Civic Intelligence

Herzog-Beckman Foundation Co Us Bank Na

990PF • Fiscal year 2016 • EIN 35-2178648

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 29, 2017

PO Box 0634Milwaukee, WI 53201-0634

(513) 632-5544

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

92nd percentile

50%

Higher net margin than 92% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

99th percentile

1187%

Faster asset growth than 99% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

95th percentile

142%

Faster revenue growth than 95% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$13,221

Up $12,194 (+1187%) from 2015

Net Assets

Up

$13,221

Up $12,194 (+1187%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$24,150

Up $14,150 (+142%) from 2015

Expenses

Up

$11,956

Up $987 (+9.0%) from 2015

Net Income

Up

$12,194

Up $13,163 (+1358%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,332Liabilities 2011: $0Net Assets 2011: $1,3322011Assets 2012: $1,579Liabilities 2012: $0Net Assets 2012: $1,5792012Assets 2013: $462Liabilities 2013: $0Net Assets 2013: $4622013Assets 2014: $1,996Liabilities 2014: $0Net Assets 2014: $1,9962014Assets 2015: $1,027Liabilities 2015: $0Net Assets 2015: $1,0272015Assets 2016: $13,221Liabilities 2016: $0Net Assets 2016: $13,2212016Assets 2018: $1,304,209Liabilities 2018: $0Net Assets 2018: $1,304,2092018Assets 2019: $1,224,025Liabilities 2019: $0Net Assets 2019: $1,224,0252019Assets 2020: $1,202,550Liabilities 2020: $0Net Assets 2020: $1,202,5502020Assets 2021: $1,277,482Liabilities 2021: $0Net Assets 2021: $1,277,4822021Assets 2022: $1,205,454Liabilities 2022: $0Net Assets 2022: $1,205,4542022Assets 2023: $1,213,332Liabilities 2023: $0Net Assets 2023: $1,213,3322023Assets 2024: $1,311,763Liabilities 2024: $0Net Assets 2024: $1,311,7632024

Highlighted filing

2016

Assets$13,221
Liabilities$0
Net Assets$13,221

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $9,9202011Expenses 2012: $9,7532012Revenue 2013: $10,000Expenses 2013: $11,117Net Income 2013: -$1,1172013Revenue 2014: $12,000Expenses 2014: $10,466Net Income 2014: $1,5342014Revenue 2015: $10,000Expenses 2015: $10,969Net Income 2015: -$9692015Revenue 2016: $24,150Expenses 2016: $11,956Net Income 2016: $12,1942016Revenue 2018: $1,390,591Expenses 2018: $87,662Net Income 2018: $1,302,9292018Revenue 2019: $9,685Expenses 2019: $89,447Net Income 2019: -$79,7622019Revenue 2020: $77,875Expenses 2020: $98,135Net Income 2020: -$20,2602020Revenue 2021: $196,604Expenses 2021: $121,497Net Income 2021: $75,1072021Revenue 2022: $20,672Expenses 2022: $92,462Net Income 2022: -$71,7902022Revenue 2023: $109,672Expenses 2023: $101,233Net Income 2023: $8,4392023Revenue 2024: $205,275Expenses 2024: $106,847Net Income 2024: $98,4282024

Highlighted filing

2016

Revenue$24,150
Expenses$11,956
Net Income$12,194
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 29, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT J HERZOGPres/Ttee-$0--
JOSEPH G KRABBESec/Tr/Tee-$0--
MARK W JORDANV Pres/Tte-$0--
Filing and Contact Details

Filer

Filer Name
Herzog-beckman Foundation Co US Bank Na
EIN
35-2178648
Phone
5136325544
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
Robert J Herzog
Title
Trustee
Phone
5136325544
Signed
2017-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Raw XML Appendix366 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ST ELIZABETH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5FAIRHAVEN RESCUE MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6COVINGTON CATHOLIC HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7CATHOLIC SOCIAL SERVICES OF NO KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0ARCHDIOCESE OF CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1ATTN DAVID E HEMMERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ATTN CARY POWELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13333 BURNET AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2931 ISABELLA ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 1234
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41 MEDICAL VILLAGE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 12761
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61600 DIXIE HIGHWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt73629 CHURCH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEWPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3COVINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4EDGEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5COVINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6PARK HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7COVINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd145229
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd241071
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd341012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd441017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd5410120761
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd6410112797
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd741015
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011000
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/AppliedToCurrentYearAmt0104
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0104
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010305
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09844
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt08060
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08094
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07893
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07893
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt047745
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011442
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010305
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09844
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt08060
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08094
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011546
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011442
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt055638
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt044196
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ROBERT J HERZOG
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 1118 ML CN-OH-W10X
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CINCINNATI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0452011118
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt024150
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0456
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0OTHER ALLOCABLE EXPENSES - 2%
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt046
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0411
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT J HERZOG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05136325544
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERZOG-BECKMAN FOUNDATION CO US BANK NA
ReturnHeader/Filer/BusinessNameControlTxt0HERZ
ReturnHeader/Filer/EIN0352178648
ReturnHeader/Filer/PhoneNum05136325544
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 0634
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532010634
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07C7F02AA215A260659081F4F5D2671580239EC9F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07C7F02AA215A260659081F4F5D2671580239EC9F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0155.201.188.33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH J CASTRIANO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-10T09:02:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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