Civic Intelligence

Gottlieb Foundation

990PF • Fiscal year 2021 • EIN 22-3409575

Aug 01, 2020 to Jul 31, 2021 • Filed on Jul 25, 2023

CO Wiss 100 Campus Drive No 400Florham Park, NJ 07932

(973) 994-9400

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

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

2021 filings • NTEE T20 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

70th percentile

0.00x

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

2021 filings • NTEE T20 • <$500k nonprofits • Source year 2021

Net Margin

60th percentile

21%

Higher net margin than 60% of similar nonprofits.

2021 filings • NTEE T20 • <$500k nonprofits • Source year 2021

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2021 filings • NTEE T20 • <$500k nonprofits • Source year 2021

Asset Growth

45th percentile

-0.9%

Faster asset growth than 45% of similar nonprofits.

2021 filings • NTEE T20 • <$500k nonprofits • Annualized from 2019 to 2021

Revenue Growth

64th percentile

54%

Faster revenue growth than 64% of similar nonprofits.

2021 filings • NTEE T20 • <$500k nonprofits • Annualized from 2019 to 2021

Assets

Down

$436,671

Down $7,889 (-1.8%) from 2019

Net Assets

$436,671

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$79,719

Up $46,149 (+137%) from 2019

Expenses

Down

$62,654

Down $19,835 (-24%) from 2019

Net Income

Up

$17,065

Up $65,984 (+135%) from 2019

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $714,384Liabilities 2011: $02011Assets 2012: $702,730Liabilities 2012: $0Net Assets 2012: $702,7302012Assets 2013: $617,331Liabilities 2013: $0Net Assets 2013: $617,3312013Assets 2014: $610,492Liabilities 2014: $02014Assets 2015: $588,506Liabilities 2015: $02015Assets 2016: $532,500Liabilities 2016: $02016Assets 2017: $516,998Liabilities 2017: $02017Assets 2018: $493,479Liabilities 2018: $02018Assets 2019: $444,560Liabilities 2019: $02019Assets 2021: $436,671Liabilities 2021: $0Net Assets 2021: $436,6712021Assets 2022: $450,162Liabilities 2022: $0Net Assets 2022: $450,1622022Assets 2023: $428,460Liabilities 2023: $0Net Assets 2023: $428,4602023Assets 2024: $389,027Liabilities 2024: $0Net Assets 2024: $389,0272024Assets 2025: $429,093Liabilities 2025: $1,928Net Assets 2025: $427,1652025

Highlighted filing

2021

Assets$436,671
Liabilities$0
Net Assets$436,671

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2011: $35,282Expenses 2011: $153,666Net Income 2011: -$118,3842011Expenses 2012: $43,9422012Expenses 2013: $90,1692013Revenue 2014: $53,525Expenses 2014: $60,364Net Income 2014: -$6,8392014Revenue 2015: $34,761Expenses 2015: $56,747Net Income 2015: -$21,9862015Revenue 2016: $12,202Expenses 2016: $68,208Net Income 2016: -$56,0062016Revenue 2017: $22,953Expenses 2017: $38,455Net Income 2017: -$15,5022017Revenue 2018: $19,475Expenses 2018: $42,994Net Income 2018: -$23,5192018Revenue 2019: $33,570Expenses 2019: $82,489Net Income 2019: -$48,9192019Revenue 2021: $79,719Expenses 2021: $62,654Net Income 2021: $17,0652021Revenue 2022: $148,256Expenses 2022: $134,765Net Income 2022: $13,4912022Revenue 2023: $45,330Expenses 2023: $66,943Net Income 2023: -$21,6132023Revenue 2024: $121,854Expenses 2024: $169,189Net Income 2024: -$47,3352024Revenue 2025: $141,268Expenses 2025: $103,130Net Income 2025: $38,1382025

Highlighted filing

2021

Revenue$79,719
Expenses$62,654
Net Income$17,065
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Jul 25, 2023
Return Version
2020v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL GOTTLIEBTrustee-$0--
PETER GOTTLIEBTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Gottlieb Foundation
EIN
22-3409575
Phone
9739949400
Address
CO WISS 100 CAMPUS DRIVE NO 400, FLORHAM PARK, NJ 07932

Signing Officer

Name
Michael Gottlieb
Title
Trustee
Phone
9739949400
Signed
2023-07-25
Discuss with paid preparer
Yes

Preparer

Firm
Wiss & Company Llp
Address
100 CAMPUS DRIVE, FLORHAM PARK, NJ 07932
Preparer
Nicole Derosa
Phone
9739949400
Raw XML Appendix361 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/Amt21800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1JEWISH FAMILY SERVICE OF COLORADO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2JEWISH FAMILY SERVICES OF CENTRAL NEW JERSEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3UNIVERSITY OF COLORADO FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4UNIVERSITY OF DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02450 SOUTH WABASH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13201 S TAMARAC DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2655 WESTFIELD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31800 N GRANT ST STE 725
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42601 E COLORADO AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ELIZABETH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4DENVER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CO
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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
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt041696
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt022902
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt036658
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt022453
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt022453
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt064664
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05104
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt022902
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt036658
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt046800
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05104
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt087117
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt082013
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PORTFOLIO DEDUCTIONS & OTHER EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01240
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05278
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0219
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt11666
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2290
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER PORTFOLIO INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1COLLABORATIVE CAPITAL, LLC - CLASS D-11 - UBTI
OtherIncomeSchedule2/OtherIncomeDetail/Desc2COLLABORATIVE CAPITAL, LLC - CLASS D-20 - UBTI
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0219
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt20
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0219
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11666
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2290
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09276
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKERAGE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09276
TaxesSchedule/TaxesDetail/Amt01300
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01300
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL GOTTLIEB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09739949400
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GOTTLIEB FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GOTT
ReturnHeader/Filer/EIN0223409575
ReturnHeader/Filer/PhoneNum09739949400
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO WISS 100 CAMPUS DRIVE NO 400
ReturnHeader/Filer/USAddress/CityNm0FLORHAM PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007932
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0221732349
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WISS & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 CAMPUS DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FLORHAM PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007932
ReturnHeader/PreparerPersonGrp/PhoneNum09739949400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICOLE DEROSA
ReturnHeader/ReturnTs02023-07-26T08:42:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GOTTLIEB
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.29$0.02$4.27$1.41$1.03$0.38
2024Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$1.22$1.69$0.47
2023Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.45$0.67$0.22
2022Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$1.48$1.35$0.13
2021Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.80$0.63$0.17
2019Summary only. Only limited summary data is available for this year.$4.45$0.00$0.34$0.82$0.49
2018Summary only. Only limited summary data is available for this year.$4.93$0.00$0.19$0.43$0.24
2017Summary only. Only limited summary data is available for this year.$5.17$0.00$0.23$0.38$0.16
2016Summary only. Only limited summary data is available for this year.$5.33$0.00$0.12$0.68$0.56
2015Summary only. Only limited summary data is available for this year.$5.89$0.00$0.35$0.57$0.22
2014Summary only. Only limited summary data is available for this year.$6.10$0.00$0.54$0.60$0.07
2013Detailed filing. Detailed filing data is available for this year.$6.17$0.00$6.17$0.90
2012Detailed filing. Detailed filing data is available for this year.$7.03$0.00$7.03$0.44
2011Summary only. Only limited summary data is available for this year.$7.14$0.00$0.35$1.54$1.18