Civic Intelligence

Shawn P Herrera Foundation

990EZ • Fiscal year 2017 • EIN 47-1004831

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 26, 2018

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

1st percentile

-1549450%

Higher net margin than 1% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

18th percentile

-23%

Faster asset growth than 18% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$101,420

Down $30,989 (-23%) from 2016

Net Assets

Down

$101,420

Down $30,989 (-23%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin1st percentile

Revenue

Down

$2

Down $12,000 (-100%) from 2016

Expenses

Down

$30,991

Down $1,253 (-3.9%) from 2016

Net Income

Down

-$30,989

Down $10,747 (-53%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2017

Assets$101,420
Liabilities-
Net Assets$101,420
Open 2017 Filing

Operations Trend

Revenue Growth1st 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

2017

Revenue$2
Expenses$30,991
Net Income-$30,989
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 26, 2018
Return Version
2017v2.2
Gross Receipts
$2
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
Provided funding for: - One scholarship - Hispanic Foundation - High School Computer Sciences Club.$30,606$28,404
Compensation and Service Providers
Top Officer Pay76th 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
2018-04-26
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: 2526 Qume Dr #22 San Jose CA 95131 | Relationship of Donee: None | Cash Amount Given: $26904”

Other Expenses.1002

“Office Expenses $10”

Other Expenses.1

“School programs $2202”

Raw XML Appendix142 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum04088875898
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Jose
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095125
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0132409
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0101420
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IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt0-30989
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GrossReceiptsAmt02
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0132409
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0132409
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Shawn P Herrera
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President, Dir.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02212
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The purpose of the organization is to provide scholarships to deserving students and funding for public schools.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided funding for: - One scholarship - Hispanic Foundation - High School Computer Sciences Club.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt030606
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt028404
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030991
IRS990EZ/TotalProgramServiceExpensesAmt030606
IRS990EZ/TotalRevenueAmt02
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt012000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0100000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0130000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0242000
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0100000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0130000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0242000
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt012000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0100000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0130000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0242000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt012000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0100000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0130000
IRS990ScheduleA/Total509Grp/TotalAmt0242000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt012002
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0100000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0130000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0242004
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Scholarship | Donee's Name: Scholarship to Individual | Donee's Address: 2526 Qume Dr #22 San Jose CA 95131 | Relationship of Donee: None | Cash Amount Given: $26904
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2School programs $2202
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Shawn P Herrera
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President, Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-26
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
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0550842444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FLOYD GREEN CPA PC
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/ReturnTs02018-04-26T05:56:38-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,420
Liabilities
-
Net assets
$101,420
Revenue
$2
Expenses
$30,991
Net income
-$30,989
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