Civic Intelligence

Hershel and Miriam Herbst Charitable Trust

990PF • Fiscal year 2011 • EIN 27-1324245

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 21, 2012

Organization Profile
210 Acres Road - PO Box 85310950-0853
Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

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

2011 filings • NTEE T20 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

2011 filings • NTEE T20 • <$500k nonprofits • Source year 2011

Asset Growth

100th percentile

100000%

Faster asset growth than 100% of similar nonprofits.

2011 filings • NTEE T20 • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$100,100

Up $100,000 (+100000%) from 2010

Net Assets

Up

$100,100

Up $100,000 (+100000%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$0

Flat from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $100Liabilities 2010: $0Net Assets 2010: $1002010Assets 2011: $100,100Liabilities 2011: $0Net Assets 2011: $100,1002011Assets 2012: $184,908Liabilities 2012: $0Net Assets 2012: $184,9082012Assets 2013: $2,932,965Liabilities 2013: $606,407Net Assets 2013: $2,326,5582013Assets 2014: $2,941,236Liabilities 2014: $0Net Assets 2014: $2,941,2362014Assets 2015: $2,879,937Liabilities 2015: $0Net Assets 2015: $2,879,9372015Assets 2016: $2,100,852Liabilities 2016: $0Net Assets 2016: $2,100,8522016Assets 2017: $4,349,876Liabilities 2017: $0Net Assets 2017: $4,349,8762017Assets 2018: $6,332,812Liabilities 2018: $0Net Assets 2018: $6,332,8122018Assets 2019: $6,312,356Liabilities 2019: $56,404Net Assets 2019: $6,255,9522019Assets 2020: $8,858,725Liabilities 2020: $56,404Net Assets 2020: $8,802,3212020Assets 2021: $13,288,608Liabilities 2021: $56,404Net Assets 2021: $13,232,2042021Assets 2022: $12,939,463Liabilities 2022: $56,404Net Assets 2022: $12,883,0592022Assets 2023: $13,781,754Liabilities 2023: $56,404Net Assets 2023: $13,725,3502023Assets 2024: $14,919,821Liabilities 2024: $56,404Net Assets 2024: $14,863,4172024

Highlighted filing

2011

Assets$100,100
Liabilities$0
Net Assets$100,100
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $02010Expenses 2011: $02011Expenses 2012: $665,8722012Revenue 2013: $4,049,725Expenses 2013: $1,908,075Net Income 2013: $2,141,6502013Revenue 2014: $1,354,131Expenses 2014: $739,453Net Income 2014: $614,6782014Revenue 2015: $1,490Expenses 2015: $62,789Net Income 2015: -$61,2992015Revenue 2016: -$778,974Expenses 2016: $111Net Income 2016: -$779,0852016Revenue 2017: $2,408,525Expenses 2017: $159,501Net Income 2017: $2,249,0242017Revenue 2018: $2,291,173Expenses 2018: $308,237Net Income 2018: $1,982,9362018Revenue 2019: $158,793Expenses 2019: $235,653Net Income 2019: -$76,8602019Revenue 2020: $3,343,942Expenses 2020: $797,573Net Income 2020: $2,546,3692020Revenue 2021: $4,618,870Expenses 2021: $188,987Net Income 2021: $4,429,8832021Revenue 2022: $119,758Expenses 2022: $468,903Net Income 2022: -$349,1452022Revenue 2023: $1,042,439Expenses 2023: $200,148Net Income 2023: $842,2912023Revenue 2024: $1,753,850Expenses 2024: $615,783Net Income 2024: $1,138,0672024

Highlighted filing

2011

Revenue-
Expenses$0
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 21, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HERSHEL HERBSTTrustee-$0--
MIRIAM HERBSTTrustee-$0--
Filing and Contact Details

Filer

EIN
27-1324245
Raw XML Appendix174 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.

Path#Value
CompensationExplanation/Compensation/PersonName0HERSHEL HERBST
CompensationExplanation/Compensation/PersonName1MIRIAM HERBST
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss0100000
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0100000
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0100000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss00
IRS990PF/BalanceSheets/CashBOY0100
IRS990PF/BalanceSheets/CashEOY0100100
IRS990PF/BalanceSheets/CashEOYFMV0100100
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/TotalAssetsBOY0100
IRS990PF/BalanceSheets/TotalAssetsEOY0100100
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0100100
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0100
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0100100
IRS990PF/BalanceSheets/TotalNetAssetsBOY0100
IRS990PF/BalanceSheets/TotalNetAssetsEOY0100100
IRS990PF/BalanceSheets/UnrestrictedBOY0100
IRS990PF/BalanceSheets/UnrestrictedEOY0100100
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0100000
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0100100
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0100
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0100100
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0410
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0410
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0410
IRS990PF/DistributableAmount/MinimumInvestmentReturn0410
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0100100
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets08333
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances08333
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0125
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0410
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets08208
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets08333
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0HERSHEL HERBST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1MIRIAM HERBST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10210 ACRES ROAD - PO BOX 853
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11210 ACRES ROAD - PO BOX 853
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0MONROE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1MONROE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0109500853
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode1109500853
IRS990PF/QualifyingDistributions/ExpensesAndContributions00
IRS990PF/QualifyingDistributions/QualifyingDistributions00
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0HENRY G HERBST
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02123023400
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10210 ACRES ROAD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0MONROE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0109500853
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0NO RESTRICTIONS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0HERSHEL HERBST
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber02123023400
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10210 ACRES ROAD - PO BOX 853
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0MONROE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode0109500853
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NO RESTRICTIONS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NO RESTRICTIONS
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0410
IRS990PF/UndistributedIncome/UndistributedIncomeCY0410
IRS990ScheduleB/ContributorInfo/AggregateContributions0100000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10PO BOX 606
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0MONTICELLO
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0NY
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0127010606
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0TIFFANY MOORE
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0271324245
ReturnHeader/Filer/Name/BusinessNameLine10HERSHEL AND MIRIAM HERBST
ReturnHeader/Filer/Name/BusinessNameLine20CHARITABLE TRUST
ReturnHeader/Filer/NameControl0HERS
ReturnHeader/Filer/Phone02123023400
ReturnHeader/Filer/USAddress/AddressLine10210 ACRES ROAD - PO BOX 853
ReturnHeader/Filer/USAddress/City0MONROE
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode0109500853
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02012-11-21
ReturnHeader/Officer/Name0HENRY G HERBST
ReturnHeader/Officer/Phone02123023400
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-12-10
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WEISS & COMPANY LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1022 WEST 38TH STREET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0NEW YORK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0100186269
ReturnHeader/Preparer/Name0ABRAHAM WEISS
ReturnHeader/Preparer/Phone02123023400
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-12-17T14:05:45-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$100,100
Liabilities
$0
Net assets
$100,100
Revenue
-
Expenses
$0
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.9$0.06$14.9$1.75$0.62$1.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.8$0.06$13.7$1.04$0.20$0.84
2022Detailed filing. Detailed filing data is available for this year.$12.9$0.06$12.9$0.12$0.47$0.35
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.3$0.06$13.2$4.62$0.19$4.43
2020Detailed filing. Detailed filing data is available for this year.$8.86$0.06$8.80$3.34$0.80$2.55
2019Detailed filing. Detailed filing data is available for this year.$6.31$0.06$6.26$0.16$0.24$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.33$0.00$6.33$2.29$0.31$1.98
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.35$0.00$4.35$2.41$0.16$2.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.10$0.00$2.10$0.78$0.00$0.78
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.88$0.00$2.88$0.00$0.06$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$1.35$0.74$0.61
2013Detailed filing. Detailed filing data is available for this year.$2.93$0.61$2.33$4.05$1.91$2.14
2012Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.67
2011Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00