Civic Intelligence

Albert and Ethel Herzstein Charitable Foundation

990PF • Fiscal year 2020 • EIN 74-6070484

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 03, 2021

Organization Profile
6131 WestviewHouston, TX 77055

(713) 681-7868

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.01x

Higher debt load relative to revenue than 17% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Net Margin

78th percentile

26%

Higher net margin than 78% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

34th percentile

$185,150

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2020 filings • $50M-$100M nonprofits • Source year 2020

Asset Growth

21st percentile

-1.4%

Faster asset growth than 21% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

79th percentile

18%

Faster revenue growth than 79% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$99,878,594

Down $1,412,222 (-1.4%) from 2019

Net Assets

$99,775,820

No earlier filing loaded for comparison.

Liabilities

Up

$102,774

Up $23,163 (+29%) from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin78th percentile

Revenue

Up

$7,243,231

Up $1,099,017 (+18%) from 2019

Expenses

Up

$5,376,434

Up $186,620 (+3.6%) from 2019

Net Income

Up

$1,866,797

Up $912,397 (+96%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

Highlighted filing

2020

Assets$99,878,594
Liabilities$102,774
Net Assets$99,775,820
Open 2020 Filing

Operations Trend

Revenue Growth79th percentile

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

Highlighted filing

2020

Revenue$7,243,231
Expenses$5,376,434
Net Income$1,866,797
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 3, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
L MICHAEL HAJTMANPresidentFT$161,000$24,150$185,150
RENEE MASARYKExecutive DirectorFT$149,167$22,375$171,542
RICHARD LOEWENSTERNChairmanPT$30,000-$30,000
GEORGE STRAKE JRVice PresidentPT$25,000-$25,000
BRYAN MILLERDirector-$20,000-$20,000
LANDON CLAY FISHERDirector-$20,000-$20,000
STEVEN SHELDONDirector-$20,000-$20,000
ROBERT SHOSSDirector-$20,000-$20,000
GEORGE STRAKE IIIDirector-$20,000-$20,000
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
2021-11-03
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 AppendixShowing 400 of 3,798 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8EXECUTIVE DIRECTOR
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$99,878,594
Liabilities
$102,774
Net assets
$99,775,820
Revenue
$7,243,231
Expenses
$5,376,434
Net income
$1,866,797
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
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