Civic Intelligence

Patricia & Bernard Goldstein Family Foundation

990PF • Fiscal year 2021 • EIN 20-8800325

Jun 01, 2020 to May 31, 2021 • Filed on Sep 25, 2021

Organization Profile
C/O Goldstein 2 Manursing WayRye, NY 10580

(914) 967-0410

Siviq Scores

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

Liabilities / Assets

77th percentile

0.00x

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

2021 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

67th percentile

0.00x

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

2021 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2021

Net Margin

26th percentile

-8.9%

Higher net margin than 26% of similar nonprofits.

2021 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2021 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2021

Asset Growth

27th percentile

-0.5%

Faster asset growth than 27% of similar nonprofits.

2021 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

42nd percentile

28%

Faster revenue growth than 42% of similar nonprofits.

2021 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$9,427,176

Down $45,328 (-0.5%) from 2020

Net Assets

$9,427,176

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin26th percentile

Revenue

Up

$512,057

Up $110,559 (+28%) from 2020

Expenses

Down

$557,385

Down $37,282 (-6.3%) from 2020

Net Income

Up

-$45,328

Up $147,841 (+77%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2012: $5,406,790Liabilities 2012: $02012Assets 2013: $5,539,470Liabilities 2013: $02013Assets 2014: $5,838,615Liabilities 2014: $02014Assets 2015: $7,274,676Liabilities 2015: $02015Assets 2016: $7,780,901Liabilities 2016: $02016Assets 2020: $9,472,504Liabilities 2020: $02020Assets 2021: $9,427,176Liabilities 2021: $0Net Assets 2021: $9,427,1762021Assets 2022: $9,439,386Liabilities 2022: $0Net Assets 2022: $9,439,3862022Assets 2023: $9,138,400Liabilities 2023: $0Net Assets 2023: $9,138,4002023Assets 2024: $22,413,405Liabilities 2024: $46,299Net Assets 2024: $22,367,1062024Assets 2025: $13,013,039Liabilities 2025: $28,651Net Assets 2025: $12,984,3882025

Highlighted filing

2021

Assets$9,427,176
Liabilities$0
Net Assets$9,427,176
Open 2021 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$10M$0-$10MRevenue 2012: $393,061Expenses 2012: $904,533Net Income 2012: -$511,4722012Revenue 2013: $325,661Expenses 2013: $192,981Net Income 2013: $132,6802013Revenue 2014: $537,894Expenses 2014: $238,749Net Income 2014: $299,1452014Revenue 2015: $1,921,051Expenses 2015: $484,990Net Income 2015: $1,436,0612015Revenue 2016: $1,085,679Expenses 2016: $579,454Net Income 2016: $506,2252016Revenue 2020: $401,498Expenses 2020: $594,667Net Income 2020: -$193,1692020Revenue 2021: $512,057Expenses 2021: $557,385Net Income 2021: -$45,3282021Revenue 2022: $715,052Expenses 2022: $702,842Net Income 2022: $12,2102022Revenue 2023: $308,207Expenses 2023: $609,193Net Income 2023: -$300,9862023Revenue 2024: $18,204,465Expenses 2024: $648,559Net Income 2024: $17,555,9062024Revenue 2025: $1,443,032Expenses 2025: $10,825,750Net Income 2025: -$9,382,7182025

Highlighted filing

2021

Revenue$512,057
Expenses$557,385
Net Income-$45,328
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Sep 25, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA GOLDSTEINPres / Director-$0--
BERNARD GOLDSTEINVP / Director-$0--
NANCY B REBOLDVP / Director-$0--
MARK H GOLDSTEINTreas / Director-$0--
VICKIE NICHOLS GOLDSTEINSecy / Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE STMT 160GEN'LPUBLICSEE STMT, NY, US$468,000
Filing and Contact Details

Filer

Filer Name
Patricia & Bernard Goldstein
EIN
20-8800325
Phone
9149670410
Address
C/O GOLDSTEIN 2 MANURSING WAY, RYE, NY 10580

Signing Officer

Name
Bernard Goldstein
Title
VP / Director
Phone
9149670410
Signed
2021-09-25
Discuss with paid preparer
Yes

Preparer

Firm
Peretz Resnick Mitgang & Marcus Llp
Address
303 SOUTH BROADWAY SUITE 105, TARRYTOWN, NY 10591-5410
Preparer
David Resnick
Phone
9143325393
Raw XML Appendix281 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0OPTIONS & ETFS PER STMTS 152 & 153
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0MGMT & ADVISORY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MARK H GOLDSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4VICKIE NICHOLS GOLDSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES / DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP / DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VP / DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREAS / DIR
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IRS990PF/StatementsRegardingActyGrp/PhoneNum09143325393
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE STMT
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0468000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0467516
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0468924
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0468000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0468440
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0467516
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PUBLICATION & OTHER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT MGMT & ADVISORY FE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0120
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt181940
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0140
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt181940
TaxesSchedule/TaxesDetail/Amt0250
TaxesSchedule/TaxesDetail/CategoryTxt0NYS FILING FEE
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BERNARD GOLDSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP / DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum09149670410
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATRICIA & BERNARD GOLDSTEIN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PATR
ReturnHeader/Filer/EIN0208800325
ReturnHeader/Filer/PhoneNum09149670410
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O GOLDSTEIN 2 MANURSING WAY
ReturnHeader/Filer/USAddress/CityNm0RYE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010580
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134038381
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PERETZ RESNICK MITGANG & MARCUS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0303 SOUTH BROADWAY SUITE 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TARRYTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0105915410
ReturnHeader/PreparerPersonGrp/PhoneNum09143325393
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID RESNICK
ReturnHeader/ReturnTs02021-09-29T08:31:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BERNARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GOLDSTEIN
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,427,176
Liabilities
$0
Net assets
$9,427,176
Revenue
$512,057
Expenses
$557,385
Net income
-$45,328
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$13.0$0.03$13.0$1.44$10.8$9.38
2024Detailed filing. Detailed filing data is available for this year.$22.4$0.05$22.4$18.2$0.65$17.6
2023Detailed filing. Detailed filing data is available for this year.$9.14$0.00$9.14$0.31$0.61$0.30
2022Detailed filing. Detailed filing data is available for this year.$9.44$0.00$9.44$0.72$0.70$0.01
2021Detailed filing. Detailed filing data is available for this year.$9.43$0.00$9.43$0.51$0.56$0.05
2020Summary only. Only limited summary data is available for this year.$9.47$0.00$0.40$0.59$0.19
2016Summary only. Only limited summary data is available for this year.$7.78$0.00$1.09$0.58$0.51
2015Summary only. Only limited summary data is available for this year.$7.27$0.00$1.92$0.48$1.44
2014Summary only. Only limited summary data is available for this year.$5.84$0.00$0.54$0.24$0.30
2013Summary only. Only limited summary data is available for this year.$5.54$0.00$0.33$0.19$0.13
2012Summary only. Only limited summary data is available for this year.$5.41$0.00$0.39$0.90$0.51