Civic Intelligence

The Shubert Foundation Inc

990PF • Fiscal year 2023 • EIN 13-6106961

Jun 01, 2022 to May 31, 2023 • Filed on Feb 09, 2024

Organization Profile
234 West 44th StreetNew York, NY 10036

(212) 944-3777

Siviq Scores

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

Liabilities / Assets

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Source year 2023

Liabilities / Revenue

19th percentile

0.10x

Higher debt load relative to revenue than 19% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Source year 2023

Net Margin

31st percentile

-2.2%

Higher net margin than 31% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Source year 2023

Top Officer Pay

48th percentile

$556,793

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2023 filings • $250M-$1B nonprofits • Source year 2023

Asset Growth

27th percentile

-0.1%

Faster asset growth than 27% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Annualized from 2022 to 2023

Revenue Growth

13th percentile

-25%

Faster revenue growth than 13% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$670,184,655

Down $923,933 (-0.1%) from 2022

Net Assets

Down

$665,964,396

Down $1,079,626 (-0.2%) from 2022

Liabilities

Up

$4,220,259

Up $155,693 (+3.8%) from 2022

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin31st percentile

Revenue

Down

$42,965,551

Down $14,692,402 (-25%) from 2022

Expenses

Up

$43,925,896

Up $58,391 (+0.1%) from 2022

Net Income

Down

-$960,345

Down $14,750,793 (-107%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$800M$600M$400M$200M$0Assets 2011: $259,253,147Liabilities 2011: $2,027,1882011Assets 2012: $264,191,514Liabilities 2012: $2,217,8942012Assets 2013: $279,123,268Liabilities 2013: $2,407,6812013Assets 2014: $298,626,610Liabilities 2014: $2,297,4962014Assets 2015: $333,636,055Liabilities 2015: $2,571,6472015Assets 2019: $649,054,828Liabilities 2019: $2,441,3842019Assets 2020: $631,075,735Liabilities 2020: $2,827,5572020Assets 2021: $657,119,660Liabilities 2021: $3,754,205Net Assets 2021: $653,365,4552021Assets 2022: $671,108,588Liabilities 2022: $4,064,566Net Assets 2022: $667,044,0222022Assets 2023: $670,184,655Liabilities 2023: $4,220,259Net Assets 2023: $665,964,3962023Assets 2024: $677,813,037Liabilities 2024: $4,185,231Net Assets 2024: $673,627,8062024

Highlighted filing

2023

Assets$670,184,655
Liabilities$4,220,259
Net Assets$665,964,396
Open 2023 Filing

Operations Trend

Revenue Growth13th percentile

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

$100M$50M$0-$50MRevenue 2011: $27,762,457Expenses 2011: $24,738,881Net Income 2011: $3,023,5762011Revenue 2012: $31,454,339Expenses 2012: $26,503,654Net Income 2012: $4,950,6852012Revenue 2013: $42,801,840Expenses 2013: $27,708,663Net Income 2013: $15,093,1772013Revenue 2014: $49,436,587Expenses 2014: $29,621,468Net Income 2014: $19,815,1192014Revenue 2015: $66,758,073Expenses 2015: $31,824,722Net Income 2015: $34,933,3512015Revenue 2019: $49,160,201Expenses 2019: $37,239,814Net Income 2019: $11,920,3872019Revenue 2020: $18,615,846Expenses 2020: $36,551,748Net Income 2020: -$17,935,9022020Revenue 2021: $63,028,666Expenses 2021: $37,611,855Net Income 2021: $25,416,8112021Revenue 2022: $57,657,953Expenses 2022: $43,867,505Net Income 2022: $13,790,4482022Revenue 2023: $42,965,551Expenses 2023: $43,925,896Net Income 2023: -$960,3452023Revenue 2024: $54,459,431Expenses 2024: $46,683,477Net Income 2024: $7,775,9542024

Highlighted filing

2023

Revenue$42,965,551
Expenses$43,925,896
Net Income-$960,345
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Feb 9, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VICKI REISSAsst Secretary/Exec DirectorFT$486,635$70,158$556,793
DIANA PHILLIPSPresident-$100,000-$100,000
ROBERT E WANKELChairman-$0--
WYCHE FOWLER JRDirector-$0--
PAMELA NEWKIRKDirector-$0--
RICHARD J POCCIADirector-$0--
LEE J SEIDLERDirector-$0--
STUART SUBOTNICKDirector-$0--
LAURA FORESEDirector-$0--
ELLIOT H GREENETreasurer-$0--
JUAN CALVOAssistant Treasurer-$0--
GILBERT HOOVER IVSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Shubert Foundation Inc
EIN
13-6106961
In Care Of
% MR ELLIOT H GREENE
Phone
2129443777
Address
234 WEST 44TH STREET, NEW YORK, NY 10036

Signing Officer

Name
Elliot Greene
Title
Treasurer
Phone
2129443700
Signed
2024-02-09
Discuss with paid preparer
Yes

Preparer

Firm
PwC US Tax LLP
Address
2001 MARKET ST SUITE 1800, PHILADELPHIA, PA 19103
Preparer
Sapna P Vasu
Phone
2673303000
Raw XML AppendixShowing 400 of 7,702 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2ALLSTATE CORP SR 0.75% 12/15/2
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm91CITY NATL ROCHDALE FIXED INC 1
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Filings

Displayed year

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

Open filing
Assets
$670,184,655
Liabilities
$4,220,259
Net assets
$665,964,396
Revenue
$42,965,551
Expenses
$43,925,896
Net income
-$960,345
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$678$4.19$674$54.5$46.7$7.78
2023Detailed filing. Detailed filing data is available for this year.$670$4.22$666$43.0$43.9$0.96
2022Detailed filing. Detailed filing data is available for this year.$671$4.06$667$57.7$43.9$13.8
2021Detailed filing. Detailed filing data is available for this year.$657$3.75$653$63.0$37.6$25.4
2020Summary only. Only limited summary data is available for this year.$631$2.83$18.6$36.6$17.9
2019Summary only. Only limited summary data is available for this year.$649$2.44$49.2$37.2$11.9
2015Summary only. Only limited summary data is available for this year.$334$2.57$66.8$31.8$34.9
2014Summary only. Only limited summary data is available for this year.$299$2.30$49.4$29.6$19.8
2013Summary only. Only limited summary data is available for this year.$279$2.41$42.8$27.7$15.1
2012Summary only. Only limited summary data is available for this year.$264$2.22$31.5$26.5$4.95
2011Summary only. Only limited summary data is available for this year.$259$2.03$27.8$24.7$3.02