Civic Intelligence

Florence E Herman Charitable Trust

990 • Fiscal year 2022 • EIN 38-6567414

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 07, 2023

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

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

10th percentile

-34%

Higher net margin than 10% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

41st percentile

$15,029

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 16.0% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

40th percentile

-1.8%

Faster asset growth than 40% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

14th percentile

-29%

Faster revenue growth than 14% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$1,719,835

Down $32,136 (-1.8%) from 2021

Net Assets

Down

$1,719,835

Down $32,136 (-1.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin10th percentile

Revenue

Down

$93,897

Down $39,210 (-29%) from 2021

Expenses

Up

$126,034

Up $10,728 (+9.3%) from 2021

Net Income

Down

-$32,137

Down $49,938 (-281%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2022

Assets$1,719,835
Liabilities$0
Net Assets$1,719,835
Open 2022 Filing

Operations Trend

Revenue Growth14th 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

2022

Revenue$93,897
Expenses$126,034
Net Income-$32,137
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 7, 2023
Return Version
2021v4.0
Gross Receipts
$190,511
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$1,751,972$1,719,835▼ $32,137
Investments in Publicly Traded Securities$1,629,067$1,596,197▼ $32,870
Savings and Temporary Cash Investments$122,905$123,638▲ $733
Total Assets$1,751,972$1,719,835▼ $32,137
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,751,972$1,719,835▼ $32,137
Total Liabilities and Net Assets / Fund Balance$1,751,972$1,719,835▼ $32,137
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleBaseTotal
-Trustee$15,029$15,029
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$93,897
Other Revenue
$0
Change in Net Assets
$-32,137
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$109,923
Salaries, Compensation, and Employee Benefits$15,029
Other Expenses$1,082
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$109,923--$109,923
Current Officers, Directors, Trustees, and Key Employees-$15,029-$15,029
Fees for Services Accounting-$1,000-$1,000
Other Expenses-$82-$82
Total Functional Expenses$109,923$16,111$0$126,034
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Kalamazoo County Humane SocietyKalamazoo, MI3Operating Support$109,923
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
2023-01-07
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Uhy Advisors Mi Inc
Address
7171 STADIUM DR, KALAMAZOO, MI 49009-4943
Preparer
Rhonda L Newman
Phone
2693817600
Raw XML Appendix272 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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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0122905
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ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,719,835
Liabilities
$0
Net assets
$1,719,835
Revenue
$93,897
Expenses
$126,034
Net income
-$32,137
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
2022Detailed filing. Detailed filing data is available for this year.$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
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