Civic Intelligence

Gerard and Colette Robinson Family Foundation

990PF • Fiscal year 2020 • EIN 33-0831811

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 01, 2021

Organization Profile
5655 Lindero Cyn Rd Suite 226Westlake Village, CA 91362

(818) 807-7820

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

92nd percentile

70%

Higher net margin than 92% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

49th percentile

3.7%

Faster asset growth than 49% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-93%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$7,749,726

Up $273,899 (+3.7%) from 2019

Net Assets

Up

$7,749,726

Up $273,899 (+3.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin92nd percentile

Revenue

Down

$393,952

Down $4,934,725 (-93%) from 2019

Expenses

Up

$120,053

Up $55,283 (+85%) from 2019

Net Income

Down

$273,899

Down $4,990,008 (-95%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$10M$5.0M$0Assets 2014: $1,846,533Liabilities 2014: $0Net Assets 2014: $1,846,5332014Assets 2015: $1,912,612Liabilities 2015: $0Net Assets 2015: $1,912,6122015Assets 2016: $1,961,969Liabilities 2016: $0Net Assets 2016: $1,961,9692016Assets 2017: $2,055,658Liabilities 2017: $0Net Assets 2017: $2,055,6582017Assets 2018: $2,211,920Liabilities 2018: $0Net Assets 2018: $2,211,9202018Assets 2019: $7,475,827Liabilities 2019: $0Net Assets 2019: $7,475,8272019Assets 2020: $7,749,726Liabilities 2020: $0Net Assets 2020: $7,749,7262020Assets 2021: $8,218,904Liabilities 2021: $0Net Assets 2021: $8,218,9042021Assets 2022: $8,453,382Liabilities 2022: $0Net Assets 2022: $8,453,3822022Assets 2023: $8,181,091Liabilities 2023: $0Net Assets 2023: $8,181,0912023Assets 2024: $8,894,505Liabilities 2024: $0Net Assets 2024: $8,894,5052024

Highlighted filing

2020

Assets$7,749,726
Liabilities$0
Net Assets$7,749,726
Open 2020 Filing

Operations Trend

Revenue Growth1st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $136,319Expenses 2014: $58,902Net Income 2014: $77,4172014Revenue 2015: $136,828Expenses 2015: $70,749Net Income 2015: $66,0792015Revenue 2016: $111,956Expenses 2016: $62,599Net Income 2016: $49,3572016Revenue 2017: $157,167Expenses 2017: $63,478Net Income 2017: $93,6892017Revenue 2018: $215,704Expenses 2018: $59,442Net Income 2018: $156,2622018Revenue 2019: $5,328,677Expenses 2019: $64,770Net Income 2019: $5,263,9072019Revenue 2020: $393,952Expenses 2020: $120,053Net Income 2020: $273,8992020Revenue 2021: $660,064Expenses 2021: $190,886Net Income 2021: $469,1782021Revenue 2022: $636,133Expenses 2022: $401,655Net Income 2022: $234,4782022Revenue 2023: $337,063Expenses 2023: $609,354Net Income 2023: -$272,2912023Revenue 2024: $1,387,000Expenses 2024: $673,586Net Income 2024: $713,4142024

Highlighted filing

2020

Revenue$393,952
Expenses$120,053
Net Income$273,899
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 1, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carole RobinsonPres & SectyPT$0--
Thomas J EllsworthCFOPT$0--
Filing and Contact Details

Filer

Filer Name
The Gerard & Colette Robinson
EIN
33-0831811
Phone
8188077820
Address
5655 Lindero Cyn Rd Suite 226, Westlake Village, CA 91362

Signing Officer

Name
Thomas J Ellsworth
Title
CFO
Signed
2021-10-01
Discuss with paid preparer
Yes

Preparer

Firm
CDH Associates Inc
Address
5655 Lindero Canyon Rd Suite 226, Westlake Village, CA 91362
Preparer
Carl D Hasting Attorney
Phone
8188791034
Raw XML Appendix305 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/RecipientUSAddress/ZIPCd285009
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd491346
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd538105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt090000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0The Colette Robinson Living Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt08515 Costa Verde Blvd 952
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0San Diego
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092122
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Tax Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01678
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Attorney General Annual Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CA Secretary of State Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0227507
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0227507
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0227507
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt028190
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt010
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0CA Franchise Tax Board
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas J Ellsworth
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Gerard & Colette Robinson
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0GERA
ReturnHeader/Filer/EIN0330831811
ReturnHeader/Filer/PhoneNum08188077820
ReturnHeader/Filer/USAddress/AddressLine1Txt05655 Lindero Cyn Rd Suite 226
ReturnHeader/Filer/USAddress/CityNm0Westlake Village
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091362
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263700787
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CDH Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05655 Lindero Canyon Rd Suite 226
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Westlake Village
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091362
ReturnHeader/PreparerPersonGrp/PhoneNum08188791034
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carl D Hasting Attorney
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-15T14:33:34-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Thomas J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Ellsworth
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,749,726
Liabilities
$0
Net assets
$7,749,726
Revenue
$393,952
Expenses
$120,053
Net income
$273,899
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.89$0.00$8.89$1.39$0.67$0.71
2023Detailed filing. Detailed filing data is available for this year.$8.18$0.00$8.18$0.34$0.61$0.27
2022Detailed filing. Detailed filing data is available for this year.$8.45$0.00$8.45$0.64$0.40$0.23
2021Detailed filing. Detailed filing data is available for this year.$8.22$0.00$8.22$0.66$0.19$0.47
2020Detailed filing. Detailed filing data is available for this year.$7.75$0.00$7.75$0.39$0.12$0.27
2019Detailed filing. Detailed filing data is available for this year.$7.48$0.00$7.48$5.33$0.06$5.26
2018Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.22$0.06$0.16
2017Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.16$0.06$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.11$0.06$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.14$0.07$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.14$0.06$0.08