Civic Intelligence

Herman Foundation C/O Richard M Herman

990PF • Fiscal year 2023 • EIN 47-0896236

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 10, 2024

Organization Profile
11923 No 173rd CircleBennington, NE 68007-5713

(402) 343-0102

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

7th percentile

-111%

Higher net margin than 7% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

60th percentile

$48,000

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 39.8% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

60th percentile

6.1%

Faster asset growth than 60% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

478%

Faster revenue growth than 97% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$4,085,381

Up $233,170 (+6.1%) from 2022

Net Assets

Up

$4,085,381

Up $233,170 (+6.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin7th percentile

Revenue

Up

$120,576

Up $99,710 (+478%) from 2022

Expenses

Down

$254,078

Down $61,842 (-20%) from 2022

Net Income

Up

-$133,502

Up $161,552 (+55%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,890,162Liabilities 2011: $02011Assets 2012: $3,694,873Liabilities 2012: $02012Assets 2013: $4,718,158Liabilities 2013: $0Net Assets 2013: $4,718,1582013Assets 2014: $4,563,510Liabilities 2014: $0Net Assets 2014: $4,563,5102014Assets 2015: $4,657,517Liabilities 2015: $0Net Assets 2015: $4,657,5172015Assets 2016: $4,527,303Liabilities 2016: $0Net Assets 2016: $4,527,3032016Assets 2017: $4,719,644Liabilities 2017: $0Net Assets 2017: $4,719,6442017Assets 2018: $4,290,414Liabilities 2018: $0Net Assets 2018: $4,290,4142018Assets 2019: $4,572,105Liabilities 2019: $0Net Assets 2019: $4,572,1052019Assets 2020: $4,507,818Liabilities 2020: $0Net Assets 2020: $4,507,8182020Assets 2021: $4,650,781Liabilities 2021: $0Net Assets 2021: $4,650,7812021Assets 2022: $3,852,211Liabilities 2022: $0Net Assets 2022: $3,852,2112022Assets 2023: $4,085,381Liabilities 2023: $0Net Assets 2023: $4,085,3812023Assets 2024: $4,104,779Liabilities 2024: $0Net Assets 2024: $4,104,7792024

Highlighted filing

2023

Assets$4,085,381
Liabilities$0
Net Assets$4,085,381
Open 2023 Filing

Operations Trend

Revenue Growth97th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $53,357Expenses 2011: $124,043Net Income 2011: -$70,6862011Revenue 2012: $1,527,597Expenses 2012: $338,585Net Income 2012: $1,189,0122012Revenue 2013: $191,287Expenses 2013: $321,425Net Income 2013: -$130,1382013Revenue 2014: $185,526Expenses 2014: $246,891Net Income 2014: -$61,3652014Revenue 2015: $1,649,740Expenses 2015: $274,918Net Income 2015: $1,374,8222015Revenue 2016: $692,503Expenses 2016: $320,269Net Income 2016: $372,2342016Revenue 2017: $377,486Expenses 2017: $406,023Net Income 2017: -$28,5372017Revenue 2018: $268,920Expenses 2018: $303,149Net Income 2018: -$34,2292018Revenue 2019: $256,972Expenses 2019: $393,154Net Income 2019: -$136,1822019Revenue 2020: $186,503Expenses 2020: $276,812Net Income 2020: -$90,3092020Revenue 2021: $212,557Expenses 2021: $279,863Net Income 2021: -$67,3062021Revenue 2022: $20,866Expenses 2022: $315,920Net Income 2022: -$295,0542022Revenue 2023: $120,576Expenses 2023: $254,078Net Income 2023: -$133,5022023Revenue 2024: $304,272Expenses 2024: $283,742Net Income 2024: $20,5302024

Highlighted filing

2023

Revenue$120,576
Expenses$254,078
Net Income-$133,502
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 10, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD M HERMANPresident,Treasurer, Direc-$48,000-$48,000
RICHARD CARSTENSSecretary, Director-$0--
DR RICHARD A CARSTENSVice President, Director-$0--
Filing and Contact Details

Filer

Filer Name
Herman Foundation
EIN
47-0896236
Phone
4023430102
Address
11923 NO 173RD CIRCLE, BENNINGTON, NE 68007-5713

Signing Officer

Name
Richard Herman
Title
President
Phone
4023430102
Signed
2024-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Frankel LLC
Address
11404 WEST DODGE RD SUITE 700, OMAHA, NE 68154-2576
Preparer
Amy Sughroue
Phone
4024969100
Raw XML Appendix355 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD M HERMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RICHARD CARSTENS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT,TREASURER, DIREC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt011923 NO 173RD CIRCLE BENNINGTON NE
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RICHARD M HERMAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt011923 NO 173RD CIRCLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BENNINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0680075713
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04023430102
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3120000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FOODBANK FOR THE HEARTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ST PATRICK CATHOLIC CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2TEAMMATES FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3UNIVERSITY OF NEBRASKA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0IRC SEC 509(A)(1)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1IRC SEC 509(A)(1)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2IRC SEC 509(A)(1)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3IRC SEC 509(A)(1)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02285 S 67 ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt120500 W MAPLE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26801 O STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31010 LINCOLN MALL SUITE 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OMAHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ELKHORN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LINCOLN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LINCOLN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd068106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd168022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd268510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd368508
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0190000
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/AppliedToCurrentYearAmt0190000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0193513
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03513
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt045742
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0102970
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt08730
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03513
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05217
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0148712
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt045742
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0102970
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0190000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0153929
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0157442
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0175
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0210
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0366672
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011966
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt011966
TaxesSchedule/TaxesDetail/Amt0164
TaxesSchedule/TaxesDetail/Amt1247
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN INCOME TAX PAID-ACCT 7033
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN INCOME TAX PAID-ACCT 6165
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0164
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1247
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD HERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04023430102
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERMAN FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O RICHARD M HERMAN
ReturnHeader/Filer/BusinessNameControlTxt0HERM
ReturnHeader/Filer/EIN0470896236
ReturnHeader/Filer/PhoneNum04023430102
ReturnHeader/Filer/USAddress/AddressLine1Txt011923 NO 173RD CIRCLE
ReturnHeader/Filer/USAddress/CityNm0BENNINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd0680075713
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470574775
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRANKEL LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011404 WEST DODGE RD SUITE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OMAHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0681542576
ReturnHeader/PreparerPersonGrp/PhoneNum04024969100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY SUGHROUE
ReturnHeader/ReturnTs02024-11-14T12:13:02-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,085,381
Liabilities
$0
Net assets
$4,085,381
Revenue
$120,576
Expenses
$254,078
Net income
-$133,502
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.30$0.28$0.02
2023Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.12$0.25$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.02$0.32$0.30
2021Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.21$0.28$0.07
2020Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.19$0.28$0.09
2019Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.26$0.39$0.14
2018Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.27$0.30$0.03
2017Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.38$0.41$0.03
2016Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.69$0.32$0.37
2015Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$1.65$0.27$1.37
2014Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.19$0.25$0.06
2013Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.19$0.32$0.13
2012Summary only. Only limited summary data is available for this year.$3.69$0.00$1.53$0.34$1.19
2011Summary only. Only limited summary data is available for this year.$2.89$0.00$0.05$0.12$0.07