Civic Intelligence

Oshman Family Foundation

990PF • Fiscal year 2013 • EIN 74-2979529

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 08, 2014

Organization Profile
PO Box 60675Suite78466

(361) 946-1111

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

87th percentile

38%

Higher net margin than 87% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

83rd percentile

$11,250

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 53.8% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

60th percentile

5.4%

Faster asset growth than 60% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

78th percentile

29%

Faster revenue growth than 78% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$154,483

Up $7,917 (+5.4%) from 2012

Net Assets

Up

$154,483

Up $7,917 (+5.4%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin87th percentile

Revenue

$20,896

No earlier filing loaded for comparison.

Expenses

Down

$12,979

Down $1,218 (-8.6%) from 2012

Net Income

$7,917

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$200K$150K$100K$50K$0Assets 2010: $164,293Liabilities 2010: $0Net Assets 2010: $164,2932010Assets 2011: $160,675Liabilities 2011: $12011Assets 2012: $146,566Liabilities 2012: $0Net Assets 2012: $146,5662012Assets 2013: $154,483Liabilities 2013: $0Net Assets 2013: $154,4832013Assets 2014: $143,933Liabilities 2014: $0Net Assets 2014: $143,9332014Assets 2015: $125,906Liabilities 2015: $0Net Assets 2015: $125,9062015Assets 2016: $109,552Liabilities 2016: $0Net Assets 2016: $109,5522016Assets 2017: $102,881Liabilities 2017: $0Net Assets 2017: $102,8812017Assets 2018: $91,588Liabilities 2018: $0Net Assets 2018: $91,5882018Assets 2019: $86,598Liabilities 2019: $0Net Assets 2019: $86,5982019Assets 2020: $81,605Liabilities 2020: $0Net Assets 2020: $81,6052020Assets 2021: $75,533Liabilities 2021: $0Net Assets 2021: $75,5332021Assets 2022: $75,201Liabilities 2022: $0Net Assets 2022: $75,2012022Assets 2023: $78,174Liabilities 2023: $0Net Assets 2023: $78,1742023Assets 2024: $88,891Liabilities 2024: $0Net Assets 2024: $88,8912024

Highlighted filing

2013

Assets$154,483
Liabilities$0
Net Assets$154,483
Open 2013 Filing

Operations Trend

Revenue Growth78th percentile

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

$40K$20K$0-$20KExpenses 2010: $19,0102010Revenue 2011: $12,567Expenses 2011: $16,185Net Income 2011: -$3,6182011Expenses 2012: $14,1972012Revenue 2013: $20,896Expenses 2013: $12,979Net Income 2013: $7,9172013Revenue 2014: $11,334Expenses 2014: $21,884Net Income 2014: -$10,5502014Revenue 2015: $6,023Expenses 2015: $24,050Net Income 2015: -$18,0272015Revenue 2016: $196Expenses 2016: $16,550Net Income 2016: -$16,3542016Revenue 2017: $7,129Expenses 2017: $13,800Net Income 2017: -$6,6712017Revenue 2018: $10,702Expenses 2018: $21,995Net Income 2018: -$11,2932018Revenue 2019: $6,910Expenses 2019: $11,900Net Income 2019: -$4,9902019Revenue 2020: $18,457Expenses 2020: $23,450Net Income 2020: -$4,9932020Revenue 2021: $13,648Expenses 2021: $19,720Net Income 2021: -$6,0722021Revenue 2022: $4,338Expenses 2022: $5,795Net Income 2022: -$1,4572022Revenue 2023: $11,022Expenses 2023: $8,049Net Income 2023: $2,9732023Revenue 2024: $14,681Expenses 2024: $3,964Net Income 2024: $10,7172024

Highlighted filing

2013

Revenue$20,896
Expenses$12,979
Net Income$7,917
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 8, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDRA LEE OSHMANSecretary-$11,250-$11,250
DOROTHY OSHMANCo-President-$0--
ROBERT D OSHMANTreasurer-$0--
STEVEN OSHMANVice President-$0--
SCOT H OSHMANCo-President-$0--
Filing and Contact Details

Filer

EIN
74-2979529
In Care Of
% ROBERT D OSHMAN
Phone
3619461111

Signing Officer

Name
Robert Oshman
Title
Treasurer
Phone
3619461111
Signed
2014-08-08
Discuss with paid preparer
Yes

Preparer

Phone
3618838151
Raw XML Appendix325 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DOROTHY OSHMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERT D OSHMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2STEVEN OSHMAN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY
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IRS990PF/StatementsRegardingActy4720Grp/RelyingCurrentNtcDsstrAsst1Ind0X
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10326 BERMUDA PL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0CORPUS CHRISTI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode078411
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10ROBERT D OSHMAN
IRS990PF/StatementsRegardingActyGrp/PhoneNum03619461111
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10CONGREGATION BETH ISRAEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11BRANDEIS UNIVERSITY NATIONAL WOMENS COMMITTIEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine104402 SARATOGA BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11PO BOX 549110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine20MS 132
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0CORPUS CHRISTI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1WALTHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode078413
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode1024549110
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0550
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/AppliedToCurrentYearAmt0550
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06875
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0864
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0864
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0864
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02009
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0550
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0864
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05461
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt060
OtherIncomeSchedule2/OtherIncomeDetail/Desc0REIMBURSED EXPENSES
TaxesSchedule/TaxesDetail/Amt00
TaxesSchedule/TaxesDetail/Amt119
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt119
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT OSHMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03619461111
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine10OSHMAN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OSHM
ReturnHeader/Filer/EIN0742979529
ReturnHeader/Filer/InCareOfNm0% ROBERT D OSHMAN
ReturnHeader/Filer/PhoneNum03619461111
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 60675
ReturnHeader/Filer/USAddress/AddressLine20Suite
ReturnHeader/Filer/USAddress/City0CORPUS CHRISTI
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode078466
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SWANK & SALCH PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10802 N CARANCAHUA SUITE 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CORPUS CHRISTI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode078401
ReturnHeader/PreparerPersonGrp/PhoneNum03618838151
ReturnHeader/ReturnTs02014-08-11T10:05:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$154,483
Liabilities
$0
Net assets
$154,483
Revenue
$20,896
Expenses
$12,979
Net income
$7,917
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.15$0.04$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.11$0.08$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.04$0.06$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.14$0.20$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.18$0.23$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.07$0.12$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.11$0.22$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.07$0.14$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.00$0.17$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.06$0.24$0.18
2014Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.11$0.22$0.11
2013Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.21$0.13$0.08
2012Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.14
2011Summary only. Only limited summary data is available for this year.$1.61$0.00$0.13$0.16$0.04
2010Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.19