Civic Intelligence

The Donna Herzog Foundation

EIN 87-0938681 • Minnetonka, MN

Pub. 78 Eligible
5499 Butternut CircleMinnetonka, MN 55343
Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

52nd percentile

0.04x

Higher debt load relative to revenue than 52% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

8th percentile

-63%

Higher net margin than 8% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

56th percentile

$30,000

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 25.9% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

43rd percentile

0.9%

Faster asset growth than 43% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-72%

Faster revenue growth than 3% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$3,685,206

Up $31,418 (+0.9%) from 2023

Liabilities

Down

$4,689

Down $11,367 (-71%) from 2023

Net Assets

Up

$3,680,517

Up $42,785 (+1.2%) from 2023

Revenue

Down

$116,031

Down $302,367 (-72%) from 2023

Expenses

Down

$189,564

Down $20,954 (-10.0%) from 2023

Net Income

Down

-$73,533

Down $281,413 (-135%) from 2023

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $3,061,026Liabilities 2022: $0Net Assets 2022: $3,061,0262022Assets 2023: $3,653,788Liabilities 2023: $16,056Net Assets 2023: $3,637,7322023Assets 2024: $3,685,206Liabilities 2024: $4,689Net Assets 2024: $3,680,5172024

Highlighted filing

2024

Assets$3,685,206
Liabilities$4,689
Net Assets$3,680,517

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $3,687,050Expenses 2022: $675Net Income 2022: $3,686,3752022Revenue 2023: $418,398Expenses 2023: $210,518Net Income 2023: $207,8802023Revenue 2024: $116,031Expenses 2024: $189,564Net Income 2024: -$73,5332024

Highlighted filing

2024

Revenue$116,031
Expenses$189,564
Net Income-$73,533

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 25, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kim HerzogPresident-$30,000-$30,000
Kerry RippyTreasurer-$0--
Anna CochranSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Donna Herzog Foundation
EIN
87-0938681
Phone
6128679249
Address
5499 Butternut Circle, Minnetonka, MN 55343

Signing Officer

Name
Kim Herzog
Title
President
Phone
6128679249
Signed
2025-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly LLP
Address
800 Nicollet Mall Ste 1300, Minneapolis, MN 55402-7033
Preparer
Deb Nelson CPA
Phone
6122536500
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56KEURIG DR PEPPER INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57KINDER MORGAN INCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58KKR & CO INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59L3HARRIS TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MARSH & MCLENNAN COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62MARVELL TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63MASTERCARD INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MERCK & CO INC NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65META PLATFORMS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67MONDELEZ INTL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70NORTHROP GRUMMAN CP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71NVIDIA CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73PAYCHEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74PEPSICO INC NC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75PHILLIP MORRIS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77PROGRESSIVE CORP OHIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78ROYAL CARIBBEAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79RTX CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80SAP AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81SEMPRA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82SHERWIN WILLIAMS COMPANY OHIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83SOUTHERN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84STARBUCKS CORP WASHINGTON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86SYNOPSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87TARGET CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89TJIX COS INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90T-MOBILE US INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91TRAVELLERS COMPANIES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93UNITED PARCEL SER INC CL-B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94UNITEDHEALTH GP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95US BANCORP COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97VULCAN MATERIALS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99WALT DISNEY CO HLDG CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100WASTE MGMT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101WELLS FARGO & CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102WELLTOWER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103YUM BRANDS INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt02461425
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt02461425
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt06014
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1106329
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22565
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Accrued Interest
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BMO BK CD CHICAGO IL CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2SPDR CLOOMBER 1-3 MONTH T-B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt06014
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1106329
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22565
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt066131
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt049857
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Credit Card Refund
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt043
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0115988
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt043
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0116031
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt012304
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01367
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt013671
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt049857
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt042469
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0130000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0130000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0131962
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt066131
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-73533
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04240761
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt049857
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0179239
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt03113
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02253
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt043
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt03958
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01213
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt05171
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt05307
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08469
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0197151
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02580
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0189564
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0181819
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0116031
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt067151
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02580
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt059564
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04190904
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt049857
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt049857
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04240761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt049857
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-73533
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0116318
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03680517
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03637732
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03680517
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0178668
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0178668
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0178668
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0181159
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02491
IRS990PF/DistributableAmountGrp/TotalTaxAmt02491
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0139
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00

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