Civic Intelligence

Herb Research Foundation

990EZ • Fiscal year 2018 • EIN 84-1078228

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

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

20.46x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

100th percentile

125.13x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

25th percentile

-8.5%

Higher net margin than 25% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

43rd percentile

-1.4%

Faster asset growth than 43% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

100th percentile

4665%

Faster revenue growth than 100% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$4,953

Down $68 (-1.4%) from 2017

Net Assets

Up

-$96,405

Up $1,281 (+1.3%) from 2017

Liabilities

Down

$101,358

Down $1,349 (-1.3%) from 2017

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin25th percentile

Revenue

Up

$810

Up $793 (+4665%) from 2017

Expenses

Down

$879

Down $200 (-19%) from 2017

Net Income

Up

-$69

Up $993 (+94%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2018

Assets$4,953
Liabilities$101,358
Net Assets-$96,405
Open 2018 Filing

Operations Trend

Revenue Growth100th 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

2018

Revenue$810
Expenses$879
Net Income-$69
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$810
Mission and Program Overview

Mission

Education and research of herbs

Program Services

DescriptionGrantsExpenses
Research and education--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert McCalebPresident-$0--
Mary MulryDirector-$0--
James AdelsonSectreas-$0--
Claudine SchneiderDirector-$0--
Rick SterlingDirector-$0--
Filing and Contact Details

Filer

Filer Name
Herb Research Foundation
EIN
84-1078228
Address
4140 15th Street, Boulder, CO 80304

Signing Officer

Name
Robert McCaleb
Title
President
Phone
3034492265
Signed
2019-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Streamline Accounting Inc
Address
PO Box 293, Erie, CO 80516
Preparer
Theresa Sassano
Phone
7208908642
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountTelecom Expense 879”

Other changes in net assets or fund balances Part I line 20

“Description AmountTo correct 2017 YE liabilities. 1,350”

Description of other assets Part II line 24

“Category Beginning of Year End of YearCredit Card Liability 1,641 1,503Federal Taxes Payable 98 98”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearUnsecured N/P 102,669 101,320atb 38 38”

Other program services 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 Appendix172 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Robert McCaleb
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mary Mulry
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Claudine Schneider
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Rick Sterling
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SecTreas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01739
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01601
IRS990EZ/OtherChangesInNetAssetsAmt01350
IRS990EZ/OtherExpensesTotalAmt0879
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Education and research of herbs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Research and education
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0102707
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0879
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0810
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0810
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt017
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0298
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03325
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01200
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01200
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt04525
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0810
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt017
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0298
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01200
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02200
IRS990ScheduleA/Total509Grp/TotalAmt04525
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt017
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0298
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01200
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02200
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04525
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0101320
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0Pay organization exp
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt01400
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0Robert McCaleb
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0President
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0false
IRS990ScheduleL/TotalBalanceDueAmt0101320
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountTelecom Expense 879
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountTo correct 2017 YE liabilities. 1,350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearCredit Card Liability 1,641 1,503Federal Taxes Payable 98 98
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearUnsecured N/P 102,669 101,320atb 38 38
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Research and education on the health benefits and safety of plants, plant conservation and cultivation, and the responsible and informed use of herbs.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other program services Part III line 31
ReturnHeader/BuildTS02020-04-17 16:48:07Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Robert McCaleb
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03034492265
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Herb Research Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HERB
ReturnHeader/Filer/EIN0841078228
ReturnHeader/Filer/USAddress/AddressLine1Txt04140 15th Street
ReturnHeader/Filer/USAddress/CityNm0Boulder
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.70.97.30
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTm011:41:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841564116
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 293
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Erie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080516
ReturnHeader/PreparerPersonGrp/PhoneNum07208908642
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Theresa Sassano
ReturnHeader/ReturnTs02019-11-12T17:35:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,953
Liabilities
$101,358
Net assets
-$96,405
Revenue
$810
Expenses
$879
Net income
-$69
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
2018Detailed filing. Detailed filing data is available for this year.$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