Civic Intelligence

David Herzog Foundation

990PF • Fiscal year 2019 • EIN 11-3281610

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 29, 2020

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

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

91st percentile

59%

Higher net margin than 91% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

80th percentile

16%

Faster asset growth than 80% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

86th percentile

40%

Faster revenue growth than 86% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$5,375,917

Up $749,534 (+16%) from 2018

Net Assets

Up

$5,375,917

Up $749,534 (+16%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin91st percentile

Revenue

Up

$1,188,536

Up $341,599 (+40%) from 2018

Expenses

Down

$484,569

Down $295,923 (-38%) from 2018

Net Income

Up

$703,967

Up $637,522 (+959%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2019

Assets$5,375,917
Liabilities$0
Net Assets$5,375,917
Open 2019 Filing

Operations Trend

Revenue Growth86th 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

2019

Revenue$1,188,536
Expenses$484,569
Net Income$703,967
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 29, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay30th 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
2020-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Saul N Friedman & Company
Address
1333 60th Street, Brooklyn, NY 11219
Preparer
Robert Wohlberg CPA
Phone
7182321111
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0817290
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0547800
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0505689
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.10387
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt05985426
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04908678
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04338343
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03511008
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.628879
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0481170
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0481170
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/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/Amt0481170
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
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011219
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0481170
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/AppliedToCurrentYearAmt0309816
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0309816
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0485231
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0518019
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0302366
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0236279
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0334365
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0334365
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01713249
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0171354
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0485231
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0518019
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0302366
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0236279
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0481170
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0171354
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02047614
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01876260
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DAVID HERZOG
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03737 INDIAN CREEK DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MIAMI BEACH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033140
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01256000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MANUSCRIPT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt040000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt040000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02296
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11103
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02296
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11103
OtherIncomeSchedule2/OtherIncomeDetail/Desc0KP VESTAVIA
OtherIncomeSchedule2/OtherIncomeDetail/Desc1LW XIX, LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc2LW XXV, LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc3LWXXXVII
OtherIncomeSchedule2/OtherIncomeDetail/Desc4NHR I, LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc5NHR IV, LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc6NHR IX, LLC
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt05794
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-2586
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2-24895
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt3-36302
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt4-1477
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt5640
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt6-73784
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05794
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-2586
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-24895
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3-36302
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt4-1477
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt5640
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt6-73784
OtherIncreasesSchedule/OtherIncreasesDetail/Amt035275
OtherIncreasesSchedule/OtherIncreasesDetail/Amt110292
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0LW XXV TAX BASIS INCOME PER K-1
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1NHR IV TAX BASIS INCOME PER K-1
ReturnHeader/BuildTS02021-04-22 16:20:28Z

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$5,375,917
Liabilities
$0
Net assets
$5,375,917
Revenue
$1,188,536
Expenses
$484,569
Net income
$703,967
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