Civic Intelligence

Walter S Herrick Sr Foundation

990EZ • Fiscal year 2017 • EIN 61-1545806

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 07, 2018

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

100th percentile

176%

Higher net margin than 100% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

5th percentile

-72%

Faster asset growth than 5% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$3,144

Down $8,154 (-72%) from 2016

Net Assets

Down

$3,144

Down $8,154 (-72%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$4,622

Down $6,790 (-313%) from 2016

Expenses

Up

$3,532

Up $2,820 (+396%) from 2016

Net Income

Down

-$8,154

Down $9,610 (-660%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth5th 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

2017

Assets$3,144
Liabilities-
Net Assets$3,144
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2017

Revenue-$4,622
Expenses$3,532
Net Income-$8,154
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 7, 2018
Return Version
2017v2.2
Gross Receipts
$15,391
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.$20,013-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK R THOMASPresident-$0--
SUSAN RIEGLERSecretary-$0--
WALT HERRICK JRDirector-$0--
DENIS MORIMOTODirector-$0--
KATHLEEN PUDLODirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Tennis Tournaments$8,089$8,089$1,926$6,163
Golf Outing$7,302$7,302-$7,302
Total Events$15,391$15,391$20,013$-4,622
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
2018-03-07
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

“Newsletter $154”

Other Expenses.2

“PO box rental $112”

Other Expenses.4

“Miscellaneous $10”

Raw XML Appendix151 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0SUSAN RIEGLER
IRS990EZ/BooksInCareOfDetail/PhoneNum08154591822
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CRYSTAL LAKE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060014
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011298
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8154
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt02977
IRS990EZ/GrossReceiptsAmt015391
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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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/OtherExpensesTotalAmt0276
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION IS EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATION OR SCIENTIFIC PURPOSES AND FOUNDATION FOR TENNIS SCHOLARSHIPS.
IRS990EZ/PrintingPublicationsPostageAmt029
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION IS EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATION OR SCIENTIFIC PURPOSES AND FOUNDATION FOR TENNIS SCHOLARSHIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020013
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020013
IRS990EZ/SpecialEventsNetIncomeLossAmt0-4622
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03532
IRS990EZ/TotalProgramServiceExpensesAmt020013
IRS990EZ/TotalRevenueAmt0-4622
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
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt010900
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt010900
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020013
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0TENNIS TOURNAMENTS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0981
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0981
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt08089
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07302
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015391
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08089
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07302
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015391
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-4622
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01926
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01926
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03883
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt02323
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt06206
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Newsletter $154
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PO box rental $112
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Miscellaneous $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.4
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN RIEGLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-07
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/PreparerFirmEIN0364484987
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/ReturnTs02018-03-07T06:24:08-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,144
Liabilities
-
Net assets
$3,144
Revenue
-$4,622
Expenses
$3,532
Net income
-$8,154
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