Civic Intelligence

The Gilbert J Martin Foundation a Charitable Trust

990PF • Fiscal year 2018 • EIN 33-0002513

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 05, 2019

685 Turquoise StreetLA Jolla, CA 92037

(858) 488-7544

Siviq Scores

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

Liabilities / Assets

48th percentile

0.13x

Higher debt load relative to assets than 48% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

78th percentile

0.80x

Higher debt load relative to revenue than 78% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

50th percentile

4.0%

Higher net margin than 50% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

73rd percentile

$244,670

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

37th percentile

-0.9%

Faster asset growth than 37% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

75th percentile

18%

Faster revenue growth than 75% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Assets

Down

$21,189,988

Down $189,948 (-0.9%) from 2017

Net Assets

Up

$18,434,143

Up $107,231 (+0.6%) from 2017

Liabilities

Down

$2,755,845

Down $297,179 (-9.7%) from 2017

Revenue

Up

$3,431,771

Up $516,384 (+18%) from 2017

Expenses

Down

$3,294,246

Down $529,003 (-14%) from 2017

Net Income

Up

$137,525

Up $1,045,387 (+115%) from 2017

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $19,467,193Liabilities 2011: $9,847Net Assets 2011: $19,457,3462011Assets 2012: $35,650,885Liabilities 2012: $10,287,938Net Assets 2012: $25,362,9472012Assets 2013: $30,475,582Liabilities 2013: $7,814,338Net Assets 2013: $22,661,2442013Assets 2014: $24,975,718Liabilities 2014: $3,141,653Net Assets 2014: $21,834,0652014Assets 2015: $24,886,705Liabilities 2015: $2,981,927Net Assets 2015: $21,904,7782015Assets 2016: $22,375,213Liabilities 2016: $2,856,209Net Assets 2016: $19,519,0042016Assets 2017: $21,379,936Liabilities 2017: $3,053,024Net Assets 2017: $18,326,9122017Assets 2018: $21,189,988Liabilities 2018: $2,755,845Net Assets 2018: $18,434,1432018Assets 2019: $20,946,723Liabilities 2019: $2,924,193Net Assets 2019: $18,022,5302019Assets 2020: $19,182,076Liabilities 2020: $2,637,450Net Assets 2020: $16,544,6262020Assets 2021: $18,150,231Liabilities 2021: $2,491,084Net Assets 2021: $15,659,1472021Assets 2022: $18,955,404Liabilities 2022: $2,369,037Net Assets 2022: $16,586,3672022Assets 2024: $15,364,379Liabilities 2024: $94,737Net Assets 2024: $15,269,6422024

Highlighted filing

2018

Assets$21,189,988
Liabilities$2,755,845
Net Assets$18,434,143

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2011: $544,4472011Expenses 2012: $3,592,3092012Revenue 2013: $2,778,159Expenses 2013: $5,479,862Net Income 2013: -$2,701,7032013Revenue 2014: $3,702,776Expenses 2014: $4,309,635Net Income 2014: -$606,8592014Revenue 2015: $3,816,940Expenses 2015: $3,673,937Net Income 2015: $143,0032015Revenue 2016: $1,957,908Expenses 2016: $4,247,137Net Income 2016: -$2,289,2292016Revenue 2017: $2,915,387Expenses 2017: $3,823,249Net Income 2017: -$907,8622017Revenue 2018: $3,431,771Expenses 2018: $3,294,246Net Income 2018: $137,5252018Revenue 2019: $3,209,350Expenses 2019: $3,305,866Net Income 2019: -$96,5162019Revenue 2020: $1,881,904Expenses 2020: $3,302,097Net Income 2020: -$1,420,1932020Revenue 2021: $3,142,332Expenses 2021: $4,012,059Net Income 2021: -$869,7272021Revenue 2022: $4,754,831Expenses 2022: $3,745,089Net Income 2022: $1,009,7422022Revenue 2024: $2,465,615Expenses 2024: $3,213,143Net Income 2024: -$747,5282024

Highlighted filing

2018

Revenue$3,431,771
Expenses$3,294,246
Net Income$137,525
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 5, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROGER ANDERSONManaging TrusteeFT$244,670-$244,670
JUDY ANDERSONTrusteeFT$36,665-$36,665
DAVID DORNETrusteeFT$36,665-$36,665
Filing and Contact Details

Filer

Filer Name
Gilbert J Martin Foundation
EIN
33-0002513
Phone
8584887544
Address
685 TURQUOISE STREET, LA JOLLA, CA 92037

Signing Officer

Name
Roger Anderson
Title
Trustee
Phone
8584887544
Signed
2019-09-05
Discuss with paid preparer
Yes

Preparer

Firm
Considine & Considine
Address
8989 RIO SAN DIEGO DRIVE SUITE 250, SAN DIEGO, CA 92108
Preparer
Richard Hotz
Phone
6192311977
Raw XML AppendixShowing 400 of 1,031 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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AppliedToPriorYearElection/ElectionDesc0THE ORGNIZATION IS ELECTING TO APPLY REMAINING QUALIFYING DISTRIBUTIONS TO THE 2011 OUTSTANIDNG UNDISTRIBUTED INCOME ON LINE 4B UNDER REGULATION SECTION 53.4942(A)-3(D)(2).
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30CHARITABLE

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$0.09$15.3$2.47$3.21$0.75
2022Detailed filing. Detailed filing data is available for this year.$19.0$2.37$16.6$4.75$3.75$1.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.2$2.49$15.7$3.14$4.01$0.87
2020Detailed filing. Detailed filing data is available for this year.$19.2$2.64$16.5$1.88$3.30$1.42
2019Detailed filing. Detailed filing data is available for this year.$20.9$2.92$18.0$3.21$3.31$0.10
2018Detailed filing. Detailed filing data is available for this year.$21.2$2.76$18.4$3.43$3.29$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.4$3.05$18.3$2.92$3.82$0.91
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.4$2.86$19.5$1.96$4.25$2.29
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.9$2.98$21.9$3.82$3.67$0.14
2014Detailed filing. Detailed filing data is available for this year.$25.0$3.14$21.8$3.70$4.31$0.61
2013Detailed filing. Detailed filing data is available for this year.$30.5$7.81$22.7$2.78$5.48$2.70
2012Detailed filing. Detailed filing data is available for this year.$35.7$10.3$25.4$3.59
2011Detailed filing. Detailed filing data is available for this year.$19.5$0.01$19.5$0.54