Civic Intelligence

The David M Hermann Foundation Inc

990PF • Fiscal year 2023 • EIN 20-0265655

Oct 01, 2022 to Sep 30, 2023 • Filed on Feb 24, 2024

Organization Profile
30 Maryeanna DriveSandy Springs, GA 30342

(404) 310-0100

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

4th percentile

-411%

Higher net margin than 4% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

27th percentile

-14%

Faster asset growth than 27% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

18th percentile

-33%

Faster revenue growth than 18% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$213,888

Down $33,626 (-14%) from 2022

Net Assets

Down

$213,888

Down $33,626 (-14%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin4th percentile

Revenue

Down

$8,182

Down $4,024 (-33%) from 2022

Expenses

Down

$41,808

Down $272 (-0.6%) from 2022

Net Income

Down

-$33,626

Down $3,752 (-13%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$400K$300K$200K$100K$0Assets 2011: $294,173Liabilities 2011: $02011Assets 2012: $268,397Liabilities 2012: $02012Assets 2013: $244,149Liabilities 2013: $02013Assets 2014: $215,097Liabilities 2014: $02014Assets 2015: $191,769Liabilities 2015: $02015Assets 2016: $154,092Liabilities 2016: $0Net Assets 2016: $154,0922016Assets 2017: $119,033Liabilities 2017: $0Net Assets 2017: $119,0332017Assets 2018: $84,360Liabilities 2018: $0Net Assets 2018: $84,3602018Assets 2019: $352,344Liabilities 2019: $0Net Assets 2019: $352,3442019Assets 2020: $309,917Liabilities 2020: $0Net Assets 2020: $309,9172020Assets 2021: $277,388Liabilities 2021: $0Net Assets 2021: $277,3882021Assets 2022: $247,514Liabilities 2022: $0Net Assets 2022: $247,5142022Assets 2023: $213,888Liabilities 2023: $0Net Assets 2023: $213,8882023Assets 2024: $277,951Liabilities 2024: $0Net Assets 2024: $277,9512024Assets 2025: $243,914Liabilities 2025: $0Net Assets 2025: $243,9142025

Highlighted filing

2023

Assets$213,888
Liabilities$0
Net Assets$213,888
Open 2023 Filing

Operations Trend

Revenue Growth18th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $1,813Expenses 2011: $26,613Net Income 2011: -$24,8002011Revenue 2012: $12,454Expenses 2012: $33,221Net Income 2012: -$20,7672012Revenue 2013: $12,105Expenses 2013: $33,137Net Income 2013: -$21,0322013Revenue 2014: $11,905Expenses 2014: $38,062Net Income 2014: -$26,1572014Revenue 2015: $10,161Expenses 2015: $38,926Net Income 2015: -$28,7652015Revenue 2016: $10,368Expenses 2016: $37,757Net Income 2016: -$27,3892016Revenue 2017: $4,109Expenses 2017: $38,288Net Income 2017: -$34,1792017Revenue 2018: $3,536Expenses 2018: $37,775Net Income 2018: -$34,2392018Revenue 2019: $308,210Expenses 2019: $39,631Net Income 2019: $268,5792019Revenue 2020: $11,579Expenses 2020: $53,795Net Income 2020: -$42,2162020Revenue 2021: $11,027Expenses 2021: $43,801Net Income 2021: -$32,7742021Revenue 2022: $12,206Expenses 2022: $42,080Net Income 2022: -$29,8742022Revenue 2023: $8,182Expenses 2023: $41,808Net Income 2023: -$33,6262023Revenue 2024: $99,801Expenses 2024: $41,836Net Income 2024: $57,9652024Revenue 2025: $8,634Expenses 2025: $42,671Net Income 2025: -$34,0372025

Highlighted filing

2023

Revenue$8,182
Expenses$41,808
Net Income-$33,626
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Feb 24, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID M HERMANNDirector/Pres/Sec/TreasPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCARRIE STEELE-PITTS HOME INCGRANT FOR TUTORIAL SERVICESPCATLANTA, GA, US$20,000
Paid GrantLAMP MINISTRIES INCMISCELLANEOUS SERVICESPCGAINSVILLE, GA, US$20,000
Filing and Contact Details

Filer

Filer Name
The David M Hermann Foundation Inc
EIN
20-0265655
Phone
4043100100
Address
30 MARYEANNA DRIVE, SANDY SPRINGS, GA 30342

Signing Officer

Name
David M Herman
Title
Officer
Phone
4043100100
Signed
2024-02-24
Discuss with paid preparer
Yes

Preparer

Firm
Aprio Llp
Address
2002 SUMMIT BOULEVARD SUITE 120, ATLANTA, GA 30319
Preparer
Stacy Cullen
Phone
4048929651
Raw XML Appendix285 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt066731
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MORGAN STANLEY INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt060631
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt04676
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt020065
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt030357
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt030357
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0138464
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt029218
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt027692
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt027723
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt033766
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt020065
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt029218
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0168821
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0139603
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01667
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MORGAN STANLEY INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01667
TaxesSchedule/TaxesDetail/Amt0141
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0141
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID M HERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum04043100100
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DAVID M HERMANN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0200265655
ReturnHeader/Filer/PhoneNum04043100100
ReturnHeader/Filer/USAddress/AddressLine1Txt030 MARYEANNA DRIVE
ReturnHeader/Filer/USAddress/CityNm0SANDY SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030342
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0571157523
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0APRIO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02002 SUMMIT BOULEVARD SUITE 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030319
ReturnHeader/PreparerPersonGrp/PhoneNum04048929651
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STACY CULLEN
ReturnHeader/ReturnTs02024-02-28T12:31:14-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HERMAN
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$213,888
Liabilities
$0
Net assets
$213,888
Revenue
$8,182
Expenses
$41,808
Net income
-$33,626
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.09$0.43$0.34
2024Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$1.00$0.42$0.58
2023Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.08$0.42$0.34
2022Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.12$0.42$0.30
2021Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.11$0.44$0.33
2020Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.12$0.54$0.42
2019Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$3.08$0.40$2.69
2018Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.04$0.38$0.34
2017Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.04$0.38$0.34
2016Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.10$0.38$0.27
2015Summary only. Only limited summary data is available for this year.$1.92$0.00$0.10$0.39$0.29
2014Summary only. Only limited summary data is available for this year.$2.15$0.00$0.12$0.38$0.26
2013Summary only. Only limited summary data is available for this year.$2.44$0.00$0.12$0.33$0.21
2012Summary only. Only limited summary data is available for this year.$2.68$0.00$0.12$0.33$0.21
2011Summary only. Only limited summary data is available for this year.$2.94$0.00$0.02$0.27$0.25