Civic Intelligence

The Herrick Fund

990PF • Fiscal year 2018 • EIN 77-0098614

Nov 01, 2017 to Oct 31, 2018 • Filed on Feb 04, 2019

Organization Profile
3000 Sand Hill Road Bldg 1 No 250Menlo Park, CA 94025

(650) 323-3336

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

3rd percentile

-231%

Higher net margin than 3% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

27th percentile

-4.4%

Faster asset growth than 27% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

87th percentile

56%

Faster revenue growth than 87% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$776,841

Down $35,338 (-4.4%) from 2017

Net Assets

Down

$776,841

Down $35,338 (-4.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin3rd percentile

Revenue

Up

$15,267

Up $5,500 (+56%) from 2017

Expenses

Down

$50,605

Down $456 (-0.9%) from 2017

Net Income

Up

-$35,338

Up $5,956 (+14%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2018

Assets$776,841
Liabilities$0
Net Assets$776,841
Open 2018 Filing

Operations Trend

Revenue Growth87th 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

2018

Revenue$15,267
Expenses$50,605
Net Income-$35,338
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2017 to Oct 31, 2018
Signed
Feb 4, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay54th 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 250, MENLO PARK, CA 94025

Signing Officer

Name
Stephen Herrick
Title
CFO
Phone
6503233336
Signed
2019-02-04
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 Appendix327 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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GRANTS ARE PRIMARILY RESTRICTED TO ASSISTING CALIFORNIA-BASED ORGANIZATIONS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1MEDIA FELLOW PROGRAM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HOOVER INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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
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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/AppliedToCurrentYearAmt039937
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt039937
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05748
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07806
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03221
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0658
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0338
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0338
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt025249
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07816
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05748
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07806
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03221
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0658
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt047753
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07816
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt025587
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt017771
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01250
TaxesSchedule/TaxesDetail/Amt0120
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt010
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN HERRICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum06503233336
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-04
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 250
ReturnHeader/Filer/USAddress/CityNm0MENLO PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094025
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0155DBB0B033CCB00695FD1C9AE35DD64086CB893
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.184.139.130
ReturnHeader/FilingSecurityInformation/IPDt02019-02-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm012:28:12
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/PreparerPersonNm0SELENA YEUNG
ReturnHeader/ReturnTs02019-02-21T17:48:33-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-11-01
ReturnHeader/TaxPeriodEndDt02018-10-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$776,841
Liabilities
$0
Net assets
$776,841
Revenue
$15,267
Expenses
$50,605
Net income
-$35,338
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