Civic Intelligence

James S Herr Family Foundation

990PF • Fiscal year 2016 • EIN 23-2531170

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 15, 2017

Organization Profile
20 Herr DriveNottingham, PA 19362-0300

(610) 932-9330

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

94th percentile

71%

Higher net margin than 94% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

89th percentile

31%

Faster asset growth than 89% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

92nd percentile

79%

Faster revenue growth than 92% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,208,494

Up $288,302 (+31%) from 2015

Net Assets

Up

$1,208,494

Up $288,302 (+31%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin94th percentile

Revenue

Up

$404,889

Up $179,013 (+79%) from 2015

Expenses

Down

$116,587

Down $102,350 (-47%) from 2015

Net Income

Up

$288,302

Up $281,363 (+4055%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,375,430Liabilities 2010: $0Net Assets 2010: $1,375,4302010Assets 2011: $1,337,307Liabilities 2011: $0Net Assets 2011: $1,337,3072011Assets 2012: $1,183,468Liabilities 2012: $0Net Assets 2012: $1,183,4682012Assets 2013: $933,648Liabilities 2013: $0Net Assets 2013: $933,6482013Assets 2014: $913,253Liabilities 2014: $0Net Assets 2014: $913,2532014Assets 2015: $920,192Liabilities 2015: $0Net Assets 2015: $920,1922015Assets 2016: $1,208,494Liabilities 2016: $0Net Assets 2016: $1,208,4942016Assets 2017: $5,416,224Liabilities 2017: $0Net Assets 2017: $5,416,2242017Assets 2018: $5,899,361Liabilities 2018: $0Net Assets 2018: $5,899,3612018Assets 2019: $5,935,087Liabilities 2019: $0Net Assets 2019: $5,935,0872019Assets 2020: $5,766,048Liabilities 2020: $0Net Assets 2020: $5,766,0482020Assets 2021: $5,646,751Liabilities 2021: $0Net Assets 2021: $5,646,7512021Assets 2022: $5,400,188Liabilities 2022: $0Net Assets 2022: $5,400,1882022Assets 2023: $5,474,793Liabilities 2023: $0Net Assets 2023: $5,474,7932023Assets 2024: $5,908,392Liabilities 2024: $0Net Assets 2024: $5,908,3922024

Highlighted filing

2016

Assets$1,208,494
Liabilities$0
Net Assets$1,208,494
Open 2016 Filing

Operations Trend

Revenue Growth92nd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $626,2192010Expenses 2011: $499,6462011Expenses 2012: $677,5512012Revenue 2013: $369,831Expenses 2013: $619,651Net Income 2013: -$249,8202013Revenue 2014: $215,135Expenses 2014: $235,530Net Income 2014: -$20,3952014Revenue 2015: $225,876Expenses 2015: $218,937Net Income 2015: $6,9392015Revenue 2016: $404,889Expenses 2016: $116,587Net Income 2016: $288,3022016Revenue 2017: $4,547,176Expenses 2017: $339,446Net Income 2017: $4,207,7302017Revenue 2018: $973,583Expenses 2018: $490,446Net Income 2018: $483,1372018Revenue 2019: $559,173Expenses 2019: $523,447Net Income 2019: $35,7262019Revenue 2020: $291,902Expenses 2020: $460,941Net Income 2020: -$169,0392020Revenue 2021: $445,385Expenses 2021: $564,682Net Income 2021: -$119,2972021Revenue 2022: $320,669Expenses 2022: $567,232Net Income 2022: -$246,5632022Revenue 2023: $716,083Expenses 2023: $641,478Net Income 2023: $74,6052023Revenue 2024: $1,034,870Expenses 2024: $601,271Net Income 2024: $433,5992024

Highlighted filing

2016

Revenue$404,889
Expenses$116,587
Net Income$288,302
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES M HERRDirector-$0--
GLENDA HENRYDirector-$0--
EDWIN HERRDirector-$0--
GENE HERRChairmain/Tr-$0--
MARTHA THOMASDirector-$0--
JUNE GUNDENDirector-$0--
Filing and Contact Details

Filer

Filer Name
James S Herr Foundation
EIN
23-2531170
Phone
6109329330
Address
20 HERR DRIVE, NOTTINGHAM, PA 19362-0300

Signing Officer

Name
Gene Herr
Title
Chairmain/trustee
Phone
8003443777
Signed
2017-03-15

Preparer

Firm
Ross Buehler Falk & Company Llp
Address
1500 LITITZ PIKE, LANCASTER, PA 17601-6506
Preparer
Lawrence R Reich
Phone
7173932700
Raw XML Appendix316 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES M HERR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GLENDA HENRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2EDWIN HERR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3GENE HERR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MARTHA THOMAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5JUNE GUNDEN
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0KEVIN S THOMSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 300
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NOTTINGHAM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019362
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06109329330
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SOLE PURPOSE IS THE DISTRIBUTION OF FUNDS TO 501(C)(3) ORGANIZATIONS
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO APPLICATIONS, JUST SEND A LETTER OF REQUEST AND YOUR CHARITABLE STATUS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JS HERR FOUNDATION GENE HERR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06109329330
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 300
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0NOTTINGHAM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd019362
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0105413
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CARRY OUT RELIGIOUS OR CHARITABLE PU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019362
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0105413
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt064991
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt064991
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0166757
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0183731
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0563644
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0607534
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0427180
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0427180
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01563362
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt041696
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0166757
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0183731
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0563644
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0607534
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0106687
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt041696
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01990542
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01948846
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0HERR FOODS
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MIRIAM H HERR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 300
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1PO BOX 300
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NOTTINGHAM
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1NOTTINGHAM
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd019362
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd119362
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0275424
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1119179
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
TaxesSchedule/TaxesDetail/Amt09900
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GENE HERR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAIN/TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08003443777
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES S HERR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0232531170
ReturnHeader/Filer/PhoneNum06109329330
ReturnHeader/Filer/USAddress/AddressLine1Txt020 HERR DRIVE
ReturnHeader/Filer/USAddress/CityNm0NOTTINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0193620300
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId071C0A93836BC338506CF8145C5F574F5370567BC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A50244D11494EBF2026AB2F08873C43EBC2AA670
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232327390
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROSS BUEHLER FALK & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01500 LITITZ PIKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LANCASTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0176016506
ReturnHeader/PreparerPersonGrp/PhoneNum07173932700
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE R REICH
ReturnHeader/ReturnTs02017-03-08T11:46:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,208,494
Liabilities
$0
Net assets
$1,208,494
Revenue
$404,889
Expenses
$116,587
Net income
$288,302
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$1.03$0.60$0.43
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.47$0.00$5.47$0.72$0.64$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.40$0.00$5.40$0.32$0.57$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.65$0.00$5.65$0.45$0.56$0.12
2020Detailed filing. Detailed filing data is available for this year.$5.77$0.00$5.77$0.29$0.46$0.17
2019Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$0.56$0.52$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.90$0.00$5.90$0.97$0.49$0.48
2017Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$4.55$0.34$4.21
2016Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.40$0.12$0.29
2015Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.23$0.22$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.22$0.24$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.37$0.62$0.25
2012Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.68
2011Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.50
2010Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.63