Civic Intelligence

Herbert & Roseline Gussman Foundation Trust

EIN 73-6090063 • Tulsa, OK

Pub. 78 Eligible
1924 South Utica Ave Ste 530Tulsa, OK 74104
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

6th percentile

-79%

Higher net margin than 6% 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

23rd percentile

-4.2%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

40th percentile

3.2%

Faster revenue growth than 40% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$4,059,426

Down $176,659 (-4.2%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$4,059,426

Down $176,659 (-4.2%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin6th percentile

Revenue

Up

$224,559

Up $6,861 (+3.2%) from 2023

Expenses

Up

$401,218

Up $7,473 (+1.9%) from 2023

Net Income

Down

-$176,659

Down $612 (-0.3%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

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

$10M$5.0M$0Assets 2011: $8,955,656Liabilities 2011: $4,1272011Assets 2012: $8,649,504Liabilities 2012: $02012Assets 2013: $8,562,501Liabilities 2013: $02013Assets 2014: $8,154,134Liabilities 2014: $700Net Assets 2014: $8,153,4342014Assets 2015: $7,139,726Liabilities 2015: $1,100Net Assets 2015: $7,138,6262015Assets 2016: $6,632,990Liabilities 2016: $2,500Net Assets 2016: $6,630,9902016Assets 2017: $6,026,750Liabilities 2017: $0Net Assets 2017: $6,026,7502017Assets 2018: $5,706,231Liabilities 2018: $0Net Assets 2018: $5,706,2312018Assets 2019: $5,336,642Liabilities 2019: $1Net Assets 2019: $02019Assets 2020: $5,087,184Liabilities 2020: $1Net Assets 2020: $5,087,1842020Assets 2021: $4,783,092Liabilities 2021: $1Net Assets 2021: $4,783,0922021Assets 2022: $4,412,132Liabilities 2022: $1Net Assets 2022: $4,412,1322022Assets 2023: $4,236,085Liabilities 2023: $1Net Assets 2023: $4,236,0852023Assets 2024: $4,059,426Liabilities 2024: $0Net Assets 2024: $4,059,4262024

Highlighted filing

2024

Assets$4,059,426
Liabilities$0
Net Assets$4,059,426
Open 2024 Filing

Operations Trend

Revenue Growth40th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $294,776Expenses 2011: $574,025Net Income 2011: -$279,2492011Revenue 2012: $268,569Expenses 2012: $570,594Net Income 2012: -$302,0252012Revenue 2013: $435,501Expenses 2013: $522,504Net Income 2013: -$87,0032013Revenue 2014: $256,731Expenses 2014: $665,798Net Income 2014: -$409,0672014Revenue 2015: $40,767Expenses 2015: $1,055,575Net Income 2015: -$1,014,8082015Revenue 2016: $193,303Expenses 2016: $700,939Net Income 2016: -$507,6362016Revenue 2017: $47,768Expenses 2017: $652,008Net Income 2017: -$604,2402017Revenue 2018: $111,100Expenses 2018: $431,619Net Income 2018: -$320,5192018Revenue 2019: $118,928Expenses 2019: $488,517Net Income 2019: -$369,5892019Revenue 2020: $83,715Expenses 2020: $333,173Net Income 2020: -$249,4582020Revenue 2021: $95,285Expenses 2021: $399,377Net Income 2021: -$304,0922021Revenue 2022: $84,366Expenses 2022: $455,326Net Income 2022: -$370,9602022Revenue 2023: $217,698Expenses 2023: $393,745Net Income 2023: -$176,0472023Revenue 2024: $224,559Expenses 2024: $401,218Net Income 2024: -$176,6592024

Highlighted filing

2024

Revenue$224,559
Expenses$401,218
Net Income-$176,659
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$4,059,426
Liabilities
$0
Net assets
$4,059,426
Revenue
$224,559
Expenses
$401,218
Net income
-$176,659
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.22$0.40$0.18
2023Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.22$0.39$0.18
2022Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.08$0.46$0.37
2021Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.10$0.40$0.30
2020Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$0.08$0.33$0.25
2019Detailed filing. Detailed filing data is available for this year.$5.34$0.00$0.00$0.12$0.49$0.37
2018Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.11$0.43$0.32
2017Detailed filing. Detailed filing data is available for this year.$6.03$0.00$6.03$0.05$0.65$0.60
2016Detailed filing. Detailed filing data is available for this year.$6.63$0.00$6.63$0.19$0.70$0.51
2015Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.14$0.04$1.06$1.01
2014Detailed filing. Detailed filing data is available for this year.$8.15$0.00$8.15$0.26$0.67$0.41
2013Summary only. Only limited summary data is available for this year.$8.56$0.00$0.44$0.52$0.09
2012Summary only. Only limited summary data is available for this year.$8.65$0.00$0.27$0.57$0.30
2011Summary only. Only limited summary data is available for this year.$8.96$0.00$0.29$0.57$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELLEN G ADELSONTrustee-$0--
BARBARA G HEYMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Herbert and Roseline Gussman Foundation
EIN
73-6090063
In Care Of
% ZUNIS CAPITAL MANAGEMENT IN
Phone
9185249001
Address
1924 SOUTH UTICA AVE STE 530, TULSA, OK 74104

Signing Officer

Name
Ellen G Adelson
Title
Trustee
Phone
9185249001
Signed
2025-05-13
Raw XML Appendix268 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.

Path#Value
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ALL RECIPIENTS ARE 501(c)(3) ORGS SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TULSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd074104
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0382500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0238134
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0238134
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0150504
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0188615
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0121144
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt044343
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0181071
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0181071
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0655122
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0150516
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0150504
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0188615
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0121144
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt044343
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0388650
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0150516
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0836193
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0685677
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0POSTAGE & DELIVERY
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09
TaxesSchedule/TaxesDetail/Amt0409
TaxesSchedule/TaxesDetail/Amt16000
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0409
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ELLEN G ADELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09185249001
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERBERT AND ROSELINE GUSSMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HERB
ReturnHeader/Filer/EIN0736090063
ReturnHeader/Filer/InCareOfNm0% ZUNIS CAPITAL MANAGEMENT IN
ReturnHeader/Filer/PhoneNum09185249001
ReturnHeader/Filer/USAddress/AddressLine1Txt01924 SOUTH UTICA AVE STE 530
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074104
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-05-14T11:01:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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