Civic Intelligence

Bob L Herd Foundation

990PF • Fiscal year 2017 • EIN 75-2530305

Jan 01, 2017 to Dec 31, 2017 • Filed on May 29, 2018

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.

Liabilities / Assets

9th percentile

0.00x

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

9th percentile

0.00x

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Net Margin

25th percentile

-2.3%

Higher net margin than 25% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Asset Growth

28th percentile

-0.1%

Faster asset growth than 28% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

80th percentile

30%

Faster revenue growth than 80% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets9th percentile

Assets

Down

$29,554,322

Down $38,794 (-0.1%) from 2016

Net Assets

Down

$29,554,322

Down $38,794 (-0.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin25th percentile

Revenue

Up

$1,696,875

Up $394,578 (+30%) from 2016

Expenses

Up

$1,735,669

Up $55,531 (+3.3%) from 2016

Net Income

Up

-$38,794

Up $339,047 (+90%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$40M$30M$20M$10M$0Assets 2011: $32,660,899Liabilities 2011: $02011Assets 2012: $31,757,280Liabilities 2012: $02012Assets 2013: $30,400,250Liabilities 2013: $15,2402013Assets 2014: $30,204,705Liabilities 2014: $02014Assets 2015: $29,970,957Liabilities 2015: $02015Assets 2016: $29,593,116Liabilities 2016: $0Net Assets 2016: $29,593,1162016Assets 2017: $29,554,322Liabilities 2017: $0Net Assets 2017: $29,554,3222017Assets 2018: $31,360,369Liabilities 2018: $0Net Assets 2018: $31,360,3692018Assets 2019: $30,822,483Liabilities 2019: $0Net Assets 2019: $30,822,4832019Assets 2020: $31,493,959Liabilities 2020: $0Net Assets 2020: $31,493,9592020Assets 2021: $31,980,436Liabilities 2021: $0Net Assets 2021: $31,980,4362021Assets 2022: $30,616,031Liabilities 2022: $0Net Assets 2022: $30,616,0312022Assets 2023: $31,138,815Liabilities 2023: $8,246Net Assets 2023: $31,130,5692023Assets 2024: $32,793,258Liabilities 2024: $0Net Assets 2024: $32,793,2582024

Highlighted filing

2017

Assets$29,554,322
Liabilities$0
Net Assets$29,554,322
Open 2017 Filing

Operations Trend

Revenue Growth80th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,044,557Expenses 2011: $1,568,930Net Income 2011: -$524,3732011Revenue 2012: $771,028Expenses 2012: $1,674,647Net Income 2012: -$903,6192012Revenue 2013: $200,544Expenses 2013: $1,572,814Net Income 2013: -$1,372,2702013Revenue 2014: $1,511,114Expenses 2014: $1,691,419Net Income 2014: -$180,3052014Revenue 2015: $1,520,893Expenses 2015: $1,754,641Net Income 2015: -$233,7482015Revenue 2016: $1,302,297Expenses 2016: $1,680,138Net Income 2016: -$377,8412016Revenue 2017: $1,696,875Expenses 2017: $1,735,669Net Income 2017: -$38,7942017Revenue 2018: $3,505,825Expenses 2018: $1,699,778Net Income 2018: $1,806,0472018Revenue 2019: $1,184,413Expenses 2019: $1,722,299Net Income 2019: -$537,8862019Revenue 2020: $2,325,241Expenses 2020: $1,653,765Net Income 2020: $671,4762020Revenue 2021: $2,127,283Expenses 2021: $1,640,806Net Income 2021: $486,4772021Revenue 2022: $455,758Expenses 2022: $1,820,163Net Income 2022: -$1,364,4052022Revenue 2023: $2,228,039Expenses 2023: $1,713,501Net Income 2023: $514,5382023Revenue 2024: $3,299,111Expenses 2024: $1,636,422Net Income 2024: $1,662,6892024

Highlighted filing

2017

Revenue$1,696,875
Expenses$1,735,669
Net Income-$38,794
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 29, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BOB L HERDPresidentPT$0--
JANICE THOMPSONSec-TreasurerPT$0--
MICHAEL HERDVice PresidentPT$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
2018-05-29
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
Raw XML Appendix282 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MICHAEL HERD
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd075701
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0BOB L HERD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01307500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHED STMT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED STATEMENT 9
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075711
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01307500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04957
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01595333
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01660977
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01600290
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01656020
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01595333
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADMINISTRATIVE REIMBURSEMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0291440
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0106310
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0397750
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TAX EXEMPT INTEREST
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt050000
TaxesSchedule/TaxesDetail/Amt027500
TaxesSchedule/TaxesDetail/Amt1669
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0669
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BOB L HERD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOB L HERD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BOBL
ReturnHeader/Filer/EIN0752530305
ReturnHeader/Filer/PhoneNum09035093456
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 9340
ReturnHeader/Filer/USAddress/CityNm0TYLER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075711
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751503978
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HENRY & PETERS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03310 S BROADWAY AVE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TYLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075701
ReturnHeader/PreparerPersonGrp/PhoneNum09035976311
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James R Allen
ReturnHeader/ReturnTs02018-05-29T14:15:25-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$29,554,322
Liabilities
$0
Net assets
$29,554,322
Revenue
$1,696,875
Expenses
$1,735,669
Net income
-$38,794
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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