Bob L Herd Foundation

990PF • Fiscal year 2016 • EIN 75-2530305

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 23, 2017

Organization Profile

P O Box 9340Tyler, TX 75711

(903) 509-3456

Siviq Scores

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

0.00x

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

2016 filings • $25M-$50M nonprofits • Source year 2016

0.00x

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

2016 filings • $25M-$50M nonprofits • Source year 2016

-29%

Higher net margin than 11% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Higher top officer pay than 15% of similar nonprofits.

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

2016 filings • $25M-$50M nonprofits • Source year 2016

-1.3%

Faster asset growth than 31% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

-14%

Faster revenue growth than 19% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets8th percentile

Assets

Down

$29,593,116

Down $377,841 (-1.3%) from 2015

Net Assets

$29,593,116

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue8th percentile Net Margin11th percentile

Revenue

Down

$1,302,297

Down $218,596 (-14%) from 2015

Expenses

Down

$1,680,138

Down $74,503 (-4.2%) from 2015

Net Income

Down

-$377,841

Down $144,093 (-62%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

Highlighted filing

2016

Assets$29,593,116

Liabilities$0

Net Assets$29,593,116

Open 2016 Filing

Operations Trend

Revenue Growth19th percentile

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

Highlighted filing

2016

Revenue$1,302,297

Expenses$1,680,138

Net Income-$377,841

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2016 to Dec 31, 2016
Signed: Oct 23, 2017
Return Version: 2016v3.0

Compensation and Service Providers

Top Officer Pay15th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
BOB L HERD	President	PT	$0	-	-
JANICE THOMPSON	Sec-Treasurer	PT	$0	-	-
MICHAEL HERD	Vice President	PT	$0	-	-

Filing and Contact Details

Filer

Filer Name: Bob L Herd Foundation
EIN: 75-2530305
Phone: 9035093456
Address: P O BOX 9340, TYLER, TX 75711

Signing Officer

Name: Bob L Herd
Title: President
Signed: 2017-10-23
Discuss with paid preparer: Yes

Preparer

Firm: Henry & Peters Pc
Address: 3310 S BROADWAY AVE STE 100, TYLER, TX 75701
Preparer: James R Allen
Phone: 9035976311

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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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	BOB L HERD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	JANICE THOMPSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	MICHAEL HERD
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IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	APPLICATIONS SHOULD BE MADE IN WRITING WITH A COPY OF THE ORGANIZATION'S DETERMINATION LETTER FOR SEC. 501(C)(3) STATUS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	JANICE THOMPSON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	9035093456
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	3901 MANHATTAN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	TYLER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	75701
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	BOB L HERD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	1264500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	SEE ATTACHED STMT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	SEE ATTACHED STATEMENT 10
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	75711
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	1264500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	3363
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	1554097
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	1598696
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	1557460
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	1595333
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	1554097
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	10
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	ACCRUED DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	93
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	93
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	ADMINISTRATIVE REIMBURSEMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	291490
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	106060
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	397550
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	TAX EXEMPT INTEREST
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	50000
TaxesSchedule/TaxesDetail/Amt	0	14000
TaxesSchedule/TaxesDetail/Amt	1	1638
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	1638
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	BOB L HERD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	BOB L HERD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	BOBL
ReturnHeader/Filer/EIN	0	752530305
ReturnHeader/Filer/PhoneNum	0	9035093456
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	P O BOX 9340
ReturnHeader/Filer/USAddress/CityNm	0	TYLER
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	TX
ReturnHeader/Filer/USAddress/ZIPCd	0	75711
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	HENRY & PETERS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	3310 S BROADWAY AVE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	TYLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	75701
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9035976311
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	James R Allen
ReturnHeader/ReturnTs	0	2017-10-24T13:51:57-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2016-01-01
ReturnHeader/TaxPeriodEndDt	0	2016-12-31
ReturnHeader/TaxYr	0	2016

Document Assets

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Filings

Displayed year

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

Open filing

Assets: $29,593,116
Liabilities: $0
Net assets: $29,593,116
Revenue: $1,302,297
Expenses: $1,680,138
Net income: -$377,841

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$32.8	$0.00	$32.8	$3.30	$1.64	$1.66
2023Detailed filing. Detailed filing data is available for this year.	$31.1	$0.01	$31.1	$2.23	$1.71	$0.51
2022Detailed filing. Detailed filing data is available for this year.	$30.6	$0.00	$30.6	$0.46	$1.82	$1.36
2021Detailed filing. Detailed filing data is available for this year.	$32.0	$0.00	$32.0	$2.13	$1.64	$0.49
2020Detailed filing. Detailed filing data is available for this year.	$31.5	$0.00	$31.5	$2.33	$1.65	$0.67
2019Detailed filing. Detailed filing data is available for this year.	$30.8	$0.00	$30.8	$1.18	$1.72	$0.54
2018Detailed filing. Detailed filing data is available for this year.	$31.4	$0.00	$31.4	$3.51	$1.70	$1.81
2017Detailed filing. Detailed filing data is available for this year.	$29.6	$0.00	$29.6	$1.70	$1.74	$0.04
2016Detailed filing. Detailed filing data is available for this year.	$29.6	$0.00	$29.6	$1.30	$1.68	$0.38
2015Summary only. Only limited summary data is available for this year.	$30.0	$0.00		$1.52	$1.75	$0.23
2014Summary only. Only limited summary data is available for this year.	$30.2	$0.00		$1.51	$1.69	$0.18
2013Summary only. Only limited summary data is available for this year.	$30.4	$0.02		$0.20	$1.57	$1.37
2012Summary only. Only limited summary data is available for this year.	$31.8	$0.00		$0.77	$1.67	$0.90
2011Summary only. Only limited summary data is available for this year.	$32.7	$0.00		$1.04	$1.57	$0.52