Civic Intelligence

The Sally M and Stephen Herman Foundation Inc

990PF • Fiscal year 2013 • EIN 20-1817835

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 22, 2014

Organization Profile
PO Box 599420016

(301) 340-2020

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

38th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

2nd percentile

-381%

Higher net margin than 2% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

23rd percentile

-4.5%

Faster asset growth than 23% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

42nd percentile

0.8%

Faster revenue growth than 42% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$753,235

Down $35,364 (-4.5%) from 2012

Net Assets

$753,235

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin2nd percentile

Revenue

Up

$9,278

Up $74 (+0.8%) from 2012

Expenses

Down

$44,642

Down $1,763 (-3.8%) from 2012

Net Income

Up

-$35,364

Up $1,837 (+4.9%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$1.0M$500K$0Assets 2011: $825,800Liabilities 2011: $0Net Assets 2011: $825,8002011Assets 2012: $788,599Liabilities 2012: $12012Assets 2013: $753,235Liabilities 2013: $0Net Assets 2013: $753,2352013Assets 2014: $732,445Liabilities 2014: $0Net Assets 2014: $732,4452014Assets 2015: $399,803Liabilities 2015: $0Net Assets 2015: $399,8032015Assets 2016: $350,302Liabilities 2016: $0Net Assets 2016: $350,3022016Assets 2017: $450,084Liabilities 2017: $0Net Assets 2017: $450,0842017Assets 2018: $397,740Liabilities 2018: $0Net Assets 2018: $397,7402018Assets 2019: $354,705Liabilities 2019: $0Net Assets 2019: $354,7052019Assets 2020: $303,718Liabilities 2020: $0Net Assets 2020: $303,7182020Assets 2021: $234,520Liabilities 2021: $0Net Assets 2021: $234,5202021Assets 2022: $188,095Liabilities 2022: $0Net Assets 2022: $188,0952022Assets 2023: $161,471Liabilities 2023: $0Net Assets 2023: $161,4712023Assets 2024: $156,925Liabilities 2024: $0Net Assets 2024: $156,9252024

Highlighted filing

2013

Assets$753,235
Liabilities$0
Net Assets$753,235
Open 2013 Filing

Operations Trend

Revenue Growth42nd percentile

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

$400K$200K$0-$200KExpenses 2011: $49,7932011Revenue 2012: $9,204Expenses 2012: $46,405Net Income 2012: -$37,2012012Revenue 2013: $9,278Expenses 2013: $44,642Net Income 2013: -$35,3642013Revenue 2014: $9,830Expenses 2014: $30,620Net Income 2014: -$20,7902014Revenue 2015: $86,317Expenses 2015: $123,910Net Income 2015: -$37,5932015Revenue 2016: $64,862Expenses 2016: $65,133Net Income 2016: -$2712016Revenue 2017: $268,212Expenses 2017: $72,971Net Income 2017: $195,2412017Revenue 2018: $123,520Expenses 2018: $129,290Net Income 2018: -$5,7702018Revenue 2019: $22,845Expenses 2019: $65,880Net Income 2019: -$43,0352019Revenue 2020: $365,427Expenses 2020: $106,845Net Income 2020: $258,5822020Revenue 2021: $32,914Expenses 2021: $150,026Net Income 2021: -$117,1122021Revenue 2022: $40,135Expenses 2022: $129,554Net Income 2022: -$89,4192022Revenue 2023: $42,133Expenses 2023: $106,635Net Income 2023: -$64,5022023Revenue 2024: $42,240Expenses 2024: $91,350Net Income 2024: -$49,1102024

Highlighted filing

2013

Revenue$9,278
Expenses$44,642
Net Income-$35,364
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 22, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN A HERMANPresident-$0--
SALLY M HERMANSecretary/Treasurer-$0--
Filing and Contact Details

Filer

EIN
20-1817835
Phone
3013402020

Signing Officer

Name
Sally M Herman
Title
Secretary
Phone
3013402020
Signed
2014-03-22
Discuss with paid preparer
Yes

Preparer

Preparer
David B Torchinsky
Phone
3013402020
Raw XML Appendix299 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm02000 SHARES JOHNSON & JOHNSON COMMON STOCK
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt012530
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11THE FUND FOR JOHNS HOPKINS MEDICINE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11100 NORTH CHARLES STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12580 MASSIE ROAD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2CHARLOTTESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode002139
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode121201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode222903
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt043000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt041047
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt041047
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03738
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04982
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03283
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt013956
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01953
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03738
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04982
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03283
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt043000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01953
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt013956
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012003
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SALLY M HERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum03013402020
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-03-22
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE SALLY M AND STEPHEN A HERMAN
ReturnHeader/Filer/BusinessName/BusinessNameLine20FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SALL
ReturnHeader/Filer/EIN0201817835
ReturnHeader/Filer/PhoneNum03013402020
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 5994
ReturnHeader/Filer/USAddress/City0WASHINGTON
ReturnHeader/Filer/USAddress/State0DC
ReturnHeader/Filer/USAddress/ZIPCode020016
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521129904
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10STEIN SPERLING ET AL PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1025 WEST MIDDLE LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0ROCKVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode020850
ReturnHeader/PreparerPersonGrp/PhoneNum03013402020
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID B TORCHINSKY
ReturnHeader/ReturnTs02014-04-06T15:44:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$753,235
Liabilities
$0
Net assets
$753,235
Revenue
$9,278
Expenses
$44,642
Net income
-$35,364
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.42$0.91$0.49
2023Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.42$1.07$0.65
2022Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.40$1.30$0.89
2021Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.33$1.50$1.17
2020Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$3.65$1.07$2.59
2019Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.23$0.66$0.43
2018Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$1.24$1.29$0.06
2017Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$2.68$0.73$1.95
2016Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.65$0.65$0.00
2015Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.86$1.24$0.38
2014Detailed filing. Detailed filing data is available for this year.$7.32$0.00$7.32$0.10$0.31$0.21
2013Detailed filing. Detailed filing data is available for this year.$7.53$0.00$7.53$0.09$0.45$0.35
2012Summary only. Only limited summary data is available for this year.$7.89$0.00$0.09$0.46$0.37
2011Detailed filing. Detailed filing data is available for this year.$8.26$0.00$8.26$0.50
Peer Organizations

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