Civic Intelligence

The Donna and Spencer Gilbert Foundation

990PF • Fiscal year 2024 • EIN 33-0267152

Jan 01, 2024 to Dec 31, 2024 • Filed on Mar 05, 2025

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

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

5th percentile

-92%

Higher net margin than 5% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

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.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

80th percentile

18%

Faster asset growth than 80% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

61%

Faster revenue growth than 81% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,410,779

Up $366,101 (+18%) from 2023

Net Assets

Up

$2,410,779

Up $366,101 (+18%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$41,796

Up $15,884 (+61%) from 2023

Expenses

Down

$80,441

Down $12,586 (-14%) from 2023

Net Income

Up

-$38,645

Up $28,470 (+42%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$2,410,779
Liabilities$0
Net Assets$2,410,779

Operations Trend

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

2024

Revenue$41,796
Expenses$80,441
Net Income-$38,645
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 5, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONNA K GILBERTPresident-$0--
Filing and Contact Details

Filer

Filer Name
Donna & Spencer Gilbert Foundation
EIN
33-0267152
In Care Of
% DONNA GILBERT
Phone
7144080581
Address
5412 EUCALYPTUS ROAD, YORBA LINDA, CA 92886

Signing Officer

Name
Donna Gilbert
Title
CEO
Phone
7144080581
Signed
2025-03-05
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 Appendix246 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/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL FUND
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CHARITABLE TRUSTS
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OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
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OtherIncreasesSchedule/OtherIncreasesDetail/Amt0328230
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED CAPITAL GAINS
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA GILBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum07144080581
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DONNA & SPENCER GILBERT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DONN
ReturnHeader/Filer/EIN0330267152
ReturnHeader/Filer/InCareOfNm0% DONNA GILBERT
ReturnHeader/Filer/PhoneNum07144080581
ReturnHeader/Filer/USAddress/AddressLine1Txt05412 EUCALYPTUS ROAD
ReturnHeader/Filer/USAddress/CityNm0YORBA LINDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092886
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02025-04-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES D ANDERSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-04-17T16:42:10-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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