Civic Intelligence

Esserman Family Foundation

EIN 20-2074738 • Miami, FL

5871 SW 91st StreetMiami, FL 33156
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

5th percentile

-566%

Higher net margin than 5% 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

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

28th percentile

-27%

Faster revenue growth than 28% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $2,047,201 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $1,930,701 (-100%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin5th percentile

Revenue

Down

$338,860

Down $126,365 (-27%) from 2023

Expenses

Up

$2,256,742

Up $2,118,235 (+1529%) from 2023

Net Income

Down

-$1,917,882

Down $2,244,600 (-687%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,417,715Liabilities 2010: $0Net Assets 2010: $1,417,7152010Assets 2011: $1,579,253Liabilities 2011: $12011Assets 2012: $1,610,744Liabilities 2012: $12012Assets 2013: $1,599,666Liabilities 2013: $0Net Assets 2013: $1,599,6662013Assets 2014: $1,551,478Liabilities 2014: $0Net Assets 2014: $1,551,4782014Assets 2015: $1,545,914Liabilities 2015: $0Net Assets 2015: $1,545,9142015Assets 2016: $1,480,940Liabilities 2016: $0Net Assets 2016: $1,480,9402016Assets 2017: $1,514,153Liabilities 2017: $79,800Net Assets 2017: $1,434,3532017Assets 2018: $1,524,667Liabilities 2018: $85,000Net Assets 2018: $1,439,6672018Assets 2019: $1,469,986Liabilities 2019: $95,000Net Assets 2019: $1,374,9862019Assets 2020: $1,414,979Liabilities 2020: $105,000Net Assets 2020: $1,309,9792020Assets 2021: $1,685,603Liabilities 2021: $0Net Assets 2021: $1,685,6032021Assets 2022: $1,603,983Liabilities 2022: $0Net Assets 2022: $1,603,9832022Assets 2023: $2,047,201Liabilities 2023: $0Net Assets 2023: $1,930,7012023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth28th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $58,6042010Revenue 2011: $248,945Expenses 2011: $87,407Net Income 2011: $161,5382011Revenue 2012: $146,093Expenses 2012: $114,602Net Income 2012: $31,4912012Expenses 2013: $87,9422013Revenue 2014: $62,106Expenses 2014: $108,088Net Income 2014: -$45,9822014Revenue 2015: $116,895Expenses 2015: $122,459Net Income 2015: -$5,5642015Revenue 2016: $54,408Expenses 2016: $118,474Net Income 2016: -$64,0662016Revenue 2017: $47,046Expenses 2017: $93,633Net Income 2017: -$46,5872017Revenue 2018: $109,458Expenses 2018: $103,377Net Income 2018: $6,0812018Revenue 2019: $38,798Expenses 2019: $100,315Net Income 2019: -$61,5172019Revenue 2020: $53,511Expenses 2020: $119,068Net Income 2020: -$65,5572020Revenue 2021: $491,320Expenses 2021: $115,345Net Income 2021: $375,9752021Revenue 2022: $63,850Expenses 2022: $145,470Net Income 2022: -$81,6202022Revenue 2023: $465,225Expenses 2023: $138,507Net Income 2023: $326,7182023Revenue 2024: $338,860Expenses 2024: $2,256,742Net Income 2024: -$1,917,8822024

Highlighted filing

2024

Revenue$338,860
Expenses$2,256,742
Net Income-$1,917,882
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$338,860
Expenses
$2,256,742
Net income
-$1,917,882
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.34$2.26$1.92
2023Detailed filing. Detailed filing data is available for this year.$2.05$0.00$1.93$0.47$0.14$0.33
2022Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.06$0.15$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.49$0.12$0.38
2020Detailed filing. Detailed filing data is available for this year.$1.41$0.11$1.31$0.05$0.12$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.47$0.10$1.37$0.04$0.10$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.52$0.09$1.44$0.11$0.10$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.51$0.08$1.43$0.05$0.09$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.05$0.12$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.12$0.12$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.06$0.11$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.09
2012Summary only. Only limited summary data is available for this year.$1.61$0.00$0.15$0.11$0.03
2011Summary only. Only limited summary data is available for this year.$1.58$0.00$0.25$0.09$0.16
2010Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Sep 15, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Estate of Ron EssermanDirector-$0--
James N EssermanDirector-$0--
Laura J EssermanDirector-$0--
Lisa E EssermanDirector-$0--
Susan G EssermanDirector-$0--
Charlene EssermanDirector-$0--
Filing and Contact Details

Filer

Filer Name
Esserman Family Foundation
EIN
20-2074738
In Care Of
% LISA ESSERMAN
Phone
3054774001
Address
5871 SW 91st Street, Miami, FL 33156

Signing Officer

Name
Lisa Esserman
Title
Director
Phone
3054774001
Signed
2025-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA
Address
4999 Pearl E Circle Ste 300, Boulder, CO 80301
Preparer
Edward Blum CPA Principal
Phone
3034400399
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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DissolutionStmt/DissolutionInformationGrp/PersonNm1The Miami Foundation
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0General and Judaic Studies, enhance the academic and religious development of our children.
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt1To support the foundation operations.
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt05950 N Kendall Drive
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt140 NW 3rd St 305
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1James N Esserman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Laura J Esserman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Lisa E Esserman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Susan G Esserman
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05871 SW 91ST STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Miami
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033156
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0true
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0LISA ESSERMAN
IRS990PF/StatementsRegardingActyGrp/PhoneNum03054774001
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Interested Applicants must contact the Foundation
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Charlene Esserman
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03054774001
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt010455 NW 12th Street
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Miami
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd033172
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Interested Applicants must contact the Foundation
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0Interested Applicants must contact the Foundation
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ESTATE OF RON ESSERMAN
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1CHARLENE ESSERMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12222874
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General and Judaic Studies, enhance the academic and religious development of our children.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1To support the foundation operations.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Temple Beth Am
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1The Miami Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05950 N Kendall Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt140 NW 3rd St 305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Pinecrest
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Miami
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033156
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133128
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02230374
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/AppliedToCurrentYearAmt043232
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt043232
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt049243
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt028205
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0100500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt020885
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05100
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05100
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02390975
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02192142
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt049243
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt028205
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0100500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt020885
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02235374
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02192142
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02396075
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0203933
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0129319
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BASIS ADJUSTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010852
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010852
TaxesSchedule/TaxesDetail/Amt05516
TaxesSchedule/TaxesDetail/CategoryTxt02022 EXCISE TAX
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lisa Esserman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum03054774001
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Esserman Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ESSE
ReturnHeader/Filer/EIN0202074738
ReturnHeader/Filer/InCareOfNm0% LISA ESSERMAN
ReturnHeader/Filer/PhoneNum03054774001
ReturnHeader/Filer/USAddress/AddressLine1Txt05871 SW 91st Street
ReturnHeader/Filer/USAddress/CityNm0Miami
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033156
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04999 Pearl E Circle Ste 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Boulder
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080301
ReturnHeader/PreparerPersonGrp/PhoneNum03034400399
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Edward Blum CPA Principal
ReturnHeader/ReturnTs02025-09-04T14:53:27-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-11-01
ReturnHeader/TaxPeriodEndDt02024-10-31
ReturnHeader/TaxYr02023

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