Civic Intelligence

Gerald & Olivia Shapiro Family Foundation

EIN 27-1521392 • Boca Raton, FL

Pub. 78 Eligible
7131 Queenferry CirBoca Raton, FL 33496-5951
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

30th percentile

-3.3%

Higher net margin than 30% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

34th percentile

-0.3%

Faster asset growth than 34% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

344%

Faster revenue growth than 96% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$5,472,652

Down $17,815 (-0.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$5,472,652

Down $17,815 (-0.3%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin30th percentile

Revenue

Up

$503,688

Up $390,198 (+344%) from 2023

Expenses

Up

$520,257

Up $218,738 (+73%) from 2023

Net Income

Up

-$16,569

Up $171,460 (+91%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

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

$6.0M$4.0M$2.0M$0Assets 2019: $4,115,445Liabilities 2019: $0Net Assets 2019: $4,115,4452019Assets 2020: $5,019,163Liabilities 2020: $0Net Assets 2020: $5,019,1632020Assets 2021: $5,988,690Liabilities 2021: $0Net Assets 2021: $5,988,6902021Assets 2022: $5,684,136Liabilities 2022: $0Net Assets 2022: $5,684,1362022Assets 2023: $5,490,467Liabilities 2023: $0Net Assets 2023: $5,490,4672023Assets 2024: $5,472,652Liabilities 2024: $0Net Assets 2024: $5,472,6522024

Highlighted filing

2024

Assets$5,472,652
Liabilities$0
Net Assets$5,472,652
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2019: $161,422Expenses 2019: $84,000Net Income 2019: $77,4222019Revenue 2020: $782,388Expenses 2020: $774,276Net Income 2020: $8,1122020Revenue 2021: $1,160,009Expenses 2021: $206,697Net Income 2021: $953,3122021Revenue 2022: $265,859Expenses 2022: $373,303Net Income 2022: -$107,4442022Revenue 2023: $113,490Expenses 2023: $301,519Net Income 2023: -$188,0292023Revenue 2024: $503,688Expenses 2024: $520,257Net Income 2024: -$16,5692024

Highlighted filing

2024

Revenue$503,688
Expenses$520,257
Net Income-$16,569
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$5,472,652
Liabilities
$0
Net assets
$5,472,652
Revenue
$503,688
Expenses
$520,257
Net income
-$16,569
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$0.50$0.52$0.02
2023Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.11$0.30$0.19
2022Detailed filing. Detailed filing data is available for this year.$5.68$0.00$5.68$0.27$0.37$0.11
2021Detailed filing. Detailed filing data is available for this year.$5.99$0.00$5.99$1.16$0.21$0.95
2020Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$0.78$0.77$0.01
2019Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.16$0.08$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 28, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GERALD SHAPIROTrusteePT$0--
OLIVIA SHAPIROTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Gerald and Olivia Shapiro Family
EIN
27-1521392
Phone
5619986835
Address
7131 QUEENFERRY CIR, BOCA RATON, FL 33496-5951

Signing Officer

Name
Gerald Shapiro
Title
Trustee
Phone
5619986835
Signed
2025-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
30 SOUTH WACKER DR SUITE 3300, CHICAGO, IL 60606-3392
Preparer
Michael Johnson
Phone
3126343400
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48ISHARES CORE MSCI EAFE ETF - 4386 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49VANGUARD FTSE EMERGING MARKETS ETF - 7360 SHARES
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InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0197543
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0200163
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0179789
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0323899
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0460000
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IRS990PF/FMVAssetsEOYAmt06994101
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IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt05490467
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0945249
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01231854
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01156314
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0362020
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05490467
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05490467
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05472652
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05490467
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05472652

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