Civic Intelligence

Herdrich 1985 Charitable Trust

990PF • Fiscal year 2015 • EIN 13-6855419

Dec 01, 2014 to Nov 30, 2015

Organization Profile
Bloomington, IN
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

21st percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

97th percentile

92%

Higher net margin than 97% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

98th percentile

261%

Faster asset growth than 98% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

99th percentile

3494%

Faster revenue growth than 99% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$4,085,457

Up $2,955,272 (+261%) from 2014

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin97th percentile

Revenue

Up

$5,634,075

Up $5,477,330 (+3494%) from 2014

Expenses

Down

$446,336

Down $114,014 (-20%) from 2014

Net Income

Up

$5,187,739

Up $5,591,344 (+1385%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,995,167Liabilities 2011: $02011Assets 2012: $1,835,066Liabilities 2012: $02012Assets 2013: $1,533,393Liabilities 2013: $02013Assets 2014: $1,130,185Liabilities 2014: $02014Assets 2015: $4,085,457Liabilities 2015: $02015Assets 2016: $7,414,106Liabilities 2016: $0Net Assets 2016: $7,414,1062016Assets 2017: $7,437,443Liabilities 2017: $0Net Assets 2017: $7,437,4432017Assets 2018: $5,515,095Liabilities 2018: $0Net Assets 2018: $5,515,0952018

Highlighted filing

2015

Assets$4,085,457
Liabilities$0
Net Assets-
Open 2015 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $301,768Expenses 2011: $582,398Net Income 2011: -$280,6302011Revenue 2012: $420,698Expenses 2012: $585,286Net Income 2012: -$164,5882012Revenue 2013: $93,790Expenses 2013: $423,913Net Income 2013: -$330,1232013Revenue 2014: $156,745Expenses 2014: $560,350Net Income 2014: -$403,6052014Revenue 2015: $5,634,075Expenses 2015: $446,336Net Income 2015: $5,187,7392015Revenue 2016: $7,194,718Expenses 2016: $376,168Net Income 2016: $6,818,5502016Revenue 2017: $648,832Expenses 2017: $625,886Net Income 2017: $22,9462017Revenue 2018: $450,125Expenses 2018: $2,372,473Net Income 2018: -$1,922,3482018

Highlighted filing

2015

Revenue$5,634,075
Expenses$446,336
Net Income$5,187,739
Open 2015 Filing
Filing Detail Status

This 2015 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2018)
Jump To
Filing Snapshot
Filing Period
Dec 1, 2014 to Nov 30, 2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$4,085,457
Liabilities
$0
Net assets
-
Revenue
$5,634,075
Expenses
$446,336
Net income
$5,187,739
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$0.45$2.37$1.92
2017Detailed filing. Detailed filing data is available for this year.$7.44$0.00$7.44$0.65$0.63$0.02
2016Detailed filing. Detailed filing data is available for this year.$7.41$0.00$7.41$7.19$0.38$6.82
2015Summary only. Only limited summary data is available for this year.$4.09$0.00$5.63$0.45$5.19
2014Summary only. Only limited summary data is available for this year.$1.13$0.00$0.16$0.56$0.40
2013Summary only. Only limited summary data is available for this year.$1.53$0.00$0.09$0.42$0.33
2012Summary only. Only limited summary data is available for this year.$1.84$0.00$0.42$0.59$0.16
2011Summary only. Only limited summary data is available for this year.$2.00$0.00$0.30$0.58$0.28
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • $5M-$10M nonprofits