Civic Intelligence

Gershman Foundation (Formerly Gershman Charitable Trust)

990PF • Fiscal year 2023 • EIN 43-1431049

Dec 01, 2022 to Nov 30, 2023 • Filed on Feb 13, 2024

Organization Profile
60 Brighton Way 3 SSaint Louis, MO 63105

(314) 889-0600

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

12th percentile

-57%

Higher net margin than 12% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

26th percentile

-2.5%

Faster asset growth than 26% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

24th percentile

-14%

Faster revenue growth than 24% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$6,070,351

Down $155,284 (-2.5%) from 2022

Net Assets

Down

$6,070,351

Down $155,284 (-2.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin12th percentile

Revenue

Down

$269,448

Down $43,762 (-14%) from 2022

Expenses

Down

$421,915

Down $13,495 (-3.1%) from 2022

Net Income

Down

-$152,467

Down $30,267 (-25%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2021: $6,347,835Liabilities 2021: $0Net Assets 2021: $6,347,8352021Assets 2022: $6,225,635Liabilities 2022: $0Net Assets 2022: $6,225,6352022Assets 2023: $6,070,351Liabilities 2023: $0Net Assets 2023: $6,070,3512023Assets 2024: $6,082,512Liabilities 2024: $0Net Assets 2024: $6,082,5122024

Highlighted filing

2023

Assets$6,070,351
Liabilities$0
Net Assets$6,070,351
Open 2023 Filing

Operations Trend

Revenue Growth24th percentile

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

$600K$400K$200K$0-$200KRevenue 2021: $424,371Expenses 2021: $525,711Net Income 2021: -$101,3402021Revenue 2022: $313,210Expenses 2022: $435,410Net Income 2022: -$122,2002022Revenue 2023: $269,448Expenses 2023: $421,915Net Income 2023: -$152,4672023Revenue 2024: $428,704Expenses 2024: $412,044Net Income 2024: $16,6602024

Highlighted filing

2023

Revenue$269,448
Expenses$421,915
Net Income-$152,467
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Feb 13, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY S GERSHMANTrustee-$0--
KAREN G STERNTrustee-$0--
DIANE L LEVINETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Gershman Foundation
EIN
43-1431049
Phone
3148890600
Address
60 BRIGHTON WAY 3 S, SAINT LOUIS, MO 63105

Signing Officer

Name
Diane L Levine
Title
Trustee
Phone
3143300186
Signed
2024-02-13
Discuss with paid preparer
Yes

Preparer

Firm
Rubinbrown Llp
Address
7676 FORSYTH BLVD SUITE 2100, SAINT LOUIS, MO 63105
Preparer
Mindy G Krueger
Phone
3142903300
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69MEDPACE HOLDING (MEDP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70STERIS PLC (STE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71TELEFLEX INC (TFX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72BOOZ ALLEN HAMILTON HLDGS (BAH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73CARLISLE COS (CSL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74CLEAN HARBORS INC (CLH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75EQUIFAX INC (EFX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76LINCOLN ELEC HLDG (LECO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77SAIA INC COM (SAIA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78SMITH A O CORP (AOS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79WILLSCOT MOBILE MINI HOLDI (WSC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80ASM INTERNATIONAL NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81CDW CORP/DE (CDW)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82KEYSIGHT TECHNOLOGIES INC (KEYS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83MANHATTAN ASSOCIATES INC (MANH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84NICE LTD ADR (NICE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85SYNOPSYS INC (SNPS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86OW SMALL & MIDCAP STRAT FD (OWSMX)
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0108945
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0160439
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt064
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0269448
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0269448
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07500
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0160439
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0395560
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0395560
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0108945
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0108945
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-152467
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0977395
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt064
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt064
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0160439
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0251059
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt014102
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt014102
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0537
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04753
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0399310
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt018389
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0421915
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0269448
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0269448
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03750
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt018389
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt026355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0816956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0157428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0157428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0974384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LITIGATION SETTLEMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0160439
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-152467
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02817
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06073168
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06225635
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06070351
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0377739
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0377739
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0377739
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0381229
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03490
IRS990PF/DistributableAmountGrp/TotalTaxAmt03490
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0201
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03490
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03490
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03490
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03691
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt07754825
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt06225635
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt06070351
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02061509
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02099222
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01889839
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03769136
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03889369
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05783226
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0394990
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt081760
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt081760
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06225635
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06070351
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07754825
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06225635
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06070351
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06225635
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06070351
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07740688
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0121454
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07619234
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0116110
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0381229
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07624578
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07740688
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10

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Filings

Displayed year

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

Open filing
Assets
$6,070,351
Liabilities
$0
Net assets
$6,070,351
Revenue
$269,448
Expenses
$421,915
Net income
-$152,467
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$0.43$0.41$0.02
2023Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$0.27$0.42$0.15
2022Detailed filing. Detailed filing data is available for this year.$6.23$0.00$6.23$0.31$0.44$0.12
2021Detailed filing. Detailed filing data is available for this year.$6.35$0.00$6.35$0.42$0.53$0.10