Civic Intelligence

Florence E Herman Charitable Trust

990 • Fiscal year 2020 • EIN 38-6567414

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 15, 2020

Organization ProfileN/A

Refreshing map…

211 S Rose StreetKalamazoo, MI 49007

(269) 388-9800

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

13th percentile

-27%

Higher net margin than 13% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

39th percentile

$10,702

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 12.2% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

27th percentile

-1.4%

Faster asset growth than 27% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

68th percentile

12%

Faster revenue growth than 68% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$1,734,170

Down $23,812 (-1.4%) from 2019

Net Assets

Down

$1,734,170

Down $23,812 (-1.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin13th percentile

Revenue

Up

$87,967

Up $9,677 (+12%) from 2019

Expenses

Up

$111,779

Up $2,772 (+2.5%) from 2019

Net Income

Up

-$23,812

Up $6,905 (+22%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,675,981Liabilities 2012: $0Net Assets 2012: $1,675,9812012Assets 2013: $1,624,645Liabilities 2013: $0Net Assets 2013: $1,624,6452013Assets 2014: $1,577,260Liabilities 2014: $0Net Assets 2014: $1,577,2602014Assets 2015: $1,530,538Liabilities 2015: $0Net Assets 2015: $1,530,5382015Assets 2016: $1,902,151Liabilities 2016: $0Net Assets 2016: $1,902,1512016Assets 2017: $1,752,572Liabilities 2017: $0Net Assets 2017: $1,752,5722017Assets 2018: $1,788,699Liabilities 2018: $0Net Assets 2018: $1,788,6992018Assets 2019: $1,757,982Liabilities 2019: $0Net Assets 2019: $1,757,9822019Assets 2020: $1,734,170Liabilities 2020: $0Net Assets 2020: $1,734,1702020Assets 2021: $1,751,971Liabilities 2021: $0Net Assets 2021: $1,751,9712021Assets 2022: $1,719,835Liabilities 2022: $0Net Assets 2022: $1,719,8352022Assets 2023: $1,643,443Liabilities 2023: $0Net Assets 2023: $1,643,4432023Assets 2024: $1,602,475Liabilities 2024: $0Net Assets 2024: $1,602,4752024Assets 2025: $1,596,162Liabilities 2025: $0Net Assets 2025: $1,596,1622025

Highlighted filing

2020

Assets$1,734,170
Liabilities$0
Net Assets$1,734,170
Open 2020 Filing

Operations Trend

Revenue Growth68th percentile

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

$400K$200K$0-$200KRevenue 2012: $57,530Expenses 2012: $116,915Net Income 2012: -$59,3852012Revenue 2013: $66,810Expenses 2013: $118,146Net Income 2013: -$51,3362013Revenue 2014: $73,432Expenses 2014: $120,817Net Income 2014: -$47,3852014Revenue 2015: $75,356Expenses 2015: $122,663Net Income 2015: -$47,3072015Revenue 2016: $387,834Expenses 2016: $15,966Net Income 2016: $371,8682016Revenue 2017: $76,450Expenses 2017: $226,029Net Income 2017: -$149,5792017Revenue 2018: $151,020Expenses 2018: $114,893Net Income 2018: $36,1272018Revenue 2019: $78,290Expenses 2019: $109,007Net Income 2019: -$30,7172019Revenue 2020: $87,967Expenses 2020: $111,779Net Income 2020: -$23,8122020Revenue 2021: $133,107Expenses 2021: $115,306Net Income 2021: $17,8012021Revenue 2022: $93,897Expenses 2022: $126,034Net Income 2022: -$32,1372022Revenue 2023: $64,911Expenses 2023: $141,303Net Income 2023: -$76,3922023Revenue 2024: $80,137Expenses 2024: $121,105Net Income 2024: -$40,9682024Revenue 2025: $117,067Expenses 2025: $123,380Net Income 2025: -$6,3132025

Highlighted filing

2020

Revenue$87,967
Expenses$111,779
Net Income-$23,812
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 15, 2020
Return Version
2019v5.0
Gross Receipts
$602,227
Mission and Program Overview

Mission

Distributions are paid to named charity per terms of the governing document to help defray expenses of the charity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,757,982$1,734,170▼ $23,812
Investments in Publicly Traded Securities$1,659,884$1,655,331▼ $4,553
Savings and Temporary Cash Investments$98,098$78,839▼ $19,259
Total Assets$1,757,982$1,734,170▼ $23,812
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,757,982$1,734,170▼ $23,812
Total Liabilities and Net Assets / Fund Balance$1,757,982$1,734,170▼ $23,812
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleBaseTotal
-Trustee$10,702$10,702
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$87,967
Other Revenue
$0
Change in Net Assets
$-23,812
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$99,994
Salaries, Compensation, and Employee Benefits$10,702
Other Expenses$1,083
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$99,994--$99,994
Current Officers, Directors, Trustees, and Key Employees-$10,702-$10,702
Fees for Services Accounting-$1,000-$1,000
Other Expenses-$83-$83
Total Functional Expenses$99,994$11,785$0$111,779
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Kalamazoo County Humane SocietyKalamazoo, MI3Operating Support$99,994
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Trustee of the organization will review prior to filing.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Florence E Herman Trust
EIN
38-6567414
Phone
2693889800
Address
211 S ROSE STREET, KALAMAZOO, MI 49007

Signing Officer

Name
Greenleaf Trust
Title
Trustee
Phone
2693889800
Signed
2020-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
1988
Legal Domicile
Mi
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Jansen Valk Thompson & Reahm Pc
Address
7171 STADIUM DR, KALAMAZOO, MI 49009-4943
Preparer
Rhonda L Newman
Phone
2693817600
Raw XML Appendix269 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0DISTRIBUTIONS ARE PAID TO NAMED CHARITY PER TERMS OF THE GOVERNING DOCUMENT TO HELP DEFRAY EXPENSES OF THE CHARITY.
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0GREENLEAF TRUST
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0GREENLEAF TRUST
IRS990/BooksInCareOfDetail/PhoneNum02693889800
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0211 S ROSE STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0KALAMAZOO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd049007
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt01757982
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt01734170
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt010702
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt010702
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt099994
IRS990/CYInvestmentIncomeAmt087967
IRS990/CYOtherExpensesAmt01083
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-23812
IRS990/CYSalariesCompEmpBnftPaidAmt010702
IRS990/CYTotalExpensesAmt0111779
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt087967
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0DISTRIBUTIONS TO VARIOUS CHARITABLE ORGANIZATIONS AS DIRECTED BY THE GOVERNING DOCUMENT.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt099994
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01000
IRS990/FeesForServicesAccountingGrp/TotalAmt01000
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0GREENLEAF TRUST
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine2Txt0GREENLEAF TRUST
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt010702
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt02188
IRS990/GainOrLossGrp/SecuritiesAmt049947
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt099994
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt099994
IRS990/GrantsToDomesticOrgsGrp/TotalAmt099994
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt02188
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0564207
IRS990/GrossReceiptsAmt0602227
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt035832
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt035832
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01659884
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01655331
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0514260
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0DISTRIBUTIONS ARE PAID TO NAMED CHARITY PER TERMS OF THE GOVERNING DOCUMENT TO HELP DEFRAY EXPENSES OF THE CHARITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01757982
IRS990/NetAssetsOrFundBalancesEOYAmt01734170
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt052135
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt052135
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES PAID
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt083
IRS990/OtherExpensesGrp/TotalAmt083
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0GREENLEAF TRUST
IRS990/PrincipalOfcrBusinessName/BusinessNameLine2Txt0GREENLEAF TRUST
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt092891
IRS990/PYInvestmentIncomeAmt078290
IRS990/PYOtherExpensesAmt01940
IRS990/PYRevenuesLessExpensesAmt0-30717
IRS990/PYSalariesCompEmpBnftPaidAmt014176
IRS990/PYTotalExpensesAmt0109007
IRS990/PYTotalRevenueAmt078290
IRS990/ReconcilationRevenueExpnssAmt0-23812
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt098098
IRS990/SavingsAndTempCashInvstGrp/EOYAmt078839
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0381474932
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt099994
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0KALAMAZOO COUNTY HUMANE SOCIETY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0KALAMAZOO COUNTY HUMANE SOCIETY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt099994
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt099994
IRS990ScheduleI/RecipientTable/IRCSectionDesc03
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0KALAMAZOO COUNTY HUMANE SOCIETY
IRS990ScheduleI/RecipientTable/RecipientEIN0381474932
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03661 EAST ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0KALAMAZOO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd049001
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEE OF THE ORGANIZATION WILL REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MI
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01757982
IRS990/TotalAssetsEOYAmt01734170
IRS990/TotalAssetsGrp/BOYAmt01757982
IRS990/TotalAssetsGrp/EOYAmt01734170
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011785
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt099994
IRS990/TotalFunctionalExpensesGrp/TotalAmt0111779
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01757982
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01734170
IRS990/TotalProgramServiceExpensesAmt099994
IRS990/TotalReportableCompFromOrgAmt010702
IRS990/TotalRevenueGrp/ExclusionAmt087967
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt087967
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01757982
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01734170
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0211 S ROSE STREET
IRS990/USAddress/CityNm0KALAMAZOO
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd049007
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREENLEAF TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02693889800
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FLORENCE E HERMAN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FLOR
ReturnHeader/Filer/EIN0386567414
ReturnHeader/Filer/PhoneNum02693889800
ReturnHeader/Filer/USAddress/AddressLine1Txt0211 S ROSE STREET
ReturnHeader/Filer/USAddress/CityNm0KALAMAZOO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049007
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383186775
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JANSEN VALK THOMPSON & REAHM PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07171 STADIUM DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KALAMAZOO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0490094943
ReturnHeader/PreparerPersonGrp/PhoneNum02693817600
ReturnHeader/PreparerPersonGrp/PreparationDt02020-12-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RHONDA L NEWMAN
ReturnHeader/ReturnTs02021-01-29T12:41:23-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,734,170
Liabilities
$0
Net assets
$1,734,170
Revenue
$87,967
Expenses
$111,779
Net income
-$23,812
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$0.12$0.12$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$0.08$0.12$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.00$1.64$0.06$0.14$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.72$0.09$0.13$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.75$0.00$1.75$0.13$0.12$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.09$0.11$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.00$1.76$0.08$0.11$0.03
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$0.00$1.79$0.15$0.11$0.04
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.75$0.00$1.75$0.08$0.23$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.00$1.90$0.39$0.02$0.37
2015Summary only. Only limited summary data is available for this year.$1.53$0.00$1.53$0.08$0.12$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.07$0.12$0.05
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.62$0.00$1.62$0.07$0.12$0.05
2012Summary only. Only limited summary data is available for this year.$1.68$0.00$1.68$0.06$0.12$0.06