Civic Intelligence

Bershad Foundation Inc.

990PF • Fiscal year 2023 • EIN 13-6181437

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

Organization Profile
7726 Heathfield CTUniversity Park, FL 34201

(203) 984-1708

Siviq Scores

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

Liabilities / Assets

65th percentile

0.00x

Higher debt load relative to assets than 65% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

80th percentile

0.06x

Higher debt load relative to revenue than 80% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

9th percentile

-93%

Higher net margin than 9% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

57th percentile

2.7%

Faster asset growth than 57% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

63rd percentile

16%

Faster revenue growth than 63% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$275,052

Up $7,287 (+2.7%) from 2022

Net Assets

Up

$274,467

Up $7,169 (+2.7%) from 2022

Liabilities

Up

$585

Up $118 (+25%) from 2022

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin9th percentile

Revenue

Up

$9,556

Up $1,288 (+16%) from 2022

Expenses

Up

$18,428

Up $91 (+0.5%) from 2022

Net Income

Up

-$8,872

Up $1,197 (+12%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2023

Assets$275,052
Liabilities$585
Net Assets$274,467
Open 2023 Filing

Operations Trend

Revenue Growth63rd 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

2023

Revenue$9,556
Expenses$18,428
Net Income-$8,872
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

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

Filer

Filer Name
Bershad Foundation Inc
EIN
13-6181437
Phone
2039841708
Address
7726 HEATHFIELD CT, UNIVERSITY PARK, FL 34201

Signing Officer

Name
Ronnie Bershad Sachs
Title
President
Phone
2039841708
Signed
2024-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Susan J Keeton CPA Pa
Address
PO BOX 15420, SARASOTA, FL 34277
Preparer
Susan J Keeton CPA Cfe Cdfa
Phone
9413645760
Raw XML Appendix318 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/RecipientUSAddress/AddressLine1Txt2PO BOX 78851
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 5028
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02112
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt014138
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013467
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt031330
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt031330
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016250
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt031330
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt011355
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt014138
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NY STATE FORM CHAR 500
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BERNSTEIN INVESTMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CLEAR COPY OF FDN CHARTER
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0110
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11057
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2136
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11057
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2136
OtherIncreasesSchedule/OtherIncreasesDetail/Amt016041
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0OTHER INCREASES NOT INCLUDED IN LINE 2
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0362
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt1105
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO RONNIE BERSHAD SACHS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1IRS 990-PF
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0498
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt187
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ReturnHeader/Filer/EIN0136181437
ReturnHeader/Filer/PhoneNum02039841708
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ReturnHeader/Filer/USAddress/CityNm0UNIVERSITY PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034201
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203396615
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SUSAN J KEETON CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 15420
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARASOTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034277
ReturnHeader/PreparerPersonGrp/PhoneNum09413645760
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN J KEETON CPA CFE CDFA
ReturnHeader/ReturnTs02024-05-14T01:19:57-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RONNIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BERSHAD SACHS
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$275,052
Liabilities
$585
Net assets
$274,467
Revenue
$9,556
Expenses
$18,428
Net income
-$8,872
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
2023Detailed filing. Detailed filing data is available for this year.$2.75$0.01$2.74$0.10$0.18$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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