Civic Intelligence

John Herr Foundation Tr

990PF • Fiscal year 2023 • EIN 54-6587688

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 03, 2025

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.

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

90th percentile

56%

Higher net margin than 90% of similar nonprofits.

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

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.

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

Asset Growth

48th percentile

1.8%

Faster asset growth than 48% of similar nonprofits.

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

Revenue Growth

97th percentile

399%

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

$2,657,575

Up $46,331 (+1.8%) from 2022

Net Assets

Up

$2,657,575

Up $46,331 (+1.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin90th percentile

Revenue

Up

$82,042

Up $65,612 (+399%) from 2022

Expenses

Up

$35,711

Up $26,743 (+298%) from 2022

Net Income

Up

$46,331

Up $38,869 (+521%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth48th 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 2023: $2,657,575Liabilities 2023: $0Net Assets 2023: $2,657,5752023Assets 2024: $2,737,450Liabilities 2024: $0Net Assets 2024: $2,737,4502024

Highlighted filing

2023

Assets$2,657,575
Liabilities$0
Net Assets$2,657,575
Open 2023 Filing

Operations Trend

Revenue Growth97th 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 2023: $82,042Expenses 2023: $35,711Net Income 2023: $46,3312023Revenue 2024: $88,676Expenses 2024: $8,801Net Income 2024: $79,8752024

Highlighted filing

2023

Revenue$82,042
Expenses$35,711
Net Income$46,331
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 3, 2025
Return Version
2023v6.0
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
2025-02-03
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 Appendix292 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/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0127974
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0112974
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0800741
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01938318
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02528139
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0297517
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0112974
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0184543
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05267198
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0800741
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01938318
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02528139
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05451741
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05564715
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0969904
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0HERR HOLDINGS - CFI INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0951264
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0951264
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0HERR HOLDINGS - CFI ORDINARY INCOME/LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1HERR HOLDINGS - CFI BAD DEBT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK ADMINISTRATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0561
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt118610
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21414
TaxesSchedule/TaxesDetail/Amt0126
TaxesSchedule/TaxesDetail/CategoryTxt0FDERAL TAX - PRIOR YEAR
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRYAN HERR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06414726655
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-03
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/IRSResponsiblePrtyInfoCurrInd00
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/ReturnTs02025-02-03T20:39:12-06:00
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
$2,657,575
Liabilities
$0
Net assets
$2,657,575
Revenue
$82,042
Expenses
$35,711
Net income
$46,331
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
2023Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.08$0.04$0.05
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