Civic Intelligence

Eighteen Eighty Eight

990EZ • Fiscal year 2019 • EIN 47-4550601

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 22, 2020

115 N Orange StOrange, CA 92866

(562) 274-2707

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.72x

Higher debt load relative to assets than 92% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

89th percentile

0.26x

Higher debt load relative to revenue than 89% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

59th percentile

7.7%

Higher net margin than 59% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

81st percentile

$10,240

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

12th percentile

-38%

Faster asset growth than 12% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

52nd percentile

2.2%

Faster revenue growth than 52% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$54,161

Down $33,196 (-38%) from 2018

Net Assets

$15,129

No earlier filing loaded for comparison.

Liabilities

Down

$39,032

Down $44,790 (-53%) from 2018

Revenue

Up

$151,294

Up $3,324 (+2.2%) from 2018

Expenses

Down

$139,700

Down $14,591 (-9.5%) from 2018

Net Income

Up

$11,594

Up $17,915 (+283%) from 2018

Historical Trend

Balance Sheet Trend

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

$100K$50K$0-$50KAssets 2015: $100Net Assets 2015: $1002015Assets 2016: $31,386Liabilities 2016: $18,310Net Assets 2016: $13,0762016Assets 2017: $77,264Liabilities 2017: $67,328Net Assets 2017: $9,9362017Assets 2018: $87,357Liabilities 2018: $83,8222018Assets 2019: $54,161Liabilities 2019: $39,032Net Assets 2019: $15,1292019Assets 2020: $54,711Liabilities 2020: $68,433Net Assets 2020: -$13,7222020Assets 2021: $37,266Liabilities 2021: $60,800Net Assets 2021: -$23,5342021Assets 2022: $85,343Liabilities 2022: $61,728Net Assets 2022: $23,6152022Assets 2023: $33,871Liabilities 2023: $51,816Net Assets 2023: -$17,9452023Assets 2024: $26,794Liabilities 2024: $50,544Net Assets 2024: -$23,7502024

Highlighted filing

2019

Assets$54,161
Liabilities$39,032
Net Assets$15,129

Operations Trend

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

$200K$100K$0-$100KRevenue 2015: $340Expenses 2015: $1,773Net Income 2015: -$1,4332015Revenue 2016: $33,650Expenses 2016: $20,674Net Income 2016: $12,9762016Revenue 2017: $95,397Expenses 2017: $98,831Net Income 2017: -$3,4342017Revenue 2018: $147,970Expenses 2018: $154,291Net Income 2018: -$6,3212018Revenue 2019: $151,294Expenses 2019: $139,700Net Income 2019: $11,5942019Revenue 2020: $104,568Expenses 2020: $133,419Net Income 2020: -$28,8512020Revenue 2021: $134,533Expenses 2021: $144,345Net Income 2021: -$9,8122021Revenue 2022: $168,155Expenses 2022: $121,006Net Income 2022: $47,1492022Revenue 2023: $65,038Expenses 2023: $106,598Net Income 2023: -$41,5602023Revenue 2024: $105,446Expenses 2024: $111,251Net Income 2024: -$5,8052024

Highlighted filing

2019

Revenue$151,294
Expenses$139,700
Net Income$11,594
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 22, 2020
Return Version
2019v5.0
Gross Receipts
$151,294
Mission and Program Overview

Mission

The organization serves as a regional catalyst for the preservation, presentation, and promotion of cultural heritage and literacy arts. It purposes to inspire a cultural legacy for the community.

Program Services

DescriptionGrantsExpenses
Dedicated to the creative traditions of the local history, it develops educational programs, produces collaborative projects, and publishes relevant literature from around the world to enrich the diverse neighborhoods and engages the national community.With access to archived materials and exclusive historic locations, it uses the literary arts as a foundation for increasing education and literacy with meaningful opportunities - both online and offline - that will engage readers, support writers, and inspire a cultural legacy for future generations.$127,728-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Janet KimPresident & CEOPT$10,240-$10,240
Kevin StaniecChairmanPT$10,040-$10,040
Ian GibsonSecretary-$0--
Ryan GattisDirector-$0--
Whitney ReckardCFO-$0--
Filing and Contact Details

Filer

Filer Name
Heritage Future
EIN
47-4550601
Phone
5622742707
Address
115 N Orange St, Orange, CA 92866

Signing Officer

Name
Janet Kim
Title
President & CEO
Signed
2020-06-22
Discuss with paid preparer
Yes

Preparer

Firm
David B Kim CPA
Address
9636 Garden Grove Blvd Ste 19, Garden Grove, CA 92844-1554
Preparer
David B Kim
Phone
7146362729
Supplemental Narrative

Additional Explanations

Other Expenses.1003

Information Technology $859

Other Expenses.1004

Royalties $1694

Other Expenses.1007

Conferences, Conventions, and Meetings $250

Other Expenses.1009

Depreciation $11122

Other Expenses.1012

Insurance $3056

Other Expenses.1

Program Workshops $15159

Other Expenses.2

Books & Supply - Inventory $10021

Other Expenses.3

Bank Fee $5529

Other Expenses.4

Web Hosting & Internet Service $4735

Other Expenses.5

Payroll Taxes & Expenses $4096

Other Expenses.6

Cleaning $3009

Other Expenses.7

Tax & License $2126

Other Expenses.8

Subscription & Reference $1277

Other Expenses.9

Charity Donation $853

Other Expenses.10

Supply $626

Other Assets.1003

Machinery and Equipment - Beginning $7460 Machinery and Equipment - Ending $5511

Other Assets.1005

Accounts Receivable - Beginning $1980 Accounts Receivable - Ending $1980

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $2900 Prepaid Expenses and Deferred Charges - Ending $2925

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $61799 Accounts Payable and Accrued Expenses - Ending $28334

Total Liabilities.1006

Payable to Officers, Directors, Etc. - Beginning $7023 Payable to Officers, Directors, Etc. - Ending $10698

Total Liabilities.1

Loan Payable - Beginning $10000 Loan Payable - Ending $0

Total Liabilities.2

Security Deposit - Beginning $5000 Security Deposit - Ending $0

Raw XML Appendix186 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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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0171043
IRS990ScheduleA/TotalSupportAmt0171043
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Information Technology $859
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Royalties $1694
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Depreciation $11122
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $3056
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Program Workshops $15159
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Books & Supply - Inventory $10021
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Bank Fee $5529
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Web Hosting & Internet Service $4735
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Payroll Taxes & Expenses $4096
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Cleaning $3009
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Tax & License $2126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Subscription & Reference $1277
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Charity Donation $853
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Supply $626
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Machinery and Equipment - Beginning $7460 Machinery and Equipment - Ending $5511
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Accounts Receivable - Beginning $1980 Accounts Receivable - Ending $1980
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Prepaid Expenses and Deferred Charges - Beginning $2900 Prepaid Expenses and Deferred Charges - Ending $2925
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Accounts Payable and Accrued Expenses - Beginning $61799 Accounts Payable and Accrued Expenses - Ending $28334
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Payable to Officers, Directors, Etc. - Beginning $7023 Payable to Officers, Directors, Etc. - Ending $10698
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Loan Payable - Beginning $10000 Loan Payable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Security Deposit - Beginning $5000 Security Deposit - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1004
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Total Liabilities.1006
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Total Liabilities.2
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Janet Kim
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Heritage Future
ReturnHeader/Filer/BusinessNameControlTxt0HERI
ReturnHeader/Filer/EIN0474550601
ReturnHeader/Filer/PhoneNum05622742707
ReturnHeader/Filer/USAddress/AddressLine1Txt0115 N Orange St
ReturnHeader/Filer/USAddress/CityNm0Orange
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092866
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562419639
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0David B Kim CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09636 Garden Grove Blvd Ste 19
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Garden Grove
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0928441554
ReturnHeader/PreparerPersonGrp/PhoneNum07146362729
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID B KIM
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-06-22T14:36:07-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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Filings