Civic Intelligence

Hergl School

990 • Fiscal year 2016 • EIN 52-1091723

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 09, 2017

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

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

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

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

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

Net Margin

4th percentile

-123%

Higher net margin than 4% of similar nonprofits.

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

Top Officer Pay

91st percentile

$45,320

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 23.4% of source-year revenue.

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

Asset Growth

5th percentile

-69%

Faster asset growth than 5% of similar nonprofits.

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

Revenue Growth

4th percentile

-80%

Faster revenue growth than 4% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$112,899

Down $256,721 (-69%) from 2015

Net Assets

Down

$112,539

Down $238,774 (-68%) from 2015

Liabilities

Down

$360

Down $17,947 (-98%) from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin4th percentile

Revenue

Down

$193,545

Down $750,622 (-80%) from 2015

Expenses

Down

$432,319

Down $193,472 (-31%) from 2015

Net Income

Down

-$238,774

Down $557,150 (-175%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth5th 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

2016

Assets$112,899
Liabilities$360
Net Assets$112,539
Open 2016 Filing

Operations Trend

Revenue Growth4th 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

2016

Revenue$193,545
Expenses$432,319
Net Income-$238,774
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 9, 2017
Return Version
2016v3.0
Gross Receipts
$204,314
Mission and Program Overview

Mission

To provide education and a residence for handicapped children.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$151,882--
Rtn Earn Endowment Incm Other Fnds$351,313$112,539▼ $238,774
Land, Buildings, and Equipment, Net$116,810$97,164▼ $19,646
Cash and Non-Interest-Bearing Accounts$100,928$14,823▼ $86,105
Prepaid Expenses and Deferred Charges-$912-
Total Assets$369,620$112,899▼ $256,721
Liabilities
Unsecured Notes Loans Payable$14,907--
Accounts Payable and Accrued Expenses$3,400$360▼ $3,040
Total Liabilities$18,307$360▼ $17,947
Net Assets / Fund Balance
Total Net Assets Fund Balance$351,313$112,539▼ $238,774
Total Liabilities and Net Assets / Fund Balance$369,620$112,899▼ $256,721

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$93,387$39,901$133,288
Equipment-$55,414$55,414
Leasehold Improvements$3,777$29,765$33,542
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleBaseOtherTotal
Sandra CarrollTreasurer$44,000$1,320$45,320
Friederike FearneyPresident$27,211$816$28,027

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
$76,763
Program Service Revenue
$127,551
Investment Income
$-10,769
Other Revenue
$0
All Other Contributions
$76,763
Change in Net Assets
$-238,774
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$228,193
Salaries, Compensation, and Employee Benefits$204,126
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$100,679--$100,679
Current Officers, Directors, Trustees, and Key Employees$62,411$8,800-$71,211
Occupancy$49,611--$49,611
All Other Expenses$41,365--$41,365
Other Expenses$20,332--$20,332
Fees for Services Accounting-$17,235-$17,235
Payroll Taxes$14,711$673-$15,384
Insurance$13,647--$13,647
Other Employee Benefits$8,984$156-$9,140
Depreciation Depletion$8,877--$8,877
Pension Plan Contributions$7,448$264-$7,712
Interest$981--$981
Total Functional Expenses$405,191$27,128$0$432,319
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
2017-06-09
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
6

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 Appendix375 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.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 6
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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
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IRS990/TotalOtherCompensationAmt02136
IRS990/TotalOtherProgSrvcExpenseAmt0297064
IRS990/TotalProgramServiceExpensesAmt0405191
IRS990/TotalProgramServiceRevenueAmt0127551
IRS990/TotalReportableCompFromOrgAmt071211
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDRA CARROLL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04154740191
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERGL SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0HERG
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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/PreparationDt02017-06-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NORMAN M GOLDEN EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-06-09T13:07:31-07:00
ReturnHeader/ReturnTypeCd0990
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 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$112,899
Liabilities
$360
Net assets
$112,539
Revenue
$193,545
Expenses
$432,319
Net income
-$238,774
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