Civic Intelligence

Oshman Foundation

990PF • Fiscal year 2022 • EIN 74-6039864

Dec 01, 2021 to Nov 30, 2022 • Filed on Feb 13, 2023

PO Box 27969Houston, TX 77227-7969

(713) 621-3800

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

10th percentile

-80%

Higher net margin than 10% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

25th percentile

-6.9%

Faster asset growth than 25% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

15th percentile

-43%

Faster revenue growth than 15% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$1,091,701

Down $81,295 (-6.9%) from 2021

Net Assets

Down

$1,091,701

Down $81,295 (-6.9%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$101,063

Down $77,397 (-43%) from 2021

Expenses

Up

$182,358

Up $44,136 (+32%) from 2021

Net Income

Down

-$81,295

Down $121,533 (-302%) from 2021

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,054,710Liabilities 2011: $02011Assets 2012: $964,658Liabilities 2012: $02012Assets 2013: $790,730Liabilities 2013: $02013Assets 2014: $798,041Liabilities 2014: $02014Assets 2015: $824,103Liabilities 2015: $02015Assets 2019: $1,117,464Liabilities 2019: $02019Assets 2020: $1,132,758Liabilities 2020: $0Net Assets 2020: $1,132,7582020Assets 2021: $1,172,996Liabilities 2021: $0Net Assets 2021: $1,172,9962021Assets 2022: $1,091,701Liabilities 2022: $0Net Assets 2022: $1,091,7012022Assets 2023: $947,813Liabilities 2023: $0Net Assets 2023: $947,8132023Assets 2024: $745,753Liabilities 2024: $0Net Assets 2024: $745,7532024

Highlighted filing

2022

Assets$1,091,701
Liabilities$0
Net Assets$1,091,701

Operations Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $198,564Expenses 2011: $257,653Net Income 2011: -$59,0892011Revenue 2012: $235,281Expenses 2012: $325,333Net Income 2012: -$90,0522012Revenue 2013: $410,801Expenses 2013: $3,555,441Net Income 2013: -$3,144,6402013Revenue 2014: $88,832Expenses 2014: $81,521Net Income 2014: $7,3112014Revenue 2015: $102,693Expenses 2015: $76,631Net Income 2015: $26,0622015Revenue 2019: $119,595Expenses 2019: $65,284Net Income 2019: $54,3112019Revenue 2020: $122,371Expenses 2020: $107,077Net Income 2020: $15,2942020Revenue 2021: $178,460Expenses 2021: $138,222Net Income 2021: $40,2382021Revenue 2022: $101,063Expenses 2022: $182,358Net Income 2022: -$81,2952022Revenue 2023: $99,757Expenses 2023: $369,900Net Income 2023: -$270,1432023Revenue 2024: $727,119Expenses 2024: $511,404Net Income 2024: $215,7152024

Highlighted filing

2022

Revenue$101,063
Expenses$182,358
Net Income-$81,295
Jump To
Filing Snapshot
Filing Period
Dec 1, 2021 to Nov 30, 2022
Signed
Feb 13, 2023
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARILYN OSHMANPresident/TreasurerPT$0--
KAREN DESENBERGV.P./SecretaryPT$0--
ANDREW LUBETKINV.P./Asst. Secretary/TreasPT$0--
Filing and Contact Details

Filer

Filer Name
Oshman Foundation
EIN
74-6039864
Phone
7136213800
Address
PO BOX 27969, HOUSTON, TX 77227-7969

Signing Officer

Name
Marilyn J Oshman
Title
President
Phone
7136213800
Signed
2023-02-13
Discuss with paid preparer
Yes

Preparer

Firm
Spain Price Reader & Thompson Pc
Address
5300 MEMORIAL DR SUITE 940, HOUSTON, TX 77007
Preparer
Larry S Reader
Phone
7135201850
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt82401 MUNGER ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt91001 BISSONNET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt102500 HOLMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt114131 S BRAESWOOD BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt121500 MCKINNEY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt135101 MONTROSE BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt143115 DAMICO STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15220 E CHICAGO AVENUE
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