Civic Intelligence

Myron S and Helen K Silver Family Foundation

990PF • Fiscal year 2023 • EIN 80-0519951

Jan 01, 2023 to Dec 31, 2023 • Filed on May 09, 2024

633 Jefferson RoadRochester, NY 14623

(585) 272-8060

Siviq Scores

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

Liabilities / Assets

74th percentile

0.00x

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

2023 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

73rd percentile

0.00x

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

2023 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2023

Net Margin

48th percentile

-23%

Higher net margin than 48% of similar nonprofits.

2023 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2023 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2023

Asset Growth

56th percentile

-0.8%

Faster asset growth than 56% of similar nonprofits.

2023 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Assets

Down

$543,821

Down $4,523 (-0.8%) from 2022

Net Assets

Down

$543,821

Down $4,523 (-0.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$20,050

Up $93,297 (+127%) from 2022

Expenses

Down

$24,573

Down $16,079 (-40%) from 2022

Net Income

Up

-$4,523

Up $109,376 (+96%) from 2022

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $300,141Liabilities 2011: $0Net Assets 2011: $300,1412011Assets 2012: $314,808Liabilities 2012: $0Net Assets 2012: $314,8082012Assets 2013: $317,380Liabilities 2013: $0Net Assets 2013: $317,3802013Assets 2014: $288,679Liabilities 2014: $0Net Assets 2014: $288,6792014Assets 2015: $422,804Liabilities 2015: $0Net Assets 2015: $422,8042015Assets 2016: $546,577Liabilities 2016: $0Net Assets 2016: $546,5772016Assets 2017: $527,310Liabilities 2017: $0Net Assets 2017: $527,3102017Assets 2018: $444,574Liabilities 2018: $0Net Assets 2018: $444,5742018Assets 2019: $578,296Liabilities 2019: $0Net Assets 2019: $578,2962019Assets 2020: $533,561Liabilities 2020: $0Net Assets 2020: $533,5612020Assets 2021: $661,772Liabilities 2021: $0Net Assets 2021: $661,7722021Assets 2022: $548,344Liabilities 2022: $0Net Assets 2022: $548,3442022Assets 2023: $543,821Liabilities 2023: $0Net Assets 2023: $543,8212023Assets 2024: $546,143Liabilities 2024: $0Net Assets 2024: $546,1432024

Highlighted filing

2023

Assets$543,821
Liabilities$0
Net Assets$543,821

Operations Trend

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

$200K$100K$0-$100K-$200KExpenses 2011: $16,9132011Expenses 2012: $25,2522012Revenue 2013: $30,661Expenses 2013: $28,089Net Income 2013: $2,5722013Revenue 2014: $70,333Expenses 2014: $99,034Net Income 2014: -$28,7012014Revenue 2015: $178,537Expenses 2015: $44,955Net Income 2015: $133,5822015Revenue 2016: $149,416Expenses 2016: $26,720Net Income 2016: $122,6962016Revenue 2017: $22,780Expenses 2017: $48,005Net Income 2017: -$25,2252017Revenue 2018: $8,027Expenses 2018: $91,041Net Income 2018: -$83,0142018Revenue 2019: $164,474Expenses 2019: $30,972Net Income 2019: $133,5022019Revenue 2020: -$7,088Expenses 2020: $37,649Net Income 2020: -$44,7372020Revenue 2021: $168,537Expenses 2021: $41,833Net Income 2021: $126,7042021Revenue 2022: -$73,247Expenses 2022: $40,652Net Income 2022: -$113,8992022Revenue 2023: $20,050Expenses 2023: $24,573Net Income 2023: -$4,5232023Revenue 2024: $34,262Expenses 2024: $31,969Net Income 2024: $2,2932024

Highlighted filing

2023

Revenue$20,050
Expenses$24,573
Net Income-$4,523
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 9, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA SILVER-SHUMWAYCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Myron S & Helen K Silver
EIN
80-0519951
Phone
5852728060
Address
633 JEFFERSON ROAD, ROCHESTER, NY 14623

Signing Officer

Name
Barbara Silver-shumway
Title
Trustee
Phone
5852728060
Signed
2024-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Insero & Co Cpas Llp
Address
20 THORNWOOD DRIVE, ITHACA, NY 14850
Preparer
Lesley Horner
Phone
6072724444
Raw XML Appendix323 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/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd214618
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt017815
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026291
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt08476
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02452
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05039
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0571
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt054713
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt08476
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt046237
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08062
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02452
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05039
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0571
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017815
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt054299
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt062775
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NEW YORK STATE DEPARTMENT OF LAW - FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2WIRE TRANSFER FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt215
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt215
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05376
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT EXPENSE - UBS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05376
TaxesSchedule/TaxesDetail/Amt075
TaxesSchedule/TaxesDetail/Amt1104
TaxesSchedule/TaxesDetail/CategoryTxt0IRS TAX PAYMENT
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1104
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA SILVER-SHUMWAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05852728060
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MYRON S & HELEN K SILVER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MYRO
ReturnHeader/Filer/EIN0800519951
ReturnHeader/Filer/PhoneNum05852728060
ReturnHeader/Filer/USAddress/AddressLine1Txt0633 JEFFERSON ROAD
ReturnHeader/Filer/USAddress/CityNm0ROCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014623
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475324570
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0INSERO & CO CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020 THORNWOOD DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ITHACA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014850
ReturnHeader/PreparerPersonGrp/PhoneNum06072724444
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LESLEY HORNER
ReturnHeader/ReturnTs02024-05-13T08:52:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BARBARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SILVER-SHUMWAY
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$0.34$0.32$0.02
2023Detailed filing. Detailed filing data is available for this year.$5.44$0.00$5.44$0.20$0.25$0.05
2022Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.73$0.41$1.14
2021Detailed filing. Detailed filing data is available for this year.$6.62$0.00$6.62$1.69$0.42$1.27
2020Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$0.07$0.38$0.45
2019Detailed filing. Detailed filing data is available for this year.$5.78$0.00$5.78$1.64$0.31$1.34
2018Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.08$0.91$0.83
2017Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$0.23$0.48$0.25
2016Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$1.49$0.27$1.23
2015Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$1.79$0.45$1.34
2014Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.70$0.99$0.29
2013Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.31$0.28$0.03
2012Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.25
2011Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.17
Peer Organizations

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