Civic Intelligence

William & Debra Gershen Foundation

990PF • Fiscal year 2023 • EIN 33-0867311

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 06, 2024

Organization Profile
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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

2nd percentile

-2183%

Higher net margin than 2% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

15th percentile

-33%

Faster asset growth than 15% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-97%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$141,136

Down $70,926 (-33%) from 2022

Net Assets

Down

$141,136

Down $70,926 (-33%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin2nd percentile

Revenue

Down

$3,249

Down $94,793 (-97%) from 2022

Expenses

Down

$74,175

Down $2,600 (-3.4%) from 2022

Net Income

Down

-$70,926

Down $92,193 (-434%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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: $212,0622022Assets 2023: $141,136Liabilities 2023: $0Net Assets 2023: $141,1362023

Highlighted filing

2023

Assets$141,136
Liabilities$0
Net Assets$141,136
Open 2023 Filing

Operations Trend

Revenue Growth3rd percentile

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

$200K$100K$0-$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: $21,2672022Revenue 2023: $3,249Expenses 2023: $74,175Net Income 2023: -$70,9262023

Highlighted filing

2023

Revenue$3,249
Expenses$74,175
Net Income-$70,926
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 6, 2024
Return Version
2023v4.0
Compensation and Service Providers
Top Officer Pay79th percentile

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
2024-02-06

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 Appendix241 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM M GERSHEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MICHAEL HARRISON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO HELP THOSE IN NEED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO HELP THOSE IN NEED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO HELP THE BLIND WITH GUIDE DOGS
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0175
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM M GERSHEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES/TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08004331334
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-06
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/PreparationDt02024-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID S GREEN ESQ
ReturnHeader/ReturnTs02024-02-13T11:33:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GERSHEN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$141,136
Liabilities
$0
Net assets
$141,136
Revenue
$3,249
Expenses
$74,175
Net income
-$70,926
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.03$0.74$0.71
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$0.00$2.12$0.98$0.77$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$0.33$0.23$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.03$0.40$0.37
2019Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$1.03$0.91$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$0.53$0.45$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.00$1.98$1.32$0.32$1.00
2016Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.62$0.85$0.22
2015Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.92$1.04$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$1.28$1.06$0.22
2013Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.43$1.07$0.64
2012Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.96
2011Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.95
2010Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.67