Civic Intelligence

Shorstein Family Foundation Inc

EIN 59-2473526 • Jacksonville, FL

8265 Bayberry RoadJacksonville, FL 32256
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

42nd percentile

1.4%

Higher net margin than 42% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

41st percentile

0.3%

Faster asset growth than 41% of similar nonprofits.

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

Revenue Growth

81st percentile

59%

Faster revenue growth than 81% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$2,588,671

Up $8,745 (+0.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,588,671

Up $8,745 (+0.3%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin42nd percentile

Revenue

Up

$630,725

Up $235,107 (+59%) from 2023

Expenses

Down

$621,980

Down $251,711 (-29%) from 2023

Net Income

Up

$8,745

Up $486,818 (+102%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,248,264Liabilities 2011: $02011Assets 2012: $1,278,549Liabilities 2012: $02012Assets 2013: $1,370,914Liabilities 2013: $02013Assets 2014: $2,091,084Liabilities 2014: $0Net Assets 2014: $2,091,0842014Assets 2015: $2,134,054Liabilities 2015: $0Net Assets 2015: $2,134,0542015Assets 2016: $2,060,136Liabilities 2016: $0Net Assets 2016: $2,060,1362016Assets 2017: $1,960,136Liabilities 2017: $0Net Assets 2017: $1,960,1362017Assets 2018: $2,111,466Liabilities 2018: $0Net Assets 2018: $2,111,4662018Assets 2019: $2,157,474Liabilities 2019: $0Net Assets 2019: $2,157,4742019Assets 2020: $2,289,680Liabilities 2020: $0Net Assets 2020: $2,289,6802020Assets 2021: $2,698,441Liabilities 2021: $0Net Assets 2021: $2,698,4412021Assets 2022: $3,057,999Liabilities 2022: $0Net Assets 2022: $3,057,9992022Assets 2023: $2,579,926Liabilities 2023: $0Net Assets 2023: $2,579,9262023Assets 2024: $2,588,671Liabilities 2024: $0Net Assets 2024: $2,588,6712024

Highlighted filing

2024

Assets$2,588,671
Liabilities$0
Net Assets$2,588,671
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

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

$1.0M$500K$0-$500KRevenue 2011: $57,627Expenses 2011: $72,710Net Income 2011: -$15,0832011Revenue 2012: $113,561Expenses 2012: $83,276Net Income 2012: $30,2852012Revenue 2013: $126,330Expenses 2013: $33,965Net Income 2013: $92,3652013Revenue 2014: $769,720Expenses 2014: $49,550Net Income 2014: $720,1702014Revenue 2015: $157,608Expenses 2015: $114,638Net Income 2015: $42,9702015Revenue 2016: $131,287Expenses 2016: $205,205Net Income 2016: -$73,9182016Revenue 2017: $168,285Expenses 2017: $268,285Net Income 2017: -$100,0002017Revenue 2018: $211,471Expenses 2018: $60,141Net Income 2018: $151,3302018Revenue 2019: $221,823Expenses 2019: $175,815Net Income 2019: $46,0082019Revenue 2020: $241,953Expenses 2020: $109,747Net Income 2020: $132,2062020Revenue 2021: $484,697Expenses 2021: $75,936Net Income 2021: $408,7612021Revenue 2022: $448,278Expenses 2022: $88,720Net Income 2022: $359,5582022Revenue 2023: $395,618Expenses 2023: $873,691Net Income 2023: -$478,0732023Revenue 2024: $630,725Expenses 2024: $621,980Net Income 2024: $8,7452024

Highlighted filing

2024

Revenue$630,725
Expenses$621,980
Net Income$8,745
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,588,671
Liabilities
$0
Net assets
$2,588,671
Revenue
$630,725
Expenses
$621,980
Net income
$8,745
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.63$0.62$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.40$0.87$0.48
2022Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.45$0.09$0.36
2021Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.48$0.08$0.41
2020Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.24$0.11$0.13
2019Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.22$0.18$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.21$0.06$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.17$0.27$0.10
2016Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.13$0.21$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.16$0.11$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.77$0.05$0.72
2013Summary only. Only limited summary data is available for this year.$1.37$0.00$0.13$0.03$0.09
2012Summary only. Only limited summary data is available for this year.$1.28$0.00$0.11$0.08$0.03
2011Summary only. Only limited summary data is available for this year.$1.25$0.00$0.06$0.07$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Jul 22, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMUEL R SHORSTEINPres/Director-$0--
MARK J SHORSTEINVP/Trea/Sec/Director-$0--
MICHAEL SHORSTEINDirector-$0--
NEAL SHORSTEINDirector-$0--
BENJAMIN SHORSTEINDirector-$0--
Filing and Contact Details

Filer

Filer Name
Shorstein Family Foundation Inc
EIN
59-2473526
Phone
9047391311
Address
8265 BAYBERRY ROAD, JACKSONVILLE, FL 32256

Signing Officer

Name
Mark J Shorstein
Title
VP/trea/sec/Director
Phone
9047391311
Signed
2025-07-22
Discuss with paid preparer
Yes

Preparer

Firm
Shorstein & Shorstein Pa
Address
8265 BAYBERRY ROAD, JACKSONVILLE, FL 32256
Preparer
Melissa Stephens
Phone
9047391311
Raw XML AppendixShowing 400 of 561 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2MENTAL HEALTH CARE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SPORTS, RECREATION AND EARLY CHILDHOOD EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7COMMUNITY SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8HEALTH CARE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12UNITED WAY OF NE FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13UNIVERSITY OF FLORIDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14THE WOMEN'S BOARD OF WOLFSON CHILDREN'S HOSPITAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0841 PRUDENTIAL DR STE 1300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13305 RIVERSIDE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2910 3RD ST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4300 WATER ST STE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52800 UNIVERSITY BLVD N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt68505 SAN JOSE BLVD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt910850 WILSHIRE BLVD STE 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1011401 OLD ST AUGUSTINE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt113080 BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1240 E ADAMS ST STE 310
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13PO BOX 14425
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt141325 SAN MARCO BLVD STE 802

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