Civic Intelligence

Edward Gorey Charitable Trust

990PF • Fiscal year 2023 • EIN 02-0590852

Jan 01, 2023 to Dec 31, 2023 • Filed on May 07, 2024

Organization Profile
7 Times SquareNew York, NY 10036

(212) 326-0862

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2023 filings • NTEE A • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.03x

Higher debt load relative to revenue than 32% of similar nonprofits.

2023 filings • NTEE A • $1M-$5M nonprofits • Source year 2023

Net Margin

27th percentile

-14%

Higher net margin than 27% of similar nonprofits.

2023 filings • NTEE A • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2023 filings • NTEE A • $1M-$5M nonprofits • Source year 2023

Asset Growth

35th percentile

-1.1%

Faster asset growth than 35% of similar nonprofits.

2023 filings • NTEE A • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

68th percentile

26%

Faster revenue growth than 68% of similar nonprofits.

2023 filings • NTEE A • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$4,955,207

Down $56,935 (-1.1%) from 2022

Net Assets

Down

$4,940,905

Down $62,756 (-1.3%) from 2022

Liabilities

Up

$14,302

Up $5,821 (+69%) from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin27th percentile

Revenue

Up

$462,746

Up $95,268 (+26%) from 2022

Expenses

Up

$525,502

Up $173,345 (+49%) from 2022

Net Income

Down

-$62,756

Down $78,077 (-510%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,949,913Liabilities 2010: $0Net Assets 2010: $4,949,9132010Assets 2011: $4,920,311Liabilities 2011: $1,000Net Assets 2011: $4,919,3112011Assets 2012: $4,933,026Liabilities 2012: $0Net Assets 2012: $4,933,0262012Assets 2013: $4,907,690Liabilities 2013: $0Net Assets 2013: $4,907,6902013Assets 2014: $4,910,706Liabilities 2014: $1Net Assets 2014: $4,910,7062014Assets 2015: $4,870,844Liabilities 2015: $1Net Assets 2015: $4,870,8442015Assets 2016: $4,871,449Liabilities 2016: $0Net Assets 2016: $4,871,4492016Assets 2017: $4,848,692Liabilities 2017: $0Net Assets 2017: $4,848,6922017Assets 2018: $4,843,869Liabilities 2018: $0Net Assets 2018: $4,843,8692018Assets 2019: $4,853,905Liabilities 2019: $0Net Assets 2019: $4,853,9052019Assets 2020: $4,848,918Liabilities 2020: $9,6652020Assets 2021: $4,992,386Liabilities 2021: $4,0462021Assets 2022: $5,012,142Liabilities 2022: $8,481Net Assets 2022: $5,003,6612022Assets 2023: $4,955,207Liabilities 2023: $14,302Net Assets 2023: $4,940,9052023Assets 2024: $4,940,928Liabilities 2024: $18,166Net Assets 2024: $4,922,7622024

Highlighted filing

2023

Assets$4,955,207
Liabilities$14,302
Net Assets$4,940,905
Open 2023 Filing

Operations Trend

Revenue Growth68th percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $229,5852010Expenses 2011: $296,1192011Expenses 2012: $200,0842012Revenue 2013: $150,395Expenses 2013: $175,731Net Income 2013: -$25,3362013Revenue 2014: $197,658Expenses 2014: $194,642Net Income 2014: $3,0162014Revenue 2015: $125,705Expenses 2015: $165,567Net Income 2015: -$39,8622015Revenue 2016: $227,288Expenses 2016: $226,683Net Income 2016: $6052016Revenue 2017: $146,331Expenses 2017: $169,088Net Income 2017: -$22,7572017Revenue 2018: $162,754Expenses 2018: $167,577Net Income 2018: -$4,8232018Revenue 2019: $168,009Expenses 2019: $157,973Net Income 2019: $10,0362019Revenue 2020: $255,294Expenses 2020: $269,946Net Income 2020: -$14,6522020Revenue 2021: $678,567Expenses 2021: $529,480Net Income 2021: $149,0872021Revenue 2022: $367,478Expenses 2022: $352,157Net Income 2022: $15,3212022Revenue 2023: $462,746Expenses 2023: $525,502Net Income 2023: -$62,7562023Revenue 2024: $422,061Expenses 2024: $440,204Net Income 2024: -$18,1432024

Highlighted filing

2023

Revenue$462,746
Expenses$525,502
Net Income-$62,756
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 7, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC SHERMANCo Trustee-$0--
R ANDREW BOOSECo Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Edward Gorey Charitable Trust
EIN
02-0590852
Phone
2123260862
Address
7 TIMES SQUARE, NEW YORK, NY 10036

Signing Officer

Name
Eric Sherman
Title
Co Trustee
Phone
2126036408
Signed
2024-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Kkm CPA Associates Pllc
Address
100 RING RD STE 300, GARDEN CITY, NY 11530
Preparer
Ravi Badlani CPA
Phone
5166635990
Raw XML Appendix327 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/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0108835
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0108835
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0108835
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0855
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt110000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt238950
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt33796980
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt4750000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt5100000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt626500
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt7100000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt825125
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt921145
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0JEWELRY
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1FURNITURE, FURNISHING & PERSONAL EFF
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2E.GOREY PERSONAL LIBRARY
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3E.GOREY ORIGINAL WORKS OF ART & ARCH
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4PUBLISHING RIGHTS (INCLUDING COPYRIG
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc5OTHER RIGHTS INCLUDING FINE ART REPR
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc6OTHER ORIGINAL FINE ART BY ARTISTS O
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc7ADDTL OBJECTS INCLUDING EDITIONS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc8BOOKS LETTER & ART WORK
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc9SECURITY DEPOSIT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0855
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt110000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt238950
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt33796980
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt4750000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt5100000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt626500
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt7100000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt825125
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt921145
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0427
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt15000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt219475
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt31898490
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt4375000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt550000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt626500
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt750000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt825125
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt921145
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4TELEPHONE & INTERNET
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5RENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6PRINTING & COPYING
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt117869
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21401
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt352719
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt43131
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0270124
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt117869
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt226423
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt31401
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt452719
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt53131
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0270124
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt117869
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt226423
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31401
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt452719
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt53131
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ROYALTY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ROYALTY INCOME - E. GOREY LLC
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt03500
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1343139
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt234179
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03500
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1343139
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt234179
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt08481
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt014302
TaxesSchedule/TaxesDetail/Amt02500
TaxesSchedule/TaxesDetail/CategoryTxt0OTHER TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt02500
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC SHERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02126036408
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDWARD GOREY CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O PRYOR CASHMAN ATT ERIC SHERMAN
ReturnHeader/Filer/BusinessNameControlTxt0EDWA
ReturnHeader/Filer/EIN0020590852
ReturnHeader/Filer/PhoneNum02123260862
ReturnHeader/Filer/USAddress/AddressLine1Txt07 TIMES SQUARE
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010036
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273121426
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KKM CPA ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 RING RD STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GARDEN CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011530
ReturnHeader/PreparerPersonGrp/PhoneNum05166635990
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAVI BADLANI CPA
ReturnHeader/ReturnTs02024-05-14T18:33:44-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ERIC
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHERMAN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,955,207
Liabilities
$14,302
Net assets
$4,940,905
Revenue
$462,746
Expenses
$525,502
Net income
-$62,756
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.94$0.02$4.92$0.42$0.44$0.02
2023Detailed filing. Detailed filing data is available for this year.$4.96$0.01$4.94$0.46$0.53$0.06
2022Detailed filing. Detailed filing data is available for this year.$5.01$0.01$5.00$0.37$0.35$0.02
2021Detailed filing. Detailed filing data is available for this year.$4.99$0.00$0.68$0.53$0.15
2020Detailed filing. Detailed filing data is available for this year.$4.85$0.01$0.26$0.27$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.85$0.00$4.85$0.17$0.16$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.84$0.00$4.84$0.16$0.17$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.85$0.00$4.85$0.15$0.17$0.02
2016Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.23$0.23$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.87$0.00$4.87$0.13$0.17$0.04
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.91$0.00$4.91$0.20$0.19$0.00
2013Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.15$0.18$0.03
2012Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.20
2011Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$0.30
2010Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.23