Civic Intelligence

The Donna and Spencer Gilbert Foundation

990PF • Fiscal year 2021 • EIN 33-0267152

Jan 01, 2021 to Dec 31, 2021 • Filed on May 02, 2022

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

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

21st percentile

-5.2%

Higher net margin than 21% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

71st percentile

18%

Faster asset growth than 71% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

94th percentile

341%

Faster revenue growth than 94% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,172,479

Up $336,967 (+18%) from 2020

Net Assets

Up

$2,172,479

Up $336,967 (+18%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin21st percentile

Revenue

Up

$89,393

Up $69,106 (+341%) from 2020

Expenses

Up

$94,081

Up $23,325 (+33%) from 2020

Net Income

Up

-$4,688

Up $45,781 (+91%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

2021

Assets$2,172,479
Liabilities$0
Net Assets$2,172,479
Open 2021 Filing

Operations Trend

Revenue Growth94th percentile

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

2021

Revenue$89,393
Expenses$94,081
Net Income-$4,688
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 2, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONNA GILBERTCEO-$0--
JULIE OHAYONSeccfo-$0--
Filing and Contact Details

Filer

Filer Name
Donna & Spencer Gilbert Foundation
EIN
33-0267152
Address
5412 EUCALYPTUS ROAD, YORBA LINDA, CA 92886

Signing Officer

Name
Donna K Gilbert
Title
CEO
Phone
7144080581
Signed
2022-05-02
Discuss with paid preparer
Yes

Preparer

Firm
James D Anderson CPA
Address
1101 Dove Street Suite 100, Newport Beach, CA 92660
Preparer
James D Anderson
Phone
9497201090
Raw XML Appendix303 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/TotalGrantOrContriPdDurYrAmt090146
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt082791
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt07355
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt097708
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt090146
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt014917
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt07355
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0JP MORGAN OPTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt09881
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt09881
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0279426
OtherIncreasesSchedule/OtherIncreasesDetail/Amt162229
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OtherIncreasesSchedule/OtherIncreasesDetail/Desc1REALIZED CAPITAL GAINS
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
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TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA K GILBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum07144080581
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DONNA & SPENCER GILBERT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DONN
ReturnHeader/Filer/EIN0330267152
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 Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Newport Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092660
ReturnHeader/PreparerPersonGrp/PhoneNum09497201090
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James D Anderson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-05-06T13:43:59-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DONNA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GILBERT
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,172,479
Liabilities
$0
Net assets
$2,172,479
Revenue
$89,393
Expenses
$94,081
Net income
-$4,688
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