Civic Intelligence

Hershel and Miriam Herbst Charitable Trust

990PF • Fiscal year 2017 • EIN 27-1324245

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

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

81st percentile

0.00x

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

2017 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

81st percentile

0.00x

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

2017 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2017

Net Margin

94th percentile

93%

Higher net margin than 94% of similar nonprofits.

2017 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2017 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2017

Asset Growth

95th percentile

107%

Faster asset growth than 95% of similar nonprofits.

2017 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

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

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$4,349,876

Up $2,249,024 (+107%) from 2016

Net Assets

Up

$4,349,876

Up $2,249,024 (+107%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin94th percentile

Revenue

Up

$2,408,525

Up $3,187,499 (+409%) from 2016

Expenses

Up

$159,501

Up $159,390 (+143595%) from 2016

Net Income

Up

$2,249,024

Up $3,028,109 (+389%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth95th 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

2017

Assets$4,349,876
Liabilities$0
Net Assets$4,349,876
Open 2017 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

2017

Revenue$2,408,525
Expenses$159,501
Net Income$2,249,024
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay82nd 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
2018-11-14
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 Appendix347 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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02123023400
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MONROE
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0109500853
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0HENRY AND MIRIAM HERBST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0132000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21800
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1RELIGIOUS & CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2RELIGIOUS & CHARITABLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CONGREGATION YETEV LEV DSATMAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MISCELLANEOUS ORGANIZED CHARITIES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0543 BEDFORD AVE - STE 113
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 110506
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2210 ACRES ROAD-PO BOX 853
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BROOKLYN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BROOKLYN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MONROE
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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/AppliedToCurrentYearAmt0121902
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0121902
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0681684
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01885878
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0511367
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0511367
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02605161
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt037599
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0681684
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01885878
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0159501
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt037599
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03116528
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03078929
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/TotalContributionsAmt01153136
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt057
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt057
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt057
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt057
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0394
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1250
TaxesSchedule/TaxesDetail/Amt0394
TaxesSchedule/TaxesDetail/Amt1250
TaxesSchedule/TaxesDetail/CategoryTxt0UNITED STATES TREASURY
TaxesSchedule/TaxesDetail/CategoryTxt1NYS DEPT OF LAW
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0394
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1250
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0394
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1250
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HERSHEL HERBST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02123023400
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
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/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.125.23.82
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:26:39
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/PreparationDt02018-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ABRAHAM WEISS
ReturnHeader/ReturnTs02018-11-14T14:26:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,349,876
Liabilities
$0
Net assets
$4,349,876
Revenue
$2,408,525
Expenses
$159,501
Net income
$2,249,024
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
2017Detailed filing. Detailed filing data is available for this year.$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