Civic Intelligence

Joseph a Heidrick Sr Foundation

990PF • Fiscal year 2016 • EIN 68-6052947

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

36826 County Road 24Woodland, CA 95695

(530) 662-3046

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

46th percentile

-0.0%

Faster asset growth than 46% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Assets

Down

$1,376,802

Down $340 (-0.0%) from 2015

Net Assets

Down

$1,376,802

Down $340 (-0.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Flat

$0

Flat from 2015

Expenses

Up

$340

Up $30 (+9.7%) from 2015

Net Income

Down

-$340

Down $30 (-9.7%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,379,050Liabilities 2011: $02011Assets 2012: $1,378,092Liabilities 2012: $02012Assets 2013: $1,377,782Liabilities 2013: $02013Assets 2014: $1,377,452Liabilities 2014: $02014Assets 2015: $1,377,142Liabilities 2015: $0Net Assets 2015: $1,377,1422015Assets 2016: $1,376,802Liabilities 2016: $0Net Assets 2016: $1,376,8022016Assets 2017: $1,376,572Liabilities 2017: $100Net Assets 2017: $1,376,4722017Assets 2018: $1,377,142Liabilities 2018: $0Net Assets 2018: $1,377,1422018Assets 2019: $1,376,632Liabilities 2019: $0Net Assets 2019: $1,376,6322019Assets 2020: $1,389,272Liabilities 2020: $0Net Assets 2020: $1,389,2722020Assets 2021: $1,395,147Liabilities 2021: $0Net Assets 2021: $1,395,1472021Assets 2022: $1,394,922Liabilities 2022: $0Net Assets 2022: $1,394,9222022Assets 2023: $1,395,447Liabilities 2023: $0Net Assets 2023: $1,395,4472023Assets 2024: $1,396,193Liabilities 2024: $0Net Assets 2024: $1,396,1932024

Highlighted filing

2016

Assets$1,376,802
Liabilities$0
Net Assets$1,376,802

Operations Trend

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

$15K$10K$5.0K$0-$5.0K-$10KRevenue 2011: $0Expenses 2011: $6,013Net Income 2011: -$6,0132011Revenue 2012: $5,000Expenses 2012: $5,958Net Income 2012: -$9582012Revenue 2013: $0Expenses 2013: $310Net Income 2013: -$3102013Revenue 2014: $0Expenses 2014: $330Net Income 2014: -$3302014Revenue 2015: $0Expenses 2015: $310Net Income 2015: -$3102015Revenue 2016: $0Expenses 2016: $340Net Income 2016: -$3402016Revenue 2017: $0Expenses 2017: $330Net Income 2017: -$3302017Revenue 2018: $1,000Expenses 2018: $330Net Income 2018: $6702018Revenue 2019: $0Expenses 2019: $510Net Income 2019: -$5102019Revenue 2020: $13,000Expenses 2020: $360Net Income 2020: $12,6402020Revenue 2021: $6,300Expenses 2021: $425Net Income 2021: $5,8752021Revenue 2022: $200Expenses 2022: $425Net Income 2022: -$2252022Revenue 2023: $950Expenses 2023: $425Net Income 2023: $5252023Revenue 2024: $1,880Expenses 2024: $1,134Net Income 2024: $7462024

Highlighted filing

2016

Revenue$0
Expenses$340
Net Income-$340
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOE HEIDRICK JRDirector-$0--
Filing and Contact Details

Filer

Filer Name
Joseph a Heidrick Sr Foundation
EIN
68-6052947
Phone
5306623046
Address
36826 COUNTY ROAD 24, WOODLAND, CA 95695

Signing Officer

Name
Joe Heidrick Jr
Title
President
Signed
2017-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Perry Bunch & Johnston CPAs
Address
350 Court St, Woodland, CA 95695
Preparer
John Perry CPA
Phone
5306623251
Raw XML Appendix172 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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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
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ReturnHeader/PreparerPersonGrp/PhoneNum05306623251
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN PERRY CPA
ReturnHeader/ReturnTs02017-11-14T14:11:30-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.01$0.00$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.01$0.00$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.00$0.00$0.00
2014Summary only. Only limited summary data is available for this year.$1.38$0.00$0.00$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$1.38$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$1.38$0.00$0.01$0.01$0.00
2011Summary only. Only limited summary data is available for this year.$1.38$0.00$0.00$0.01$0.01