Civic Intelligence

The Herrick Fund

EIN 77-0098614 • Reno, NV

550 W Plumb Ln Suite B-520Reno, NV 89509
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

16th percentile

-24%

Higher net margin than 16% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Asset Growth

37th percentile

-1.3%

Faster asset growth than 37% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

211%

Faster revenue growth than 94% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Down

$601,826

Down $7,930 (-1.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$601,826

Down $7,930 (-1.3%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin16th percentile

Revenue

Up

$32,414

Up $21,990 (+211%) from 2023

Expenses

Up

$40,344

Up $827 (+2.1%) from 2023

Net Income

Up

-$7,930

Up $21,163 (+73%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $1,067,469Liabilities 2011: $02011Assets 2012: $1,034,931Liabilities 2012: $02012Assets 2013: $994,655Liabilities 2013: $0Net Assets 2013: $994,6552013Assets 2014: $959,213Liabilities 2014: $0Net Assets 2014: $959,2132014Assets 2015: $894,645Liabilities 2015: $0Net Assets 2015: $894,6452015Assets 2016: $852,603Liabilities 2016: $0Net Assets 2016: $852,6032016Assets 2017: $812,179Liabilities 2017: $0Net Assets 2017: $812,1792017Assets 2018: $776,841Liabilities 2018: $0Net Assets 2018: $776,8412018Assets 2019: $743,094Liabilities 2019: $0Net Assets 2019: $743,0942019Assets 2020: $702,985Liabilities 2020: $0Net Assets 2020: $702,9852020Assets 2021: $669,029Liabilities 2021: $0Net Assets 2021: $669,0292021Assets 2022: $638,849Liabilities 2022: $0Net Assets 2022: $638,8492022Assets 2023: $609,756Liabilities 2023: $0Net Assets 2023: $609,7562023Assets 2024: $601,826Liabilities 2024: $0Net Assets 2024: $601,8262024

Latest loaded filing

2024

Assets$601,826
Liabilities$0
Net Assets$601,826
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2011: $45,567Expenses 2011: $78,906Net Income 2011: -$33,3392011Revenue 2012: $27,285Expenses 2012: $59,823Net Income 2012: -$32,5382012Expenses 2013: $56,5482013Revenue 2014: $18,834Expenses 2014: $54,276Net Income 2014: -$35,4422014Revenue 2015: -$7,809Expenses 2015: $56,759Net Income 2015: -$64,5682015Revenue 2016: $12,351Expenses 2016: $54,393Net Income 2016: -$42,0422016Revenue 2017: $9,767Expenses 2017: $51,061Net Income 2017: -$41,2942017Revenue 2018: $15,267Expenses 2018: $50,605Net Income 2018: -$35,3382018Revenue 2019: $13,943Expenses 2019: $47,690Net Income 2019: -$33,7472019Revenue 2020: $12,614Expenses 2020: $52,723Net Income 2020: -$40,1092020Revenue 2021: $18,622Expenses 2021: $52,578Net Income 2021: -$33,9562021Revenue 2022: $19,945Expenses 2022: $50,125Net Income 2022: -$30,1802022Revenue 2023: $10,424Expenses 2023: $39,517Net Income 2023: -$29,0932023Revenue 2024: $32,414Expenses 2024: $40,344Net Income 2024: -$7,9302024

Latest loaded filing

2024

Revenue$32,414
Expenses$40,344
Net Income-$7,930
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.03$0.04$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.01$0.04$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.02$0.05$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.02$0.05$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.01$0.05$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.01$0.05$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.02$0.05$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.01$0.05$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.01$0.05$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.01$0.06$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.02$0.05$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.06
2012Summary only. Only limited summary data is available for this year.$1.03$0.00$0.03$0.06$0.03
2011Summary only. Only limited summary data is available for this year.$1.07$0.00$0.05$0.08$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2024 to Oct 31, 2025
Signed
Mar 15, 2026
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH P HERRICKPresident And Secretary-$0--
STEPHEN B HERRICKChief Financial Officer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUC Berkeley FoundationTo support and advance the educational, research, and public service missions of the University of California, Berkeley.PCBerkeley, CA, US$25,000
Paid GrantKQEDTo support public media programming, journalism, and educational services.PCSan Francisco, CA, US$10,000
Filing and Contact Details

Filer

Filer Name
The Herrick Fund
EIN
77-0098614
In Care Of
% SARAH P HERRICK
Phone
6503233336
Address
550 W Plumb Ln Suite B-520, Reno, NV 89509

Signing Officer

Name
Sarah Herrick
Title
Director
Phone
6503233336
Signed
2026-03-15
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA
Address
201 OLD COUNTRY RD STE 300, MELVILLE, NY 11747
Preparer
Lydia Vercelli
Phone
6315019600
Raw XML Appendix271 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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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt029384
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt029384
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05409
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06276
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt016649
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt015097
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt010697
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt010697
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt049047
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05616
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05409
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06276
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt016649
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt015097
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05616
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt059744
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt054128
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt13
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0802
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH HERRICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06503233336
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Herrick Fund
ReturnHeader/Filer/BusinessNameControlTxt0HERR
ReturnHeader/Filer/EIN0770098614
ReturnHeader/Filer/InCareOfNm0% SARAH P HERRICK
ReturnHeader/Filer/PhoneNum06503233336
ReturnHeader/Filer/USAddress/AddressLine1Txt0550 W Plumb Ln Suite B-520
ReturnHeader/Filer/USAddress/CityNm0Reno
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NV
ReturnHeader/Filer/USAddress/ZIPCd089509
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 OLD COUNTRY RD STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MELVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011747
ReturnHeader/PreparerPersonGrp/PhoneNum06315019600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lydia Vercelli
ReturnHeader/ReturnTs02026-03-15T16:18:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-11-01
ReturnHeader/TaxPeriodEndDt02025-10-31
ReturnHeader/TaxYr02024

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