Civic Intelligence

The Herrick Fund

990PF • Fiscal year 2020 • EIN 77-0098614

Nov 01, 2019 to Oct 31, 2020 • Filed on Dec 15, 2020

Organization Profile
3000 Sand Hill Road Bldg 1 No 25Menlo Park, CA 94025

(650) 323-3336

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

3rd percentile

-318%

Higher net margin than 3% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

19th percentile

-5.4%

Faster asset growth than 19% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

40th percentile

-9.5%

Faster revenue growth than 40% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$702,985

Down $40,109 (-5.4%) from 2019

Net Assets

Down

$702,985

Down $40,109 (-5.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin3rd percentile

Revenue

Down

$12,614

Down $1,329 (-9.5%) from 2019

Expenses

Up

$52,723

Up $5,033 (+11%) from 2019

Net Income

Down

-$40,109

Down $6,362 (-19%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2020

Assets$702,985
Liabilities$0
Net Assets$702,985
Open 2020 Filing

Operations Trend

Revenue Growth40th percentile

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

2020

Revenue$12,614
Expenses$52,723
Net Income-$40,109
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2019 to Oct 31, 2020
Signed
Dec 15, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH P HERRICKPresident And Secretary-$0--
STEPHEN B HERRICKChief Financial Officer-$0--
Filing and Contact Details

Filer

Filer Name
The Herrick Fund
EIN
77-0098614
Phone
6503233336
Address
3000 SAND HILL ROAD BLDG 1 NO 25, MENLO PARK, CA 94025

Signing Officer

Name
Sally Herrick
Title
Director
Phone
6503233336
Signed
2020-12-15
Discuss with paid preparer
Yes

Preparer

Firm
Bpm Llp
Address
600 CALIFORNIA STREET SUITE 600, SAN FRANCISCO, CA 94108
Preparer
Selena Yeung
Phone
4154215757
Raw XML Appendix334 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/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THE APPLICANT SHOULD SUBMIT A LETTER WHICH STATES GOALS, OBJECTIVES AND AMOUNT REQUESTED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0STEPHEN B HERRICK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06503233336
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt03000 SAND HILL ROAD BLDG 1 STE 250
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MENLO PARK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd094025
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GRANTS ARE PRIMARILY RESTRICTED TO ASSISTING CALIFORNIA-BASED ORGANIZATIONS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0BUSINESS PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1MEDIA FELLOW PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HAAS SCHOOL OF BUSINESS UNIVERSITY OF CALIFORNIA BERKELEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HOOVER INSTITUTION STANFORD UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02220 PIEDMONT AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1434 GALVEZ MALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BERKELEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1STANFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094720
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1943056010
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt045000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt038101
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt038101
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07784
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07816
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05748
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07806
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03221
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03221
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt039851
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010697
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07784
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07816
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05748
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07806
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt048798
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010697
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt043072
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt032375
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02500
TaxesSchedule/TaxesDetail/Amt0136
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt110
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SALLY HERRICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06503233336
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HERRICK FUND
ReturnHeader/Filer/BusinessNameControlTxt0HERR
ReturnHeader/Filer/EIN0770098614
ReturnHeader/Filer/PhoneNum06503233336
ReturnHeader/Filer/USAddress/AddressLine1Txt03000 SAND HILL ROAD BLDG 1 NO 25
ReturnHeader/Filer/USAddress/CityNm0MENLO PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094025
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814234542
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BPM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 CALIFORNIA STREET SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094108
ReturnHeader/PreparerPersonGrp/PhoneNum04154215757
ReturnHeader/PreparerPersonGrp/PreparationDt02020-12-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SELENA YEUNG
ReturnHeader/ReturnTs02021-01-11T12:55:15-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-11-01
ReturnHeader/TaxPeriodEndDt02020-10-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$702,985
Liabilities
$0
Net assets
$702,985
Revenue
$12,614
Expenses
$52,723
Net income
-$40,109
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