Civic Intelligence

Isaac and Carol Auerbach Family Foundation

EIN 23-2169951 • Riviera Beach, FL

4000 N Ocean Drive Apt 2503Riviera Beach, FL 33404
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

40th percentile

0.01x

Higher debt load relative to revenue than 40% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Net Margin

82nd percentile

38%

Higher net margin than 82% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2025

Asset Growth

50th percentile

2.7%

Faster asset growth than 50% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

76th percentile

43%

Faster revenue growth than 76% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$4,510,603

Up $117,375 (+2.7%) from 2024

Liabilities

Up

$2,080

Up $1,080 (+108%) from 2024

Net Assets

Up

$4,508,523

Up $116,295 (+2.6%) from 2024

Operations
Liabilities / Revenue40th percentileNet Margin82nd percentile

Revenue

Up

$302,489

Up $90,963 (+43%) from 2024

Expenses

Down

$186,194

Down $2,644 (-1.4%) from 2024

Net Income

Up

$116,295

Up $93,607 (+413%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $3,101,088Liabilities 2012: $02012Assets 2013: $3,098,098Liabilities 2013: $7362013Assets 2014: $3,445,904Liabilities 2014: $02014Assets 2015: $3,668,786Liabilities 2015: $3762015Assets 2016: $4,114,208Liabilities 2016: $1,641Net Assets 2016: $4,112,5672016Assets 2017: $3,359,795Liabilities 2017: $0Net Assets 2017: $3,359,7942017Assets 2018: $4,947,830Liabilities 2018: $700Net Assets 2018: $4,947,1302018Assets 2019: $4,278,681Liabilities 2019: $34,437Net Assets 2019: $4,244,2442019Assets 2020: $4,492,779Liabilities 2020: $0Net Assets 2020: $4,492,7792020Assets 2021: $4,691,705Liabilities 2021: $360Net Assets 2021: $4,691,3452021Assets 2022: $4,523,336Liabilities 2022: $4,000Net Assets 2022: $4,519,3362022Assets 2023: $4,370,040Liabilities 2023: $500Net Assets 2023: $4,369,5402023Assets 2024: $4,393,228Liabilities 2024: $1,000Net Assets 2024: $4,392,2282024Assets 2025: $4,510,603Liabilities 2025: $2,080Net Assets 2025: $4,508,5232025

Highlighted filing

2025

Assets$4,510,603
Liabilities$2,080
Net Assets$4,508,523
Open 2025 Filing

Operations Trend

Revenue Growth76th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2012: $395,982Expenses 2012: $432,890Net Income 2012: -$36,9082012Revenue 2013: $336,746Expenses 2013: $338,766Net Income 2013: -$2,0202013Revenue 2014: $698,896Expenses 2014: $349,071Net Income 2014: $349,8252014Revenue 2015: $506,858Expenses 2015: $282,693Net Income 2015: $224,1652015Revenue 2016: $665,332Expenses 2016: $294,037Net Income 2016: $371,2952016Revenue 2017: -$20,047Expenses 2017: $732,726Net Income 2017: -$752,7732017Revenue 2018: $1,926,291Expenses 2018: $282,896Net Income 2018: $1,643,3952018Revenue 2019: -$186,463Expenses 2019: $516,423Net Income 2019: -$702,8862019Revenue 2020: $524,123Expenses 2020: $275,588Net Income 2020: $248,5352020Revenue 2021: $727,571Expenses 2021: $399,388Net Income 2021: $328,1832021Revenue 2022: $256,175Expenses 2022: $428,184Net Income 2022: -$172,0092022Revenue 2023: $195,446Expenses 2023: $345,242Net Income 2023: -$149,7962023Revenue 2024: $211,526Expenses 2024: $188,838Net Income 2024: $22,6882024Revenue 2025: $302,489Expenses 2025: $186,194Net Income 2025: $116,2952025

Highlighted filing

2025

Revenue$302,489
Expenses$186,194
Net Income$116,295
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,510,603
Liabilities
$2,080
Net assets
$4,508,523
Revenue
$302,489
Expenses
$186,194
Net income
$116,295
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.30$0.19$0.12
2024Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.21$0.19$0.02
2023Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.20$0.35$0.15
2022Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.26$0.43$0.17
2021Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.73$0.40$0.33
2020Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.52$0.28$0.25
2019Detailed filing. Detailed filing data is available for this year.$4.28$0.03$4.24$0.19$0.52$0.70
2018Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$1.93$0.28$1.64
2017Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.02$0.73$0.75
2016Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.67$0.29$0.37
2015Summary only. Only limited summary data is available for this year.$3.67$0.00$0.51$0.28$0.22
2014Summary only. Only limited summary data is available for this year.$3.45$0.00$0.70$0.35$0.35
2013Summary only. Only limited summary data is available for this year.$3.10$0.00$0.34$0.34$0.00
2012Summary only. Only limited summary data is available for this year.$3.10$0.00$0.40$0.43$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Aug 13, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carol B AuerbachTrustee(As Req.)-$0--
A Philip AuerbachTrustee (As Req.)-$0--
Rachel HymanTrustee (As Req.)-$0--
Filing and Contact Details

Filer

Filer Name
Isaac and Carol Auerbach Family Foundation
EIN
23-2169951
In Care Of
% FOUNDATION
Phone
5612073214
Address
4000 N OCEAN DRIVE APT 2503, RIVIERA BEACH, FL 33404

Signing Officer

Name
Carol Auerbach
Title
President
Phone
5612073214
Signed
2025-08-13
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA
Address
1601 FORUM PLACE 9TH FLOOR, WEST PALM BEACH, FL 33401
Preparer
Lori B Myers
Phone
5616881600
Raw XML Appendix305 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/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum05612073214
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0None
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0CAROL B AUERBACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0105850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0general support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0See attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04000 N OCEAN DRIVE APT 2503
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0105850
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0123050
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0272034
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0148984
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt064011
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt070007
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt093476
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0148984
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt078510
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt064011
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt014499
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0123050
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt078510
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0227494
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt048000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DUE FROM JEWEL FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0AMEX ANNUAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INTERNET CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt095
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt130
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt095
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt130
OtherIncomeSchedule2/OtherIncomeDetail/Desc0From K-1-The Jewel Fund
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0AMERICAN EXPRESS PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt02080
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt060632
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CHARLES SCHWAB ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt05375
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt055257
TaxesSchedule/TaxesDetail/Amt04000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL AUERBACH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05612073214
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Isaac and Carol Auerbach Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ISAA
ReturnHeader/Filer/EIN0232169951
ReturnHeader/Filer/InCareOfNm0% FOUNDATION
ReturnHeader/Filer/PhoneNum05612073214
ReturnHeader/Filer/USAddress/AddressLine1Txt04000 N OCEAN DRIVE APT 2503
ReturnHeader/Filer/USAddress/CityNm0RIVIERA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033404
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01601 FORUM PLACE 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST PALM BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033401
ReturnHeader/PreparerPersonGrp/PhoneNum05616881600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI B MYERS
ReturnHeader/ReturnTs02025-08-18T14:01:18-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

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