Civic Intelligence

William & Debra Gershen Foundation

990PF • Fiscal year 2022 • EIN 33-0867311

Jan 01, 2022 to Dec 31, 2022 • Filed on Feb 01, 2023

2440 Impala DriveCarlsbad, CA 92010

(800) 433-1334

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

72nd percentile

22%

Higher net margin than 72% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

68th percentile

11%

Faster asset growth than 68% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

91st percentile

199%

Faster revenue growth than 91% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$212,062

Up $21,267 (+11%) from 2021

Net Assets

Up

$212,062

Up $21,267 (+11%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$98,042

Up $65,220 (+199%) from 2021

Expenses

Up

$76,775

Up $54,065 (+238%) from 2021

Net Income

Up

$21,267

Up $11,155 (+110%) from 2021

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $158,435Liabilities 2010: $0Net Assets 2010: $158,4352010Assets 2011: $216,969Liabilities 2011: $0Net Assets 2011: $216,9692011Assets 2012: $174,363Liabilities 2012: $0Net Assets 2012: $174,3632012Assets 2013: $110,807Liabilities 2013: $0Net Assets 2013: $110,8072013Assets 2014: $132,856Liabilities 2014: $0Net Assets 2014: $132,8562014Assets 2015: $120,603Liabilities 2015: $0Net Assets 2015: $120,6032015Assets 2016: $98,158Liabilities 2016: $0Net Assets 2016: $98,1582016Assets 2017: $198,323Liabilities 2017: $0Net Assets 2017: $198,3232017Assets 2018: $206,370Liabilities 2018: $0Net Assets 2018: $206,3702018Assets 2019: $218,146Liabilities 2019: $0Net Assets 2019: $218,1462019Assets 2020: $180,683Liabilities 2020: $0Net Assets 2020: $180,6832020Assets 2021: $190,795Liabilities 2021: $0Net Assets 2021: $190,7952021Assets 2022: $212,062Liabilities 2022: $0Net Assets 2022: $212,0622022

Highlighted filing

2022

Assets$212,062
Liabilities$0
Net Assets$212,062

Operations Trend

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

$150K$100K$50K$0-$50K-$100KExpenses 2010: $66,5752010Expenses 2011: $95,0752011Expenses 2012: $96,3252012Revenue 2013: $43,019Expenses 2013: $106,575Net Income 2013: -$63,5562013Revenue 2014: $127,804Expenses 2014: $105,755Net Income 2014: $22,0492014Revenue 2015: $92,112Expenses 2015: $104,365Net Income 2015: -$12,2532015Revenue 2016: $62,230Expenses 2016: $84,675Net Income 2016: -$22,4452016Revenue 2017: $132,332Expenses 2017: $32,167Net Income 2017: $100,1652017Revenue 2018: $52,747Expenses 2018: $44,700Net Income 2018: $8,0472018Revenue 2019: $102,869Expenses 2019: $91,100Net Income 2019: $11,7692019Revenue 2020: $2,712Expenses 2020: $40,175Net Income 2020: -$37,4632020Revenue 2021: $32,822Expenses 2021: $22,710Net Income 2021: $10,1122021Revenue 2022: $98,042Expenses 2022: $76,775Net Income 2022: $21,2672022

Highlighted filing

2022

Revenue$98,042
Expenses$76,775
Net Income$21,267
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 1, 2023
Return Version
2022v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM M GERSHENPres/Trustee-$0--
MICHAEL HARRISONCFO/Trustee-$0--
HERBERT P SYDNEYSec/Trustee-$0--
Filing and Contact Details

Filer

Filer Name
The Gershen Family Foundation
EIN
33-0867311
Phone
8004331334
Address
2440 IMPALA DRIVE, CARLSBAD, CA 92010

Signing Officer

Name
William M Gershen
Title
Pres/trustee
Phone
8004331334
Signed
2023-02-01

Preparer

Firm
Sydney Amster Green & Horowitz Pllc
Address
122 EAST 42ND ST STE 2005, NEW YORK, NY 10168
Preparer
David S Green Esq
Phone
2129868671
Raw XML Appendix259 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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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt147500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1UBS MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0175
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM M GERSHEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES/TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08004331334
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE GERSHEN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GERS
ReturnHeader/Filer/EIN0330867311
ReturnHeader/Filer/PhoneNum08004331334
ReturnHeader/Filer/USAddress/AddressLine1Txt02440 IMPALA DRIVE
ReturnHeader/Filer/USAddress/CityNm0CARLSBAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092010
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201349045
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SYDNEY AMSTER GREEN & HOROWITZ PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0122 EAST 42ND ST STE 2005
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010168
ReturnHeader/PreparerPersonGrp/PhoneNum02129868671
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID S GREEN ESQ
ReturnHeader/ReturnTs02023-02-15T15:39:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GERSHEN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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