Civic Intelligence

Bernard Heerey Family Foundation

EIN 14-1840613 • Chicago, IL

1 N Lasalle Street Suite 1100Chicago, IL 60602-3904
Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.01x

Higher debt load relative to revenue than 19% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Net Margin

50th percentile

5.9%

Higher net margin than 50% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$630,997

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

$50M-$100M nonprofits • Source year 2024

Asset Growth

30th percentile

0.7%

Faster asset growth than 30% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

11%

Faster revenue growth than 55% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$56,333,520

Up $404,491 (+0.7%) from 2023

Liabilities

Down

$73,900

Down $100 (-0.1%) from 2023

Net Assets

Up

$56,259,620

Up $404,591 (+0.7%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin50th percentile

Revenue

Up

$6,583,032

Up $677,540 (+11%) from 2023

Expenses

Up

$6,194,940

Up $873,647 (+16%) from 2023

Net Income

Down

$388,092

Down $196,107 (-34%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$60M$40M$20M$0Assets 2011: $52,310,615Liabilities 2011: $132,5922011Assets 2012: $51,886,704Liabilities 2012: $150,0172012Assets 2013: $51,772,579Liabilities 2013: $147,2722013Assets 2014: $52,225,095Liabilities 2014: $181,8222014Assets 2015: $52,541,407Liabilities 2015: $152,0872015Assets 2019: $49,160,665Liabilities 2019: $76,9202019Assets 2020: $52,471,399Liabilities 2020: $61,370Net Assets 2020: $52,410,0292020Assets 2021: $55,338,272Liabilities 2021: $76,370Net Assets 2021: $55,261,9022021Assets 2022: $55,359,202Liabilities 2022: $74,000Net Assets 2022: $55,285,2022022Assets 2023: $55,929,029Liabilities 2023: $74,000Net Assets 2023: $55,855,0292023Assets 2024: $56,333,520Liabilities 2024: $73,900Net Assets 2024: $56,259,6202024

Highlighted filing

2024

Assets$56,333,520
Liabilities$73,900
Net Assets$56,259,620
Open 2024 Filing

Operations Trend

Revenue Growth55th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $3,065,773Expenses 2011: $4,019,757Net Income 2011: -$953,9842011Revenue 2012: $3,878,781Expenses 2012: $4,325,618Net Income 2012: -$446,8372012Revenue 2013: $4,633,147Expenses 2013: $4,728,619Net Income 2013: -$95,4722013Revenue 2014: $5,577,597Expenses 2014: $5,155,386Net Income 2014: $422,2112014Revenue 2015: $5,399,331Expenses 2015: $5,057,450Net Income 2015: $341,8812015Revenue 2019: $3,139,878Expenses 2019: $5,303,688Net Income 2019: -$2,163,8102019Revenue 2020: $8,742,297Expenses 2020: $5,417,520Net Income 2020: $3,324,7772020Revenue 2021: $8,739,392Expenses 2021: $5,871,483Net Income 2021: $2,867,9092021Revenue 2022: $6,195,165Expenses 2022: $6,195,559Net Income 2022: -$3942022Revenue 2023: $5,905,492Expenses 2023: $5,321,293Net Income 2023: $584,1992023Revenue 2024: $6,583,032Expenses 2024: $6,194,940Net Income 2024: $388,0922024

Highlighted filing

2024

Revenue$6,583,032
Expenses$6,194,940
Net Income$388,092
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,333,520
Liabilities
$73,900
Net assets
$56,259,620
Revenue
$6,583,032
Expenses
$6,194,940
Net income
$388,092
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$56.3$0.07$56.3$6.58$6.19$0.39
2023Detailed filing. Detailed filing data is available for this year.$55.9$0.07$55.9$5.91$5.32$0.58
2022Detailed filing. Detailed filing data is available for this year.$55.4$0.07$55.3$6.20$6.20$0.00
2021Detailed filing. Detailed filing data is available for this year.$55.3$0.08$55.3$8.74$5.87$2.87
2020Detailed filing. Detailed filing data is available for this year.$52.5$0.06$52.4$8.74$5.42$3.32
2019Summary only. Only limited summary data is available for this year.$49.2$0.08$3.14$5.30$2.16
2015Summary only. Only limited summary data is available for this year.$52.5$0.15$5.40$5.06$0.34
2014Summary only. Only limited summary data is available for this year.$52.2$0.18$5.58$5.16$0.42
2013Summary only. Only limited summary data is available for this year.$51.8$0.15$4.63$4.73$0.10
2012Summary only. Only limited summary data is available for this year.$51.9$0.15$3.88$4.33$0.45
2011Summary only. Only limited summary data is available for this year.$52.3$0.13$3.07$4.02$0.95
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JORDAN A GREYSenior Vice President, Asst TreasurerPT$630,997-$630,997
THOMAS E BALTZVice President, Asst. SecretaryPT$617,089-$617,089
NATHANIEL I GREYManaging Trustee, Director, PresidentPT$184,759-$184,759
CHARLES E DOBRUSINDirector-$0--
MARTIN D KERPELDirector-$0--
LILLIAN T LICHENIAKSecretary, TreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Bernard Heerey Family Foundation
EIN
14-1840613
Phone
3127822610
Address
1 N LASALLE STREET SUITE 1100, CHICAGO, IL 60602-3904

Signing Officer

Name
Jordan a Grey
Title
Managing Trustee
Phone
3127822610
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Sorren Inc
Address
230 W MONROE STREET SUITE 2300, CHICAGO, IL 60606-5014
Preparer
Mark T Jason
Phone
3127824710
Raw XML AppendixShowing 400 of 3,346 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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DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1552021-11-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1562021-11-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1572021-11-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1582021-11-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1592021-11-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1602021-11-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1612006-01-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1622022-08-16
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1632022-08-16
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1642022-11-09
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1652022-11-15
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1662022-11-15
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1672022-11-15
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1682022-11-15
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1692022-11-15
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1702022-02-28
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1712022-08-10
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1722023-05-15
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1732023-07-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1742023-08-07
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1752023-04-17
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1762023-04-14
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1772023-05-04
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1782023-06-08
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1792023-01-23
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1802023-11-30
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1812024-06-26
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1822024-12-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1832024-12-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1842024-12-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1852024-12-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1862024-05-06
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1872024-12-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1882024-12-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1892024-12-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1902024-12-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt1912024-12-31
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