Civic Intelligence

Florence E Herman Charitable Trust

990 • Fiscal year 2013 • EIN 38-6567414

Jul 01, 2012 to Jun 30, 2013 • Filed on Aug 21, 2013

Organization ProfileN/A
PO Box 3636Kalamazoo, MI 49501-3636
Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

27th percentile

-3.1%

Faster asset growth than 27% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$1,624,645

Down $51,336 (-3.1%) from 2012

Net Assets

Down

$1,624,645

Down $51,336 (-3.1%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Up

$66,810

Up $9,280 (+16%) from 2012

Expenses

Up

$118,146

Up $1,231 (+1.1%) from 2012

Net Income

Up

-$51,336

Up $8,049 (+14%) from 2012

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

2013

Assets$1,624,645
Liabilities$0
Net Assets$1,624,645
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2013

Revenue$66,810
Expenses$118,146
Net Income-$51,336
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Aug 21, 2013
Return Version
2012v2.1
Gross Receipts
$101,596
Mission and Program Overview

Mission

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

Filing and Contact Details

Filer

EIN
38-6567414
Raw XML Appendix254 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
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IRS990/CapStckTrstPrinCurrentFunds/BOY01672065
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IRS990/CompensationProcessCEO0false
IRS990/CompensationProcessOther0false
IRS990/ComplianceWithBackupWitholding0true
IRS990/ConflictOfInterestPolicy0false
IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0false
IRS990/ContributionsGrantsCurrentYear00
IRS990/CreditCounseling0false
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IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
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IRS990/DescribedIn501C30true
IRS990/Description0DISTRIBUTIONS TO VARIOUS CHARITABLE ORGANIZATIONS AS DIRECTED BY THE GOVERNING DOCUMENT.
IRS990/DisregardedEntity0false
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IRS990/FeesForServicesAccounting/ManagementAndGeneral0660
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IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.00
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IRS990/Form990PartVIISectionA/ReportableCompFromOrganization021442
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990ProvidedToGoverningBody0true
IRS990/FormersListed0false
IRS990/FSAudited0false
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IRS990/FundsToPayPremiums0false
IRS990/GainOrLoss/Securities024362
IRS990/Gaming0false
IRS990/Grants095693
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IRS990/GrantsAndSimilarAmntsPriorYear095532
IRS990/GrantsToDomesticOrgs/ProgramServices095693
IRS990/GrantsToDomesticOrgs/Total095693
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0true
IRS990/GrantToRelatedPerson0false
IRS990/GrossAmountSalesAssets/Securities059148
IRS990/GrossReceipts0101596
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0false
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/InvestmentIncomeCurrentYear066810
IRS990/InvestmentIncomePriorYear057530
IRS990/InvestmentIncome/RelatedOrExemptFunctionIncome042448
IRS990/InvestmentIncome/TotalRevenueColumn042448
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsPubTradedSecurities/BOY01643973
IRS990/InvestmentsPubTradedSecurities/EOY01612874
IRS990/LessCostOthBasisSalesExpenses/Securities034786
IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingCash0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0DISTRIBUTIONS ARE PAID TO NAMED CHARITY PER TERMS OF THE GOVERNING DOCUMENT TO HELP DEFRAY EXPENSES OF THE CHARITY.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerBusiness/BusinessNameLine10FIFTH THIRD BANK
IRS990/NbrIndependentVotingMembers00
IRS990/NbrVotingGoverningBodyMembers01
IRS990/NbrVotingMembersGoverningBody01
IRS990/NetAssetsOrFundBalancesBOY01675981
IRS990/NetAssetsOrFundBalancesEOY01624645
IRS990/NetGainOrLossInvestments/RelatedOrExemptFunctionIncome024362
IRS990/NetGainOrLossInvestments/TotalRevenueColumn024362
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c30X
IRS990/OtherExpensePriorYear01070
IRS990/OtherExpensesCurrentYear01011
IRS990/OtherRevenueCurrentYear00
IRS990/PartialLiquidation0false
IRS990/PoliticalActivities0false
IRS990/PremiumsPaid0false
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY00
IRS990/ProhibitedTaxShelterTrans0false
IRS990/QuidProQuoContributions0false
IRS990/ReconcilationRevenueExpenses0-51336
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/RetainedEarningsEndowmentEtc/BOY03916
IRS990/RetainedEarningsEndowmentEtc/EOY01090
IRS990/RevenuesLessExpensesCY0-51336
IRS990/RevenuesLessExpensesPriorYear0-59385
IRS990/SalariesEtcCurrentYear021442
IRS990/SalariesEtcPriorYear020313
IRS990/SavingsAndTempCashInvestments/BOY032007
IRS990/SavingsAndTempCashInvestments/EOY011770
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity0false
IRS990ScheduleA/ContribByControllingIndividual0false
IRS990ScheduleA/ContributionByRelatedParty0false
IRS990ScheduleA/SumOfAmounts095693
IRS990ScheduleA/SupportedOrgInformation/Amount095693
IRS990ScheduleA/SupportedOrgInformation/EIN0381474932
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc0true
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10KALAMAZOO CNTY HUMANE SOC
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS0true
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified0true
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization0501(c)3
IRS990ScheduleA/SupportingOrg509a3Type10X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990/ScheduleBRequired0false
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0GRANTS ARE MADE TO ORGANIZATIONS NAMED IN THE GOVERNING DOCUMENT TO BE USED FOR THE PURPOSES AND PROGRAMS ESTABLISHED BY THE TRUST INSTRUMENT. NO UNSOLICITED REQUESTS FOR FUNDS ARE ACCEPTED.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0910
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine104239 S WESTNEDGE
IRS990ScheduleI/RecipientTable/AddressUS/City0KALAMAZOO
IRS990ScheduleI/RecipientTable/AddressUS/State0MI
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode049008
IRS990ScheduleI/RecipientTable/AmountOfCashGrant095693
IRS990ScheduleI/RecipientTable/EINOfRecipient0381474932
IRS990ScheduleI/RecipientTable/IRCSection0501(c)3
IRS990ScheduleI/RecipientTable/MethodOfValuation0FMV
IRS990ScheduleI/RecipientTable/PurposeOfGrant0GENERAL OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10KALAMAZOO COUNTY HUMANE SOCIETY
IRS990ScheduleI/RecordsMaintained0true
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0FORM 990 IS REVIEWED BY A TAX OFFICER OF THE TRUSTEE
IRS990ScheduleO/GeneralExplanation/Explanation1FORMS ARE AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION
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IRS990ScheduleO/GeneralExplanation/Identifier1DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleO/GeneralExplanation/Identifier2DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
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IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/ScheduleORequired0true
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IRS990/SignificantNewProgramServices0false
IRS990/StateLegalDomicile0MI
IRS990/StatesWhereCopyOfReturnIsFiled0MI
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/Terminated0false
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IRS990/TotalExpensesCurrentYear0118146
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IRS990/TotalGrossUBI00
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IRS990/TotalLiabilitiesEOY00
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IRS990/TotalNetAssetsFundBalances/BOY01675981
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IRS990/TransfersToExemptNonChrtblOrg0false
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IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation01987
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0386567414
ReturnHeader/Filer/Name/BusinessNameLine10HERMAN FLORENCE 5
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ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode0495013636
ReturnHeader/Officer/DateSigned02013-08-21
ReturnHeader/Officer/Name0MATTHEW CAROTHERS
ReturnHeader/Officer/Phone05173514739
ReturnHeader/Officer/Title0Trustee
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-21T10:23:55-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,624,645
Liabilities
$0
Net assets
$1,624,645
Revenue
$66,810
Expenses
$118,146
Net income
-$51,336
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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$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