Civic Intelligence

The Herzer Foundation

EIN 46-2720679 • 501(c)3 • Woodland Hills, CA

Profile

Providing financial support for prevention of childhood diseases, child abuse and artistic development of children and to other 501(c)(3) tax-exempt organizations that carry out similar programs.

6300 Canoga Avenue 1500WWoodland Hills, CA 91367

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

44th percentile

0.05x

Higher debt load relative to revenue than 44% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

1st percentile

-2278%

Higher net margin than 1% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

11th percentile

-17%

Faster asset growth than 11% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

2nd percentile

-76%

Faster revenue growth than 2% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$2,173,340

Down $453,424 (-17%) from 2021

Liabilities

Down

$1,000

Down $40 (-3.8%) from 2021

Net Assets

Down

$2,172,340

Down $453,384 (-17%) from 2021

Revenue

Down

$19,966

Down $63,016 (-76%) from 2021

Expenses

Up

$474,824

Up $78,162 (+20%) from 2021

Net Income

Down

-$454,858

Down $141,178 (-45%) from 2021

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2014: $5,940,208Liabilities 2014: $0Net Assets 2014: $5,940,2082014Assets 2015: $5,351,033Liabilities 2015: $0Net Assets 2015: $5,351,0332015Assets 2016: $4,667,336Liabilities 2016: $0Net Assets 2016: $4,667,3362016Assets 2017: $4,278,468Liabilities 2017: $313Net Assets 2017: $4,278,1552017Assets 2018: $3,567,065Liabilities 2018: $294Net Assets 2018: $3,566,7712018Assets 2019: $3,287,226Liabilities 2019: $2,540Net Assets 2019: $3,284,6862019Assets 2020: $3,040,665Liabilities 2020: $26,000Net Assets 2020: $3,014,6652020Assets 2021: $2,626,764Liabilities 2021: $1,040Net Assets 2021: $2,625,7242021Assets 2022: $2,173,340Liabilities 2022: $1,000Net Assets 2022: $2,172,3402022

Highlighted filing

2022

Assets$2,173,340
Liabilities$1,000
Net Assets$2,172,340

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $6,000,000Expenses 2014: $60,127Net Income 2014: $5,939,8732014Revenue 2015: $0Expenses 2015: $589,175Net Income 2015: -$589,1752015Revenue 2016: $0Expenses 2016: $683,697Net Income 2016: -$683,6972016Revenue 2017: $7Expenses 2017: $407,712Net Income 2017: -$407,7052017Revenue 2018: -$13,721Expenses 2018: $601,662Net Income 2018: -$615,3832018Revenue 2019: -$3,847Expenses 2019: $300,538Net Income 2019: -$304,3852019Revenue 2020: -$1,742Expenses 2020: $394,705Net Income 2020: -$396,4472020Revenue 2021: $82,982Expenses 2021: $396,662Net Income 2021: -$313,6802021Revenue 2022: $19,966Expenses 2022: $474,824Net Income 2022: -$454,8582022

Highlighted filing

2022

Revenue$19,966
Expenses$474,824
Net Income-$454,858

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$37,480
Mission and Program Overview

Mission

Providing financial support for prevention of childhood diseases, child abuse and artistic development of children and to other 501(c)(3) tax-exempt organizations that carry out similar programs.

Providing financial support for prevention of childhood diseases, child abuse, and artistic development for children.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,555,764$1,110,340▼ $445,424
Land, Buildings, and Equipment, Net$1,071,000$1,063,000▼ $8,000
Total Assets$2,626,764$2,173,340▼ $453,424
Liabilities
Other Liabilities$1,040$1,000▼ $40
Total Liabilities$1,040$1,000▼ $40
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,625,724$2,172,340▼ $453,384
Total Net Assets Fund Balance$2,625,724$2,172,340▼ $453,384
Total Liabilities and Net Assets / Fund Balance$2,626,764$2,173,340▼ $453,424

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$183,000$37,000-
Land$880,000--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Manuela HerzerDirector/president
Christina ChamchoumDirector
Kathrine HerzerDirector
Bryan ChamchoumDirector/treasurer/secreta
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$13,480
Other Revenue
$6,486
Change in Net Assets
$-454,858
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$389,402
Salaries, Compensation, and Employee Benefits$64,744
Other Expenses$20,678
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$389,402--$389,402
Other Salaries and Wages-$60,000-$60,000
Fees for Services Accounting-$8,000-$8,000
Payroll Taxes-$4,744-$4,744
Insurance-$3,996-$3,996
Other Expenses-$840-$840
All Other Expenses-$638-$638
Office Expenses-$106-$106
Total Functional Expenses$389,402$85,422$0$474,824
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hammer MuseumLos Angeles, CA501(c)(3)The Promise of Art and Ideas to Illuminate Our Lives and Build a More Just W$207,252
The Brent Shapiro FoundationLos Angeles, CA501(c)(3)To Promote Education and Awareness for the Disease of Chemical Dependence.$100,000
LacmaLos Angeles, CA501(c)(3)Serve the Public Through the Collections and Exhibition Into Meaningful Experiences for Audiences.$60,250
Tower Cancer Research FoundationBeverly Hills, CA501(c)(3)To Fund Basic Scientific Research to Uncover the Mechanisms by Which Cancer Develops and Spreads, Creating a Path to Effectively Treating and Preventing the Disease.$9,900
A Sense of HomeHawthorne, CA501(c)(3)TO CREATE HOMES FOR FOSTER YOUTH WHO'VE AGED OUT OF THE FOSTER CARE SYSTEM.$6,000
Children Mending HeartsToluca Lake, CA501(c)(3)Work to Combating Bullying and Intolerance by Inspiring Empathy in Children.$5,000
Visionary WomenBeverly Hills, CA501(c)(3)Focused on Engaging Conversations With Innovative Leaders and Funding High Impact Initiatives for Women and Girls.$1,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposit$1,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

The foundation's president is the parent of the other board members.

Form 990, Part VI, Section B, Line 11B

The president and treasurer are authorized to review all government filings on behalf of the foundation.

Form 990, Part VI, Section C, Line 19

As of december 31, 2017, the foundation did not make its governing documents and policies available to the public.

Filing and Contact Details

Filer

Filer Name
The Herzer Foundation
EIN
46-2720679
Phone
8185321020
Address
6300 CANOGA AVENUE 1500W, WOODLAND HILLS, CA 91367
Doing Business As
Na

Signing Officer

Name
Manuela Herzer
Title
President
Phone
8185321020
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Manuela Herzer
Formed
2013
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
0
Employees
1
Volunteers
0

Preparer

Firm
Grobstein Teeple Llp
Address
23832 ROCKFIELD BLVD STE 245, LAKE FOREST, CA 92630
Preparer
Kermith Boffill
Phone
8185321020
Supplemental Narrative

Financial Statement Notes

Part X, Line 2

American express credit card held by the foundation.

Raw XML AppendixShowing 400 of 403 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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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0THE PROMISE OF ART AND IDEAS TO ILLUMINATE OUR LIVES AND BUILD A MORE JUST W
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1WORK TO COMBATING BULLYING AND INTOLERANCE BY INSPIRING EMPATHY IN CHILDREN.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SERVE THE PUBLIC THROUGH THE COLLECTIONS AND EXHIBITION INTO MEANINGFUL EXPERIENCES FOR AUDIENCES.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3TO PROMOTE EDUCATION AND AWARENESS FOR THE DISEASE OF CHEMICAL DEPENDENCE.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4FOCUSED ON ENGAGING CONVERSATIONS WITH INNOVATIVE LEADERS AND FUNDING HIGH IMPACT INITIATIVES FOR WOMEN AND GIRLS.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5TO FUND BASIC SCIENTIFIC RESEARCH TO UNCOVER THE MECHANISMS BY WHICH CANCER DEVELOPS AND SPREADS, CREATING A PATH TO EFFECTIVELY TREATING AND PREVENTING THE DISEASE.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6TO CREATE HOMES FOR FOSTER YOUTH WHO'VE AGED OUT OF THE FOSTER CARE SYSTEM.
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CHILDREN MENDING HEARTS
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3THE BRENT SHAPIRO FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4VISIONARY WOMEN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5TOWER CANCER RESEARCH FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6A SENSE OF HOME
IRS990ScheduleI/RecipientTable/RecipientEIN0954217197
IRS990ScheduleI/RecipientTable/RecipientEIN1264131176
IRS990ScheduleI/RecipientTable/RecipientEIN2952264067
IRS990ScheduleI/RecipientTable/RecipientEIN3134313101
IRS990ScheduleI/RecipientTable/RecipientEIN4471075497
IRS990ScheduleI/RecipientTable/RecipientEIN5954596354
IRS990ScheduleI/RecipientTable/RecipientEIN6473814056
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt010899 WILSHIRE BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt14100 W ALAMEDA AVENUE SUITE 300
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt25905 WILSHIRE BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt310250 CONSTELLATION BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt49663 SANTA MONICA BLVD NO 851
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt58767 WILSHIRE BLVD 401
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt63457 W EL SEGUNDO BLVD STE A
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LOS ANGELES
IRS990ScheduleI/RecipientTable/USAddress/CityNm1TOLUCA LAKE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2LOS ANGELES
IRS990ScheduleI/RecipientTable/USAddress/CityNm3LOS ANGELES
IRS990ScheduleI/RecipientTable/USAddress/CityNm4BEVERLY HILLS
IRS990ScheduleI/RecipientTable/USAddress/CityNm5BEVERLY HILLS
IRS990ScheduleI/RecipientTable/USAddress/CityNm6HAWTHORNE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd090024
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd191505
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd290036
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd390067
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd490210
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd590211
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd6902504848
IRS990ScheduleI/Total501c3OrgCnt07
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S PRESIDENT IS THE PARENT OF THE OTHER BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRESIDENT AND TREASURER ARE AUTHORIZED TO REVIEW ALL GOVERNMENT FILINGS ON BEHALF OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AS OF DECEMBER 31, 2017, THE FOUNDATION DID NOT MAKE ITS GOVERNING DOCUMENTS AND POLICIES AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0THE HERZER FOUNDATION
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0APP 8531 LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0830533201
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt01076931
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0RENTAL
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt06486
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt02934 1/2 BEVERLY GLEN CIR SUITE 49
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0LOS ANGELES
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd090077
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02626764
IRS990/TotalAssetsEOYAmt02173340
IRS990/TotalAssetsGrp/BOYAmt02626764
IRS990/TotalAssetsGrp/EOYAmt02173340
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt085422
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0389402
IRS990/TotalFunctionalExpensesGrp/TotalAmt0474824
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01040
IRS990/TotalLiabilitiesEOYAmt01000
IRS990/TotalLiabilitiesGrp/BOYAmt01040
IRS990/TotalLiabilitiesGrp/EOYAmt01000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02625724
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02172340
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0389402
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt019966
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt019966
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02626764
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02173340
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06300 CANOGA AVENUE 1500W
IRS990/USAddress/CityNm0WOODLAND HILLS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091367
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MANUELA HERZER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08185321020
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HERZER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HERZ
ReturnHeader/Filer/EIN0462720679
ReturnHeader/Filer/PhoneNum08185321020
ReturnHeader/Filer/USAddress/AddressLine1Txt06300 CANOGA AVENUE 1500W
ReturnHeader/Filer/USAddress/CityNm0WOODLAND HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091367
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461955807
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GROBSTEIN TEEPLE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023832 ROCKFIELD BLVD STE 245
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE FOREST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092630
ReturnHeader/PreparerPersonGrp/PhoneNum08185321020
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KERMITH BOFFILL
ReturnHeader/ReturnTs02023-11-16T21:30:22-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MANUELA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HERZER

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