Civic Intelligence

Florence E Herman Charitable Trust

990 • Fiscal year 2019 • EIN 38-6567414

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 03, 2019

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.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

8th percentile

-39%

Higher net margin than 8% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

38th percentile

$14,176

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 18.1% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

32nd percentile

-1.7%

Faster asset growth than 32% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-48%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$1,757,982

Down $30,717 (-1.7%) from 2018

Net Assets

Down

$1,757,982

Down $30,717 (-1.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin8th percentile

Revenue

Down

$78,290

Down $72,730 (-48%) from 2018

Expenses

Down

$109,007

Down $5,886 (-5.1%) from 2018

Net Income

Down

-$30,717

Down $66,844 (-185%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2019

Assets$1,757,982
Liabilities$0
Net Assets$1,757,982
Open 2019 Filing

Operations Trend

Revenue Growth5th 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

2019

Revenue$78,290
Expenses$109,007
Net Income-$30,717
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 3, 2019
Return Version
2018v3.2
Gross Receipts
$606,032
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$1,788,699$1,757,982▼ $30,717
Investments in Publicly Traded Securities$1,658,531$1,659,884▲ $1,353
Savings and Temporary Cash Investments$130,168$98,098▼ $32,070
Total Assets$1,788,699$1,757,982▼ $30,717
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,788,699$1,757,982▼ $30,717
Total Liabilities and Net Assets / Fund Balance$1,788,699$1,757,982▼ $30,717
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleBaseTotal
-Trustee$14,176$14,176
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$78,290
Other Revenue
$0
Change in Net Assets
$-30,717
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$92,891
Salaries, Compensation, and Employee Benefits$14,176
Other Expenses$1,940
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$92,891--$92,891
Current Officers, Directors, Trustees, and Key Employees-$14,176-$14,176
Fees for Services Accounting-$1,000-$1,000
Fees for Services Management-$870-$870
Other Expenses-$70-$70
Total Functional Expenses$92,891$16,116$0$109,007
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Kalamazoo County Humane SocietyKalamazoo, MI3Operating Support$92,891
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 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
2019-09-03
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 Appendix277 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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ReturnHeader/ReturnTs02020-02-06T07:17:27-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,757,982
Liabilities
$0
Net assets
$1,757,982
Revenue
$78,290
Expenses
$109,007
Net income
-$30,717
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
2019Detailed filing. Detailed filing data is available for this year.$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