Civic Intelligence

The Herrick Fund

990PF • Fiscal year 2013 • EIN 77-0098614

Nov 01, 2012 to Oct 31, 2013 • Filed on Feb 04, 2014

Organization Profile
1010 El Camino Real Suite 325 No32594025-4345
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

25th percentile

-3.9%

Faster asset growth than 25% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$994,655

Down $40,276 (-3.9%) from 2012

Net Assets

$994,655

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$56,548

Down $3,275 (-5.5%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$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

Highlighted filing

2013

Assets$994,655
Liabilities$0
Net Assets$994,655
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

Highlighted filing

2013

Revenue-
Expenses$56,548
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2012 to Oct 31, 2013
Signed
Feb 4, 2014
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay55th 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 GrantHAAS SCHOOL OF BUSINESSBUSINESS PROGRAM170(B)(1)(A)(II)BERKELEY, CA, US$42,000
Paid GrantSTANFORD UNIVERSITY - HOOVER INSTITUTEMEDIA FELLOW PROGRAM170(B)(1)(A)(VI)STANFORD, CA, US$10,000
Filing and Contact Details

Filer

EIN
77-0098614
Raw XML Appendix360 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.

Path#Value
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AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
GeneralExplanationAttachment/GeneralExplanation/Explanation0PART VII-B, ITEM 1(A)(3):SBH ASSOCIATES, INC. PROVIDES PROGRAM SERVICE AND ADMINISTRATIVE INPUT AND OVERSIGHT TO THE HERRICK FUND. SBH ASSOCIATES, INC. IS OWNED BY STEPHEN B. HERRICK, A BOARD MEMBER AND OFFICER.
GeneralExplanationAttachment/GeneralExplanation/ReturnReference0PART VII-B, ITEM 1(A)(4):
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue00
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1107607
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue20
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1ALCAN INC
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3AMGEN INC
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4CABCO TR FOR TEXACO CAP INC
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5GENERAL ELECTRIC 5000
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-03-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12008-06-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired21993-10-19
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0130,000 PAR VALUE GENERAL ELECTRIC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset150,000 PAR VALUE AMEX
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2100,000 PAR VALUE WISCONSIN GAS CO
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0SARAH P HERRICK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1STEPHEN B HERRICK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT AND SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1CHIEF FINANCIAL OFFICER
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine111010 EL CAMINO REAL SUITE 325
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101010 EL CAMINO REAL 325
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IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0THE APPLICANT SHOULD SUBMIT A LETTER WHICH STATES GOALS, OBJECTIVES AND AMOUNT REQUESTED.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0STEPHEN B HERRICK
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber06503233336
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine101010 EL CAMINO REAL STE 325
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0MENLO PARK
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode094025
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0GRANTS ARE PRIMARILY RESTRICTED TO ASSISTING CALIFORNIA-BASED ORGANIZATIONS.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount042000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount110000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0BUSINESS PROGRAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1MEDIA FELLOW PROGRAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10HAAS SCHOOL OF BUSINESS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11STANFORD UNIVERSITY - HOOVER INSTITUTE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0170(B)(1)(A)(II)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1170(B)(1)(A)(VI)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine102220 PIEDMONT AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11434 GALVEZ MALL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0BERKELEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1STANFORD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode094720
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1943056010
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear052000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear051662
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted051662
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear101408
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear01746
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0338
IRS990PF/UndistributedIncome/ExcessFromYear101408
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions052000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0338
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus01746
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover01408
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/Description0FILING FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks025
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount02500
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0SBH ASSOCIATES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome00
TaxesSchedule/Taxes/Amount0523
TaxesSchedule/Taxes/Category0TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0770098614
ReturnHeader/Filer/Name/BusinessNameLine10THE HERRICK FUND
ReturnHeader/Filer/NameControl0HERR
ReturnHeader/Filer/Phone06503233336
ReturnHeader/Filer/USAddress/AddressLine101010 EL CAMINO REAL SUITE 325 NO
ReturnHeader/Filer/USAddress/AddressLine20325
ReturnHeader/Filer/USAddress/City0MENLO PARK
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode0940254345
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02014-02-04
ReturnHeader/Officer/Name0STEPHEN HERRICK
ReturnHeader/Officer/Phone06503233336
ReturnHeader/Officer/Title0CFO
ReturnHeader/PreparerFirm/EIN0272992393
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10DEVEREAUX KUHNER & CHIN LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine103 EMBARCADERO CENTER 1160
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SAN FRANCISCO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode094111
ReturnHeader/Preparer/Name0KARISA L CHIN
ReturnHeader/Preparer/Phone04156923900
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-11-01
ReturnHeader/TaxPeriodEndDate02013-10-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-02-11T16:23:17-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$994,655
Liabilities
$0
Net assets
$994,655
Revenue
-
Expenses
$56,548
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