Civic Intelligence

Herndon Foundation

990T • Fiscal year 2022 • EIN 54-6060809

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 17, 2023

Organization Profile
9030 Stony Point Pkwy 505Richmond, VA 23235

(804) 560-4119

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

Latest loaded filing

2024

Assets$61,989,429
Liabilities$0
Net Assets$61,989,429
Open 2024 Filing

Operations Trend

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

Latest loaded filing

2024

Revenue$16,133,487
Expenses$6,073,000
Net Income$10,060,487
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 17, 2023
Return Version
2022v7.0
Filing and Contact Details

Filer

Filer Name
Herndon Foundation
EIN
54-6060809
Phone
8045604119
Address
9030 STONY POINT PKWY 505, RICHMOND, VA 23235

Signing Officer

Name
William M Gottwald
Title
Trustee
Phone
8045604119
Signed
2023-08-17
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
1001 WATER ST STE 500, TAMPA, FL 33602
Preparer
Kristen Barnett
Phone
8133162300
Raw XML Appendix95 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.

Path#Value
IRS990T/BalanceDueAmt03772
IRS990T/BooksInCareOfDetail/PersonNm0WILLIAM M GOTTWALD
IRS990T/BooksInCareOfDetail/PhoneNum08045604119
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt09030 STONY POINT PKWY
IRS990T/BooksInCareOfDetail/USAddress/CityNm0RICHMOND
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd023235
IRS990T/BookValueAssetsEOYAmt027022319
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt014439
IRS990T/ESPenaltyAmt0167
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form2220AttachedInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt0825
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0541900
IRS990TScheduleA/NetOperatingLossDeductionAmt0825
IRS990TScheduleA/OtherDeductionsAmt01180
IRS990TScheduleA/PrincipalBusinessActivityCd0541900
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt0922
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt02102
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalOrdinaryGainLossAmt0-172
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt032976
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt032804
IRS990TScheduleA/TotUnrltTrdBusIncmAmt032804
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0UBI FROM PASSTHROUGH INVESTMENTS
IRS990TScheduleA/UBIBeforeNOLDedAmt030702
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt029877
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt03605
IRS990T/TaxLessCreditsAmt03605
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt03605
IRS990T/TotalTaxComputationAmt03605
IRS990T/TotalUBTIAmt014438
IRS990T/TotalUBTIBeforeNOLSpecificAmt015438
IRS990T/TotalUBTIBeforeSection199AAmt015438
IRS990T/TotalUBTIComputedAmt029877
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM M GOTTWALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08045604119
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERNDON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HERN
ReturnHeader/Filer/EIN0546060809
ReturnHeader/Filer/PhoneNum08045604119
ReturnHeader/Filer/USAddress/AddressLine1Txt09030 STONY POINT PKWY 505
ReturnHeader/Filer/USAddress/CityNm0RICHMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023235
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01001 WATER ST STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TAMPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033602
ReturnHeader/PreparerPersonGrp/PhoneNum08133162300
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTEN BARNETT
ReturnHeader/ReturnTs02023-08-18T08:44:31-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GOTTWALD
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
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
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
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