Civic Intelligence

Bershad Foundation Inc.

990PF • Fiscal year 2022 • EIN 13-6181437

Jan 01, 2022 to Dec 31, 2022 • Filed on May 11, 2023

Organization Profile
7726 Heathfield CourtUniversity Park, FL 34201

(203) 227-8876

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

78th percentile

0.06x

Higher debt load relative to revenue than 78% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

8th percentile

-122%

Higher net margin than 8% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2022

Asset Growth

20th percentile

-21%

Faster asset growth than 20% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

8th percentile

-72%

Faster revenue growth than 8% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$267,765

Down $70,074 (-21%) from 2021

Net Assets

Down

$267,298

Down $70,179 (-21%) from 2021

Liabilities

Up

$467

Up $105 (+29%) from 2021

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin8th percentile

Revenue

Down

$8,268

Down $20,834 (-72%) from 2021

Expenses

Up

$18,337

Up $211 (+1.2%) from 2021

Net Income

Down

-$10,069

Down $21,045 (-192%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$400K$300K$200K$100K$0Assets 2010: $259,980Liabilities 2010: $0Net Assets 2010: $259,9802010Assets 2011: $281,210Liabilities 2011: $362Net Assets 2011: $280,8482011Assets 2012: $287,876Liabilities 2012: $3362012Assets 2013: $297,321Liabilities 2013: $3622013Assets 2014: $307,939Liabilities 2014: $362Net Assets 2014: $307,5772014Assets 2015: $303,762Liabilities 2015: $362Net Assets 2015: $303,4002015Assets 2016: $308,781Liabilities 2016: $362Net Assets 2016: $308,4192016Assets 2017: $326,591Liabilities 2017: $362Net Assets 2017: $326,2292017Assets 2018: $306,442Liabilities 2018: $362Net Assets 2018: $306,0802018Assets 2019: $326,760Liabilities 2019: $362Net Assets 2019: $326,3982019Assets 2020: $336,641Liabilities 2020: $362Net Assets 2020: $336,2792020Assets 2021: $337,839Liabilities 2021: $362Net Assets 2021: $337,4772021Assets 2022: $267,765Liabilities 2022: $467Net Assets 2022: $267,2982022Assets 2023: $275,052Liabilities 2023: $585Net Assets 2023: $274,4672023Assets 2024: $271,841Liabilities 2024: $636Net Assets 2024: $271,2052024

Highlighted filing

2022

Assets$267,765
Liabilities$467
Net Assets$267,298
Open 2022 Filing

Operations Trend

Revenue Growth8th percentile

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

$30K$20K$10K$0-$10K-$20KExpenses 2010: $19,7582010Expenses 2011: $5,6592011Revenue 2012: $13,647Expenses 2012: $6,955Net Income 2012: $6,6922012Revenue 2013: $12,461Expenses 2013: $6,641Net Income 2013: $5,8202013Revenue 2014: $14,175Expenses 2014: $6,115Net Income 2014: $8,0602014Revenue 2015: $9,976Expenses 2015: $6,924Net Income 2015: $3,0522015Revenue 2016: $9,589Expenses 2016: $8,459Net Income 2016: $1,1302016Revenue 2017: $14,011Expenses 2017: $9,427Net Income 2017: $4,5842017Revenue 2018: $10,938Expenses 2018: $9,620Net Income 2018: $1,3182018Revenue 2019: $12,455Expenses 2019: $17,883Net Income 2019: -$5,4282019Revenue 2020: $13,389Expenses 2020: $17,351Net Income 2020: -$3,9622020Revenue 2021: $29,102Expenses 2021: $18,126Net Income 2021: $10,9762021Revenue 2022: $8,268Expenses 2022: $18,337Net Income 2022: -$10,0692022Revenue 2023: $9,556Expenses 2023: $18,428Net Income 2023: -$8,8722023Revenue 2024: $18,400Expenses 2024: $18,452Net Income 2024: -$522024

Highlighted filing

2022

Revenue$8,268
Expenses$18,337
Net Income-$10,069
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 11, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONNIE BERSHAD SACHSPresident-$0--
STACI H BACHMANSec /Treas-$0--
JILL NOVAKDirector-$0--
Filing and Contact Details

Filer

Filer Name
Bershad Foundation Inc
EIN
13-6181437
Phone
2032278876
Address
7726 HEATHFIELD COURT, UNIVERSITY PARK, FL 34201

Signing Officer

Name
Ronnie Bershad Sachs
Title
President
Phone
2032278876
Signed
2023-05-11

Preparer

Firm
Lori-nan Mihaley Pa
Address
2999 S TAMIAMI TRL SUITE 1, SARASOTA, FL 34239-5106
Preparer
Lori-nan Mihaley
Phone
9413657370
Raw XML Appendix311 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5UNRESTRICTED
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MEMORIAL SLOAN KETTERING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2AMERICAN HEART ASSOC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3JFCS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ANTI-DEFAMATION LEAGUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5JFGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0580 MCINTOSH ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 5028
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX78851
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32688 FRUITVILLE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt45295 TOWN CENTER RD 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51011 21ST E
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SARASOTA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BOCA RATON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5BRADENTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034232
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd121741
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2850628851
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd334237
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd433486
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd534208
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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/AppliedToCurrentYearAmt0670
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt015830
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014808
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt015500
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt015500
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016500
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt015500
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt014138
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt015830
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NEW YORK STATE FORM CHAR 500
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BERNSTEIN INVESTMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11087
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11087
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0362
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO RONNIE SACHS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1IRS 990-PF
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0362
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt1105
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RONNIE BERSHAD SACHS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02032278876
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERSHAD FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BERS
ReturnHeader/Filer/EIN0136181437
ReturnHeader/Filer/PhoneNum02032278876
ReturnHeader/Filer/USAddress/AddressLine1Txt07726 HEATHFIELD COURT
ReturnHeader/Filer/USAddress/CityNm0UNIVERSITY PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034201
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592728464
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LORI-NAN MIHALEY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02999 S TAMIAMI TRL SUITE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARASOTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0342395106
ReturnHeader/PreparerPersonGrp/PhoneNum09413657370
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI-NAN MIHALEY
ReturnHeader/ReturnTs02023-05-11T05:38:08-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RONNIE BERSHAD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SACHS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$267,765
Liabilities
$467
Net assets
$267,298
Revenue
$8,268
Expenses
$18,337
Net income
-$10,069
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.72$0.01$2.71$0.18$0.18$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.75$0.01$2.74$0.10$0.18$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.67$0.08$0.18$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.38$0.00$3.37$0.29$0.18$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.37$0.00$3.36$0.13$0.17$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.26$0.12$0.18$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.06$0.00$3.06$0.11$0.10$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.26$0.14$0.09$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.09$0.00$3.08$0.10$0.08$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.04$0.00$3.03$0.10$0.07$0.03
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.08$0.00$3.08$0.14$0.06$0.08
2013Summary only. Only limited summary data is available for this year.$2.97$0.00$0.12$0.07$0.06
2012Summary only. Only limited summary data is available for this year.$2.88$0.00$0.14$0.07$0.07
2011Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.06
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.60$0.00$2.60$0.20
Peer Organizations

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