Civic Intelligence

The Herche Family Foundation Inc.

990PF • Fiscal year 2014 • EIN 46-1512670

Jan 01, 2014 to Dec 31, 2014 • Filed on May 12, 2015

Organization Profile
4955 Spring Grove AvenueCincinnati, OH 45232

(513) 482-7665

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

95th percentile

78%

Higher net margin than 95% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

90th percentile

35%

Faster asset growth than 90% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

41st percentile

0.5%

Faster revenue growth than 41% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$2,375,955

Up $618,769 (+35%) from 2013

Net Assets

Up

$2,375,955

Up $618,769 (+35%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin95th percentile

Revenue

Up

$700,594

Up $3,499 (+0.5%) from 2013

Expenses

Up

$153,304

Up $78,512 (+105%) from 2013

Net Income

Down

$547,290

Down $75,013 (-12%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$10M$5.0M$0Assets 2012: $1,049,908Liabilities 2012: $02012Assets 2013: $1,757,186Liabilities 2013: $0Net Assets 2013: $1,757,1862013Assets 2014: $2,375,955Liabilities 2014: $0Net Assets 2014: $2,375,9552014Assets 2015: $2,494,560Liabilities 2015: $0Net Assets 2015: $2,494,5602015Assets 2016: $3,253,987Liabilities 2016: $0Net Assets 2016: $3,253,9872016Assets 2018: $4,582,176Liabilities 2018: $0Net Assets 2018: $4,582,1762018Assets 2019: $5,271,742Liabilities 2019: $0Net Assets 2019: $5,271,7422019Assets 2020: $6,099,767Liabilities 2020: $0Net Assets 2020: $6,099,7672020Assets 2021: $7,797,027Liabilities 2021: $0Net Assets 2021: $7,797,0272021Assets 2022: $6,401,307Liabilities 2022: $0Net Assets 2022: $6,401,3072022Assets 2023: $7,596,633Liabilities 2023: $0Net Assets 2023: $7,596,6332023Assets 2024: $9,971,233Liabilities 2024: $0Net Assets 2024: $9,971,2332024

Highlighted filing

2014

Assets$2,375,955
Liabilities$0
Net Assets$2,375,955
Open 2014 Filing

Operations Trend

Revenue Growth41st percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $1,049,908Expenses 2012: $0Net Income 2012: $1,049,9082012Revenue 2013: $697,095Expenses 2013: $74,792Net Income 2013: $622,3032013Revenue 2014: $700,594Expenses 2014: $153,304Net Income 2014: $547,2902014Revenue 2015: $548,543Expenses 2015: $296,868Net Income 2015: $251,6752015Revenue 2016: $1,363,006Expenses 2016: $756,635Net Income 2016: $606,3712016Revenue 2018: $1,223,749Expenses 2018: $1,302,984Net Income 2018: -$79,2352018Revenue 2019: $925,693Expenses 2019: $831,797Net Income 2019: $93,8962019Revenue 2020: $1,777,161Expenses 2020: $1,175,639Net Income 2020: $601,5222020Revenue 2021: $1,526,152Expenses 2021: $182,731Net Income 2021: $1,343,4212021Revenue 2022: $210,573Expenses 2022: $599,395Net Income 2022: -$388,8222022Revenue 2023: $1,769,716Expenses 2023: $823,053Net Income 2023: $946,6632023Revenue 2024: $3,186,039Expenses 2024: $2,792,079Net Income 2024: $393,9602024

Highlighted filing

2014

Revenue$700,594
Expenses$153,304
Net Income$547,290
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 12, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID HERCHEDirector/President-$0--
TOM CHATHAMDirector/Treasurer-$0--
WENDY THURSBYDirector/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
David Herche Foundation Inc
EIN
46-1512670
Phone
5134827665
Address
4955 SPRING GROVE AVENUE, CINCINNATI, OH 45232

Signing Officer

Name
David Herche
Title
President
Phone
5134827665
Signed
2015-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
250 EAST FIFTH STREET SUITE 1800, CINCINNATI, OH 45202
Preparer
Robin Hays-haun
Phone
5137847100
Raw XML Appendix345 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/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DAVID HERCHE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05134827665
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0C/O 4955 SPRING GROVE AVENUE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd045232
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DAVID HERCHE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0STPETER CLAVER LATIN SCHOOL FOR BOYS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF CINCINNATI FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BRIGHT STAR MISSIONARY BAPTIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0123 EAST THIRTEENTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 19970
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt213405 SAINT CLAIR AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CLEAVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd145219
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd244110
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0125000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt098191
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt098191
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03599
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt035158
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt031559
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03599
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0129750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt031559
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt035158
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03599
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DAVID HERCHE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O 4955 SPRING GROVE AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CINCINNATI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd045232
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0502726
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0502726
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc07,719 SHARES OF VARIOUS PUBLICLY TRADED STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02014-11-14
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncreasesSchedule/OtherIncreasesDetail/Amt071479
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MARK TO MARKET UNREALIZED LOSSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07070
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CHARLES SCHWAB
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07070
TaxesSchedule/TaxesDetail/Amt011534
TaxesSchedule/TaxesDetail/Amt1200
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1OH TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID HERCHE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05134827665
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID HERCHE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0461512670
ReturnHeader/Filer/PhoneNum05134827665
ReturnHeader/Filer/USAddress/AddressLine1Txt04955 SPRING GROVE AVENUE
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045232
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0250 EAST FIFTH STREET SUITE 1800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045202
ReturnHeader/PreparerPersonGrp/PhoneNum05137847100
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBIN HAYS-HAUN
ReturnHeader/ReturnTs02015-05-12T14:39:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,375,955
Liabilities
$0
Net assets
$2,375,955
Revenue
$700,594
Expenses
$153,304
Net income
$547,290
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.97$0.00$9.97$3.19$2.79$0.39
2023Detailed filing. Detailed filing data is available for this year.$7.60$0.00$7.60$1.77$0.82$0.95
2022Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$0.21$0.60$0.39
2021Detailed filing. Detailed filing data is available for this year.$7.80$0.00$7.80$1.53$0.18$1.34
2020Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$1.78$1.18$0.60
2019Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$0.93$0.83$0.09
2018Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$1.22$1.30$0.08
2016Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$1.36$0.76$0.61
2015Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.55$0.30$0.25
2014Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.70$0.15$0.55
2013Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.70$0.07$0.62
2012Summary only. Only limited summary data is available for this year.$1.05$0.00$1.05$0.00$1.05