Civic Intelligence

Herman E & Helen H Turner Foundation

EIN 65-6260563 • Holmes Beach, FL

529 68th StreetHolmes Beach, FL 34217
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

$500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

42nd percentile

0.00x

Higher debt load relative to revenue than 42% of similar nonprofits.

$500k-$1M nonprofits • Source year 2023

Net Margin

6th percentile

-121%

Higher net margin than 6% of similar nonprofits.

$500k-$1M nonprofits • Source year 2023

Top Officer Pay

77th percentile

$7,500

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 8.5% of source-year revenue.

$500k-$1M nonprofits • Source year 2022

Asset Growth

20th percentile

-7.9%

Faster asset growth than 20% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

10th percentile

-37%

Faster revenue growth than 10% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Down

$781,441

Down $17,623 (-2.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$781,441

Down $17,623 (-2.2%) from 2023

Revenue

Up

$177,660

Up $122,137 (+220%) from 2023

Expenses

Up

$195,080

Up $72,479 (+59%) from 2023

Net Income

Up

-$17,420

Up $49,658 (+74%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,750,698Liabilities 2011: $7832011Assets 2012: $1,594,017Liabilities 2012: $1,2772012Assets 2013: $1,385,672Liabilities 2013: $8932013Assets 2014: $1,209,697Liabilities 2014: $7432014Assets 2015: $1,101,454Liabilities 2015: $1,868Net Assets 2015: $1,099,5862015Assets 2016: $960,393Liabilities 2016: $881Net Assets 2016: $959,5122016Assets 2017: $935,558Liabilities 2017: $0Net Assets 2017: $935,5582017Assets 2018: $878,726Liabilities 2018: $0Net Assets 2018: $878,7262018Assets 2019: $897,232Liabilities 2019: $0Net Assets 2019: $897,2322019Assets 2020: $905,657Liabilities 2020: $0Net Assets 2020: $905,6572020Assets 2021: $839,357Liabilities 2021: $0Net Assets 2021: $839,3572021Assets 2022: $867,142Liabilities 2022: $0Net Assets 2022: $867,1422022Assets 2023: $799,064Liabilities 2023: $0Net Assets 2023: $799,0642023Assets 2024: $781,441Liabilities 2024: $0Net Assets 2024: $781,4412024

Highlighted filing

2024

Assets$781,441
Liabilities$0
Net Assets$781,441

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200K-$400KRevenue 2011: $63,790Expenses 2011: $253,131Net Income 2011: -$189,3412011Revenue 2012: $90,213Expenses 2012: $247,388Net Income 2012: -$157,1752012Revenue 2013: $116,657Expenses 2013: $324,618Net Income 2013: -$207,9612013Revenue 2014: $129,604Expenses 2014: $305,429Net Income 2014: -$175,8252014Revenue 2015: $145,856Expenses 2015: $255,224Net Income 2015: -$109,3682015Revenue 2016: $64,992Expenses 2016: $205,066Net Income 2016: -$140,0742016Revenue 2017: $190,722Expenses 2017: $202,683Net Income 2017: -$11,9612017Revenue 2018: $104,135Expenses 2018: $157,698Net Income 2018: -$53,5632018Revenue 2019: $144,995Expenses 2019: $127,475Net Income 2019: $17,5202019Revenue 2020: $114,299Expenses 2020: $111,631Net Income 2020: $2,6682020Revenue 2021: $49,215Expenses 2021: $169,051Net Income 2021: -$119,8362021Revenue 2022: $88,687Expenses 2022: $60,809Net Income 2022: $27,8782022Revenue 2023: $55,523Expenses 2023: $122,601Net Income 2023: -$67,0782023Revenue 2024: $177,660Expenses 2024: $195,080Net Income 2024: -$17,4202024

Highlighted filing

2024

Revenue$177,660
Expenses$195,080
Net Income-$17,420

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$0.18$0.20$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.00$0.80$0.06$0.12$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.09$0.06$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.00$0.84$0.05$0.17$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.00$0.91$0.11$0.11$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.14$0.13$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.10$0.16$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.19$0.20$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.06$0.21$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.15$0.26$0.11
2014Summary only. Only limited summary data is available for this year.$1.21$0.00$0.13$0.31$0.18
2013Summary only. Only limited summary data is available for this year.$1.39$0.00$0.12$0.32$0.21
2012Summary only. Only limited summary data is available for this year.$1.59$0.00$0.09$0.25$0.16
2011Summary only. Only limited summary data is available for this year.$1.75$0.00$0.06$0.25$0.19
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 14, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD E TURNER JRCo-TrusteePT$7,500-$7,500
JAY F TURNERCo-TrusteePT$7,500-$7,500
BRIAN H TURNERCo-TrusteePT$7,500-$7,500
RICHARD E TURNER SRCo-TrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Herman E and Helen H Turner Foundation
EIN
65-6260563
Phone
9417470500
Address
529 68TH STREET, HOLMES BEACH, FL 34217

Signing Officer

Name
Richard E Turner
Title
Trustee
Phone
9417470500
Signed
2023-08-14
Discuss with paid preparer
Yes

Preparer

Firm
Carr Riggs & Ingram LLC
Address
1001 3RD AVENUE W STE 500, BRADENTON, FL 34205
Preparer
Byron E Shinn
Phone
9417470500
Raw XML Appendix326 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD E TURNER SR
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IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt051242
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt062709
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1600 301 BLVD W SUITE 202
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OtherDecreasesSchedule/OtherDecreasesDetail/Amt093
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010884
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010884
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD E TURNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09417470500
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERMAN E AND HELEN H TURNER FOUNDATION
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01001 3RD AVENUE W STE 500
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034205
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BYRON E SHINN
ReturnHeader/ReturnTs02023-08-16T14:46:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TURNER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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