Civic Intelligence

Albert and Ethel Herzstein Charitable Foundation

990PF • Fiscal year 2021 • EIN 74-6070484

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

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

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

10th percentile

0.00x

Higher debt load relative to revenue than 10% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Net Margin

85th percentile

52%

Higher net margin than 85% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$185,150

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2021 filings • $100M-$250M nonprofits • Source year 2021

Asset Growth

83rd percentile

25%

Faster asset growth than 83% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

79th percentile

52%

Faster revenue growth than 79% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets10th percentile

Assets

Flat

$124,850,543

Flat from 2021

Net Assets

$124,849,148

No earlier filing loaded for comparison.

Liabilities

Flat

$1,395

Flat from 2021

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin85th percentile

Revenue

Flat

$10,997,711

Flat from 2021

Expenses

Flat

$5,307,425

Flat from 2021

Net Income

Flat

$5,690,286

Flat from 2021

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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: $1,395Net Assets 2021: $124,849,1482021Assets 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

2021

Assets$124,850,543
Liabilities$1,395
Net Assets$124,849,148
Open 2021 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 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

2021

Revenue$10,997,711
Expenses$5,307,425
Net Income$5,690,286
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
L MICHAEL HAJTMANPresidentFT$161,000$24,150$185,150
RENEE MASARYKExecutive DirectorFT$118,750$17,813$136,563
RICHARD LOEWENSTERNChairmanPT$30,000-$30,000
GEORGE STRAKE JRVice PresidentPT$25,000-$25,000
CRAIG LOEWENSTERNDirector-$20,000-$20,000
MICHAEL VIATORDirector-$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
2022-11-15
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 2,818 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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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0NAME OF CONTROLLED ENTITY: HERZSTEIN INVESTMENTS INC.EMPLOYER ID NO: 76-0694434ADDRESS: 6131 WESTVIEW HOUSTON,TX 77055EXCESS BUSINESS HOLDINGS: NO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt320000
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt620000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt720000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt8118750
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD LOEWENSTERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GEORGE STRAKE JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2L MICHAEL HAJTMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CRAIG LOEWENSTERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MICHAEL VIATOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5STEVEN SHELDON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6ROBERT SHOSS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7GEORGE STRAKE III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8RENEE MASARYK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16131 WESTVIEW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt26131 WESTVIEW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt36131 WESTVIEW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt46131 WESTVIEW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt56131 WESTVIEW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt66131 WESTVIEW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt76131 WESTVIEW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt86131 WESTVIEW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HOUSTON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd077055
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd177055
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd277055
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd377055
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd577055
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd677055
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd777055
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd877055
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt04733776
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt04733776
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd01
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$124,850,543
Liabilities
$1,395
Net assets
$124,849,148
Revenue
$10,997,711
Expenses
$5,307,425
Net income
$5,690,286
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
2021Detailed filing. Detailed filing data is available for this year.$125$0.00$125$11.0$5.31$5.69
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