Civic Intelligence

Heron Foundation

EIN 95-4581174 • Santa Monica, CA

2401 Main StreetSanta Monica, CA 90405
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

<$500k nonprofits • Source year 2022

Asset Growth

22nd percentile

-36%

Faster asset growth than 22% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$0

Down $87 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $87 (-100%) from 2022

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2022

Expenses

Up

$87

Up $37 (+74%) from 2022

Net Income

Down

-$87

Down $37 (-74%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

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

$400$300$200$100$0Assets 2011: $332Liabilities 2011: $0Net Assets 2011: $3322011Assets 2012: $302Liabilities 2012: $0Net Assets 2012: $3022012Assets 2013: $272Liabilities 2013: $0Net Assets 2013: $2722013Assets 2014: $262Liabilities 2014: $0Net Assets 2014: $2622014Assets 2015: $252Liabilities 2015: $0Net Assets 2015: $2522015Assets 2016: $222Liabilities 2016: $0Net Assets 2016: $2222016Assets 2017: $212Liabilities 2017: $0Net Assets 2017: $2122017Assets 2018: $182Liabilities 2018: $0Net Assets 2018: $1822018Assets 2019: $172Liabilities 2019: $0Net Assets 2019: $1722019Assets 2020: $137Liabilities 2020: $0Net Assets 2020: $1372020Assets 2021: $137Liabilities 2021: $0Net Assets 2021: $1372021Assets 2022: $87Liabilities 2022: $0Net Assets 2022: $872022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100$50$0-$50-$100Expenses 2011: $102011Expenses 2012: $302012Revenue 2013: $0Expenses 2013: $30Net Income 2013: -$302013Revenue 2014: $0Expenses 2014: $10Net Income 2014: -$102014Revenue 2015: $0Expenses 2015: $10Net Income 2015: -$102015Revenue 2016: $0Expenses 2016: $30Net Income 2016: -$302016Revenue 2017: $0Expenses 2017: $10Net Income 2017: -$102017Revenue 2018: $0Expenses 2018: $30Net Income 2018: -$302018Revenue 2019: $0Expenses 2019: $10Net Income 2019: -$102019Revenue 2020: $0Expenses 2020: $35Net Income 2020: -$352020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $0Expenses 2022: $50Net Income 2022: -$502022Revenue 2023: $0Expenses 2023: $87Net Income 2023: -$872023

Highlighted filing

2023

Revenue$0
Expenses$87
Net Income-$87
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$87
Net income
-$87
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0$0$0$0$87$87
2022Detailed filing. Detailed filing data is available for this year.$87$0$87$0$50$50
2021Detailed filing. Detailed filing data is available for this year.$137$0$137$0$0$0
2020Detailed filing. Detailed filing data is available for this year.$137$0$137$0$35$35
2019Detailed filing. Detailed filing data is available for this year.$172$0$172$0$10$10
2018Detailed filing. Detailed filing data is available for this year.$182$0$182$0$30$30
2017Detailed filing. Detailed filing data is available for this year.$212$0$212$0$10$10
2016Detailed filing. Detailed filing data is available for this year.$222$0$222$0$30$30
2015Detailed filing. Detailed filing data is available for this year.$252$0$252$0$10$10
2014Detailed filing. Detailed filing data is available for this year.$262$0$262$0$10$10
2013Detailed filing. Detailed filing data is available for this year.$272$0$272$0$30$30
2012Detailed filing. Detailed filing data is available for this year.$302$0$302$30
2011Detailed filing. Detailed filing data is available for this year.$332$0$332$10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 18, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARRISON FORDPresident-$0--
BRIAN MURPHYC.F.O.-$0--
Filing and Contact Details

Filer

Filer Name
Heron Foundation
EIN
95-4581174
Phone
3103967000
Address
2401 MAIN STREET, SANTA MONICA, CA 90405

Signing Officer

Name
Brian Murphy
Title
CFO
Signed
2024-11-18
Discuss with paid preparer
Yes

Preparer

Firm
Murphy & Kress Inc
Address
2401 Main Street, Santa Monica, CA 90405
Preparer
Yury Merrit CPA
Phone
3103967000
Raw XML Appendix161 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
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DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt1HARISSON FORD
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt025
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt162
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0RRF-1 Fee
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IRS990PF/FinalReturnInd0X
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1C.F.O.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02401 MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12401 MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SANTA MONICA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SANTA MONICA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1904053515
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SANTA MONICA
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MURPHY & KRESS
IRS990PF/StatementsRegardingActyGrp/PhoneNum03103967000
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LiquidationExplanationStmt/ExplanationTxt0The foundation has filed dissolution paperwork with the secretary of state on 5/16/24.The foundation has no assets as of 12/31/23.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt062
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0RRF-1 FEE
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN MURPHY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HERO
ReturnHeader/Filer/EIN0954581174
ReturnHeader/Filer/PhoneNum03103967000
ReturnHeader/Filer/USAddress/AddressLine1Txt02401 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0SANTA MONICA
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ReturnHeader/Filer/USAddress/ZIPCd090405
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953908952
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02401 Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Monica
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090405
ReturnHeader/PreparerPersonGrp/PhoneNum03103967000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0YURY MERRIT CPA
ReturnHeader/ReturnTs02024-11-18T17:11:51-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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