Civic Intelligence

The Herbert a Middendorff Family Foundation

990PF • Fiscal year 2021 • EIN 31-1189832

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 08, 2022

Organization Profile
18 Spring Knoll DriveCincinnati, OH 45227

(513) 469-8898

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

86th percentile

51%

Higher net margin than 86% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

51st percentile

4.1%

Faster asset growth than 51% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

95th percentile

392%

Faster revenue growth than 95% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$104,752

Up $4,119 (+4.1%) from 2020

Net Assets

Up

$104,752

Up $4,119 (+4.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin86th percentile

Revenue

Up

$9,172

Up $7,308 (+392%) from 2020

Expenses

Down

$4,525

Down $1,635 (-27%) from 2020

Net Income

Up

$4,647

Up $8,943 (+208%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$200K$150K$100K$50K$0Assets 2011: $150,200Liabilities 2011: $0Net Assets 2011: $150,2002011Assets 2012: $145,284Liabilities 2012: $0Net Assets 2012: $145,2842012Assets 2013: $149,300Liabilities 2013: $0Net Assets 2013: $149,3002013Assets 2014: $155,943Liabilities 2014: $0Net Assets 2014: $155,9432014Assets 2015: $150,110Liabilities 2015: $0Net Assets 2015: $150,1102015Assets 2016: $135,662Liabilities 2016: $0Net Assets 2016: $135,6622016Assets 2019: $104,928Liabilities 2019: $0Net Assets 2019: $104,9282019Assets 2020: $100,633Liabilities 2020: $0Net Assets 2020: $100,6332020Assets 2021: $104,752Liabilities 2021: $0Net Assets 2021: $104,7522021Assets 2022: $101,161Liabilities 2022: $0Net Assets 2022: $101,1612022Assets 2023: $95,666Liabilities 2023: $0Net Assets 2023: $95,6662023Assets 2024: $92,973Liabilities 2024: $0Net Assets 2024: $92,9732024

Highlighted filing

2021

Assets$104,752
Liabilities$0
Net Assets$104,752
Open 2021 Filing

Operations Trend

Revenue Growth95th percentile

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

$30K$20K$10K$0-$10K-$20KExpenses 2011: $22,1992011Expenses 2012: $13,8792012Revenue 2013: $13,875Expenses 2013: $9,859Net Income 2013: $4,0162013Revenue 2014: $16,823Expenses 2014: $10,180Net Income 2014: $6,6432014Revenue 2015: $3,047Expenses 2015: $8,880Net Income 2015: -$5,8332015Revenue 2016: -$2,171Expenses 2016: $12,277Net Income 2016: -$14,4482016Revenue 2019: $4,926Expenses 2019: $7,426Net Income 2019: -$2,5002019Revenue 2020: $1,864Expenses 2020: $6,160Net Income 2020: -$4,2962020Revenue 2021: $9,172Expenses 2021: $4,525Net Income 2021: $4,6472021Revenue 2022: $1,096Expenses 2022: $6,871Net Income 2022: -$5,7752022Revenue 2023: $1,875Expenses 2023: $7,370Net Income 2023: -$5,4952023Revenue 2024: $13,547Expenses 2024: $16,240Net Income 2024: -$2,6932024

Highlighted filing

2021

Revenue$9,172
Expenses$4,525
Net Income$4,647
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 8, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAMELA MIDDENDORFFPresident-$0--
LAUREN MAYNESecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Herbert a Middendorff
EIN
31-1189832
Phone
5134698898
Address
18 SPRING KNOLL DRIVE, CINCINNATI, OH 45227

Signing Officer

Name
Pamela Middendorff
Title
President
Phone
5134698898
Signed
2022-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Clark Schaefer Hackett & Co
Address
10100 INNOVATION DRIVE, DAYTON, OH 45342
Preparer
Anna M Helfen CPA
Phone
9372260070
Raw XML Appendix303 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/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06010
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt06010
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt027184
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06010
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt021174
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt021174
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt021174
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt027184
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0528
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS ON SECURITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt037
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt037
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01972
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01972
TaxesSchedule/TaxesDetail/Amt016
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt016
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAMELA MIDDENDORFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05134698898
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HERBERT A MIDDENDORFF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HERB
ReturnHeader/Filer/EIN0311189832
ReturnHeader/Filer/PhoneNum05134698898
ReturnHeader/Filer/USAddress/AddressLine1Txt018 SPRING KNOLL DRIVE
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045227
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310800053
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLARK SCHAEFER HACKETT & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010100 INNOVATION DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DAYTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045342
ReturnHeader/PreparerPersonGrp/PhoneNum09372260070
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANNA M HELFEN CPA
ReturnHeader/ReturnTs02022-11-15T14:44:30-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAMELA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MIDDENDORFF
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$104,752
Liabilities
$0
Net assets
$104,752
Revenue
$9,172
Expenses
$4,525
Net income
$4,647
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$0.14$0.16$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.02$0.07$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.01$0.07$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.09$0.05$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.02$0.06$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.05$0.07$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$0.02$0.12$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.03$0.09$0.06
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.00$1.56$0.17$0.10$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.14$0.10$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.14
2011Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.22