Civic Intelligence

The Helene Gerson and Jerome Finkelstein

EIN 47-6956313 • Ardsley, NY

14 Concord RoadArdsley, NY 10502
Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

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

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.00x

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

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Net Margin

6th percentile

-210%

Higher net margin than 6% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Asset Growth

16th percentile

-5.4%

Faster asset growth than 16% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-15%

Faster revenue growth than 24% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$1,545,532

Down $88,603 (-5.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,545,532

Down $88,603 (-5.4%) from 2023

Operations
Liabilities / Revenue85th percentileNet Margin6th percentile

Revenue

Down

$42,105

Down $7,435 (-15%) from 2023

Expenses

Up

$130,708

Up $102,305 (+360%) from 2023

Net Income

Down

-$88,603

Down $109,740 (-519%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth16th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2017: $1,663,118Liabilities 2017: $0Net Assets 2017: $1,663,1182017Assets 2018: $1,840,330Liabilities 2018: $0Net Assets 2018: $1,840,3302018Assets 2019: $1,664,386Liabilities 2019: $0Net Assets 2019: $1,664,3862019Assets 2020: $1,755,995Liabilities 2020: $0Net Assets 2020: $1,755,9952020Assets 2021: $1,677,510Liabilities 2021: $0Net Assets 2021: $1,677,5102021Assets 2022: $1,612,998Liabilities 2022: $0Net Assets 2022: $1,612,9982022Assets 2023: $1,634,135Liabilities 2023: $0Net Assets 2023: $1,634,1352023Assets 2024: $1,545,532Liabilities 2024: $0Net Assets 2024: $1,545,5322024

Highlighted filing

2024

Assets$1,545,532
Liabilities$0
Net Assets$1,545,532
Open 2024 Filing

Operations Trend

Revenue Growth24th percentile

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

$400K$200K$0-$200KRevenue 2017: $108,329Expenses 2017: $210,677Net Income 2017: -$102,3482017Revenue 2018: $306,347Expenses 2018: $129,135Net Income 2018: $177,2122018Revenue 2019: -$39,225Expenses 2019: $133,870Net Income 2019: -$173,0952019Revenue 2020: $209,532Expenses 2020: $117,923Net Income 2020: $91,6092020Revenue 2021: $33,711Expenses 2021: $112,196Net Income 2021: -$78,4852021Revenue 2022: $38,903Expenses 2022: $103,415Net Income 2022: -$64,5122022Revenue 2023: $49,540Expenses 2023: $28,403Net Income 2023: $21,1372023Revenue 2024: $42,105Expenses 2024: $130,708Net Income 2024: -$88,6032024

Highlighted filing

2024

Revenue$42,105
Expenses$130,708
Net Income-$88,603
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,545,532
Liabilities
$0
Net assets
$1,545,532
Revenue
$42,105
Expenses
$130,708
Net income
-$88,603
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.04$0.13$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.05$0.03$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.04$0.10$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.03$0.11$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.21$0.12$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.04$0.13$0.17
2018Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.31$0.13$0.18
2017Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.11$0.21$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD L GOLDSTEINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Helene Gerson and Jerome Finkelstein
EIN
47-6956313
Phone
9177337800
Address
14 CONCORD ROAD, ARDSLEY, NY 10502

Signing Officer

Name
Richard Goldstein
Title
Trustee
Phone
9177337800
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Stacey I Katz CPA
Address
14 CONCORD ROAD, ARDSLEY, NY 10502
Phone
9178482098
Raw XML Appendix302 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/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt039230
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt060770
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt090549
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt051319
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt060770
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0TRUSTEE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES-CHAR 500
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CHARITABLE TRUST BOND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BANK/WIRE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02952
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt25631
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt325
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt019707
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt019707
TaxesSchedule/TaxesDetail/Amt0763
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0763
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD GOLDSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09177337800
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HELENE GERSON AND JEROME FINKELSTEIN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0476956313
ReturnHeader/Filer/PhoneNum09177337800
ReturnHeader/Filer/USAddress/AddressLine1Txt014 CONCORD ROAD
ReturnHeader/Filer/USAddress/CityNm0ARDSLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010502
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264247724
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STACEY I KATZ CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014 CONCORD ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ARDSLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010502
ReturnHeader/PreparerPersonGrp/PhoneNum09178482098
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-15T10:46:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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