Civic Intelligence

Heidi Krueger Foundation for Giving

990EZ • Fiscal year 2017 • EIN 81-0968880

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 09, 2018

352 Santa PaulaSan Leandro, CA 94579

(408) 896-0799

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

88th percentile

69%

Faster asset growth than 88% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$12,369

Up $5,038 (+69%) from 2016

Net Assets

Up

$12,369

Up $5,038 (+69%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$27,470

Up $4,987 (+22%) from 2016

Expenses

Up

$22,432

Up $7,280 (+48%) from 2016

Net Income

Down

$5,038

Down $2,293 (-31%) from 2016

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2016: $7,331Liabilities 2016: $0Net Assets 2016: $7,3312016Assets 2017: $12,369Liabilities 2017: $0Net Assets 2017: $12,3692017Assets 2019: $19,742Liabilities 2019: $02019Assets 2020: $22,437Liabilities 2020: $02020Assets 2021: $15,603Liabilities 2021: $02021Assets 2022: $12,105Liabilities 2022: $02022Assets 2023: $11,671Liabilities 2023: $02023Assets 2025: $991Liabilities 2025: $0Net Assets 2025: $9912025

Highlighted filing

2017

Assets$12,369
Liabilities$0
Net Assets$12,369

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2016: $22,483Expenses 2016: $15,152Net Income 2016: $7,3312016Revenue 2017: $27,470Expenses 2017: $22,432Net Income 2017: $5,0382017Revenue 2019: $18,905Expenses 2019: $9,000Net Income 2019: $9,9052019Revenue 2020: $13,695Expenses 2020: $11,000Net Income 2020: $2,6952020Revenue 2021: $3,166Expenses 2021: $10,000Net Income 2021: -$6,8342021Revenue 2022: -$498Expenses 2022: $3,000Net Income 2022: -$3,4982022Revenue 2023: $3,066Expenses 2023: $3,500Net Income 2023: -$4342023Revenue 2025: $0Expenses 2025: $2,840Net Income 2025: -$2,8402025

Highlighted filing

2017

Revenue$27,470
Expenses$22,432
Net Income$5,038
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 9, 2018
Return Version
2016v3.0
Gross Receipts
$27,470
Mission and Program Overview

Mission

The heidi krueger foundation for giving was founded to provide educational grants to those in financial need. Heidi krueger foundation's mission is to help people in financial need create a future for themselves by earning an education

Program Services

DescriptionGrantsExpenses
EDUCATIONAL GRANT - SONOMA STATE UNIVERSITY STUDENT$0$2,500
EDUCATIONAL GRANT - CAL STATE EAST BAY STUDENT$0$2,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT KRUEGERExecutive Dir/Board Chair-$0--
SHELBY DOUGLASDirector Of Ops/Board Member-$0--
DAVID TRUJILLOBoard Member-$0--
FRANK SCOTT KRUEGERComm Dir/Board Member-$0--
DENNIS LASKEYDirector Of Participation/Board Member-$0--
JUSTIN KRUEGERLogistics Dir/Board Member-$0--
WES SPENCERBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Heidi Krueger Foundation for Giving
EIN
81-0968880
Phone
4088960799
Address
352 SANTA PAULA, SAN LEANDRO, CA 94579

Signing Officer

Name
Robert Kureger
Title
Executive Director
Phone
4088960799
Signed
2018-08-09
Discuss with paid preparer
Yes

Preparer

Firm
Boitano & Sargent
Address
1760 THE ALAMEDA 200, SAN JOSE, CA 95126
Preparer
Steven F Boitano
Phone
4083339334
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: education grant-scholarship. Grantee name: leidys barrios (sonoma state university). Grantee relationship: none. Date of gift: 12/31/16. Amount given: 2,500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: education grant-scholarship. Grantee name: kori mcewen (cal state east bay univ). Grantee relationship: none. Date of gift: 12/31/16. Amount given: 2,500. Total included on form 990-ez, line 10: 5,000.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank/processing/reg. Fees. Amount: 493. Description: supplies. Amount: 250. Description: fundraising exp. Amount: 15,819. Total to form 990-ez, line 16: 16,562.

Raw XML Appendix168 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ROBERT KRUEGER
IRS990EZ/BooksInCareOfDetail/PhoneNum04088960799
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02310 HOMESTEAD ROAD C1403
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOS ALTOS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094024
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07331
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012369
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt027470
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt05038
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07331
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012369
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05000
IRS990EZ/GrossReceiptsAmt027470
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07331
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012369
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07331
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012369
IRS990EZ/OccupancyRentUtltsAndMaintAmt0870
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT KRUEGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHELBY DOUGLAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID TRUJILLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3FRANK SCOTT KRUEGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DENNIS LASKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JUSTIN KRUEGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6WES SPENCER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIR/BOARD CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIR OF OPS/BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3COMM DIR/BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIR OF PARTICIPATION/BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5LOGISTICS DIR/BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt016562
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE HEIDI KRUEGER FOUNDATION FOR GIVING WAS FOUNDED TO PROVIDE EDUCATIONAL GRANTS TO THOSE IN FINANCIAL NEED. HEIDI KRUEGER FOUNDATION'S MISSION IS TO HELP PEOPLE IN FINANCIAL NEED CREATE A FUTURE FOR THEMSELVES BY EARNING AN EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL GRANT - SONOMA STATE UNIVERSITY STUDENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EDUCATIONAL GRANT - CAL STATE EAST BAY STUDENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12500
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt022432
IRS990EZ/TotalProgramServiceExpensesAmt05000
IRS990EZ/TotalRevenueAmt027470
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.HEIDISFOUNDATION.COM
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt027470
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt022483
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt049953
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt049953
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt027470
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt022483
IRS990ScheduleA/Total509Grp/TotalAmt049953
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt027470
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt022483
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt049953
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: EDUCATION GRANT-SCHOLARSHIP. GRANTEE NAME: LEIDYS BARRIOS (SONOMA STATE UNIVERSITY). GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 12/31/16. AMOUNT GIVEN: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: EDUCATION GRANT-SCHOLARSHIP. GRANTEE NAME: KORI MCEWEN (CAL STATE EAST BAY UNIV). GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 12/31/16. AMOUNT GIVEN: 2,500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BANK/PROCESSING/REG. FEES. AMOUNT: 493. DESCRIPTION: SUPPLIES. AMOUNT: 250. DESCRIPTION: FUNDRAISING EXP. AMOUNT: 15,819. TOTAL TO FORM 990-EZ, LINE 16: 16,562.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT KUREGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04088960799
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEIDI KRUEGER FOUNDATION FOR GIVING
ReturnHeader/Filer/BusinessNameControlTxt0HEID
ReturnHeader/Filer/EIN0810968880
ReturnHeader/Filer/PhoneNum04088960799
ReturnHeader/Filer/USAddress/AddressLine1Txt0352 SANTA PAULA
ReturnHeader/Filer/USAddress/CityNm0SAN LEANDRO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094579
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BB23C9D110918518CB8928296B95B347DCFA6983
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00118D1C55B4F8A082E3A8AB6D9EDD7C4F63D3E64
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.76.62.49
ReturnHeader/FilingSecurityInformation/IPDt02018-08-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:14:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823377597
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOITANO & SARGENT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01760 THE ALAMEDA 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095126
ReturnHeader/PreparerPersonGrp/PhoneNum04083339334
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN F BOITANO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-08-09T16:16:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings