Civic Intelligence

The Ghitterman Rose Foundation

990PF • Fiscal year 2020 • EIN 20-7046434

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 04, 2021

Organization Profile
1933 Cliff Drive Suite 26Santa Barbara, CA 93109

(805) 682-6769

Siviq Scores

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

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

81st percentile

0.13x

Higher debt load relative to revenue than 81% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

5th percentile

-273%

Higher net margin than 5% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

26th percentile

-10%

Faster asset growth than 26% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

83rd percentile

30%

Faster revenue growth than 83% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$189,864

Down $22,159 (-10%) from 2019

Net Assets

Down

$188,804

Down $22,159 (-11%) from 2019

Liabilities

Flat

$1,060

Flat from 2019

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin5th percentile

Revenue

Up

$8,124

Up $1,861 (+30%) from 2019

Expenses

Down

$30,283

Down $8,640 (-22%) from 2019

Net Income

Up

-$22,159

Up $10,501 (+32%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$400K$300K$200K$100K$0Assets 2011: $100,974Liabilities 2011: $0Net Assets 2011: $100,9742011Assets 2012: $95,157Liabilities 2012: $7,3372012Assets 2013: $160,652Liabilities 2013: $9,151Net Assets 2013: $151,5012013Assets 2014: $120,137Liabilities 2014: $0Net Assets 2014: $120,1372014Assets 2015: $342,485Liabilities 2015: $167,761Net Assets 2015: $174,7242015Assets 2016: $192,228Liabilities 2016: $0Net Assets 2016: $192,2282016Assets 2017: $295,241Liabilities 2017: $18,250Net Assets 2017: $276,9912017Assets 2018: $244,683Liabilities 2018: $1,060Net Assets 2018: $243,6232018Assets 2019: $212,023Liabilities 2019: $1,060Net Assets 2019: $210,9632019Assets 2020: $189,864Liabilities 2020: $1,060Net Assets 2020: $188,8042020Assets 2021: $99,787Liabilities 2021: $1,060Net Assets 2021: $98,7272021Assets 2022: $85,786Liabilities 2022: $0Net Assets 2022: $85,7862022Assets 2023: $55,073Liabilities 2023: $0Net Assets 2023: $55,0732023Assets 2024: $22,152Liabilities 2024: $0Net Assets 2024: $22,1522024

Highlighted filing

2020

Assets$189,864
Liabilities$1,060
Net Assets$188,804
Open 2020 Filing

Operations Trend

Revenue Growth83rd percentile

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

$200K$100K$0-$100KExpenses 2011: $36,8352011Revenue 2012: $6,753Expenses 2012: $19,907Net Income 2012: -$13,1542012Revenue 2013: $94,164Expenses 2013: $30,483Net Income 2013: $63,6812013Revenue 2014: $13,740Expenses 2014: $30,584Net Income 2014: -$16,8442014Revenue 2015: $86,724Expenses 2015: $27,670Net Income 2015: $59,0542015Revenue 2016: $87,769Expenses 2016: $70,265Net Income 2016: $17,5042016Revenue 2017: $159,204Expenses 2017: $57,575Net Income 2017: $101,6292017Revenue 2018: $10,421Expenses 2018: $43,789Net Income 2018: -$33,3682018Revenue 2019: $6,263Expenses 2019: $38,923Net Income 2019: -$32,6602019Revenue 2020: $8,124Expenses 2020: $30,283Net Income 2020: -$22,1592020Revenue 2021: $20,071Expenses 2021: $110,148Net Income 2021: -$90,0772021Revenue 2022: $4,021Expenses 2022: $16,962Net Income 2022: -$12,9412022Revenue 2023: $3,860Expenses 2023: $34,573Net Income 2023: -$30,7132023Revenue 2024: $12,833Expenses 2024: $45,754Net Income 2024: -$32,9212024

Highlighted filing

2020

Revenue$8,124
Expenses$30,283
Net Income-$22,159
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 4, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN J ROSEPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUCLA LAW SCHOOLEDUCATION-LOS ANGELES, CA, US$25,000
Paid GrantCONNECTICUT COLLEGEEDUCATION-NEW LONDON, CT, US$3,000
Filing and Contact Details

Filer

Filer Name
The Ghitterman-rose Foundation
EIN
20-7046434
Phone
8056826769
Address
1933 CLIFF DRIVE SUITE 26, SANTA BARBARA, CA 93109

Signing Officer

Name
Susan J Rose
Title
President
Phone
8056826769
Signed
2021-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Berti Spechler Sarmiento Mckay & Co Llp
Address
1933 CLIFF DR STE 26, SANTA BARBARA, CA 93109-1591
Preparer
Robert Vannier CPA
Phone
8059630571
Raw XML Appendix266 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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TaxesSchedule/TaxesDetail/Amt0176
TaxesSchedule/TaxesDetail/Amt1124
TaxesSchedule/TaxesDetail/CategoryTxt0CA FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID - DIVIDEND IN
TaxesSchedule/TaxesDetail/CategoryTxt2US TREASURY
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0176
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1124
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN J ROSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08056826769
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-04
ReturnHeader/DisasterReliefTxt0EXTENDED TO NOVEMBER 15, 2021
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ReturnHeader/Filer/BusinessNameControlTxt0GHIT
ReturnHeader/Filer/EIN0207046434
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERTI SPECHLER SARMIENTO MCKAY & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01933 CLIFF DR STE 26
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0931091591
ReturnHeader/PreparerPersonGrp/PhoneNum08059630571
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT VANNIER CPA
ReturnHeader/ReturnTs02021-11-15T15:08:38-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN
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ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$189,864
Liabilities
$1,060
Net assets
$188,804
Revenue
$8,124
Expenses
$30,283
Net income
-$22,159
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.13$0.46$0.33
2023Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.04$0.35$0.31
2022Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.04$0.17$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.00$0.01$0.99$0.20$1.10$0.90
2020Detailed filing. Detailed filing data is available for this year.$1.90$0.01$1.89$0.08$0.30$0.22
2019Detailed filing. Detailed filing data is available for this year.$2.12$0.01$2.11$0.06$0.39$0.33
2018Detailed filing. Detailed filing data is available for this year.$2.45$0.01$2.44$0.10$0.44$0.33
2017Detailed filing. Detailed filing data is available for this year.$2.95$0.18$2.77$1.59$0.58$1.02
2016Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.88$0.70$0.18
2015Detailed filing. Detailed filing data is available for this year.$3.42$1.68$1.75$0.87$0.28$0.59
2014Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.14$0.31$0.17
2013Detailed filing. Detailed filing data is available for this year.$1.61$0.09$1.52$0.94$0.30$0.64
2012Summary only. Only limited summary data is available for this year.$0.95$0.07$0.07$0.20$0.13
2011Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.37