Civic Intelligence

Walter S Herrick Sr Foundation

990EZ • Fiscal year 2016 • EIN 61-1545806

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 31, 2017

Organization ProfileN/A
PO Box 407Crystal Lake, IL 60039

(815) 459-1822

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

95th percentile

67%

Higher net margin than 95% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

68th percentile

15%

Faster asset growth than 68% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

11th percentile

-46%

Faster revenue growth than 11% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$11,298

Up $1,456 (+15%) from 2015

Net Assets

Up

$11,298

Up $1,456 (+15%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin95th percentile

Revenue

Down

$2,168

Down $1,827 (-46%) from 2015

Expenses

Up

$712

Up $62 (+9.5%) from 2015

Net Income

Down

$1,456

Down $1,889 (-56%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$30K$20K$10K$0Assets 2008: $7,123Liabilities 2008: $02008Assets 2010: $10,756Liabilities 2010: $02010Assets 2011: $5,873Liabilities 2011: $02011Assets 2012: $9,756Liabilities 2012: $02012Assets 2013: $7,347Net Assets 2013: $7,3472013Assets 2014: $6,497Net Assets 2014: $6,4972014Assets 2015: $9,842Net Assets 2015: $9,8422015Assets 2016: $11,298Net Assets 2016: $11,2982016Assets 2017: $3,144Net Assets 2017: $3,1442017Assets 2018: $6,654Net Assets 2018: $6,6542018Assets 2019: $5,025Net Assets 2019: $5,0252019Assets 2020: $9,291Net Assets 2020: $9,2912020Assets 2021: $11,561Net Assets 2021: $11,5612021Assets 2022: $18,652Net Assets 2022: $18,6522022Assets 2023: $17,880Net Assets 2023: $17,8802023Assets 2024: $20,482Net Assets 2024: $20,4822024Assets 2025: $17,620Net Assets 2025: $17,6202025

Highlighted filing

2016

Assets$11,298
Liabilities-
Net Assets$11,298
Open 2016 Filing

Operations Trend

Revenue Growth11th percentile

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

$15K$10K$5.0K$0-$5.0K-$10KRevenue 2008: $6,185Expenses 2008: $968Net Income 2008: $5,2172008Revenue 2010: $9,859Expenses 2010: $3,493Net Income 2010: $6,3662010Revenue 2011: $2,012Expenses 2011: $6,895Net Income 2011: -$4,8832011Revenue 2012: $8,489Expenses 2012: $4,606Net Income 2012: $3,8832012Revenue 2013: -$1,987Expenses 2013: $422Net Income 2013: -$2,4092013Revenue 2014: -$319Expenses 2014: $531Net Income 2014: -$8502014Revenue 2015: $3,995Expenses 2015: $650Net Income 2015: $3,3452015Revenue 2016: $2,168Expenses 2016: $712Net Income 2016: $1,4562016Revenue 2017: -$4,622Expenses 2017: $3,532Net Income 2017: -$8,1542017Revenue 2018: $6,850Expenses 2018: $3,340Net Income 2018: $3,5102018Revenue 2019: -$607Expenses 2019: $1,022Net Income 2019: -$1,6292019Revenue 2020: $4,689Expenses 2020: $423Net Income 2020: $4,2662020Revenue 2021: $2,715Expenses 2021: $445Net Income 2021: $2,2702021Revenue 2022: $10,690Expenses 2022: $3,599Net Income 2022: $7,0912022Revenue 2023: $4,755Expenses 2023: $5,527Net Income 2023: -$7722023Revenue 2024: $3,021Expenses 2024: $419Net Income 2024: $2,6022024Revenue 2025: -$2,527Expenses 2025: $335Net Income 2025: -$2,8622025

Highlighted filing

2016

Revenue$2,168
Expenses$712
Net Income$1,456
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 31, 2017
Return Version
2016v3.0
Gross Receipts
$14,402
Mission and Program Overview

Mission

The organization is exclusively for charitable, religious, education or scientific purposes and foundation for tennis scholarships.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION IS EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATION OR SCIENTIFIC PURPOSES AND FOUNDATION FOR TENNIS SCHOLARSHIPS.--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK R THOMASPresident-$0--
SUSAN RIEGLERSecretary-$0--
WALT HERRICK JRDirector-$0--
DENIS MORIMOTODirector-$0--
KATHLEEN PUDLODirector-$0--
Filing and Contact Details

Filer

Filer Name
Walter S Herrick Sr Foundation
EIN
61-1545806
Phone
8154591822
Address
PO BOX 407, CRYSTAL LAKE, IL 60039

Signing Officer

Name
Susan Riegler
Title
Secretary
Signed
2017-03-31
Discuss with paid preparer
Yes

Preparer

Firm
Glanz & Associates PC
Address
23 Grant Street, Crystal Lake, IL 60014
Preparer
Jeffrey Glanz
Phone
8154551177
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Commission $350”

Other Expenses.2

“PO box rental $102”

Other Expenses.3

“Miscellaneous $10”

Raw XML Appendix128 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SUSAN RIEGLER
IRS990EZ/BooksInCareOfDetail/PhoneNum08154591822
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0440 ORIOLE TRAIL
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CRYSTAL LAKE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060014
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09842
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011298
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01456
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09842
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011298
IRS990EZ/FundraisingGrossIncomeAmt014402
IRS990EZ/GrossReceiptsAmt014402
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09842
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011298
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09842
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011298
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JACK R THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUSAN RIEGLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WALT HERRICK JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DENIS MORIMOTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATHLEEN PUDLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0462
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION IS EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATION OR SCIENTIFIC PURPOSES AND FOUNDATION FOR TENNIS SCHOLARSHIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION IS EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATION OR SCIENTIFIC PURPOSES AND FOUNDATION FOR TENNIS SCHOLARSHIPS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012234
IRS990EZ/SpecialEventsNetIncomeLossAmt02168
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0712
IRS990EZ/TotalRevenueAmt02168
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Commission $350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PO box rental $102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Miscellaneous $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN RIEGLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALTER S HERRICK SR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0611545806
ReturnHeader/Filer/PhoneNum08154591822
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 407
ReturnHeader/Filer/USAddress/CityNm0CRYSTAL LAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060039
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Glanz & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023 Grant Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Crystal Lake
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060014
ReturnHeader/PreparerPersonGrp/PhoneNum08154551177
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY GLANZ
ReturnHeader/ReturnTs02017-03-31T07:38:46-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,298
Liabilities
-
Net assets
$11,298
Revenue
$2,168
Expenses
$712
Net income
$1,456
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$17.6$17.6$2.53$0.34$2.86
2024Detailed filing. Detailed filing data is available for this year.$20.5$20.5$3.02$0.42$2.60
2023Detailed filing. Detailed filing data is available for this year.$17.9$17.9$4.76$5.53$0.77
2022Detailed filing. Detailed filing data is available for this year.$18.7$18.7$10.7$3.60$7.09
2021Detailed filing. Detailed filing data is available for this year.$11.6$11.6$2.72$0.45$2.27
2020Detailed filing. Detailed filing data is available for this year.$9.29$9.29$4.69$0.42$4.27
2019Detailed filing. Detailed filing data is available for this year.$5.03$5.03$0.61$1.02$1.63
2018Detailed filing. Detailed filing data is available for this year.$6.65$6.65$6.85$3.34$3.51
2017Detailed filing. Detailed filing data is available for this year.$3.14$3.14$4.62$3.53$8.15
2016Detailed filing. Detailed filing data is available for this year.$11.3$11.3$2.17$0.71$1.46
2015Detailed filing. Detailed filing data is available for this year.$9.84$9.84$4.00$0.65$3.35
2014Detailed filing. Detailed filing data is available for this year.$6.50$6.50$0.32$0.53$0.85
2013Detailed filing. Detailed filing data is available for this year.$7.35$7.35$1.99$0.42$2.41
2012Summary only. Only limited summary data is available for this year.$9.76$0.00$8.49$4.61$3.88
2011Summary only. Only limited summary data is available for this year.$5.87$0.00$2.01$6.90$4.88
2010Summary only. Only limited summary data is available for this year.$10.8$0.00$9.86$3.49$6.37
2008Summary only. Only limited summary data is available for this year.$7.12$0.00$6.19$0.97$5.22