Civic Intelligence

Fannie and John Hertz Foundation

990 • Fiscal year 2016 • EIN 36-2411723

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 11, 2016

Organization ProfileWWW.HERTZFOUNDATION.ORG
2300 First Street No 250Livermore, CA 94550

(925) 373-1642

Siviq Scores

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

Liabilities / Assets

34th percentile

0.10x

Higher debt load relative to assets than 34% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.33x

Higher debt load relative to revenue than 57% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

90th percentile

41%

Higher net margin than 90% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

38th percentile

$143,210

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

73rd percentile

9.0%

Faster asset growth than 73% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

96th percentile

155%

Faster revenue growth than 96% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$21,190,991

Up $1,754,210 (+9.0%) from 2015

Net Assets

Up

$19,037,463

Up $2,067,647 (+12%) from 2015

Liabilities

Down

$2,153,528

Down $313,437 (-13%) from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin90th percentile

Revenue

Up

$6,552,364

Up $3,985,053 (+155%) from 2015

Expenses

Down

$3,852,634

Down $286,182 (-6.9%) from 2015

Net Income

Up

$2,699,730

Up $4,271,235 (+272%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$60M$40M$20M$0Assets 2011: $21,849,972Liabilities 2011: $2,087,915Net Assets 2011: $19,762,0572011Assets 2012: $20,694,567Liabilities 2012: $1,939,126Net Assets 2012: $18,755,4412012Assets 2013: $19,674,796Liabilities 2013: $1,914,693Net Assets 2013: $17,760,1032013Assets 2014: $21,630,420Liabilities 2014: $2,292,063Net Assets 2014: $19,338,3572014Assets 2015: $19,436,781Liabilities 2015: $2,466,965Net Assets 2015: $16,969,8162015Assets 2016: $21,190,991Liabilities 2016: $2,153,528Net Assets 2016: $19,037,4632016Assets 2017: $21,540,670Liabilities 2017: $2,211,223Net Assets 2017: $19,329,4472017Assets 2018: $22,694,391Liabilities 2018: $2,020,500Net Assets 2018: $20,673,8912018Assets 2019: $24,466,943Liabilities 2019: $1,737,763Net Assets 2019: $22,729,1802019Assets 2020: $24,883,206Liabilities 2020: $2,234,507Net Assets 2020: $22,648,6992020Assets 2021: $29,213,810Liabilities 2021: $2,631,324Net Assets 2021: $26,582,4862021Assets 2022: $31,929,987Liabilities 2022: $2,010,575Net Assets 2022: $29,919,4122022Assets 2023: $35,725,069Liabilities 2023: $2,693,062Net Assets 2023: $33,032,0072023Assets 2024: $41,147,276Liabilities 2024: $3,008,152Net Assets 2024: $38,139,1242024Assets 2025: $48,593,851Liabilities 2025: $2,877,841Net Assets 2025: $45,716,0102025

Highlighted filing

2016

Assets$21,190,991
Liabilities$2,153,528
Net Assets$19,037,463
Open 2016 Filing

Operations Trend

Revenue Growth96th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2011: $3,761,3832011Expenses 2012: $3,444,1392012Expenses 2013: $3,376,1472013Revenue 2014: $3,984,010Expenses 2014: $4,116,973Net Income 2014: -$132,9632014Revenue 2015: $2,567,311Expenses 2015: $4,138,816Net Income 2015: -$1,571,5052015Revenue 2016: $6,552,364Expenses 2016: $3,852,634Net Income 2016: $2,699,7302016Revenue 2017: $4,145,164Expenses 2017: $4,494,891Net Income 2017: -$349,7272017Revenue 2018: $5,055,682Expenses 2018: $4,364,123Net Income 2018: $691,5592018Revenue 2019: $6,110,538Expenses 2019: $4,279,526Net Income 2019: $1,831,0122019Revenue 2020: $4,632,095Expenses 2020: $4,823,075Net Income 2020: -$190,9802020Revenue 2021: $5,373,923Expenses 2021: $4,480,000Net Income 2021: $893,9232021Revenue 2022: $16,499,886Expenses 2022: $4,268,923Net Income 2022: $12,230,9632022Revenue 2023: $6,676,798Expenses 2023: $5,632,037Net Income 2023: $1,044,7612023Revenue 2024: $8,364,011Expenses 2024: $6,947,930Net Income 2024: $1,416,0812024Revenue 2025: $12,220,559Expenses 2025: $7,500,495Net Income 2025: $4,720,0642025

Highlighted filing

2016

Revenue$6,552,364
Expenses$3,852,634
Net Income$2,699,730
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 11, 2016
Return Version
2015v2.1
Gross Receipts
$14,257,918
Mission and Program Overview

Mission

The hertz foundation provides unique financial and fellowship support to the nation's most remarkable phd students in the physical, biological and engineering sciences. Our goal is to enhance the freedom and ability of these students to make important new innovations that strengthen the nation and improve the human condition. Offering a fellowship valued at up to $250,000 with five-year tenure, the foundation has supported some 1,169 fellows, two of whom have won nobel prizes and over 30 of whom are members of the national academy of sciences or the national academy of engineering. At present, half of the in-school fellows conduct research in the biosciences and 10% are in md/phd programs. In addition to academic support, the foundation offers, with support from alumni fellows and corporate sponsors, unique extra-academic retreats, symposia, workshops, and internship opportunities. Hertz fellowships are among the most prestigious in the world.

To identify, support and mentor the top us phd students in science, math and engineering

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$17,729,034$15,525,050▼ $2,203,984
Pledges and Grants Receivable$1,153,718$4,581,222▲ $3,427,504
Cash and Non-Interest-Bearing Accounts$490,195$801,525▲ $311,330
Prepaid Expenses and Deferred Charges$15,668$140,155▲ $124,487
Receivables From Officers Etc-$100,000-
Savings and Temporary Cash Investments$45,228$40,101▼ $5,127
Total Assets$19,436,781$21,190,991▲ $1,754,210
Other Assets Total$2,938$2,938→ $0
Liabilities
Grants Payable$2,396,500$2,046,790▼ $349,710
Accounts Payable and Accrued Expenses$70,465$100,038▲ $29,573
Deferred Revenue-$6,700-
Total Liabilities$2,466,965$2,153,528▼ $313,437
Net Assets / Fund Balance
Temporarily Rstr Net Assets$6,177,888$9,520,005▲ $3,342,117
Unrestricted Net Assets$10,791,928$9,517,458▼ $1,274,470
Total Net Assets Fund Balance$16,969,816$19,037,463▲ $2,067,647
Total Liabilities and Net Assets / Fund Balance$19,436,781$21,190,991▲ $1,754,210

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$4,099,170$10,500▲ $47,973-$4,043,782
2014$4,106,217-▲ $99,073-$4,099,170
2013$3,733,446-▲ $491,701-$4,106,217
2012$3,581,824-▲ $308,459-$3,733,446
2011$3,696,831-▲ $47,552-$3,581,824
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda Barozzi-kubiakCFO to 1/31/16FT$124,530$18,680$143,210
Katherine YoungCOOFT$123,234$18,485$141,719
Robbee Baker KosakPresidentFT$112,949$16,942$129,891
Thomas a WeaverSENIOR FELLOWSHIP INTERVIEWerPT$78,071$11,711$89,782
jay davisformer presidentPT$54,531$8,180$62,711

Board Members and Trustees

NameTitle
M Michael AnsourVice President
Bob BorchersDirector
Carla NewmanDirector
Daniel GoodmanDirector
Harold J NewmanDirector
Kimberly S BusilDirector
Lily KimDirector
Paul M YoungDirector
Richard B MilesDirector
Roger FalconeDirector
Charles WingardCFO Starting 4/13/16
David GalasChariman
Stephen FantoneSecretary
Paul DelucaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,737,691
Program Service Revenue
$0
Investment Income
$814,673
Other Revenue
$0
All Other Contributions
$5,737,691
Change in Net Assets
$2,699,730

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,481,632
Revenue Not Reported on Financial Statements
$70,732
Revenue Not Reported on Form 990
$-624,867
Total Revenue per Audited Statements
$5,856,765
Total Revenue per Form 990
$6,552,364
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,957,801
Other Expenses$963,815
Salaries, Compensation, and Employee Benefits$931,018
Total Fundraising Expense$331,891
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,957,801--$1,957,801
Current Officers, Directors, Trustees, and Key Employees$383,402$66,679$66,437$516,518
Travel$133,046$30,263$43,329$206,638
Other Salaries and Wages$48,992$58,827$70,160$177,979
Fees for Services Other$61,796$66,843$43,022$171,661
Conferences and Meetings$122,552$6,178$5,137$133,867
Occupancy$71,562$22,484$23,965$118,011
Pension Plan Contributions$62,790$19,436$20,211$102,437
Other Employee Benefits$14,376$57,651$5,644$77,671
Fees for Services Accounting-$70,816-$70,816
Fees for Service Investment Mgmnt Fees-$70,732-$70,732
Office Expenses$31,787$10,101$28,697$70,585
Payroll Taxes$35,226$10,420$10,767$56,413
Fees for Services Legal-$26,714$12,943$39,657
Advertising$4,352$3,863$1,525$9,740
Insurance-$8,556-$8,556
Information Technology$1,806$2,811$54$4,671
Other Expenses$51,575$3,500-$3,500
Total Functional Expenses$2,981,063$539,680$331,891$3,852,634

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,852,634
Total Expenses per Audited Statements$3,789,118
Expenses per Audited Statements$3,781,902
Expenses Not Reported on Financial Statements$70,732
Expenses Not Reported on Form 990$7,216
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees-$100,000-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

“The draft of the form 990 was e-mailed to each director for comments this year as was the case last year. Each director received a final copy of the form 990 by e-mail. The form 990 is posted on the foundation's website, www.hertzfoundation.org.”

Form 990, Part VI, Section B, line 12C

“Each director, officer, and employee of tthe foundation shall sign an annual disclosure statement affirming that the person has recieved a copy of the conflict of interest policy, has read and understood the policy, has agreed to comply with the policy, and discloses any direct or indirect affiliations. All annual disclosure statements are submitted to the president of the foundation prior to the first meeting of the board of directors in the following year. This process was undertaken in march 2015 and continues to this day.”

Form 990, Part VI, Section B, line 15

“Compensation of the president, cao, cfo, and all other staff is determined through the use of benchmarking and review of a salary survey of equivalent positions in similar non-profit organizations in northern california. The president prepares an annual salary recommendation based on this data and comparison of both job content and salary levels. This recommendation is reviewed and approved by the finance committee. This process was last undertaken in april 2016.”

Form 990, Part VI, Section C, line 19

“The foundation irs form 990 and the independent audit report and financial statements are published on its website at www.hertzfoundation.org. The governing documents and conflict of interest policy are distributed to the board members and employees. They are not ordinarily made available to the public, but, if requested, will be provided at management's discretion.”

Filing and Contact Details

Filer

Filer Name
Fannie and John Hertz Foundation
EIN
36-2411723
Phone
9253731642
Address
2300 First Street No 250, Livermore, CA 94550

Signing Officer

Name
Robbee Baker Kosak
Title
President
Phone
9253731642
Signed
2016-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robbee Baker Kosak
Formed
1945
Legal Domicile
Il
Voting Board Members
15
Independent Board Members
13
Employees
11
Volunteers
24

Preparer

Firm
Robert Lee and Associates LLP
Address
999 W Taylor Street Suite A, San Jose, CA 95126
Preparer
Scott R Smead
Phone
4088556770
Supplemental Narrative

Additional Explanations

Form 990, Part X, Line 27 and 28:

“Beginning unrestricted and temporarily restricted net assets have been restated with a net change of zero. Total net assets agrees to the 6/30/15 tax return.”

Form 990, Part XII, Line 2C:

“The process has not changed from the prior year”

Financial Statement Notes

Part X, Line 2:

“The Foundation evaluates its uncertain tax positions and will recognize a loss contingency when it is probable that a liability has been incurred as of the date of the financial statements and the amount of the loss can be reasonable estimated. The amount recognized is subject to estimate and management judgment with respect to the likely outcome of each uncertain tax position. The amount that is ultimately sustained for an individual uncertain tax position for all uncertain tax positions in the aggregate could differ from the amount recognized. As of June 30, 2016 management did not identify any uncertain tax positions.”

Form 990, Schedule D, Part V:

“Prior years have been added which has resulted in a restatement of 6/30/15 net assets at the Form 990, Part X, Line 27 and 28.”

Raw XML AppendixShowing 400 of 642 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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IRS990/Desc0THE LARGEST ANNUAL EXPENSE IS ON THE ON THE CORE MISSIONTUITION & STIPEND- AND TOTALS $1,957,801. THIS PAST YEAR, THESE FUNDS SUPPORTED 70 OF THE COUNTRY'S TOP PHD CANDIDATES IN STEM. EACH FELLOW RECEIVES UP TO $38,000 / 9-MONTH STIPEND SUPPORT AND FULL TUITION EQUIVALENT WHICH IS RENEWABLE FOR UP TO FIVE YEARS UPON COMPLETION OF THE PHD. THE TOTAL VALUE OF EACH FELLOWSHIP IS $250,000.IN THE 2008-09 RECESSION, THE FOUNDATION'S ENDOWMENT LOST ALMOST 35% OF ITS VALUE. YET, TO HAVE THE GREATEST IMAPCT POSSIBLE, THE BOARD CONTINUED ITS LONG HISTORY OF DISTRIBUTING MORE THAN THE PRIVATE FOUNDATION REQUIREMENT OF 5% ANNUALLY TO AWARD AS MANY FELLOWSHIPS AS POSSIBLE. IN ORDER TO RECOUP THOSE LOSSES AND ENSURE THE STRENGTH OF THE FOUNDATION FOR YEARS TO COME, THE IRS HAS APPROVED THE CHANGE IN STATUS FROM A PRIVATE FOUNDATION TO THAT OF PUBLIC CHARITY, ALLOWING FOR FUNDRAISING FROM DONORS OUTSIDE OF THE HERTZ FAMILY. HERTZ IS NOW BUILDING A STRONG FUNDRAISNG PROGRAM WITH THE GOAL TO BUILD FINANCIAL RESOURCES TO THE LEVEL TO AFFORD FUNDING ALL APPLICANTS DEEMED WORTHY OF A HERTZ FELLOWSHIP EACH YEAR. LAST YEAR, THE FOUNDATION RAISED A RECORD $2.3 MILLION IN CASH, SECURED GIFTS AND PLEDGES OF ALMOST $8 MILLION AND SAW, FOR THE FIFTH YEAR IN A ROW, GIFTS FROM OVER 25% OF THE FELLOWS.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt188180
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID GALAS
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBBEE BAKER KOSAK
IRS990/Form990PartVIISectionAGrp/PersonNm2M MICHAEL ANSOUR
IRS990/Form990PartVIISectionAGrp/PersonNm3PAUL DELUCA
IRS990/Form990PartVIISectionAGrp/PersonNm4STEPHEN FANTONE
IRS990/Form990PartVIISectionAGrp/PersonNm5THOMAS A WEAVER
IRS990/Form990PartVIISectionAGrp/PersonNm6BOB BORCHERS
IRS990/Form990PartVIISectionAGrp/PersonNm7KIMBERLY S BUSIL
IRS990/Form990PartVIISectionAGrp/PersonNm8ROGER FALCONE
IRS990/Form990PartVIISectionAGrp/PersonNm9DANIEL GOODMAN
IRS990/Form990PartVIISectionAGrp/PersonNm10LILY KIM
IRS990/Form990PartVIISectionAGrp/PersonNm11RICHARD B MILES
IRS990/Form990PartVIISectionAGrp/PersonNm12CARLA NEWMAN
IRS990/Form990PartVIISectionAGrp/PersonNm13HAROLD J NEWMAN
IRS990/Form990PartVIISectionAGrp/PersonNm14PAUL M YOUNG
IRS990/Form990PartVIISectionAGrp/PersonNm15CHARLES WINGARD
IRS990/Form990PartVIISectionAGrp/PersonNm16KATHERINE YOUNG
IRS990/Form990PartVIISectionAGrp/PersonNm17LINDA BAROZZI-KUBIAK
IRS990/Form990PartVIISectionAGrp/PersonNm18jay davis
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHARIMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5SENIOR FELLOWSHIP INTERVIEWer
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15CFO STARTING 4/13/16
IRS990/Form990PartVIISectionAGrp/TitleTxt16COO
IRS990/Form990PartVIISectionAGrp/TitleTxt17CFO TO 1/31/16
IRS990/Form990PartVIISectionAGrp/TitleTxt18former president
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IRS990/MissionDesc0FOUNDATION RUNS THE MOST SELECTIVE AND COMPETITIVE PHD FELLOWSHIP PROGRAM IN THE US DEDICATED TO THE SCIENCES, ENGINEERING AND MATHEMATICS. RECIPIENTS ARE REGULARLY RECOGNIZED AS SOME OF THE MOST ACCOMPLISHED IN THE WORLD; THEY INCLUDE 2 NOBEL LAUREATES, 3 BREAKTHROUGH PRIZE WINNERS, A TURING AWARD WINNER, A FIELD'S MEDALIST, 2 MACARTHUR "GENIUS" AWARDS AND MORE THAN 40 MEMBERS OF THE NATIONAL ACADEMIES
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IRS990/OfficeExpensesGrp/FundraisingAmt028697
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IRS990/OfficeExpensesGrp/TotalAmt070585
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IRS990/Organization501c3Ind0X
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IRS990/OtherExpensesGrp/TotalAmt13806
IRS990/OtherExpensesGrp/TotalAmt23500
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IRS990/PayrollTaxesGrp/TotalAmt056413
IRS990/PensionPlanContributionsGrp/FundraisingAmt020211
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt019436
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt062790
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IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01153718
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IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THESE EXPENSES CONSIST OF THE COSTS TO ADMINISTER THE FELLOWSHIP PROCESS. THE PROGRAM BEGINS WITH THE SELECTION PROCESS EACH FALL. APPROXIMATELY 800 FELLOWSHIP APPLICATIONS ARE REVIEWED BY MEMBERS OF THE SCIENTIFIC SELECTION COMMITTEE. AFTER EACH APPLICATION IS REVIEWED, APPROXIMATELY 120 OF THE 800 CANDIDATES ARE SELECTED FOR A FIRST INTERVIEW; EACH CANDIDATE IS INTERVIEWED BY TWO OF 38 INTERVIEWERS. OF THE 120 INITIAL CANDIDATES, 40 CANDIDATES ARE SELECTED FOR A SUBSEQUENT IN PERSON INTERVIEW BY TWO ADDITIONAL LEADERS IN SCIENCE AND TECHNOLOGY. THE GOAL OF THE SECOND INTERVIEW IS TO ENSURE THAT THE CANDIDATE HAS THE KNOWLEDGE, TECHNICAL INTUITION AND INTELLECTUAL BOLDNESS TO DEFINE, ENGAGE IN AND SOLVE DIFFICULT PROBLEMS - WORK THROUGHOUT THEIR CAREERS THAT WILL LIKELY LEAD TO IMPORTANT DISCOVERIES. INTERVIEWERS THEN RANK THESE FINALISTS IN ORDER OF PERCEIVED MERIT. THE BOARD EVALUATES THESE RECOMMENDATIONS AND AWARDS FELLOWSHIPS AS FOUNDATION RESOURCES ALLOW. THE KEY QUESTION IS "WHO WILL MAKE THE GREATEST POSITIVE IMPACT ON THE HUMAN CONDITION IN THE NEXT HALF-CENTURY?" ONCE IN SCHOOL, EACH FELLOW IS MENTORED WITH AN EYE TOWARD RESEARCH PROGRESS, INTERESTS, AND ISSUES CONFRONTED IN THE GRADUATE EXPERIENCE. TWICE A YEAR, EVERY FELLOW AND THEIR PRIMART ADVISOR WRITES A REPORT THAT IS USED TO ASSESS PROGRESS TOWARD SUCCESSFUL COMPLETION OF THE FELLOWS' DOCTORAL PROGRAM.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0545363
IRS990/ProgSrvcAccomActy3Grp/Desc0THESE COSTS CONSIST OF PROGRAMS FOR THE COMMUNITY OF FELLOWS- 70 IN-SCHOOL FELLOWS AND APPROX 1,200 ALUMNI FELLOWS. OPPORTUNITIES INCLUDED THE ANNUAL SUMMER SCIENTIFIC WORKSHOP; MONTHLY UPDATES ON RESEARCH DISCOVERIES OF FELLOWS; REGIONAL GATHERING WITH A TOP SCIENCE/TECHNOLOGY LEADER AS SPEAKER; AND TWO RETREATS AND A SUMMER WORKSHOP FOR THE 70 IN-SCHOOL FELLOWS. IN THE PAST DECADE, THE FOUNDATION HAS SUPPORTED MENTORING ACTIVITIESTO BUILD THE FELLOWS INTO A COMMUNITY TO SPAWN RESEARCH COLLLABORATIONS AND SHARE NEW TECHNIQUES AND DISCOVERIES. EACH AUTUMN, THE FELLOWS ORGANIZE A WEEKEND RETREAT ON EACH COAST TO DISCUSS THEIR INDIVIDUAL PROJECTS, IDENTIFY MUTUAL RESEARCH INTERESTS, AND TO HEAR ALUMNI FELLOWS AND OTHER INVITED SPEAKERS DISCUSS CAREER PATHS AND OPPORTUNITIES. FELLOWS ARE ELIGIBLE FOR THREE PRIZES. FELLOWS SUBMIT THEIR THESIS TO THE FOUNDATION AND THE PRIZE COMMITTEE RECOMMENDS CANDIDATES FOR THE HERTZ THESIS PRIZE. IN ADDITION, ALL IN-SCHOOL AND RECENT GRADUATES ARE ELIGIBLE FOR THE PETER STRAUSS AWARD FOR EXECPTIONAL LEADERSHIP IN ENTREPRENURIAL ENDEAVORS. RECOGNIZING THE ENTREPRENEURIAL PROMISE OF THE WORK OF MANY YOUNG HERTZ FELLOWS, THE NEWMAN ENTREPRENURIAL INITIATIVE FUND WAS ESTABLISHED BY A PRIVATE DONOR TO PROVIDE SEED FUNDING-- UP TO $25,000 - ESPECIALLY IN SUPPORT OF PROJECTS IN WHICH 2 OR MORE FELLOWS WERE COLLABORATING. THERE IS ALSO A HERTZ SPECIAL ACHIEVEMENT AWARD FOR EXCEPTIONAL SCIENTIFIC CONTRIBUTIONS. THE FOUNDATION REGULARLY UPDATES FELLOWS ON ONE ANOTHER'S WORK-RESEARCH THE FOUNDATION HAS HELD FOUR-DAY SUMMER WORKSHOPS TO PROVIDE THE ALL FELLOWS MORE TIME TO DISCOVER EACH OTHERS' INTERESTS, TO BUILD COLLABORATIONS, AND FOR MORE LENGTHY INTERACTIONS WITH LEADERS IN RESEARCH FIELDS OF THEIR INTERESTS. THE RETREATS, WORKSHIPS AND LOCAL EVENTS NEAR UNIVERSITIES ARE HEAVILY SUPPORTED FINANCIALLY BY GIFTS FROM ALUMNI FELLOWS. OCCASIONAL REPORTS FROM OTHER U.S. LEADERS IN SCIENCE AND TECHNOLOGY ARE ALSO PROVIDED. THIS IS DONE THROUGH A VARIETY OF COMMUNICATION TOOLS: MONTHLY E- NEWSLETTERS, SOCIAL MEDIA, FORMAL PRESENTATIONS, ANNUAL BROCHURES AND FINANCIAL REPORTS
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IRS990/PYTotalRevenueAmt02567311
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0763485
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02292377
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0763485
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Filings

Displayed year

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

Open filing
Assets
$21,190,991
Liabilities
$2,153,528
Net assets
$19,037,463
Revenue
$6,552,364
Expenses
$3,852,634
Net income
$2,699,730
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.6$2.88$45.7$12.2$7.50$4.72
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.1$3.01$38.1$8.36$6.95$1.42
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.7$2.69$33.0$6.68$5.63$1.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.9$2.01$29.9$16.5$4.27$12.2
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.2$2.63$26.6$5.37$4.48$0.89
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.9$2.23$22.6$4.63$4.82$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.5$1.74$22.7$6.11$4.28$1.83
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.7$2.02$20.7$5.06$4.36$0.69
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.5$2.21$19.3$4.15$4.49$0.35
2016Detailed filing. Detailed filing data is available for this year.$21.2$2.15$19.0$6.55$3.85$2.70
2015Detailed filing. Detailed filing data is available for this year.$19.4$2.47$17.0$2.57$4.14$1.57
2014Detailed filing. Detailed filing data is available for this year.$21.6$2.29$19.3$3.98$4.12$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.7$1.91$17.8$3.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.7$1.94$18.8$3.44
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.8$2.09$19.8$3.76
Peer Organizations

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