Civic Intelligence

Joseph J & Rose a Herrmann Charitable Foundation

990PF • Fiscal year 2010 • EIN 59-2982443

Oct 01, 2009 to Sep 30, 2010 • Filed on May 14, 2011

PO Box 10833576
Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2010 filings • $1M-$5M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

2010 filings • $1M-$5M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$2,900,359

No earlier filing loaded for comparison.

Net Assets

$2,900,359

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$183,435

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.

$3.0M$2.0M$1.0M$0Assets 2010: $2,900,359Liabilities 2010: $0Net Assets 2010: $2,900,3592010Assets 2011: $2,838,751Liabilities 2011: $0Net Assets 2011: $2,838,7512011Assets 2012: $2,966,124Liabilities 2012: $0Net Assets 2012: $2,966,1242012Assets 2013: $2,699,026Liabilities 2013: $1Net Assets 2013: $2,699,0262013Assets 2014: $2,857,323Liabilities 2014: $252,893Net Assets 2014: $2,604,4302014Assets 2015: $2,801,310Liabilities 2015: $308,694Net Assets 2015: $2,492,6162015Assets 2016: $2,863,493Liabilities 2016: $246,000Net Assets 2016: $2,617,4932016Assets 2017: $2,791,314Liabilities 2017: $0Net Assets 2017: $2,791,3142017Assets 2018: $2,672,854Liabilities 2018: $0Net Assets 2018: $2,672,8542018Assets 2019: $2,736,145Liabilities 2019: $1Net Assets 2019: $2,736,1452019Assets 2020: $2,618,059Liabilities 2020: $1Net Assets 2020: $2,618,0592020Assets 2021: $2,792,211Liabilities 2021: $1Net Assets 2021: $2,792,2112021Assets 2022: $2,677,484Liabilities 2022: $1Net Assets 2022: $2,677,4842022Assets 2023: $2,631,389Liabilities 2023: $1Net Assets 2023: $2,631,3892023Assets 2024: $2,568,974Liabilities 2024: $1Net Assets 2024: $2,568,9742024

Highlighted filing

2010

Assets$2,900,359
Liabilities$0
Net Assets$2,900,359

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $183,4352010Expenses 2011: $170,0882011Expenses 2012: $02012Revenue 2013: $184,771Expenses 2013: $243,697Net Income 2013: -$58,9262013Revenue 2014: $169,157Expenses 2014: $263,753Net Income 2014: -$94,5962014Revenue 2015: $153,887Expenses 2015: $265,701Net Income 2015: -$111,8142015Revenue 2016: $266,328Expenses 2016: $250,705Net Income 2016: $15,6232016Revenue 2017: $175,041Expenses 2017: $6,278Net Income 2017: $168,7632017Revenue 2018: $214,214Expenses 2018: $6,920Net Income 2018: $207,2942018Revenue 2019: $330,748Expenses 2019: $7,970Net Income 2019: $322,7782019Revenue 2020: $184,360Expenses 2020: $280,627Net Income 2020: -$96,2672020Revenue 2021: $467,515Expenses 2021: $278,420Net Income 2021: $189,0952021Revenue 2022: $206,257Expenses 2022: $323,484Net Income 2022: -$117,2272022Revenue 2023: $249,443Expenses 2023: $288,750Net Income 2023: -$39,3072023Revenue 2024: $260,054Expenses 2024: $319,985Net Income 2024: -$59,9312024

Highlighted filing

2010

Revenue-
Expenses$183,435
Net Income-
Jump To
Filing Snapshot
Filing Period
Oct 1, 2009 to Sep 30, 2010
Signed
May 14, 2011
Return Version
2009v1.7
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIMOTHY C BALDWINTrustee-$0--
FRANCIS C GUDETrustee-$0--
EDWARD J HERRMANNTrustee-$0--
JOSEPH W HERRMANNTrustee-$0--
TIMOTHY J NEWLONTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERAL OPERATING GIFT-SEE ATTACHMENT, FL, US$175,000
Filing and Contact Details

Filer

EIN
59-2982443
Raw XML AppendixShowing 400 of 430 raw XML fields

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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear404132192
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear503066543
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0761
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0183435
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20209590
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30225146
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40204430
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50143778
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.244553
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0182674
IRS990PF/QualifyingDistributions/ExpensesAndContributions0183435
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0761
IRS990PF/QualifyingDistributions/QualifyingDistributions0183435
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber03
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber14
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0THE PURPOSE OF THE TRUST IS TO HOLD INCOME PRODUCING
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement1INVESTMENTS FOR MAKING CHARITABLE GIFTS.
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JOSEPH W HERRMANN
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08634216565
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine106011 HWY 92
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0PLANT CITY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0FL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode033566
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10THIS FOUNDATION MAKES DIRECT CASH GIFTS TO SEC 501(C)(3) CHARITIES.
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0175000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL OPERATING GIFT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0SEE ATTACHMENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10SEE ATTACHMENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0SEE ATTACHMENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode033576
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0177279
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0177279
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear206817
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear308632
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear403326
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear024931
IRS990PF/UndistributedIncome/ExcessFromCurrentYear06156
IRS990PF/UndistributedIncome/ExcessFromYear206817
IRS990PF/UndistributedIncome/ExcessFromYear308632
IRS990PF/UndistributedIncome/ExcessFromYear403326
IRS990PF/UndistributedIncome/QualifyingDistributions0183435
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus06156
IRS990PF/UndistributedIncome/TotalCorpus024931
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover018775
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
LandEtcSchedule2/LandEtc/BookValue0116267
LandEtcSchedule2/LandEtc/CategoryOrItem0MOORE DRIVE
LandEtcSchedule2/LandEtc/CostOrOtherBasis0116267
LandEtcSchedule2/LandEtc/EOYFMV0116267
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome0788
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome144
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome21702
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome32099
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1INSURANCE EXPENSE
OtherExpensesSchedule/OtherExpenses/Description2POSTAGE
OtherExpensesSchedule/OtherExpenses/Description3MORTGAGE WRITE-DOWN
OtherExpensesSchedule/OtherExpenses/Description4MORTGAGE EXPENSES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0788
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps144
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps21702
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps32099
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0788
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome144
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome21702
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome32099
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0788
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks144
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks21702
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks32099
TaxesSchedule/Taxes/AdjustedNetIncome0790
TaxesSchedule/Taxes/AdjustedNetIncome13012
TaxesSchedule/Taxes/Amount0790
TaxesSchedule/Taxes/Amount13012
TaxesSchedule/Taxes/Category0EXCISE TAX 9-30-10
TaxesSchedule/Taxes/Category1REAL ETSATE TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps0790
TaxesSchedule/Taxes/DisbursementsCharitablePrps13012

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$0.00$2.57$0.26$0.32$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.00$2.63$0.25$0.29$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.21$0.32$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.79$0.00$2.79$0.47$0.28$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.62$0.00$2.62$0.18$0.28$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.74$0.00$2.74$0.33$0.01$0.32
2018Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.21$0.01$0.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.79$0.00$2.79$0.18$0.01$0.17
2016Detailed filing. Detailed filing data is available for this year.$2.86$0.25$2.62$0.27$0.25$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.80$0.31$2.49$0.15$0.27$0.11
2014Detailed filing. Detailed filing data is available for this year.$2.86$0.25$2.60$0.17$0.26$0.09
2013Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.18$0.24$0.06
2012Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.00
2011Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.17
2010Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.18
Peer Organizations

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