Civic Intelligence

Shomrim of Ohev Shalom Endowment

EIN 81-5278038 • 501(c)3 • Richboro, PA

Profile

Raise endowment for ohev shalom of bucks county.

944 Second Street PikeRichboro, PA 18954

n/A

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

5th percentile

-83%

Higher net margin than 5% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

45th percentile

1.2%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

17th percentile

-22%

Faster revenue growth than 17% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$574,019

Down $60,014 (-9.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$574,019

Down $60,014 (-9.5%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin5th percentile

Revenue

Up

$25,787

Up $7,735 (+43%) from 2023

Expenses

Up

$103,574

Up $100,086 (+2869%) from 2023

Net Income

Down

-$77,787

Down $92,351 (-634%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

$800K$600K$400K$200K$0Assets 2017: $85,538Liabilities 2017: $0Net Assets 2017: $85,5382017Assets 2018: $222,009Liabilities 2018: $0Net Assets 2018: $222,0092018Assets 2019: $325,005Liabilities 2019: $0Net Assets 2019: $325,0052019Assets 2020: $483,327Liabilities 2020: $0Net Assets 2020: $483,3272020Assets 2021: $599,118Liabilities 2021: $1,590Net Assets 2021: $597,5282021Assets 2022: $601,853Liabilities 2022: $1,732Net Assets 2022: $600,1212022Assets 2023: $634,033Liabilities 2023: $0Net Assets 2023: $634,0332023Assets 2024: $574,019Liabilities 2024: $0Net Assets 2024: $574,0192024

Highlighted filing

2024

Assets$574,019
Liabilities$0
Net Assets$574,019
Open 2024 Filing

Operations Trend

Revenue Growth17th percentile

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

$200K$100K$0-$100KRevenue 2017: $151,970Expenses 2017: $66,432Net Income 2017: $85,5382017Revenue 2018: $143,672Expenses 2018: $7,201Net Income 2018: $136,4712018Revenue 2019: $104,215Expenses 2019: $3,252Net Income 2019: $100,9632019Revenue 2020: $151,068Expenses 2020: $2,160Net Income 2020: $148,9082020Revenue 2021: $110,916Expenses 2021: $2,708Net Income 2021: $108,2082021Revenue 2022: $54,620Expenses 2022: $3,582Net Income 2022: $51,0382022Revenue 2023: $18,052Expenses 2023: $3,488Net Income 2023: $14,5642023Revenue 2024: $25,787Expenses 2024: $103,574Net Income 2024: -$77,7872024

Highlighted filing

2024

Revenue$25,787
Expenses$103,574
Net Income-$77,787
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$574,019
Liabilities
$0
Net assets
$574,019
Revenue
$25,787
Expenses
$103,574
Net income
-$77,787
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$0.26$1.04$0.78
2023Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$0.18$0.03$0.15
2022Detailed filing. Detailed filing data is available for this year.$6.02$0.02$6.00$0.55$0.04$0.51
2021Detailed filing. Detailed filing data is available for this year.$5.99$0.02$5.98$1.11$0.03$1.08
2020Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$1.51$0.02$1.49
2019Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$1.04$0.03$1.01
2018Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$1.44$0.07$1.36
2017Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$1.52$0.66$0.86
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 22, 2025
Return Version
2024v5.0
Gross Receipts
$122,699
Mission and Program Overview

Mission

Raise endowment for ohev shalom of bucks county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$370,114$389,848▲ $19,734
Investments Other Securities$100,000$110,500▲ $10,500
Savings and Temporary Cash Investments$152,568$36,908▼ $115,660
Cash and Non-Interest-Bearing Accounts$9,175$35,262▲ $26,087
Total Assets$634,033$574,019▼ $60,014
Other Assets Total$2,176$1,501▼ $675
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$634,033$574,019▼ $60,014
Total Net Assets Fund Balance$634,033$574,019▼ $60,014
Total Liabilities and Net Assets / Fund Balance$634,033$574,019▼ $60,014

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$110,500--
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Mitch GersonPresident/se
Bruce GoldsteinTrustee
Craig SurnitskyTrustee
Michael GoldsteinTrustee
Hedy HoffmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$25,787
Other Revenue
$0
Change in Net Assets
$-77,787
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$99,905
Other Expenses$3,669
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$99,905--$99,905
Fees for Service Investment Mgmnt Fees-$1,869-$1,869
Fees for Services Accounting$200$1,600-$1,800
Total Functional Expenses$100,105$3,469$0$103,574
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ohev Shalom of Bucks CountyRichboro, PA--$99,905
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Bruce goldstein michael goldstein trustee trustee father/son”

Form 990, Page 6, Part VI, Line 11B

“A copy of the form 990 is provided to the board for review prior to submission.”

Form 990, Page 6, Part VI, Line 12C

“Conflicts of interests are disclosed and addressed when the conflict occurs.”

Form 990, Page 6, Part VI, Line 19

“Documents will be made available upon written request.”

Filing and Contact Details

Filer

Filer Name
Shomrim of Ohev Shalom Endowment
EIN
81-5278038
Phone
2153229595
Address
944 SECOND STREET PIKE, RICHBORO, PA 18954

Signing Officer

Name
Mitch Gerson
Title
President/secretary
Phone
2153229595
Signed
2025-06-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mitch Gerson
Formed
2016
Legal Domicile
Pa
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Bee Bergvall & Co
Address
PO BOX 754, WARRINGTON, PA 18976-0754
Preparer
Cynthia Bergvall CPA
Phone
2153432727
Raw XML Appendix314 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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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0574019
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0944 SECOND STREET PIKE
IRS990/USAddress/CityNm0RICHBORO
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd018954
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MITCH GERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02153229595
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHOMRIM OF OHEV SHALOM ENDOWMENT
ReturnHeader/Filer/BusinessNameControlTxt0SHOM
ReturnHeader/Filer/EIN0815278038
ReturnHeader/Filer/PhoneNum02153229595
ReturnHeader/Filer/USAddress/AddressLine1Txt0944 SECOND STREET PIKE
ReturnHeader/Filer/USAddress/CityNm0RICHBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018954
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232749044
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BEE BERGVALL & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 754
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WARRINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0189760754
ReturnHeader/PreparerPersonGrp/PhoneNum02153432727
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CYNTHIA BERGVALL CPA
ReturnHeader/ReturnTs02025-06-23T09:33:21-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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