Civic Intelligence

John Herr Foundation Tr

990PF • Fiscal year 2022 • EIN 54-6587688

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization Profile
700 Louisiana St 2500Houston, TX 77002

(641) 472-6655

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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

85th percentile

45%

Higher net margin than 85% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

52nd percentile

0.3%

Faster asset growth than 52% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

78th percentile

38%

Faster revenue growth than 78% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,611,244

Up $7,462 (+0.3%) from 2021

Net Assets

Up

$2,611,244

Up $7,462 (+0.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin85th percentile

Revenue

Up

$16,430

Up $4,499 (+38%) from 2021

Expenses

Down

$8,968

Down $931,860 (-99%) from 2021

Net Income

Up

$7,462

Up $936,359 (+101%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,710,950Liabilities 2011: $02011Assets 2012: $6,366,416Liabilities 2012: $0Net Assets 2012: $6,366,4162012Assets 2013: $6,156,832Liabilities 2013: $0Net Assets 2013: $6,156,8322013Assets 2014: $6,396,540Liabilities 2014: $0Net Assets 2014: $6,396,5402014Assets 2015: $6,547,614Liabilities 2015: $0Net Assets 2015: $6,547,6142015Assets 2016: $7,449,199Liabilities 2016: $0Net Assets 2016: $7,449,1992016Assets 2017: $6,940,659Liabilities 2017: $0Net Assets 2017: $6,940,6592017Assets 2018: $6,133,461Liabilities 2018: $0Net Assets 2018: $6,133,4612018Assets 2019: $3,479,383Liabilities 2019: $12019Assets 2020: $3,532,679Liabilities 2020: $0Net Assets 2020: $3,532,6792020Assets 2021: $2,603,782Liabilities 2021: $0Net Assets 2021: $2,603,7822021Assets 2022: $2,611,244Liabilities 2022: $0Net Assets 2022: $2,611,2442022Assets 2024: $2,737,450Liabilities 2024: $0Net Assets 2024: $2,737,4502024

Highlighted filing

2022

Assets$2,611,244
Liabilities$0
Net Assets$2,611,244
Open 2022 Filing

Operations Trend

Revenue Growth78th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $5,557,558Expenses 2011: $400,853Net Income 2011: $5,156,7052011Expenses 2012: $421,0362012Revenue 2013: $324,502Expenses 2013: $403,427Net Income 2013: -$78,9252013Revenue 2014: $209,063Expenses 2014: $206,063Net Income 2014: $3,0002014Revenue 2015: $263,264Expenses 2015: $520,938Net Income 2015: -$257,6742015Revenue 2016: $327,420Expenses 2016: $573,040Net Income 2016: -$245,6202016Revenue 2017: $2,704,995Expenses 2017: $827,928Net Income 2017: $1,877,0672017Revenue 2018: $77,553Expenses 2018: $853,009Net Income 2018: -$775,4562018Revenue 2019: $100,002Expenses 2019: $2,768,621Net Income 2019: -$2,668,6192019Revenue 2020: $2,035,740Expenses 2020: $1,981,148Net Income 2020: $54,5922020Revenue 2021: $11,931Expenses 2021: $940,828Net Income 2021: -$928,8972021Revenue 2022: $16,430Expenses 2022: $8,968Net Income 2022: $7,4622022Revenue 2024: $88,676Expenses 2024: $8,801Net Income 2024: $79,8752024

Highlighted filing

2022

Revenue$16,430
Expenses$8,968
Net Income$7,462
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRYAN HERRTrustee-$0--
DAVE ASHERTrustee-$0--
DOUG BURRISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
John Herr Foundation
EIN
54-6587688
Phone
6414726655
Address
700 LOUISIANA ST 2500, HOUSTON, TX 77002

Signing Officer

Name
Bryan Herr
Title
Trustee
Phone
6414726655
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Calvetti Ferguson
Address
2200 ROSS AVE SUITE 3850, DALLAS, TX 75201
Preparer
Lori Lato
Phone
9728486600
Raw XML Appendix301 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/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt074083
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt074083
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0800741
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01938318
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02528139
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0297517
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0457049
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt074083
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0382966
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05564715
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0800741
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01938318
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02528139
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0297517
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05947681
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06021764
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02429768
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0HERR HOLDINGS - CFI INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0969904
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0969904
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0HERR HOLDINGS - CFI ORDINARY INCOME/LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0512
TaxesSchedule/TaxesDetail/Amt02308
TaxesSchedule/TaxesDetail/CategoryTxt0FDERAL TAX - PRIOR YEAR
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRYAN HERR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06414726655
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN HERR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0546587688
ReturnHeader/Filer/PhoneNum06414726655
ReturnHeader/Filer/USAddress/AddressLine1Txt0700 LOUISIANA ST 2500
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077002
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134255527
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALVETTI FERGUSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02200 ROSS AVE SUITE 3850
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075201
ReturnHeader/PreparerPersonGrp/PhoneNum09728486600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI LATO
ReturnHeader/ReturnTs02023-11-15T17:41:43-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRYAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HERR
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,611,244
Liabilities
$0
Net assets
$2,611,244
Revenue
$16,430
Expenses
$8,968
Net income
$7,462
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.09$0.01$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.02$0.01$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.60$0.00$2.60$0.01$0.94$0.93
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.53$0.00$3.53$2.04$1.98$0.05
2019Summary only. Only limited summary data is available for this year.$3.48$0.00$0.10$2.77$2.67
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.13$0.00$6.13$0.08$0.85$0.78
2017Detailed filing. Detailed filing data is available for this year.$6.94$0.00$6.94$2.70$0.83$1.88
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.45$0.00$7.45$0.33$0.57$0.25
2015Detailed filing. Detailed filing data is available for this year.$6.55$0.00$6.55$0.26$0.52$0.26
2014Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$0.21$0.21$0.00
2013Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$0.32$0.40$0.08
2012Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$0.42
2011Summary only. Only limited summary data is available for this year.$6.71$0.00$5.56$0.40$5.16