Civic Intelligence

Albert and Ethel Herzstein Charitable Foundation

990T • Fiscal year 2020 • EIN 74-6070484

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

Organization Profile
6131 WestviewHouston, TX 77055

(713) 681-7868

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2011: $89,052,531Liabilities 2011: $8,4732011Assets 2012: $97,836,563Liabilities 2012: $6,2652012Assets 2013: $101,922,549Liabilities 2013: $18,7512013Assets 2014: $97,673,216Liabilities 2014: $14,8332014Assets 2015: $87,268,981Liabilities 2015: $11,3772015Assets 2019: $101,290,816Liabilities 2019: $79,6112019Assets 2020: $99,878,594Liabilities 2020: $102,774Net Assets 2020: $99,775,8202020Assets 2021: $124,850,543Liabilities 2021: $1,3952021Assets 2022: $125,541,648Liabilities 2022: $4,016Net Assets 2022: $125,537,6322022Assets 2023: $126,529,173Liabilities 2023: $7,5412023Assets 2024: $132,253,761Liabilities 2024: $31,732Net Assets 2024: $132,222,0292024

Latest loaded filing

2024

Assets$132,253,761
Liabilities$31,732
Net Assets$132,222,029
Open 2024 Filing

Operations Trend

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

$20M$10M$0-$10MRevenue 2011: $8,556,002Expenses 2011: $4,345,478Net Income 2011: $4,210,5242011Revenue 2012: $2,809,155Expenses 2012: $5,337,202Net Income 2012: -$2,528,0472012Revenue 2013: $6,810,183Expenses 2013: $6,372,558Net Income 2013: $437,6252013Revenue 2014: $5,701,250Expenses 2014: $8,254,508Net Income 2014: -$2,553,2582014Revenue 2015: $3,761,891Expenses 2015: $5,339,125Net Income 2015: -$1,577,2342015Revenue 2019: $6,144,214Expenses 2019: $5,189,814Net Income 2019: $954,4002019Revenue 2020: $7,243,231Expenses 2020: $5,376,434Net Income 2020: $1,866,7972020Revenue 2021: $10,997,711Expenses 2021: $5,307,425Net Income 2021: $5,690,2862021Revenue 2022: $4,698,650Expenses 2022: $5,069,683Net Income 2022: -$371,0332022Revenue 2023: $9,391,085Expenses 2023: $6,163,060Net Income 2023: $3,228,0252023Revenue 2024: $19,919,271Expenses 2024: $6,955,708Net Income 2024: $12,963,5632024

Latest loaded filing

2024

Revenue$19,919,271
Expenses$6,955,708
Net Income$12,963,563
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
Albert & Ethel Herzstein
EIN
74-6070484
Phone
7136817868
Address
6131 WESTVIEW, HOUSTON, TX 77055

Signing Officer

Name
L Michael Hajtman
Title
President
Phone
7136817868
Signed
2021-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Laporte Apac
Address
1770 ST JAMES PLACE SUITE 250, HOUSTON, TX 77056-3432
Preparer
Douglas a Hidalgo
Phone
7139638008
Raw XML Appendix113 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
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IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0697
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IRS990T/BalanceDueAmt025624
IRS990T/BooksInCareOfDetail/PersonNm0L MICHAEL HAJTMAN
IRS990T/BooksInCareOfDetail/PhoneNum07136817868
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt06131 WESTVIEW
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IRS990T/EstimatedTaxPaymentsAmt090000
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IRS990T/PaidTaxLiabilityAmt00
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IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0ENERGY RELATED INCOME FROM PORTFOLIO PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt0607302
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0607302
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt0114591
IRS990T/TaxLessCreditsAmt0114591
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt090000
IRS990T/TotalTaxAmt0114591
IRS990T/TotalTaxComputationAmt0114591
IRS990T/TotalUBTIAmt0545672
IRS990T/TotalUBTIBeforeNOLSpecificAmt0546672
IRS990T/TotalUBTIBeforeSection199AAmt0546672
IRS990T/TotalUBTIComputedAmt0607302
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0L MICHAEL HAJTMAN
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALBERT & ETHEL HERZSTEIN
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0770563432
ReturnHeader/PreparerPersonGrp/PhoneNum07139638008
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS A HIDALGO
ReturnHeader/ReturnTs02021-11-09T13:52:07-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0L
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MICHAEL HAJTMAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$132$0.03$132$19.9$6.96$13.0
2023Summary only. Only limited summary data is available for this year.$127$0.01$9.39$6.16$3.23
2022Detailed filing. Detailed filing data is available for this year.$126$0.00$126$4.70$5.07$0.37
2021Summary only. Only limited summary data is available for this year.$125$0.00$11.0$5.31$5.69
2020Detailed filing. Detailed filing data is available for this year.$99.9$0.10$99.8$7.24$5.38$1.87
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Summary only. Only limited summary data is available for this year.$101$0.08$6.14$5.19$0.95
2015Summary only. Only limited summary data is available for this year.$87.3$0.01$3.76$5.34$1.58
2014Summary only. Only limited summary data is available for this year.$97.7$0.01$5.70$8.25$2.55
2013Summary only. Only limited summary data is available for this year.$102$0.02$6.81$6.37$0.44
2012Summary only. Only limited summary data is available for this year.$97.8$0.01$2.81$5.34$2.53
2011Summary only. Only limited summary data is available for this year.$89.1$0.01$8.56$4.35$4.21