Civic Intelligence

David Gotterer Charitable Trust

990PF • Fiscal year 2024 • EIN 13-3389544

Dec 01, 2023 to Nov 30, 2024 • Filed on Mar 17, 2025

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

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

5th percentile

-162%

Higher net margin than 5% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

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.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

32nd percentile

-8.6%

Faster asset growth than 32% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

38th percentile

-5.5%

Faster revenue growth than 38% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$37,441

Down $3,510 (-8.6%) from 2023

Net Assets

$37,441

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin5th percentile

Revenue

Down

$2,170

Down $127 (-5.5%) from 2023

Expenses

Up

$5,692

Up $311 (+5.8%) from 2023

Net Income

Down

-$3,522

Down $438 (-14%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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: $12023Assets 2024: $37,441Liabilities 2024: $0Net Assets 2024: $37,4412024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2024

Assets$37,441
Liabilities$0
Net Assets$37,441
Open 2024 Filing

Operations Trend

Revenue Growth38th 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 2024: $2,170Expenses 2024: $5,692Net Income 2024: -$3,5222024Revenue 2025: $1,224Expenses 2025: $17,415Net Income 2025: -$16,1912025

Highlighted filing

2024

Revenue$2,170
Expenses$5,692
Net Income-$3,522
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Mar 17, 2025
Return Version
2023v6.0
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
2025-03-17
Raw XML Appendix291 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/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/DistributableAsAdjustedAmt0957
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05692
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05692
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05692
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05692
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05692
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0957
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
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0printing
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1bank fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0170
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0170
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1175
OtherIncreasesSchedule/OtherIncreasesDetail/Amt012
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0long term capital gain
TaxesSchedule/TaxesDetail/Amt032
TaxesSchedule/TaxesDetail/Amt1125
TaxesSchedule/TaxesDetail/CategoryTxt0excise tax
TaxesSchedule/TaxesDetail/CategoryTxt1tax software
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt032
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1125
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID GOTTERER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05613500800
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-17
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/ReturnTs02025-03-17T07:42:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$37,441
Liabilities
$0
Net assets
$37,441
Revenue
$2,170
Expenses
$5,692
Net income
-$3,522
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.$0.37$0.00$0.37$0.02$0.06$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.41$0.00$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