Civic Intelligence

Constance L Heldman Foundation High Hopes Foundation

EIN 94-3367445 • Tiburon, CA

155 Saint Thomas WayTiburon, CA 94920
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2018

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2018

Net Margin

16th percentile

-54%

Higher net margin than 16% of similar nonprofits.

<$500k nonprofits • Source year 2018

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2018

Asset Growth

39th percentile

-11%

Faster asset growth than 39% of similar nonprofits.

<$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

49th percentile

-2.0%

Faster revenue growth than 49% of similar nonprofits.

<$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$4,531

Down $535 (-11%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Down

$4,531

Down $535 (-11%) from 2017

Revenue

Down

$1,000

Down $20 (-2.0%) from 2017

Expenses

Up

$1,535

Up $825 (+116%) from 2017

Net Income

Down

-$535

Down $845 (-273%) from 2017

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0K$6.0K$4.0K$2.0K$0Assets 2010: $691Liabilities 2010: $0Net Assets 2010: $6912010Assets 2011: $2,421Liabilities 2011: $0Net Assets 2011: $2,4212011Assets 2012: $2,611Liabilities 2012: $0Net Assets 2012: $2,6112012Assets 2013: $4,534Liabilities 2013: $0Net Assets 2013: $4,5342013Assets 2014: $6,795Liabilities 2014: $0Net Assets 2014: $6,7952014Assets 2015: $3,578Liabilities 2015: $0Net Assets 2015: $3,5782015Assets 2016: $4,756Liabilities 2016: $0Net Assets 2016: $4,7562016Assets 2017: $5,066Liabilities 2017: $0Net Assets 2017: $5,0662017Assets 2018: $4,531Liabilities 2018: $0Net Assets 2018: $4,5312018

Highlighted filing

2018

Assets$4,531
Liabilities$0
Net Assets$4,531

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$15K$10K$5.0K$0-$5.0KExpenses 2010: $4,4072010Expenses 2011: $2,1702011Expenses 2012: $4602012Expenses 2013: $5,3942013Revenue 2014: $4,000Expenses 2014: $1,739Net Income 2014: $2,2612014Revenue 2015: $12,701Expenses 2015: $15,918Net Income 2015: -$3,2172015Revenue 2016: $1,980Expenses 2016: $802Net Income 2016: $1,1782016Revenue 2017: $1,020Expenses 2017: $710Net Income 2017: $3102017Revenue 2018: $1,000Expenses 2018: $1,535Net Income 2018: -$5352018

Highlighted filing

2018

Revenue$1,000
Expenses$1,535
Net Income-$535

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Sep 27, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CONSTANCE HELDMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Constance L Heldman Foundation
EIN
94-3367445
Phone
4158898784
Address
155 SAINT THOMAS WAY, TIBURON, CA 94920

Signing Officer

Name
Constance Heldman
Title
Director
Signed
2018-09-27
Discuss with paid preparer
Yes

Preparer

Firm
PEROTTI AND CARRADE CPAs
Address
1100 LARKSPUR LNDNG CIR 358, LARKSPUR, CA 94939
Preparer
Denis E Carrade
Phone
4154618500
Raw XML Appendix195 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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ReturnHeader/PreparerPersonGrp/PhoneNum04154618500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENIS E CARRADE
ReturnHeader/ReturnTs02018-09-27T06:42:11-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

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