Civic Intelligence

Mark and Chanie Herschlag Foundation

990PF • Fiscal year 2017 • EIN 81-4799389

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 16, 2018

4 Sienna WayLakewood, NJ 08701

(732) 363-3888

Siviq Scores

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

Liabilities / Assets

90th percentile

0.00x

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

2017 filings • NTEE T20 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

90th percentile

0.00x

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

2017 filings • NTEE T20 • <$500k nonprofits • Source year 2017

Net Margin

69th percentile

30%

Higher net margin than 69% of similar nonprofits.

2017 filings • NTEE T20 • <$500k nonprofits • Source year 2017

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2017 filings • NTEE T20 • <$500k nonprofits • Source year 2017

Asset Growth

87th percentile

56%

Faster asset growth than 87% of similar nonprofits.

2017 filings • NTEE T20 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

88%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • NTEE T20 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$54,459

Up $19,459 (+56%) from 2016

Net Assets

Up

$54,459

Up $19,459 (+56%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$65,790

Up $30,790 (+88%) from 2016

Expenses

Up

$46,331

Up $46,331 from 2016

Net Income

Down

$19,459

Down $15,541 (-44%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2016: $35,000Liabilities 2016: $0Net Assets 2016: $35,0002016Assets 2017: $54,459Liabilities 2017: $0Net Assets 2017: $54,4592017Assets 2018: $56,274Liabilities 2018: $0Net Assets 2018: $56,2742018Assets 2019: $70,385Liabilities 2019: $1Net Assets 2019: $70,3852019Assets 2020: $1,779Liabilities 2020: $1Net Assets 2020: $1,7792020Assets 2021: $88,657Liabilities 2021: $1Net Assets 2021: $88,6572021Assets 2022: $130,809Liabilities 2022: $17,336Net Assets 2022: $113,4732022Assets 2023: $196,825Liabilities 2023: $892Net Assets 2023: $195,9332023Assets 2024: $228,135Liabilities 2024: $7,598Net Assets 2024: $220,5372024

Highlighted filing

2017

Assets$54,459
Liabilities$0
Net Assets$54,459

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2016: $35,000Expenses 2016: $0Net Income 2016: $35,0002016Revenue 2017: $65,790Expenses 2017: $46,331Net Income 2017: $19,4592017Revenue 2018: $65,526Expenses 2018: $63,711Net Income 2018: $1,8152018Revenue 2019: $85,000Expenses 2019: $70,889Net Income 2019: $14,1112019Revenue 2020: $1Expenses 2020: $68,606Net Income 2020: -$68,6052020Revenue 2021: $195,690Expenses 2021: $108,812Net Income 2021: $86,8782021Revenue 2022: $121,328Expenses 2022: $96,512Net Income 2022: $24,8162022Revenue 2023: $200,008Expenses 2023: $117,548Net Income 2023: $82,4602023Revenue 2024: $150,014Expenses 2024: $125,410Net Income 2024: $24,6042024

Highlighted filing

2017

Revenue$65,790
Expenses$46,331
Net Income$19,459
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 16, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK HERSCHLAGTrustee-$0--
CHANIE HERSCHLAGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Mark and Chanie Herschlag
EIN
81-4799389
Phone
7323633888
Address
4 SIENNA WAY, LAKEWOOD, NJ 08701

Signing Officer

Name
Mark Herschlag
Title
Trustee
Phone
7323633888
Signed
2018-08-16
Discuss with paid preparer
Yes

Preparer

Firm
Hutman & Hutman Llp
Address
435 E COUNTY LINE RD, LAKEWOOD, NJ 08701-1426
Preparer
David Hutman CPA
Phone
7329616272
Raw XML Appendix212 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/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARK HERSCHLAG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHANIE HERSCHLAG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt022993
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt045481
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt045481
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt045481
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt045481
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/IndividualWithBooksNm0MARK HERSCHLAG
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04 SIENNA WAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LAKEWOOD
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd008701
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07323633888
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO FORMAL SUBMISSION FORMAT IS REQUIRED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MARK CHANIE HERSCHLAG FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07323633888
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt04 SIENNA WAY
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd008701
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THERE ARE NO LIMITATIONS OR RESTRICTIONS. ALL AWARDS ARE CONSIDERED BASED ON THEIR OWN MERITS AND THE RECIPIENTS' NEEDS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APPLICATIONS MAY BE SUBMITTED AT ANY TIME DURING THE YEAR.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt045481
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
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IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt044259
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt044259
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt044259
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt072
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0COSMO INSURANCE AGENCY INC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt015 AMERICA AVE STE 203
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LAKEWOOD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NJ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd008701
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt065790
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0COSMO INSURANCE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt015 AMERICA AVE STE 203
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0LAKEWOOD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NJ
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd008701
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK HERSCHLAG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07323633888
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARK AND CHANIE HERSCHLAG
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARK
ReturnHeader/Filer/EIN0814799389
ReturnHeader/Filer/PhoneNum07323633888
ReturnHeader/Filer/USAddress/AddressLine1Txt04 SIENNA WAY
ReturnHeader/Filer/USAddress/CityNm0LAKEWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008701
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.56.24.186
ReturnHeader/FilingSecurityInformation/IPDt02018-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:08:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262557761
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUTMAN & HUTMAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0435 E COUNTY LINE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKEWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0087011426
ReturnHeader/PreparerPersonGrp/PhoneNum07329616272
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID HUTMAN CPA
ReturnHeader/ReturnTs02018-11-13T14:08:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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