Civic Intelligence

Claire & Maurits Edersheim Foundation

EIN 13-6075353 • New Haven, CT

c/o K Priest 59 Elm StreetNew Haven, CT 06510
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

16th percentile

-20%

Higher net margin than 16% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

30th percentile

-1.3%

Faster asset growth than 30% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

101%

Faster revenue growth than 87% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$6,585,830

Down $84,098 (-1.3%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$6,585,830

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue25th percentileNet Margin16th percentile

Revenue

Up

$571,361

Up $287,655 (+101%) from 2023

Expenses

Down

$687,171

Down $216,987 (-24%) from 2023

Net Income

Up

-$115,810

Up $504,642 (+81%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$10M$5.0M$0Assets 2011: $4,931,493Liabilities 2011: $0Net Assets 2011: $4,931,4932011Assets 2012: $5,551,212Liabilities 2012: $12012Assets 2013: $5,383,365Liabilities 2013: $0Net Assets 2013: $5,383,3652013Assets 2014: $5,398,810Liabilities 2014: $12014Assets 2015: $8,469,123Liabilities 2015: $0Net Assets 2015: $8,469,1232015Assets 2017: $8,275,576Liabilities 2017: $0Net Assets 2017: $8,275,5762017Assets 2019: $7,847,328Liabilities 2019: $12019Assets 2020: $7,674,053Liabilities 2020: $0Net Assets 2020: $7,674,0532020Assets 2021: $7,439,299Liabilities 2021: $12021Assets 2022: $7,368,606Liabilities 2022: $0Net Assets 2022: $7,368,6062022Assets 2023: $6,669,928Liabilities 2023: $12023Assets 2024: $6,585,830Liabilities 2024: $0Net Assets 2024: $6,585,8302024

Highlighted filing

2024

Assets$6,585,830
Liabilities$0
Net Assets$6,585,830
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2011: $276,8472011Revenue 2012: $779,365Expenses 2012: $159,646Net Income 2012: $619,7192012Revenue 2013: $329,030Expenses 2013: $496,877Net Income 2013: -$167,8472013Revenue 2014: $354,738Expenses 2014: $339,293Net Income 2014: $15,4452014Revenue 2015: $3,606,257Expenses 2015: $535,944Net Income 2015: $3,070,3132015Revenue 2017: $343,609Expenses 2017: $259,074Net Income 2017: $84,5352017Revenue 2019: $290,890Expenses 2019: $332,387Net Income 2019: -$41,4972019Revenue 2020: $720,350Expenses 2020: $594,668Net Income 2020: $125,6822020Revenue 2021: $341,933Expenses 2021: $441,797Net Income 2021: -$99,8642021Revenue 2022: $535,786Expenses 2022: $508,565Net Income 2022: $27,2212022Revenue 2023: $283,706Expenses 2023: $904,158Net Income 2023: -$620,4522023Revenue 2024: $571,361Expenses 2024: $687,171Net Income 2024: -$115,8102024

Highlighted filing

2024

Revenue$571,361
Expenses$687,171
Net Income-$115,810
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,585,830
Liabilities
$0
Net assets
$6,585,830
Revenue
$571,361
Expenses
$687,171
Net income
-$115,810
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.57$0.69$0.12
2023Summary only. Only limited summary data is available for this year.$6.67$0.00$0.28$0.90$0.62
2022Detailed filing. Detailed filing data is available for this year.$7.37$0.00$7.37$0.54$0.51$0.03
2021Summary only. Only limited summary data is available for this year.$7.44$0.00$0.34$0.44$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.67$0.00$7.67$0.72$0.59$0.13
2019Summary only. Only limited summary data is available for this year.$7.85$0.00$0.29$0.33$0.04
2017Detailed filing. Detailed filing data is available for this year.$8.28$0.00$8.28$0.34$0.26$0.08
2015Detailed filing. Detailed filing data is available for this year.$8.47$0.00$8.47$3.61$0.54$3.07
2014Summary only. Only limited summary data is available for this year.$5.40$0.00$0.35$0.34$0.02
2013Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.33$0.50$0.17
2012Summary only. Only limited summary data is available for this year.$5.55$0.00$0.78$0.16$0.62
2011Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 28, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Terri EdersheimTreasurer-$0--
Kathy K PriestSecretary-$0--
Peggy EdersheimPresident-$0--
Filing and Contact Details

Filer

Filer Name
Claire & Maurits Edersheim Foundation
EIN
13-6075353
Phone
2038655990
Address
c/o K Priest 59 Elm Street, New Haven, CT 06510

Signing Officer

Name
Claire Edersheim
Title
President
Phone
2038655990
Signed
2025-02-28
Discuss with paid preparer
Yes

Preparer

Firm
Davis O Sullivan & Priest LLC
Address
59 ELM ST STE 540, NEW HAVEN, CT 06510
Preparer
Shawn L OSullivan
Phone
2038655990
Raw XML AppendixShowing 400 of 939 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.

Path#Value
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Terri Edersheim
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Kathy K Priest
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Peggy Edersheim
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2President
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt236 Park Avenue
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