Civic Intelligence

David Herzog Foundation

990PF • Fiscal year 2020 • EIN 11-3281610

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

Organization Profile
3737 Indian Creek Drive 507Miami Beach, FL 33140

(201) 535-9006

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

92nd percentile

70%

Higher net margin than 92% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

80th percentile

21%

Faster asset growth than 80% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

84th percentile

37%

Faster revenue growth than 84% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$6,512,877

Up $1,136,960 (+21%) from 2019

Net Assets

Up

$6,512,877

Up $1,136,960 (+21%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin92nd percentile

Revenue

Up

$1,632,423

Up $443,887 (+37%) from 2019

Expenses

Up

$495,463

Up $10,894 (+2.2%) from 2019

Net Income

Up

$1,136,960

Up $432,993 (+62%) from 2019

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

2020

Assets$6,512,877
Liabilities$0
Net Assets$6,512,877
Open 2020 Filing

Operations Trend

Revenue Growth84th 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

2020

Revenue$1,632,423
Expenses$495,463
Net Income$1,136,960
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay31st 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 507, MIAMI BEACH, FL 33140

Signing Officer

Name
David Herzog
Title
President
Signed
2021-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Saul N Friedman & Company
Address
1333 60th Street, Brooklyn, NY 11219
Preparer
Boruch Pearl CPA
Phone
7182321111
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OtherIncomeSchedule2/OtherIncomeDetail/Desc3LWXXXVII
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OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt169889
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt278983
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt3-16429
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt410316
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt5-95826
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05518
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt169889
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt278983
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3-16429
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt410316
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt5-95826
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,512,877
Liabilities
$0
Net assets
$6,512,877
Revenue
$1,632,423
Expenses
$495,463
Net income
$1,136,960
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