Civic Intelligence

Shawn P Herrera Foundation

990EZ • Fiscal year 2016 • EIN 47-1004831

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 28, 2017

Organization ProfileN/A
2526 Qume DriveSan Jose, CA 95131

(408) 887-5898

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

3rd percentile

-169%

Higher net margin than 3% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

25th percentile

-13%

Faster asset growth than 25% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-88%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$132,409

Down $20,242 (-13%) from 2015

Net Assets

Down

$132,409

Down $20,242 (-13%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin3rd percentile

Revenue

Down

$12,002

Down $87,998 (-88%) from 2015

Expenses

Down

$32,244

Down $21,205 (-40%) from 2015

Net Income

Down

-$20,242

Down $66,793 (-143%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$200K$150K$100K$50K$0Assets 2014: $106,100Net Assets 2014: $106,1002014Assets 2015: $152,651Net Assets 2015: $152,6512015Assets 2016: $132,409Net Assets 2016: $132,4092016Assets 2017: $101,420Net Assets 2017: $101,4202017Assets 2018: $92,815Liabilities 2018: $0Net Assets 2018: $92,8152018Assets 2019: $88,531Liabilities 2019: $0Net Assets 2019: $88,5312019Assets 2020: $86,808Liabilities 2020: $0Net Assets 2020: $86,8082020Assets 2021: $82,909Liabilities 2021: $0Net Assets 2021: $82,9092021Assets 2022: $66,955Liabilities 2022: $0Net Assets 2022: $66,9552022Assets 2023: $71,686Liabilities 2023: $0Net Assets 2023: $71,6862023Assets 2024: $54,240Liabilities 2024: $0Net Assets 2024: $54,2402024

Highlighted filing

2016

Assets$132,409
Liabilities-
Net Assets$132,409
Open 2016 Filing

Operations Trend

Revenue Growth3rd percentile

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

$150K$100K$50K$0-$50KRevenue 2014: $130,000Expenses 2014: $24,000Net Income 2014: $106,0002014Revenue 2015: $100,000Expenses 2015: $53,449Net Income 2015: $46,5512015Revenue 2016: $12,002Expenses 2016: $32,244Net Income 2016: -$20,2422016Revenue 2017: $2Expenses 2017: $30,991Net Income 2017: -$30,9892017Revenue 2018: $3Expenses 2018: $8,608Net Income 2018: -$8,6052018Revenue 2019: $14Expenses 2019: $4,298Net Income 2019: -$4,2842019Revenue 2020: $507Expenses 2020: $2,230Net Income 2020: -$1,7232020Revenue 2021: $2Expenses 2021: $3,901Net Income 2021: -$3,8992021Revenue 2022: $6Expenses 2022: $15,960Net Income 2022: -$15,9542022Revenue 2023: $11,241Expenses 2023: $6,510Net Income 2023: $4,7312023Revenue 2024: $3Expenses 2024: $17,449Net Income 2024: -$17,4462024

Highlighted filing

2016

Revenue$12,002
Expenses$32,244
Net Income-$20,242
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 28, 2017
Return Version
2016v3.0
Gross Receipts
$12,002
Mission and Program Overview

Mission

The purpose of the organization is to provide scholarships to deserving students and funding for public schools.

Program Services

DescriptionGrantsExpenses
The organization's accomplishments are as follows:One Scholarship$29,484$29,484
Provided funding for establishment of: - Youth Athletic Program - High School Athletic Program; and - Elementary School Program$2,427-
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shawn P HerreraPresident, DirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Shawn P Herrera Foundation
EIN
47-1004831
Phone
4088875898
Address
2526 Qume Drive, San Jose, CA 95131

Signing Officer

Name
Shawn P Herrera
Title
President, Director
Signed
2017-03-28
Discuss with paid preparer
Yes

Preparer

Firm
Floyd Green CPA Pc
Address
3114 Mercer University Drive Suite, Atlanta, GA 30341-4144
Preparer
Floyd Green Jr CPA
Phone
7704572550
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: Scholarship | Donee's Name: Scholarship to Individual | Donee's Address: 1047 Westwood Drive San Jose CA 95125 | Relationship of Donee: None | Cash Amount Given: $29484”

Other Expenses.1

“School Funding Program $2200”

Other Expenses.2

“Licenses and Fees $10”

Raw XML Appendix149 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Jose
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095125
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0152651
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provided funding for establishment of: - Youth Athletic Program - High School Athletic Program; and - Elementary School Program
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt029484
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12427
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029484
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032244
IRS990EZ/TotalProgramServiceExpensesAmt031911
IRS990EZ/TotalRevenueAmt012002
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt012000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0100000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0130000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0242000
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt012000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0100000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0130000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0242000
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt012000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0100000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0130000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0242000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0100000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0130000
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt012002
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0100000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0130000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0242002
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Scholarship | Donee's Name: Scholarship to Individual | Donee's Address: 1047 Westwood Drive San Jose CA 95125 | Relationship of Donee: None | Cash Amount Given: $29484
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1School Funding Program $2200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Licenses and Fees $10
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Shawn P Herrera
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President, Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Shawn P Herrera Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SHAW
ReturnHeader/Filer/EIN0471004831
ReturnHeader/Filer/PhoneNum04088875898
ReturnHeader/Filer/USAddress/AddressLine1Txt02526 Qume Drive
ReturnHeader/Filer/USAddress/CityNm0San Jose
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095131
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03114 Mercer University Drive Suite
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Atlanta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0303414144
ReturnHeader/PreparerPersonGrp/PhoneNum07704572550
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Floyd Green Jr CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-03-28T13:49:46-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$132,409
Liabilities
-
Net assets
$132,409
Revenue
$12,002
Expenses
$32,244
Net income
-$20,242
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.00$0.17$0.17
2023Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.11$0.07$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.00$0.16$0.16
2021Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.00$0.04$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.01$0.02$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.00$0.04$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.00$0.09$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.01$1.01$0.00$0.31$0.31
2016Detailed filing. Detailed filing data is available for this year.$1.32$1.32$0.12$0.32$0.20
2015Detailed filing. Detailed filing data is available for this year.$1.53$1.53$1.00$0.53$0.47
2014Detailed filing. Detailed filing data is available for this year.$1.06$1.06$1.30$0.24$1.06