Civic Intelligence

Jacob Herzka Charitable Trust Foundation

990PF • Fiscal year 2021 • EIN 91-2057543

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization Profile
1302 Twin Oaks DriveLakewood, NJ 08701

(732) 330-4070

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

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

2021 filings • NTEE T • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

68th percentile

0.00x

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

2021 filings • NTEE T • $1M-$5M nonprofits • Source year 2021

Net Margin

31st percentile

-4.5%

Higher net margin than 31% of similar nonprofits.

2021 filings • NTEE T • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2021 filings • NTEE T • $1M-$5M nonprofits • Source year 2021

Asset Growth

26th percentile

-1.5%

Faster asset growth than 26% of similar nonprofits.

2021 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

63rd percentile

89%

Faster revenue growth than 63% of similar nonprofits.

2021 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$1,286,583

Down $19,056 (-1.5%) from 2020

Net Assets

Down

$1,286,583

Down $19,056 (-1.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin31st percentile

Revenue

Up

$419,306

Up $197,134 (+89%) from 2020

Expenses

Up

$438,362

Up $134,230 (+44%) from 2020

Net Income

Up

-$19,056

Up $62,904 (+77%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2021

Assets$1,286,583
Liabilities$0
Net Assets$1,286,583
Open 2021 Filing

Operations Trend

Revenue Growth63rd 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

2021

Revenue$419,306
Expenses$438,362
Net Income-$19,056
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay76th 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 OAKS DRIVE, LAKEWOOD, NJ 08701

Signing Officer

Name
Jacob Herzka
Title
Trustee
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Bernath & Rosenberg PC
Address
1430 Broadway 7th Floor, New York, NY 10018
Preparer
Benjamin Berger
Phone
2122211140
Raw XML Appendix322 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/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt018055
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Brooklyn
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5LAKEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6LAKEWOOD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NJ
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd008701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd108701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd208701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd308701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd411206
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd508701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd608701
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0384520
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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/AppliedToCurrentYearAmt055552
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt055552
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0204557
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01183795
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0566182
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt017690
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt024825
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt024825
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02302976
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0330752
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0204557
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01183795
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0566182
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt017690
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0386304
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0330752
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02327801
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01997049
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0CRAWFORD LAKE CAPITAL MANAGEMENT
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt015 AMERICA AVENUE SUITE 210
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LAKEWOOD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NJ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd008701
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0145000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt010660
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0LOAN & EXCHANGE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0-369340
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0-369340
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1nondeductible expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0135
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0135
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt149708
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2176
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-8675
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-4817
TaxesSchedule/TaxesDetail/Amt0255
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0255
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JACOB HERZKA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
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 OAKS DRIVE
ReturnHeader/Filer/USAddress/CityNm0LAKEWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133558774
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/ZIPCd010018
ReturnHeader/PreparerPersonGrp/PhoneNum02122211140
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Benjamin Berger
ReturnHeader/ReturnTs02022-11-14T10:32:57-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JACOB
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HERZKA
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,286,583
Liabilities
$0
Net assets
$1,286,583
Revenue
$419,306
Expenses
$438,362
Net income
-$19,056
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
2021Detailed filing. Detailed filing data is available for this year.$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
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