Civic Intelligence

The Kathryn M and Ronald J Herman Jr

EIN 20-6432249 • Fairfield, CT

4 Fence Row DriveFairfield, CT 06824
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

52nd percentile

2.3%

Higher net margin than 52% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

61st percentile

2.7%

Faster asset growth than 61% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

244%

Faster revenue growth than 95% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$1,626

Up $42 (+2.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,626

Up $42 (+2.7%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin52nd percentile

Revenue

Up

$1,842

Up $1,306 (+244%) from 2023

Expenses

Up

$1,800

Up $15 (+0.8%) from 2023

Net Income

Up

$42

Up $1,291 (+103%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$150K$100K$50K$0Assets 2011: $13,437Liabilities 2011: $02011Assets 2012: $38,669Liabilities 2012: $12012Assets 2013: $18,309Liabilities 2013: $0Net Assets 2013: $18,3092013Assets 2014: $720Liabilities 2014: $0Net Assets 2014: $7202014Assets 2015: $125,673Liabilities 2015: $0Net Assets 2015: $125,6732015Assets 2016: $141,261Liabilities 2016: $0Net Assets 2016: $141,2612016Assets 2017: $50,247Liabilities 2017: $0Net Assets 2017: $50,2472017Assets 2018: $38,812Liabilities 2018: $0Net Assets 2018: $38,8122018Assets 2019: $13,101Liabilities 2019: $0Net Assets 2019: $13,1012019Assets 2020: $5,217Liabilities 2020: $0Net Assets 2020: $5,2172020Assets 2021: $10,170Liabilities 2021: $0Net Assets 2021: $10,1702021Assets 2022: $2,833Liabilities 2022: $0Net Assets 2022: $2,8332022Assets 2023: $1,584Liabilities 2023: $0Net Assets 2023: $1,5842023Assets 2024: $1,626Liabilities 2024: $0Net Assets 2024: $1,6262024

Latest loaded filing

2024

Assets$1,626
Liabilities$0
Net Assets$1,626
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $22,538Expenses 2011: $25,150Net Income 2011: -$2,6122011Revenue 2012: $54,243Expenses 2012: $29,011Net Income 2012: $25,2322012Revenue 2013: $2,205Expenses 2013: $22,565Net Income 2013: -$20,3602013Revenue 2014: $935Expenses 2014: $18,524Net Income 2014: -$17,5892014Revenue 2015: $147,703Expenses 2015: $22,750Net Income 2015: $124,9532015Revenue 2016: $23,488Expenses 2016: $7,900Net Income 2016: $15,5882016Revenue 2017: $5,036Expenses 2017: $15,850Net Income 2017: -$10,8142017Revenue 2018: $2,763Expenses 2018: $14,198Net Income 2018: -$11,4352018Revenue 2019: -$388Expenses 2019: $25,323Net Income 2019: -$25,7112019Revenue 2020: $31,286Expenses 2020: $39,170Net Income 2020: -$7,8842020Revenue 2021: $30,052Expenses 2021: $25,099Net Income 2021: $4,9532021Revenue 2022: $33Expenses 2022: $7,370Net Income 2022: -$7,3372022Revenue 2023: $536Expenses 2023: $1,785Net Income 2023: -$1,2492023Revenue 2024: $1,842Expenses 2024: $1,800Net Income 2024: $422024

Latest loaded filing

2024

Revenue$1,842
Expenses$1,800
Net Income$42
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.02$0.02$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.01$0.02$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.07$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.30$0.25$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.31$0.39$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.00$0.25$0.26
2018Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.03$0.14$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.05$0.16$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.23$0.08$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$1.48$0.23$1.25
2014Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.01$0.19$0.18
2013Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.02$0.23$0.20
2012Summary only. Only limited summary data is available for this year.$0.39$0.00$0.54$0.29$0.25
2011Summary only. Only limited summary data is available for this year.$0.13$0.00$0.23$0.25$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Jan 26, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONALD J HERMANGrantor / Trustee-$0--
KATHRYN M HERMANGrantor / Trustee-$0--
Filing and Contact Details

Filer

Filer Name
The Kathryn M and Ronald J Herman Jr
EIN
20-6432249
Phone
2032596608
Address
4 FENCE ROW DRIVE, FAIRFIELD, CT 06824

Signing Officer

Name
Kathryn Herman
Title
President
Phone
2032596608
Signed
2026-01-26
Discuss with paid preparer
Yes

Preparer

Firm
Therrien & Associates Pc
Address
195 DANBURY ROAD SUITE 120, WILTON, CT 06897
Preparer
Scott L Therrien CPA
Phone
2037629559
Raw XML Appendix250 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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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0FAIRFIELD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd006824
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt03000
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN HERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02032596608
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KATHRYN M AND RONALD J HERMAN JR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0206432249
ReturnHeader/Filer/PhoneNum02032596608
ReturnHeader/Filer/USAddress/AddressLine1Txt04 FENCE ROW DRIVE
ReturnHeader/Filer/USAddress/CityNm0FAIRFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006824
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204754367
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THERRIEN & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0195 DANBURY ROAD SUITE 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006897
ReturnHeader/PreparerPersonGrp/PhoneNum02037629559
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT L THERRIEN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-02-28T09:48:55-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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