Jacob Herzka Charitable Trust Foundation

990PF • Fiscal year 2013 • EIN 91-2057543

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 17, 2014

Organization Profile

1302 Twin Oaks Drive08701

(732) 330-4070

Siviq Scores

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

0.00x

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

2013 filings • NTEE T21 • <$500k nonprofits • Source year 2013

0.00x

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

2013 filings • NTEE T21 • <$500k nonprofits • Source year 2013

57%

Higher net margin than 82% of similar nonprofits.

2013 filings • NTEE T21 • <$500k nonprofits • Source year 2013

Higher top officer pay than 90% of similar nonprofits.

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

2013 filings • NTEE T • <$500k nonprofits • Source year 2013

15%

Faster asset growth than 79% of similar nonprofits.

2013 filings • NTEE T21 • <$500k nonprofits • Annualized from 2012 to 2013

29%

Faster revenue growth than 69% of similar nonprofits.

2013 filings • NTEE T • <$500k nonprofits • Annualized from 2011 to 2013

Balance Sheet

Liabilities / Assets82nd percentile

Assets

Flat

$478,827

Flat from 2013

Net Assets

$478,827

No earlier filing loaded for comparison.

Liabilities

Down

Down $1 (-100%) from 2013

Revenue And Expenses

Liabilities / Revenue84th percentile Net Margin82nd percentile

Revenue

Flat

$100,728

Flat from 2013

Expenses

Flat

$43,678

Flat from 2013

Net Income

Flat

$57,050

Flat from 2013

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

Highlighted filing

2013

Assets$478,827

Liabilities$0

Net Assets$478,827

Open 2013 Filing

Operations Trend

Revenue Growth69th percentile

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

Highlighted filing

2013

Revenue$100,728

Expenses$43,678

Net Income$57,050

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: Nov 17, 2014
Return Version: 2013v3.1

Compensation and Service Providers

Top Officer Pay90th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JACOB HERZKA	Trustee	-	$0	-	-

Filing and Contact Details

Filer

EIN: 91-2057543
Phone: 7323304070

Signing Officer

Name: Jacob Herzka
Title: Trustee
Signed: 2014-11-17
Discuss with paid preparer: Yes

Preparer

Preparer: Benjamin Berger
Phone: 2122211140

Raw XML Appendix300 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/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	187
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt	0	21660
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	478827
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	417423
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	478827
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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
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IRS990PF/Organization501c3ExemptPFInd	0	X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	22488
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	22488
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	78773
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	87026
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	87026
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	292259
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	18822
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	46579
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	82010
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	66075
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	78773
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	41310
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	18822
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	379285
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	360463
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	JACOB HERZKA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	0	1302 TWIN OAKS DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	0	LAKEWOOD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	0	NJ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode	0	08701
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	24000
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	21660
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	LOAN & EXCHANGE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	21660
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	21660
OtherDecreasesSchedule/OtherDecreasesDetail/Amount	0	1646
OtherDecreasesSchedule/OtherDecreasesDetail/Description	0	BOOK TO TAX ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	85
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	96
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	96
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	85
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	20276
TaxesSchedule/TaxesDetail/Amt	0	1627
TaxesSchedule/TaxesDetail/CategoryTxt	0	IRS
ReturnHeader/BuildTS	0	2015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JACOB HERZKA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	JACOB HERZKA CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2	0	TRUST FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	JACO
ReturnHeader/Filer/EIN	0	912057543
ReturnHeader/Filer/PhoneNum	0	7323304070
ReturnHeader/Filer/USAddress/AddressLine1	0	1302 TWIN OAKS DRIVE
ReturnHeader/Filer/USAddress/City	0	LAKEWOOD
ReturnHeader/Filer/USAddress/State	0	NJ
ReturnHeader/Filer/USAddress/ZIPCode	0	08701
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	Bernath & Rosenberg PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	1430 Broadway 7th Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	100183308
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2122211140
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Benjamin Berger
ReturnHeader/ReturnTs	0	2014-11-17T14:29:48-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $478,827
Liabilities: $0
Net assets: $478,827
Revenue: $100,728
Expenses: $43,678
Net income: $57,050

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.72	$0.00	$1.72	$0.98	$0.52	$0.46
2023Summary only. Only limited summary data is available for this year.	$1.25	$0.00		$1.26	$0.60	$0.66
2022Detailed filing. Detailed filing data is available for this year.	$0.59	$0.00	$0.59	$0.48	$0.42	$0.90
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.29	$0.00	$1.29	$0.42	$0.44	$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.31	$0.00	$1.31	$0.22	$0.30	$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.47	$0.00	$1.47	$1.20	$1.26	$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.47	$0.00	$1.47	$1.20	$0.62	$0.58
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.91	$0.00	$0.91	$0.32	$0.06	$0.26
2016Detailed filing. Detailed filing data is available for this year.	$0.64	$0.00	$0.64	$0.13	$0.06	$0.07
2015Detailed filing. Detailed filing data is available for this year.	$0.57	$0.00	$0.57	$0.17	$0.07	$0.10
2014Detailed filing. Detailed filing data is available for this year.	$0.47	$0.00	$0.47	$0.07	$0.07	$0.00
2013Detailed filing. Detailed filing data is available for this year.	$0.48	$0.00	$0.48	$0.10	$0.04	$0.06
2013Summary only. Only limited summary data is available for this year.	$0.48	$0.00		$0.10	$0.04	$0.06
2012Detailed filing. Detailed filing data is available for this year.	$0.42	$0.00	$0.42		$0.07
2011Summary only. Only limited summary data is available for this year.	$0.43	$0.00		$0.06	$0.09	$0.03