Civic Intelligence

The Elma and Milton a Gilbert Foundation

990PF • Fiscal year 2019 • EIN 13-4003382

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 17, 2020

Organization Profile
7 Gatsby LaneGreat Neck, NY 11024

(516) 487-3592

Siviq Scores

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

Liabilities / Assets

88th percentile

0.00x

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

2019 filings • NTEE T20Z • <$500k nonprofits • Source year 2019

Liabilities / Revenue

88th percentile

0.00x

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

2019 filings • NTEE T20Z • <$500k nonprofits • Source year 2019

Net Margin

8th percentile

-811%

Higher net margin than 8% of similar nonprofits.

2019 filings • NTEE T20Z • <$500k nonprofits • Source year 2019

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

2019 filings • NTEE T20Z • <$500k nonprofits • Source year 2019

Asset Growth

51st percentile

-3.3%

Faster asset growth than 51% of similar nonprofits.

2019 filings • NTEE T20Z • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-98%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • NTEE T20Z • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$351,053

Down $12,157 (-3.3%) from 2018

Net Assets

Down

$351,053

Down $12,157 (-3.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin8th percentile

Revenue

Down

$1,499

Down $61,788 (-98%) from 2018

Expenses

Down

$13,656

Down $109,666 (-89%) from 2018

Net Income

Up

-$12,157

Up $47,878 (+80%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$600K$400K$200K$0Assets 2011: $434,642Liabilities 2011: $0Net Assets 2011: $434,6422011Assets 2012: $419,961Liabilities 2012: $02012Assets 2013: $414,967Liabilities 2013: $02013Assets 2014: $420,253Liabilities 2014: $02014Assets 2015: $427,508Liabilities 2015: $0Net Assets 2015: $427,5082015Assets 2016: $408,909Liabilities 2016: $0Net Assets 2016: $408,9092016Assets 2017: $423,245Liabilities 2017: $0Net Assets 2017: $423,2452017Assets 2018: $363,210Liabilities 2018: $0Net Assets 2018: $363,2102018Assets 2019: $351,053Liabilities 2019: $0Net Assets 2019: $351,0532019Assets 2020: $323,990Liabilities 2020: $0Net Assets 2020: $323,9902020Assets 2021: $362,494Liabilities 2021: $0Net Assets 2021: $362,4942021Assets 2022: $382,556Liabilities 2022: $0Net Assets 2022: $365,1072022Assets 2023: $383,668Liabilities 2023: $0Net Assets 2023: $383,6682023Assets 2024: $366,872Liabilities 2024: $0Net Assets 2024: $366,8722024

Highlighted filing

2019

Assets$351,053
Liabilities$0
Net Assets$351,053
Open 2019 Filing

Operations Trend

Revenue Growth5th percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2011: $44,3762011Revenue 2012: $18,411Expenses 2012: $32,014Net Income 2012: -$13,6032012Revenue 2013: $67,178Expenses 2013: $71,397Net Income 2013: -$4,2192013Revenue 2014: $36,885Expenses 2014: $31,442Net Income 2014: $5,4432014Revenue 2015: $29,923Expenses 2015: $22,668Net Income 2015: $7,2552015Revenue 2016: $3,215Expenses 2016: $21,915Net Income 2016: -$18,7002016Revenue 2017: $24,406Expenses 2017: $10,070Net Income 2017: $14,3362017Revenue 2018: $63,287Expenses 2018: $123,322Net Income 2018: -$60,0352018Revenue 2019: $1,499Expenses 2019: $13,656Net Income 2019: -$12,1572019Revenue 2020: $11,676Expenses 2020: $28,203Net Income 2020: -$16,5272020Revenue 2021: $51,954Expenses 2021: $13,450Net Income 2021: $38,5042021Revenue 2022: $15,581Expenses 2022: $12,968Net Income 2022: $2,6132022Revenue 2023: $10,243Expenses 2023: $9,131Net Income 2023: $1,1122023Revenue 2024: $24,680Expenses 2024: $41,476Net Income 2024: -$16,7962024

Highlighted filing

2019

Revenue$1,499
Expenses$13,656
Net Income-$12,157
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 17, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHELLEY FEHRENBACHPresident-$0--
JILL KALIKOW HELLERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Elma and Milton a Gilbert
EIN
13-4003382
Phone
5164873592
Address
7 GATSBY LANE, GREAT NECK, NY 11024

Signing Officer

Name
Shelley Fehrenbach
Title
President
Phone
5164873592
Signed
2020-03-17

Preparer

Firm
Strebel & Klein Llp
Address
200 MOTOR PKWY STE A-1, HAUPPAUGE, NY 11788-3213
Preparer
Michael Strebel CPA
Phone
6318835150
Raw XML Appendix287 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.

Path#Value
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04802
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0363210
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt096
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0363210
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JILL KALIKOW HELLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0GREAT NECK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1GREAT NECK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ICE THEATRE OF NEW YORK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt362 CHELSEA PIERS 308
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LAKE OSWEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd197034
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310011
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09500
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/AppliedToCurrentYearAmt09500
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017493
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt07993
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt098192
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt09122
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt07993
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01129
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt098192
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt098192
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt099321
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0107314
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NET INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04056
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04056
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/CategoryTxt0NYS DEPT OF LAW
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0100
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHELLEY FEHRENBACH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05164873592
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ELMA AND MILTON A GILBERT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ELMA
ReturnHeader/Filer/EIN0134003382
ReturnHeader/Filer/PhoneNum05164873592
ReturnHeader/Filer/USAddress/AddressLine1Txt07 GATSBY LANE
ReturnHeader/Filer/USAddress/CityNm0GREAT NECK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011024
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474208517
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STREBEL & KLEIN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 MOTOR PKWY STE A-1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAUPPAUGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0117883213
ReturnHeader/PreparerPersonGrp/PhoneNum06318835150
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL STREBEL CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-06-30T13:29:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$351,053
Liabilities
$0
Net assets
$351,053
Revenue
$1,499
Expenses
$13,656
Net income
-$12,157
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.25$0.41$0.17
2023Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.10$0.09$0.01
2022Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.65$0.16$0.13$0.03
2021Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.52$0.13$0.39
2020Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.12$0.28$0.17
2019Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.01$0.14$0.12
2018Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.63$1.23$0.60
2017Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.24$0.10$0.14
2016Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.03$0.22$0.19
2015Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.30$0.23$0.07
2014Summary only. Only limited summary data is available for this year.$4.20$0.00$0.37$0.31$0.05
2013Summary only. Only limited summary data is available for this year.$4.15$0.00$0.67$0.71$0.04
2012Summary only. Only limited summary data is available for this year.$4.20$0.00$0.18$0.32$0.14
2011Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.44