Civic Intelligence

Herd Foundation

990EZ • Fiscal year 2023 • EIN 83-2268455

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

5135 Conklin 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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

70th percentile

17%

Higher net margin than 70% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

89th percentile

73%

Faster asset growth than 89% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

75th percentile

35%

Faster revenue growth than 75% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$38,523

Up $16,263 (+73%) from 2022

Net Assets

Up

$38,523

Up $16,263 (+73%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$97,110

Up $25,073 (+35%) from 2022

Expenses

Up

$80,847

Up $4,249 (+5.5%) from 2022

Net Income

Up

$16,263

Up $20,824 (+457%) from 2022

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: $31,318Net Assets 2020: $31,3182020Assets 2021: $26,821Net Assets 2021: $26,8212021Assets 2022: $22,260Net Assets 2022: $22,2602022Assets 2023: $38,523Liabilities 2023: $0Net Assets 2023: $38,5232023Assets 2024: $53,320Net Assets 2024: $53,3202024

Highlighted filing

2023

Assets$38,523
Liabilities$0
Net Assets$38,523

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

2023

Revenue$97,110
Expenses$80,847
Net Income$16,263
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Gross Receipts
$99,429
Mission and Program Overview

Mission

MENTAL HEALTH TREATMENT

Program Services

DescriptionGrantsExpenses
MENTAL HEALTH TREATMENT USING EQUINE COMPANIONS$58,750$47,654
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIN MCNAMEEPresident-$0--
MILDRED SMITHVice President-$0--
MARGARET ANGAROLATreasurer-$0--
DAVID FRITZSHALLOfficer-$0--
MARLA MYGATTOfficer-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Margaret Angarola
Title
Treasurer
Signed
2024-05-14
Discuss with paid preparer
Yes

Preparer

Firm
PNF Accounting
Address
197 Route 18 S Suite 235S, East Brunswick, NJ 08816
Preparer
Pishoy Fahmi
Phone
7326051529
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $1550

Other Expenses.1007

Conferences, Conventions, and Meetings $713

Other Expenses.1012

Insurance $1424

Other Expenses.1

Program faciliator $25929

Other Expenses.2

HORSE SERVICES $16041

Other Expenses.3

PROFESSIONAL FEES $13607

Other Expenses.4

SUPPLIES $4419

Other Expenses.5

WEBSITE $4305

Other Expenses.6

Dues and subscriptions $2701

Other Expenses.7

TRAINING $1800

Other Expenses.8

AUTO EXPENSES $530

Other Expenses.9

BANK SERVICES FEES $497

Other Expenses.10

Computer & Internet $480

Other Expenses.12

Telephone $235

Other Expenses.13

Busines registration fees $137

Other Assets.1010

Inventories - Beginning $0 Inventories - Ending $150

Raw XML Appendix201 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MARGARET ANGAROLA
IRS990EZ/BooksInCareOfDetail/PhoneNum09546755065
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05135 CONKLIN DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DELRAY BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033484
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022260
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038373
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt084607
IRS990EZ/CostOfGoodsSoldAmt0911
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016263
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022260
IRS990EZ/Form990TotalAssetsGrp/EOYAmt038523
IRS990EZ/FundraisingGrossIncomeAmt06200
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01336
IRS990EZ/GrossReceiptsAmt099429
IRS990EZ/GrossSalesOfInventoryAmt02247
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022260
IRS990EZ/NetAssetsOrFundBalancesEOYAmt038523
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022260
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt038523
IRS990EZ/OccupancyRentUtltsAndMaintAmt06000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ERIN MCNAMEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MILDRED SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARGARET ANGAROLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVID FRITZSHALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARLA MYGATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4OFFICER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0150
IRS990EZ/OtherExpensesTotalAmt074368
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MENTAL HEALTH TREATMENT
IRS990EZ/PrintingPublicationsPostageAmt0479
IRS990EZ/ProgramServiceRevenueAmt06375
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MENTAL HEALTH TREATMENT USING EQUINE COMPANIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt058750
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt047654
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01408
IRS990EZ/SpecialEventsNetIncomeLossAmt04792
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt080847
IRS990EZ/TotalProgramServiceExpensesAmt047654
IRS990EZ/TotalRevenueAmt097110
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.HERDFOUNDATION.COM/MISSION-1
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt084607
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt056245
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt061068
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt062260
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt034185
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0298365
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02247
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt015792
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt018100
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0105
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt036244
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt02864
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt02864
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0337473
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt086854
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt072037
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt079168
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt065229
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt034185
IRS990ScheduleA/Total509Grp/TotalAmt0337473
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt086854
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt072037
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt079168
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt065229
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt034185
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0337473
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/ExplanationTxt0Advertising and Promotion $1550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $713
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1424
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM FACILIATOR $25929
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HORSE SERVICES $16041
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROFESSIONAL FEES $13607
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SUPPLIES $4419
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7WEBSITE $4305
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DUES AND SUBSCRIPTIONS $2701
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TRAINING $1800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10AUTO EXPENSES $530
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11BANK SERVICES FEES $497
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Computer & Internet $480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Telephone $235
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14BUSINES REGISTRATION FEES $137
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Inventories - Beginning $0 Inventories - Ending $150
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Assets.1010
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGARET ANGAROLA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERD FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HERD
ReturnHeader/Filer/EIN0832268455
ReturnHeader/Filer/PhoneNum09546755065
ReturnHeader/Filer/USAddress/AddressLine1Txt05135 CONKLIN DR TARA FARMS
ReturnHeader/Filer/USAddress/CityNm0DELRAY BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033484
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260067030
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PNF Accounting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0197 Route 18 S Suite 235S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0East Brunswick
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008816
ReturnHeader/PreparerPersonGrp/PhoneNum07326051529
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PISHOY FAHMI
ReturnHeader/ReturnTs02024-05-14T11:41:43-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARGARET
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ANGAROLA
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings