Civic Intelligence

Harry & Ida B Sher Charitable Foundation

990PF • Fiscal year 2020 • EIN 04-6074868

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 30, 2023

3589 Lakeview DriveDelray Beach, FL 33445

(561) 496-6574

Siviq Scores

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

Liabilities / Assets

77th percentile

0.08x

Higher debt load relative to assets than 77% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

99th percentile

11.21x

Higher debt load relative to revenue than 99% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

3rd percentile

-1140%

Higher net margin than 3% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

44th percentile

-0.1%

Faster asset growth than 44% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

5th percentile

-93%

Faster revenue growth than 5% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$14,759

Down $20 (-0.1%) from 2019

Net Assets

Down

$13,559

Down $1,220 (-8.3%) from 2019

Liabilities

Up

$1,200

Up $1,199 (+119900%) from 2019

Revenue

Down

$107

Down $1,428 (-93%) from 2019

Expenses

Down

$1,327

Down $103 (-7.2%) from 2019

Net Income

Down

-$1,220

Down $1,325 (-1262%) from 2019

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2011: $21,655Liabilities 2011: $0Net Assets 2011: $21,6552011Assets 2012: $19,668Liabilities 2012: $12012Assets 2013: $19,050Liabilities 2013: $0Net Assets 2013: $19,0502013Assets 2014: $16,665Liabilities 2014: $0Net Assets 2014: $16,6652014Assets 2015: $16,716Liabilities 2015: $1Net Assets 2015: $16,7162015Assets 2016: $14,847Liabilities 2016: $0Net Assets 2016: $14,8472016Assets 2017: $15,022Liabilities 2017: $0Net Assets 2017: $15,0222017Assets 2018: $14,674Liabilities 2018: $0Net Assets 2018: $14,6742018Assets 2019: $14,779Liabilities 2019: $1Net Assets 2019: $14,7792019Assets 2020: $14,759Liabilities 2020: $1,200Net Assets 2020: $13,5592020Assets 2021: $14,639Liabilities 2021: $3,5502021Assets 2022: $14,584Liabilities 2022: $3,5502022Assets 2023: $15,191Liabilities 2023: $10,3002023Assets 2024: $15,855Liabilities 2024: $12,684Net Assets 2024: $3,1712024

Highlighted filing

2020

Assets$14,759
Liabilities$1,200
Net Assets$13,559

Operations Trend

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

$10K$5.0K$0-$5.0K-$10KExpenses 2011: $5,0182011Revenue 2012: $806Expenses 2012: $2,793Net Income 2012: -$1,9872012Revenue 2013: $373Expenses 2013: $991Net Income 2013: -$6182013Revenue 2014: $182Expenses 2014: $2,567Net Income 2014: -$2,3852014Revenue 2015: $1,139Expenses 2015: $1,088Net Income 2015: $512015Revenue 2016: $317Expenses 2016: $2,186Net Income 2016: -$1,8692016Revenue 2017: $1,366Expenses 2017: $1,191Net Income 2017: $1752017Revenue 2018: $2,441Expenses 2018: $2,789Net Income 2018: -$3482018Revenue 2019: $1,535Expenses 2019: $1,430Net Income 2019: $1052019Revenue 2020: $107Expenses 2020: $1,327Net Income 2020: -$1,2202020Revenue 2021: $1Expenses 2021: $2,470Net Income 2021: -$2,4692021Revenue 2022: $300Expenses 2022: $355Net Income 2022: -$552022Revenue 2023: $607Expenses 2023: $6,750Net Income 2023: -$6,1432023Revenue 2024: $3,364Expenses 2024: $5,084Net Income 2024: -$1,7202024

Highlighted filing

2020

Revenue$107
Expenses$1,327
Net Income-$1,220
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 30, 2023
Return Version
2020v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA SHER ZALLTrustee-$0--
MARTIN SHERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Harry & Ida B Sher Charitable Foundation
EIN
04-6074868
Phone
5614966574
Address
3589 LAKEVIEW DRIVE, DELRAY BEACH, FL 33445

Signing Officer

Name
Martin Sher
Title
Trustee
Phone
5614966574
Signed
2023-08-30
Discuss with paid preparer
Yes

Preparer

Firm
Litmangerson Associates Llp
Address
1330 BOYLSTON STREET, CHESTNUT HILL, MA 02467
Preparer
Donald Cohen
Phone
6177385200
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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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SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd033445
TaxesSchedule/TaxesDetail/Amt072
TaxesSchedule/TaxesDetail/Amt135
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1STATE FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt072
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt135
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTIN SHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05614966574
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARRY & IDA B SHER CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HARR
ReturnHeader/Filer/EIN0046074868
ReturnHeader/Filer/PhoneNum05614966574
ReturnHeader/Filer/USAddress/AddressLine1Txt03589 LAKEVIEW DRIVE
ReturnHeader/Filer/USAddress/CityNm0DELRAY BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033445
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042694095
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LITMANGERSON ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01330 BOYLSTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHESTNUT HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002467
ReturnHeader/PreparerPersonGrp/PhoneNum06177385200
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD COHEN
ReturnHeader/ReturnTs02023-10-25T14:41:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARTIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.9$12.7$3.17$3.36$5.08$1.72
2023Detailed filing. Detailed filing data is available for this year.$15.2$10.3$0.61$6.75$6.14
2022Detailed filing. Detailed filing data is available for this year.$14.6$3.55$0.30$0.36$0.06
2021Detailed filing. Detailed filing data is available for this year.$14.6$3.55$0.00$2.47$2.47
2020Detailed filing. Detailed filing data is available for this year.$14.8$1.20$13.6$0.11$1.33$1.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.8$0.00$14.8$1.54$1.43$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.7$0.00$14.7$2.44$2.79$0.35
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.0$0.00$15.0$1.37$1.19$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.8$0.00$14.8$0.32$2.19$1.87
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.7$0.00$16.7$1.14$1.09$0.05
2014Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$0.18$2.57$2.39
2013Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$0.37$0.99$0.62
2012Summary only. Only limited summary data is available for this year.$19.7$0.00$0.81$2.79$1.99
2011Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$5.02