Civic Intelligence

Gerard Foundation

990PF • Fiscal year 2014 • EIN 20-1033479

Jan 01, 2014 to Dec 31, 2014 • Filed on May 04, 2015

Organization Profile
PO Box 1312SuiteSeahurst, WA 98062

(206) 241-6656

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

100th percentile

3766%

Higher net margin than 100% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

21st percentile

-4.2%

Faster asset growth than 21% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,965,286

Down $86,307 (-4.2%) from 2013

Net Assets

Down

$1,965,286

Down $86,307 (-4.2%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$2,292

Down $62,461 (-104%) from 2013

Expenses

Up

$84,015

Up $62,847 (+297%) from 2013

Net Income

Down

-$86,307

Down $125,308 (-321%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,928,521Liabilities 2011: $12011Assets 2012: $2,012,592Liabilities 2012: $0Net Assets 2012: $2,012,5922012Assets 2013: $2,051,593Liabilities 2013: $0Net Assets 2013: $2,051,5932013Assets 2014: $1,965,286Liabilities 2014: $0Net Assets 2014: $1,965,2862014Assets 2015: $1,932,395Liabilities 2015: $0Net Assets 2015: $1,932,3952015Assets 2016: $1,800,236Liabilities 2016: $0Net Assets 2016: $1,800,2362016Assets 2017: $1,770,051Liabilities 2017: $0Net Assets 2017: $1,770,0512017Assets 2018: $1,717,495Liabilities 2018: $0Net Assets 2018: $1,717,4952018Assets 2019: $1,700,232Liabilities 2019: $0Net Assets 2019: $1,700,2322019Assets 2020: $1,579,497Liabilities 2020: $0Net Assets 2020: $1,579,4972020Assets 2021: $1,585,308Liabilities 2021: $0Net Assets 2021: $1,585,3082021Assets 2022: $1,492,492Liabilities 2022: $0Net Assets 2022: $1,492,4922022Assets 2023: $1,481,110Liabilities 2023: $0Net Assets 2023: $1,481,1102023Assets 2024: $1,436,772Liabilities 2024: $11,000Net Assets 2024: $1,425,7722024

Highlighted filing

2014

Assets$1,965,286
Liabilities$0
Net Assets$1,965,286
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KRevenue 2011: $62,596Expenses 2011: $28,408Net Income 2011: $34,1882011Expenses 2012: $19,5962012Revenue 2013: $60,169Expenses 2013: $21,168Net Income 2013: $39,0012013Revenue 2014: -$2,292Expenses 2014: $84,015Net Income 2014: -$86,3072014Revenue 2015: $80,353Expenses 2015: $113,244Net Income 2015: -$32,8912015Revenue 2016: -$19,830Expenses 2016: $112,329Net Income 2016: -$132,1592016Revenue 2017: $68,867Expenses 2017: $99,052Net Income 2017: -$30,1852017Revenue 2018: $52,493Expenses 2018: $105,049Net Income 2018: -$52,5562018Revenue 2019: $81,771Expenses 2019: $99,035Net Income 2019: -$17,2642019Revenue 2020: -$23,529Expenses 2020: $97,206Net Income 2020: -$120,7352020Revenue 2021: $103,919Expenses 2021: $98,109Net Income 2021: $5,8102021Revenue 2022: $39,473Expenses 2022: $132,289Net Income 2022: -$92,8162022Revenue 2023: $62,838Expenses 2023: $74,220Net Income 2023: -$11,3822023Revenue 2024: $66,862Expenses 2024: $122,200Net Income 2024: -$55,3382024

Highlighted filing

2014

Revenue-$2,292
Expenses$84,015
Net Income-$86,307
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 4, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRIS SLATTVP/Secretary-$0--
JEANINE SLATTPresident/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Gerard Foundation
EIN
20-1033479
In Care Of
% JEANINE SLATT
Address
PO BOX 1312, Suite, SEAHURST, WA 98062

Signing Officer

Name
Jeanine Slatt
Title
Officer
Phone
2062416656
Signed
2015-05-04
Discuss with paid preparer
Yes

Preparer

Firm
King & Oliason Pllc
Address
514 SECOND AVE WEST, SEATTLE, WA 98119-3928
Preparer
Rick a Starkenburg
Phone
2062416656
Raw XML Appendix298 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/GrantOrContributionPurposeTxt0EDUCATION - RESEARCH & SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF NOTRE DAME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0400 MAIN BUILDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NOTRE DAME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0465565602
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt070000
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/AppliedToCurrentYearAmt08048
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt063496
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0100072
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt071544
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt092024
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt063496
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0765
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0CREDIT SUISSE -2715 DIV REC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1CREDIT SUISSE -3888 DIV REC
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01056
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11005
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01056
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt11005
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0TAXES & LICENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0295
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0295
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010996
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010996
TaxesSchedule/TaxesDetail/Amt087
TaxesSchedule/TaxesDetail/Amt1139
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0139
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANINE SLATT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02062416656
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GERARD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GERA
ReturnHeader/Filer/EIN0201033479
ReturnHeader/Filer/InCareOfNm0% JEANINE SLATT
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1312
ReturnHeader/Filer/USAddress/AddressLine2Txt0Suite
ReturnHeader/Filer/USAddress/CityNm0SEAHURST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098062
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KING & OLIASON PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0514 SECOND AVE WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0981193928
ReturnHeader/PreparerPersonGrp/PhoneNum02062416656
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICK A STARKENBURG
ReturnHeader/ReturnTs02015-05-04T13:21:02-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,965,286
Liabilities
$0
Net assets
$1,965,286
Revenue
-$2,292
Expenses
$84,015
Net income
-$86,307
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.44$0.01$1.43$0.07$0.12$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.06$0.07$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.04$0.13$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.10$0.10$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.02$0.10$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.08$0.10$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.05$0.11$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.07$0.10$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.02$0.11$0.13
2015Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.08$0.11$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.00$0.08$0.09
2013Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.06$0.02$0.04
2012Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.02
2011Summary only. Only limited summary data is available for this year.$1.93$0.00$0.06$0.03$0.03