Civic Intelligence

The Donna and Spencer Gilbert Foundation

990PF • Fiscal year 2020 • EIN 33-0267152

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 15, 2021

Organization Profile
5412 Eucalyptus RoadYorba Linda, CA 92886

(714) 408-0581

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

4th percentile

-249%

Higher net margin than 4% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

$1,835,512

No earlier filing loaded for comparison.

Net Assets

$1,835,512

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin4th percentile

Revenue

$20,287

No earlier filing loaded for comparison.

Expenses

$70,756

No earlier filing loaded for comparison.

Net Income

-$50,469

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2020: $1,835,512Liabilities 2020: $0Net Assets 2020: $1,835,5122020Assets 2021: $2,172,479Liabilities 2021: $0Net Assets 2021: $2,172,4792021Assets 2022: $1,438,799Liabilities 2022: $0Net Assets 2022: $1,438,7992022Assets 2023: $2,044,678Liabilities 2023: $0Net Assets 2023: $2,044,6782023Assets 2024: $2,410,779Liabilities 2024: $0Net Assets 2024: $2,410,7792024

Highlighted filing

2020

Assets$1,835,512
Liabilities$0
Net Assets$1,835,512
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50K-$100KRevenue 2020: $20,287Expenses 2020: $70,756Net Income 2020: -$50,4692020Revenue 2021: $89,393Expenses 2021: $94,081Net Income 2021: -$4,6882021Revenue 2022: $39,710Expenses 2022: $102,716Net Income 2022: -$63,0062022Revenue 2023: $25,912Expenses 2023: $93,027Net Income 2023: -$67,1152023Revenue 2024: $41,796Expenses 2024: $80,441Net Income 2024: -$38,6452024

Highlighted filing

2020

Revenue$20,287
Expenses$70,756
Net Income-$50,469
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donna K GilbertCEO-$0--
Julie OhayonSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Donna & Spencer Gilbert Foundation
EIN
33-0267152
Phone
7144080581
Address
5412 Eucalyptus Road, Yorba Linda, CA 92886

Signing Officer

Name
Donna Gilbert
Title
CEO
Signed
2021-04-15
Discuss with paid preparer
Yes

Preparer

Firm
James D Anderson CPA
Address
1101 Dove Street 100, Newport Beach, CA 92660
Preparer
James D Anderson
Phone
9497201090
Raw XML Appendix255 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Postage
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt24
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OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt08641
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt08641
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt1607
TaxesSchedule/TaxesDetail/CategoryTxt0Franchise Tax Board
TaxesSchedule/TaxesDetail/CategoryTxt1US Treasury
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Donna Gilbert
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Donna & Spencer Gilbert Foundation
ReturnHeader/Filer/BusinessNameControlTxt0DONN
ReturnHeader/Filer/EIN0330267152
ReturnHeader/Filer/PhoneNum07144080581
ReturnHeader/Filer/USAddress/AddressLine1Txt05412 Eucalyptus Road
ReturnHeader/Filer/USAddress/CityNm0Yorba Linda
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092886
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262190932
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0James D Anderson CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01101 Dove Street 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Newport Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092660
ReturnHeader/PreparerPersonGrp/PhoneNum09497201090
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James D Anderson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-04-15T11:07:54-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Donna
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Gilbert
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
$1,835,512
Liabilities
$0
Net assets
$1,835,512
Revenue
$20,287
Expenses
$70,756
Net income
-$50,469
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.04$0.08$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.03$0.09$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.04$0.10$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.09$0.09$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.02$0.07$0.05