Civic Intelligence

Hertwig Haven

990 • Fiscal year 2019 • EIN 82-2067993

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 15, 2020

5091 Bodega AvePetaluma, CA 94952

(707) 765-1512

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

93rd percentile

57%

Higher net margin than 93% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

82nd percentile

28%

Faster asset growth than 82% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

99th percentile

1183%

Faster revenue growth than 99% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$921,138

Up $200,470 (+28%) from 2018

Net Assets

Up

$921,138

Up $200,470 (+28%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$352,663

Up $325,185 (+1183%) from 2018

Expenses

Down

$152,193

Down $28,989 (-16%) from 2018

Net Income

Up

$200,470

Up $354,174 (+230%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2017: $874,372Liabilities 2017: $0Net Assets 2017: $874,3722017Assets 2018: $720,668Liabilities 2018: $0Net Assets 2018: $720,6682018Assets 2019: $921,138Liabilities 2019: $0Net Assets 2019: $921,1382019Assets 2020: $762,417Liabilities 2020: $0Net Assets 2020: $762,4172020Assets 2021: $718,113Liabilities 2021: $0Net Assets 2021: $718,1132021Assets 2022: $693,943Liabilities 2022: $0Net Assets 2022: $693,9432022Assets 2023: $819,457Liabilities 2023: $0Net Assets 2023: $819,4572023Assets 2024: $908,885Liabilities 2024: $0Net Assets 2024: $908,8852024Assets 2025: $881,323Liabilities 2025: $0Net Assets 2025: $881,3232025

Highlighted filing

2019

Assets$921,138
Liabilities$0
Net Assets$921,138

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2017: $934,122Expenses 2017: $59,750Net Income 2017: $874,3722017Revenue 2018: $27,478Expenses 2018: $181,182Net Income 2018: -$153,7042018Revenue 2019: $352,663Expenses 2019: $152,193Net Income 2019: $200,4702019Revenue 2020: -$21,563Expenses 2020: $137,158Net Income 2020: -$158,7212020Revenue 2021: $59,209Expenses 2021: $103,512Net Income 2021: -$44,3032021Revenue 2022: $120,951Expenses 2022: $145,119Net Income 2022: -$24,1682022Revenue 2023: $288,682Expenses 2023: $163,233Net Income 2023: $125,4492023Revenue 2024: $278,369Expenses 2024: $188,941Net Income 2024: $89,4282024Revenue 2025: $138,154Expenses 2025: $234,877Net Income 2025: -$96,7232025

Highlighted filing

2019

Revenue$352,663
Expenses$152,193
Net Income$200,470
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 15, 2020
Return Version
2019v5.0
Gross Receipts
$352,663
Mission and Program Overview

Mission

The Organization rescues & provides sanctuary to abandoned and neglected farm animals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$673,837$869,858▲ $196,021
Cash and Non-Interest-Bearing Accounts$46,831$51,280▲ $4,449
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$720,668$921,138▲ $200,470
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$720,668$921,138▲ $200,470
Total Net Assets Fund Balance$720,668$921,138▲ $200,470
Total Liabilities and Net Assets / Fund Balance$720,668$921,138▲ $200,470
Compensation and Service Providers

Board Members and Trustees

NameTitle
Debra HertwigPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$272,543
Program Service Revenue
$0
Investment Income
$80,120
Other Revenue
$0
All Other Contributions
$272,543
Change in Net Assets
$200,470

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded1$250,543
Total Noncash Contributions1$250,543
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$152,193
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$31,183$11,496-$42,679
Other Expenses$23,901--$23,901
Office Expenses-$1,001-$1,001
Advertising-$604-$604
Travel-$8-$8
Total Functional Expenses$139,084$13,109$0$152,193
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Board Meeting was held to go over the form before they were filed

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Board Members, Officers and Trustees are required to disclose the conflict of interest whenever they are involved in decision making process.

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

The copies are made available at office

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Available upon request

Filing and Contact Details

Filer

Filer Name
Hertwig Haven
EIN
82-2067993
Phone
7077651512
Address
5091 Bodega Ave, Petaluma, CA 94952

Signing Officer

Name
Debra Hertwig
Title
President
Signed
2020-07-15
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
2

Preparer

Firm
Ami Shah CPA
Address
1602 The Alameda 100, San Jose, CA 95126
Preparer
Ami Shah
Phone
4085487179
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E: Other Expenses

: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Animal care: Column (A) - Total = $9633; Column (B) - Program Services = $9633; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Animal Supplies: Column (A) - Total = $21550; Column (B) - Program Services = $21550; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Automobile Expense: Column (A) - Total = $58; Column (B) - Program Services = $0; Column (C) - Management & General = $58; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Investment Advisory Fees: Column (A) - Total = $9362; Column (B) - Program Services = $0; Column (C) - Management & General = $9362; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Job Supplies: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Legal & Professional Services: Column (A) - Total = $845; Column (B) - Program Services = $0; Column (C) - Management & General = $845; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Miscellaneous Expenses: Column (A) - Total = $745; Column (B) - Program Services = $0; Column (C) - Management & General = $745; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Taxes and Licenses: Column (A) - Total = $303; Column (B) - Program Services = $0; Column (C) - Management & General = $303; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Utilities: Column (A) - Total = $183; Column (B) - Program Services = $0; Column (C) - Management & General = $183; Column (D) - Fundraising = $0

Raw XML Appendix362 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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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Board Meeting was held to go over the form before they were filed
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board Members, Officers and Trustees are required to disclose the conflict of interest whenever they are involved in decision making process.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The copies are made available at office
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Available upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Animal care: Column (A) - Total = $9633; Column (B) - Program Services = $9633; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Animal Supplies: Column (A) - Total = $21550; Column (B) - Program Services = $21550; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Automobile Expense: Column (A) - Total = $58; Column (B) - Program Services = $0; Column (C) - Management & General = $58; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Investment Advisory Fees: Column (A) - Total = $9362; Column (B) - Program Services = $0; Column (C) - Management & General = $9362; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Job Supplies: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Legal & Professional Services: Column (A) - Total = $845; Column (B) - Program Services = $0; Column (C) - Management & General = $845; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Miscellaneous Expenses: Column (A) - Total = $745; Column (B) - Program Services = $0; Column (C) - Management & General = $745; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Taxes and Licenses: Column (A) - Total = $303; Column (B) - Program Services = $0; Column (C) - Management & General = $303; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Utilities: Column (A) - Total = $183; Column (B) - Program Services = $0; Column (C) - Management & General = $183; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990, Part IX, Line 24e: Other Expenses
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0720668
IRS990/TotalAssetsEOYAmt0921138
IRS990/TotalAssetsGrp/BOYAmt0720668
IRS990/TotalAssetsGrp/EOYAmt0921138
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0272543
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013109
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0139084
IRS990/TotalFunctionalExpensesGrp/TotalAmt0152193
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0720668
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0921138
IRS990/TotalProgramServiceExpensesAmt0139084
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt080120
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0352663
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0720668
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0921138
IRS990/TravelGrp/ManagementAndGeneralAmt08
IRS990/TravelGrp/TotalAmt08
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05091 Bodega Ave
IRS990/USAddress/CityNm0Petaluma
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094952
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0www.hertwighaven.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Debra Hertwig
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Hertwig Haven
ReturnHeader/Filer/BusinessNameControlTxt0HERT
ReturnHeader/Filer/EIN0822067993
ReturnHeader/Filer/PhoneNum07077651512
ReturnHeader/Filer/USAddress/AddressLine1Txt05091 Bodega Ave
ReturnHeader/Filer/USAddress/CityNm0Petaluma
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094952
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271430586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AMI SHAH CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01602 The Alameda 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Jose
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095126
ReturnHeader/PreparerPersonGrp/PhoneNum04085487179
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ami Shah
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-07-15T15:55:26-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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