Civic Intelligence

The David Herro Charitable Foundation

990PF • Fiscal year 2017 • EIN 36-4121681

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

Organization Profile
800 S Pointe DriveMiami Beach, FL 33139

(312) 587-0408

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

88th percentile

46%

Higher net margin than 88% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

67th percentile

9.4%

Faster asset growth than 67% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-57%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$11,649,937

Up $996,750 (+9.4%) from 2016

Net Assets

Up

$11,629,763

Up $2,827,894 (+32%) from 2016

Liabilities

Down

$20,174

Down $1,831,144 (-99%) from 2016

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin88th percentile

Revenue

Down

$4,863,923

Down $6,458,537 (-57%) from 2016

Expenses

Down

$2,623,936

Down $5,501 (-0.2%) from 2016

Net Income

Down

$2,239,987

Down $6,453,036 (-74%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$15M$10M$5.0M$0Assets 2015: $5,258,796Liabilities 2015: $4,642,203Net Assets 2015: $616,5932015Assets 2016: $10,653,187Liabilities 2016: $1,851,318Net Assets 2016: $8,801,8692016Assets 2017: $11,649,937Liabilities 2017: $20,174Net Assets 2017: $11,629,7632017Assets 2018: $5,493,273Liabilities 2018: $1,703,294Net Assets 2018: $3,789,9792018Assets 2019: $5,495,114Liabilities 2019: $824,730Net Assets 2019: $4,670,3842019Assets 2020: $2,898,930Liabilities 2020: $1,513,531Net Assets 2020: $1,385,4002020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2017

Assets$11,649,937
Liabilities$20,174
Net Assets$11,629,763
Open 2017 Filing

Operations Trend

Revenue Growth4th percentile

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

$15M$10M$5.0M$0-$5.0M-$10MRevenue 2015: $4,104,890Expenses 2015: $10,378,520Net Income 2015: -$6,273,6302015Revenue 2016: $11,322,460Expenses 2016: $2,629,437Net Income 2016: $8,693,0232016Revenue 2017: $4,863,923Expenses 2017: $2,623,936Net Income 2017: $2,239,9872017Revenue 2018: $2,000,145Expenses 2018: $6,387,630Net Income 2018: -$4,387,4852018Revenue 2019: $1,484,374Expenses 2019: $1,560,485Net Income 2019: -$76,1112019Revenue 2020: $1,150,534Expenses 2020: $3,131,164Net Income 2020: -$1,980,6302020Revenue 2021: $2,921,972Expenses 2021: $4,577,511Net Income 2021: -$1,655,5392021

Highlighted filing

2017

Revenue$4,863,923
Expenses$2,623,936
Net Income$2,239,987
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID HERROTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The David Herro Charitable Foundation
EIN
36-4121681
Phone
3125870408
Address
800 S POINTE DRIVE, MIAMI BEACH, FL 33139

Signing Officer

Name
David G Herro
Title
Trustee
Phone
3125870408
Signed
2018-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Jay B Williams CPA
Address
21W 241 BRIAR CLIFF ROAD, LOMBARD, IL 60148
Preparer
Jay B Williams CPA
Phone
6306204930
Raw XML AppendixShowing 400 of 623 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/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01839619
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt03024304
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0126
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IRS990PF/DistributableAmountGrp/TotalTaxAmt036792
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt025000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt036792
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-51309
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt014517
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt036792
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt051309
IRS990PF/FMVAssetsEOYAmt011649937
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt017318
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt09691
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt03650
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt03650
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt03650
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0201583
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt090662
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt090662
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt010425292
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt011555625
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt011555625
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt01834000
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt026309
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt010483
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt03
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt010653187
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt011649937
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt011649937
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01851318
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt020174
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt010653187
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt011649937
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08801869
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt011629763
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt08801869
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt011629763
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09852709
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0640820
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09185611
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0147791
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt026278
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0485246
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09704918
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09852709
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MIAMI BEACH
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt06751052
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt06769448
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt05379345
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt05716610
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt02295153
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt04682680
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0991666
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.695632
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.993363
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.272087
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.663457
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.813458
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt018396
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt09704918
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt05415287
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt07769288
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt08435374
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt07057998
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01219075
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt04411216
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt03.478161
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt04411216
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt04411216
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt04411216
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt021W241 BRIARCLIFF ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOMBARD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060148
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JB WILLIAMS & ASSOCIATES
IRS990PF/StatementsRegardingActyGrp/PhoneNum06306204930
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DAVID HERRO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3750000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt57925
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6750000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt850000

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,649,937
Liabilities
$20,174
Net assets
$11,629,763
Revenue
$4,863,923
Expenses
$2,623,936
Net income
$2,239,987
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.92$4.58$1.66
2020Detailed filing. Detailed filing data is available for this year.$2.90$1.51$1.39$1.15$3.13$1.98
2019Detailed filing. Detailed filing data is available for this year.$5.50$0.82$4.67$1.48$1.56$0.08
2018Detailed filing. Detailed filing data is available for this year.$5.49$1.70$3.79$2.00$6.39$4.39
2017Detailed filing. Detailed filing data is available for this year.$11.6$0.02$11.6$4.86$2.62$2.24
2016Detailed filing. Detailed filing data is available for this year.$10.7$1.85$8.80$11.3$2.63$8.69
2015Detailed filing. Detailed filing data is available for this year.$5.26$4.64$0.62$4.10$10.4$6.27