The Herma Family Foundation Inc

Milwaukee, WI
Tax exemption issued: Aug. 1994
EIN: 39-1776108

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2025

Revenue

$32,996

Expenses

$21,228

Net Income

$11,768

Net Assets

$592,785

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$32,996	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,712	97.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$592,785
Total Liabilities	$0
Net Assets	$592,785

Compensation

Key Employees and Officers	Compensation	Other
John F Herma (President/treasurer/director)	$0	$0
Susan M Herma (Vice President/director)	$0	$0
Peter M Sommerhauser (Assistant Secretary/director)	$0	$0
Drew Herma (Vice President)	$0	$0
Kyle Herma (Secretary)	$0	$0
James N Phillips (Director)	$0	$0

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990-PF

Filed on May 12, 2026

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2024

Revenue

$24,139

Expenses

$12,900

Net Income

$11,239

Net Assets

$581,017

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24,139	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,640	98.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$581,017
Total Liabilities	$0
Net Assets	$581,017

Compensation

Key Employees and Officers	Compensation	Other
John F Herma (President/treasurer/director)	$0	$0
Susan M Herma (Vice President/director)	$0	$0
Peter M Sommerhauser (Assistant Secretary/director)	$0	$0
Drew Herma (Vice President)	$0	$0
Kyle Herma (Secretary)	$0	$0
James N Phillips (Director)	$0	$0

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990-PF

Filed on April 30, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2023

Revenue

$11,235

Expenses

$129,005

Net Income

-$117,770

Net Assets

$569,779

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,235	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$128,900	99.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$569,779
Total Liabilities	$0
Net Assets	$569,779

Compensation

Key Employees and Officers	Compensation	Other
John F Herma (President/treasurer/director)	$0	$0
Susan M Herma (Vice President/director)	$0	$0
Peter M Sommerhauser (Assistant Secretary/director)	$0	$0
Drew Herma (Vice President)	$0	$0
Kyle Herma (Secretary)	$0	$0
James N Phillips (Director)	$0	$0

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990-PF

Filed on April 26, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$3,907

Expenses

$15,835

Net Income

-$11,928

Net Assets

$687,549

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,907	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,825	99.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$687,549
Total Liabilities	$0
Net Assets	$687,549

Compensation

Key Employees and Officers	Compensation	Other
John F Herma (President/treasurer/director)	$0	$0
Susan M Herma (Vice President/director)	$0	$0
Peter M Sommerhauser (Assistant Secretary/director)	$0	$0
Drew Herma (Vice President)	$0	$0
Kyle Herma (Secretary)	$0	$0
James N Phillips (Director)	$0	$0

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990-PF

Filed on May 2, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$1,000,395

Expenses

$2,062,025

Net Income

-$1,061,630

Net Assets

$699,477

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000,000	100.0%
Interest Revenue	$395	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,062,025	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$699,477
Total Liabilities	$0
Net Assets	$699,477

Compensation

Key Employees and Officers	Compensation	Other
John F Herma (President/treasurer/director)	$0	$0
Susan M Herma (Vice President/director)	$0	$0
Peter M Sommerhauser (Assistant Secretary/director)	$0	$0
Drew Herma (Vice President)	$0	$0
Kyle Herma (Secretary)	$0	$0

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990-PF

Filed on May 12, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$7,205

Expenses

$2,030,800

Net Income

-$2,023,595

Net Assets

$1,760,486

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,205	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,029,896	100.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,760,487
Total Liabilities	$1
Net Assets	$1,760,486

Compensation

Key Employees and Officers	Compensation	Other
John F Herma (President/treasurer/director)	$0	$0
Susan M Herma (Vice President/director)	$0	$0
Peter M Sommerhauser (Assistant Secretary/director)	$0	$0
Drew Herma (Vice President)	$0	$0
Kyle Herma (Secretary)	$0	$0

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990-PF

Filed on April 27, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$70,414

Expenses

$2,015,452

Net Income

-$1,945,038

Net Assets

$3,784,080

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$70,414	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,014,675	100.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,784,081
Total Liabilities	$1
Net Assets	$3,784,080

Compensation

Key Employees and Officers	Compensation	Other
John F Herma (President/treasurer/director)	$0	$0
Susan M Herma (Vice President/director)	$0	$0
Peter M Sommerhauser (Assistant Secretary/director)	$0	$0
Drew Herma (Vice President)	$0	$0
Kyle Herma (Secretary)	$0	$0

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990-PF

Filed on July 9, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$50,718

Expenses

$2,029,830

Net Income

-$1,979,112

Net Assets

$5,729,119

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$50,718	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,029,510	100.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,729,119
Total Liabilities	$0
Net Assets	$5,729,119

Compensation

Key Employees and Officers	Compensation	Other
John F Herma (President/treasurer/director)	$0	$0
Susan M Herma (Vice President/diretor)	$0	$0
Peter M Sommerhauser (Assistant Secretary/director)	$0	$0
Drew Herma (Vice-president)	$0	$0
Kyle Herma (Secretary)	$0	$0

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990-PF

Filed on May 10, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$3,503

Expenses

$8,418

Net Income

-$4,915

Net Assets

$7,708,231

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,503	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,400	99.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,708,231
Total Liabilities	$0
Net Assets	$7,708,231

Compensation

Key Employees and Officers	Compensation	Other
John F Herma (President/treasurer/director)	$0	$0
Susan M Herma (Vice President/diretor)	$0	$0
Peter M Sommerhauser (Assistant Secretary/director)	$0	$0
Drew Herma (Vice-president)	$0	$0
Kyle Herma (Secretary)	$0	$0

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990-PF

Filed on March 12, 2018

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$886

Expenses

$13,075

Net Income

-$12,189

Net Assets

$7,713,146

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$886	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,075	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,713,146
Total Liabilities	$0
Net Assets	$7,713,146

Compensation

Key Employees and Officers	Compensation	Other
John F Herma (President/treasurer/director)	$0	$0
Susan M Herma (Vice President/diretor)	$0	$0
Peter M Sommerhauser (Assistant Secretary/director)	$0	$0
Drew Herma (Vice-president)	$0	$0
Kyle Herma (Secretary)	$0	$0

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990-PF

Filed on March 13, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$1,269

Expenses

$18,790

Net Income

-$17,521

Net Assets

$7,670,940

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$500	39.4%
Interest Revenue	$769	60.6%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,790	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,670,940
Total Liabilities	$0
Net Assets	$7,670,940

Compensation

Key Employees and Officers	Compensation	Other
John F Herma (President/treasurer/director)	$0	$0
Susan M Herma (Vice President/secretary/director)	$0	$0
Peter M Sommerhauser (Assistant Secretary/director)	$0	$0
Drew Herma (Vice-president/director)	$0	$0
Kyle Herma (Secretary/director)	$0	$0

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990-PF

Filed on March 8, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$5,562,645

Expenses

$2,112,895

Net Income

$3,449,750

Net Assets

$7,688,461

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,800,550	50.3%
Interest Revenue	$591	0.0%
Dividends	$0
Sales of Assets	$2,761,504	49.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,112,895	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,688,461
Total Liabilities	$0
Net Assets	$7,688,461

Compensation

Key Employees and Officers	Compensation	Other
John F Herma (President/treasurer/director)	$0	$0
Susan M Herma (Vice President/secretary/director)	$0	$0
Peter M Sommerhauser (Assistant Secretary/director)	$0	$0
Drew Herma (Vice-president/director)	$0	$0
Kyle Herma (Secretary/director)	$0	$0

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990-PF

Filed on May 11, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$748

Expenses

$624,350

Net Income

-$623,602

Net Assets

$7,028,810

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$748	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$614,350	98.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,028,810
Total Liabilities	$0
Net Assets	$7,028,810

Compensation

Key Employees and Officers	Compensation	Other
John F Herma (President/treasurer/director)	$0	$0
Susan M Herma (Vice President/secretary/director)	$0	$0
Peter M Sommerhauser (Assistant Secretary/director)	$0	$0

990-PF

Filed on Aug. 15, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$13,265,882

Expenses

$3,285,600

Net Income

$9,980,282

Net Assets

$7,652,411

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,189,000	39.1%
Interest Revenue	$536	0.0%
Dividends	$37,023	0.3%
Sales of Assets	$8,039,323	60.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,125,600	95.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,652,412
Total Liabilities	$1
Net Assets	$7,652,411

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$3,209,223

Expenses

$2,626,800

Net Income

$582,423

Net Assets

$2,858,704

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$825	0.0%
Dividends	$99,923	3.1%
Sales of Assets	$3,108,475	96.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,621,800	99.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,858,705
Total Liabilities	$1
Net Assets	$2,858,704

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited older records. This data release includes only a subset of what can be found in the full Form 990s.

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Updated October 22, 2026

The Herma Family Foundation Inc

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Fiscal Year Ending Dec.
2025

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001