Civic Intelligence

David Herzog Foundation

990PF • Fiscal year 2015 • EIN 11-3281610

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2016

Organization Profile
3737 Indian Creek DriveMiami Beach, FL 33140

(201) 535-9006

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

92nd percentile

63%

Higher net margin than 92% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

86th percentile

23%

Faster asset growth than 86% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

90th percentile

67%

Faster revenue growth than 90% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$4,197,523

Up $785,262 (+23%) from 2014

Net Assets

$4,197,523

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin92nd percentile

Revenue

Up

$1,252,782

Up $502,678 (+67%) from 2014

Expenses

Down

$467,520

Down $57,704 (-11%) from 2014

Net Income

Up

$785,262

Up $560,382 (+249%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $2,775,516Liabilities 2011: $02011Assets 2012: $2,921,877Liabilities 2012: $02012Assets 2013: $3,187,667Liabilities 2013: $02013Assets 2014: $3,412,261Liabilities 2014: $02014Assets 2015: $4,197,523Liabilities 2015: $0Net Assets 2015: $4,197,5232015Assets 2016: $4,726,329Liabilities 2016: $0Net Assets 2016: $4,726,3292016Assets 2017: $4,559,938Liabilities 2017: $0Net Assets 2017: $4,559,9382017Assets 2018: $4,626,383Liabilities 2018: $0Net Assets 2018: $4,626,3832018Assets 2019: $5,375,917Liabilities 2019: $0Net Assets 2019: $5,375,9172019Assets 2020: $6,512,877Liabilities 2020: $0Net Assets 2020: $6,512,8772020Assets 2021: $7,815,293Liabilities 2021: $0Net Assets 2021: $7,815,2932021Assets 2022: $7,038,536Liabilities 2022: $0Net Assets 2022: $7,038,5362022Assets 2023: $6,884,708Liabilities 2023: $0Net Assets 2023: $6,884,7082023Assets 2024: $7,286,068Liabilities 2024: $0Net Assets 2024: $7,286,0682024

Highlighted filing

2015

Assets$4,197,523
Liabilities$0
Net Assets$4,197,523
Open 2015 Filing

Operations Trend

Revenue Growth90th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $619,240Expenses 2011: $91,259Net Income 2011: $527,9812011Revenue 2012: $689,334Expenses 2012: $542,973Net Income 2012: $146,3612012Revenue 2013: $931,862Expenses 2013: $506,390Net Income 2013: $425,4722013Revenue 2014: $750,104Expenses 2014: $525,224Net Income 2014: $224,8802014Revenue 2015: $1,252,782Expenses 2015: $467,520Net Income 2015: $785,2622015Revenue 2016: $1,079,962Expenses 2016: $552,056Net Income 2016: $527,9062016Revenue 2017: $651,424Expenses 2017: $817,815Net Income 2017: -$166,3912017Revenue 2018: $846,937Expenses 2018: $780,492Net Income 2018: $66,4452018Revenue 2019: $1,188,536Expenses 2019: $484,569Net Income 2019: $703,9672019Revenue 2020: $1,632,423Expenses 2020: $495,463Net Income 2020: $1,136,9602020Revenue 2021: $1,998,938Expenses 2021: $696,522Net Income 2021: $1,302,4162021Revenue 2022: -$112,240Expenses 2022: $664,517Net Income 2022: -$776,7572022Revenue 2023: $445,448Expenses 2023: $599,276Net Income 2023: -$153,8282023Revenue 2024: $815,480Expenses 2024: $414,120Net Income 2024: $401,3602024

Highlighted filing

2015

Revenue$1,252,782
Expenses$467,520
Net Income$785,262
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID HERZOGPresident-$0--
RAQUEL HERZOGVice President-$0--
PHILLIP HERZOGSecretary-$0--
Filing and Contact Details

Filer

Filer Name
David Herzog Foundation
EIN
11-3281610
Phone
2015359006
Address
3737 INDIAN CREEK DRIVE, MIAMI BEACH, FL 33140

Signing Officer

Name
David Herzog
Title
President
Signed
2016-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Saul N Friedman & Company
Address
1333 60th Street, Brooklyn, NY 11219
Preparer
Robert Wohlberg CPA
Phone
7182321111
Raw XML Appendix342 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/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03737 INDIAN CREEK DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MIAMI BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033140
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DAVID HERZOG
IRS990PF/StatementsRegardingActyGrp/PhoneNum02015359006
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DAVID HERZOG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0450643
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL ASSISTANCE, ASSISTANCE FOR THE SICK AND NEEDY,SYNAGOGUE EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011219
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0450643
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0214364
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0214364
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0334365
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0327408
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0289777
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01187829
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0236279
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0334365
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0327408
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0289777
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0450643
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0236279
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01187829
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0951550
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DAVID HERZOG
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1NATHAN HERZOG
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03737 INDIAN CREEK DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11 BARTLETT ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MIAMI BEACH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1MONSEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033140
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd110952
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01100000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt18000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BROKER FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt016555
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1322
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt016555
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1322
OtherIncomeSchedule2/OtherIncomeDetail/Desc0LW XIX, LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc1LW XVII, LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc2LW XXIII, LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc3LW XXV, LLC
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-10353
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-55919
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2-16492
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt3-3795
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-10353
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-55919
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-16492
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3-3795
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID HERZOG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID HERZOG FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HERMAN HERZOG TTE
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0113281610
ReturnHeader/Filer/PhoneNum02015359006
ReturnHeader/Filer/USAddress/AddressLine1Txt03737 INDIAN CREEK DRIVE
ReturnHeader/Filer/USAddress/CityNm0MIAMI BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033140
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Saul N Friedman & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01333 60th Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Brooklyn
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011219
ReturnHeader/PreparerPersonGrp/PhoneNum07182321111
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert Wohlberg CPA
ReturnHeader/ReturnTs02016-11-14T09:13:57-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,197,523
Liabilities
$0
Net assets
$4,197,523
Revenue
$1,252,782
Expenses
$467,520
Net income
$785,262
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.29$0.00$7.29$0.82$0.41$0.40
2023Detailed filing. Detailed filing data is available for this year.$6.88$0.00$6.88$0.45$0.60$0.15
2022Detailed filing. Detailed filing data is available for this year.$7.04$0.00$7.04$0.11$0.66$0.78
2021Detailed filing. Detailed filing data is available for this year.$7.82$0.00$7.82$2.00$0.70$1.30
2020Detailed filing. Detailed filing data is available for this year.$6.51$0.00$6.51$1.63$0.50$1.14
2019Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$1.19$0.48$0.70
2018Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.85$0.78$0.07
2017Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.65$0.82$0.17
2016Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$1.08$0.55$0.53
2015Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$1.25$0.47$0.79
2014Summary only. Only limited summary data is available for this year.$3.41$0.00$0.75$0.53$0.22
2013Summary only. Only limited summary data is available for this year.$3.19$0.00$0.93$0.51$0.43
2012Summary only. Only limited summary data is available for this year.$2.92$0.00$0.69$0.54$0.15
2011Summary only. Only limited summary data is available for this year.$2.78$0.00$0.62$0.09$0.53