Civic Intelligence

Herndon Foundation

990PF • Fiscal year 2018 • EIN 54-6060809

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 28, 2019

Organization Profile
9030 Stony Point Pkwy No 505Richmond, VA 23235

(804) 560-4119

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

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

2018 filings • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

10th percentile

0.00x

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

2018 filings • $25M-$50M nonprofits • Source year 2018

Net Margin

5th percentile

-54%

Higher net margin than 5% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

2018 filings • $25M-$50M nonprofits • Source year 2018

Asset Growth

46th percentile

1.4%

Faster asset growth than 46% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

41st percentile

2.4%

Faster revenue growth than 41% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$29,317,179

Up $412,194 (+1.4%) from 2017

Net Assets

Up

$29,317,179

Up $412,194 (+1.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin5th percentile

Revenue

Up

$3,464,296

Up $82,425 (+2.4%) from 2017

Expenses

Up

$5,338,402

Up $1,133,731 (+27%) from 2017

Net Income

Down

-$1,874,106

Down $1,051,306 (-128%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$80M$60M$40M$20M$0Assets 2011: $16,678,042Liabilities 2011: $02011Assets 2012: $22,266,142Liabilities 2012: $02012Assets 2013: $27,219,379Liabilities 2013: $02013Assets 2014: $27,001,302Liabilities 2014: $02014Assets 2015: $26,156,537Liabilities 2015: $02015Assets 2017: $28,904,985Liabilities 2017: $0Net Assets 2017: $28,904,9852017Assets 2018: $29,317,179Liabilities 2018: $0Net Assets 2018: $29,317,1792018Assets 2019: $27,569,722Liabilities 2019: $0Net Assets 2019: $27,569,7222019Assets 2020: $25,755,396Liabilities 2020: $0Net Assets 2020: $25,755,3962020Assets 2021: $30,381,361Liabilities 2021: $12021Assets 2022: $27,022,319Liabilities 2022: $0Net Assets 2022: $27,022,3192022Assets 2023: $41,497,576Liabilities 2023: $12023Assets 2024: $61,989,429Liabilities 2024: $0Net Assets 2024: $61,989,4292024

Highlighted filing

2018

Assets$29,317,179
Liabilities$0
Net Assets$29,317,179
Open 2018 Filing

Operations Trend

Revenue Growth41st percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $890,663Expenses 2011: $1,710,883Net Income 2011: -$820,2202011Revenue 2012: $7,885,733Expenses 2012: $2,297,633Net Income 2012: $5,588,1002012Revenue 2013: $8,280,898Expenses 2013: $3,327,661Net Income 2013: $4,953,2372013Revenue 2014: $3,616,689Expenses 2014: $3,834,766Net Income 2014: -$218,0772014Revenue 2015: $2,534,812Expenses 2015: $3,379,577Net Income 2015: -$844,7652015Revenue 2017: $3,381,871Expenses 2017: $4,204,671Net Income 2017: -$822,8002017Revenue 2018: $3,464,296Expenses 2018: $5,338,402Net Income 2018: -$1,874,1062018Revenue 2019: $3,145,068Expenses 2019: $4,830,913Net Income 2019: -$1,685,8452019Revenue 2020: $2,475,680Expenses 2020: $4,272,097Net Income 2020: -$1,796,4172020Revenue 2021: $9,099,311Expenses 2021: $4,363,164Net Income 2021: $4,736,1472021Revenue 2022: $5,294,934Expenses 2022: $5,624,613Net Income 2022: -$329,6792022Revenue 2023: $22,490,045Expenses 2023: $6,043,237Net Income 2023: $16,446,8082023Revenue 2024: $16,133,487Expenses 2024: $6,073,000Net Income 2024: $10,060,4872024

Highlighted filing

2018

Revenue$3,464,296
Expenses$5,338,402
Net Income-$1,874,106
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 28, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES T GOTTWALDTrusteePT$0--
WILLIAM M GOTTWALDTrusteePT$0--
JOHN D GOTTWALDTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Herndon Foundation
EIN
54-6060809
Phone
8045604119
Address
9030 STONY POINT PKWY NO 505, RICHMOND, VA 23235

Signing Officer

Name
William M Gottwald
Title
Trustee
Phone
8045604119
Signed
2019-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
919 EAST MAIN STREET SUITE 1800, RICHMOND, VA 23219
Preparer
Jaclyn Wood CPA
Phone
8042822191
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IRS990PF/AddressChangeInd0X
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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,317,179
Liabilities
$0
Net assets
$29,317,179
Revenue
$3,464,296
Expenses
$5,338,402
Net income
-$1,874,106
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$62.0$0.00$62.0$16.1$6.07$10.1
2023Summary only. Only limited summary data is available for this year.$41.5$0.00$22.5$6.04$16.4
2022Detailed filing. Detailed filing data is available for this year.$27.0$0.00$27.0$5.29$5.62$0.33
2021Summary only. Only limited summary data is available for this year.$30.4$0.00$9.10$4.36$4.74
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.8$0.00$25.8$2.48$4.27$1.80
2019Detailed filing. Detailed filing data is available for this year.$27.6$0.00$27.6$3.15$4.83$1.69
2018Detailed filing. Detailed filing data is available for this year.$29.3$0.00$29.3$3.46$5.34$1.87
2017Detailed filing. Detailed filing data is available for this year.$28.9$0.00$28.9$3.38$4.20$0.82
2015Summary only. Only limited summary data is available for this year.$26.2$0.00$2.53$3.38$0.84
2014Summary only. Only limited summary data is available for this year.$27.0$0.00$3.62$3.83$0.22
2013Summary only. Only limited summary data is available for this year.$27.2$0.00$8.28$3.33$4.95
2012Summary only. Only limited summary data is available for this year.$22.3$0.00$7.89$2.30$5.59
2011Summary only. Only limited summary data is available for this year.$16.7$0.00$0.89$1.71$0.82