Civic Intelligence

The Susan and Bart Shuldman Foundation

EIN 20-2005393 • Key Largo, FL

24 Dockside Lane Pmb 164Key Largo, FL 33037
Siviq Scores

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

Liabilities / Assets

64th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

72nd percentile

0.01x

Higher debt load relative to revenue than 72% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

25th percentile

-20%

Higher net margin than 25% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

54th percentile

-0.2%

Faster asset growth than 54% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

100th percentile

9464%

Faster revenue growth than 100% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$112,000

Down $196 (-0.2%) from 2023

Liabilities

Up

$11

Up $11 from 2023

Net Assets

Down

$111,989

Down $207 (-0.2%) from 2023

Operations
Liabilities / Revenue72nd percentileNet Margin25th percentile

Revenue

Up

$1,052

Up $1,041 (+9464%) from 2023

Expenses

Up

$1,259

Up $1,050 (+502%) from 2023

Net Income

Down

-$207

Down $9 (-4.5%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

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

$150K$100K$50K$0Assets 2010: $113,141Liabilities 2010: $0Net Assets 2010: $113,1412010Assets 2011: $112,003Liabilities 2011: $0Net Assets 2011: $112,0032011Assets 2012: $112,303Liabilities 2012: $0Net Assets 2012: $112,3032012Assets 2013: $113,653Liabilities 2013: $0Net Assets 2013: $113,6532013Assets 2014: $113,628Liabilities 2014: $02014Assets 2015: $113,178Liabilities 2015: $02015Assets 2016: $113,053Liabilities 2016: $0Net Assets 2016: $113,0532016Assets 2017: $112,578Liabilities 2017: $0Net Assets 2017: $112,5782017Assets 2018: $112,503Liabilities 2018: $0Net Assets 2018: $112,5032018Assets 2019: $113,980Liabilities 2019: $0Net Assets 2019: $113,9802019Assets 2020: $117,716Liabilities 2020: $0Net Assets 2020: $117,7162020Assets 2021: $112,598Liabilities 2021: $0Net Assets 2021: $112,5982021Assets 2022: $112,394Liabilities 2022: $0Net Assets 2022: $112,3942022Assets 2023: $112,196Liabilities 2023: $0Net Assets 2023: $112,1962023Assets 2024: $112,000Liabilities 2024: $11Net Assets 2024: $111,9892024

Highlighted filing

2024

Assets$112,000
Liabilities$11
Net Assets$111,989
Open 2024 Filing

Operations Trend

Revenue Growth100th percentile

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

$10K$5.0K$0-$5.0K-$10KExpenses 2010: $2,5522010Expenses 2011: $1,9972011Expenses 2012: $1,2502012Revenue 2013: $2,850Expenses 2013: $1,500Net Income 2013: $1,3502013Revenue 2014: $2,800Expenses 2014: $2,825Net Income 2014: -$252014Revenue 2015: $2,850Expenses 2015: $3,400Net Income 2015: -$5502015Revenue 2016: $2,850Expenses 2016: $2,975Net Income 2016: -$1252016Revenue 2017: $2,475Expenses 2017: $2,950Net Income 2017: -$4752017Revenue 2018: $3,050Expenses 2018: $3,125Net Income 2018: -$752018Revenue 2019: $3,050Expenses 2019: $1,573Net Income 2019: $1,4772019Revenue 2020: $10,000Expenses 2020: $6,264Net Income 2020: $3,7362020Revenue 2021: $0Expenses 2021: $5,118Net Income 2021: -$5,1182021Revenue 2022: $5Expenses 2022: $209Net Income 2022: -$2042022Revenue 2023: $11Expenses 2023: $209Net Income 2023: -$1982023Revenue 2024: $1,052Expenses 2024: $1,259Net Income 2024: -$2072024

Highlighted filing

2024

Revenue$1,052
Expenses$1,259
Net Income-$207
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$112,000
Liabilities
$11
Net assets
$111,989
Revenue
$1,052
Expenses
$1,259
Net income
-$207
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.01$0.01$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.00$0.00$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.00$0.05$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$0.10$0.06$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.00$1.14$0.03$0.02$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.03$0.03$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.02$0.03$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.03$0.03$0.00
2015Summary only. Only limited summary data is available for this year.$1.13$0.00$0.03$0.03$0.01
2014Summary only. Only limited summary data is available for this year.$1.14$0.00$0.03$0.03$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.03$0.02$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.01
2011Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.02
2010Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BART SHULDMANPresident/Director/Secretary-$0--
SUSAN LEVY SHULDMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Susan and Bart Shuldman Foundation
EIN
20-2005393
Phone
2038596880
Address
24 DOCKSIDE LANE PMB 164, KEY LARGO, FL 33037

Signing Officer

Name
Bart Shuldman
Title
President
Phone
2038596880
Signed
2025-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Eisner Advisory Group LLC
Address
111 WOOD AVENUE SOUTH, ISELIN, NJ 08830-2700
Preparer
Daniel Gibson
Phone
7322437000
Raw XML Appendix275 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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AccountingFeesSchedule/AccountingFeesDetail/Amt01050
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0112000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt020450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm05000 SHARES TRANSACT TECHNOLOGIES INCORPORATED (TACT)
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt02
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01052
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0111989
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0111989
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01196
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01196
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01196
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01196
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IRS990PF/DistributableAmountGrp/TotalTaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
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IRS990PF/FMVAssetsEOYAmt020450
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IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0196
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0112196
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUSAN LEVY SHULDMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/DIRECTOR/SECRETARY
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1SUSAN LEVY SHULDMAN
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0793
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01196
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0793
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0BART SHULDMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1SUSAN LEVY SHULDMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt024 DOCKSIDE LANE PMB 164
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt124 DOCKSIDE LANE PMB 164
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0KEY LARGO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1KEY LARGO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033037
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd133037
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0525
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1525
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CASH OVERDRAFT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt011
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0209
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0209
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BART SHULDMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02038596880
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SUSAN AND BART SHULDMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SUSA
ReturnHeader/Filer/EIN0202005393
ReturnHeader/Filer/PhoneNum02038596880
ReturnHeader/Filer/USAddress/AddressLine1Txt024 DOCKSIDE LANE PMB 164
ReturnHeader/Filer/USAddress/CityNm0KEY LARGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033037
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0871353108
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EISNER ADVISORY GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 WOOD AVENUE SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ISELIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0088302700
ReturnHeader/PreparerPersonGrp/PhoneNum07322437000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL GIBSON
ReturnHeader/ReturnTs02025-05-09T13:18:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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