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SALES AND MARKETING HEURISTICS, LLC

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Company Details

Name: SALES AND MARKETING HEURISTICS, LLC
Jurisdiction: Idaho
Legal type: Limited Liability Company (D)
Status: Active-Existing
Date of registration: 29 Sep 2017 (8 years ago)
Financial Date End: 30 Sep 2025
Entity Number: 573208
Place of Formation: IDAHO
File Number: 573208
ZIP code: 83702
County: Ada County
Principal Address: STE #100 222 NORTH 13TH STREET BOISE, ID 83702

Manager

Name Role Address Appointed On Resigned On
Derik Ellis Manager 222 N 13TH STREET, BOISE, ID 83702 2020-09-14 No data
Nicolas H Kawaguchi Manager 222 N. 13TH STREET, BOISE, ID 83702 2023-08-14 2023-08-14

Agent

Name Role Address
Derik A Ellis Agent 3086 S GEKELER LANE, BOISE, ID 83706

U.S. Small Business Administration Profile

The U.S. Small Business Administration (SBA) helps Americans start, grow, and build resilient businesses.

Note: SBA was created in 1953 as an independent agency of the federal government to aid, counsel, assist and protect the interests of small business concerns; preserve free competitive enterprise; and maintain and strengthen the overall economy of our nation. SBA reviews Congressional and testifies on behalf of small businesses. It assesses the impact of regulatory burden on small businesses.

Phone Number:
E-mail Address:
Contact Person:
MOLLY LENTY
Ownership and Self-Certifications:
Self-Certified Small Disadvantaged Business, Veteran
User ID:
P2463469
Trade Name:
VESSEL

Unique Entity ID

A UEI is a government-provided number, like a tax ID number, that’s used to identify businesses eligible for federal grants, awards and contracts.

Note: In April 2022, the federal government replaced its old identifier of choice, the Data Universal Numbering System (DUNS) number, with a government-issued UEI. Now all the federal government’s Integrated Award Environment systems use UEI numbers instead of DUNS numbers. So any entity doing business with the federal government must register for a UEI.

CAGE Code:
8K3U1
UEI Expiration Date:
2021-04-15

Business Information

Doing Business As:
SMHEURISTICS
Activation Date:
2020-05-01
Initial Registration Date:
2020-04-13

Filing

Filing Name Filing Number Filing date
Change of Registered Office/Agent/Both (by Entity) 0005981153 2024-11-14
Annual Report 0005927762 2024-10-04
Amendment to Certificate 0005829178 2024-07-25
Annual Report 0005362658 2023-08-14
Annual Report 0004870805 2022-08-26

USAspending Awards / Financial Assistance

Date:
2024-02-15
Awarding Agency Name:
Small Business Administration
Transaction Description:
AWARDTYPE: GUARANTEED/INSURED LOANS ACTIVITIES TO BE PERFORMED: TO PROVIDE GUARANTEED LOANS FROM LENDERS TO ELIGIBLE FOR PROFIT SMALL BUSINESSES WHICH ARE UNABLE TO OBTAIN FINANCING IN THE PRIVATE CREDIT MARKETPLACE BUT CAN DEMONSTRATE AN ABILITY TO REPAY LOANS IF GRANTED, IN A TIMELY MANNER. THE SBA GUARANTEES 7(A) PROGRAM LOANS THROUGH VARIOUS LOAN PROCESSING METHODS INCLUDING: (1) STANDARD 7(A) LOANS; (2) 7(A) SMALL LOANS; (3) SBAEXPRESS LOANS; (4) CAPLINE LOANS; (5) THE QUALIFIED EMPLOYEE TRUSTS (ESOP); (6) EXPORT EXPRESS; (7)EXPORT WORKING CAPITAL PROGRAM (EWCP); (8) INTERNATIONAL TRADE, AND (9) PILOT (TEMPORARY) PROGRAMS. DELIVERABLES: LOAN GUARANTEES EXPECTED OUTCOMES: TO PROVIDE GUARANTEED LOANS FROM LENDERS TO ELIGIBLE FOR PROFIT SMALL BUSINESSES AND, IN CERTAIN CIRCUMSTANCES, TO QUALIFIED EMPLOYEE TRUSTS (ESOPS). INTENDED BENEFICIARIES: SMALL BUSINESSES SUBRECIPIENT ACTIVITIES: NA
Obligated Amount:
0.00
Face Value Of Loan:
200000.00
Total Face Value Of Loan:
200000.00
Date:
2021-03-25
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
0.00
Face Value Of Loan:
150000.00
Total Face Value Of Loan:
500000.00
Date:
2021-01-23
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
46357.00
Total Face Value Of Loan:
46357.00
Date:
2020-04-27
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
30622.46
Total Face Value Of Loan:
30622.46
Date:
2019-03-25
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES WHICH ARE UNABLE TO OBTAIN FINANCING IN THE PRIVATE CREDIT MARKETPLACE
Obligated Amount:
0.00
Face Value Of Loan:
25000.00
Total Face Value Of Loan:
25000.00

Trademarks Section

Serial Number:
90366783
Mark:
SMH HEALTH
Status:
Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2020-12-08
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
SMH HEALTH

Goods And Services

For:
Business management services, namely, managing logistics, reverse logistics, supply chain services, supply chain visibility and synchronization, supply and demand forecasting and product distribution processes for others; Wholesale store services for pharmaceutical, veterinary and sanitary preparati...
International Classes:
035 - Primary Class
Class Status:
ACTIVE
Serial Number:
98512064
Mark:
VESSEL
Status:
An Office action suspending further action on the application has been sent (issued) to the applicant. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2024-04-22
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
VESSEL

Goods And Services

For:
Business consulting services in the field of supply chain, operations, specialized technologies, logistics consulting, customer relationship management, and manufacturing services; Supply chain management services; Business management services, namely, managing logistics, reverse logistics, supply c...
First Use:
2021-12-28
International Classes:
035 - Primary Class
Class Status:
ACTIVE
Serial Number:
98512080
Mark:
SCHEMA
Status:
Abandoned after an inter partes decision by the Trademark Trial and Appeal Board. For further information, see TTABVUE on the Trademark Trial and Appeal Board web page.
Mark Type:
Service Mark
Application Filing Date:
2024-04-22
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
SCHEMA

Goods And Services

For:
Software as a service (SAAS) services featuring software for use in manufacturing logistics, manufacturing logistics evaluation, data analysis and reporting, and customer relationship management integration
First Use:
2023-05-26
International Classes:
042 - Primary Class
Class Status:
ABANDONED
Serial Number:
98512072
Mark:
AZIMUTH
Status:
Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2024-04-22
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
AZIMUTH

Goods And Services

For:
Software as a service (SAAS) services featuring software for supply chain management and optimization in manufacturing, data analysis, including metrics, heatmaps, risk assessments, workflows, and software for use in manufacturing industry.
International Classes:
042 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Date Approved:
2021-01-22
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
46357
Current Approval Amount:
46357
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Veteran
Forgiveness Amount:
46637.68
Date Approved:
2020-04-27
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
30622.46
Current Approval Amount:
30622.46
Race:
Asian
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Veteran
Forgiveness Amount:
30809.55

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Date of last update: 04 Jul 2025

Sources: Idaho Secretary of State