Kathryn M and Ronald J Herman Jr Charitable Foundation is a 501(c)(3) organization based in Fairfield, Connecticut, registered in 2005, with $3,040 in FY2025 revenue. CharityIndex grades it C+.
Revenue (FY2025)
$3,040
▲ 65.0% vs prior year
Philanthropy median: $168K
Expenses (FY2025)
$3,000
Net assets
$1,666
Employees
—
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Kathryn M and Ronald J Herman Jr Charitable Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Kathryn M and Ronald J Herman Jr Charitable Foundation: 7 mo reserves · +1% margin earns a A on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Kathryn M and Ronald J Herman Jr Charitable Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Kathryn M and Ronald J Herman Jr Charitable Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Revenue grew from $2,205 (FY2013) to $3,040 (FY2025) across 13 reported years.
Financial snapshot
Operating margin
1.3%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$1,666
Total liabilities
$0
Net assets
$1,666
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $3,040▲65.0% | $3,000▲66.7% | $1,666▲2.5% | $1,666▲2.5% | 990PF |
| 2024 | $1,842▲244% | $1,800▲0.8% | $1,626▲2.7% | $1,626▲2.7% | 990PF |
| 2023 | $536▲1524% | $1,785▼75.8% | $1,584▼44.1% | $1,584▼44.1% | 990PF |
| 2022 | $33▼99.9% | $7,370▼70.6% | $2,833▼72.1% | $2,833▼72.1% | 990PF |
| 2021 | $30,052▼3.9% | $25,099▼35.9% | $10,170▲94.9% | $10,170▲94.9% | 990PF |
| 2020 | $31,286▲8163% | $39,170▲54.7% | $5,217▼60.2% | $5,217▼60.2% | 990PF |
| 2019 | -$388▼114% | $25,323▲78.4% | $13,101▼66.2% | $13,101▼66.2% | 990PF |
| 2018 | $2,763▼45.1% | $14,198▼10.4% | $38,812▼22.8% | $38,812▼22.8% | 990PF |
| 2017 | $5,036▼78.6% | $15,850▲101% | $50,247▼64.4% | $50,247▼64.4% | 990PF |
| 2016 | $23,488▼84.1% | $7,900▼65.3% | $141,261▲12.4% | $141,261▲12.4% | 990PF |
| 2015 | $147,703▲15697% | $22,750▲22.8% | $125,673▲17355% | $125,673▲17355% | 990PF |
| 2014 | $935▼57.6% | $18,524▼17.9% | $720▼96.1% | $720▼96.1% | 990PF |
| 2013 | $2,205 | $22,565▼22.2% | $18,309▼52.7% | $18,309▼52.7% | 990PF |
| 2012 | — | $29,011 | $38,669 | $38,669 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Explore more
Data for Kathryn M and Ronald J Herman Jr Charitable Foundation (EIN 20-6432249) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.