Civic Intelligence

Hermanson Family Charitable Foundation

990PF • Fiscal year 2017 • EIN 45-3571164

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

522 Story St Unit 101Story City, IA 50248

(515) 432-8636

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

95th percentile

72%

Higher net margin than 95% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

73rd percentile

18%

Faster asset growth than 73% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

849%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$435,053

Up $65,081 (+18%) from 2016

Net Assets

Up

$435,053

Up $65,081 (+18%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$89,813

Up $80,353 (+849%) from 2016

Expenses

Up

$24,732

Up $1,830 (+8.0%) from 2016

Net Income

Up

$65,081

Up $78,523 (+584%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $225,365Liabilities 2011: $02011Assets 2012: $277,020Liabilities 2012: $02012Assets 2013: $297,475Liabilities 2013: $0Net Assets 2013: $297,4752013Assets 2014: $371,933Liabilities 2014: $02014Assets 2015: $383,414Liabilities 2015: $0Net Assets 2015: $383,4142015Assets 2016: $369,972Liabilities 2016: $0Net Assets 2016: $369,9722016Assets 2017: $435,053Liabilities 2017: $0Net Assets 2017: $435,0532017Assets 2018: $423,958Liabilities 2018: $0Net Assets 2018: $423,9582018Assets 2019: $421,948Liabilities 2019: $0Net Assets 2019: $421,9482019Assets 2020: $436,424Liabilities 2020: $0Net Assets 2020: $436,4242020Assets 2021: $431,729Liabilities 2021: $0Net Assets 2021: $431,7292021Assets 2022: $427,653Liabilities 2022: $0Net Assets 2022: $427,6532022Assets 2023: $44,388Liabilities 2023: $0Net Assets 2023: $44,3882023Assets 2024: $41,956Liabilities 2024: $0Net Assets 2024: $41,9562024

Highlighted filing

2017

Assets$435,053
Liabilities$0
Net Assets$435,053

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $229,754Expenses 2011: $4,389Net Income 2011: $225,3652011Revenue 2012: $69,155Expenses 2012: $17,500Net Income 2012: $51,6552012Revenue 2013: $35,171Expenses 2013: $14,716Net Income 2013: $20,4552013Revenue 2014: $93,971Expenses 2014: $19,513Net Income 2014: $74,4582014Revenue 2015: $46,111Expenses 2015: $34,630Net Income 2015: $11,4812015Revenue 2016: $9,460Expenses 2016: $22,902Net Income 2016: -$13,4422016Revenue 2017: $89,813Expenses 2017: $24,732Net Income 2017: $65,0812017Revenue 2018: $22,933Expenses 2018: $34,028Net Income 2018: -$11,0952018Revenue 2019: $43,165Expenses 2019: $45,323Net Income 2019: -$2,1582019Revenue 2020: $66,459Expenses 2020: $52,106Net Income 2020: $14,3532020Revenue 2021: $34,360Expenses 2021: $39,396Net Income 2021: -$5,0362021Revenue 2022: $56,249Expenses 2022: $60,328Net Income 2022: -$4,0792022Revenue 2023: $16,768Expenses 2023: $1,152,763Net Income 2023: -$1,135,9952023Revenue 2024: $1,638Expenses 2024: $4,070Net Income 2024: -$2,4322024

Highlighted filing

2017

Revenue$89,813
Expenses$24,732
Net Income$65,081
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 1, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER A HERMANSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Hermanson Family Charitable
EIN
45-3571164
Address
522 STORY ST UNIT 101, STORY CITY, IA 50248

Signing Officer

Name
Peter a Hermanson
Title
Trustee
Signed
2018-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Henkel & Associates Pc
Address
817 KEELER ST, BOONE, IA 50036
Preparer
James Henkel
Phone
5154328636
Raw XML Appendix346 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 862
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12505 UNIVERSITY BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt211121 HICKMAN RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 487
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43001 RIVERSIDE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5615 SLATERS LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 3000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7315 CLARK AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8520 W WATER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9106 S 6TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0PO BOX 269
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DES MOINES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1AMES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2URBANDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MONUMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4STORY CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5ALEXANDRIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6BOONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7AMES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8DECORAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9FOREST CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050304
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd150010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd250322
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd380132
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd450248
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd522313
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd628607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd750010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd852101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd950436
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt023250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt023250
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028083
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0950
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0950
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0950
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt023250
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0950
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03883
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0PETER A JANET HERMANSON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0522 STORY STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0STORY CITY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd050248
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt073228
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt073228
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc02864.309 SH PRINCIPAL INVESTORS
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02017-11-21
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt09
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt048
TaxesSchedule/TaxesDetail/Amt0225
TaxesSchedule/TaxesDetail/Amt148
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt048
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER A HERMANSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERMANSON FAMILY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HERM
ReturnHeader/Filer/EIN0453571164
ReturnHeader/Filer/USAddress/AddressLine1Txt0522 STORY ST UNIT 101
ReturnHeader/Filer/USAddress/CityNm0STORY CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050248
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId028F7AA083645852B712D9ABBFBDF85A2BDB8415D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId028F7AA083645852B712D9ABBFBDF85A2BDB8415D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.166.156.202
ReturnHeader/FilingSecurityInformation/IPDt02018-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:53:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421017239
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HENKEL & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0817 KEELER ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOONE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050036
ReturnHeader/PreparerPersonGrp/PhoneNum05154328636
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES HENKEL
ReturnHeader/ReturnTs02018-05-09T09:53:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.02$1.15$1.14
2022Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.06$0.06$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.03$0.04$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.07$0.05$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.04$0.05$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.02$0.03$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.09$0.02$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.01$0.02$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.05$0.03$0.01
2014Summary only. Only limited summary data is available for this year.$0.37$0.00$0.09$0.02$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.04$0.01$0.02
2012Summary only. Only limited summary data is available for this year.$0.28$0.00$0.07$0.02$0.05
2011Summary only. Only limited summary data is available for this year.$0.23$0.00$0.23$0.00$0.23