Civic Intelligence

The Gordon Fund

990PF • Fiscal year 2020 • EIN 13-3257793

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 30, 2021

630 Fifth AvenueNew York, NY 10111

(212) 708-9100

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

19th percentile

-26%

Higher net margin than 19% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

31st percentile

-1.4%

Faster asset growth than 31% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

17th percentile

-34%

Faster revenue growth than 17% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$4,489,664

Down $63,447 (-1.4%) from 2019

Net Assets

Down

$4,489,664

Down $63,447 (-1.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$247,238

Down $127,889 (-34%) from 2019

Expenses

Down

$310,675

Down $16,865 (-5.1%) from 2019

Net Income

Down

-$63,437

Down $111,024 (-233%) from 2019

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,473,318Liabilities 2011: $02011Assets 2012: $4,298,927Liabilities 2012: $02012Assets 2013: $4,509,316Liabilities 2013: $02013Assets 2014: $4,569,628Liabilities 2014: $02014Assets 2015: $4,547,471Liabilities 2015: $10,0002015Assets 2019: $4,553,111Liabilities 2019: $0Net Assets 2019: $4,553,1112019Assets 2020: $4,489,664Liabilities 2020: $0Net Assets 2020: $4,489,6642020Assets 2021: $4,622,051Liabilities 2021: $0Net Assets 2021: $4,622,0512021Assets 2022: $4,447,260Liabilities 2022: $0Net Assets 2022: $4,447,2602022Assets 2023: $4,277,939Liabilities 2023: $0Net Assets 2023: $4,277,9392023Assets 2024: $4,336,977Liabilities 2024: $0Net Assets 2024: $4,336,9772024

Highlighted filing

2020

Assets$4,489,664
Liabilities$0
Net Assets$4,489,664

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $492,499Expenses 2011: $210,297Net Income 2011: $282,2022011Revenue 2012: $276,596Expenses 2012: $450,987Net Income 2012: -$174,3912012Revenue 2013: $460,591Expenses 2013: $250,205Net Income 2013: $210,3862013Revenue 2014: $282,288Expenses 2014: $221,973Net Income 2014: $60,3152014Revenue 2015: $194,987Expenses 2015: $227,145Net Income 2015: -$32,1582015Revenue 2019: $375,127Expenses 2019: $327,540Net Income 2019: $47,5872019Revenue 2020: $247,238Expenses 2020: $310,675Net Income 2020: -$63,4372020Revenue 2021: $461,525Expenses 2021: $329,426Net Income 2021: $132,0992021Revenue 2022: $109,063Expenses 2022: $283,724Net Income 2022: -$174,6612022Revenue 2023: $199,270Expenses 2023: $368,636Net Income 2023: -$169,3662023Revenue 2024: $406,934Expenses 2024: $347,893Net Income 2024: $59,0412024

Highlighted filing

2020

Revenue$247,238
Expenses$310,675
Net Income-$63,437
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 30, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN A ROBERTSTrustee-$0--
MARTHA G ROBERTSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Gordon Fund
EIN
13-3257793
Phone
2127089100
Address
630 FIFTH AVENUE, NEW YORK, NY 10111

Signing Officer

Name
John Roberts
Title
Trustee
Phone
2127089100
Signed
2021-04-30

Preparer

Firm
Bessemer Trust Co Na
Address
630 5TH AVE, NEW YORK, NY 10111-0333
Preparer
Kevin Barry
Phone
2127089100
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0247238
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0247238
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0191932
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0291900
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0291900
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt055306
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt055306
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-63437
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01178257
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0191932
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0240322
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt03445
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt06891
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt010336
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04189
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0299595
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06916
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0310675
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0247238
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0247238
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt07695
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06916
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt018775
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0986325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0346
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1117333
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt274253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0346
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1117333
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt274253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0346
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11103658
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt274253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MARKETABLE SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MARKETABLE SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0191932
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-63437
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt010
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04489674
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04553111
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04489664
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0283857
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0283857
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0283857
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0287197
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03340
IRS990PF/DistributableAmountGrp/TotalTaxAmt03340
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0247
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03587
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03340
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0247
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03340
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03340
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03587
IRS990PF/FMVAssetsEOYAmt06304256
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0182
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt04553111
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt04489664
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0126
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01599491
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02879312
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04434310
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06248902
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt074000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt055354
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt055354
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04553111
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04489664
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06304256
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04553111
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04489664
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04553111
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04489664
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05831410
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt055973
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05775437
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt087471
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0287197
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05743939
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05831410
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN A ROBERTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARTHA G ROBERTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O BESSEMER TRUST CO 630 FIFTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O BESSEMER TRUST CO 630 FIFTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt1AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd110111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0299595
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0299595
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0299595
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00

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