Civic Intelligence

The Herbert and Lois Rothenberg

EIN 22-2682598 • Boynton Beach, FL

3 Cambridge DriveBoynton Beach, FL 33436
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

65th percentile

4.9%

Faster asset growth than 65% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

158%

Faster revenue growth than 93% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$47,157

Up $2,191 (+4.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$47,157

Up $2,191 (+4.9%) from 2023

Revenue

Up

$9,968

Up $6,111 (+158%) from 2023

Expenses

Up

$7,782

Up $1,588 (+26%) from 2023

Net Income

Up

$2,186

Up $4,523 (+194%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2011: $95,125Liabilities 2011: $02011Assets 2012: $82,078Liabilities 2012: $0Net Assets 2012: $82,0782012Assets 2013: $76,328Liabilities 2013: $0Net Assets 2013: $76,3282013Assets 2014: $76,167Liabilities 2014: $0Net Assets 2014: $76,1672014Assets 2015: $68,227Liabilities 2015: $0Net Assets 2015: $68,2272015Assets 2016: $55,053Liabilities 2016: $0Net Assets 2016: $55,0532016Assets 2017: $52,306Liabilities 2017: $0Net Assets 2017: $52,3062017Assets 2018: $58,251Liabilities 2018: $0Net Assets 2018: $58,2512018Assets 2019: $56,281Liabilities 2019: $0Net Assets 2019: $56,2812019Assets 2020: $51,682Liabilities 2020: $0Net Assets 2020: $51,6822020Assets 2021: $54,188Liabilities 2021: $0Net Assets 2021: $54,1882021Assets 2022: $47,318Liabilities 2022: $0Net Assets 2022: $47,3182022Assets 2023: $44,966Liabilities 2023: $0Net Assets 2023: $44,9662023Assets 2024: $47,157Liabilities 2024: $0Net Assets 2024: $47,1572024

Highlighted filing

2024

Assets$47,157
Liabilities$0
Net Assets$47,157

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$10K$0-$10K-$20KRevenue 2011: -$5,523Expenses 2011: $12,611Net Income 2011: -$18,1342011Expenses 2012: $16,0992012Revenue 2013: $3,641Expenses 2013: $5,701Net Income 2013: -$2,0602013Revenue 2014: $3,609Expenses 2014: $3,781Net Income 2014: -$1722014Revenue 2015: $1,841Expenses 2015: $8,532Net Income 2015: -$6,6912015Revenue 2016: -$7,853Expenses 2016: $3,680Net Income 2016: -$11,5332016Revenue 2017: $3,444Expenses 2017: $6,191Net Income 2017: -$2,7472017Revenue 2018: $9,244Expenses 2018: $3,244Net Income 2018: $6,0002018Revenue 2019: $2,960Expenses 2019: $4,964Net Income 2019: -$2,0042019Revenue 2020: $732Expenses 2020: $5,336Net Income 2020: -$4,6042020Revenue 2021: $10,283Expenses 2021: $7,771Net Income 2021: $2,5122021Revenue 2022: -$402Expenses 2022: $6,468Net Income 2022: -$6,8702022Revenue 2023: $3,857Expenses 2023: $6,194Net Income 2023: -$2,3372023Revenue 2024: $9,968Expenses 2024: $7,782Net Income 2024: $2,1862024

Highlighted filing

2024

Revenue$9,968
Expenses$7,782
Net Income$2,186

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$47.2$0.00$47.2$9.97$7.78$2.19
2023Detailed filing. Detailed filing data is available for this year.$45.0$0.00$45.0$3.86$6.19$2.34
2022Detailed filing. Detailed filing data is available for this year.$47.3$0.00$47.3$0.40$6.47$6.87
2021Detailed filing. Detailed filing data is available for this year.$54.2$0.00$54.2$10.3$7.77$2.51
2020Detailed filing. Detailed filing data is available for this year.$51.7$0.00$51.7$0.73$5.34$4.60
2019Detailed filing. Detailed filing data is available for this year.$56.3$0.00$56.3$2.96$4.96$2.00
2018Detailed filing. Detailed filing data is available for this year.$58.3$0.00$58.3$9.24$3.24$6.00
2017Detailed filing. Detailed filing data is available for this year.$52.3$0.00$52.3$3.44$6.19$2.75
2016Detailed filing. Detailed filing data is available for this year.$55.1$0.00$55.1$7.85$3.68$11.5
2015Detailed filing. Detailed filing data is available for this year.$68.2$0.00$68.2$1.84$8.53$6.69
2014Detailed filing. Detailed filing data is available for this year.$76.2$0.00$76.2$3.61$3.78$0.17
2013Detailed filing. Detailed filing data is available for this year.$76.3$0.00$76.3$3.64$5.70$2.06
2012Detailed filing. Detailed filing data is available for this year.$82.1$0.00$82.1$16.1
2011Summary only. Only limited summary data is available for this year.$95.1$0.00$5.52$12.6$18.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 23, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael HyettTrustee-$0--
H Paxson KeatesTrustee-$0--
John RothenbergTrustee-$0--
Annie McGuireTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJewish Family Service of Atlantic & Cape May CountCharitablePCmargate city, NJ, US$5,000
Filing and Contact Details

Filer

Filer Name
The Herbert and Lois Rothenberg
EIN
22-2682598
In Care Of
% MICHAEL HYETT
Phone
5618044442
Address
3 Cambridge Drive, Boynton Beach, FL 33436

Signing Officer

Name
Michael Hyett
Title
Trustee
Phone
5618044442
Signed
2025-04-23
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA
Address
1601 FORUM PLACE 9TH FLOOR, WEST PALM BEACH, FL 33401
Preparer
Gregory Silverstein
Phone
5616881600
Raw XML Appendix289 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/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MICHAEL HYETT
IRS990PF/StatementsRegardingActyGrp/PhoneNum05618044442
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Jewish Family Service of Atlantic & Cape May Count
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0607 jerome avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0margate city
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd008402
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05000
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/AppliedToCurrentYearAmt02861
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02861
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0648
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0455
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01542
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04784
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02139
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0648
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0455
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01542
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02139
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04784
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02645
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0457
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0457
OtherIncreasesSchedule/OtherIncreasesDetail/Amt05
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK-TO-TAX ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt025
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Hyett
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05618044442
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Herbert and Lois Rothenberg
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HERB
ReturnHeader/Filer/EIN0222682598
ReturnHeader/Filer/InCareOfNm0% MICHAEL HYETT
ReturnHeader/Filer/PhoneNum05618044442
ReturnHeader/Filer/USAddress/AddressLine1Txt03 Cambridge Drive
ReturnHeader/Filer/USAddress/CityNm0Boynton Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033436
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01601 FORUM PLACE 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST PALM BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033401
ReturnHeader/PreparerPersonGrp/PhoneNum05616881600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gregory Silverstein
ReturnHeader/ReturnTs02025-05-01T10:24:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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