Civic Intelligence

Jacob and Terese Hershey Foundation

990T • Fiscal year 2020 • EIN 74-6039126

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 14, 2021

Organization Profile

View Organization Page

4306 Yoakum Blvd 520Houston, TX 77006

(713) 529-7610

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2011: $4,455,699Liabilities 2011: $02011Assets 2012: $4,308,172Liabilities 2012: $02012Assets 2013: $4,134,402Liabilities 2013: $02013Assets 2014: $3,971,444Liabilities 2014: $02014Assets 2018: $62,620,899Liabilities 2018: $02018Assets 2019: $84,471,043Liabilities 2019: $0Net Assets 2019: $84,471,0432019Assets 2020: $87,121,016Liabilities 2020: $2,878Net Assets 2020: $87,118,1382020Assets 2021: $109,901,495Liabilities 2021: $3,123Net Assets 2021: $109,898,3722021Assets 2022: $112,115,764Liabilities 2022: $2,606Net Assets 2022: $112,113,1582022Assets 2023: $107,316,267Liabilities 2023: $1,459Net Assets 2023: $107,314,8082023Assets 2024: $106,953,604Liabilities 2024: $171Net Assets 2024: $106,953,4332024

Latest loaded filing

2024

Assets$106,953,604
Liabilities$171
Net Assets$106,953,433
Open 2024 Filing

Operations Trend

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

$40M$30M$20M$10M$0-$10MRevenue 2011: $210,966Expenses 2011: $330,011Net Income 2011: -$119,0452011Revenue 2012: $217,073Expenses 2012: $365,671Net Income 2012: -$148,5982012Revenue 2013: $264,945Expenses 2013: $438,534Net Income 2013: -$173,5892013Revenue 2014: $282,798Expenses 2014: $445,521Net Income 2014: -$162,7232014Revenue 2018: $27,570,234Expenses 2018: $2,805,555Net Income 2018: $24,764,6792018Revenue 2019: $26,170,805Expenses 2019: $3,500,412Net Income 2019: $22,670,3932019Revenue 2020: $7,675,553Expenses 2020: $4,937,042Net Income 2020: $2,738,5112020Revenue 2021: $34,494,721Expenses 2021: $6,084,069Net Income 2021: $28,410,6522021Revenue 2022: $10,048,476Expenses 2022: $7,747,218Net Income 2022: $2,301,2582022Revenue 2023: $3,489,389Expenses 2023: $8,306,121Net Income 2023: -$4,816,7322023Revenue 2024: $8,623,508Expenses 2024: $8,983,545Net Income 2024: -$360,0372024

Latest loaded filing

2024

Revenue$8,623,508
Expenses$8,983,545
Net Income-$360,037
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 14, 2021
Return Version
2020v1.0
Filing and Contact Details

Filer

Filer Name
Jacob and Terese Hershey Foundation
EIN
74-6039126
Phone
7135297610
Address
4306 Yoakum Blvd 520, Houston, TX 77006

Signing Officer

Name
Elizabeth G Love
Title
CEO
Signed
2021-10-14
Discuss with paid preparer
Yes

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027
Preparer
Kurt Coburn
Phone
7134395739
Raw XML Appendix91 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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IRS1120ScheduleD/DisposeInvestmentQOFInd0false
IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt071
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt071
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotAdjustmentsToGainOrLossAmt00
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalCostOrOtherBasisAmt00
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt071
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt071
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IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt071
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0K-1 Passthrough Capital gain
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt071
IRS8949/ShortTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt071
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AddressChangeInd0X
IRS990T/BalanceDueAmt031685
IRS990T/BooksInCareOfDetail/PersonNm0Hilda Macias Hendrix
IRS990T/BooksInCareOfDetail/PhoneNum07135297610
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt04306 Yoakum Blvd Suite 520
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Houston
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd077006
IRS990T/BookValueAssetsEOYAmt087121016
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/CharitableContributionsDedAmt021413
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PriorYearOverpaymentCreditAmt08785
IRS990TScheduleA/CapitalGainNetIncomeAmt071
IRS990TScheduleA/OtherDeductionsAmt0500
IRS990TScheduleA/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalDeductionsAmt0500
IRS990TScheduleA/TotalOrdinaryGainLossAmt0200206
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt015351
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0215628
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0215628
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0Investment in partnerships
IRS990TScheduleA/UBIBeforeNOLDedAmt0215128
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0215128
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt040470
IRS990T/TaxExemptInterestAmt00
IRS990T/TaxLessCreditsAmt040470
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt08785
IRS990T/TotalTaxAmt040470
IRS990T/TotalTaxComputationAmt040470
IRS990T/TotalUBTIAmt0192715
IRS990T/TotalUBTIBeforeNOLSpecificAmt0193715
IRS990T/TotalUBTIBeforeSection199AAmt0193715
IRS990T/TotalUBTIComputedAmt0215128
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Elizabeth G Love
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jacob and Terese Hershey Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JACO
ReturnHeader/Filer/EIN0746039126
ReturnHeader/Filer/PhoneNum07135297610
ReturnHeader/Filer/USAddress/AddressLine1Txt04306 Yoakum Blvd 520
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077006
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760269860
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Blazek & Vetterling
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02900 Weslayan Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077027
ReturnHeader/PreparerPersonGrp/PhoneNum07134395739
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kurt Coburn
ReturnHeader/ReturnTs02021-10-14T10:11:14-07:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Elizabeth G
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Love
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
-
Net assets
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Revenue
-
Expenses
-
Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$107$0.00$107$8.62$8.98$0.36
2023Detailed filing. Detailed filing data is available for this year.$107$0.00$107$3.49$8.31$4.82
2022Detailed filing. Detailed filing data is available for this year.$112$0.00$112$10.0$7.75$2.30
2021Detailed filing. Detailed filing data is available for this year.$110$0.00$110$34.5$6.08$28.4
2020Detailed filing. Detailed filing data is available for this year.$87.1$0.00$87.1$7.68$4.94$2.74
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Detailed filing. Detailed filing data is available for this year.$84.5$0.00$84.5$26.2$3.50$22.7
2018Summary only. Only limited summary data is available for this year.$62.6$0.00$27.6$2.81$24.8
2014Summary only. Only limited summary data is available for this year.$3.97$0.00$0.28$0.45$0.16
2013Summary only. Only limited summary data is available for this year.$4.13$0.00$0.26$0.44$0.17
2012Summary only. Only limited summary data is available for this year.$4.31$0.00$0.22$0.37$0.15
2011Summary only. Only limited summary data is available for this year.$4.46$0.00$0.21$0.33$0.12