Civic Intelligence

Constance L Heldman Foundation High Hopes Foundation

990PF • Fiscal year 2016 • EIN 94-3367445

Jun 01, 2015 to May 31, 2016 • Filed on Nov 28, 2016

155 Saint Thomas WayTiburon, CA 94920

(415) 889-8784

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

94th percentile

59%

Higher net margin than 94% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

82nd percentile

33%

Faster asset growth than 82% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-84%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$4,756

Up $1,178 (+33%) from 2015

Net Assets

Up

$4,756

Up $1,178 (+33%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$1,980

Down $10,721 (-84%) from 2015

Expenses

Down

$802

Down $15,116 (-95%) from 2015

Net Income

Up

$1,178

Up $4,395 (+137%) from 2015

Historical Trend

Balance Sheet Trend

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

$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

2016

Assets$4,756
Liabilities$0
Net Assets$4,756

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$1,980
Expenses$802
Net Income$1,178
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Nov 28, 2016
Return Version
2015v2.0
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
2016-11-28
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 Appendix189 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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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HIGH HOPES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CONS
ReturnHeader/Filer/EIN0943367445
ReturnHeader/Filer/PhoneNum04158898784
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ReturnHeader/Filer/USAddress/CityNm0TIBURON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094920
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PEROTTI AND CARRADE CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01100 LARKSPUR LNDNG CIR 358
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LARKSPUR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094939
ReturnHeader/PreparerPersonGrp/PhoneNum04154618500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENIS E CARRADE
ReturnHeader/ReturnTs02016-11-28T08:00:03-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

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