Civic Intelligence

Richard H Holzer Memorial Foundation

EIN 23-7014880 • Harrington Park, NJ

1 Park Street Suite 3Harrington Park, NJ 07640
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

2nd percentile

-12331%

Higher net margin than 2% 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

13th percentile

-94%

Faster asset growth than 13% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

8th percentile

-91%

Faster revenue growth than 8% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$325,506

Down $5,503,449 (-94%) from 2023

Liabilities

Down

$0

Down $245,000 (-100%) from 2023

Net Assets

Down

$325,506

Down $5,258,449 (-94%) from 2023

Revenue

Down

$44,625

Down $436,202 (-91%) from 2023

Expenses

Up

$5,547,202

Up $5,161,486 (+1338%) from 2023

Net Income

Down

-$5,502,577

Down $5,597,688 (-5885%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2012: $5,730,398Liabilities 2012: $63,000Net Assets 2012: $5,667,3982012Assets 2013: $5,649,345Liabilities 2013: $154,000Net Assets 2013: $5,495,3452013Assets 2014: $5,518,230Liabilities 2014: $180,000Net Assets 2014: $5,338,2302014Assets 2015: $5,439,516Liabilities 2015: $165,000Net Assets 2015: $5,274,5162015Assets 2016: $5,366,261Liabilities 2016: $110,000Net Assets 2016: $5,256,2612016Assets 2017: $5,180,943Liabilities 2017: $195,000Net Assets 2017: $4,985,9432017Assets 2018: $5,036,658Liabilities 2018: $170,000Net Assets 2018: $4,866,6582018Assets 2019: $5,110,440Liabilities 2019: $180,000Net Assets 2019: $4,930,4402019Assets 2020: $5,710,588Liabilities 2020: $80,000Net Assets 2020: $5,630,5882020Assets 2021: $5,621,480Liabilities 2021: $130,000Net Assets 2021: $5,491,4802021Assets 2022: $5,719,858Liabilities 2022: $320,000Net Assets 2022: $5,399,8582022Assets 2023: $5,828,955Liabilities 2023: $245,000Net Assets 2023: $5,583,9552023Assets 2024: $325,506Liabilities 2024: $0Net Assets 2024: $325,5062024

Highlighted filing

2024

Assets$325,506
Liabilities$0
Net Assets$325,506

Operations Trend

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

$10M$5.0M$0-$5.0M-$10MExpenses 2012: $448,0662012Revenue 2013: $245,503Expenses 2013: $536,960Net Income 2013: -$291,4572013Revenue 2014: $279,062Expenses 2014: $460,636Net Income 2014: -$181,5742014Revenue 2015: $274,428Expenses 2015: $411,529Net Income 2015: -$137,1012015Revenue 2016: $322,202Expenses 2016: $428,389Net Income 2016: -$106,1872016Revenue 2017: $222,684Expenses 2017: $552,044Net Income 2017: -$329,3602017Revenue 2018: $237,906Expenses 2018: $427,771Net Income 2018: -$189,8652018Revenue 2019: $464,623Expenses 2019: $477,860Net Income 2019: -$13,2372019Revenue 2020: $959,770Expenses 2020: $357,410Net Income 2020: $602,3602020Revenue 2021: $282,395Expenses 2021: $444,002Net Income 2021: -$161,6072021Revenue 2022: $466,536Expenses 2022: $615,258Net Income 2022: -$148,7222022Revenue 2023: $480,827Expenses 2023: $385,716Net Income 2023: $95,1112023Revenue 2024: $44,625Expenses 2024: $5,547,202Net Income 2024: -$5,502,5772024

Highlighted filing

2024

Revenue$44,625
Expenses$5,547,202
Net Income-$5,502,577

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 24, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
VIVIAN HOLZERPresPT$0--
ROBERT HOLZERVP-TreasPT$0--
EVA HOLZERManagerPT$0--
ROBIN GREENBAUMSecretaryPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFIDELITY CHARITABLE DONOR ADVISED FUNDTO FURTHER THE MEMORY OF RICHARD H HOLZERPUBLIC CHARITYCINCINNATI, OH, US$5,504,534
Filing and Contact Details

Filer

Filer Name
Richard H Holzer Memorial Foundation
EIN
23-7014880
Phone
2018718810
Address
1 PARK STREET SUITE 3, HARRINGTON PARK, NJ 07640

Signing Officer

Name
Vivian Holzer
Title
President
Phone
2018718810
Signed
2025-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
250 PEHLE AVE SUITE 601, SADDLE BROOK, NJ 07663
Preparer
Tony Torchia
Phone
2019050400
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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/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0FOUNDATION
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01 PARK STREET SUITE 3
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HARRINGTON PARK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd007640
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02018718810
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER REQUEST WITH DESCRIPTION OF USE OF FUNDS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0VIVIAN HOLZER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02018718810
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01 PARK STREET SUITE 3
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0HARRINGTON PARK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd007640
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05504534
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO FURTHER THE MEMORY OF RICHARD H HOLZER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIDELITY CHARITABLE DONOR ADVISED FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 770001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045277
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05504534
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0203873
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0203873
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt015313
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt015313
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05304368
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05304368
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05508241
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05304368
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05319681
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt015313
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt049429
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1710565
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PARTNERSHIP INVESTMENTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1SONOTEK STOCK
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt049336
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0341430
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt10
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0872
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK TAX DIFFERENCES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL REPORT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt056
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt056
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt045657
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PARTNERSHIP INCOME-MAP HERITAGE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt045657
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt045657
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0245000
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PLEDGES TRANSFERRED TO DAF
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt028359
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt028359
TaxesSchedule/TaxesDetail/Amt06366
TaxesSchedule/TaxesDetail/Amt1585
TaxesSchedule/TaxesDetail/CategoryTxt0TAX ON INVESTMENTS
TaxesSchedule/TaxesDetail/CategoryTxt1DELAWARE FRANCHISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0VIVIAN HOLZER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02018718810
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARD H HOLZER MEMORIAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0237014880
ReturnHeader/Filer/PhoneNum02018718810
ReturnHeader/Filer/USAddress/AddressLine1Txt01 PARK STREET SUITE 3
ReturnHeader/Filer/USAddress/CityNm0HARRINGTON PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007640
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0881478669
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0250 PEHLE AVE SUITE 601
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SADDLE BROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007663
ReturnHeader/PreparerPersonGrp/PhoneNum02019050400
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TONY TORCHIA
ReturnHeader/ReturnTs02025-04-28T14:58:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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