Civic Intelligence

The Miami Herald Charities Inc.

990 • Fiscal year 2018 • EIN 59-6138383

Oct 01, 2017 to Sep 30, 2018 • Filed on Mar 28, 2018

Organization ProfileWWW.HERALDWISHBOOK.COM
3511 NW 91st AvenueMiami, FL 33172

(305) 376-2576

Siviq Scores

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

Liabilities / Assets

28th percentile

0.01x

Higher debt load relative to assets than 28% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

23rd percentile

0.01x

Higher debt load relative to revenue than 23% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

97th percentile

78%

Higher net margin than 97% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

99th percentile

419%

Faster asset growth than 99% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

286%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$2,007,237

Up $1,620,486 (+419%) from 2017

Net Assets

Up

$1,982,737

Up $1,645,186 (+487%) from 2017

Liabilities

Down

$24,500

Down $24,700 (-50%) from 2017

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin97th percentile

Revenue

Up

$2,099,663

Up $1,555,518 (+286%) from 2017

Expenses

Down

$454,477

Down $141,925 (-24%) from 2017

Net Income

Up

$1,645,186

Up $1,697,443 (+3248%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$3.0M$2.0M$1.0M$0Assets 2013: $364,836Liabilities 2013: $114,532Net Assets 2013: $250,3042013Assets 2014: $434,145Liabilities 2014: $44,162Net Assets 2014: $389,9832014Assets 2015: $408,562Liabilities 2015: $28,986Net Assets 2015: $379,5762015Assets 2016: $408,960Liabilities 2016: $19,152Net Assets 2016: $389,8082016Assets 2017: $386,751Liabilities 2017: $49,200Net Assets 2017: $337,5512017Assets 2018: $2,007,237Liabilities 2018: $24,500Net Assets 2018: $1,982,7372018Assets 2019: $2,000,003Liabilities 2019: $24,818Net Assets 2019: $1,975,1852019Assets 2020: $2,098,879Liabilities 2020: $65,696Net Assets 2020: $2,033,1832020Assets 2021: $2,418,328Liabilities 2021: $50,302Net Assets 2021: $2,368,0262021Assets 2022: $2,136,490Liabilities 2022: $169,857Net Assets 2022: $1,966,6332022Assets 2023: $2,073,376Liabilities 2023: $20,277Net Assets 2023: $2,053,0992023Assets 2024: $2,255,918Liabilities 2024: $27,154Net Assets 2024: $2,228,7642024

Highlighted filing

2018

Assets$2,007,237
Liabilities$24,500
Net Assets$1,982,737
Open 2018 Filing

Operations Trend

Revenue Growth98th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2013: $487,4842013Revenue 2014: $539,469Expenses 2014: $399,790Net Income 2014: $139,6792014Revenue 2015: $570,356Expenses 2015: $580,763Net Income 2015: -$10,4072015Revenue 2016: $487,995Expenses 2016: $477,763Net Income 2016: $10,2322016Revenue 2017: $544,145Expenses 2017: $596,402Net Income 2017: -$52,2572017Revenue 2018: $2,099,663Expenses 2018: $454,477Net Income 2018: $1,645,1862018Revenue 2019: $470,640Expenses 2019: $515,459Net Income 2019: -$44,8192019Revenue 2020: $488,077Expenses 2020: $463,374Net Income 2020: $24,7032020Revenue 2021: $718,556Expenses 2021: $506,273Net Income 2021: $212,2832021Revenue 2022: $477,092Expenses 2022: $637,336Net Income 2022: -$160,2442022Revenue 2023: $511,310Expenses 2023: $602,608Net Income 2023: -$91,2982023Revenue 2024: $404,562Expenses 2024: $589,279Net Income 2024: -$184,7172024

Highlighted filing

2018

Revenue$2,099,663
Expenses$454,477
Net Income$1,645,186
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Mar 28, 2018
Return Version
2017v2.3
Gross Receipts
$2,099,663
Mission and Program Overview

Mission

Herald charities is primarily involved in the accumulation of funds for charitable and benevolent purposes for the aid of the needy or worthy individuals and not for profit organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable-$1,065,000-
Investments Program Related-$652,000-
Cash and Non-Interest-Bearing Accounts$386,751$290,237▼ $96,514
Total Assets$386,751$2,007,237▲ $1,620,486
Liabilities
Accounts Payable and Accrued Expenses$49,200$24,500▼ $24,700
Total Liabilities$49,200$24,500▼ $24,700
Net Assets / Fund Balance
Temporarily Rstr Net Assets-$1,617,000-
Unrestricted Net Assets$337,551$365,737▲ $28,186
Total Net Assets Fund Balance$337,551$1,982,737▲ $1,645,186
Total Liabilities and Net Assets / Fund Balance$386,751$2,007,237▲ $1,620,486

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$652,000--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Greg CurlingPresident
Alexandra VillochBoard Member
Juan CornejoBoard Member
Lesley DecanioBoard Member
Aminda M GonzalezSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$2,099,331
Program Service Revenue
$0
Investment Income
$332
Other Revenue
$0
All Other Contributions
$2,099,331
Change in Net Assets
$1,645,186

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,099,663
Total Revenue per Audited Statements
$2,099,663
Total Revenue per Form 990
$2,099,663
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$349,477
Grants and Similar Amounts Paid$105,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other-$115,100-$115,100
Grants to Domestic Individuals$105,000--$105,000
All Other Expenses$31,549$75-$31,624
Office Expenses-$19,156-$19,156
Other Expenses$18,265--$18,265
Insurance-$1,765-$1,765
Total Functional Expenses$318,381$136,096$0$454,477

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$454,477
Total Expenses per Audited Statements$454,477
Total Expenses per Form 990$454,477
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
No
Audit committee
Yes
Backup withholding compliance
No
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 11B

“Form 990 is reviewed by the miami herald's finance department.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Herald Charities Inc
EIN
59-6138383
Phone
3053762576
Address
3511 NW 91ST AVENUE, MIAMI, FL 33172

Signing Officer

Name
Greg Curling
Title
President
Phone
3053762576
Signed
2018-03-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Curling
Formed
1977
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
7

Preparer

Firm
Caballero Fierman Llerena & Garcia Llp
Address
4649 PONCE DE LEON BLVD STE 404, CORAL GABLES, FL 33146
Preparer
Nestor Caballero CPA Mst
Phone
3056627272
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Professional fees 0 115,100 0”

Financial Statement Notes

Schedule D, Page 3, Part X

“The organization adopted the recognition requirements for uncertain income tax positions as required by generally accepted accounting principles, with no cumulative effect adjustment required. Income tax benefits are recognized for income tax positions taken or expected to be taken in a tax return, only when it is determined that the income tax position will more- likely-than-not be sustained upon examination by taxing authorities. The organization has analyzed tax positions taken for filing with the internal revenue service and all state jurisdictions where it operates. The organization believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse effect on the organization's financial condition, results of operations or cash flows. Accordingly, the organization has not recorded any reserves, or related accruals for interest and penalties for uncertain income tax positions at september 30, 2018.”

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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/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0539469
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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0318381
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREG CURLING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HERALD CHARITIES INC
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.92.200.89
ReturnHeader/FilingSecurityInformation/IPDt02019-06-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:50:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0550912340
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CABALLERO FIERMAN LLERENA & GARCIA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04649 PONCE DE LEON BLVD STE 404
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CORAL GABLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033146
ReturnHeader/PreparerPersonGrp/PhoneNum03056627272
ReturnHeader/PreparerPersonGrp/PreparationDt02019-06-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NESTOR CABALLERO CPA MST
ReturnHeader/ReturnTs02019-06-11T09:50:03-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,007,237
Liabilities
$24,500
Net assets
$1,982,737
Revenue
$2,099,663
Expenses
$454,477
Net income
$1,645,186
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.26$0.03$2.23$0.40$0.59$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.02$2.05$0.51$0.60$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.14$0.17$1.97$0.48$0.64$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$0.05$2.37$0.72$0.51$0.21
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.10$0.07$2.03$0.49$0.46$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$0.02$1.98$0.47$0.52$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.01$0.02$1.98$2.10$0.45$1.65
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.05$0.34$0.54$0.60$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.41$0.02$0.39$0.49$0.48$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.41$0.03$0.38$0.57$0.58$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.43$0.04$0.39$0.54$0.40$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.11$0.25$0.49