Civic Intelligence

Herdrich Charitable Foundation Inc.

990PF • Fiscal year 2018 • EIN 82-4914356

Jan 01, 2018 to Dec 31, 2018 • Filed on May 16, 2019

Organization Profile
320 West 8th Street No 119Bloomington, IN 47404-3700

(812) 287-7526

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

97th percentile

90%

Higher net margin than 97% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

$232,134

No earlier filing loaded for comparison.

Net Assets

$232,134

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin97th percentile

Revenue

$259,061

No earlier filing loaded for comparison.

Expenses

$26,927

No earlier filing loaded for comparison.

Net Income

$232,134

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2018: $232,134Liabilities 2018: $0Net Assets 2018: $232,1342018Assets 2019: $227,269Liabilities 2019: $0Net Assets 2019: $227,2692019Assets 2020: $223,473Liabilities 2020: $0Net Assets 2020: $223,4732020Assets 2021: $528,922Liabilities 2021: $0Net Assets 2021: $528,9222021Assets 2022: $512,576Liabilities 2022: $0Net Assets 2022: $512,5762022Assets 2023: $510,899Liabilities 2023: $0Net Assets 2023: $510,8992023Assets 2024: $530,939Liabilities 2024: $0Net Assets 2024: $530,9392024

Highlighted filing

2018

Assets$232,134
Liabilities$0
Net Assets$232,134
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2018: $259,061Expenses 2018: $26,927Net Income 2018: $232,1342018Revenue 2019: $6,432Expenses 2019: $11,206Net Income 2019: -$4,7742019Revenue 2020: $1,208Expenses 2020: $5,046Net Income 2020: -$3,8382020Revenue 2021: $490,989Expenses 2021: $10,126Net Income 2021: $480,8632021Revenue 2022: $6,356Expenses 2022: $22,664Net Income 2022: -$16,3082022Revenue 2023: $16,129Expenses 2023: $17,620Net Income 2023: -$1,4912023Revenue 2024: $25,320Expenses 2024: $5,211Net Income 2024: $20,1092024

Highlighted filing

2018

Revenue$259,061
Expenses$26,927
Net Income$232,134
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 16, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD J HERDRICHPresident-$0--
FRANCES I HERDRICHVice President-$0--
DONALD J HERDRICH JRTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Herdrich Charitable Foundation Inc
EIN
82-4914356
Phone
8122877526
Address
320 WEST 8TH STREET NO 119, BLOOMINGTON, IN 47404-3700

Signing Officer

Name
Donald J Herdrich Jr
Title
Treasurer
Phone
8122877526
Signed
2019-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
1700 EAST PUTNAM AVENUE SUITE 408, OLD GREENWICH, CT 06870
Preparer
Michael Vandeloo
Phone
2039873660
Raw XML Appendix297 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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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt018645 SE VILLAGE CIRCLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0TEQUESTA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033469
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0250000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0CUMMINGS & LOCKWOOD
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt026858
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt026858
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
ReasonableCauseExplanation/ExplanationTxt0LATE FILED RETURN DUE TO CCH SOFTWARE OUTAGE
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0DONALD J HERDIRCH
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt018645 SE VILLAGE CIRCLE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0TEQUESTA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd033469
TaxesSchedule/TaxesDetail/Amt069
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt069
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD J HERDRICH JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08122877526
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERDRICH CHARITABLE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HERD
ReturnHeader/Filer/EIN0824914356
ReturnHeader/Filer/PhoneNum08122877526
ReturnHeader/Filer/USAddress/AddressLine1Txt0320 WEST 8TH STREET NO 119
ReturnHeader/Filer/USAddress/CityNm0BLOOMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd0474043700
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CD71869BFC494223FABD92E93AB0669CE7B22062
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00E4C15207DC127BDB52450F77D4060F40C3F1AE4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.251.53.210
ReturnHeader/FilingSecurityInformation/IPDt02019-05-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:24:59
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331197384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSEN TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01700 EAST PUTNAM AVENUE SUITE 408
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OLD GREENWICH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006870
ReturnHeader/PreparerPersonGrp/PhoneNum02039873660
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL VANDELOO
ReturnHeader/ReturnTs02019-05-17T13:55:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$232,134
Liabilities
$0
Net assets
$232,134
Revenue
$259,061
Expenses
$26,927
Net income
$232,134
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$0.25$0.05$0.20
2023Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.16$0.18$0.01
2022Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.06$0.23$0.16
2021Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$4.91$0.10$4.81
2020Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.01$0.05$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.06$0.11$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$2.59$0.27$2.32