue 2019: $125,653Expenses 2019: $212,776Net Income 2019: -$87,1232019Revenue 2020: $202,063Expenses 2020: $124,085Net Income 2020: $77,9782020Revenue 2021: $324,856Expenses 2021: $232,566Net Income 2021: $92,2902021Revenue 2022: $341,435Expenses 2022: $718,477Net Income 2022: -$377,0422022Revenue 2023: $350,000Expenses 2023: $350,000Net Income 2023: $02023Revenue 2024: $02024

Highlighted filing

2023

Revenue$350,000
Expenses$350,000
Net Income$0
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 5, 2024
Return Version
2023v5.1
Gross Receipts
$350,000
Mission and Program Overview

Mission

To provide hunanitarian efforts

Build schools in remote and under priviledged countries

Balance Sheet Detail
LineBeginningEndChange
Assets
Total Assets$0$0→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$0$0→ $0
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
NoneNone
Revenue and Support

Revenue Composition

Contributions and Grants
$350,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$350,000
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$350,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$325,000$0$0$325,000
Travel$25,000$0$0$25,000
Total Functional Expenses$350,000$0$0$350,000
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
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
Filing and Contact Details

Filer

Filer Name
The Heron Fund
EIN
45-0576935
Phone
3144784289
Address
341 MASON RIDGE, SAINT CHARLES, MO 63304

Signing Officer

Name
George Hutchings
Title
President
Phone
3144784289
Signed
2024-08-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
George Hutchings
Formed
1992
Legal Domicile
Mo
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
30

Preparer

Firm
THE INCOME TAX CENTER Of ST LOUIS
Address
10820 SUNSET OFFICE DRIVE SUITE 220, ST LOUIS, MO 63127
Preparer
Neal Boismenue
Phone
3142098299
Supplemental Narrative

Additional Explanations

Pt III, Line 2

“BUILT A SCHOOL IN KENYA”

Pt VI, Line 11B

“Sent a copy to george hutchings”

Pt VI, Line 8A

“Meeting minutes not required”

Pt VI, Line 12C

“NO INVESTMENTS WERE MADE”

Pt VI, Line 8B

“Meeting minutes not required”

Raw XML Appendix236 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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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
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IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt0325000
IRS990/OtherExpensesGrp/TotalAmt0325000
IRS990/OtherRevenueTotalAmt00
IRS990/PartialLiquidationInd0false
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0350000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0350000
IRS990ScheduleA/Total509Grp/TotalAmt0350000
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IRS990/ScheduleBRequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SENT A COPY TO GEORGE HUTCHINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEETING MINUTES NOT REQUIRED
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ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03144784289
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ReturnHeader/Filer/BusinessNameControlTxt0HERO
ReturnHeader/Filer/EIN0450576935
ReturnHeader/Filer/PhoneNum03144784289
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
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ReturnHeader/PreparerPersonGrp/PhoneNum03142098299
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-12
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ReturnHeader/ReturnTs02024-08-12T08:08:42-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$350,000
Expenses
$350,000
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$3.50$3.50$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$3.41$7.18$3.77
2021Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$3.25$2.33$0.92
2020Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$2.02$1.24$0.78
2019Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$1.26$2.13$0.87
2018Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$4.04$3.70$0.35
2017Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$3.55$3.08$0.47
2016Detailed filing. Detailed filing data is available for this year.$2.75$0.16$2.59$5.05$4.57$0.48