Civic Intelligence

The Goldstein Family Foundation

EIN 20-5937387 • Cincinnati, OH

PO Box 62008Cincinnati, OH 45262
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

74th percentile

23%

Higher net margin than 74% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

68th percentile

9.3%

Faster asset growth than 68% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

47%

Faster revenue growth than 78% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$869,445

Up $73,852 (+9.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$869,445

Up $73,852 (+9.3%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin74th percentile

Revenue

Up

$326,720

Up $103,896 (+47%) from 2023

Expenses

Up

$252,768

Up $202,105 (+399%) from 2023

Net Income

Down

$73,952

Down $98,209 (-57%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$1.0M$500K$0Assets 2011: $774,086Liabilities 2011: $0Net Assets 2011: $774,0862011Assets 2012: $691,531Liabilities 2012: $02012Assets 2013: $728,502Liabilities 2013: $02013Assets 2014: $653,432Liabilities 2014: $02014Assets 2015: $628,846Liabilities 2015: $02015Assets 2017: $581,403Liabilities 2017: $0Net Assets 2017: $581,4032017Assets 2018: $869,266Liabilities 2018: $0Net Assets 2018: $869,2662018Assets 2019: $735,063Liabilities 2019: $0Net Assets 2019: $735,0632019Assets 2020: $576,336Liabilities 2020: $0Net Assets 2020: $576,3362020Assets 2021: $629,295Liabilities 2021: $0Net Assets 2021: $629,2952021Assets 2022: $623,431Liabilities 2022: $0Net Assets 2022: $623,4312022Assets 2023: $795,593Liabilities 2023: $0Net Assets 2023: $795,5932023Assets 2024: $869,445Liabilities 2024: $0Net Assets 2024: $869,4452024

Highlighted filing

2024

Assets$869,445
Liabilities$0
Net Assets$869,445
Open 2024 Filing

Operations Trend

Revenue Growth78th percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $111,1452011Revenue 2012: $45,465Expenses 2012: $128,020Net Income 2012: -$82,5552012Revenue 2013: $159,775Expenses 2013: $122,804Net Income 2013: $36,9712013Revenue 2014: $47,077Expenses 2014: $122,147Net Income 2014: -$75,0702014Revenue 2015: $114,379Expenses 2015: $138,965Net Income 2015: -$24,5862015Revenue 2017: $57,625Expenses 2017: $55,535Net Income 2017: $2,0902017Revenue 2018: $430,288Expenses 2018: $142,425Net Income 2018: $287,8632018Revenue 2019: $41,813Expenses 2019: $176,016Net Income 2019: -$134,2032019Revenue 2020: $30,904Expenses 2020: $189,631Net Income 2020: -$158,7272020Revenue 2021: $151,931Expenses 2021: $98,972Net Income 2021: $52,9592021Revenue 2022: $40,118Expenses 2022: $45,982Net Income 2022: -$5,8642022Revenue 2023: $222,824Expenses 2023: $50,663Net Income 2023: $172,1612023Revenue 2024: $326,720Expenses 2024: $252,768Net Income 2024: $73,9522024

Highlighted filing

2024

Revenue$326,720
Expenses$252,768
Net Income$73,952
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$869,445
Liabilities
$0
Net assets
$869,445
Revenue
$326,720
Expenses
$252,768
Net income
$73,952
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.69$0.00$8.69$3.27$2.53$0.74
2023Detailed filing. Detailed filing data is available for this year.$7.96$0.00$7.96$2.23$0.51$1.72
2022Detailed filing. Detailed filing data is available for this year.$6.23$0.00$6.23$0.40$0.46$0.06
2021Detailed filing. Detailed filing data is available for this year.$6.29$0.00$6.29$1.52$0.99$0.53
2020Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.31$1.90$1.59
2019Detailed filing. Detailed filing data is available for this year.$7.35$0.00$7.35$0.42$1.76$1.34
2018Detailed filing. Detailed filing data is available for this year.$8.69$0.00$8.69$4.30$1.42$2.88
2017Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$0.58$0.56$0.02
2015Summary only. Only limited summary data is available for this year.$6.29$0.00$1.14$1.39$0.25
2014Summary only. Only limited summary data is available for this year.$6.53$0.00$0.47$1.22$0.75
2013Summary only. Only limited summary data is available for this year.$7.29$0.00$1.60$1.23$0.37
2012Summary only. Only limited summary data is available for this year.$6.92$0.00$0.45$1.28$0.83
2011Detailed filing. Detailed filing data is available for this year.$7.74$0.00$7.74$1.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Edwin P GoldsteinManager And Tru-$0--
US Bank Trust DepartmentTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Goldstein Family Foundation
EIN
20-5937387
Address
PO Box 62008, Cincinnati, OH 45262

Signing Officer

Name
Edwin P Goldstein
Title
Manager and Tru
Signed
2025-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Coworth Financial Services LLC
Address
11155 Kenwood Road Suite 6D, Cincinnati, OH 45242
Preparer
Kevin L Holmes
Phone
5136735469
Raw XML AppendixShowing 400 of 401 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/RecipientPersonNm0Chabad Jewish Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Jewish Education for Every Person
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Chabad at UC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Bethesda Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Cincinnati Hebrew Day School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Jewish Discovery Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6City Gospel Mission
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Hospice of Cincinnati
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8Caring Response Madagascar
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9Rabbinical Yeshiva of Cincinnati
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10Rohr Jewish Learning Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11Magen Am USA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm12Saint James Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm13Altara Girls School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm14Jewish Book Trust
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm15Meals on Wheels
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm16Hebrew Academy of Cleveland
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03977 Hunt Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11995 Section Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2343 Probasco Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt310500 Montgomery Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42222 Losantiville Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt57587 Central Parke BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61805 Dalton Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt74360 Cooper Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81193 Balmoral Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt91863 Twigwood Lane
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10833 Eastern Parkway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt111702 S Robertson Ave Suite 216
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt123565 Hubble Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt136701 Elbrook Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt142723 Wst Touhy Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt152091 Radcliff Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt161800 Warrensville Center Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Cincinnati
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Cincinnati
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Mason
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Cincinnati
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Cincinnati
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Brooklyn
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11Los Angeles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12Cincinnati
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd14IL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045236
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd145237
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd245220
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd345242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd445237
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd545040
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd645214
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd845233
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1190035
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1245247
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1345237
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1460645
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1545204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1645121
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0250410
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt045771
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt045771
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt014311
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05172
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt052898
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0141267
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0125780
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0125780
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0418287
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0204639
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt014311
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05172
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt052898
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0141267
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0250410
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0204639
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0544067
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0339428
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0The Big H Inc
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO Box 62008
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Cincinnati
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd045262
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0285000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0100
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Other
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Ohio Registration Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt058
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt058
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1200
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Edwin P Goldstein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Manager and Tru
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Goldstein Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0GOLD
ReturnHeader/Filer/EIN0205937387
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 62008
ReturnHeader/Filer/USAddress/CityNm0Cincinnati
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045262
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0451869055
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Coworth Financial Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011155 Kenwood Road Suite 6D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cincinnati
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045242
ReturnHeader/PreparerPersonGrp/PhoneNum05136735469
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin L Holmes
ReturnHeader/ReturnTs02025-05-07T12:03:38-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31

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