Civic Intelligence

Hersey Foundation

990PF • Fiscal year 2020 • EIN 23-7001771

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 22, 2021

408 St Peter Street No 434St Paul, MN 55102-1119

(651) 289-4794

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

14th percentile

-36%

Higher net margin than 14% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

24th percentile

-1.6%

Faster asset growth than 24% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

17th percentile

-29%

Faster revenue growth than 17% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Down

$11,165,159

Down $178,352 (-1.6%) from 2019

Net Assets

Down

$11,165,159

Down $170,196 (-1.5%) from 2019

Liabilities

Down

$0

Down $8,156 (-100%) from 2019

Revenue

Down

$479,333

Down $196,498 (-29%) from 2019

Expenses

Down

$649,529

Down $63,469 (-8.9%) from 2019

Net Income

Down

-$170,196

Down $133,029 (-358%) from 2019

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2018: $11,373,600Liabilities 2018: $0Net Assets 2018: $11,373,6002018Assets 2019: $11,343,511Liabilities 2019: $8,156Net Assets 2019: $11,335,3552019Assets 2020: $11,165,159Liabilities 2020: $0Net Assets 2020: $11,165,1592020Assets 2021: $26,411,106Liabilities 2021: $72,614Net Assets 2021: $26,338,4922021Assets 2022: $23,861,428Liabilities 2022: $0Net Assets 2022: $23,861,4282022Assets 2023: $23,076,550Liabilities 2023: $0Net Assets 2023: $23,076,5502023Assets 2024: $23,746,358Liabilities 2024: $17,970Net Assets 2024: $23,728,3882024

Highlighted filing

2020

Assets$11,165,159
Liabilities$0
Net Assets$11,165,159

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2018: $414,302Expenses 2018: $718,242Net Income 2018: -$303,9402018Revenue 2019: $675,831Expenses 2019: $712,998Net Income 2019: -$37,1672019Revenue 2020: $479,333Expenses 2020: $649,529Net Income 2020: -$170,1962020Revenue 2021: $16,438,306Expenses 2021: $1,264,973Net Income 2021: $15,173,3332021Revenue 2022: -$674,208Expenses 2022: $1,802,856Net Income 2022: -$2,477,0642022Revenue 2023: $335,248Expenses 2023: $1,120,126Net Income 2023: -$784,8782023Revenue 2024: $1,741,043Expenses 2024: $1,089,205Net Income 2024: $651,8382024

Highlighted filing

2020

Revenue$479,333
Expenses$649,529
Net Income-$170,196
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 22, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWARD H HAMM JRPresident & Director-$0--
EDWARD H HAMMVP, Treasurer & Director-$0--
KATHERINE A HASKINSSecretary & Director-$0--
Filing and Contact Details

Filer

Filer Name
Hersey Foundation
EIN
23-7001771
Phone
6512894794
Address
408 ST PETER STREET NO 434, ST PAUL, MN 55102-1119

Signing Officer

Name
Katherine a Haskins
Title
Officer
Phone
6512894794
Signed
2021-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Ritz & Associates Pa
Address
3601 MINNESOTA DRIVE SUITE 510, BLOOMINGTON, MN 55435
Preparer
Matthew Ritz
Phone
9528971477
Raw XML Appendix387 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/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0EDWARD H HAMM JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1EDWARD H HAMM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KATHERINE A HASKINS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP, TREASURER & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY & DIRECTOR
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HAMM CLINIC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4NEW MOUNT ZION MISSIONARY BAPTIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5OGLALA LAKOTA COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6PRISON FELLOWSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7YOUTH FORUM
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1373
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2141
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1373
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2141
TaxesSchedule/TaxesDetail/Amt06562
TaxesSchedule/TaxesDetail/Amt17228
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX EXPENSE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt17228
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE A HASKINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06512894794
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERSEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HERS
ReturnHeader/Filer/EIN0237001771
ReturnHeader/Filer/PhoneNum06512894794
ReturnHeader/Filer/USAddress/AddressLine1Txt0408 ST PETER STREET NO 434
ReturnHeader/Filer/USAddress/CityNm0ST PAUL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd0551021119
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0821894023
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RITZ & ASSOCIATES PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03601 MINNESOTA DRIVE SUITE 510
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLOOMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055435
ReturnHeader/PreparerPersonGrp/PhoneNum09528971477
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW RITZ
ReturnHeader/ReturnTs02021-04-22T09:26:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHERINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HASKINS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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