Civic Intelligence

Bershad Foundation Inc.

990PF • Fiscal year 2024 • EIN 13-6181437

Jan 01, 2024 to Dec 31, 2024 • Filed on May 13, 2025

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

64th percentile

0.00x

Higher debt load relative to assets than 64% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

77th percentile

0.03x

Higher debt load relative to revenue than 77% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

42nd percentile

-0.3%

Higher net margin than 42% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

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.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

45th percentile

-1.2%

Faster asset growth than 45% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

93%

Faster revenue growth than 89% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$271,841

Down $3,211 (-1.2%) from 2023

Net Assets

Down

$271,205

Down $3,262 (-1.2%) from 2023

Liabilities

Up

$636

Up $51 (+8.7%) from 2023

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin42nd percentile

Revenue

Up

$18,400

Up $8,844 (+93%) from 2023

Expenses

Up

$18,452

Up $24 (+0.1%) from 2023

Net Income

Up

-$52

Up $8,820 (+99%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2024

Assets$271,841
Liabilities$636
Net Assets$271,205
Open 2024 Filing

Operations Trend

Revenue Growth89th 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

2024

Revenue$18,400
Expenses$18,452
Net Income-$52
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONNIE BERSHAD SACHSPresident-$0--
STACI H BACHMANSec/Treasurer-$0--
JILL NOVAKDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMEMORIAL SLOAN KETTERINGUNRESTRICTED-HAGERSTOWN, MD, US$4,000
Paid GrantADLUNRESTRICTED-NY, NY, US$3,000
Paid GrantWOUNDED WARRIOR PROJECTUNRESTRICTED-TOPEKA, KS, US$3,000
Paid GrantJEWISH FEDERATIONUNRESTRICTED-SARASOTA, FL, US$2,000
Paid GrantAMERICAN HEART ASSOCIATIONUNRESTRICTED-PHOENIX, AZ, US$2,000
Paid GrantJUST FOR GIRLSUNRESTRICTED-BRADENTON, FL, US$2,000
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
2025-05-13
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
Phone
9413645760
Raw XML Appendix309 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/Amt32000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt42000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ADL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MEMORIAL SLOAN KETTERING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2WOUNDED WARRIOR PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3JEWISH FEDERATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4AMERICAN HEART ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5JUST FOR GIRLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0605 THIRD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 5028
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 758540
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3580 MCINTOSH RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 78851
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51011 21ST ST E
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HAGERSTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2TOPEKA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5BRADENTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010158
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd121741
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd266675
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd334232
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd485062
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd534208
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016000
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/AppliedToCurrentYearAmt04645
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt011355
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013659
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt045468
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt045468
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016000
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt045468
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt09014
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt011355
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03210
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DECREASES NOT INCLUDED IN LINE 2
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NY STATE FORM CHAR 500
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BERNSTEIN INVESTMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11102
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11102
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0498
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt187
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO RONNIE BERSHAD SACHS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1IRS 990-PF
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0498
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt1138
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RONNIE BERSHAD SACHS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02039841708
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERSHAD FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BERS
ReturnHeader/Filer/EIN0136181437
ReturnHeader/Filer/PhoneNum02039841708
ReturnHeader/Filer/USAddress/AddressLine1Txt07726 HEATHFIELD CT
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/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN J KEETON CPA CFE
ReturnHeader/ReturnTs02025-05-13T07:53:03-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$271,841
Liabilities
$636
Net assets
$271,205
Revenue
$18,400
Expenses
$18,452
Net income
-$52
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
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
Peer Organizations

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