Civic Intelligence

The Herzimba Foundation

990PF • Fiscal year 2024 • EIN 92-2114967

Jan 01, 2024 to Dec 31, 2024 • Filed on May 03, 2025

Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

97th percentile

86%

Higher net margin than 97% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

92nd percentile

87%

Faster asset growth than 92% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

40th percentile

-3.3%

Faster revenue growth than 40% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$469,882

Up $218,248 (+87%) from 2023

Net Assets

Up

$469,882

Up $218,248 (+87%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$254,687

Down $8,618 (-3.3%) from 2023

Expenses

Up

$36,439

Up $24,768 (+212%) from 2023

Net Income

Down

$218,248

Down $33,386 (-13%) from 2023

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2023: $251,634Liabilities 2023: $0Net Assets 2023: $251,6342023Assets 2024: $469,882Liabilities 2024: $0Net Assets 2024: $469,8822024

Highlighted filing

2024

Assets$469,882
Liabilities$0
Net Assets$469,882

Operations Trend

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

$300K$200K$100K$0Revenue 2023: $263,305Expenses 2023: $11,671Net Income 2023: $251,6342023Revenue 2024: $254,687Expenses 2024: $36,439Net Income 2024: $218,2482024

Highlighted filing

2024

Revenue$254,687
Expenses$36,439
Net Income$218,248
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 3, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ron BailorDir, VP-$0--
Janis HerschkowitzDir, Pres, Sec, Treas-$0--
L Saylor ZimmermanDir, Sec, Treas-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLEBANON VALLEY VOLUNTEERS IN MEDICINE CLINICGeneral & UnrestrictedPCLEBANON, PA, US$10,000
Paid GrantTURNING POINT WOMENS COUNSELING AND ADVOCACY CENTEGeneral & UnrestrictedPCYORK, PA, US$2,000
Filing and Contact Details

Filer

Filer Name
The HerZimBa Foundation
EIN
92-2114967
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
janis herschkowitz
Title
president
Phone
8008391754
Signed
2025-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix344 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/PersonNm0Ron Bailor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Janis Herschkowitz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2L Saylor Zimmerman
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt015218
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015218
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09841
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt028088
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt018247
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09841
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt033465
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt018247
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt028088
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09841
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Herschkowitz Janis
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0579 Lovell Ct
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Hummelstown
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd017036
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0244767
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum31
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum41
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum51
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum61
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum71
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum81
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum91
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt017641
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt112830
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt22451
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt31284
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt41673
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt56415
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt66267
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt7193694
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt81345
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt91167
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0BROADCOM INC AVGO, 110 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1BROADCOM INC AVGO, 80 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2HOWMET AEROSPACE ORD SHS HWM, 21 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3HOWMET AEROSPACE ORD SHS HWM, 11 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc4GE VERNOVA GEV, 5 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc5BROADCOM INC AVGO, 40 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc6TRANE TECHNOLOGIES PLC TT, 15 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc7NVIDIA CORP NVDA, 1440 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc8NVIDIA CORP NVDA, 10 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc9HOWMET AEROSPACE ORD SHS HWM, 10 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-11-27
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12024-11-27
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22024-11-27
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32024-11-27
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt42024-11-27
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt52024-11-27
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt62024-11-27
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt72024-11-27
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt82024-11-27
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt92024-11-27
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2TRAINING & PROFESSIONAL DVLPMT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt019780
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2295
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt019780
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2295
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01275
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1874
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Administration of Foundation
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01275
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0874
TaxesSchedule/TaxesDetail/Amt02100
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Extension for 2023
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0janis herschkowitz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The HerZimBa Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HERZ
ReturnHeader/Filer/EIN0922114967
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03333 New Hyde Park Rd Ste 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Hyde Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02025-05-09T14:49:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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