Civic Intelligence

Herb Research Foundation

990EZ • Fiscal year 2016 • EIN 84-1078228

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 19, 2017

Organization ProfileN/A
4140 15th StreetBoulder, CO 80304

(303) 449-2265

Siviq Scores

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

Liabilities / Assets

99th percentile

33.26x

Higher debt load relative to assets than 99% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

100th percentile

334.29x

Higher debt load relative to revenue than 100% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

3rd percentile

-237%

Higher net margin than 3% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

21st percentile

-19%

Faster asset growth than 21% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-75%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$2,995

Down $683 (-19%) from 2015

Net Assets

Down

-$96,624

Down $707 (-0.7%) from 2015

Liabilities

Up

$99,619

Up $24 (+0.0%) from 2015

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin3rd percentile

Revenue

Down

$298

Down $902 (-75%) from 2015

Expenses

Up

$1,005

Up $345 (+52%) from 2015

Net Income

Down

-$707

Down $1,247 (-231%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$200K$100K$0-$100KAssets 2010: $46,709Liabilities 2010: $117,890Net Assets 2010: -$71,1812010Assets 2011: $7,956Liabilities 2011: $88,578Net Assets 2011: -$80,6222011Assets 2012: $6,188Liabilities 2012: $97,707Net Assets 2012: -$91,5192012Assets 2013: $4,125Liabilities 2013: $100,427Net Assets 2013: -$96,3022013Assets 2014: $3,781Liabilities 2014: $100,238Net Assets 2014: -$96,4572014Assets 2015: $3,678Liabilities 2015: $99,595Net Assets 2015: -$95,9172015Assets 2016: $2,995Liabilities 2016: $99,619Net Assets 2016: -$96,6242016Assets 2017: $5,021Liabilities 2017: $102,707Net Assets 2017: -$97,6862017Assets 2018: $4,953Liabilities 2018: $101,358Net Assets 2018: -$96,4052018Assets 2019: $192Liabilities 2019: $96,5302019Assets 2020: $766Liabilities 2020: $96,5302020Assets 2022: $588Liabilities 2022: $96,530Net Assets 2022: -$95,9422022Assets 2023: $609Liabilities 2023: $96,530Net Assets 2023: -$95,9212023Assets 2024: $609Liabilities 2024: $96,530Net Assets 2024: -$95,9212024

Highlighted filing

2016

Assets$2,995
Liabilities$99,619
Net Assets-$96,624
Open 2016 Filing

Operations Trend

Revenue Growth5th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2010: $47,739Expenses 2010: $44,951Net Income 2010: $2,7882010Revenue 2011: $27,095Expenses 2011: $50,128Net Income 2011: -$23,0332011Revenue 2012: $9,317Expenses 2012: $20,214Net Income 2012: -$10,8972012Revenue 2013: $5,733Expenses 2013: $10,516Net Income 2013: -$4,7832013Revenue 2014: $2,200Expenses 2014: $2,355Net Income 2014: -$1552014Revenue 2015: $1,200Expenses 2015: $660Net Income 2015: $5402015Revenue 2016: $298Expenses 2016: $1,005Net Income 2016: -$7072016Revenue 2017: $17Expenses 2017: $1,079Net Income 2017: -$1,0622017Revenue 2018: $810Expenses 2018: $879Net Income 2018: -$692018Revenue 2019: $532Expenses 2019: $849Net Income 2019: -$3172019Revenue 2020: $1,303Expenses 2020: $729Net Income 2020: $5742020Revenue 2022: $759Expenses 2022: $729Net Income 2022: $302022Revenue 2023: $3,670Expenses 2023: $3,649Net Income 2023: $212023Revenue 2024: $3,249Expenses 2024: $3,249Net Income 2024: $02024

Highlighted filing

2016

Revenue$298
Expenses$1,005
Net Income-$707
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 19, 2017
Return Version
2016v3.0
Gross Receipts
$298
Mission and Program Overview

Mission

Education and research of herbs

Program Services

DescriptionGrantsExpenses
RESEARCH AND EDUCATION--
RESEARCH AND EDUCATION ON THE HEALTH BENEFITS AND SAFETY OF PLANTS,PLANT CONSERVATION AND CULTIVATION, AND THE RESPONSIBLE AND INFORMED USE OF HERBS.--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY MULRYDirector-$0--
ROBERT MCCALEBPresident-$0--
JAMES ADELSONSecretary/Tr-$0--
CLAUDINE SCHNEIDERDirector-$0--
JOEL MCCLEARYDirector-$0--
RICK STERLINGDirecotr-$0--
Filing and Contact Details

Filer

Filer Name
Herb Research Foundation
EIN
84-1078228
Phone
3034492265
Address
4140 15TH STREET, BOULDER, CO 80304

Signing Officer

Name
Robert Mccaleb
Title
President
Phone
3034400231
Signed
2017-07-19

Preparer

Firm
Simply Successful Inc
Address
6539 ROBIN DR, LONGMONT, CO 80503-8711
Preparer
HENRY AIY'M FELLMAN
Phone
7208908642
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses telecom 719 office supplies 185 annual fee 40 bank charge 1 total 945”

Form 990-ez, Part II, Line 24

“108,047 108,047 less accumulated depreciation 108,047 108,047 total 0 0”

Form 990-ez, Part II, Line 26

“Unsecured notes and loans payable 101,320 101,320 credit card liability -1,614 -1,641 federal taxes payable -98 -98 atb -13 38”

Form 990-ez, Part III, Line 31

“Research and education on the health benefits and safety of plants,plant conservation and cultivation, and the responsible and informed use of herbs.”

Raw XML Appendix146 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/PersonNm0ROBERT MCCALEB
IRS990EZ/BooksInCareOfDetail/PhoneNum03034400231
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04140 15TH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOULDER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080304
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03678
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02995
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0298
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-707
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt060
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt02995
IRS990EZ/GrossReceiptsAmt0298
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-95917
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-96624
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-95917
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-96624
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY MULRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT MCCALEB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMES ADELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CLAUDINE SCHNEIDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOEL MCCLEARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RICK STERLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECOTR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0945
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION AND RESEARCH OF HERBS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RESEARCH AND EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1RESEARCH AND EDUCATION ON THE HEALTH BENEFITS AND SAFETY OF PLANTS,PLANT CONSERVATION AND CULTIVATION, AND THE RESPONSIBLE AND INFORMED USE OF HERBS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt099595
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt099619
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01005
IRS990EZ/TotalRevenueAmt0298
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0298
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05508
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01200
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02733
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt09307
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt013240
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt018748
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0298
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01200
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02200
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt05733
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt09317
IRS990ScheduleA/Total509Grp/TotalAmt018748
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0298
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01200
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02200
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt05733
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt09317
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt018748
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TELECOM 719 OFFICE SUPPLIES 185 ANNUAL FEE 40 BANK CHARGE 1 TOTAL 945
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1108,047 108,047 LESS ACCUMULATED DEPRECIATION 108,047 108,047 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNSECURED NOTES AND LOANS PAYABLE 101,320 101,320 CREDIT CARD LIABILITY -1,614 -1,641 FEDERAL TAXES PAYABLE -98 -98 ATB -13 38
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RESEARCH AND EDUCATION ON THE HEALTH BENEFITS AND SAFETY OF PLANTS,PLANT CONSERVATION AND CULTIVATION, AND THE RESPONSIBLE AND INFORMED USE OF HERBS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT MCCALEB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03034400231
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERB RESEARCH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HERB
ReturnHeader/Filer/EIN0841078228
ReturnHeader/Filer/PhoneNum03034492265
ReturnHeader/Filer/USAddress/AddressLine1Txt04140 15TH STREET
ReturnHeader/Filer/USAddress/CityNm0BOULDER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080304
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0486853E74F690AAAF47EBE1803FAF9551AEBAC8E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId015DF9C590750E6405F60D2C39EDB2951DD75213D
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIMPLY SUCCESSFUL INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06539 ROBIN DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LONGMONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0805038711
ReturnHeader/PreparerPersonGrp/PhoneNum07208908642
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HENRY AIY'M FELLMAN
ReturnHeader/ReturnTs02017-11-12T16:35:42-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,995
Liabilities
$99,619
Net assets
-$96,624
Revenue
$298
Expenses
$1,005
Net income
-$707
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.01$0.97$0.96$0.03$0.03$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.97$0.96$0.04$0.04$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.97$0.96$0.01$0.01$0.00
2020Summary only. Only limited summary data is available for this year.$0.01$0.97$0.01$0.01$0.01
2019Summary only. Only limited summary data is available for this year.$0.00$0.97$0.01$0.01$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$1.01$0.96$0.01$0.01$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.05$1.03$0.98$0.00$0.01$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.03$1.00$0.97$0.00$0.01$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.04$1.00$0.96$0.01$0.01$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.04$1.00$0.96$0.02$0.02$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.04$1.00$0.96$0.06$0.11$0.05
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.98$0.92$0.09$0.20$0.11
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.89$0.81$0.27$0.50$0.23
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$1.18$0.71$0.48$0.45$0.03