Civic Intelligence

Hershel and Miriam Herbst Charitable Trust

990PF • Fiscal year 2016 • EIN 27-1324245

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

Organization Profile
210 Acres Road - PO Box 853Monroe, NY 10950-0853

(212) 302-3400

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.00x

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

2016 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

96th percentile

100%

Higher net margin than 96% of similar nonprofits.

2016 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

2016 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2016

Asset Growth

4th percentile

-27%

Faster asset growth than 4% of similar nonprofits.

2016 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

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

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$2,100,852

Down $779,085 (-27%) from 2015

Net Assets

Down

$2,100,852

Down $779,085 (-27%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

Down

-$778,974

Down $780,464 (-52380%) from 2015

Expenses

Down

$111

Down $62,678 (-100%) from 2015

Net Income

Down

-$779,085

Down $717,786 (-1171%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth4th 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

2016

Assets$2,100,852
Liabilities$0
Net Assets$2,100,852
Open 2016 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

2016

Revenue-$778,974
Expenses$111
Net Income-$779,085
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

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

Filer

Filer Name
Hershel and Miriam Herbst
EIN
27-1324245
Phone
2123023400
Address
210 ACRES ROAD - PO BOX 853, MONROE, NY 10950-0853

Signing Officer

Name
Hershel Herbst
Title
Trustee
Phone
2123023400
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Weiss & Company Llp
Address
18 EAST 41ST STREET, NEW YORK, NY 10017-6270
Preparer
Abraham Weiss
Phone
2123023400
Raw XML Appendix275 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/UndistributedIncomeGrp/AppliedToCurrentYearAmt0111
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0109347
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0109236
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0681684
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01885878
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0620603
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0109236
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03078929
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0681684
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01885878
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0511367
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0111
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03078929
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03188165
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0HENRY AND MIRIAM HERBST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0210 ACRES ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2Txt0PO BOX 853
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MONROE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0109500853
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0111
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0111
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0111
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HERSHEL HERBST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02123023400
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERSHEL AND MIRIAM HERBST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HERS
ReturnHeader/Filer/EIN0271324245
ReturnHeader/Filer/PhoneNum02123023400
ReturnHeader/Filer/USAddress/AddressLine1Txt0210 ACRES ROAD - PO BOX 853
ReturnHeader/Filer/USAddress/CityNm0MONROE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0109500853
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AD8F8E61B96E06714140881D02F8B8317C19DC3D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AD8F8E61B96E06714140881D02F8B8317C19DC3D
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133747570
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEISS & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018 EAST 41ST STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100176270
ReturnHeader/PreparerPersonGrp/PhoneNum02123023400
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ABRAHAM WEISS
ReturnHeader/ReturnTs02017-11-14T17:40:48-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,100,852
Liabilities
$0
Net assets
$2,100,852
Revenue
-$778,974
Expenses
$111
Net income
-$779,085
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
2016Detailed filing. Detailed filing data is available for this year.$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