Civic Intelligence

Lewis M Gabbe Foundation Inc Co James G Mortenson

EIN 22-2130042 • Brielle, NJ

920 Woodview RoadBrielle, NJ 08730
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

73rd percentile

24%

Higher net margin than 73% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2025

Asset Growth

48th percentile

2.1%

Faster asset growth than 48% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

82nd percentile

63%

Faster revenue growth than 82% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,564,801

Up $31,988 (+2.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,564,801

Up $31,988 (+2.1%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin73rd percentile

Revenue

Up

$132,753

Up $51,238 (+63%) from 2024

Expenses

Up

$100,765

Up $1,675 (+1.7%) from 2024

Net Income

Up

$31,988

Up $49,563 (+282%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,557,907Liabilities 2011: $0Net Assets 2011: $1,557,9072011Assets 2012: $1,558,609Liabilities 2012: $0Net Assets 2012: $1,558,6092012Assets 2013: $1,531,392Liabilities 2013: $0Net Assets 2013: $1,531,3922013Assets 2014: $1,649,951Liabilities 2014: $0Net Assets 2014: $1,649,9512014Assets 2015: $1,663,180Liabilities 2015: $0Net Assets 2015: $1,663,1802015Assets 2016: $1,643,656Liabilities 2016: $0Net Assets 2016: $1,643,6562016Assets 2017: $1,585,821Liabilities 2017: $0Net Assets 2017: $1,585,8212017Assets 2018: $1,599,671Liabilities 2018: $0Net Assets 2018: $1,599,6712018Assets 2019: $1,620,591Liabilities 2019: $0Net Assets 2019: $1,620,5912019Assets 2020: $1,599,951Liabilities 2020: $0Net Assets 2020: $1,599,9512020Assets 2021: $1,542,629Liabilities 2021: $0Net Assets 2021: $1,542,6292021Assets 2022: $1,638,039Liabilities 2022: $0Net Assets 2022: $1,638,0392022Assets 2023: $1,550,535Liabilities 2023: $0Net Assets 2023: $1,550,5352023Assets 2024: $1,532,813Liabilities 2024: $0Net Assets 2024: $1,532,8132024Assets 2025: $1,564,801Liabilities 2025: $0Net Assets 2025: $1,564,8012025

Highlighted filing

2025

Assets$1,564,801
Liabilities$0
Net Assets$1,564,801
Open 2025 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KExpenses 2011: $97,6772011Expenses 2012: $101,7602012Expenses 2013: $112,4892013Revenue 2014: $224,557Expenses 2014: $105,998Net Income 2014: $118,5592014Revenue 2015: $121,201Expenses 2015: $107,972Net Income 2015: $13,2292015Revenue 2016: $87,236Expenses 2016: $106,760Net Income 2016: -$19,5242016Revenue 2017: $47,819Expenses 2017: $105,654Net Income 2017: -$57,8352017Revenue 2018: $122,687Expenses 2018: $108,837Net Income 2018: $13,8502018Revenue 2019: $123,045Expenses 2019: $102,125Net Income 2019: $20,9202019Revenue 2020: $92,545Expenses 2020: $113,185Net Income 2020: -$20,6402020Revenue 2021: $44,963Expenses 2021: $102,285Net Income 2021: -$57,3222021Revenue 2022: $203,984Expenses 2022: $108,574Net Income 2022: $95,4102022Revenue 2023: $24,049Expenses 2023: $111,553Net Income 2023: -$87,5042023Revenue 2024: $81,515Expenses 2024: $99,090Net Income 2024: -$17,5752024Revenue 2025: $132,753Expenses 2025: $100,765Net Income 2025: $31,9882025

Highlighted filing

2025

Revenue$132,753
Expenses$100,765
Net Income$31,988
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,564,801
Liabilities
$0
Net assets
$1,564,801
Revenue
$132,753
Expenses
$100,765
Net income
$31,988
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.13$0.10$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.08$0.10$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.02$0.11$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.20$0.11$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.04$0.10$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.09$0.11$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.12$0.10$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.12$0.11$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.05$0.11$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.09$0.11$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.12$0.11$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.22$0.11$0.12
2013Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.11
2012Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Mar 1, 2024 to Feb 28, 2025
Signed
Sep 15, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN P MORTENSONTrustee-$0--
JAMES G MORTENSONTrustee-$0--
PETER D MORTENSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lewis M Gabbe Foundation Inc
EIN
22-2130042
Phone
9735923491
Address
920 WOODVIEW ROAD, BRIELLE, NJ 08730

Signing Officer

Name
James G Mortenson
Title
Trustee
Signed
2025-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Puzo & Mortenson LLC
Address
505 Boulevard, Kenilworth, NJ 07033
Preparer
Keith P Mortenson CPA
Phone
9087093703
Raw XML AppendixShowing 400 of 611 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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