Civic Intelligence

Marsha Lilien Gladstein Foundation

990PF • Fiscal year 2021 • EIN 06-1581875

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 31, 2022

28 Edgewood DriveGreenwich, CT 06831

(203) 658-0093

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

84th percentile

53%

Higher net margin than 84% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

27th percentile

$15,000

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

55th percentile

10%

Faster asset growth than 55% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

94th percentile

295%

Faster revenue growth than 94% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Assets

Up

$12,829,369

Up $1,210,191 (+10%) from 2020

Net Assets

Up

$12,829,369

Up $1,211,191 (+10%) from 2020

Liabilities

Down

$0

Down $1,000 (-100%) from 2020

Revenue

Up

$1,569,787

Up $1,172,011 (+295%) from 2020

Expenses

Down

$733,323

Down $158,746 (-18%) from 2020

Net Income

Up

$836,464

Up $1,330,757 (+269%) from 2020

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $8,800,951Liabilities 2011: $02011Assets 2012: $9,259,608Liabilities 2012: $02012Assets 2013: $10,495,196Liabilities 2013: $02013Assets 2014: $10,306,127Liabilities 2014: $02014Assets 2015: $9,895,135Liabilities 2015: $02015Assets 2018: $9,446,703Liabilities 2018: $0Net Assets 2018: $9,446,7032018Assets 2019: $10,614,652Liabilities 2019: $0Net Assets 2019: $10,614,6522019Assets 2020: $11,619,178Liabilities 2020: $1,000Net Assets 2020: $11,618,1782020Assets 2021: $12,829,369Liabilities 2021: $0Net Assets 2021: $12,829,3692021Assets 2022: $10,863,493Liabilities 2022: $15,000Net Assets 2022: $10,848,4932022Assets 2023: $10,595,037Liabilities 2023: $0Net Assets 2023: $10,595,0372023Assets 2024: $11,430,783Liabilities 2024: $1,437Net Assets 2024: $11,429,3462024

Highlighted filing

2021

Assets$12,829,369
Liabilities$0
Net Assets$12,829,369

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,170,207Expenses 2011: $527,674Net Income 2011: $642,5332011Revenue 2012: $159,948Expenses 2012: $381,262Net Income 2012: -$221,3142012Revenue 2013: $3,485,724Expenses 2013: $387,612Net Income 2013: $3,098,1122013Revenue 2014: $419,870Expenses 2014: $521,281Net Income 2014: -$101,4112014Revenue 2015: $298,576Expenses 2015: $793,004Net Income 2015: -$494,4282015Revenue 2018: $695,784Expenses 2018: $635,769Net Income 2018: $60,0152018Revenue 2019: $753,240Expenses 2019: $701,820Net Income 2019: $51,4202019Revenue 2020: $397,776Expenses 2020: $892,069Net Income 2020: -$494,2932020Revenue 2021: $1,569,787Expenses 2021: $733,323Net Income 2021: $836,4642021Revenue 2022: $164,009Expenses 2022: $711,530Net Income 2022: -$547,5212022Revenue 2023: $92,967Expenses 2023: $1,404,317Net Income 2023: -$1,311,3502023Revenue 2024: $949,495Expenses 2024: $904,771Net Income 2024: $44,7242024

Highlighted filing

2021

Revenue$1,569,787
Expenses$733,323
Net Income$836,464
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 31, 2022
Return Version
2021v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFF GLADSTEINTrustee-$15,000-$15,000
MINDY A GRAFSTEINTrustee-$15,000-$15,000
GARY GLADSTEINTrustee-$0--
PHYLLIS GLADSTEINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Marsha Lilien Gladstein Foundation
EIN
06-1581875
Phone
2036580093
Address
28 EDGEWOOD DRIVE, GREENWICH, CT 06831

Signing Officer

Name
Jeff Gladstein
Title
Trustee
Phone
2036580093
Signed
2022-08-31
Discuss with paid preparer
Yes

Preparer

Firm
Tobin & Co Cpas Pc
Address
2500 WESTCHESTER AVE, PURCHASE, NY 10577
Preparer
Frank a Salandra
Phone
9143813503
Raw XML Appendix365 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/USAddress/StateAbbreviationCd1NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd006831
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd107746
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd233432
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd333432
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0682990
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0682990
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignCountryCd0EI
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JEFF GLADSTEIN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt028 EDGEWOOD DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GREENWICH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006831
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02036580093
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MINDY GRAFSTEIN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02036580093
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt016 CASTLEHILL DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MARLBORO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd007746
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0GARY GLADSTEIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0652990
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GREENWICH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006830
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0652990
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt0580753
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0580753
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0314753
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0158638
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0122160
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0160605
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0858393
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0102237
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0314753
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0158638
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0122160
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0160605
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0682990
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0102237
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0858393
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0756156
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt019880
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt152375
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0SCHWAB REIT ASSETS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1SUN TRUST BROKERAGE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2ADVANTAGE INSURANCE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt055202
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1531250
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt055202
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1531250
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1EAST SIDE CAPITAL, LP K1 INTE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2EAST SIDE CAPITAL, LP K1 PORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3SOLEUS CAPITAL LP K1 OTHER DE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0697
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt121035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt23833
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0697
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt121035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23833
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MW EUREKA
OtherIncomeSchedule2/OtherIncomeDetail/Desc1OTHER INCOME - SOLEUS CAPITAL
OtherIncomeSchedule2/OtherIncomeDetail/Desc2OTHER MISC REVENUE
OtherIncomeSchedule2/OtherIncomeDetail/Desc3SOLEUS CAPITAL
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0232313
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt147482
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2692
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0232313
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt147482
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2692
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3-10124
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0374727
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN
TaxesSchedule/TaxesDetail/Amt04768
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04768
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF GLADSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02036580093
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARSHA LILIEN GLADSTEIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARS
ReturnHeader/Filer/EIN0061581875
ReturnHeader/Filer/PhoneNum02036580093
ReturnHeader/Filer/USAddress/AddressLine1Txt028 EDGEWOOD DRIVE
ReturnHeader/Filer/USAddress/CityNm0GREENWICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006831
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133632313
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TOBIN & CO CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02500 WESTCHESTER AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PURCHASE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010577
ReturnHeader/PreparerPersonGrp/PhoneNum09143813503
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK A SALANDRA
ReturnHeader/ReturnTs02022-09-08T13:03:50-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEFF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GLADSTEIN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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