Civic Intelligence

Jacob Herzka Charitable Trust Foundation

990PF • Fiscal year 2017 • EIN 91-2057543

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 08, 2018

Organization Profile
1302 Twin Oak DriveLakewood, NJ 08701

(732) 330-4070

Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

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

2017 filings • NTEE T • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

76th percentile

0.00x

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

2017 filings • NTEE T • $500k-$1M nonprofits • Source year 2017

Net Margin

91st percentile

82%

Higher net margin than 91% of similar nonprofits.

2017 filings • NTEE T • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2017 filings • NTEE T • $500k-$1M nonprofits • Source year 2017

Asset Growth

91st percentile

42%

Faster asset growth than 91% of similar nonprofits.

2017 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

81st percentile

144%

Faster revenue growth than 81% of similar nonprofits.

2017 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$906,121

Up $269,498 (+42%) from 2016

Net Assets

Up

$906,121

Up $269,498 (+42%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin91st percentile

Revenue

Up

$315,334

Up $186,334 (+144%) from 2016

Expenses

Down

$55,819

Down $1,482 (-2.6%) from 2016

Net Income

Up

$259,515

Up $187,816 (+262%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $427,230Liabilities 2011: $02011Assets 2012: $417,423Liabilities 2012: $0Net Assets 2012: $417,4232012Assets 2013: $478,827Liabilities 2013: $12013Assets 2014: $472,026Liabilities 2014: $0Net Assets 2014: $472,0262014Assets 2015: $568,218Liabilities 2015: $0Net Assets 2015: $568,2182015Assets 2016: $636,623Liabilities 2016: $0Net Assets 2016: $636,6232016Assets 2017: $906,121Liabilities 2017: $0Net Assets 2017: $906,1212017Assets 2018: $1,468,708Liabilities 2018: $0Net Assets 2018: $1,468,7082018Assets 2019: $1,467,599Liabilities 2019: $0Net Assets 2019: $1,467,5992019Assets 2020: $1,305,639Liabilities 2020: $0Net Assets 2020: $1,305,6392020Assets 2021: $1,286,583Liabilities 2021: $0Net Assets 2021: $1,286,5832021Assets 2022: $594,699Liabilities 2022: $0Net Assets 2022: $594,6992022Assets 2023: $1,252,323Liabilities 2023: $12023Assets 2024: $1,715,421Liabilities 2024: $0Net Assets 2024: $1,715,4212024

Highlighted filing

2017

Assets$906,121
Liabilities$0
Net Assets$906,121
Open 2017 Filing

Operations Trend

Revenue Growth81st percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $60,592Expenses 2011: $94,211Net Income 2011: -$33,6192011Expenses 2012: $67,7322012Revenue 2013: $100,728Expenses 2013: $43,678Net Income 2013: $57,0502013Revenue 2014: $69,953Expenses 2014: $73,362Net Income 2014: -$3,4092014Revenue 2015: $172,375Expenses 2015: $70,542Net Income 2015: $101,8332015Revenue 2016: $129,000Expenses 2016: $57,301Net Income 2016: $71,6992016Revenue 2017: $315,334Expenses 2017: $55,819Net Income 2017: $259,5152017Revenue 2018: $1,204,350Expenses 2018: $622,780Net Income 2018: $581,5702018Revenue 2019: $1,198,193Expenses 2019: $1,255,625Net Income 2019: -$57,4322019Revenue 2020: $222,172Expenses 2020: $304,132Net Income 2020: -$81,9602020Revenue 2021: $419,306Expenses 2021: $438,362Net Income 2021: -$19,0562021Revenue 2022: -$482,327Expenses 2022: $416,329Net Income 2022: -$898,6562022Revenue 2023: $1,260,001Expenses 2023: $602,377Net Income 2023: $657,6242023Revenue 2024: $984,298Expenses 2024: $521,200Net Income 2024: $463,0982024

Highlighted filing

2017

Revenue$315,334
Expenses$55,819
Net Income$259,515
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 8, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACOB HERZKATrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jacob Herzka Charitable
EIN
91-2057543
Phone
7323304070
Address
1302 TWIN OAK DRIVE, LAKEWOOD, NJ 08701

Signing Officer

Name
Jacob Herzka
Title
Trustee
Signed
2018-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Bernath & Rosenberg PC
Address
1430 Broadway 7th Floor, New York, NY 10018-3308
Preparer
Benjamin Berger
Phone
2122211140
Raw XML Appendix354 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0YESHIVAS RADIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1VARIOUS CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2CONG ZICHRON YISROEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3CONGREGATION ZICHRON REFOEL INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4YESHIVA ORCHOS CHAIM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5BAIS TOVA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6ZICHRON ELIYAHU INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Shiras Devora High School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt012 KLETSK HILL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1LAKEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2121 E 9TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3309 DEWEY AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 963
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5555 OAK STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6657 E 7TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7575 OAK STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LAKEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LAKEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LAKEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LAKEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LAKEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5LAKEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6BROOKLYN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7LAKEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd008701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd108701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd208701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd308701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd408701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd508701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd611218
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd708701
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt051250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt034483
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt034483
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt024825
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt041840
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt048523
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt018822
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt046579
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt046579
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0151700
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt017690
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt024825
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt041840
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt048523
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt018822
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt052173
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt017690
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0198279
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0180589
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JACOB HERZKA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01302 TWIN OAKS DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LAKEWOOD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NJ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd008701
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0201000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt015660
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0LOAN & EXCHANGE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt015660
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt015660
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt090
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt090
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-4137
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02
OtherIncreasesSchedule/OtherIncreasesDetail/Amt09983
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK TO TAX ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt02634
TaxesSchedule/TaxesDetail/CategoryTxt0Excise tax
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JACOB HERZKA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JACOB HERZKA CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JACO
ReturnHeader/Filer/EIN0912057543
ReturnHeader/Filer/PhoneNum07323304070
ReturnHeader/Filer/USAddress/AddressLine1Txt01302 TWIN OAK DRIVE
ReturnHeader/Filer/USAddress/CityNm0LAKEWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133358774
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bernath & Rosenberg PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01430 Broadway 7th Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100183308
ReturnHeader/PreparerPersonGrp/PhoneNum02122211140
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Benjamin Berger
ReturnHeader/ReturnTs02018-11-08T05:46:53-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$906,121
Liabilities
$0
Net assets
$906,121
Revenue
$315,334
Expenses
$55,819
Net income
$259,515
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
2017Detailed filing. Detailed filing data is available for this year.$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
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