Civic Intelligence

Herd Foundation

990EZ • Fiscal year 2020 • EIN 83-2268455

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 04, 2021

5135 Colklin Dr Tara FarmsDelray Beach, FL 33484

(954) 675-5065

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

77th percentile

29%

Higher net margin than 77% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

91st percentile

147%

Faster asset growth than 91% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

93rd percentile

90%

Faster revenue growth than 93% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$31,318

Up $18,617 (+147%) from 2019

Net Assets

Up

$31,318

Up $18,617 (+147%) from 2019

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$64,865

Up $30,680 (+90%) from 2019

Expenses

Up

$46,248

Up $21,738 (+89%) from 2019

Net Income

Up

$18,617

Up $8,942 (+92%) from 2019

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2018: $3,026Net Assets 2018: $3,0262018Assets 2019: $12,701Net Assets 2019: $12,7012019Assets 2020: $31,318Liabilities 2020: $0Net Assets 2020: $31,3182020Assets 2021: $26,821Net Assets 2021: $26,8212021Assets 2022: $22,260Net Assets 2022: $22,2602022Assets 2023: $38,523Net Assets 2023: $38,5232023Assets 2024: $53,320Net Assets 2024: $53,3202024

Highlighted filing

2020

Assets$31,318
Liabilities$0
Net Assets$31,318

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2018: $11,099Expenses 2018: $8,073Net Income 2018: $3,0262018Revenue 2019: $34,185Expenses 2019: $24,510Net Income 2019: $9,6752019Revenue 2020: $64,865Expenses 2020: $46,248Net Income 2020: $18,6172020Revenue 2021: $79,168Expenses 2021: $83,665Net Income 2021: -$4,4972021Revenue 2022: $72,037Expenses 2022: $76,598Net Income 2022: -$4,5612022Revenue 2023: $97,110Expenses 2023: $80,847Net Income 2023: $16,2632023Revenue 2024: $133,085Expenses 2024: $118,288Net Income 2024: $14,7972024

Highlighted filing

2020

Revenue$64,865
Expenses$46,248
Net Income$18,617
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 4, 2021
Return Version
2020v4.0
Gross Receipts
$65,230
Mission and Program Overview

Mission

MENTAL HEALTH TREATMENT

Program Services

DescriptionGrantsExpenses
MENTAL HEALTH TREATMENT USING EQUINE COMPANIONS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MERRIAM MASHATTPres/Director-$0--
ERIN MCNAMEEV/Pres/Director-$0--
RHONDA FRITZSHALLDirector-$0--
NONGAE JOHNSONDirector-$0--
DAVID FRITZSHALLTreas/Director-$0--
MARLA MYGATTSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Herd Foundation
EIN
83-2268455
Phone
9546755065
Address
5135 COLKLIN DR TARA FARMS, DELRAY BEACH, FL 33484

Signing Officer

Name
David Fitzshall
Title
Treasurer
Signed
2021-03-04
Discuss with paid preparer
No

Preparer

Firm
Kean & Associates Inc
Address
PO Box 14, Perry Hall, MD 21128
Preparer
Robert A Kean
Phone
4109601325
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8, Other Revenue

REFUNDS 1,185

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

ITSOFTWARE 236

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

FEDERAL/STATE FEES 136

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

Website/social media 3,532

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

MEMBERSHIP 60

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

INSURANCE 709

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

ES 5,500

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

HORSE EXP 5,625

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

MARKETING 515

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

ADMIN WORK 7,106

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

GRANT WRITER 2,751

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

BANK FEES 110

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

SUPPLIES 2,180

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

PORTABLE POTTY 375

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

TRAINING 1,186

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

OFFICE EXP 240

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

MISC 179

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

REPAIRS 373

Raw XML Appendix192 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum09546755065
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014052 52ND AVE S
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DELRAY BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033484
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012701
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IRS990EZ/CostOfGoodsSoldAmt0365
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IRS990EZ/ExcessOrDeficitForYearAmt018617
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossSalesOfInventoryAmt0105
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012701
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MERRIAM MASHATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ERIN MCNAMEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RHONDA FRITZSHALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NONGAE JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVID FRITZSHALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARLA MYGATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRES/DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1V/PRES/DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREAS/DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt030813
IRS990EZ/OtherRevenueTotalAmt01185
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MENTAL HEALTH TREATMENT
IRS990EZ/PrintingPublicationsPostageAmt0432
IRS990EZ/ProgramServiceRevenueAmt01680
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MENTAL HEALTH TREATMENT USING EQUINE COMPANIONS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt09003
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt046248
IRS990EZ/TotalRevenueAmt064865
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.HERDFOUNDATION.COM/MISSION-1
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt062260
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt034185
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011099
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0107544
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0105
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0105
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt02864
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt02864
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt065229
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt034185
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt011099
IRS990ScheduleA/Total509Grp/TotalAmt0110513
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt065229
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt034185
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt011099
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0110513
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REFUNDS 1,185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ITSOFTWARE 236
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FEDERAL/STATE FEES 136
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WEBSITE/SOCIAL MEDIA 3,532
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEMBERSHIP 60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INSURANCE 709
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ES 5,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7HORSE EXP 5,625
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MARKETING 515
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ADMIN WORK 7,106
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10GRANT WRITER 2,751
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11BANK FEES 110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12SUPPLIES 2,180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13PORTABLE POTTY 375
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14TRAINING 1,186
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15OFFICE EXP 240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16MISC 179
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17REPAIRS 373
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID FITZSHALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HERD
ReturnHeader/Filer/EIN0832268455
ReturnHeader/Filer/PhoneNum09546755065
ReturnHeader/Filer/USAddress/AddressLine1Txt05135 COLKLIN DR TARA FARMS
ReturnHeader/Filer/USAddress/CityNm0DELRAY BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033484
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 14
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Perry Hall
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021128
ReturnHeader/PreparerPersonGrp/PhoneNum04109601325
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert A Kean
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-03-05T12:48:19-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FRITZSHALL
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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