Civic Intelligence

Arthur Hertz Foundation

990PF • Fiscal year 2018 • EIN 59-2496218

Dec 01, 2017 to Nov 30, 2018 • Filed on Oct 07, 2018

9555 North Kendall Drive 200Miami, FL 33176

(305) 529-1403

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

43rd percentile

0.0%

Higher net margin than 43% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

62nd percentile

6.3%

Faster asset growth than 62% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2015 to 2018

Revenue Growth

49th percentile

0.3%

Faster revenue growth than 49% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2015 to 2018

Assets

Up

$44,363

Up $7,412 (+20%) from 2015

Net Assets

Up

$44,363

Up $7,412 (+20%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$96

Up $1 (+1.1%) from 2015

Expenses

Up

$96

Up $96 from 2015

Net Income

Down

$0

Down $95 (-100%) from 2015

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $52,699Liabilities 2011: $0Net Assets 2011: $52,6992011Assets 2012: $28,490Liabilities 2012: $0Net Assets 2012: $28,4902012Assets 2013: $28,622Liabilities 2013: $0Net Assets 2013: $28,6222013Assets 2014: $36,856Liabilities 2014: $0Net Assets 2014: $36,8562014Assets 2015: $36,951Liabilities 2015: $0Net Assets 2015: $36,9512015Assets 2018: $44,363Liabilities 2018: $0Net Assets 2018: $44,3632018Assets 2019: $2,623Liabilities 2019: $0Net Assets 2019: $2,6232019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2018

Assets$44,363
Liabilities$0
Net Assets$44,363

Operations Trend

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

$40K$20K$0-$20K-$40KExpenses 2011: $16,2092011Expenses 2012: $25,9292012Expenses 2013: $7502013Revenue 2014: $8,400Expenses 2014: $166Net Income 2014: $8,2342014Revenue 2015: $95Expenses 2015: $0Net Income 2015: $952015Revenue 2018: $96Expenses 2018: $96Net Income 2018: $02018Revenue 2019: -$9,150Expenses 2019: $16,074Net Income 2019: -$25,2242019Revenue 2020: $0Expenses 2020: $2,623Net Income 2020: -$2,6232020

Highlighted filing

2018

Revenue$96
Expenses$96
Net Income$0
Jump To
Filing Snapshot
Filing Period
Dec 1, 2017 to Nov 30, 2018
Signed
Oct 7, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL BROWNTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Arthur Hertz Foundation
EIN
59-2496218
Phone
3055291403
Address
9555 NORTH KENDALL DRIVE 200, MIAMI, FL 33176

Signing Officer

Name
Michael Brown
Title
Trustee
Phone
3055291400
Signed
2018-10-07

Preparer

Firm
Finkelstein Brown Nemet & Rothchild P a
Address
8211 W BROWARD BLVD STE 370, PLANTATION, FL 33324-2737
Preparer
Gary Brown
Phone
9544370017
Raw XML Appendix187 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.

Path#Value
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt037568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt018700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm05000 SHS OPKO HEALTH
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt096
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt096
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt096
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt096
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt096
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt096
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt096
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt096
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt096
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt096
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt096
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt096
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt096
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01609
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt044363
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt042754
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt044363
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01591
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01591
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01591
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01591
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0100
IRS990PF/FMVAssetsEOYAmt025495
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt036960
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt037568
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt018700
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt042754
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt044363
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt05794
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt06795
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt06795
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt042754
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt044363
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt025495
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt042754
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt044363
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt042754
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt044363
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt032295
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06795
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt025500
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0484
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01591
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt031811
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt032295
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL BROWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt08881 SW 78 PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MIAMI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033156
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt031811
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt036350
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt033982
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt034436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MICHAEL BROWN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt08881 SW 78 PLACE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MIAMI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033156
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03055291403
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ARTHUR HERTZ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03055291403
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0610 FLUVIA AVENUE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CORAL GABLES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd033134
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/DistributableAsAdjustedAmt01591
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01591
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01609
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt096
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INDIRECT OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt096
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL BROWN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03055291400
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARTHUR HERTZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ARTH
ReturnHeader/Filer/EIN0592496218
ReturnHeader/Filer/PhoneNum03055291403
ReturnHeader/Filer/USAddress/AddressLine1Txt09555 NORTH KENDALL DRIVE 200
ReturnHeader/Filer/USAddress/CityNm0MIAMI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033176
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CC70CB69349788BAE73736E6F3617F7207F5C4F9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId045E859579D235099797C2829F05D4FE7DFFF4FF6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-10-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:59:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592413606
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FINKELSTEIN BROWN NEMET & ROTHCHILD P A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08211 W BROWARD BLVD STE 370
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLANTATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0333242737
ReturnHeader/PreparerPersonGrp/PhoneNum09544370017
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY BROWN
ReturnHeader/ReturnTs02019-10-11T13:59:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-12-01
ReturnHeader/TaxPeriodEndDt02018-11-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings