Civic Intelligence

Gershman Foundation (Formerly Gershman Charitable Trust)

990PF • Fiscal year 2024 • EIN 43-1431049

Dec 01, 2023 to Nov 30, 2024 • Filed on Mar 31, 2025

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.

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

Liabilities / Revenue

24th percentile

0.00x

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

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

Net Margin

47th percentile

3.9%

Higher net margin than 47% of similar nonprofits.

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

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.

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

Asset Growth

35th percentile

0.2%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

81st percentile

59%

Faster revenue growth than 81% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,082,512

Up $12,161 (+0.2%) from 2023

Net Assets

Up

$6,082,512

Up $12,161 (+0.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin47th percentile

Revenue

Up

$428,704

Up $159,256 (+59%) from 2023

Expenses

Down

$412,044

Down $9,871 (-2.3%) from 2023

Net Income

Up

$16,660

Up $169,127 (+111%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2024

Assets$6,082,512
Liabilities$0
Net Assets$6,082,512
Open 2024 Filing

Operations Trend

Revenue Growth81st 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

2024

Revenue$428,704
Expenses$412,044
Net Income$16,660
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Mar 31, 2025
Return Version
2023v6.0
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
2025-03-31
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/StockNm64KEYSIGHT TECHNOLOGIES INC (KEYS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65MANHATTAN ASSOCIATES INC (MANH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66NICE LTD ADR (NICE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67OW SMALL & MIDCAP STRAT FD (OWSMX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68O'REILLY AUTO INC NEW (ORLY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69APOLLO GLOBAL MANAGEMENT I (APO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70FISERV INC (FI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71MSCI INC (MSCI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72MCKESSON CORP (MCK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73BUILDERS FIRSTSOURCE INC (BLDR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74OLD DOMINION FREIGHT (ODFL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75BROADCOM INC (AVGO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76FORTINET INC (FTNT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77NXP SEMICONDUCTORS NV (NXPI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78CRH PLC (CRH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79CBRE GROUP INC (CBRE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80CONSTELLATION SOFTWARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81WYNDHAM HOTELS & RESORTS (WH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82RYAN SPECIALTY HOLDINGS INC (RYAN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83SPDR S&P REGIONAL BK ETF (KRE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84BWX TECHNOLOGIES INC (BWXT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85CORE & MAIN INC (CNM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86CCC INTELLIGENT SOLUTIONS (CCCS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87ENTEGRIS INC (ENTG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88SBA COMMUNICATIONS CORP (SBAC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89UTILITIES SELECT SECT SPDR (XLU)
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0130936
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0297703
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt065
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0428704
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0428704
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03938
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03938
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07875
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0297703
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0373500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0373500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0130936
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0130936
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt016660
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01036603
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt065
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt065
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0297703
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0406141
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt017998
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt017998
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0627
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt012671
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0377438
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt022563
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0412044
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0428704
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0428704
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03938
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt022563
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt038544
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0738900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0297199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt252
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0297199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt252
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01036099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt252
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LITIGATION SETTLEMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0297703
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt016660
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt04499
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06087011
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06070351
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06082512
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0420085
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0420085
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0420085
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0425730
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05645
IRS990PF/DistributableAmountGrp/TotalTaxAmt05645
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05645
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05645
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05645
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01645
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04000
IRS990PF/FMVAssetsEOYAmt09144008
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt06070351
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt06082512
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt04848
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt04848
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02099222
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02099222
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01921934
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03889369
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03937386
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07176170
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt081760
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt041056
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt041056
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06070351
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06082512
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09144008
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06070351
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06082512
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06070351
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06082512
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08644266
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0123229
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08521037
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0129664
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0425730

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,082,512
Liabilities
$0
Net assets
$6,082,512
Revenue
$428,704
Expenses
$412,044
Net income
$16,660
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