Civic Intelligence

The Lawrence Foundation

EIN 13-2880731 • New York, NY

575 Lexington Ave 34th FLNew York, NY 10022
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

13th percentile

0.00x

Higher debt load relative to revenue than 13% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Net Margin

71st percentile

21%

Higher net margin than 71% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Top Officer Pay

43rd percentile

$248,058

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

$50M-$100M nonprofits • Source year 2024

Asset Growth

34th percentile

1.6%

Faster asset growth than 34% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

20%

Faster revenue growth than 67% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Assets

Up

$76,480,854

Up $1,195,081 (+1.6%) from 2023

Liabilities

Down

$217

Down $465 (-68%) from 2023

Net Assets

Up

$76,480,637

Up $1,195,546 (+1.6%) from 2023

Revenue

Up

$5,650,678

Up $947,524 (+20%) from 2023

Expenses

Up

$4,455,132

Up $153,637 (+3.6%) from 2023

Net Income

Up

$1,195,546

Up $793,887 (+198%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80M$60M$40M$20M$0Assets 2011: $1,123,385Liabilities 2011: $02011Assets 2012: $1,108,839Liabilities 2012: $02012Assets 2013: $1,086,595Liabilities 2013: $02013Assets 2014: $1,101,168Liabilities 2014: $02014Assets 2015: $1,087,413Liabilities 2015: $02015Assets 2019: $75,822,706Liabilities 2019: $442019Assets 2020: $75,674,314Liabilities 2020: $309Net Assets 2020: $75,674,0052020Assets 2021: $74,293,520Liabilities 2021: $1,632Net Assets 2021: $74,291,8882021Assets 2022: $74,883,862Liabilities 2022: $430Net Assets 2022: $74,883,4322022Assets 2023: $75,285,773Liabilities 2023: $682Net Assets 2023: $75,285,0912023Assets 2024: $76,480,854Liabilities 2024: $217Net Assets 2024: $76,480,6372024

Highlighted filing

2024

Assets$76,480,854
Liabilities$217
Net Assets$76,480,637

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $31,067Expenses 2011: $61,394Net Income 2011: -$30,3272011Revenue 2012: $46,482Expenses 2012: $61,028Net Income 2012: -$14,5462012Revenue 2013: $38,196Expenses 2013: $60,440Net Income 2013: -$22,2442013Revenue 2014: $73,872Expenses 2014: $59,299Net Income 2014: $14,5732014Revenue 2015: $47,334Expenses 2015: $61,089Net Income 2015: -$13,7552015Revenue 2019: $5,420,467Expenses 2019: $3,161,787Net Income 2019: $2,258,6802019Revenue 2020: $4,007,873Expenses 2020: $4,156,530Net Income 2020: -$148,6572020Revenue 2021: $2,659,172Expenses 2021: $4,041,289Net Income 2021: -$1,382,1172021Revenue 2022: $4,985,867Expenses 2022: $4,404,684Net Income 2022: $581,1832022Revenue 2023: $4,703,154Expenses 2023: $4,301,495Net Income 2023: $401,6592023Revenue 2024: $5,650,678Expenses 2024: $4,455,132Net Income 2024: $1,195,5462024

Highlighted filing

2024

Revenue$5,650,678
Expenses$4,455,132
Net Income$1,195,546

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 29, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAWRENCE BERNSTEINTrustee/Exec DirectorFT$228,036$20,022$248,058
AUDREY BERNSTEINTrustee/Director Of ProgramsPT$86,612$16,991$103,603
LAURA J BERNSTEINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Lawrence Foundation
EIN
13-2880731
Phone
5165260181
Address
575 LEXINGTON AVE 34TH FL, NEW YORK, NY 10022

Signing Officer

Name
Lawrence Bernstein
Title
Trustee
Phone
5165260181
Signed
2025-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Hertz Herson CPA Llp
Address
575 LEXINGTON AVENUE, NEW YORK, NY 10022
Preparer
Brian J Gloznek
Phone
2126867160
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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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm140000 BRISTOL MYERS SQUIBB CO; 6.8%, 11/15/2026
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm250000 JOHN DEERE CAPITAL CORP, 3.40%, 06/06/2025
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm350000 CISCO SYSTEMS INC, 2.95%, 02/28/2026
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm450000 PROCTOR & GAMBLE CO., 2.8%, 03/25/2027
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm525000 WALT DISNEY COMPANY, 7.43%, 10/01/2026
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm650000 CATEPILLAR, 3.40%,05/13/2025
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm775000 MERCK & CO., 5.95%, 12/01/2028
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm850000 PROGRESSIVE CORP., 2.45%, 01/15/2027
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm975000 UNITED HEALTH GROUP, 3.875%, 12/15/2028
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1050000 BRISTOL MYERS SQUIBB CO, 3.25%, 02/27/2027
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1175000 WALT DISNEY COMPANY, 3.8%, 03/22/2030
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1245000 TARGET CORP. 6.35%, 11/01/2032
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1375000 METLIFE, INC., 6.50%, 12/15/2032
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1425000 MORGAN STANLEY, 7.25%, 04/01/2032
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1525000 PROGRESSIVE CORP., 6.625%, 03/01/2029
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1635000 TARGET CORP., 2.50%, 04/15/2026
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1750000 DEERE & CO., 5.375%, 10/16/2029
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1825000 PROGRESSIVE CORP., 6.625%, 03/01/2029
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1925000 THE PROCTOR & GAMBLE CO' 3.00%, 5/25/2032
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2065000 FLORIDA POWER & LIGHT, 5.95%,10/01/2033
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2125000 FLORIDA POWER & LIGHT, 5.625%,04/01/2034
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2235000 SCHERING PLOUGH, 6.50%, 12/01/2033
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2325000 UNITED HEALTH GROUP, 2.00%, 05/15/2030
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2425000 WALMART STORES, 7.55%, 02/15/2030
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25ACCRUED INTEREST
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm261000000 NORTHERN TRUST CORP., 3.950%, 10/30/2025
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm27500000 BROOKFIELD INC, 4.250%, 06/02/2026
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm28500000 AMGEN INC. 3.20%, 11/02/2027
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm29500000 MORGAN STANLEY, 3.875%, 01/27/2026
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm30500000 BANK OF AMERICA, 3.248%, 10/21/2027
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm31500000 CITIGROUP 4.60%, 08/16/2027
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm32500000 JP MORGAN CHASE, 4.90%, 09/23/2026
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm331000000 AMERICAN EXPRESS CO., 4.20%, 11/06/2025
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm341000000 TSMC ARIZONA CORP., 3.875%, 04/22/2027
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm351000000 BOSTON PROPERTIES, 6.750%, 12/01/2027
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm361000000 TOYOTA 5.45 % - 11/10/27.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm371000000 STANLEY BLACK AND DECKER -3/6/28.
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm441000000 PUBLIC STORAGE, 5.125%, 01/15/2029
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm48125000 CITIGROUP GLOBAL MARKETS 4.6%, 08/30/2027
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm491000000 REALTY INCOME CORP, 4.850%, 03/15/2030
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm501000000 KEURIG DR PEPPER INC., 5.20%, 03/15/2031
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm51500000 ALEXANDRIA REAL ESTATE, 4.90%, 12/15/2030
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm521000000 INTERCONTINENTAL EXCHANGE INC, 5.25%,06/15/2031
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm531000000 AON NORTH AMERICA INC., 5.30%, 03/01/2031
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm541000000 CVS HEALTH CORP, 5.15%, 02/21/2030
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm55ACCRUED INTEREST
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm56500000 CIGNA CORP, 4.125%,11/15/2025,
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm57922000 MARRIOTT INT'L INC 5.750%,05/01/2025
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm581000000 JP MORGAN CHASE & CO, ZERO COUPON, 04/28/2034
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm59I SHARES TRUST
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm60ACCRUED INTEREST
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6147000 BLACKROCK ULTRA SHORT TERM BOND ETF
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