Civic Intelligence

Michael E Gellert Trust

990PF • Fiscal year 2020 • EIN 13-6093842

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 23, 2021

420 Lexington Ave Suite 805New York, NY 10170

(212) 599-3620

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

1st percentile

-8890%

Higher net margin than 1% 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

4th percentile

-21%

Faster asset growth than 4% of similar nonprofits.

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

Revenue Growth

4th percentile

-79%

Faster revenue growth than 4% of similar nonprofits.

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

Assets

Down

$2,181,577

Down $567,632 (-21%) from 2019

Net Assets

Down

$2,181,577

Down $567,632 (-21%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$6,385

Down $24,526 (-79%) from 2019

Expenses

Down

$574,017

Down $578,912 (-50%) from 2019

Net Income

Up

-$567,632

Up $554,386 (+49%) from 2019

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $22,875,196Liabilities 2011: $02011Assets 2012: $21,666,224Liabilities 2012: $2,0002012Assets 2013: $18,072,074Liabilities 2013: $02013Assets 2014: $15,648,076Liabilities 2014: $0Net Assets 2014: $15,648,0762014Assets 2015: $13,213,620Liabilities 2015: $02015Assets 2016: $11,162,780Liabilities 2016: $0Net Assets 2016: $11,162,7802016Assets 2017: $4,965,255Liabilities 2017: $0Net Assets 2017: $4,965,2552017Assets 2018: $3,871,227Liabilities 2018: $0Net Assets 2018: $3,871,2272018Assets 2019: $2,749,209Liabilities 2019: $0Net Assets 2019: $2,749,2092019Assets 2020: $2,181,577Liabilities 2020: $0Net Assets 2020: $2,181,5772020Assets 2021: $3,059,029Liabilities 2021: $0Net Assets 2021: $3,059,0292021Assets 2022: $7,479,690Liabilities 2022: $0Net Assets 2022: $7,479,6902022Assets 2023: $6,893,304Liabilities 2023: $0Net Assets 2023: $6,893,3042023Assets 2024: $6,806,095Liabilities 2024: $0Net Assets 2024: $6,806,0952024Assets 2025: $6,473,363Liabilities 2025: $0Net Assets 2025: $6,473,3632025

Highlighted filing

2020

Assets$2,181,577
Liabilities$0
Net Assets$2,181,577

Operations Trend

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

$30M$20M$10M$0-$10MRevenue 2011: $22,427,679Expenses 2011: $1,194,236Net Income 2011: $21,233,4432011Revenue 2012: $2,326,173Expenses 2012: $3,536,965Net Income 2012: -$1,210,7922012Revenue 2013: $218,857Expenses 2013: $3,811,637Net Income 2013: -$3,592,7802013Revenue 2014: $99,735Expenses 2014: $2,529,769Net Income 2014: -$2,430,0342014Revenue 2015: $400,563Expenses 2015: $2,838,617Net Income 2015: -$2,438,0542015Revenue 2016: -$26,266Expenses 2016: $2,026,115Net Income 2016: -$2,052,3812016Revenue 2017: -$4,359,731Expenses 2017: $1,836,252Net Income 2017: -$6,195,9832017Revenue 2018: $12,703Expenses 2018: $1,106,731Net Income 2018: -$1,094,0282018Revenue 2019: $30,911Expenses 2019: $1,152,929Net Income 2019: -$1,122,0182019Revenue 2020: $6,385Expenses 2020: $574,017Net Income 2020: -$567,6322020Revenue 2021: $2,150,175Expenses 2021: $1,272,723Net Income 2021: $877,4522021Revenue 2022: $5,528,178Expenses 2022: $1,107,517Net Income 2022: $4,420,6612022Revenue 2023: $143,795Expenses 2023: $730,181Net Income 2023: -$586,3862023Revenue 2024: $324,943Expenses 2024: $412,152Net Income 2024: -$87,2092024Revenue 2025: $257,766Expenses 2025: $590,498Net Income 2025: -$332,7322025

Highlighted filing

2020

Revenue$6,385
Expenses$574,017
Net Income-$567,632
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 23, 2021
Return Version
2019v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL E GELLERTTrustee-$0--
DAVID B SPOHNGELLERTTrustee-$0--
JOHN M GELLERTTrustee-$0--
CATHERINE A GELLERTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Michael E Gellert Trust
EIN
13-6093842
Phone
2125993620
Address
420 LEXINGTON AVE SUITE 805, NEW YORK, NY 10170

Signing Officer

Name
David B Spohngellert
Title
Trustee
Phone
2125993620
Signed
2021-02-23
Discuss with paid preparer
Yes

Preparer

Firm
United Continental Corporation
Address
420 LEXINGTON AVENUE STE 805, NEW YORK, NY 10170
Preparer
Hayden Lerner
Phone
2125993620
Raw XML AppendixShowing 400 of 442 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/RecipientFoundationStatusTxt5PUBLIC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt11PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt12PUBLIC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0471 WEST MAIN STREET SUITE 202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1136 IRVING STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt264 BRATTLE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 816
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt414 EAST 60TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt558 EAST 68TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6350 FIFTH AVENUE 34TH FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7333 SEVENTH AVENUE 6TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt870 LINCOLN CENTER PLAZA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9450 WEST 37TH STREET SUITE 502
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10ONE PIERREPONT PLAZA 15TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11325 PLEASANT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1279 FIFTH AVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3KATONAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10BROOKLYN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11CONCORD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd040202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102138
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202138
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310536
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510065
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd610118
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1011201
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0348501
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0348501
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0714669
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0599970
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01269598
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01204834
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01907768
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01907768
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03982387
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0193316
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0714669
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0599970
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01269598
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01204834
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0541817
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0193316
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05890155
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05696839
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SERVICE FEES - UNITED CONT CORP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEE - NYS DEPT OF LAW
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ANNUAL PUBLIC NOTICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3HOLYOKE PARTNERS LLC - CHARITABLE CONTRIBUTION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt011700
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2160
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3457

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.47$0.00$6.47$0.26$0.59$0.33
2024Detailed filing. Detailed filing data is available for this year.$6.81$0.00$6.81$0.32$0.41$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.89$0.00$6.89$0.14$0.73$0.59
2022Detailed filing. Detailed filing data is available for this year.$7.48$0.00$7.48$5.53$1.11$4.42
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.06$0.00$3.06$2.15$1.27$0.88
2020Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.01$0.57$0.57
2019Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.03$1.15$1.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.87$0.00$3.87$0.01$1.11$1.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.97$0.00$4.97$4.36$1.84$6.20
2016Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$0.03$2.03$2.05
2015Summary only. Only limited summary data is available for this year.$13.2$0.00$0.40$2.84$2.44
2014Detailed filing. Detailed filing data is available for this year.$15.6$0.00$15.6$0.10$2.53$2.43
2013Summary only. Only limited summary data is available for this year.$18.1$0.00$0.22$3.81$3.59
2012Summary only. Only limited summary data is available for this year.$21.7$0.00$2.33$3.54$1.21
2011Summary only. Only limited summary data is available for this year.$22.9$0.00$22.4$1.19$21.2