Civic Intelligence

David Herzog Foundation

990PF • Fiscal year 2023 • EIN 11-3281610

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 11, 2024

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

24th percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

16th percentile

-35%

Higher net margin than 16% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

27th percentile

-2.2%

Faster asset growth than 27% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$6,884,708

Down $153,828 (-2.2%) from 2022

Net Assets

Down

$6,884,708

Down $153,828 (-2.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin16th percentile

Revenue

Up

$445,448

Up $557,688 (+497%) from 2022

Expenses

Down

$599,276

Down $65,241 (-9.8%) from 2022

Net Income

Up

-$153,828

Up $622,929 (+80%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2023

Assets$6,884,708
Liabilities$0
Net Assets$6,884,708
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2023

Revenue$445,448
Expenses$599,276
Net Income-$153,828
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 11, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID HERZOGPresident-$0--
RAQUEL HERZOGTreasurer-$0--
MORDECHAI HERZOGPresident & CEO-$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
2024-11-11
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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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/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DAVID HERZOG
IRS990PF/StatementsRegardingActyGrp/PhoneNum02015359006
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHED- EDUCATIONAL ASSISTANCE, ASSISTANCE FOR THE SICK AND NEEDY,SYNAGOGUE EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SCHEDULE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0323818
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0171354
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0485231
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0485231
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0842845
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt078892
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0142717
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0323818
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0126064
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0171354
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0588660
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt078892
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01328076
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01249184
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
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0400000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt040000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MANUSCRIPT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt040000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt040000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09643
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1750
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2223
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09643
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2223
OtherIncomeSchedule2/OtherIncomeDetail/Desc0AG ENERGY CREDIT OPPORTUNITIES
OtherIncomeSchedule2/OtherIncomeDetail/Desc1KP VESTAVIA
OtherIncomeSchedule2/OtherIncomeDetail/Desc2LW XXV, LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc3LWXXXVII
OtherIncomeSchedule2/OtherIncomeDetail/Desc4NHR IV, LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc5NHR IX, LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc6RREF IV DEBT DOMESTIC INVESTOR
OtherIncomeSchedule2/OtherIncomeDetail/Desc7SILVERTECH OPPORTUNITIES VI LL
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0310
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt18547
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2-9104
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt3-2362
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt420541
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt5-40151
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt614108
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt7-13156
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0310
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt18547
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-9104
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3-2362
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt420541
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt5-40151
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt614108
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt7-13156
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt0120000
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0LOAN RECEIVABLE
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID HERZOG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-11
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 507
ReturnHeader/Filer/USAddress/CityNm0MIAMI BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033140
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0112632255
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/PreparerPersonNm0Boruch Pearl CPA
ReturnHeader/ReturnTs02024-11-11T08:51:50-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,884,708
Liabilities
$0
Net assets
$6,884,708
Revenue
$445,448
Expenses
$599,276
Net income
-$153,828
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