Herdrich Charitable Foundation Inc.

990PF • Fiscal year 2019 • EIN 82-4914356

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 17, 2020

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.

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

-74%

Higher net margin than 8% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

-2.1%

Faster asset growth than 41% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

-98%

Faster revenue growth than 2% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet

Liabilities / Assets59th percentile

Assets

Down

$227,269

Down $4,865 (-2.1%) from 2018

Net Assets

Down

$227,269

Down $4,865 (-2.1%) from 2018

Liabilities

Flat

Flat from 2018

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin8th percentile

Revenue

Down

$6,432

Down $252,629 (-98%) from 2018

Expenses

Down

$11,206

Down $15,721 (-58%) from 2018

Net Income

Down

-$4,774

Down $236,908 (-102%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

Highlighted filing

2019

Assets$227,269

Liabilities$0

Net Assets$227,269

Open 2019 Filing

Operations Trend

Revenue Growth2nd percentile

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

Highlighted filing

2019

Revenue$6,432

Expenses$11,206

Net Income-$4,774

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2019 to Dec 31, 2019
Signed: Feb 17, 2020
Return Version: 2019v5.0

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DONALD J HERDRICH	President	-	$0	-	-
FRANCES I HERDRICH	Vice President	-	$0	-	-
DONALD J HERDRICH JR	Treasurer	-	$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: 2020-02-17
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 Appendix337 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	0	47017
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	111175
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	1	23799
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	2	34553
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	115915
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	1	22499
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	2	34762
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	GLENMEDE #2325 - LARGE CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	GLENMEDE #2325 - SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	2	GLENMEDE #2325 - INTERNATIONAL
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	4006
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	21450
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	4	2659
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	3	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	4	P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	75 SHS GLENMEDE QUAINT US LARGE CAP CORE EQUITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	150 SHS GLENMEDE STRATEGIC EQUITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	273.616 SHS INVESCO INTERNATIONAL GROWTH FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	4	CAPITAL GAINS DIVIDENDS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	DONALD J HERDRICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	FRANCES I HERDRICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	DONALD J HERDRICH JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	VICE PRESIDENT
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IRS990PF/Organization501c3ExemptPFInd	0	X
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	10000
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IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	10000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	0
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IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	0
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	0
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	1
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	0
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	1
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	DFH INVESTMENT LLC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	320 WEST 8TH STREET SUITE 119
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	BLOOMINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	IN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	474043700
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8122877526
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	DONALD J HERDRICH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	THE PUBLIC THEATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	THE HEWITT SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	501(C)(3) ORGANIZATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	501(C)(3) ORGANIZATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	425 LAFAYETTE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	45 EAST 75TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	10003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	10021
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	10000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	10000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	10780
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	780
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	16893
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	780
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	16113
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	16113
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	10000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	16113
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	16893
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	JPMORGAN
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	0
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	26
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	26
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	91
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	BOOK TO TAX DIFFERENCE
TaxesSchedule/TaxesDetail/Amt	0	1180
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL TAX PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DONALD J HERDRICH JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8122877526
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-02-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	HERDRICH CHARITABLE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt	0	HERD
ReturnHeader/Filer/EIN	0	824914356
ReturnHeader/Filer/PhoneNum	0	8122877526
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	320 WEST 8TH STREET NO 119
ReturnHeader/Filer/USAddress/CityNm	0	BLOOMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	IN
ReturnHeader/Filer/USAddress/ZIPCd	0	474043700
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	331197384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	ANDERSEN TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1700 EAST PUTNAM AVENUE SUITE 408
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	OLD GREENWICH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	06870
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2039873660
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	MICHAEL VANDELOO
ReturnHeader/ReturnTs	0	2020-02-21T15:16:01-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-01-01
ReturnHeader/TaxPeriodEndDt	0	2019-12-31
ReturnHeader/TaxYr	0	2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $227,269
Liabilities: $0
Net assets: $227,269
Revenue: $6,432
Expenses: $11,206
Net income: -$4,774

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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