Civic Intelligence

Hergl School

990 • Fiscal year 2015 • EIN 52-1091723

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 07, 2016

Organization Profile

View Organization Page

1570 Greenwich StreetSan Francisco, CA 94123-3710

(415) 474-0191

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.05x

Higher debt load relative to assets than 52% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

41st percentile

0.02x

Higher debt load relative to revenue than 41% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

87th percentile

34%

Higher net margin than 87% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

79th percentile

$74,116

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

97th percentile

200%

Faster asset growth than 97% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

89th percentile

61%

Faster revenue growth than 89% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$369,620

Up $246,447 (+200%) from 2014

Net Assets

Up

$351,313

Up $318,376 (+967%) from 2014

Liabilities

Down

$18,307

Down $71,929 (-80%) from 2014

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin87th percentile

Revenue

Up

$944,167

Up $358,347 (+61%) from 2014

Expenses

Up

$625,791

Up $88,983 (+17%) from 2014

Net Income

Up

$318,376

Up $269,364 (+550%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$400K$300K$200K$100K$0-$100KAssets 2010: $35,858Liabilities 2010: $46,381Net Assets 2010: -$10,5232010Assets 2011: $41,710Liabilities 2011: $33,493Net Assets 2011: $8,2172011Assets 2012: $113,595Liabilities 2012: $107,530Net Assets 2012: $6,0652012Assets 2013: $92,395Liabilities 2013: $108,470Net Assets 2013: -$16,0752013Assets 2014: $123,173Liabilities 2014: $90,236Net Assets 2014: $32,9372014Assets 2015: $369,620Liabilities 2015: $18,307Net Assets 2015: $351,3132015Assets 2016: $112,899Liabilities 2016: $360Net Assets 2016: $112,5392016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2015

Assets$369,620
Liabilities$18,307
Net Assets$351,313
Open 2015 Filing

Operations Trend

Revenue Growth89th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $496,7892010Expenses 2011: $561,5592011Expenses 2012: $568,8572012Revenue 2013: $516,986Expenses 2013: $539,123Net Income 2013: -$22,1372013Revenue 2014: $585,820Expenses 2014: $536,808Net Income 2014: $49,0122014Revenue 2015: $944,167Expenses 2015: $625,791Net Income 2015: $318,3762015Revenue 2016: $193,545Expenses 2016: $432,319Net Income 2016: -$238,7742016Revenue 2017: -$69,761Expenses 2017: $564Net Income 2017: -$70,3252017

Highlighted filing

2015

Revenue$944,167
Expenses$625,791
Net Income$318,376
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 7, 2016
Return Version
2015v2.1
Gross Receipts
$944,167
Mission and Program Overview

Mission

To provide education and a residence for handicapped children.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$32,937$351,313▲ $318,376
Investments in Publicly Traded Securities-$151,882-
Land, Buildings, and Equipment, Net$100,085$116,810▲ $16,725
Cash and Non-Interest-Bearing Accounts$23,088$100,928▲ $77,840
Total Assets$123,173$369,620▲ $246,447
Liabilities
Unsecured Notes Loans Payable$83,569$14,907▼ $68,662
Accounts Payable and Accrued Expenses$6,667$3,400▼ $3,267
Total Liabilities$90,236$18,307▼ $71,929
Net Assets / Fund Balance
Total Net Assets Fund Balance$32,937$351,313▲ $318,376
Total Liabilities and Net Assets / Fund Balance$123,173$369,620▲ $246,447

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$112,346$40,394$152,740
Equipment-$55,414$55,414
Leasehold Improvements$4,464$29,078$33,542
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleBaseOtherTotal
Sandra CarrollTreasurer$71,200$2,916$74,116
Friederike FearneyPresident$30,000$900$30,900

Board Members and Trustees

NameTitle
Alfred HarrisonDirector
Lelia StrawDirector
Maryellen HimellDirector
Theo BoudreauxDirector
Barbara WeidenfeldSecretary
Deborah MartinVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$515,983
Program Service Revenue
$428,184
Investment Income
$0
Other Revenue
$0
All Other Contributions
$515,983
Change in Net Assets
$318,376
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$338,430
Other Expenses$287,361
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$178,783--$178,783
Current Officers, Directors, Trustees, and Key Employees$88,149$13,051-$101,200
Occupancy$68,832--$68,832
All Other Expenses$62,358--$62,358
Other Employee Benefits$30,944$156-$31,100
Payroll Taxes$22,231$1,089-$23,320
Insurance$19,552--$19,552
Other Expenses$17,580--$17,580
Depreciation Depletion$15,459--$15,459
Interest$5,763--$5,763
Fees for Services Accounting-$4,600-$4,600
Pension Plan Contributions$3,600$427-$4,027
Total Functional Expenses$606,468$19,323$0$625,791
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
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Business relationship business relationship treasurer president”

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Hergl School
EIN
52-1091723
Phone
4154740191
Address
1570 GREENWICH STREET, SAN FRANCISCO, CA 94123-3710

Signing Officer

Name
Sandra Carroll
Title
Treasurer
Phone
4154740191
Signed
2016-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sandra Carroll
Formed
1984
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
6
Employees
8

Preparer

Firm
Norman M Golden Ea
Address
1900 SOUTH NORFOLK STREET SUITE 26, SAN MATEO, CA 94403-1183
Preparer
Norman M Golden Ea
Phone
6502121040
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Education and residence for handicapped children.”

Raw XML Appendix371 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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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0PUBLIC LEGAL NOTICE IN A SAN FRANCISCO NEWSPAPER AND STATED IN THE SCHOOL'S BROCHURE THAT IS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1LINE 6A: FINANCIAL AID OR GOVERNMENT ASSISTANCE HERGL SCHOOL ITSELF DOES NOT RECEIVE FINANCIAL AID OR GOVERNMENTAL ASSISTANCE. HOWEVER, THE SCHOOL RECEIVES FEES FROM FEDERAL, STATE AND CITY AGENCIES FOR RESIDENTIAL AND DAY SCHOOL STUDENTS. QUALIFIED RESIDENTIAL STUDENTS HAVE THEIR TUITION AND RESIDENTIAL COSTS PAID DIRECTLY BY SOCIAL SECURITY (SSI) AND/OR BY CALIFORNIA'S GOLDEN GATE REGIONAL CENTER. QUALIFIED DAY PROGRAM STUDENTS HAVE THEIR TUITION PAID DIRECTLY BY THE SAN FRANCISCO UNIFIED SCHOOL DISTRICT.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EDUCATION AND RESIDENCE FOR HANDICAPPED CHILDREN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BUSINESS RELATIONSHIP BUSINESS RELATIONSHIP TREASURER PRESIDENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0123173
IRS990/TotalAssetsEOYAmt0369620
IRS990/TotalAssetsGrp/BOYAmt0123173
IRS990/TotalAssetsGrp/EOYAmt0369620
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0515983
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019323
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0606468
IRS990/TotalFunctionalExpensesGrp/TotalAmt0625791
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt090236
IRS990/TotalLiabilitiesEOYAmt018307
IRS990/TotalLiabilitiesGrp/BOYAmt090236
IRS990/TotalLiabilitiesGrp/EOYAmt018307
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt032937
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0351313
IRS990/TotalOtherCompensationAmt03816
IRS990/TotalOtherProgSrvcExpenseAmt0424085
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt026270
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt026270
IRS990/TotalProgramServiceExpensesAmt0606468
IRS990/TotalProgramServiceRevenueAmt0428184
IRS990/TotalReportableCompFromOrgAmt0101200
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0428184
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0944167
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0123173
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0369620
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt083569
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt014907
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01570 GREENWICH STREET
IRS990/USAddress/CityNm0SAN FRANCISCO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094123
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDRA CARROLL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04154740191
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERGL SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0HERG
ReturnHeader/Filer/EIN0521091723
ReturnHeader/Filer/PhoneNum04154740191
ReturnHeader/Filer/USAddress/AddressLine1Txt01570 GREENWICH STREET
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0941233710
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943347033
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NORMAN M GOLDEN EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01900 SOUTH NORFOLK STREET SUITE 26
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN MATEO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0944031183
ReturnHeader/PreparerPersonGrp/PhoneNum06502121040
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NORMAN M GOLDEN EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-08T14:07:02-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$369,620
Liabilities
$18,307
Net assets
$351,313
Revenue
$944,167
Expenses
$625,791
Net income
$318,376
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.70$0.01$0.70
2016Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$1.94$4.32$2.39
2015Detailed filing. Detailed filing data is available for this year.$3.70$0.18$3.51$9.44$6.26$3.18
2014Detailed filing. Detailed filing data is available for this year.$1.23$0.90$0.33$5.86$5.37$0.49
2013Detailed filing. Detailed filing data is available for this year.$0.92$1.08$0.16$5.17$5.39$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$1.08$0.06$5.69
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.33$0.08$5.62
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.46$0.11$4.97