Civic Intelligence

Bob L Herd Foundation

990PF • Fiscal year 2023 • EIN 75-2530305

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

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

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

77th percentile

23%

Higher net margin than 77% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

25th percentile

$85,000

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

38th percentile

1.7%

Faster asset growth than 38% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

389%

Faster revenue growth than 97% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$31,138,815

Up $522,784 (+1.7%) from 2022

Net Assets

Up

$31,130,569

Up $514,538 (+1.7%) from 2022

Liabilities

Up

$8,246

Up $8,246 from 2022

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin77th percentile

Revenue

Up

$2,228,039

Up $1,772,281 (+389%) from 2022

Expenses

Down

$1,713,501

Down $106,662 (-5.9%) from 2022

Net Income

Up

$514,538

Up $1,878,943 (+138%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2023

Assets$31,138,815
Liabilities$8,246
Net Assets$31,130,569
Open 2023 Filing

Operations Trend

Revenue Growth97th 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

2023

Revenue$2,228,039
Expenses$1,713,501
Net Income$514,538
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COURTNEY LOGGINSVice PresidentPT$85,000-$85,000
THOMAS NEUHOFFTreasurerPT$81,322-$81,322
MICHAEL HERDPresident-$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
Courtney Loggins
Title
Vice President
Signed
2024-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Henry & Peters Pc
Address
3304 S BROADWAY AVE, TYLER, TX 75701
Preparer
Savannah J Herrington
Phone
9035976311
Raw XML Appendix311 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/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THOMAS NEUHOFF
IRS990PF/StatementsRegardingActyGrp/PhoneNum09035093456
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATIONS SHOULD BE MADE IN WRITING WITH A COPY OF THE ORGANIZATION'S DETERMINATION LETTER FOR SEC. 501(C)(3) STATUS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0COURTNEY LOGGINS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09035093456
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt03901 MANHATTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0TYLER
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd075701
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01397500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHED STMT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED STATEMENT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01397500
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/AppliedToCurrentYearAmt0357
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01597564
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01497517
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01597921
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01497160
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01597564
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DUES AND SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0596
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12529
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt066
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1281
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0662
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12810
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt027797
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt027797
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt056711
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt056711
TaxesSchedule/TaxesDetail/Amt029777
TaxesSchedule/TaxesDetail/Amt15946
TaxesSchedule/TaxesDetail/Amt215500
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX EXPENSE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt2PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt013950
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05946
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11550
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0COURTNEY LOGGINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-14
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751503978
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HENRY & PETERS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03304 S BROADWAY AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TYLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075701
ReturnHeader/PreparerPersonGrp/PhoneNum09035976311
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Savannah J Herrington
ReturnHeader/ReturnTs02024-05-14T12:16:52-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0COURTNEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LOGGINS
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,138,815
Liabilities
$8,246
Net assets
$31,130,569
Revenue
$2,228,039
Expenses
$1,713,501
Net income
$514,538
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