Civic Intelligence

The Herbert J and Dianne J Lerner

EIN 52-1466842 • Washington, DC

2700 Calvert Street NW APT 212Washington, DC 20008
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

6th percentile

-473%

Higher net margin than 6% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

146%

Faster revenue growth than 93% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $186,623 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $186,623 (-100%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin6th percentile

Revenue

Up

$39,433

Up $23,396 (+146%) from 2023

Expenses

Up

$226,056

Up $192,478 (+573%) from 2023

Net Income

Down

-$186,623

Down $169,082 (-964%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$300K$200K$100K$0Assets 2011: $75,670Liabilities 2011: $02011Assets 2012: $73,881Liabilities 2012: $02012Assets 2013: $73,643Liabilities 2013: $02013Assets 2014: $73,958Liabilities 2014: $02014Assets 2015: $73,955Liabilities 2015: $02015Assets 2019: $182,791Liabilities 2019: $02019Assets 2020: $175,576Liabilities 2020: $1Net Assets 2020: $175,5762020Assets 2021: $205,193Liabilities 2021: $1Net Assets 2021: $205,1932021Assets 2022: $204,164Liabilities 2022: $1Net Assets 2022: $204,1642022Assets 2023: $186,623Liabilities 2023: $0Net Assets 2023: $186,6232023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

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

$400K$200K$0-$200KRevenue 2011: $7,746Expenses 2011: $5,712Net Income 2011: $2,0342011Revenue 2012: $5,355Expenses 2012: $7,224Net Income 2012: -$1,8692012Revenue 2013: $5,158Expenses 2013: $6,159Net Income 2013: -$1,0012013Revenue 2014: $5,205Expenses 2014: $5,614Net Income 2014: -$4092014Revenue 2015: $5,420Expenses 2015: $6,419Net Income 2015: -$9992015Revenue 2019: $141,885Expenses 2019: $20,783Net Income 2019: $121,1022019Revenue 2020: $12,898Expenses 2020: $20,113Net Income 2020: -$7,2152020Revenue 2021: $55,532Expenses 2021: $25,915Net Income 2021: $29,6172021Revenue 2022: $28,922Expenses 2022: $29,951Net Income 2022: -$1,0292022Revenue 2023: $16,037Expenses 2023: $33,578Net Income 2023: -$17,5412023Revenue 2024: $39,433Expenses 2024: $226,056Net Income 2024: -$186,6232024

Highlighted filing

2024

Revenue$39,433
Expenses$226,056
Net Income-$186,623
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$39,433
Expenses
$226,056
Net income
-$186,623
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.39$2.26$1.87
2023Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.16$0.34$0.18
2022Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.29$0.30$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.56$0.26$0.30
2020Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.13$0.20$0.07
2019Summary only. Only limited summary data is available for this year.$1.83$0.00$1.42$0.21$1.21
2015Summary only. Only limited summary data is available for this year.$0.74$0.00$0.05$0.06$0.01
2014Summary only. Only limited summary data is available for this year.$0.74$0.00$0.05$0.06$0.00
2013Summary only. Only limited summary data is available for this year.$0.74$0.00$0.05$0.06$0.01
2012Summary only. Only limited summary data is available for this year.$0.74$0.00$0.05$0.07$0.02
2011Summary only. Only limited summary data is available for this year.$0.76$0.00$0.08$0.06$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 6, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Herbert J LernerTrustee-$0--
Dianne J LernerTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Herbert J and Dianne J Lerner
EIN
52-1466842
In Care Of
% HERBERT LERNER
Phone
2023338632
Address
2700 Calvert Street NW APT 212, Washington, DC 20008

Signing Officer

Name
Herbert Lerner
Title
Trustee
Phone
2023338632
Signed
2025-02-06
Discuss with paid preparer
Yes

Preparer

Firm
Wannen and Company
Address
750 17th Street NW 900, WASHINGTON, DC 20006-4675
Preparer
Mark D Wannen CPA
Phone
2024546700
Raw XML Appendix277 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/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt020470
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020470
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010919
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06671
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt019800
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt019800
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt019800
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0237391
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0200001
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010919
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06671
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt019800
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0220471
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0200001
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0257191
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt057190
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc02023 990PF TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0185
TaxesSchedule/TaxesDetail/CategoryTxt0FORM 990PF 2019
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Herbert Lerner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02023338632
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Herbert J and Dianne J Lerner
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HERB
ReturnHeader/Filer/EIN0521466842
ReturnHeader/Filer/InCareOfNm0% HERBERT LERNER
ReturnHeader/Filer/PhoneNum02023338632
ReturnHeader/Filer/USAddress/AddressLine1Txt02700 Calvert Street NW APT 212
ReturnHeader/Filer/USAddress/CityNm0Washington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020008
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wannen and Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0750 17th Street NW 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WASHINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0200064675
ReturnHeader/PreparerPersonGrp/PhoneNum02024546700
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark D Wannen CPA
ReturnHeader/ReturnTs02025-02-11T11:23:39-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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