SCommunity Improvement & Capacity BuildingEIN: 760694434· Ruling Year: 2002

Herzstein Investments Inc

Houston, Texas

B+Health Score
66B+

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Good

💰
$4.3M
Total Revenue
📊
$4.3M
Total Expenses
🏦
$71.6M
Net Assets
📋
$2.1M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+19.4%
Year-over-year change (2022 → 2023)
Net Margin
0.0%
Revenue minus expenses as % of revenue
Working Capital Ratio
16.84
Net assets divided by total expenses
Liabilities-to-Assets
2.8%
Total liabilities as % of total assets

Filing History

14 filings on record
YearRevenueExpensesAssets
2023$4,254,15919%$4,254,15919%$73,675,3961%
2022$3,562,9908%$3,562,9908%$73,235,3762%
2021$3,886,6472%$3,886,6472%$72,075,67025%
2020$3,965,6402%$3,965,6402%$57,799,594
2019$3,879,21725%$3,879,21725%$57,750,1032%
2018$3,106,27521%$3,106,27521%$56,767,9222%
2017$2,563,99615%$2,563,99615%$55,479,1691%
2016$3,028,7066%$3,028,7066%$55,003,27831%
2015$3,206,60011%$3,206,60011%$42,004,4045%
2014$2,900,79931%$2,900,79931%$40,163,9314%
2013$2,207,6162%$2,207,6162%$38,469,53334%
2012$2,168,90558%$2,168,90558%$28,705,63212%
2011$5,215,099150%$5,215,099150%$32,456,05026%
2010$2,087,819$2,087,819$25,826,335

Frequently Asked Questions

What does Herzstein Investments Inc do?

Herzstein Investments Inc is a community improvement & capacity building nonprofit organization based in Texas. It is classified under NTEE code S47 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Herzstein Investments Inc financially healthy?

Based on our 9-metric Financial Health Score model, Herzstein Investments Inc has a score of 66/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Herzstein Investments Inc generate?

Herzstein Investments Inc reports $8.6M in annual revenue and holds $71.8M in total assets, based on IRS filings.

Similar Organizations

Explore more organizations in the Community Improvement & Capacity Building category, or browse all nonprofits in Texas.