Civic Intelligence

Claude Heater Foundation

EIN 82-1457516 • 501(c)3 • Belvedere Tiburon, CA

Pub. 78 Eligible990-N Coverage

Profile

Promote encourage traditional opera with great voices

215 Golen Gate avenueBelvedere Tiburon, CA 94920
Siviq Scores

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

Liabilities / Assets

45th percentile

0.01x

Higher debt load relative to assets than 45% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

79th percentile

0.22x

Higher debt load relative to revenue than 79% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

2nd percentile

-259%

Higher net margin than 2% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

75th percentile

$70,000

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 301.7% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

23rd percentile

-8.4%

Faster asset growth than 23% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-97%

Faster revenue growth than 1% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$648,958

Down $59,615 (-8.4%) from 2022

Liabilities

Flat

$5,000

Flat from 2022

Net Assets

Down

$643,958

Down $59,615 (-8.5%) from 2022

Operations
Liabilities / Revenue79th percentileNet Margin2nd percentile

Revenue

Down

$23,205

Down $812,484 (-97%) from 2022

Expenses

Up

$83,354

Up $2,834 (+3.5%) from 2022

Net Income

Down

-$60,149

Down $815,318 (-108%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

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

$800K$600K$400K$200K$0-$200KAssets 2018: $13,244Liabilities 2018: $282Net Assets 2018: $12,9622018Assets 2019: $3,960Liabilities 2019: $0Net Assets 2019: $3,9602019Assets 2020: $4,697Liabilities 2020: $31,400Net Assets 2020: -$26,7032020Assets 2022: $708,573Liabilities 2022: $5,000Net Assets 2022: $703,5732022Assets 2023: $648,958Liabilities 2023: $5,000Net Assets 2023: $643,9582023

Highlighted filing

2023

Assets$648,958
Liabilities$5,000
Net Assets$643,958
Open 2023 Filing

Operations Trend

Revenue Growth1st percentile

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

$1.0M$500K$0-$500KRevenue 2018: $67,402Expenses 2018: $124,149Net Income 2018: -$56,7472018Revenue 2019: $110,725Expenses 2019: $119,727Net Income 2019: -$9,0022019Revenue 2020: $5,975Expenses 2020: $36,638Net Income 2020: -$30,6632020Revenue 2022: $835,689Expenses 2022: $80,520Net Income 2022: $755,1692022Revenue 2023: $23,205Expenses 2023: $83,354Net Income 2023: -$60,1492023

Highlighted filing

2023

Revenue$23,205
Expenses$83,354
Net Income-$60,149
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$648,958
Liabilities
$5,000
Net assets
$643,958
Revenue
$23,205
Expenses
$83,354
Net income
-$60,149
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$6.49$0.05$6.44$0.23$0.83$0.60
2022Detailed filing. Detailed filing data is available for this year.$7.09$0.05$7.04$8.36$0.81$7.55
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.31$0.27$0.06$0.37$0.31
2019Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$1.11$1.20$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.67$1.24$0.57
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Dec 14, 2024
Return Version
2023v5.1
Gross Receipts
$23,205
Mission and Program Overview

Mission

Promote encourage traditional opera with great voices

To promote and encourage traditional opera with great voices

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$498,019$518,265▲ $20,246
Cash and Non-Interest-Bearing Accounts$189,402$109,551▼ $79,851
Loans From Officers Directors$5,000$5,000→ $0
Accounts Receivable$3,142$3,142→ $0
Total Assets$708,563$648,958▼ $59,605
Other Assets Total$18,000$18,000→ $0
Liabilities
Total Liabilities$5,000$5,000→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$703,563$643,958▼ $59,605
Total Net Assets Fund Balance$703,563$643,958▼ $59,605
Total Liabilities and Net Assets / Fund Balance$708,563$648,958▼ $59,605
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Juyeon SongCEODirectorPT$70,000$70,000

Board Members and Trustees

NameTitle
John PollakCFODirector
Gino LopezSecretaryDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$2,956
Program Service Revenue
$0
Investment Income
$20,249
Other Revenue
$0
All Other Contributions
$2,956
Change in Net Assets
$-60,149
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$75,085
Other Expenses$8,254
Grants and Similar Amounts Paid$15
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$52,725--$52,725
Payroll Taxes$22,360--$22,360
Information Technology-$3,203-$3,203
Fees for Services Accounting-$2,010-$2,010
Other Expenses-$1,612-$1,612
Office Expenses-$1,254-$1,254
Travel-$175-$175
Grants to Domestic Orgs$15--$15
Total Functional Expenses$75,100$8,254$0$83,354
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$5,000$5,000→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Line 11B

“A copy of this 990 was emailed to all Directors before filing with the IRS.”

Part VI Line 12C

“Conflict of interest policy is reviewed at the annual board meeting.”

Part VI Line 15A or B

“Officers receiving salary did not vote on their own salary.”

Part VI Line 15A or B

“Compensation was based upon market rates and work done.”

Part VI Line 19

“Governing documents, conflict of interest policy, financial statements are”

Part VI Line 19

“available to the public upon request by email or mail.”

Filing and Contact Details

Filer

Filer Name
Claude Heater Foundation
EIN
82-1457516
In Care Of
% JUYEON SONG
Phone
4156969757
Address
215 Golen Gate avenue, Belvedere Tiburon, CA 94920

Signing Officer

Name
Juyeon Song
Title
President
Phone
4152991946
Signed
2024-12-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Juyeon Song
Formed
2017
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
2
Employees
1

Preparer

Firm
Patel & Almeida Pc
Address
20700 Ventura Blvd Suite 235, Woodland Hills, CA 91364
Preparer
Arlo Kurian
Phone
8183801900
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/Filer/InCareOfNm0% JUYEON SONG
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ReturnHeader/ReturnTs02024-12-14T12:41:18-06:00
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ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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