Civic Intelligence

Gregory and Itsuko Herrema Charitable Foundation

990PF • Fiscal year 2022 • EIN 87-3885554

Jan 01, 2022 to Dec 31, 2022 • Filed on May 07, 2023

Organization Profile
48 Union Park Unit 3Boston, MA 02118

(978) 443-4087

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

93rd percentile

74%

Higher net margin than 93% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

91st percentile

56%

Faster asset growth than 91% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

100th percentile

917745%

Faster revenue growth than 100% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$4,496,618

Up $1,614,988 (+56%) from 2021

Net Assets

Up

$4,496,618

Up $1,614,988 (+56%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin93rd percentile

Revenue

Up

$2,184,471

Up $2,184,233 (+917745%) from 2021

Expenses

Up

$558,510

Up $558,510 from 2021

Net Income

Up

$1,625,961

Up $1,625,723 (+683077%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$6.0M$4.0M$2.0M$0Assets 2021: $2,881,630Liabilities 2021: $0Net Assets 2021: $2,881,6302021Assets 2022: $4,496,618Liabilities 2022: $0Net Assets 2022: $4,496,6182022Assets 2023: $3,652,572Liabilities 2023: $0Net Assets 2023: $3,652,5722023Assets 2024: $3,039,991Liabilities 2024: $0Net Assets 2024: $3,039,9912024

Highlighted filing

2022

Assets$4,496,618
Liabilities$0
Net Assets$4,496,618
Open 2022 Filing

Operations Trend

Revenue Growth100th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2021: $238Expenses 2021: $0Net Income 2021: $2382021Revenue 2022: $2,184,471Expenses 2022: $558,510Net Income 2022: $1,625,9612022Revenue 2023: -$84,579Expenses 2023: $759,230Net Income 2023: -$843,8092023Revenue 2024: $302,535Expenses 2024: $910,702Net Income 2024: -$608,1672024

Highlighted filing

2022

Revenue$2,184,471
Expenses$558,510
Net Income$1,625,961
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 7, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREGORY HERREMAPresident-$0--
Filing and Contact Details

Filer

Filer Name
Gregory and Itsuko Herrema Charitable
EIN
87-3885554
Phone
9784434087
Address
48 UNION PARK UNIT 3, BOSTON, MA 02118

Signing Officer

Name
Gregory Herrema
Title
President
Phone
9784434087
Signed
2023-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Rolleri & Sheppard Cpas Llp
Address
2150 POST ROAD 5TH FL, FAIRFIELD, CT 06824
Preparer
Ryan C Sheppard CPA
Phone
2032592727
Raw XML Appendix298 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/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt017736
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0202359
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0313238
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0313238
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0533333
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0313238
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0313238
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt017736
OtherDecreasesSchedule/OtherDecreasesDetail/Amt010973
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED ADJUSTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt024788
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt147
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUST AND MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ADR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt024788
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt147
TaxesSchedule/TaxesDetail/Amt0342
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0342
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GREGORY HERREMA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09784434087
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GREGORY AND ITSUKO HERREMA CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GREG
ReturnHeader/Filer/EIN0873885554
ReturnHeader/Filer/PhoneNum09784434087
ReturnHeader/Filer/USAddress/AddressLine1Txt048 UNION PARK UNIT 3
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002118
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061156122
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROLLERI & SHEPPARD CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02150 POST ROAD 5TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FAIRFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006824
ReturnHeader/PreparerPersonGrp/PhoneNum02032592727
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RYAN C SHEPPARD CPA
ReturnHeader/ReturnTs02023-05-12T11:44:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GREGORY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HERREMA
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,496,618
Liabilities
$0
Net assets
$4,496,618
Revenue
$2,184,471
Expenses
$558,510
Net income
$1,625,961
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.30$0.91$0.61
2023Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.08$0.76$0.84
2022Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$2.18$0.56$1.63
2021Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.00$0.00$0.00