Civic Intelligence

David Gotterer Charitable Trust

990PF • Fiscal year 2023 • EIN 13-3389544

Dec 01, 2022 to Nov 30, 2023 • Filed on Feb 15, 2024

Organization Profile
20155 Boca West Drive Ste C606Boca Raton, FL 33434

(561) 350-0800

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

7th percentile

-134%

Higher net margin than 7% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

34th percentile

-7.1%

Faster asset growth than 34% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

43rd percentile

-0.6%

Faster revenue growth than 43% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$40,951

Down $3,112 (-7.1%) from 2022

Net Assets

Down

$40,951

Down $3,112 (-7.1%) from 2022

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin7th percentile

Revenue

Down

$2,297

Down $13 (-0.6%) from 2022

Expenses

Up

$5,381

Up $835 (+18%) from 2022

Net Income

Down

-$3,084

Down $848 (-38%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$150K$100K$50K$0Assets 2011: $114,978Liabilities 2011: $02011Assets 2012: $105,416Liabilities 2012: $02012Assets 2013: $99,699Liabilities 2013: $02013Assets 2014: $96,590Liabilities 2014: $02014Assets 2015: $90,659Liabilities 2015: $02015Assets 2019: $55,716Liabilities 2019: $02019Assets 2020: $46,569Liabilities 2020: $02020Assets 2021: $46,299Liabilities 2021: $1Net Assets 2021: $46,2992021Assets 2022: $44,063Liabilities 2022: $1Net Assets 2022: $44,0632022Assets 2023: $40,951Liabilities 2023: $0Net Assets 2023: $40,9512023Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2023

Assets$40,951
Liabilities$0
Net Assets$40,951
Open 2023 Filing

Operations Trend

Revenue Growth43rd percentile

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

$20K$10K$0-$10K-$20KRevenue 2011: $5,864Expenses 2011: $17,162Net Income 2011: -$11,2982011Revenue 2012: $7,983Expenses 2012: $17,544Net Income 2012: -$9,5612012Revenue 2013: $5,791Expenses 2013: $11,508Net Income 2013: -$5,7172013Revenue 2014: $7,687Expenses 2014: $10,796Net Income 2014: -$3,1092014Revenue 2015: $9,476Expenses 2015: $15,408Net Income 2015: -$5,9322015Revenue 2019: -$3,527Expenses 2019: $6,850Net Income 2019: -$10,3772019Revenue 2020: -$1,662Expenses 2020: $7,407Net Income 2020: -$9,0692020Revenue 2021: $2,373Expenses 2021: $4,251Net Income 2021: -$1,8782021Revenue 2022: $2,310Expenses 2022: $4,546Net Income 2022: -$2,2362022Revenue 2023: $2,297Expenses 2023: $5,381Net Income 2023: -$3,0842023Revenue 2025: $1,224Expenses 2025: $17,415Net Income 2025: -$16,1912025

Highlighted filing

2023

Revenue$2,297
Expenses$5,381
Net Income-$3,084
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Feb 15, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID GOTTERERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
David Gotterer Charitable Trust
EIN
13-3389544
In Care Of
% david gotterer
Phone
5613500800
Address
20155 Boca West Drive Ste C606, Boca Raton, FL 33434

Signing Officer

Name
David Gotterer
Title
trustee
Phone
5613500800
Signed
2024-02-15
Raw XML Appendix297 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd533432
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd633496
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd733409
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04935
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/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01034
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05381
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05381
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05381
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05381
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05381
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01034
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DAVID GOTTERER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt020155 boca west drive Ste C606
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Boca Raton
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033434
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0230000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt028
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0capital loss
TaxesSchedule/TaxesDetail/Amt0151
TaxesSchedule/TaxesDetail/CategoryTxt0excise taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0151
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID GOTTERER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05613500800
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0David Gotterer Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0133389544
ReturnHeader/Filer/InCareOfNm0% david gotterer
ReturnHeader/Filer/PhoneNum05613500800
ReturnHeader/Filer/USAddress/AddressLine1Txt020155 Boca West Drive Ste C606
ReturnHeader/Filer/USAddress/CityNm0Boca Raton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033434
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/ReturnTs02024-02-15T08:53:11-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GOTTERER
ReturnHeader/TaxPeriodBeginDt02022-12-01
ReturnHeader/TaxPeriodEndDt02023-11-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,951
Liabilities
$0
Net assets
$40,951
Revenue
$2,297
Expenses
$5,381
Net income
-$3,084
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.17$0.16
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.02$0.05$0.03
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.44$0.00$0.44$0.02$0.05$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.00$0.46$0.02$0.04$0.02
2020Summary only. Only limited summary data is available for this year.$0.47$0.00$0.02$0.07$0.09
2019Summary only. Only limited summary data is available for this year.$0.56$0.00$0.04$0.07$0.10
2015Summary only. Only limited summary data is available for this year.$0.91$0.00$0.09$0.15$0.06
2014Summary only. Only limited summary data is available for this year.$0.97$0.00$0.08$0.11$0.03
2013Summary only. Only limited summary data is available for this year.$1.00$0.00$0.06$0.12$0.06
2012Summary only. Only limited summary data is available for this year.$1.05$0.00$0.08$0.18$0.10
2011Summary only. Only limited summary data is available for this year.$1.15$0.00$0.06$0.17$0.11