Civic Intelligence

Gem Foundation

990PF • Fiscal year 2024 • EIN 20-2016199

Dec 01, 2023 to Nov 30, 2024 • Filed on Mar 24, 2025

Organization Profile
PO Box 5069Kalispell, MT 59903

(858) 344-2736

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$2,660,339

Up $237,379 (+9.8%) from 2023

Net Assets

Up

$2,650,339

Up $237,379 (+9.8%) from 2023

Liabilities

Flat

$10,000

Flat from 2023

Revenue And Expenses

Revenue

Up

$84,232

Up $79,741 (+1776%) from 2023

Expenses

Down

$177,216

Down $18,222 (-9.3%) from 2023

Net Income

Up

-$92,984

Up $97,963 (+51%) from 2023

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $924,086Liabilities 2011: $5,0002011Assets 2012: $608,464Liabilities 2012: $5,000Net Assets 2012: $603,4642012Assets 2013: $969,630Liabilities 2013: $6,000Net Assets 2013: $963,6302013Assets 2014: $679,995Liabilities 2014: $6,000Net Assets 2014: $673,9952014Assets 2015: $1,282,836Liabilities 2015: $28,735Net Assets 2015: $1,254,1012015Assets 2016: $1,087,353Liabilities 2016: $0Net Assets 2016: $1,087,3532016Assets 2017: $1,200,749Liabilities 2017: $5,000Net Assets 2017: $1,195,7492017Assets 2018: $1,047,050Liabilities 2018: $5,000Net Assets 2018: $1,042,0502018Assets 2019: $951,218Liabilities 2019: $5,000Net Assets 2019: $946,2182019Assets 2020: $959,724Liabilities 2020: $5,000Net Assets 2020: $954,7242020Assets 2021: $1,752,247Liabilities 2021: $5,000Net Assets 2021: $1,747,2472021Assets 2022: $2,481,275Liabilities 2022: $5,000Net Assets 2022: $2,476,2752022Assets 2023: $2,422,960Liabilities 2023: $10,000Net Assets 2023: $2,412,9602023Assets 2024: $2,660,339Liabilities 2024: $10,000Net Assets 2024: $2,650,3392024

Highlighted filing

2024

Assets$2,660,339
Liabilities$10,000
Net Assets$2,650,339
Open 2024 Filing

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $639,919Expenses 2011: $148,313Net Income 2011: $491,6062011Expenses 2012: $67,9122012Expenses 2013: $31,7032013Revenue 2014: $7,842Expenses 2014: $37,716Net Income 2014: -$29,8742014Revenue 2015: $762,188Expenses 2015: $104,523Net Income 2015: $657,6652015Revenue 2016: -$5,905Expenses 2016: $147,340Net Income 2016: -$153,2452016Revenue 2017: $41,684Expenses 2017: $109,991Net Income 2017: -$68,3072017Revenue 2018: $108,943Expenses 2018: $178,986Net Income 2018: -$70,0432018Revenue 2019: $20,488Expenses 2019: $142,130Net Income 2019: -$121,6422019Revenue 2020: $13,643Expenses 2020: $87,556Net Income 2020: -$73,9132020Revenue 2021: $1,183,543Expenses 2021: $92,344Net Income 2021: $1,091,1992021Revenue 2022: $1,062,470Expenses 2022: $192,010Net Income 2022: $870,4602022Revenue 2023: $4,491Expenses 2023: $195,438Net Income 2023: -$190,9472023Revenue 2024: $84,232Expenses 2024: $177,216Net Income 2024: -$92,9842024

Highlighted filing

2024

Revenue$84,232
Expenses$177,216
Net Income-$92,984
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Mar 24, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN A MERCALDOCEOPT$0--
GIANNA DIGIOVANNICFOPT$0--
JANINE SCHOOLEYDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Gem Foundation
EIN
20-2016199
Phone
8583442736
Address
PO BOX 5069, KALISPELL, MT 59903

Signing Officer

Name
Karen Mercaldo
Title
CEO
Phone
8583442736
Signed
2025-03-24
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
101 SECOND STREET SUITE 900, SAN FRANCISCO, CA 94105
Preparer
Qi Wen Liang
Phone
4159561500
Raw XML Appendix366 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/GrantOrContributionPurposeTxt1TO SUPPORT ORGANIZATION'S MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PARTNERSHIP FOR THE ADVANCEMENT OF NEW AMERICANS (PANA)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SAMARITAN CAPITAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04089 FAIRMOUNT AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1170 S LINCOLN ST STE 150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SPOKANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1992014443
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0150000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0128327
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0128327
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt059202
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt054471
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03022
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0143700
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt027005
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt059202
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt054471
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03022
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0155332
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt027005
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0143700
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0116695
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL AND PROFESSIONAL FEES - FROM PASSTHROUGH
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0302
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0302
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LoansFromOfficersSchedule/LoansFromOfficerGrp/InterestRt00.000000000000
LoansFromOfficersSchedule/LoansFromOfficerGrp/InterestRt10.000000000000
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderConsiderationDesc0CASH
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderConsiderationDesc1CASH
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderPersonNm0KAREN MERCALDO
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderPersonNm1KAREN MERCALDO
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanOriginalAmt05000
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanOriginalAmt15000
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanPurposeTxt0PROGRAM SUPPORT
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanPurposeTxt1PROGRAM SUPPORT
LoansFromOfficersSchedule/LoansFromOfficerGrp/NoteDt02017-11
LoansFromOfficersSchedule/LoansFromOfficerGrp/NoteDt12023-07
LoansFromOfficersSchedule/LoansFromOfficerGrp/TitleTxt0CEO
LoansFromOfficersSchedule/LoansFromOfficerGrp/TitleTxt1CEO
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1WEBSITE MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MONTHLY SERVICE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5PORTFOLIO DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6OTHER EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1472
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt315
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt630
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt017400
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt44
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt51
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt017400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1472
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt315
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt44
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt51
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt630
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0330363
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN FROM INVESTMENTS
TaxesSchedule/TaxesDetail/Amt017
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt017
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN MERCALDO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum08583442736
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GEM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GEMF
ReturnHeader/Filer/EIN0202016199
ReturnHeader/Filer/PhoneNum08583442736
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5069
ReturnHeader/Filer/USAddress/CityNm0KALISPELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059903
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910189318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOSS ADAMS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 SECOND STREET SUITE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094105
ReturnHeader/PreparerPersonGrp/PhoneNum04159561500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0QI WEN LIANG
ReturnHeader/ReturnTs02025-03-25T11:35:34-05:00
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
$2,660,339
Liabilities
$10,000
Net assets
$2,650,339
Revenue
$84,232
Expenses
$177,216
Net income
-$92,984
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.66$0.01$2.65$0.08$0.18$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$0.01$2.41$0.00$0.20$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.48$0.01$2.48$1.06$0.19$0.87
2021Detailed filing. Detailed filing data is available for this year.$1.75$0.01$1.75$1.18$0.09$1.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.01$0.95$0.01$0.09$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.01$0.95$0.02$0.14$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.05$0.01$1.04$0.11$0.18$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.01$1.20$0.04$0.11$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.01$0.15$0.15
2015Detailed filing. Detailed filing data is available for this year.$1.28$0.03$1.25$0.76$0.10$0.66
2014Detailed filing. Detailed filing data is available for this year.$0.68$0.01$0.67$0.01$0.04$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.97$0.01$0.96$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.61$0.01$0.60$0.07
2011Summary only. Only limited summary data is available for this year.$0.92$0.01$0.64$0.15$0.49