The Herr Foundation

990PF • Fiscal year 2023 • EIN 36-3482112

Dec 01, 2022 to Nov 30, 2023 • Filed on Jan 23, 2024

Organization Profile

1130 N Lake Shore Drive Apt 6EChicago, IL 60611

(312) 280-6933

Siviq Scores

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

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

-148%

Higher net margin than 6% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

-4.2%

Faster asset growth than 23% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

-87%

Faster revenue growth than 2% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets31st percentile

Assets

Down

$2,881,888

Down $125,496 (-4.2%) from 2022

Net Assets

Down

$2,881,888

Down $125,496 (-4.2%) from 2022

Liabilities

Flat

Flat from 2022

Revenue And Expenses

Liabilities / Revenue29th percentile Net Margin6th percentile

Revenue

Down

$82,145

Down $534,544 (-87%) from 2022

Expenses

$203,415

Up $153,009 (+304%) from 2022

Net Income

Down

-$121,270

Down $687,553 (-121%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

Highlighted filing

2023

Assets$2,881,888

Liabilities$0

Net Assets$2,881,888

Open 2023 Filing

Operations Trend

Revenue Growth2nd percentile

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

Highlighted filing

2023

Revenue$82,145

Expenses$203,415

Net Income-$121,270

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Dec 1, 2022 to Nov 30, 2023
Signed: Jan 23, 2024
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay46th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JULIE HERR	President	-	$0	-	-
TOBY HERR	Secretary	-	$0	-	-
MATTHEW SHIRRELL	Treasurer	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Herr Foundation
EIN: 36-3482112
Phone: 3122806933
Address: 1130 N LAKE SHORE DRIVE APT 6E, CHICAGO, IL 60611

Signing Officer

Name: Julie Herr
Title: President
Signed: 2024-01-23

Preparer

Firm: Thomas E Lechowicz and Associates
Address: 60 REVERE DR STE 501, NORTHBROOK, IL 60062-1577
Preparer: Thomas E Lechowicz CPA
Phone: 8477159988

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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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	2	32354
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	3	31750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	4	45280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	5	39449
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	6	77850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	7	279250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	8	107531
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	9	28338
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	10	115919
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	2	224250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	3	186000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	4	71032
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	6	2258
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	GREAT LAKES RECREATION CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	HERSHEY CREAMERY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	2	MAPLE PRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	3	COMMONWEALTH OIL REFINING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	4	WHARTON COUNTY TEXAS DEED
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	9	MID STATE RACEWAYS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	10	MATTHEWS CHINA INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	11	ALLEGHENY & WESTERN RAILWAY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	12	EVERSOURCE ENERGY
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	STATE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	15
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	15
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JULIE HERR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-01-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE HERR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	HERR
ReturnHeader/Filer/EIN	0	363482112
ReturnHeader/Filer/PhoneNum	0	3122806933
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1130 N LAKE SHORE DRIVE APT 6E
ReturnHeader/Filer/USAddress/CityNm	0	CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	IL
ReturnHeader/Filer/USAddress/ZIPCd	0	60611
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	363837776
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	THOMAS E LECHOWICZ AND ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	60 REVERE DR STE 501
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	NORTHBROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	600621577
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8477159988
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2024-01-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	THOMAS E LECHOWICZ CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2024-01-23T12:13:58-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	JEFFREY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	HERR
ReturnHeader/TaxPeriodBeginDt	0	2022-12-01
ReturnHeader/TaxPeriodEndDt	0	2023-11-30
ReturnHeader/TaxYr	0	2022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $2,881,888
Liabilities: $0
Net assets: $2,881,888
Revenue: $82,145
Expenses: $203,415
Net income: -$121,270

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.81	$0.00	$2.81	$0.15	$0.22	$0.07
2023Detailed filing. Detailed filing data is available for this year.	$2.88	$0.00	$2.88	$0.08	$0.20	$0.12
2022Detailed filing. Detailed filing data is available for this year.	$3.01	$0.00	$3.01	$0.62	$0.05	$0.57
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.44	$0.00	$2.44	$0.07	$0.02	$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.39	$0.00	$2.39	$0.08	$0.13	$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.44	$0.00	$2.44	$0.65	$0.02	$0.64
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.81	$0.00	$1.81	$0.07	$0.07	$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.81	$0.00	$1.81	$0.08	$0.01	$0.07
2016Detailed filing. Detailed filing data is available for this year.	$1.74	$0.00	$1.74	$0.08	$0.69	$0.62
2015Detailed filing. Detailed filing data is available for this year.	$2.16	$0.00	$2.16	$0.11	$0.30	$0.19
2014Detailed filing. Detailed filing data is available for this year.	$2.35	$0.00	$2.35	$0.11	$0.07	$0.17
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.53	$0.00	$2.53		$1.54
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.73	$0.00	$1.73		$0.07
2011Detailed filing. Detailed filing data is available for this year.	$1.73	$0.00	$1.73		$0.07
2010Detailed filing. Detailed filing data is available for this year.	$1.72	$0.00	$1.72		$0.59