Civic Intelligence

The Herald Charities

EIN 59-6138383 • 501(c)3 • Miami, FL

Profile

Herald charities is primarily involved in the accumulation of funds for charitable and benevolent purposes for the aid of the needy or worthy individuals and not for profit organizations.

1000 NW 57th CT 980Miami, FL 33126

www.heraldwishbook.com

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.01x

Higher debt load relative to assets than 33% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

48th percentile

0.07x

Higher debt load relative to revenue than 48% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

7th percentile

-46%

Higher net margin than 7% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

47th percentile

2.8%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

24th percentile

-7.9%

Faster revenue growth than 24% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Assets

Up

$2,255,918

Up $182,542 (+8.8%) from 2023

Liabilities

Up

$27,154

Up $6,877 (+34%) from 2023

Net Assets

Up

$2,228,764

Up $175,665 (+8.6%) from 2023

Revenue

Down

$404,562

Down $106,748 (-21%) from 2023

Expenses

Down

$589,279

Down $13,329 (-2.2%) from 2023

Net Income

Down

-$184,717

Down $93,419 (-102%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2013: $364,836Liabilities 2013: $114,532Net Assets 2013: $250,3042013Assets 2014: $434,145Liabilities 2014: $44,162Net Assets 2014: $389,9832014Assets 2015: $408,562Liabilities 2015: $28,986Net Assets 2015: $379,5762015Assets 2016: $408,960Liabilities 2016: $19,152Net Assets 2016: $389,8082016Assets 2017: $386,751Liabilities 2017: $49,200Net Assets 2017: $337,5512017Assets 2018: $2,007,237Liabilities 2018: $24,500Net Assets 2018: $1,982,7372018Assets 2019: $2,000,003Liabilities 2019: $24,818Net Assets 2019: $1,975,1852019Assets 2020: $2,098,879Liabilities 2020: $65,696Net Assets 2020: $2,033,1832020Assets 2021: $2,418,328Liabilities 2021: $50,302Net Assets 2021: $2,368,0262021Assets 2022: $2,136,490Liabilities 2022: $169,857Net Assets 2022: $1,966,6332022Assets 2023: $2,073,376Liabilities 2023: $20,277Net Assets 2023: $2,053,0992023Assets 2024: $2,255,918Liabilities 2024: $27,154Net Assets 2024: $2,228,7642024

Highlighted filing

2024

Assets$2,255,918
Liabilities$27,154
Net Assets$2,228,764

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2013: $487,4842013Revenue 2014: $539,469Expenses 2014: $399,790Net Income 2014: $139,6792014Revenue 2015: $570,356Expenses 2015: $580,763Net Income 2015: -$10,4072015Revenue 2016: $487,995Expenses 2016: $477,763Net Income 2016: $10,2322016Revenue 2017: $544,145Expenses 2017: $596,402Net Income 2017: -$52,2572017Revenue 2018: $2,099,663Expenses 2018: $454,477Net Income 2018: $1,645,1862018Revenue 2019: $470,640Expenses 2019: $515,459Net Income 2019: -$44,8192019Revenue 2020: $488,077Expenses 2020: $463,374Net Income 2020: $24,7032020Revenue 2021: $718,556Expenses 2021: $506,273Net Income 2021: $212,2832021Revenue 2022: $477,092Expenses 2022: $637,336Net Income 2022: -$160,2442022Revenue 2023: $511,310Expenses 2023: $602,608Net Income 2023: -$91,2982023Revenue 2024: $404,562Expenses 2024: $589,279Net Income 2024: -$184,7172024

Highlighted filing

2024

Revenue$404,562
Expenses$589,279
Net Income-$184,717

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.26$0.03$2.23$0.40$0.59$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.02$2.05$0.51$0.60$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.14$0.17$1.97$0.48$0.64$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$0.05$2.37$0.72$0.51$0.21
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.10$0.07$2.03$0.49$0.46$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$0.02$1.98$0.47$0.52$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.02$1.98$2.10$0.45$1.65
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.05$0.34$0.54$0.60$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.41$0.02$0.39$0.49$0.48$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.41$0.03$0.38$0.57$0.58$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.43$0.04$0.39$0.54$0.40$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.11$0.25$0.49
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jul 31, 2025
Return Version
2023v6.0
Gross Receipts
$404,562
Mission and Program Overview

Mission

Herald charities is primarily involved in the accumulation of funds for charitable and benevolent purposes for the aid of the needy or worthy individuals and not for profit organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$1,668,091$1,940,039▲ $271,948
Cash and Non-Interest-Bearing Accounts$405,285$315,879▼ $89,406
Total Assets$2,073,376$2,255,918▲ $182,542
Liabilities
Accounts Payable and Accrued Expenses$20,277$27,154▲ $6,877
Total Liabilities$20,277$27,154▲ $6,877
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,568,091$1,840,039▲ $271,948
Net Assets Without Donor Restrictions$485,008$388,725▼ $96,283
Total Net Assets Fund Balance$2,053,099$2,228,764▲ $175,665
Total Liabilities and Net Assets / Fund Balance$2,073,376$2,255,918▲ $182,542

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$1,940,039--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bob McfarlinPresident
Nancy MeyerPresident 12
Alex MenaBoard Member
Denise MartinezBoard Member
Monica RichardsonBoard Member
Nancy Ancrum - Retired 122023Board Member
Raymond DuenasBoard Member
Rick HirschBoard Member
Tanya Christie BennettSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$404,518
Program Service Revenue
$0
Investment Income
$44
Other Revenue
$0
All Other Contributions
$404,518
Change in Net Assets
$-184,717

Audited Revenue Reconciliation

Revenue per Audited Statements
$404,562
Revenue Not Reported on Form 990
$368,882
Total Revenue per Audited Statements
$773,444
Total Revenue per Form 990
$404,562
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$434,530
Other Expenses$154,749
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$434,530--$434,530
Fees for Services Management-$106,000-$106,000
Fees for Service Investment Mgmnt Fees-$20,934-$20,934
Fees for Services Accounting-$16,100-$16,100
Fees for Services Other-$3,558-$3,558
Other Expenses-$2,976-$2,976
Office Expenses$74$2,395-$2,469
Information Technology-$1,479-$1,479
Insurance-$1,233-$1,233
Total Functional Expenses$434,604$154,675$0$589,279

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$597,779
Expenses per Audited Statements$589,279
Total Expenses per Form 990$589,279
Expenses Not Reported on Form 990$8,500
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Form 990 is reviewed by the miami herald's finance department.

Form 990, Page 6, Part VI, Line 19

Governing documents are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
The Herald Charities Inc
EIN
59-6138383
Phone
3053762525
Address
1000 NW 57TH CT 980, MIAMI, FL 33126

Signing Officer

Name
Tanya Christie Bennett
Title
Secretary/treasurer
Phone
3053762576
Signed
2025-07-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bob Mcfarlin
Formed
1977
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
7

Preparer

Firm
Caballero Fierman Llerena & Garcia Llp
Address
8950 SW 74 COURT STE 1210, MIAMI, FL 33156
Preparer
Enrique Llerena CPA
Phone
3056627272
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

Holiday wishbook program: the organization operates under the holiday wishbook program, whereby readers of the miami herald and el nuevo herald are solicited to donate funds for the benefit of the needy individuals who are profiled in the newspapers. The herald charities, inc. Profiles needy people in the miami herald media company's newspaper during the thanksgiving and christmas holidays. Since its founding more than 100 years ago, the miami herald has championed the needs of the less fortunate in the south florida community. In 1952, the miami herald lend-a-hand fund was incorporated to formalize these efforts. In december 1982, the miami herald published its first wish book in an effort to spotlight needy individuals in south florida. The miami herald charities was officially founded in 1995 to offer readers an opportunity to make a difference in a neighbor's life. Since then, the miami herald readers, together with spanish-language readers of el nuevo herald, have contributed several million dollars to assist some of the neediest people in our community. Wishes ranged from food, clothing, and toys for the holidays to more desperately needed items such as medical services, wheelchairs, housing and home repairs, furniture and dental work. In early october more than 600 non-profit social service agencies in south florida were contacted to nominate clients for the wish book program. Specifically, wish book candidates are clients for whom the agencies have already expended available funding, but whose needs go beyond the agency's resources. The nominees are screened by the wish book team and the miami herald reporters work diligently to profile as many cases as possible every holiday season, running from thanksgiving day through the first week of the new year. Curently plans are underway for another successful season.

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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/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1GIFT CARDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2HOUSING
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3MEDICAL SERVICES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt4MEDICAL EQUIPMENT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt5CLOTHING, EDUC. EQUIP, UT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt6SILVER KNIGHTS GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt7TRANSPORTATION
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt8AUTO PAYMENTS & AUTO REP.
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GIFT CARDS ARE PURCHASED EVERY YEAR TO MEET SOME WISHES/NEEDS. THE GIFT CARDS ARE GIVEN TO THE AGENCY WORKING WITH THE NOMINEES CHOSEN. A LETTER IS PROVIDED WITH INSTRUCTIONS TO THE AGENCY ON THE USE OF THE GIFT CARDS PROVIDED TO FULFILL THE WISHES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 4, PART IV
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HOLIDAY WISHBOOK PROGRAM: THE ORGANIZATION OPERATES UNDER THE HOLIDAY WISHBOOK PROGRAM, WHEREBY READERS OF THE MIAMI HERALD AND EL NUEVO HERALD ARE SOLICITED TO DONATE FUNDS FOR THE BENEFIT OF THE NEEDY INDIVIDUALS WHO ARE PROFILED IN THE NEWSPAPERS. THE HERALD CHARITIES, INC. PROFILES NEEDY PEOPLE IN THE MIAMI HERALD MEDIA COMPANY'S NEWSPAPER DURING THE THANKSGIVING AND CHRISTMAS HOLIDAYS. SINCE ITS FOUNDING MORE THAN 100 YEARS AGO, THE MIAMI HERALD HAS CHAMPIONED THE NEEDS OF THE LESS FORTUNATE IN THE SOUTH FLORIDA COMMUNITY. IN 1952, THE MIAMI HERALD LEND-A-HAND FUND WAS INCORPORATED TO FORMALIZE THESE EFFORTS. IN DECEMBER 1982, THE MIAMI HERALD PUBLISHED ITS FIRST WISH BOOK IN AN EFFORT TO SPOTLIGHT NEEDY INDIVIDUALS IN SOUTH FLORIDA. THE MIAMI HERALD CHARITIES WAS OFFICIALLY FOUNDED IN 1995 TO OFFER READERS AN OPPORTUNITY TO MAKE A DIFFERENCE IN A NEIGHBOR'S LIFE. SINCE THEN, THE MIAMI HERALD READERS, TOGETHER WITH SPANISH-LANGUAGE READERS OF EL NUEVO HERALD, HAVE CONTRIBUTED SEVERAL MILLION DOLLARS TO ASSIST SOME OF THE NEEDIEST PEOPLE IN OUR COMMUNITY. WISHES RANGED FROM FOOD, CLOTHING, AND TOYS FOR THE HOLIDAYS TO MORE DESPERATELY NEEDED ITEMS SUCH AS MEDICAL SERVICES, WHEELCHAIRS, HOUSING AND HOME REPAIRS, FURNITURE AND DENTAL WORK. IN EARLY OCTOBER MORE THAN 600 NON-PROFIT SOCIAL SERVICE AGENCIES IN SOUTH FLORIDA WERE CONTACTED TO NOMINATE CLIENTS FOR THE WISH BOOK PROGRAM. SPECIFICALLY, WISH BOOK CANDIDATES ARE CLIENTS FOR WHOM THE AGENCIES HAVE ALREADY EXPENDED AVAILABLE FUNDING, BUT WHOSE NEEDS GO BEYOND THE AGENCY'S RESOURCES. THE NOMINEES ARE SCREENED BY THE WISH BOOK TEAM AND THE MIAMI HERALD REPORTERS WORK DILIGENTLY TO PROFILE AS MANY CASES AS POSSIBLE EVERY HOLIDAY SEASON, RUNNING FROM THANKSGIVING DAY THROUGH THE FIRST WEEK OF THE NEW YEAR. CURENTLY PLANS ARE UNDERWAY FOR ANOTHER SUCCESSFUL SEASON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE MIAMI HERALD'S FINANCE DEPARTMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0TANYA CHRISTIE BENNETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HERALD CHARITIES INC
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CABALLERO FIERMAN LLERENA & GARCIA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08950 SW 74 COURT STE 1210
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ENRIQUE LLERENA CPA
ReturnHeader/ReturnTs02025-08-06T09:40:11-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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